My bullish thesis on Microsoft hasn't played out well, with Azure growth and ARPU pricing tailwinds not meeting expectations. Azure faces supply constraints and likely market share loss, and MSFT's ...
2don MSN
Microsoft delivers strong Q2, but surging capex, in-line Azure growth prompts pullback: analysts
Microsoft (MSFT) delivered another impressive quarter of growth with its second quarter results, but analysts attribute the ...
Microsoft has announced that SCOM Management Packs for SSRS, PBIRS, and SSAS will reach End of Support in January 2027, forcing enterprise migration to Azure Monitor.
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