20250502 - No, Microsoft did not state 'strong AI demand' in Q1 2025

The FT fails to check the filings Text version: https://pivot-to-ai.com/2025/05/02/no-microsoft-did-not-state-strong-ai-demand-in-q1-2025-the-ft-is-wrong/ Sources: Microsoft shares jump after strong AI demand lifts cloud unit https://www.ft.com/content/9443ca4b-09c1-4f21-ba71-3953b3e0a714 Form 10-Q For the Quarterly Period Ended March 31, 2025 https://www.sec.gov/Archives/edgar/data/789019/000095017025061046/msft-20250331.htm Earnings Release FY25 Q3 https://www.microsoft.com/en-us/investor/earnings/FY-2025-Q3/press-release-webcast Microsoft Fiscal Year 2025 Third Quarter Earnings Conference Call (with transcript) https://www.microsoft.com/en-us/investor/events/fy-2025/earnings-fy-2025-q3 Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt: https://pivot-to-ai.redbubble.com Please send money! It's very helpful! Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5