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.

16 matches for “M365”; 5 quoted, at least 25 words apart.

Amy Hoodcompanyprepared

…to better than expected performance in E5 and Microsoft 365 Copilot. With M365 Copilot, we continue to see growth in adoption, expansion, and usage. ARPU…

Amy Hoodcompanyprepared

…the Windows Commercial on-premises components from the better than expected performance of M365 suites noted earlier. M365 Consumer Cloud revenue increased 8%, slightly ahead of…

Amy Hoodcompanyprepared

…than expected Q2 results. We expect continued ARPU growth through E5 and M365 Copilot and we again expect some seat growth moderation given the size…

Amy Hoodcompanyprepared

…variability primarily from in-period revenue recognition depending on the mix of contracts. M365 Consumer Cloud revenue growth should be in the mid to high-single-digits driven…

Satya Nadellacompanyqa

…fact you saw us make two announcements recently. One is on the M365 Copilot side, we now have the Copilot Chat. So this is now…

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