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2min chapter
Instant Reaction: Microsoft, Meta Earnings Results
Bloomberg Intelligence
Analyzing Cloud Growth and Competitive Dynamics Ahead of Earnings Calls
This chapter analyzes Microsoft’s upcoming earnings call, emphasizing the growth sources in its cloud business linked to AI and non-AI workloads. It also examines the competitive dynamics with Amazon Web Services, assessing the impact on AWS's growth rates and margins amid the current market landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode