Microsoft (MSFT): FY25 Q1 earnings call, Oct 30, 2024

Wed, Oct 30Earnings callSpeaker-labelled transcriptMicrosoft

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

14 matches for “OpenAI”; 5 quoted, at least 25 words apart.

Satya Nadellacompanyprepared

…bring up NVIDIA's Blackwell system with GB200-powered AI servers. Our partnership with OpenAI also continues to deliver results. We have an economic interest in a…

Satya Nadellacompanyprepared

…app platform to help customers build their own Copilots and agents. Azure OpenAI usage more than doubled over the past six months as both digital…

Satya Nadellacompanyprepared

…process more than 200,000 documents. And this quarter, we added support for OpenAI's newest model family, o1. We're also bringing industry-specific models through Azure AI,…

Amy Hoodcompanyprepared

…$1.5 billion, primarily driven by our share of the expected loss from OpenAI, which is accounted for under the equity method. As a reminder, we…

Karl Keirsteadanalystqa

…numbers, but Satya and Amy, I'd love to ask a question about OpenAI. Since the print three months ago, we investors have been hit with…

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