Microsoft Corporation has been reaffirmed as a bullish investment by UBS due to its dominant position in the global market for operating systems and software development.

The company generates a significant portion of its revenue from the sale of operating systems, application development tools, and server solutions such as Azure and SQL Server.

Additionally, Microsoft is expanding its presence in cloud-based applications, which account for a quarter of its sales and include popular tools like Microsoft 365 and collaborative platforms like Microsoft Teams.

The company also has a presence in the gaming sector, with video game consoles and software contributing to its revenue.

It is worth noting that over half of Microsoft's sales come from the United States market, highlighting its strong domestic presence.