Microsoft just reported Q2 earnings with strong revenue growth, accelerating cloud performance, and massive AI infrastructure investments—but margins are tightening.
In this breakdown, Adam Mansfield analyzes what Microsoft’s latest earnings really mean for enterprise customers, including:
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Copilot adoption and paid seat growth
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Azure acceleration and AI-driven infrastructure spend
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Microsoft 365 E5 and Copilot leverage in negotiations
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Why Microsoft needs customer growth more than ever
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How to use earnings data to regain control in renewals and expansions
If you’re negotiating Microsoft agreements, planning a renewal, or considering Copilot, E5, or Azure commitments, this analysis shows how to turn Microsoft’s own earnings pressure into leverage.