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.
9 matches for “Capacity”; 5 quoted, at least 25 words apart.
…the infrastructure layer for AI. We continue to expand our data center capacity in line with both near-term and long-term demand signals. We have more…
…of expectations even as demand continued to be higher than our available capacity. Growth in our non-AI services was slightly lower than expected due to…
…October, the contribution from our AI services will grow from increased AI capacity coming online. In non-AI services healthy growth continues, although we expect ongoing…
…operating teams pulling in some delivery dates even by weeks. When your capacity constrained weeks matter, and it was good execution by the team, and…
…same. So again, in Q3, we are working from a pretty constrained capacity place. And that's no different than it was our expectation to be…
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