Sean(@sean_________):$MSFT u/g at Stifel: "Azure... Azure business accelerated vs expectations in June as the business benefited from incremental efficiency derived capacity and what we believe was a step-up in OAI contribution stemming from acceleration in OAI's business over the course of the quarter."

Sean

@sean_________

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Sean@sean_________

2026.09.22 21:54

$MSFT u/g at Stifel: "Azure... Azure business accelerated vs expectations in June as the business benefited from incremental efficiency derived capacity and what we believe was a step-up in OAI contribution stemming from acceleration in OAI's business over the course of the quarter."