Microsoft (MSFT): FY25 Q2 earnings call, Jan 29, 2025
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “CapEx”; 4 quoted, at least 25 words apart.
…take more of a backseat in terms of funding OpenAI's future training CapEx needs. I was hoping you might frame your strategic decision here around…
…just to reiterate a little of the comments that I made on CapEx because I think it's helpful to surround a bit more in what…
…you're the most efficient. And so the investment you see us making CapEx. You're right, the front end has been this sort of infrastructure build…
…think the way I want everyone to internalize it is that the CapEx growth is going through that cycle pivot, which is far more correlated…
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