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 “Capacity”; 4 quoted, at least 25 words apart.
…infrastructure investments in Brazil, Italy, Mexico, and Sweden as we expand our capacity in line with our long-term demand signals. At the silicon layer, our…
…similar to last quarter. Demand continues to be higher than our available capacity. Non-AI growth trends were also in line with expectations in total and…
…from AI services to be similar to last quarter, given the continued capacity constraints as well as some capacity that shifted out of Q2. And…
…what are the external constraints that Microsoft sees in building out this capacity to meet the demand and capture the opportunity, particularly constraints in your…
Agents: this page as TSV at /api/v1/appearances/microsoft:2024-10-30:earnings_call · words: /api/v1/brief?appearance=microsoft:2024-10-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP