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Pressure Points: Microsoft Q2 Earnings
Gene talks about how Microsoft is seeing the impact of AI in Azure, Office and cost savings. Bottom line, Street estimates are going up slightly tomorrow.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Gene talks about how Microsoft is seeing the impact of AI in Azure, Office and cost savings. Bottom line, Street estimates are going up slightly tomorrow.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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