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Microsoft was a small beat but the stock's currently down, presumably on the slower growth in Azure.
by gsanderson 4y ago
Microsoft was a small beat but the stock's currently down, presumably on the slower growth in Azure.
- teepo 4y agoThe read I have is more around PC sales declining. Cloud still has good margins across the big 5. GCP is a quarter or so away from profitability after the massive build outs and Azure has probably the largest GP right now of the hyperscalers.