Pressure Points: Microsoft 3Q'26 Earnings
from Pressure Points Hosted by Deepwater Asset Management
Postive comments about Azure growing at 40% in June vs 39% in March was offset by them talking about the elephant in the room, the need for a new monetization model for software that is usage based. 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
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This episode is 4 minutes long.
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This episode was published on April 30, 2026.
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