Microsoft (MSFT): FY25 Q1 earnings call, Oct 30, 2024
No Kalshi or Polymarket word markets were listed for Microsoft’s Oct 30, 2024 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “CapEx”; 5 quoted, at least 25 words apart.
…quarter. The question every investor obviously asks is a question on the CapEx growth and the CapEx spend. Obviously, half of that facility is an…
…of that growth? Does it return to the traditional approach, where basically CapEx is going to grow in line or slightly slower than cloud revenue?…
…we continue to see that demand grow, you're right, the growth in CapEx will slow and the revenue growth will increase. And those two things,…
…more for you, Amy, but how does Microsoft manage the demands on CapEx from helping OpenAI with its scaling ambitions? And how do you manage…
…you invest now and you can get the growth later, even if you slow down the CapEx, right, that's what you're trying to tell us?
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