Microsoft just reported Q2 earnings with strong revenue growth, accelerating cloud performance, and massive AI infrastructure investments—but margins are tightening.

• Copilot adoption and paid seat growth
• Azure acceleration and AI-driven infrastructure spend
• Microsoft 365 E5 and Copilot leverage in negotiations
• Why Microsoft needs customer growth more than ever
• How to use earnings data to regain control in renewals and expansions

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In this breakdown, Adam Mansfield analyzes what Microsoft’s latest earnings really mean for enterprise customers, including: If you’re negotiating Microsoft agreements, planning a renewal, or considering Copilot, E5, or Azure commitments, this analysis shows how to turn Microsoft’s own earnings pressure into leverage.