Latest / Cloud Wars Live with Bob Evans
Microsoft Q2 RPO Jumps 110% to $625B; Minus OpenAI, +28%
In today’s Cloud Wars Minute, I dig into Microsoft’s fiscal Q2 results, unpacking the headline RPO surge, the OpenAI effect, and what the numbers really say about future demand.
Highlights
00:10 — Want to talk about Microsoft's fiscal Q2, numbers that came out yesterday. That's for the three months ended, December 31 and there was some remarkable numbers in there, but we're going to dig into those a little. They're still remarkable, but they need to be understood in a deeper context, and I want to share that today.
00:28 — So, the big number that jumped out to me very good, Q2 Microsoft Cloud…
The skinny
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