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CLAIM #44604 · Microsoft Corporation (MSFT) · 2024Q2 earnings call · Jan 30, 2024 · due Oct 30, 2024

I think looking forward, you'll tend to C&I guide toward it, accelerated capital expense to continue to be able to add capacity in the coming quarters, given what we see in terms of pipeline.

Amy Hood · CFO

PENDING
graded after results covering Oct 30, 2024 are reported

How to check this claim

Look at: Capital expenditures (capex + finance lease additions), quarterly

It came true if: Capital expenditures increase sequentially quarter-over-quarter in each of the following quarters through Q1 FY2025 (ending Sept 2024)

Where: Company-disclosed capital expenditures (10-Q / earnings press release cash flow statement)

In context

, a little bit maybe on the infrastructure scaling front might be interesting. Thank you. Amy Hood: Thanks, Karl. Maybe I'll start and Satya feel free to add on. I think we feel really good about where we have been in terms of adding capacity. You started to see the acceleration in our capital expense starting almost a year ago, and you've seen us scale through that process. And that is going toward as we talked about Servers and also new data center footprints to be able to meet what we see as this demand and really changing demand as we look forward. And so, I do feel like the team has done a very good job. I feel like, primarily obviously, this is being built by us, but we've also used third-party capacity to help when we could have that help us in terms of meeting customer demand. And I think looking forward, you'll tend to C&I guide toward it, accelerated capital expense to continue to be able to add capacity in the coming quarters, given what we see in terms of pipeline. Brett Iversen: Thanks, Karl. Joe, next question, please. Operator: Our next question comes from the line of Brad Zelnick with Deutsche Bank. Please proceed. Brad Zelnick: Great, thank you so much for taking the question. The early market feedback that we're all hearing on Microsoft 365 copilot is very powerful. Can you provide more granularity on what you're seeing in terms of adoption trends versus perhaps other new product introductions in the past, what if anything is holding it back, and how much of a priority is it to get it in the hands of customers? To what lengths might you go to incentivize just getting it out in the market? Thank you. Satya Nadella: No, thank you for the question, Brad. So, a couple of things. In my comments I said increase in relation to our previous suites lik

Verify independently

SEC filings for MSFT · Claim quote is verbatim from the 2024Q2 earnings call.