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.

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

Satya Nadellacompanyprepared

…leading models and the best selection of Open Source models and SLMs. DeepSeek's R1 launched today via the model catalog on Foundry and GitHub with…

Satya Nadellacompanyprepared

…that leverage built-in NPUs. And they will soon be able to run DeepSeek's R1 distilled models locally on Copilot+ PCs as well as the vast…

Brent Thillanalystqa

Thanks. Satya, you mentioned DeepSeek a couple of times in your prepared remarks. I think everyone would love your thoughts on what you're seeing there.…

Satya Nadellacompanyqa

…And so that's what you see. And then to that, I think DeepSeek has had some real innovations. And that is some of the things…

Satya Nadellacompanyqa

…I mean just not the software optimizations that come because of what DeepSeek has done, but all the work we have done to, for example,…

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