Office 365
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Sep 29, 2025 by Mason Morfit · across every show →
Everything said about Office 365, oldest first
Sep 29, 2025 negative
Morfit: Shifting software capital allocation beats fixing industrial manufacturing costs
“It's easy to get a company to shift its allocations away from making Windows phones to focusing on Office three 65. Then the one we took on at Rolls Royce, which was how do we engineer your engines to have a lower cost of goods than what they currently have an…”
Sep 29, 2025 negative
Morfit: Microsoft burned $4B to $6B annually chasing Apple and Google
“We could deduce that there was massive amounts of costs and losses being poured into these hardware initiatives. To the tune of four or five, six billion dollars a year that might be better spent driving Office three 65 in Azure instead of trying to chase the …”