Sanmeet Deo

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.

I think they could be a beat, but no raise.

That CapEx spending is just going to continue to tamp down on that.

sounds like a very strong quarter in terms of, you know, their current revenue growth and their business fundamentals, you know, cybersecurity, you know, there's a few major players that I think, you know, are, are, are really ramping up and, and it's a very important industry that's very much needed.

And I don't think it's going to ever be a winner takes all kind of areas.

So, so would like to, would like to see, I can't anticipate them,

Generating profits soon because it's just an area where they have to invest in their business and continue to grow, continue to scale, continue to provide value to their customers.