Microsoft (MSFT): FY25 Q2 earnings call, Jan 29, 2025

Wed, Jan 29Earnings callSpeaker-labelled transcriptMicrosoft

No Kalshi or Polymarket word markets were listed for Microsoft’s Jan 29, 2025 earnings call (FY25 Q2). 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.

27 matches for “Azure”; 5 quoted, at least 25 words apart.

Satya Nadellacompanyprepared

…the progress we are making across every layer of the tech stack. Azure is the infrastructure layer for AI. We continue to expand our data…

Satya Nadellacompanyprepared

…cloud migrations, we continue to see customers like UBS move workloads to Azure. UBS alone migrated mainframe workloads encompassing nearly 400 billion records and 2…

Satya Nadellacompanyprepared

…services and app platform services as these workloads scale. The number of Azure OpenAI apps running on Azure databases and Azure app services more than…

Satya Nadellacompanyprepared

…mutually from each other's growth and with OpenAI's APIs exclusively running on Azure customers can count on us to get access to the world's leading…

Amy Hoodcompanyprepared

…75% in constant currency and were significantly ahead of expectations driven by Azure commitments from OpenAI. Execution was strong across our core annuity sales motions…

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