Azure revenue
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 1, 2025 by Scott Guthrie · across every show →
Everything said about Azure revenue, oldest first
Oct 1, 2025 positive
Guthrie: Azure Revenue Growth Reflects Active Consumption, Not Forward Bookings
“Ultimately the Azure business is you know, we get paid based on consumption. It is, it's a consumption based business. Meaning if people aren't actually. Running something, we don't get paid. It's not like they're pre buying a ton of stuff. You know, we recogn…”