Gil Luria

If you look at software companies 2 through 10, they're happy to grow somewhere between 20 and 30%, and they're usually decelerating.

They exceeded very high expectations.

Their growth accelerated from more than 60% to more than 70%.

There's no other software company even close.

If you look at software companies 2 through 10, they're happy to grow somewhere between 20 and 30%, and they're usually decelerating.

Money markets matter.

If money is evil, then that building is hell.

The show goes on!

Get back in there and watch the show!

Show!

It was a small beat.

I think the aftermarket activity is a little bit of investors being picky about Azure growth.

They wanted 39 percent growth and they got 38 percent growth.

Having said that, just a few seconds ago, they guided that next quarter will be a 37-38 percent growth.

So I think investors will be able to relax a little bit, especially when they realize that some of the other numbers they reported like remaining performance obligations for this year,

are also up 39 percent, which is to say the growth of Azure this year is already in the books.

So they're in very good shape.

I believe that by the time investors fully digest these results, they'll realize Microsoft is still doing great.

Let's not forget that 38 percent compares to 32 at Google Cloud,

and low 20s at AWS and Amazon.