MSFT Next best was Microsoft. Acceleration of Azure Cloud was extraordinary. Switching from finance lease to operating lease saved $15B in c
MSFT Next best was Microsoft. Acceleration of Azure Cloud was extraordinary. Switching from finance lease to operating lease saved $15B in capital expenditures. No CAPEX guidance raise. Full-year Azure revenue passed $100B for the first time ever. Copilot at 30M Seats arguably the first unambiguous proof of monetization for a generative artificial Intelligence product. The battleground stock is up 10% this morning. - per Cramer Investing Club Newsletter
MSFT Next best was Microsoft. Acceleration of Azure Cloud was extraordinary. Switching from finance lease to operating lease saved $15B in capital expenditures. No CAPEX guidance raise.
Full-year Azure revenue passed $100B for the first time ever. Copilot at 30M Seats arguably the first unambiguous proof of monetization for a generative artificial Intelligence product. The battleground stock is up 10% this morning. - per Cramer Investing Club Newsletter