EPISODE · Apr 30, 2026 · 4 MIN
Pressure Points: Microsoft 3Q'26 Earnings
from Pressure Points · host 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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Pressure Points: Microsoft 3Q'26 Earnings
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