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 “Server”; 5 quoted, at least 25 words apart.
…expected. Excluding the unfavorable FX impact, results in Azure non-AI services, on-prem server, and enterprise and partner services were slightly lower than expected, partially offset…
…we balance driving near-term non-AI consumption with AI growth. In our on-premises server business, revenue decreased 3%, slightly below expectations driven by slower than expected…
…years and beyond. The remaining cloud and AI spend was primarily for servers, both CPUs and GPUs, to serve customers based on demand signals including…
…line with near-term demand given our significant capital investments. In our on-premises server business, we expect revenue to decline in the mid-single-digits driven by a…
…think about it, right, what was the big lesson learned from client server to cloud, more people bought servers except it was called cloud. And…
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