Microsoft (MSFT)

EarningsTranscriptsUpdated

Every word

41–63 of 63, most settled first · page 2 of 2
Microsoft: every word with settled markets, most settled first
WordQ1’25Oct '24Q2’25Jan '25Q3’25Apr '25Q4’25Jul '25Q1’26Oct '25Q2’26Jan '26Q3’26Apr '26Q4’26last callTrendLast 8ScriptedAll-timeProbability
Latency0 times: Latency, Q1’25 Oct '241 time: Latency, Q2’25 Jan '25, counts as said0 times: Latency, Q3’25 Apr '250 times: Latency, Q4’25 Jul '250 times: Latency, Q1’26 Oct '253 times: Latency, Q2’26 Jan '26, counts as said1 time: Latency, Q3’26 Apr '26, counts as said2 times: Latency, Q4’26 Jul '26, counts as saidrising4/850%3/838%14/8317%72%n=1+tx from settlement history blended with transcripts
Memory0 times: Memory, Q1’25 Oct '240 times: Memory, Q2’25 Jan '250 times: Memory, Q3’25 Apr '250 times: Memory, Q4’25 Jul '250 times: Memory, Q1’26 Oct '258 times: Memory, Q2’26 Jan '26, counts as said4 times: Memory, Q3’26 Apr '26, counts as said4 times: Memory, Q4’26 Jul '26, counts as saidrising3/838%3/838%18/8322%–n=1 too little history for a probability
Monetization3 times: Monetization, Q1’25 Oct '24, counts as said3 times: Monetization, Q2’25 Jan '25, counts as said1 time: Monetization, Q3’25 Apr '25, counts as said3 times: Monetization, Q4’25 Jul '25, counts as said1 time: Monetization, Q1’26 Oct '25, counts as said1 time: Monetization, Q2’26 Jan '26, counts as said1 time: Monetization, Q3’26 Apr '26, counts as said1 time: Monetization, Q4’26 Jul '26, counts as saidfalling8/8100%8/8100%56/8367%77%n=1+tx from settlement history blended with transcripts
Quantum0 times: Quantum, Q1’25 Oct '240 times: Quantum, Q2’25 Jan '253 times: Quantum, Q3’25 Apr '25, counts as said2 times: Quantum, Q4’25 Jul '25, counts as said0 times: Quantum, Q1’26 Oct '250 times: Quantum, Q2’26 Jan '260 times: Quantum, Q3’26 Apr '260 times: Quantum, Q4’26 Jul '26falling2/825%2/825%6/837%28%n=1+tx from settlement history blended with transcripts
R&D / Research and Development0 times: R&D / Research and Development, Q1’25 Oct '240 times: R&D / Research and Development, Q2’25 Jan '250 times: R&D / Research and Development, Q3’25 Apr '250 times: R&D / Research and Development, Q4’25 Jul '256 times: R&D / Research and Development, Q1’26 Oct '25, counts as said8 times: R&D / Research and Development, Q2’26 Jan '26, counts as said6 times: R&D / Research and Development, Q3’26 Apr '26, counts as said6 times: R&D / Research and Development, Q4’26 Jul '26, counts as saidrising4/850%4/850%35/8342%87%n=1+tx from settlement history blended with transcripts
Security5+ times8 times: Security 5+ times, Q1’25 Oct '24, counts as said7 times: Security 5+ times, Q2’25 Jan '25, counts as said6 times: Security 5+ times, Q3’25 Apr '25, counts as said8 times: Security 5+ times, Q4’25 Jul '25, counts as said9 times: Security 5+ times, Q1’26 Oct '25, counts as said16 times: Security 5+ times, Q2’26 Jan '26, counts as said14 times: Security 5+ times, Q3’26 Apr '26, counts as said16 times: Security 5+ times, Q4’26 Jul '26, counts as saidrising8/8100%8/8100%50/8360%87%n=1+tx from settlement history blended with transcripts
Xbox / X-BOX3 times: Xbox / X-BOX, Q1’25 Oct '24, counts as said5 times: Xbox / X-BOX, Q2’25 Jan '25, counts as said5 times: Xbox / X-BOX, Q3’25 Apr '25, counts as said6 times: Xbox / X-BOX, Q4’25 Jul '25, counts as said4 times: Xbox / X-BOX, Q1’26 Oct '25, counts as said5 times: Xbox / X-BOX, Q2’26 Jan '26, counts as said6 times: Xbox / X-BOX, Q3’26 Apr '26, counts as said6 times: Xbox / X-BOX, Q4’26 Jul '26, counts as saidsteady8/8100%8/8100%82/8399%91%n=1+tx from settlement history blended with transcripts
Activision-Blizzard / Activision Blizzard1 time: Activision-Blizzard / Activision Blizzard, Q1’25 Oct '24, counts as said0 times: Activision-Blizzard / Activision Blizzard, Q2’25 Jan '250 times: Activision-Blizzard / Activision Blizzard, Q3’25 Apr '250 times: Activision-Blizzard / Activision Blizzard, Q4’25 Jul '250 times: Activision-Blizzard / Activision Blizzard, Q1’26 Oct '250 times: Activision-Blizzard / Activision Blizzard, Q2’26 Jan '260 times: Activision-Blizzard / Activision Blizzard, Q3’26 Apr '260 times: Activision-Blizzard / Activision Blizzard, Q4’26 Jul '26falling1/812%1/812%6/837%19%n=1+tx from settlement history blended with transcripts
Call of Duty3 times: Call of Duty, Q1’25 Oct '24, counts as said2 times: Call of Duty, Q2’25 Jan '25, counts as said0 times: Call of Duty, Q3’25 Apr '251 time: Call of Duty, Q4’25 Jul '25, counts as said0 times: Call of Duty, Q1’26 Oct '250 times: Call of Duty, Q2’26 Jan '260 times: Call of Duty, Q3’26 Apr '260 times: Call of Duty, Q4’26 Jul '26falling3/838%3/838%7/838%21%n=1+tx from settlement history blended with transcripts
Capacity5 times: Capacity, Q1’25 Oct '24, counts as said9 times: Capacity, Q2’25 Jan '25, counts as said5 times: Capacity, Q3’25 Apr '25, counts as said9 times: Capacity, Q4’25 Jul '25, counts as said10 times: Capacity, Q1’26 Oct '25, counts as said12 times: Capacity, Q2’26 Jan '26, counts as said13 times: Capacity, Q3’26 Apr '26, counts as said14 times: Capacity, Q4’26 Jul '26, counts as saidrising8/8100%8/8100%43/8352%25%n=1+tx from settlement history blended with transcripts
OpenAI / ChatGPT12 times: OpenAI / ChatGPT, Q1’25 Oct '24, counts as said15 times: OpenAI / ChatGPT, Q2’25 Jan '25, counts as said5 times: OpenAI / ChatGPT, Q3’25 Apr '25, counts as said7 times: OpenAI / ChatGPT, Q4’25 Jul '25, counts as said18 times: OpenAI / ChatGPT, Q1’26 Oct '25, counts as said14 times: OpenAI / ChatGPT, Q2’26 Jan '26, counts as said12 times: OpenAI / ChatGPT, Q3’26 Apr '26, counts as said15 times: OpenAI / ChatGPT, Q4’26 Jul '26, counts as saidsteady8/8100%8/8100%25/8330%25%n=1+tx from settlement history blended with transcripts
Cloud consumption0 times: Cloud consumption, Q1’25 Oct '240 times: Cloud consumption, Q2’25 Jan '250 times: Cloud consumption, Q3’25 Apr '250 times: Cloud consumption, Q4’25 Jul '250 times: Cloud consumption, Q1’26 Oct '250 times: Cloud consumption, Q2’26 Jan '260 times: Cloud consumption, Q3’26 Apr '260 times: Cloud consumption, Q4’26 Jul '26steady0/80%0/80%2/832%15%n=1+tx from settlement history blended with transcripts
College0 times: College, Q1’25 Oct '240 times: College, Q2’25 Jan '250 times: College, Q3’25 Apr '250 times: College, Q4’25 Jul '250 times: College, Q1’26 Oct '250 times: College, Q2’26 Jan '260 times: College, Q3’26 Apr '260 times: College, Q4’26 Jul '26steady0/80%0/80%1/831%14%n=1+tx from settlement history blended with transcripts
Cost structure0 times: Cost structure, Q1’25 Oct '240 times: Cost structure, Q2’25 Jan '250 times: Cost structure, Q3’25 Apr '250 times: Cost structure, Q4’25 Jul '250 times: Cost structure, Q1’26 Oct '250 times: Cost structure, Q2’26 Jan '260 times: Cost structure, Q3’26 Apr '262 times: Cost structure, Q4’26 Jul '26, counts as saidrising1/812%0/80%14/8317%36%n=1+tx from settlement history blended with transcripts
Data sovereignty0 times: Data sovereignty, Q1’25 Oct '240 times: Data sovereignty, Q2’25 Jan '250 times: Data sovereignty, Q3’25 Apr '250 times: Data sovereignty, Q4’25 Jul '250 times: Data sovereignty, Q1’26 Oct '250 times: Data sovereignty, Q2’26 Jan '260 times: Data sovereignty, Q3’26 Apr '260 times: Data sovereignty, Q4’26 Jul '26steady0/80%0/80%7/838%15%n=1+tx from settlement history blended with transcripts
Xbox / Gamingevery call10 times: Xbox / Gaming, Q1’25 Oct '24, counts as said12 times: Xbox / Gaming, Q2’25 Jan '25, counts as said14 times: Xbox / Gaming, Q3’25 Apr '25, counts as said9 times: Xbox / Gaming, Q4’25 Jul '25, counts as said7 times: Xbox / Gaming, Q1’26 Oct '25, counts as said9 times: Xbox / Gaming, Q2’26 Jan '26, counts as said8 times: Xbox / Gaming, Q3’26 Apr '26, counts as said6 times: Xbox / Gaming, Q4’26 Jul '26, counts as saidfalling8/8100%8/8100%83/83100%25%n=1+tx from settlement history blended with transcripts
more with Less0 times: more with Less, Q1’25 Oct '240 times: more with Less, Q2’25 Jan '251 time: more with Less, Q3’25 Apr '25, counts as said0 times: more with Less, Q4’25 Jul '250 times: more with Less, Q1’26 Oct '250 times: more with Less, Q2’26 Jan '260 times: more with Less, Q3’26 Apr '260 times: more with Less, Q4’26 Jul '26steady1/812%0/80%6/837%18%n=1+tx from settlement history blended with transcripts
Regulation / Regulatory0 times: Regulation / Regulatory, Q1’25 Oct '240 times: Regulation / Regulatory, Q2’25 Jan '250 times: Regulation / Regulatory, Q3’25 Apr '250 times: Regulation / Regulatory, Q4’25 Jul '250 times: Regulation / Regulatory, Q1’26 Oct '250 times: Regulation / Regulatory, Q2’26 Jan '261 time: Regulation / Regulatory, Q3’26 Apr '26, counts as said0 times: Regulation / Regulatory, Q4’26 Jul '26steady1/812%1/812%20/8324%25%n=1+tx from settlement history blended with transcripts
Regulatory / regulation / regulator0 times: Regulatory / regulation / regulator, Q1’25 Oct '240 times: Regulatory / regulation / regulator, Q2’25 Jan '250 times: Regulatory / regulation / regulator, Q3’25 Apr '250 times: Regulatory / regulation / regulator, Q4’25 Jul '250 times: Regulatory / regulation / regulator, Q1’26 Oct '250 times: Regulatory / regulation / regulator, Q2’26 Jan '261 time: Regulatory / regulation / regulator, Q3’26 Apr '26, counts as said0 times: Regulatory / regulation / regulator, Q4’26 Jul '26steady1/812%1/812%22/8327%24%n=1+tx from settlement history blended with transcripts
Sentinel0 times: Sentinel, Q1’25 Oct '240 times: Sentinel, Q2’25 Jan '250 times: Sentinel, Q3’25 Apr '251 time: Sentinel, Q4’25 Jul '25, counts as said1 time: Sentinel, Q1’26 Oct '25, counts as said0 times: Sentinel, Q2’26 Jan '260 times: Sentinel, Q3’26 Apr '260 times: Sentinel, Q4’26 Jul '26steady2/825%2/825%13/8316%25%n=1+tx from settlement history blended with transcripts
Shutdown / Shut Down0 times: Shutdown / Shut Down, Q1’25 Oct '240 times: Shutdown / Shut Down, Q2’25 Jan '250 times: Shutdown / Shut Down, Q3’25 Apr '250 times: Shutdown / Shut Down, Q4’25 Jul '250 times: Shutdown / Shut Down, Q1’26 Oct '250 times: Shutdown / Shut Down, Q2’26 Jan '260 times: Shutdown / Shut Down, Q3’26 Apr '260 times: Shutdown / Shut Down, Q4’26 Jul '26steady0/80%0/80%2/832%14%n=1+tx from settlement history blended with transcripts
Surface0 times: Surface, Q1’25 Oct '240 times: Surface, Q2’25 Jan '250 times: Surface, Q3’25 Apr '251 time: Surface, Q4’25 Jul '25, counts as said1 time: Surface, Q1’26 Oct '25, counts as said0 times: Surface, Q2’26 Jan '260 times: Surface, Q3’26 Apr '260 times: Surface, Q4’26 Jul '26steady2/825%2/825%51/8361%28%n=1+tx from settlement history blended with transcripts
Sustainability0 times: Sustainability, Q1’25 Oct '240 times: Sustainability, Q2’25 Jan '250 times: Sustainability, Q3’25 Apr '250 times: Sustainability, Q4’25 Jul '250 times: Sustainability, Q1’26 Oct '250 times: Sustainability, Q2’26 Jan '260 times: Sustainability, Q3’26 Apr '260 times: Sustainability, Q4’26 Jul '26steady0/80%0/80%11/8313%15%n=1+tx from settlement history blended with transcripts
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

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