Sanmeet Deo

It might be a $4 to $5 billion quarterly loss that we'll see in what was their metaverse division and what's going on with that.

Sometimes weighs down on the stock and what people perceive of why do they spend so much money and what's going on with that.

But I'm positive on meta in terms overall, long-term.

Yeah.

Yeah, you know, Microsoft's stock has also underperformed the market by about 8.6% over the last year.

And Microsoft strikes me as one of the more

broader companies in the tech space, at least in terms of some of the ones we've been talking about.

Things we'll be looking at is Azure, their cloud services businesses.

In quarter one, it grew about 40%.

The whisper number on Wall Street is looking for this to kind of hold steady or slightly accelerate.

If we see any drop in low 38 or 39%, that could severely punish the company.

Microsoft 365 Copilot, that's their big AI initiative.

Seeing how it's being adopted and what the adoption curve is on that will be interesting to see as we kind of, our enterprise is moving from pilot programs to full deployments.

Where's the growth in commercial Office 365 seats and revenue per user to gauge all of this.

CapEx spend, obviously, they have a big CapEx spend going on.

But also, they have gaming and hardware.

They have the Xbox.

They have the content and services with the Xbox.

So that's something that we'll be looking at to see how that kind of cushions any sort of shortfalls elsewhere.

When we come back, Samir and I bring it all home.