304 - Breaking Analysis - Microsoft Q2 '26 - Investors Fret as CAPEX & Azure Growth Decouple.mp4
Автор: SiliconANGLE theCUBE
Загружено: 2026-01-31
Просмотров: 312
Описание:
In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings
print and explain why in our view, the street’s negative reaction misses the
bigger picture.
00:00 - Microsoft: Financial Success and Future Vision
05:12 - Azure and Capital Expenditure Details
10:23 - Analyst Concerns and Microsoft’s Prioritization
12:53 - ETR Insights on Microsoft
17:21 - Cloud Market Competitors
21:02 - Market Share and Growth Projections
23:39 - Final Thoughts and Future Perspectives
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