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.
8 matches for “Server”; 5 quoted, at least 25 words apart.
…the first cloud to bring up NVIDIA's Blackwell system with GB200-powered AI servers. Our partnership with OpenAI also continues to deliver results. We have an…
…from in-period revenue recognition across Microsoft 365 commercial, Azure, and our on-premises server business. At a company level, Activision contributed a net impact of approximately…
…Azure growth was sequentially lower by approximately 1 point. In our on-premises server business, revenue decreased 1%. Lower-than-expected transactional purchasing ahead of the Windows Server…
…years and beyond. The remaining cloud and AI spend is primarily for servers, both CPUs and GPUs, to serve customers based on demand signals. Cash…
…capacity to serve more of the growing demand. And in our on-premises server business, we expect revenue to decline in the low to mid-single digits…
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