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20250502 - No, Microsoft did not state ‘strong AI demand’ in Q1 2025
Manage episode 480236935 series 3662020
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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
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