Pressure Points: Microsoft 1Q'26 Earnings

from Pressure Points · host Deepwater Asset Management

Microsoft was the least eventful of the three reporting tonight. December revenue guidance was in line with the Street, a slight disappointment, but the big picture remains intact. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Oct 29, 2025

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