Anurag Rana
speaker
534 appearances
29 recordings
3 series
first heard Dec 2025
last heard 10 Sep
Anurag Rana’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.
Appearances
I think it's usually high expectations and, you know, the fact that they only met Azure growth rates, which was 38%.
I think that's probably weighing on the stock because, you know, one would have expected them to blow out that number.
It has been around 39% the last couple of quarters.
So I think that's where a little disappointment could be.
But that could also be because of supply constraints.
That's something we have highlighted in our research before.
It is a bit shocking, I mean, for them to be, you know, total growth rate of 9% and software in double digits.
I mean, we were not expecting that.
Now, there's a tiny bit of M&A there, but even without that, I mean, I think this is very good.
And the big number for us is that the cash flow is going to go up by a billion dollars next year.
So I think IBM's turned them around very well.
I think the strategy is executing well.
I think it's usually high expectations and, you know, the fact that they only met Azure growth rates, which was 38%.
I think that's probably weighing on the stock because, you know, one would have expected them to blow out that number.
It has been around 39% the last couple of quarters.
So I think that's where a little disappointment could be.
But that could also be because of supply constraints.
That's something we have highlighted in our research before.
No, I think it's usually high expectations and the fact that they only met Azure growth rates, which was 38%.
I think that's probably weighing on the stock because one would have expected them to blow out that number.
Showing 341–360 of 534 · page 18 of 27
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