Investors and analysts are not happy

https://pivot-to-ai.com/2026/02/03/ai-makes-microsofts-q4-2025-numbers-weird-and-bad/ - blog post

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Sources:

• Earnings Release FY26 Q2 https://www.microsoft.com/en-us/investor/earnings/fy-2026-q2/press-release-webcast
• Microsoft FY26 Second Quarter Earnings Conference Call https://view.officeapps.live.com/op/view.aspx?src=https://microsoft.com/en-us/investor/earnings/FY-2026-Q2/Document/DownloadDocument/149/TranscriptQandAFY26q2.docx
• Microsoft Fiscal Year 2026 Second Quarter Earnings Conference Call (video) https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2
• Microsoft sheds $360bn in market value as AI spending spooks investors https://www.ft.com/content/c7e23f07-70b3-43a7-8e1d-040ca93d6d90

Previously on Pivot to AI:

• What Satya Nadella actually said at Davos about the AI bubble https://pivot-to-ai.com/2026/01/21/what-satya-nadella-actually-said-at-davos-about-ai/
• video: https://www.youtube.com/watch?v=oOPPKG7XLZk&list=UU9rJrMVgcXTfa8xuMnbhAEA

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