diff --git "a/artifacts/earnings-index_v2/docstore.json" "b/artifacts/earnings-index_v2/docstore.json" new file mode 100644--- /dev/null +++ "b/artifacts/earnings-index_v2/docstore.json" @@ -0,0 +1 @@ +{"docstore/data": {"b8545cc6-90cb-455b-8f08-1f05842157aa": {"__data__": {"id_": "b8545cc6-90cb-455b-8f08-1f05842157aa", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fa82a1f2-3809-4e5f-a735-dfd42484c919", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "4dc3cbe19d0a8cc9b78678968fac34e8bb6e86fdd75bba63f54e51b08fdbbde0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "139521ce-c2b6-401a-8fc5-1f755f70f918", "node_type": "1", "metadata": {}, "hash": "f6d925ab49f8b4efe1b713a5aceda934c04926555eb84e50ed1ff69c720451c8", "class_name": "RelatedNodeInfo"}}, "hash": "f25bb2a4be33eaf4a63dd1dbfe3fff4dcc6827fbd0639b7f78a99af3e0478a2c", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ1\n2024\nEarnings\nConf er ence\nCall\nOct ober\n24,\n2023\n5:30\nPM\nE T\nCompany\nP ar ticipants\nBr ett\nIv ersen\n-\nVP ,\nIR\nSaty a\nNadella\n-\nChairman\n&\nCEO\nAmy\nHood\n-\nEVP\n&\nCFO\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n-\nMor gan\nStanle y\nMark\nMoer dler\n-\nBernstein\nResear ch.\nRaimo\nLenschow\n-\nBar cla ys\nKarl\nK eirstead\n-\nUBS\nBr adle y\nSills\n-\nBank\nof\nAmerica\nBr ent\nBr acelin\n-\nPiper\nSandler\nGr egg\nMoskowitz\n-\nMizuho\nOper at or\nGr eetings,\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2024\nFirst\nQuar ter\nEarnings\nConf er ence\nCall.\nA t\nthis\ntime,\nall\npar ticipants\nar e\nin\na\nlisten-only\nmode.\nA\nquestion-and-answer\nsession\nwill\nfollow\nthe\nformal\npr esentation.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nI\nwould\nnow\nlik e\nt o\nturn\nthe\ncall\no v er\nt o\ny our\nhost,\nBr ett\nIv ersen,\nVice\nPr esident\nof\nInv est or\nRelations.\nMr .\nIv ersen,\nplease\ngo\nahead.\nBr ett\nIv ersen\nGood\nafternoon,\nand\nthank\ny ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nand\nChief\nEx ecutiv", "start_char_idx": 0, "end_char_idx": 1074, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "139521ce-c2b6-401a-8fc5-1f755f70f918": {"__data__": {"id_": "139521ce-c2b6-401a-8fc5-1f755f70f918", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fa82a1f2-3809-4e5f-a735-dfd42484c919", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "4dc3cbe19d0a8cc9b78678968fac34e8bb6e86fdd75bba63f54e51b08fdbbde0", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b8545cc6-90cb-455b-8f08-1f05842157aa", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f25bb2a4be33eaf4a63dd1dbfe3fff4dcc6827fbd0639b7f78a99af3e0478a2c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7bc18c87-ae9d-48dc-a2a1-b48721bd9621", "node_type": "1", "metadata": {}, "hash": "fd75524f4a10676323ecd7d3861011d263cac4184108016d7ef8744f8afb3b27", "class_name": "RelatedNodeInfo"}}, "hash": "f6d925ab49f8b4efe1b713a5aceda934c04926555eb84e50ed1ff69c720451c8", "text": "a\nNadella,\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer;\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer;\nAlice\nJolla,\nChief\nAccounting\nO\ufb03cer;\nand\nK eith\nDolliv er ,\nCorpor ate\nSecr etar y\nand\nDeputy\nGener al\nCounsel.", "start_char_idx": 1035, "end_char_idx": 1228, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7bc18c87-ae9d-48dc-a2a1-b48721bd9621": {"__data__": {"id_": "7bc18c87-ae9d-48dc-a2a1-b48721bd9621", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": 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"cf9706bb6be5cde1b5526f0e820144d6ac640b2c7074f72b0b83247fba9cdbd2", "class_name": "RelatedNodeInfo"}}, "hash": "fd75524f4a10676323ecd7d3861011d263cac4184108016d7ef8744f8afb3b27", "text": "On\nthe\nMicr osoft\nInv est or\nRelations\nwebsite,\ny ou\ncan\n\ufb01nd\nour\nearnings\npr ess\nr elease\nand\n\ufb01nancial\nsummar y\nslide\ndeck,\nwhich\nis\nintended\nt o\nsupplement\nour\npr epar ed\nr emarks\nduring\nt oda y ' s\ncall,\nand\npr o vides\nthe\nr econciliation\nof\ndiff er ences\nbetween\nGAAP\nand\nnon-GAAP\n\ufb01nancial\nmeasur es.\nMor e\ndetailed\noutlook\nslides\nwill\nbe\na v ailable\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite\nwhen\nwe\npr o vide\noutlook\ncommentar y\non\nt oda y ' s\ncall.\nMicr osoft,\ncompleted\nthe\nacquisition\nof\nActivision\nBlizzar d,\non\nOct ober\n13,\n2023.\nW e\nwill\nshar e\nmor e\non\nthe\nexpected\nimpact\nof\nthe\nActivision\nacquisition\nduring\nthe\noutlook\ncommentar y\npor tion\nof\nt oda y ' s\ncall.\nOn\nthis\ncall\nwe\nwill\ndiscuss\ncer tain\nnon-GAAP\nitems.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nconsider ed\nas\na\nsubstitute\nfor\nor\nsuperior\nt o\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\ncompany ' s\n\ufb01rst-quar ter\nper formance,\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr", "start_char_idx": 0, "end_char_idx": 1134, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1ab75f9b-3fa1-4b47-80b9-66ec2e4285d9": {"__data__": {"id_": "1ab75f9b-3fa1-4b47-80b9-66ec2e4285d9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "643b5c67-98cf-4143-b817-498e9c62bb18", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "59bc59e26ebc29eab8188d187122f065919577d0e476550b55fa5dda21398ca0", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7bc18c87-ae9d-48dc-a2a1-b48721bd9621", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "fd75524f4a10676323ecd7d3861011d263cac4184108016d7ef8744f8afb3b27", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5b75129d-3fab-45e3-88b7-af667587bcc3", "node_type": "1", "metadata": {}, "hash": "7445c308a60ffb6db21c67202fb354b5e8c026c0457c883b35d024b26ffcd409", "class_name": "RelatedNodeInfo"}}, "hash": "cf9706bb6be5cde1b5526f0e820144d6ac640b2c7074f72b0b83247fba9cdbd2", "text": "v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y ,\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear\nunless\nother wise\nnoted.\nW e 'll\nalso\npr o vide\ngr owth\nr ates\nin\nconstant\ncurr ency\nwhen\na v ailable\nas\na\nfr amework\nfor\nassessing\nhow\nour\nunderlying\nbusinesses\nper formed,\nex cluding\nthe\neff ect\nof\nfor eign\ncurr ency\nr ate\n\ufb02uctuations.\nWher e\ngr owth\nr ates\nar e\nthe\nsame\nin\nconstant\ncurr ency ,\nwe\nwill\nr ef er\nt o\nthe\ngr owth\nr ate\nonly .\nW e\nwill\npost\nour\npr epar ed\nr emarks\nt o\nour\nwebsite\nimmediately\nfollowing\nthe\ncall\nuntil\nthe\ncomplete\ntr anscript\nis\na v ailable.\nT oda y ' s\ncall\nis\nbeing\nwebcast\nliv e\nand\nr ecor ded.\nIf\ny ou\nask\na\nquestion,\nit\nwill\nbe\nincluded\nin\nour\nliv e\ntr ansmission\nin\nthe\ntr anscript\nand\nin\nany\nfutur e\nuse\nof\nthe\nr ecor ding.\nY ou\ncan\nr epla y\nthe\ncall\nand\nview\nthe\ntr anscript\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite.\nDuring\nthis\ncall,\nwe 'll\nbe\nmaking\nfor war d-looking\nstatements,\nwhich\nar e\npr edictions,\npr ojections\nor\nother\nstatements\nabout\nfutur e\ne v ents.\nThese\nstatements\nar e\nbased\non\ncurr ent\nexpectations\nand\nassumptions\nthat\nar", "start_char_idx": 1103, "end_char_idx": 2237, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5b75129d-3fab-45e3-88b7-af667587bcc3": {"__data__": {"id_": "5b75129d-3fab-45e3-88b7-af667587bcc3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": 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"e459f9d0e5d6b8f3b4cadb7cee4282235550ee1517b325b4d4400996564d8a6f", "class_name": "RelatedNodeInfo"}}, "hash": "7445c308a60ffb6db21c67202fb354b5e8c026c0457c883b35d024b26ffcd409", "text": "ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt o\nrisks\nand\nuncer tainties.\nActual\nr esults\ncould\nmaterially\ndiff er\nbecause\nof\nfact ors\ndiscussed\nin\nt oda y ' s\nearnings\npr ess\nr elease,\nin\nthe\ncomments\nmade\nduring\nthis\nconf er ence\ncall,\nand\nin\nthe\nRisk\nF act ors\nsection\nof\nour\nF orm\n10-K,\nF orm\n10-Q,\nand\nother\nr epor ts\nand\n\ufb01lings\nwith\nthe\nSecurities\nand\nEx change\nCommission.\nW e\ndo\nnot\nunder tak e\nany\nduty\nt o\nupdate\nany\nfor war d-looking\nstatement.\nAnd\nwith\nthat,\nI'll\nturn\nthe\ncall\no v er\nt o\nSaty a.\nSaty a\nNadella", "start_char_idx": 2197, "end_char_idx": 2727, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "99285a54-21a7-464e-8af7-df9144dbce17": {"__data__": {"id_": "99285a54-21a7-464e-8af7-df9144dbce17", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0fb3ace0-8d64-480c-872d-5a96a1350aaa", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "0148913e68825b1ec34dcfb2d93277c009c49184603af50599ef5154059d5017", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5b75129d-3fab-45e3-88b7-af667587bcc3", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "7445c308a60ffb6db21c67202fb354b5e8c026c0457c883b35d024b26ffcd409", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "615e7ff0-9074-4fbc-9e1d-186f4bcb740a", "node_type": "1", "metadata": {}, "hash": "cafd08845ccf9c3b3b57fcdc5df2806dd3568a36d07ada8f50ed4ccdc52fd235", "class_name": "RelatedNodeInfo"}}, "hash": "e459f9d0e5d6b8f3b4cadb7cee4282235550ee1517b325b4d4400996564d8a6f", "text": "Thank\ny ou,\nBr ett.\nW e\nar e\noff\nt o\na\nstr ong\nstar t\nt o\nthe\n\ufb01scal\ny ear ,\ndriv en\nb y\nthe\ncontinued\nstr ength\nin\nMicr osoft\nCloud,\nwhich\nsurpassed\n$31.8\nbillion\nin\nquar terly\nr e v enue,\nup\n24%.\nWith\nCopilots,\nwe\nar e\nmaking\nthe\nage\nof\nAI\nr eal\nfor\npeople\nand\nbusinesses\ne v er ywher e.\nW e\nar e\nr apidly\ninfusing\nAI\nacr oss\ne v er y\nla y er\nof\nthe\ntech\nstack,\nand\nfor\ne v er y\nr ole\nand\nbusiness\npr ocess\nt o\ndriv e\npr oductivity\ngains\nfor\nour\ncust omers.\nNow\nI'll\nhighlight\nexamples\nof\nour\npr ogr ess\nstar ting\nwith\ninfr astructur e.\nA zur e\nagain\nt ook\nshar e\nas\nor ganizations\nbring\ntheir\nworkloads\nt o\nour\ncloud.\nW e\nha v e\nthe\nmost\ncompr ehensiv e\ncloud\nfootprint\nwith\nmor e\nthan\n60\ndata\ncenter\nr egions\nworldwide,\nas\nwell\nas\nthe\nbest\nAI\ninfr astructur e\nfor\nboth\ntr aining\nand\ninf er ence.\nAnd\nwe\nalso\nha v e\nour\nAI\nser vices\ndeplo y ed\nin\nmor e\nr egions\nthan\nany\nother\ncloud\npr o vider .\nThis\nquar ter ,\nwe\nannounced\nthe\ngener al\na v ailability\nof\nour\nnext-gener ation\nH100\nvir tual\nmachines.\nA zur e\nAI\npr o vides\naccess\nt o\nbest-in-class\nfr ontier\nmodels\nfr", "start_char_idx": 0, "end_char_idx": 1069, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "615e7ff0-9074-4fbc-9e1d-186f4bcb740a": {"__data__": {"id_": 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"e459f9d0e5d6b8f3b4cadb7cee4282235550ee1517b325b4d4400996564d8a6f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4cc02ac4-a3d1-4df7-8a35-c438555a8475", "node_type": "1", "metadata": {}, "hash": "99d6c112db14d7f7e3be87a817d4ae3c04f5850db2895c43ade86bcaa79c45f1", "class_name": "RelatedNodeInfo"}}, "hash": "cafd08845ccf9c3b3b57fcdc5df2806dd3568a36d07ada8f50ed4ccdc52fd235", "text": "o vides\naccess\nt o\nbest-in-class\nfr ontier\nmodels\nfr om\nOpenAI\nand\nopen-sour ce\nmodels,\nincluding\nour\nown,\nas\nwell\nas\nfr om\nMeta\nand\nHugging\nF ace,\nwhich\ncust omers\ncan\nuse\nt o\nbuild\ntheir\nown\nAI\napps\nwhile\nmeeting\nspeci\ufb01c\ncost\nlatency ,\nand\nper formance\nneeds.\nBecause\nof\nour\no v er all\ndiff er entiation,\nmor e\nthan\n18,000\nor ganizations\nnow\nuse\nA zur e\nOpenAI\nser vices,\nincluding\nnew\nt o\nA zur e\ncust omers.\nAnd\nwe\nar e\nexpanding\nour\nr each\nwith\ndigital-\ufb01rst\ncompanies\nwith\nOpenAI\nAPIs\nas\nleading\nAI\nstar t-ups\nuse\nOpenAI\nt o\npower\ntheir\nAI\nsolutions,\nther efor e,\nmaking\nthem\nA zur e\ncust omers\nas\nwell.\nW e\ncontinue\nt o\nsee\nmor e\ncloud\nmigr ations\nwith\nA zur e\nAr c.\nW e 'r e\nmeeting\ncust omers\nwher e\nthe y\nar e,\nhelping\nthem\nrun\napps\nacr oss\non-pr em\nedge\nand\nmulti-cloud\nenvir onments.\nW e\nnow\nha v e\n21,000\nAr c\ncust omers\nup\n140%\ny ear-o v er-y ear .\nW e\nar e\nthe\nonly\nother\ncloud\npr o vider\nt o\nrun\nOr acle ' s\ndatabase\nser vices,\nmaking\nit\nsimpler\nfor\ncust omers\nt o\nmigr ate\ntheir\non-pr em\nOr acle\ndatabases\nt o\nour\ncloud.\nCust omers\nlik e\nP epsiCo\nand\nV odafone\nwill\nha v e\naccess\nt o\na\nseamless\nfully\nintegr", "start_char_idx": 1017, "end_char_idx": 2140, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4cc02ac4-a3d1-4df7-8a35-c438555a8475": {"__data__": {"id_": 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"cafd08845ccf9c3b3b57fcdc5df2806dd3568a36d07ada8f50ed4ccdc52fd235", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a69a9216-bd25-4d77-8136-a44d53420747", "node_type": "1", "metadata": {}, "hash": "1e08e72a83acf3e75fd64f20e5b1632f8a406596fea2d71a97e8bdf1f3f3153d", "class_name": "RelatedNodeInfo"}}, "hash": "99d6c112db14d7f7e3be87a817d4ae3c04f5850db2895c43ade86bcaa79c45f1", "text": "v e\naccess\nt o\na\nseamless\nfully\nintegr ated\nexperience\nfor\ndeplo ying,\nmanaging,\nand\nusing\nOr acle\ndatabase\ninstances\non\nA zur e.\nAnd\nwe\nar e\nthe\ncloud\nof\nchoice\nfor\ncust omers'\nSAP\nworkloads\nt oo.\nCompanies\nlik e\nBr other\nIndustries,\nHanes,\nZEISS,\nand\nZF\nGr oup\nall\nrun\nSAP\non\nA zur e.\nNow\non\nt o\ndata.\nIn\nthe\nage\nof\nCopilots,\nor ganizations\nar e\nlooking\nt o\nconsolidate\ntheir\ndata\nestate,\nthat' s\nwhy\nwith\nour\nMicr osoft\nIntelligent\nData\nPlatform,\nwe\nar e\nbringing\nt ogether\noper ational\ndata\nst or es,\nanalytics,\nand\ngo v ernance.\nMor e\nthan\n73%\nof\nthe\nF or tune\n1000\nuse\nthr ee\nor\nmor e\nof\nour\ndata\nsolutions\nt oda y .\nAnd\nwith\nMicr osoft\nF abric,\nwe\nar e\nunifying\ncompute,\nst or age,\nand\ngo v ernance\nint o\none\nend-t o-end\nanalytical\nsolution\nwith\nan\nall-inclusiv e\nbusiness\nmodel.\nMor e\nthan\n16,000\ncust omers\nar e\nactiv ely\nusing\nF abric,\nincluding\no v er\n50%\nof\nthe\nF or tune\n500.", "start_char_idx": 2102, "end_char_idx": 2990, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a69a9216-bd25-4d77-8136-a44d53420747": {"__data__": {"id_": "a69a9216-bd25-4d77-8136-a44d53420747", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "49b9383d-ae03-4eb2-ab5d-a4cd530bfa06", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "534810ede00ff7436eec969e262d5eb0332b42596326e8246a28a714f27e87b7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4cc02ac4-a3d1-4df7-8a35-c438555a8475", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "99d6c112db14d7f7e3be87a817d4ae3c04f5850db2895c43ade86bcaa79c45f1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9b2c3a28-6720-47dd-beda-fc4fe89e063a", "node_type": "1", "metadata": {}, "hash": "83dbbb9db8a9aefb39cc8576b6d57da5593666e7405718dbb15efe5a42631799", "class_name": "RelatedNodeInfo"}}, "hash": "1e08e72a83acf3e75fd64f20e5b1632f8a406596fea2d71a97e8bdf1f3f3153d", "text": "Now\non\nt o\nde v elopers.\nWith\nGitHub\nCopilot,\nwe\nar e\nincr easing\nde v eloper\npr oductivity\nb y\nup\nt o\n55%,\nwhile\nhelping\nthem\nsta y\nin\nthe\n\ufb02ow\nand\nbringing\nthe\njo y\nback\nt o\ncoding.\nW e\nha v e\no v er\n1\nmillion\npaid\nCopilot\nusers\nand\nmor e\nthan\n37,000\nor ganizations\nha v e\nsubscribed\nt o\nCopilot\nfor\nbusiness,\nup\n40%\nquar ter-o v er-quar ter\nwith\nsigni\ufb01cant\ntr action\noutside\nthe\nUnited\nStates.\nThis\nquar ter ,\nwe\nadded\nnew\ncapabilities\nwith\nGitHub\nCopilot\nChat,\nwhich\nar e\nalr eady\nbeing\nused\nb y\nboth\ndigital\nnativ es\nlik e\nShopify ,\nas\nwell\nas,\nleading\nenterprises\nlik e\nMaersk\nand\nPwC\nt o\nsuper char ge\nthe\npr oductivity\nof\ntheir\nsoftwar e\nde v elopers.\nAll\nup,\nthe\nnumber\nof\nde v elopers\nusing\nGitHub\nhas\nincr eased\n4x\nsince\nour\nacquisition\n\ufb01v e\ny ears\nago.\nW e 'v e\nalso\nbr ought\nCopilot\nt o\nP ower\nPlatform,\nenabling\nany one\nt o\nuse\nnatur al\nlanguage\nt o\ncr eate\napps,\nbuild\nvir tual\nagents\nand\nanalyz e\ndata.\nMor e\nthan\n126,000\nor ganizations,\nincluding\n3M,\nE quinor ,\nL umen\nT echnologies,\nNationwide,\nPG&E,\nand\nT o y ota\nha v e\nall\nused\nCopilot\nin\nP ower\nPlatform\nt o\ndate.\nEY", "start_char_idx": 0, "end_char_idx": 1087, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9b2c3a28-6720-47dd-beda-fc4fe89e063a": {"__data__": {"id_": "9b2c3a28-6720-47dd-beda-fc4fe89e063a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "49b9383d-ae03-4eb2-ab5d-a4cd530bfa06", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "534810ede00ff7436eec969e262d5eb0332b42596326e8246a28a714f27e87b7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a69a9216-bd25-4d77-8136-a44d53420747", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "1e08e72a83acf3e75fd64f20e5b1632f8a406596fea2d71a97e8bdf1f3f3153d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6a81058a-20ee-48fd-a88a-94530c114ae3", "node_type": "1", "metadata": {}, "hash": "f7ab450ffe6648f842a9d0bc9389411fdc255a31c3ac72b79159507b20f01594", "class_name": "RelatedNodeInfo"}}, "hash": "83dbbb9db8a9aefb39cc8576b6d57da5593666e7405718dbb15efe5a42631799", "text": "ower\nPlatform\nt o\ndate.\nEY ,\nfor\nexample,\nhas\nenabled\nCopilot\nfor\nall\n170,000-plus\nP ower\nPlatform\nusers\nat\nthe\ncompany .\nAnd\nthis\nquar ter ,\nwe\nadded\nnew\nCopilot\ncapabilities\nt o\nP ower\nP ages\nmaking\nit\npossible\nt o\nbuild\na\ndata-driv en\nwebsite\nusing\njust\na\nf ew\nsentences\nor\nclicks.\nFinally ,\nP ower\nApps\nr emains\nthe\nmark et\nleader\nand\nlow-code\nno-code\nde v elopment,\nnow\nwith\n20\nmillion\nmonthly\nactiv e\nusers,\nup\n40%\ny ear-o v er-y ear .\nNow\non\nt o\nbusiness\napplications.\nAll-up\nDynamics\n365\nt ook\nshar e\nfor\nthe\n10th\nconsecutiv e\nquar ter .\nW e 'r e\nusing\nthis\nAI\nin\ufb02ection\npoint\nt o\nr ede\ufb01ne\nour\nr ole\nin\nbusiness\napplications.\nW e\nar e\nbecoming\nthe\nCopilot-led\nbusiness\npr ocess\ntr ansformation\nla y er\non\nt op\nof\nexisting\nCRM\nsystems\nlik e\nSalesfor ce.\nF or\nexample,\nour\nSales\nCopilot\nhelp\nsellers\nthat\nmor e\nthan\n15,000\nor ganizations\nincluding\nRockwell\nA ut omation,\nSandvik\nCor omant,\nSecuritas,\nand\nT eleper formance,\npersonaliz e\ncust omer\ninter actions\nbased\non\ndata\nfr om\nthir d-par ty\nCRMs.\nW e 'r e\nalso\nbringing\nCopilot\nt o\nDynamics\n365\nt o\nhelp\nwith\ne v er ything\nfr om\nsuggested\nactions\nand\ncontent\nideas,\nt o\nfaster\naccess\nt o\nv aluable\nbusiness\ndata.\nAnd\nthis\nquar ter", "start_char_idx": 1061, "end_char_idx": 2251, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6a81058a-20ee-48fd-a88a-94530c114ae3": {"__data__": {"id_": "6a81058a-20ee-48fd-a88a-94530c114ae3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "49b9383d-ae03-4eb2-ab5d-a4cd530bfa06", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "534810ede00ff7436eec969e262d5eb0332b42596326e8246a28a714f27e87b7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9b2c3a28-6720-47dd-beda-fc4fe89e063a", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "83dbbb9db8a9aefb39cc8576b6d57da5593666e7405718dbb15efe5a42631799", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f9272c4e-a671-4d8f-b21b-78def22ce7a6", "node_type": "1", "metadata": {}, "hash": "c22d25eef85efce00cfd6156f218b202763232ce93dc3d021e71cf9ffa3c9a54", "class_name": "RelatedNodeInfo"}}, "hash": "f7ab450ffe6648f842a9d0bc9389411fdc255a31c3ac72b79159507b20f01594", "text": "o\nv aluable\nbusiness\ndata.\nAnd\nthis\nquar ter ,\nwe\nintr oduced\nCopilot\nin\nDynamics\n365\nField\nSer vice,\nt o\nhelp\nstr eamline\nfr ontline\ntasks.\nNow\non\nt o\nindustr y\nand\ncr oss-industr y\nclouds.\nIn\nhealthcar e,\nour\nDr agon\nAmbient\neXperience\nsolution\nhelps\nclinicians\naut omatically\ndocument\npatient\ninter actions\nat\nthe\npoint\nof\ncar e.\nIt' s\nbeen\nused\nacr oss\nmor e\nthan\n10\nmillion\ninter actions\nt o\ndate.\nAnd\nwith\nD AX\nCopilot,\nwe\nar e\napplying\ngener ativ e\nAI\nmodels\nt o\ndr aft\nhigh-quality\nclinical\nnotes\nin\nseconds,\nincr easing\nphysician\npr oductivity\nand\nr educing\nburnout.\nF or\nexample,\nA trium\nHealth,\na\nleading\npr o vider\nin\nSoutheast\nUnited\nStates\ncr edits\nD AX\nCopilot\nwith\nhelping\nits\nphysicians\neach\nsa v e\nup\nt o\n40\nminutes\nper\nda y\nin\ndocumentation\ntime.", "start_char_idx": 2207, "end_char_idx": 2972, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f9272c4e-a671-4d8f-b21b-78def22ce7a6": {"__data__": {"id_": "f9272c4e-a671-4d8f-b21b-78def22ce7a6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1848ccdb-cb5a-48d6-bbd0-eaaf23410cbc", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f852c1a87369dcc10629d50374131551090a4d0e343389015353d40450b554b2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6a81058a-20ee-48fd-a88a-94530c114ae3", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f7ab450ffe6648f842a9d0bc9389411fdc255a31c3ac72b79159507b20f01594", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e045bd2e-4c9f-4614-aabc-147a3bcbc670", "node_type": "1", "metadata": {}, "hash": "ff8440230bdbef34020304713d2f030df3de8f36b984d47a0eb77ea5b4a0e527", "class_name": "RelatedNodeInfo"}}, "hash": "c22d25eef85efce00cfd6156f218b202763232ce93dc3d021e71cf9ffa3c9a54", "text": "W e\nar e\nalso\nintr oducing\nhealthcar e\ndata\nsolutions\nin\nMicr osoft\nF abric,\nenabling\npr o viders\nlik e\nNor thwestern\nMedicine\nand\nSingHealth\nt o\nunify\nhealth\ndata\nin\na\nsecur e,\ncompliant\nwa y .\nAnd\nwith\nour\nMicr osoft\nCloud\nfor\nso v er eignty ,\nwhich\nwill\nbecome\ngener ally\na v ailable\nb y\nthe\nend\nof\nthe\ncalendar\ny ear ,\nwe\noff er\nindustr y-leading\ndata\nso v er eignty\nand\nencr yption\ncontr ols,\nmeeting\nthe\nspeci\ufb01c\nneeds\nof\npublic\nsect or\ncust omers\nar ound\nthe\nworld.\nNow\non\nt o\nthe\nfutur e\nof\nwork.\nCopilot\nis\ny our\ne v er y da y\nAI\nassistant,\nhelping\ny ou\nbe\nmor e\ncr eativ e\nin\nW or d,\nmor e\nanalytical\nin\nEx cel,\nmor e\nexpr essiv e\nin\nP owerP oint,\nmor e\npr oductiv e\nin\nOutlook,\nand\nmor e\ncollabor ativ e\nin\nT eams.\nT ens\nof\nthousands\nof\nemplo y ees\nat\ncust omers\nlik e\nBa y er ,\nKPMG,\nMa y o\nClinic,\nSuncorp,\nand\nVisa,\nincluding\n40%\nof\nthe\nF or tune\n100,\nar e\nusing\nCopilot\nas\npar t\nof\nour\nearly\naccess\npr ogr am.\nCust omers\ntell\nus\nthat\nonce\nthe y\nuse\nCopilot,\nthe y\ncan 't\nimagine\nwork\nwithout\nit\nand\nwe\nar e\nex cited\nt o\nmak e\nit\ngener ally\na v ailable\nfor\nenterprise\ncust", "start_char_idx": 0, "end_char_idx": 1085, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, 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Q1 2024 Earnings Call Transcript.pdf"}, "hash": "c22d25eef85efce00cfd6156f218b202763232ce93dc3d021e71cf9ffa3c9a54", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5543256a-3775-478e-a544-f4dce40b45ae", "node_type": "1", "metadata": {}, "hash": "c65bfe1b99515e1a204f0affd11b84bce29453e369a829b8961fba6ba6d9d485", "class_name": "RelatedNodeInfo"}}, "hash": "ff8440230bdbef34020304713d2f030df3de8f36b984d47a0eb77ea5b4a0e527", "text": "o\nmak e\nit\ngener ally\na v ailable\nfor\nenterprise\ncust omers\nnext\nweek.\nThis\nquar ter ,\nwe\nalso\nintr oduced\na\nnew\nher o\nexperience\nin\nCopilot,\nhelping\nemplo y ees\ntap\nint o\ntheir\nentir e\nuniv erse\nof\nwork,\ndata,\nand\nknowledge\nusing\nchat.\nAnd\nthe\nnew\nCopilot\nLab\nhelps\nemplo y ees\nbuild\ntheir\nown\nwork\nhabits\nfor\nthis\ner a\nof\nAI,\nb y\nhelping\nthem\nturn\ngood\npr ompts\nint o\ngr eat\nones.\nWhen\nit\ncomes\nt o\nT eams,\nusage\ncontinues\nt o\ngr ow\nwith\nmor e\nthan\n320\nmillion\nmonthly\nactiv e\nusers,\nmaking\nT eams\nthe\nplace\nt o\nwork\nacr oss\nchat,\ncollabor ation,\nmeetings,\nand\ncalling.\nThis\nquar ter ,\nwe\nintr oduced\na\nnew\nv ersion\nof\nT eams\nthat\nis\nup\nt o\n2\ntimes\nfaster ,\nwhile\nusing\n50%\nless\nmemor y\nand\nincludes\nseamless\ncr oss-tenant\ncommunications\nand\ncollabor ation.\nW e 'v e\nseen\nnine\nconsecutiv e\nquar ters\nof\ntriple-digit\nr e v enue\ngr owth\nfor\nT eams\nRooms,\nand\nmor e\nthan\n10,000\npaid\ncust omers\nnow\nuse\nT eams\nPr emium.\nT eams\nhas\nalso\nbecome\na\nmultipla y er\ncanv as\nfor\nbusiness\npr ocess.\nTher e\nar e\nmor e\nthan\n2,000\napps\nin\nT eams\nSt or e,\nand\ncollabor ativ e\napps\nfr om\nAdobe,\nA tlassian\nand\nW ork da y ,\neach\nex", "start_char_idx": 1032, "end_char_idx": 2146, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5543256a-3775-478e-a544-f4dce40b45ae": {"__data__": {"id_": "5543256a-3775-478e-a544-f4dce40b45ae", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1848ccdb-cb5a-48d6-bbd0-eaaf23410cbc", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f852c1a87369dcc10629d50374131551090a4d0e343389015353d40450b554b2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e045bd2e-4c9f-4614-aabc-147a3bcbc670", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "ff8440230bdbef34020304713d2f030df3de8f36b984d47a0eb77ea5b4a0e527", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7e3c420e-c90f-4c9f-b8d8-e607affac977", "node_type": "1", "metadata": {}, "hash": "f7febcd9528dd2cda8fddacfbe0c12f75fc7b372e5b2c3b5f709323a9133f3ff", "class_name": "RelatedNodeInfo"}}, "hash": "c65bfe1b99515e1a204f0affd11b84bce29453e369a829b8961fba6ba6d9d485", "text": "om\nAdobe,\nA tlassian\nand\nW ork da y ,\neach\nex ceeded\n1\nmillion\nmonthly\nactiv e\nusers\non\nT eams.\nAnd\nwith\nViv a,\nwe\nha v e\ncr eated\na\nnew\nmark et\ncategor y\nfor\nemplo y ee\nexperience,\nhelping\ncompanies\nlik e\nDell,\nLlo y ds\nBanking\nGr oup,\nand\nP a yP al\nbuild\nhigh-per formance\nor ganizations.\nWith\nskills\nin\nViv a,\nwe 'r e\nbringing\nt ogether\ninformation\nfr om\nMicr osoft\n365\nand\nLink edIn\nt o\nhelp\nemplo y ers\nunderstand\nworkfor ce\ngaps,\nand\nsuggest\npersonaliz ed\nlearning\ncontent\nt o\naddr ess\nit,\nall\nin\nthe\n\ufb02ow\nof\nwork.\nAll\nup,\nwe\ncontinue\nt o\nsee\nmor e\nor ganizations\nchoose\nMicr osoft\n365,\nand\ncompanies\nacr oss\nthe\npriv ate\nand\npublic\nsect ors\nincluding\nCerberus,\nChanel,\nand\nD X C\nT echnology ,\nall\nr ely\non\nour\nPr emium\nE5\noff erings\nfor\nadv anced\nsecurity\ncompliance,\nv oice,\nand\nanalytics.", "start_char_idx": 2101, "end_char_idx": 2897, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7e3c420e-c90f-4c9f-b8d8-e607affac977": {"__data__": {"id_": "7e3c420e-c90f-4c9f-b8d8-e607affac977", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "17a1d186-8102-42a1-8575-7190f1e5f11e", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "e9e3ad9f0309f6ff20ae98aec2994f94486cf3a1d4eee9719126373cc97f8859", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5543256a-3775-478e-a544-f4dce40b45ae", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "c65bfe1b99515e1a204f0affd11b84bce29453e369a829b8961fba6ba6d9d485", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "cb25dd30-e843-4633-bbe0-fe6bce413669", "node_type": "1", "metadata": {}, "hash": "6bb061e3be31ce0060ee7258c582c55e3d791b7df2294a1926848db1ef30c938", "class_name": "RelatedNodeInfo"}}, "hash": "f7febcd9528dd2cda8fddacfbe0c12f75fc7b372e5b2c3b5f709323a9133f3ff", "text": "Now\non\nt o\nWindows,\nthe\nPC\nmark et\nunit\nv olumes\nwer e\nat\nr oughly\npr e-pandemic\nle v els\nand\nwe\ncontinue\nt o\ninno v ate\nacr oss\nWindows,\nadding\ndiff er entiated\nAI-power ed\nexperiences\nt o\nthe\noper ating\nsystem.\nW e\nr olled\nout\nthe\nbiggest\nupdate\nt o\nWindows\n11\ne v er\nadding\n150\nnew\nf eatur es\nincluding\nnew\nAI-power ed\nexperiences\nin\napps,\nlik e,\nClipchamp,\nP aint,\nand\nPhot os,\nand\nwe\nintr oduced\nCopilot\nin\nWindows,\nthe\nE v er y da y\nAI\ncompanion,\nwhich\nincorpor ates\nthe\ncontext\nt o\nthe\nweb,\ny our\nwork\ndata\nand\nwhat\ny ou\nar e\ndoing\non\nthe\nPC\nt o\npr o vide\nbetter\nassistance.\nW e\nar e\nseeing\nacceler ated\nWindows\n11\ndeplo yments\nworldwide\nfr om\ncompanies\nlik e\nBP ,\nE ur owings,\nKantar ,\nand\nRBC.\nFinally ,\nwith\nWindows\n365\nBoot\nand\nSwitch,\nwe 'r e\nmaking\nit\neasier\nthan\ne v er\nfor\nemplo y ees\nat\ncompanies\nlik e\nCr ocs,\nHambur g\nCommer cial\nBank,\nthe\nING\nBank\nt o\nget\na\npersonaliz ed\nWindows\n365\nCloud\nPC\nwith\nCopilot\non\nany\nde vice.\nNow\non\nt o\nsecurity .\nThe\nspeed,\nscale,\nand\nsophistication\nof\ncyber attacks\nt oda y\nis\nunpar alleled\nand\nsecurity\nis\nthe\nnumber\none\npriority\nfor\nCIOs\nworldwide.\nW e\nsee\nhigh-demand\nfor\nSecurity\nCopilot,\nthe\nindustr y '", "start_char_idx": 0, "end_char_idx": 1159, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cb25dd30-e843-4633-bbe0-fe6bce413669": {"__data__": {"id_": "cb25dd30-e843-4633-bbe0-fe6bce413669", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, 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"e\nsee\nhigh-demand\nfor\nSecurity\nCopilot,\nthe\nindustr y ' s\n\ufb01rst\nand\nmost\nadv anced\ngener ativ e\nAI\npr oduct,\nwhich\nis\nnow\nseamlessly\nintegr ated\nwith\nMicr osoft\n365\nDef ender .\nDo z ens\nof\nor ganizations\nincluding\nBridgewater ,\nFidelity\nNational\nFinancial,\nand\nGo v ernment\nof\nAlber ta\nha v e\nbeen\nusing\nCopilot\nin\nPr e view ,\nand\nearly\nf eedback\nhas\nbeen\npositiv e.\nAnd\nwe\nlook\nfor war d\nt o\nbringing\nCopilot\nt o\nhundr eds\nof\nor ganizations\nin\nthe\ncoming\nmonths\nas\npar t\nof\nthe\nnew\nearly\naccess\npr ogr am,\nso\nthe y\ncan\nimpr o v e\nthe\npr oductivity\nof\ntheir\nown,\nsecurity\noper ation\ncenters\nand\nst op\nthr eats\nat\nmachine\nspeeds.\nMor e\nbr oadly ,\nwe\ncontinue\nt o\ntak e\nshar e\nacr oss\nall\nmajor\ncategories\nwe\nser v e,\nand\nour\nSIEM,\nMicr osoft\nSentinel\nnow\nhas\nmor e\nthan\n25,000\ncust omers\nin\nr e v enue,\nsurpassed\n$1\nbillion\nannual\nrun-r ate,\nand\ncust omers\nin\ne v er y\nindustr y\nlik e\nBoo z\nAllen\nHamilt on,\nGr ant\nThornt on\nand\nMetLif e\nuse\nour\nend-t o-end\nsolutions\nt o\npr otect\ntheir\nenvir onments.\nNow\non\nt o\nLink edIn.\nW e\nar e\nnow\napplying\nthis\nnew\ngener ation\nof\nAI\nt o\ntr ansform\nhow\nthe\n985\nmillion\nmembers\nlearn,\nsell\nand\nget\nhir", "start_char_idx": 1104, "end_char_idx": 2241, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "57e6a6f2-ae65-4498-8992-63a2579679a3": {"__data__": {"id_": "57e6a6f2-ae65-4498-8992-63a2579679a3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": 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ated\neach\nquar ter\nfor\no v er\ntwo\ny ears\nin\na\nr ow .\nThis\nquar ter ,\nwe\nintr oduced\nnew\nAI-driv en\nf eatur es\nacr oss\nall\nof\nour\nbusinesses,\nincluding\nour\nlearning\ncoach\nthat\ngiv es\nmembers\npersonaliz ed\ncontent\nguidelines,\nand\nt ools\nt o\nhelp\nemplo y ers\n\ufb01nd\nquali\ufb01ed\ncandidates\nand\nsellers\nand\nmark eters\nattr act\nbuy ers\nin\na\nsingle\nstep.\nSince\nintr oducing\nAI-assisted\nmessages\nfor\nr ecruiters\n\ufb01v e\nmonths\nago,\nthr ee-four ths\nof\nthem\nsa y ,\nit\nsa v ed\nthem\ntime.\nAnd\nwe\nha v e\nseen\na\nnearly\n80%\nincr ease\nin\nmembers\nwatching\nAI-r elated\nlearning\ncourses\nthis\nquar ter .\nMor e\nbr oadly ,\nwe\ncontinue\nt o\nsee\nr ecor d\nengagement\nand\nknowledge\nsharing\non\nthe\nplatform.\nW e\nnow\nha v e\nmor e\nthan\n450\nmillion\nnewsletter\nsubscriptions\nglobally ,\nup\n3x\ny ear-o v er-y ear .\nPr emium", "start_char_idx": 2242, "end_char_idx": 3061, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "26bbbf9a-de3a-4af0-8bae-1f67d3199a34": {"__data__": {"id_": "26bbbf9a-de3a-4af0-8bae-1f67d3199a34", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0a199fd8-34f9-4758-8dd4-53d8cb03c0f0", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "b6243bd92e97f9057f30bd848aa137010cc48870a922f7f5c700797b4fc9d17c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "57e6a6f2-ae65-4498-8992-63a2579679a3", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "3ed60f493e5ca6aa5fed2995fe697ea18361cbdb4c4c4e58ba1a6ce4da285233", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "db88a9e4-3c65-408f-8dd6-06ed8478cf99", "node_type": "1", "metadata": {}, "hash": "278421c4e449c18bdb7de634f264e5624f82a6928e5c29c592f2bb71bb2b62da", "class_name": "RelatedNodeInfo"}}, "hash": "ab326d9ca9d2a58a8689c345f626db5e4d6a3dcf6f1ad6f17ec29f2ef8c75944", "text": "subscription\nsign-ups\nwer e\nup\n55%\ny ear-o v er-y ear\nand\nour\nhiring\nbusiness\nt ook\nshar e\nfor\nthe\n\ufb01fth\nconsecutiv e\nquar ter .\nNow\non\nt o\nsear ch,\nadv er tising,\nand\nnews.\nWith\nour\nCopilot\nfor\nthe\nW eb,\nwe\nar e\nr ede\ufb01ning\nhow\npeople\nuse\nthe\nInternet\nt o\nsear ch\nand\ncr eate.\nBing\nusers\nha v e\nengaged\nin\nmor e\nthan\n1.9\nbillion\nchats,\nand\nMicr osoft\nE dge\nhas\nnow\ngained\nshar e\nfor\n10\nconsecutiv e\nquar ters.\nThis\nquar ter ,\nwe\nintr oduced\nnew\npersonaliz ed\nanswers,\nas\nwell\nas,\nsuppor t\nfor\nD ALL-E\n3,\nhelping\npeople\nget\nmor e\nr ele v ant\nanswers\nand\nt o\ncr eate\nincr edibly\nr ealistic\nimages\nwith\nmor e\nthan\n1.8\nbillion\nimages\nha v e\nbeen\ncr eated\nt o-date.\nAnd\nwith\nour\nCopilot\nand\nShopping,\npeople\ncan\n\ufb01nd\nmor e\ntailor ed\nr ecommendations\nand\nbetter\ndeals.\nW e 'r e\nalso\nexpanding\nt o\nnew\nendpoints,\nbringing\nBing\nt o\nMeta ' s\nAI\nchat\nexperience\nin\nor der\nt o\npr o vide\nmor e\nup-t o-date\nanswers,\nas\nwell\nas\naccess\nt o\nr eal-time\nsear ch\ninformation.\nFinally ,\nwe\nar e\nintegr ating\nthis\nnew\ngener ation\nof\nAI\ndir ectly\nint o\nour\nad\nplatforms\nt o\nmor e\neff ectiv ely\nconnect\nmark eteers\nt", "start_char_idx": 0, "end_char_idx": 1091, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "db88a9e4-3c65-408f-8dd6-06ed8478cf99": {"__data__": {"id_": "db88a9e4-3c65-408f-8dd6-06ed8478cf99", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0a199fd8-34f9-4758-8dd4-53d8cb03c0f0", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "b6243bd92e97f9057f30bd848aa137010cc48870a922f7f5c700797b4fc9d17c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "26bbbf9a-de3a-4af0-8bae-1f67d3199a34", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "ab326d9ca9d2a58a8689c345f626db5e4d6a3dcf6f1ad6f17ec29f2ef8c75944", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "98c540b5-42bd-4067-b62b-5c460710136e", "node_type": "1", "metadata": {}, "hash": "f0c7127bfeb66ace25468c03fcf40352ffd6d406cef02b83a0b575b0984572be", "class_name": "RelatedNodeInfo"}}, "hash": "278421c4e449c18bdb7de634f264e5624f82a6928e5c29c592f2bb71bb2b62da", "text": "o\nmor e\neff ectiv ely\nconnect\nmark eteers\nt o\ncust omer\nintent\nin\nchat\nexperiences,\nboth\nfr om\nus\nas\nwell\nas\ncust omers\nlik e\nAx el\nSpringer\nand\nSnap.\nNow\non\nt o\ngaming.\nW e\nwer e\ndelighted\nt o\nclose\nour\nacquisition\nof\nActivision\nBlizzar d\nKing\nearlier\nthis\nmonth.\nT ogether ,\nwe\nwill\nadv ance\nour\ngoal\nof\nbringing\ngr eat\ngames\nt o\npla y ers\ne v er ywher e\non\nany\nendpoint.\nAlr eady\nwith\nGame\nP ass,\nwe 'r e\nr ede\ufb01ning\nhow\ngames\nar e\ndistributed,\npla y ed,\nand\ndisco v er ed.\nW e\nset\na\nr ecor d\nfor\nhours\npla y ed\nper\nsubscriber\nthis\nquar ter .\nW e\nr eleased\nStar\ufb01eld\nthis\nquar ter\nt o\nbr oader\nacclaim,\nmor e\nthan\n11\nmillion\npeople\nha v e\npla y ed\nthe\ngame\nt o\ndate.\nNearly\nhalf\nof\nthe\nhours\npla y ed\nha v e\nbeen\non\nPC\nand\non\nlaunch\nda y ,\nwe\nset\na\nr ecor d\nfor\nthe\nmost\nGame\nP ass\nsubscriptions\nadded\non\na\nsingle\nda y\ne v er .\nMinecr aft\nhas\nnow\nsurpassed\n300\nmillion\ncopies\nsold,\nand\nwith\nActivision\nBlizzar d\nKing,\nwe\nnow\nadds\nsigni\ufb01cant\ndepth\nt o\nour\ncontent\npor tfolio.\nW e\nwill\nha v e\n$13\nbillion-plus\nfr anchises\nfr om\nCandy\nCrush,\nDiablo,\nand\nHalo\nt o\nW ar cr aft,\nElder\nScr", "start_char_idx": 1048, "end_char_idx": 2131, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "98c540b5-42bd-4067-b62b-5c460710136e": {"__data__": {"id_": "98c540b5-42bd-4067-b62b-5c460710136e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0a199fd8-34f9-4758-8dd4-53d8cb03c0f0", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "b6243bd92e97f9057f30bd848aa137010cc48870a922f7f5c700797b4fc9d17c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "db88a9e4-3c65-408f-8dd6-06ed8478cf99", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "278421c4e449c18bdb7de634f264e5624f82a6928e5c29c592f2bb71bb2b62da", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6c78cb23-3297-498f-99a2-c2e76888b6b6", "node_type": "1", "metadata": {}, "hash": "01f856450bb5ba7c405d50d254eaae63e1363d8cb28cb8810a488cf78a53998d", "class_name": "RelatedNodeInfo"}}, "hash": "f0c7127bfeb66ace25468c03fcf40352ffd6d406cef02b83a0b575b0984572be", "text": "o\nW ar cr aft,\nElder\nScr olls\nand\nGears\nof\nW ar .\nAnd\nwe 'r e\nlooking\nfor war d\nt o\none\nof\nour\nstr ongest\n\ufb01rst-par ty\nholida y\nlineups\ne v er ,\nincluding\nnew\ntitles\nlik e\nCall\nof\nDuty:\nModern\nW ar far e\n3\nand\nF orza\nMot orspor t.\nIn\nclosing,\nwe\nar e\nr apidly\ninno v ating\nt o\nexpand\nour\noppor tunity\nacr oss\nour\nconsumer\nand\ncommer cial\nbusinesses,\nas\nwe\nhelp\nour\ncust omers\nthriv e\nin\nthis\nnew\ner a.\nIn\njust\na\nf ew\nweeks,\nwe 'll\nbe\nholding\nour\n\ufb02agship\nIgnite\nConf er ence,\nwher e\nwe\nwill\nintr oduce\nmor e\nthan\n100\nnew\npr oducts\nand\ncapabilities,\nincluding\nex citing\nnew\nAI\ninno v ations.\nI\nencour age\ny ou\nt o\ntune\nin.\nWith\nthat,\nI'll\nturn\nit\no v er\nt o\nAmy .\nA my\nHood", "start_char_idx": 2107, "end_char_idx": 2777, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6c78cb23-3297-498f-99a2-c2e76888b6b6": {"__data__": {"id_": "6c78cb23-3297-498f-99a2-c2e76888b6b6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cb06c4be-541a-48db-8046-f7418893cb42", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f6620b5437fc62d7257e7eb987fbe77e6c0e9e7963499de1164f7e6e59e531cf", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "98c540b5-42bd-4067-b62b-5c460710136e", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f0c7127bfeb66ace25468c03fcf40352ffd6d406cef02b83a0b575b0984572be", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "634b0253-69b7-476e-b631-5016ccdad255", "node_type": "1", "metadata": {}, "hash": "b2361b21b49ad79aa98c34584c2bb938a87ed0bcd26ee152dcfeb9a4714d512e", "class_name": "RelatedNodeInfo"}}, "hash": "01f856450bb5ba7c405d50d254eaae63e1363d8cb28cb8810a488cf78a53998d", "text": "Thank\ny ou,\nSaty a,\nand\ngood\nafternoon,\ne v er y one.\nThis\nquar ter ' s\nr e v enue\nwas\n$56.5\nbillion,\nup\n13%\nand\n12%\nin\nconstant\ncurr ency .\nEarnings\nper\nshar e\nwas\n$2.99\nand\nincr eased\n27%\nand\n26%\nin\nconstant\ncurr ency .\nConsistent\nex ecution\nb y\nour\nsales\nteams\nand\npar tners\ndr o v e\na\nstr ong\nstar t\nt o\nthe\n\ufb01scal\ny ear .\nResults\nex ceeded\nexpectations\nand\nwe\nsaw\nshar e\ngains\nagain\nthis\nquar ter\nacr oss\nmany\nbusinesses,\nas\ncust omers\nadopt\nour\ninno v ativ e\nsolutions\nt o\ntr ansform\ntheir\nbusinesses.\nIn\nour\ncommer cial\nbusiness,\nthe\ntr ends\nfr om\nthe\nprior\nquar ter\ncontinued.\nW e\nsaw\nhealthy\nr enewals,\npar ticularly\nin\nMicr osoft\n365\nE5\nand\ngr owth\nof\nnew\nbusiness\ncontinued\nt o\nbe\nmoder ated\nfor\nstandalone\npr oducts\nsold\noutside\nthe\nMicr osoft\n365\nsuite.\nIn\nA zur e,\nas\nexpected\nthe\noptimization\ntr ends\nwer e\nsimilar\nt o\nQ4.\nHigher-than-expected\nAI\nconsumption\ncontributed\nt o\nr e v enue\ngr owth\nin\nA zur e.\nAnd\nour\nconsumer\nbusiness,\nPC\nmark et\nunit\nv olumes\nar e\nr eturning\nt o\npr e-pandemic\nle v els.\nAdv er tising\nspend,\nlanded\nr oughly\nin\nline\nwith\nour\nexpectations\nand\nin\ngaming\nstr ong\nengagement\nhelped\nb", "start_char_idx": 0, "end_char_idx": 1124, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "634b0253-69b7-476e-b631-5016ccdad255": {"__data__": {"id_": "634b0253-69b7-476e-b631-5016ccdad255", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": 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cial\nbookings\nincr eased\n14%\nand\n17%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations,\nprimarily\ndriv en\nb y\nstr ong\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions,\nwith\ncontinued\ngr owth\nin\nthe\nnumber\nof\n$10\nmillion\nplus\ncontr acts\nfor\nboth\nA zur e\nand\nMicr osoft\n365.\nCommer cial\nr emaining\nper formance\nobligation,\nincr eased\n18%\nt o\n$212\nbillion,\nand\nr oughly\n45%\nwill\nbe\nr ecogniz ed\nin\nr e v enue\nin\nthe\nnext\n12\nmonths,\nup\n15%\ny ear-o v er-y ear .\nThe\nr emaining\npor tion,\nwhich\nwill\nbe\nr ecogniz ed\nbe y ond\nthe\nnext\n12\nmonths\nincr eased\n20%\nand\nthis\nquar ter ,\nour\nannuity\nmix\nwas\n96%.\nFX\ndid\nnot\nha v e\na\nsigni\ufb01cant\nimpact\non\nour\nr esults\nand\nwas\nr oughly\nin\nline\nwith\nour\nexpectations\non\nt otal\ncompany\nr e v enue,\nsegment-le v el\nr e v enue,\nCOGS,\nand\noper ating\nexpense\ngr owth.\nMicr osoft\nCloud\nr e v enue\nwas\n$31.8\nbillion\nand\ngr ew\n24%\nand\n23%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations.\nMicr osoft\nCloud' s\ngr oss\nmar gin\nper centage\nincr eased\nslightly\ny ear-o v er-y ear\nt", "start_char_idx": 1101, "end_char_idx": 2190, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9e040baf-d787-40d2-9dd0-a93c01418d69": {"__data__": {"id_": "9e040baf-d787-40d2-9dd0-a93c01418d69", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cb06c4be-541a-48db-8046-f7418893cb42", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f6620b5437fc62d7257e7eb987fbe77e6c0e9e7963499de1164f7e6e59e531cf", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "634b0253-69b7-476e-b631-5016ccdad255", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "b2361b21b49ad79aa98c34584c2bb938a87ed0bcd26ee152dcfeb9a4714d512e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7cfcf932-6205-43bc-b460-5b05ee1ccaa7", "node_type": "1", "metadata": {}, "hash": "bdefea2a35e1f3c4742443abcecb6154cd9139c1834017f151593992a69200a5", "class_name": "RelatedNodeInfo"}}, "hash": "9e17aa052810c3c31647017780681b2c8ec88526c583bdc30c755ea36ac590ba", "text": "centage\nincr eased\nslightly\ny ear-o v er-y ear\nt o\n73%,\na\npoint\nbetter\nthan\nexpected,\nprimarily\ndriv en\nb y\nimpr o v ements\nin\nA zur e.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\nfor\nuseful\nliv es,\nMicr osoft\nCloud' s\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints,\ndriv en\nb y\nthe\nimpr o v ement\njust\nmentioned\nin\nA zur e\nas\nwell\nas\nO\ufb03ce\n365,\npar tially\noffset\nb y\nthe\nimpact\nof\nscaling\nour\nAI\ninfr astructur e\nt o\nmeet\ngr owing\ndemand.\nCompany\ngr oss\nmar gin\ndollars\nincr eased\n16%\nand\n15%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\nincr eased\ny ear-o v er-y ear\nt o\n71%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\nthe\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n3\npoints,\ndriv en\nb y\nthe\nimpr o v ement\nin\nA zur e\nand\nO\ufb03ce\n365\nas\nwell\nas\nsales\nmix\nshift\nt o\nhigher\nmar gin", "start_char_idx": 2142, "end_char_idx": 2972, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7cfcf932-6205-43bc-b460-5b05ee1ccaa7": {"__data__": {"id_": "7cfcf932-6205-43bc-b460-5b05ee1ccaa7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "634e20b9-ab6a-47ff-a36e-7cc992ea63ba", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f8fcdad5f78451093db89bf50f90d095a88095845923850b782d107564a16fa8", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9e040baf-d787-40d2-9dd0-a93c01418d69", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "9e17aa052810c3c31647017780681b2c8ec88526c583bdc30c755ea36ac590ba", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f4eb9099-5b3c-4bf0-abcc-03af409f8a9e", "node_type": "1", "metadata": {}, "hash": "71cca3fd9c840a6f6b029bf33ded90c46b1f6ea365b70ecaf5af1572fa0327da", "class_name": "RelatedNodeInfo"}}, "hash": "bdefea2a35e1f3c4742443abcecb6154cd9139c1834017f151593992a69200a5", "text": "businesses.\nOper ating\nexpenses\nincr eased\n1%,\nlower\nthan\nexpected\ndue\nt o\ncost-e\ufb03ciency\nfocus\nas\nwell\nas\ninv estments\nthat\nshifted\nt o\nfutur e\nquar ters.\nOper ating\nexpense\ngr owth\nwas\ndriv en\nb y\nmark eting,\nLink edIn,\nand\ncloud\nengineering,\npar tially\noffset\nb y\nde vices.\nA t\na\nt otal\ncompany\nle v el,\nheadcount\nat\nthe\nend\nof\nSeptember\nwas\n7%\nlower\nthan\na\ny ear\nago.\nOper ating\nincome\nincr eased\n25%\nand\n24%\nin\nconstant\ncurr ency .\nOper ating\nmar gins\nincr eased\nr oughly\n5\npoints\ny ear-o v er-y ear\nt o\n48%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\noper ating\nmar gins\nincr eased\nr oughly\n6\nsix\npoints,\ndriv en\nb y\nimpr o v ed\noper ating\nle v er age\nthr ough\ncost\nmanagement\nand\nthe\nhigher\ngr oss\nmar gin\nnoted\nearlier .\nNow\nt o\nour\nsegment\nr esults.\nRe v enue\nfr om\nPr oductivity\nand\nBusiness\nPr ocesses\nwas\n$18.6\nbillion\nand\ngr ew\n13%\nand\n12%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\ndriv en\nb y\nbetter-than-expected\nr esults\nin\nO\ufb03ce\n365\nCommer cial\nand\nLink edIn.\nO\ufb03ce\nCommer cial\nr e v enue\ngr ew\n15%\nand\n14%\nin\nconstant\ncurr ency .\nO\ufb03ce\n365\nCommer cial\nr e v enue\nincr", "start_char_idx": 0, "end_char_idx": 1103, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f4eb9099-5b3c-4bf0-abcc-03af409f8a9e": {"__data__": {"id_": 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"bdefea2a35e1f3c4742443abcecb6154cd9139c1834017f151593992a69200a5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1240d058-b760-458d-8bda-602211820fbc", "node_type": "1", "metadata": {}, "hash": "916bc2408cb78ec33521321ccb38c7e4af30822e0634fb4c017ca34c49687d48", "class_name": "RelatedNodeInfo"}}, "hash": "71cca3fd9c840a6f6b029bf33ded90c46b1f6ea365b70ecaf5af1572fa0327da", "text": "cial\nr e v enue\nincr eased\n18%\nand\n17%\nin\nconstant\ncurr ency ,\nslightly\nbetter\nthan\nexpected\nwith\na\nbit\nmor e\nin-period\nr e v enue\nr ecognition,\nwhile\nbillings\nr emained\nr elativ ely\nin\nline\nwith\nexpectations.\nGr owth\ncontinues\nt o\nbe\ndriv en\nb y\nhealthy\nr enewal\nex ecution\nand\nARPU\ngr owth,\nas\nE5\nmomentum\nr emains\nstr ong.\nP aid\nO\ufb03ce\n365\nCommer cial\nseats\ngr ew\n10%\ny ear-o v er-y ear ,\nwith\ninstalled-base\nexpansion\nacr oss\nall\ncust omer\nsegments.\nSeat\ngr owth\nwas\nagain\ndriv en\nb y\nour\nsmall\nand\nmedium\nbusiness\nand\nfr ontline\nwork er\noff erings\nwith\ncontinued\nimpact\nfr om\nthe\ngr owth\ntr ends\nin\nnew\nstandalone\nbusiness\nnoted\nearlier .\nO\ufb03ce\nCommer cial\nlicensing\ndeclined\n17%,\nin\nline\nwith\nthe\ncontinued\ncust omer\nshift\nt o\ncloud\noff erings.\nO\ufb03ce\nConsumer\nr e v enue\nincr eased\n3%\nand\n4%\nin\nconstant\ncurr ency\nwith\ncontinued\nmomentum\nin\nMicr osoft\n365\nsubscriptions,\nwhich\ngr ew\n18%\nt o\n76.7\nmillion.\nLink edIn\nr e v enue\nincr eased\n8%,\nahead\nof\nexpectations,\ndriv en\nb y\nslightly\nbetter-than-expected\nper formance\nacr oss\nall\nbusinesses.\nGr owth\nwas\ndriv en\nb y\nT alent\nSolutions,\nthough\nwe\ncontinue\nt o\nsee\nnegativ e\ny ear-o v er-y ear\nbookings\nther e\nfr", "start_char_idx": 1083, "end_char_idx": 2245, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1240d058-b760-458d-8bda-602211820fbc": {"__data__": 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"71cca3fd9c840a6f6b029bf33ded90c46b1f6ea365b70ecaf5af1572fa0327da", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0b09559c-030c-41be-ba92-56816aa2fca1", "node_type": "1", "metadata": {}, "hash": "738bf9b809e46e0bdb484a48e9dd98dd9069ea2ced40eaf1a447e9df4341fe0d", "class_name": "RelatedNodeInfo"}}, "hash": "916bc2408cb78ec33521321ccb38c7e4af30822e0634fb4c017ca34c49687d48", "text": "e\ny ear-o v er-y ear\nbookings\nther e\nfr om\nthe\nweak er\nhiring\nenvir onment\nin\nk e y\nv er ticals.\nDynamics\nr e v enue,\ngr ew\n22%\nand\n21%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nDynamics\n365,\nwhich\ngr ew\n28%\nand\n26%\nin\nconstant\ncurr ency\nwith\ncontinued\ngr owth\nacr oss\nall\nworkloads.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n13%\nand\ngr oss\nmar gin\nper centage\nincr eased\nslightly\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly ,\n1\npoint,\ndriv en\nb y\nimpr o v ements\nin\nO\ufb03ce\n365.\nOper ating\nexpenses\nincr eased\nt o\n2%\nand\noper ating\nincome\nincr eased\n20%\nand\n19%\nin\nconstant\ncurr ency .", "start_char_idx": 2206, "end_char_idx": 2867, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0b09559c-030c-41be-ba92-56816aa2fca1": {"__data__": {"id_": "0b09559c-030c-41be-ba92-56816aa2fca1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dc9304b9-491f-47c7-ac9e-2eb18997b2c2", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "10fbed0133d9238403bb61c9dd5dcfda69da2f469b6e3e92d50d0cdacd3d69d1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1240d058-b760-458d-8bda-602211820fbc", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "916bc2408cb78ec33521321ccb38c7e4af30822e0634fb4c017ca34c49687d48", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0c60f46a-b9f2-4f86-9c24-bf1f686cbe1a", "node_type": "1", "metadata": {}, "hash": "7ab0f8f20fa868237fa35e9e7208dd27b881ce0d656a8cebed2a7a31c514c721", "class_name": "RelatedNodeInfo"}}, "hash": "738bf9b809e46e0bdb484a48e9dd98dd9069ea2ced40eaf1a447e9df4341fe0d", "text": "Next,\nthe\nIntelligent\nCloud\nsegment.\nRe v enue\nwas\n$24.3\nbillion,\nincr easing\n19%\nand\nahead\nof\nexpectations,\nwith\nbetter-than-expected\nr esults\nacr oss\nall\nbusinesses.\nOv er all,\nser v er\npr oducts\nand\ncloud\nser vices\nr e v enue\ngr ew\n21%.\nA zur e\nand\nother\ncloud\nser vices\nr e v enue\ngr ew\n29%\nand\n28%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n3\npoints\nfr om\nAI\nSer vices.\nWhile\nthe\ntr ends\nfr om\nprior\nquar ter\ncontinued,\ngr owth\nwas\nahead\nof\nexpectations,\nprimarily\ndriv en\nb y\nincr eased\nGPU\ncapacity\nand\nbetter-than-expected\nGPU\nutilization\nof\nour\nAI\nser vices,\nas\nwell\nas\nslightly\nhigher-than-expected\ngr owth\nin\nour\nper-user\nbusiness.\nIn\nour\nper\nuser\nbusiness,\nthe\nenterprise\nmobility\nand\nsecurity\ninstalled\nbase,\ngr ew\n11%\nt o\no v er\n259\nmillion\nseats\nwith\ncontinued\nimpact\nfr om\nthe\ngr owth\ntr ends\nin\nnew\nstandalone\nbusiness\nnoted\nearlier .\nIn\nour\non-pr emises\nser v er\nbusiness,\nr e v enue\nincr eased\n2%\nahead\nof\nexpectations,\ndriv en\nprimarily\nb y\ndemand\nin\nadv ance\nof\nWindows\nSer v er\n2012\nend\nof\nsuppor t.\nEnterprise\nand\npar tner\nser vices\nr e v enue\nincr eased\n1%\nand\nwas\nr elativ ely\nunchanged\nin\nconstant\ncurr ency\nahead\nof\nexpectations,\ndriv en\nb y\na\nbetter-than-expected\nper formance\nin\nEnterprise\nSuppor t\nSer", "start_char_idx": 0, "end_char_idx": 1231, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0c60f46a-b9f2-4f86-9c24-bf1f686cbe1a": {"__data__": {"id_": "0c60f46a-b9f2-4f86-9c24-bf1f686cbe1a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dc9304b9-491f-47c7-ac9e-2eb18997b2c2", "node_type": 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eased\nslightly .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints,\ndriv en\nb y\nthe\nimpr o v ement\nin\nA zur e\nnoted\nearlier ,\ne v en\nas\nwe\nscale\nour\nAI\ninfr astructur e\nt o\nmeet\ngr owing\ndemand.\nOper ating\nexpenses\nincr eased\n2%\nand\n1%\nin\nconstant\ncurr ency ,\noper ating\nincome\ngr ew\n31%\nand\n30%\nin\nconstant\ncurr ency .\nNow\nt o\nMor e\nP ersonal\nComputing,\nr e v enue\nwas\n$13.7\nbillion,\nincr easing\n3%\nand\n2%\nin\nconstant\ncurr ency ,\nabo v e\nexpectations,\nwith\nbetter-than-expected\nr esults\nacr oss\nall\nbusinesses.\nWindows\nOEM\nr e v enue\nincr eased\n4%\ny ear-o v er-y ear ,\nsigni\ufb01cantly\nahead\nof\nexpectations,\ndriv en\nb y\nstr onger-than-expected\nconsumer\nchannel\ninv ent or y\nbuilds\nand\nthe\nstabilizing\nPC\nmark et\ndemand\nnoted\nearlier ,\npar ticularly\nin\ncommer cial.\nWindows\nCommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n8%,\ndriv en\nb y\ndemand\nfor\nMicr osoft\n365\nE5.\nDe vices\nr e v enue\ndecr eased\n22%,\nahead\nof\nexpectations\ndue\nt o\nstr onger\nex", "start_char_idx": 1196, "end_char_idx": 2376, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "86a666de-0223-4ea0-8a1b-d0054caa2b44": {"__data__": {"id_": "86a666de-0223-4ea0-8a1b-d0054caa2b44", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dc9304b9-491f-47c7-ac9e-2eb18997b2c2", "node_type": "4", "metadata": 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,\nslightly\nahead\nof\nexpectations.\nW e\nsaw\nincr eased\nengagement\non\nBing\nand\nE dge\nshar e\ngains\nagain\nthis\nquar ter ,\nalthough\nsear ch\nr e v enue\ngr owth\ncontinues\nt o\nbe\nimpacted\nb y\na\nthir d-par ty\npar tnership.\nAnd\nin\ngaming,\nr e v enue\nincr eased\n9%\nand\n8%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\ndriv en\nb y\nbetter-than-expected\nsubscriber\ngr owth\nin\nXbo x\nGame\nP ass\nas", "start_char_idx": 2362, "end_char_idx": 2890, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4b67cd6e-4619-4578-ac44-2b0c467ceb60": {"__data__": {"id_": "4b67cd6e-4619-4578-ac44-2b0c467ceb60", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "ee49fc503cd7746b43fd5edd597293c06023ab38363f7e92ac9c8811c3670e92", "text": "well\nas\n\ufb01rst-par ty\ncontent,\nprimarily\ndue\nt o\nthe\nStar\ufb01eld\nlaunch.\nXbo x\ncontent\nand\nser vices\nr e v enue\nincr eased\n13%\nand\n12%\nin\nconstant\ncurr ency\nand\nXbo x\nhar dwar e\nr e v enue\ndeclined\n7%\nand\n8%\nin\nconstant\ncurr ency .\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n13%\nand\n12%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n5\npoints\ny ear-o v er-y ear ,\ndriv en\nprimarily\nb y\nsales\nmix-shift\nt o\nhigher-mar gin\nbusinesses.\nOper ating\nexpenses\ndeclined\n1%\nand\noper ating\nincome\nincr eased\n23%\nand\n22%\nin\nconstant\ncurr ency .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es,\nincluding\n\ufb01nance\nleases\nwer e\n$11.2\nbillion\nt o\nsuppor t\ncloud\ndemand,\nincluding\ninv estments\nt o\nscale\nour\nAI\ninfr astructur e.\nCash\npaid\nfor\nPP&E\nwas\n$9.9\nbillion.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$30.6\nbillion,\nup\n32%\ny ear-o v er-y ear ,\ndriv en\nb y\nstr ong\ncloud\nbillings\nand\ncollections.\nF r ee\ncash\n\ufb02ow\nwas\n$20.7\nbillion,\nup\n22%\ny ear-o v er-y ear .\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\n$389\nmillion,\nhigher-than-anticipated,\ndriv en\nb y\ninter est\nincome,\npar tially\noffset\nb y\nnet\nlosses\non\ninv estments\nand\nfor eign\ncurr ency\nr", "start_char_idx": 0, "end_char_idx": 1159, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "30a49318-9370-4c1f-ba2a-c60ff4ffc55a": {"__data__": {"id_": "30a49318-9370-4c1f-ba2a-c60ff4ffc55a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d4d1de3d-1ff6-4aa4-85f3-7842669b569f", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f196d2dcbb72b36678d418d2f1263b69acf6000aae13bfacbe20585f2a55397f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4b67cd6e-4619-4578-ac44-2b0c467ceb60", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "ee49fc503cd7746b43fd5edd597293c06023ab38363f7e92ac9c8811c3670e92", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "db573b8a-08ef-486e-99a3-e40456c81d61", "node_type": "1", "metadata": {}, "hash": "f739da8baa918506d27c52c3a0d778def4a81857bd393fc6e4d4b03f3d838818", "class_name": "RelatedNodeInfo"}}, "hash": "055fcbb9bf01f893937f34695423197dbd6bc69125dbe43e309434905c0c893d", "text": "estments\nand\nfor eign\ncurr ency\nr emeasur ement.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o ximately\n18%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$9.1\nbillion\nt o\nshar eholders,\nthr ough\nshar e\nr epur chases\nand\ndividends.\nNow\nmo ving\nt o\nour\nQ2\noutlook,\nwhich\nunless\nspeci\ufb01cally\nnoted\nother wise\nis\non\na\nU.S.\ndollar\nbasis.\nThe\nActivision\nacquisition\nclosed\non\nOct ober\n13.\nSo\nmy\ncommentar y\nincludes\nthe\nnet\nimpact\nof\nthe\ndeal\nfr om\nthe\ndate\nof\nacquisition.\nOur\noutlook\nincludes\npur chase\naccounting\nimpact,\nintegr ation,\nand\ntr ansaction-r elated\nexpenses\nbased\non\nour\ncurr ent\nunderstanding\nof\nthe\npur chase\nprice\nallocation\nand\nr elated\ndeal\naccounting.\nThe\nnet\nimpact\nincludes\nadjusting\nfor\nthe\nmo v ement\nof\nActivision\ncontent\nfr om\nour\nprior\nr elationship\nas\na\nthir d-par ty\npar tner\nt o\n\ufb01rst\npar ty .\nNow\nt o\nFX.\nBased\non\ncurr ent\nr ates,\nwe\nexpect\nFX\nt o\nincr ease\nt otal\nr e v enue\nand\nsegment-le v el\nr e v enue\ngr owth\nb y\nappr o ximately\n1\npoint.\nW e\nexpect\nFX\nt o\nha v e\nno\nimpact\nt o\nCOGS\nand\noper ating\nexpense\ngr owth.\nIn\ncommer cial\nbookings,\nwe\nexpect\nconsistent\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions,\nincluding\nhealthy\nr enewals.\nThe\ngr", "start_char_idx": 1126, "end_char_idx": 2275, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "db573b8a-08ef-486e-99a3-e40456c81d61": {"__data__": {"id_": "db573b8a-08ef-486e-99a3-e40456c81d61", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d4d1de3d-1ff6-4aa4-85f3-7842669b569f", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f196d2dcbb72b36678d418d2f1263b69acf6000aae13bfacbe20585f2a55397f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "30a49318-9370-4c1f-ba2a-c60ff4ffc55a", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "055fcbb9bf01f893937f34695423197dbd6bc69125dbe43e309434905c0c893d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "72b88d1f-3d67-40fa-8825-9af6578b9d5c", "node_type": "1", "metadata": {}, "hash": "790b1aaf7b11e9e652e06ec714c86eb19446c2a30b5abb7b7e35e385d2ffc784", "class_name": "RelatedNodeInfo"}}, "hash": "f739da8baa918506d27c52c3a0d778def4a81857bd393fc6e4d4b03f3d838818", "text": "enewals.\nThe\ngr owth\nwill\nbe\nimpacted\nb y\na\nlow\ngr owth\nexpir y\nbase.\nTher efor e,\nwe\nexpect\nbookings\ngr owth\nt o\nbe\nr elativ ely\n\ufb02at.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nt o\nbe\nr elativ ely\n\ufb02at\ny ear-o v er-y ear ,\nex cluding\nthe\nimpact\nfr om\nthe\naccounting\nestimate\nchange,\nQ2\nCloud\ngr oss\nmar gin\nper centage\nwill\nbe\nup\nr oughly\n1\npoint,\nprimarily\ndriv en\nb y\nimpr o v ement\nin\nA zur e\nand\nO\ufb03ce\n365,\npar tially\noffset\nb y\nthe\nimpact\nof\nscaling\nour\nAI\ninfr astructur e\nt o\nmeet\ngr owing\ndemand.\nW e\nexpect\ncapital\nexpenditur es\nt o\nincr ease\nsequentially\non\na\ndollar\nbasis,\ndriv en\nb y\ninv estments\nin\nour\ncloud\nand\nAI\ninfr astructur e.\nAs\na\nr eminder ,\nther e\ncan\nbe\nnormal\nquar terly\nspend\nv ariability\nin\nthe\ntiming\nof\nour\ncloud\ninfr astructur e\nbuildout.", "start_char_idx": 2260, "end_char_idx": 3028, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "72b88d1f-3d67-40fa-8825-9af6578b9d5c": {"__data__": {"id_": "72b88d1f-3d67-40fa-8825-9af6578b9d5c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a5837965-7712-4565-b71a-b093bed3f088", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "7e83258a261a0dbd31f948567eb589982f869b59cb34bffa3878020ed82641a4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "db573b8a-08ef-486e-99a3-e40456c81d61", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f739da8baa918506d27c52c3a0d778def4a81857bd393fc6e4d4b03f3d838818", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5db24c8e-8938-4af1-8410-f783d57dabba", "node_type": "1", "metadata": {}, "hash": "26fa4a75d4502289d2152b902d34f2510d872889349b3ff99604dc1bd66c5c5a", "class_name": "RelatedNodeInfo"}}, "hash": "790b1aaf7b11e9e652e06ec714c86eb19446c2a30b5abb7b7e35e385d2ffc784", "text": "Next\nt o\nsegment\nguidance.\nIn\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n11%\nand\n12%\nor\n$18.8\nbillion\nt o\n$19.1\nbillion.\nGr owth\nin\nconstant\ncurr ency\nwill\nbe\nappr o ximately\n1\npoint\nlower .\nIn\nO\ufb03ce\nCommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365\nwith\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\nARPU\ngr owth\nthr ough\nE5.\nW e\nexpect\nO\ufb03ce\n365\nr e v enue\ngr owth\nt o\nbe\nup\nr oughly\n16%\nin\nconstant\ncurr ency .\nW e 'r e\nex cited\nfor\nMicr osoft\n365\nCopilot\ngener al\na v ailability\non\nNo v ember\n1st,\nand\nexpect\nthe\nr elated\nr e v enue\nt o\ngr ow\ngr adually\no v er\ntime.\nIn\nour\non-pr emise\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nmid-t o-high\nteens.\nIn\nO\ufb03ce\nConsumer ,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-single-digits,\ndriv en\nb y\nMicr osoft\n365\nsubscriptions.\nF or\nLink edIn,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-single-digits,\ndriv en\nb y\nT alent\nSolutions\nand\nMark eting\nSolutions.\nGr owth\ncontinues\nt o\nbe\nimpacted\nb y\nthe\no v er all\nmark et\nenvir onment\nfor\nr", "start_char_idx": 0, "end_char_idx": 1030, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5db24c8e-8938-4af1-8410-f783d57dabba": {"__data__": {"id_": "5db24c8e-8938-4af1-8410-f783d57dabba", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a5837965-7712-4565-b71a-b093bed3f088", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "7e83258a261a0dbd31f948567eb589982f869b59cb34bffa3878020ed82641a4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "72b88d1f-3d67-40fa-8825-9af6578b9d5c", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "790b1aaf7b11e9e652e06ec714c86eb19446c2a30b5abb7b7e35e385d2ffc784", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "746878ce-3b1a-4782-beed-bb38a0ffb756", "node_type": "1", "metadata": {}, "hash": "11689d9ba21ee22f17e5d619a3c397fba9677a13603dde3e3f130416e65bf27c", "class_name": "RelatedNodeInfo"}}, "hash": "26fa4a75d4502289d2152b902d34f2510d872889349b3ff99604dc1bd66c5c5a", "text": "y\nthe\no v er all\nmark et\nenvir onment\nfor\nr ecruiting\nand\nadv er tising,\nespecially\nin\nthe\ntechnology\nindustr y ,\nwher e\nwe\nha v e\nsigni\ufb01cant\nexposur e.\nAnd\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nhigh\nteens,\ndriv en\nb y\nDynamics\n365.\nF or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n17%\nand\n18%\nor\n$25.1\nbillion\nt o\n$25.4\nbillion.\nRe v enue\ngr owth\nin\nconstant\ncurr ency\nwill\nbe\nappr o ximately\n1\npoint\nlower .\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur e,\nwhich\nas\na\nr eminder\ncan\nha v e\nquar terly\nv ariability ,\nprimarily\nfr om\nour\nper-user\nbusiness\nand\nfr om\nin-period\nr e v enue\nr ecognition,\ndepending\non\nthe\nmix\nof\ncontr acts.\nIn\nA zur e,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\n26%\nt o\n27%\nin\nconstant\ncurr ency ,\nwith\nan\nincr easing\ncontribution\nfr om\nAI.\nGr owth\ncontinues\nt o\nbe\ndriv en\nb y\nA zur e\nconsumption\nbusiness\nand\nwe\nexpect\nthe\ntr ends\nfr om\nQ1\nt o\ncontinue\nint o\nQ2.\nOur\nper\nuser\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nthough\nwe\nexpect\ncontinued\nmoder ation\nin\nseat\ngr owth\nr ates,\ngiv en\nthe\nsiz", "start_char_idx": 987, "end_char_idx": 2065, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "746878ce-3b1a-4782-beed-bb38a0ffb756": {"__data__": {"id_": "746878ce-3b1a-4782-beed-bb38a0ffb756", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a5837965-7712-4565-b71a-b093bed3f088", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "7e83258a261a0dbd31f948567eb589982f869b59cb34bffa3878020ed82641a4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5db24c8e-8938-4af1-8410-f783d57dabba", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "26fa4a75d4502289d2152b902d34f2510d872889349b3ff99604dc1bd66c5c5a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8537172a-b9b5-44f9-93ad-d07f3cf212ca", "node_type": "1", "metadata": {}, "hash": "eeb28cc32d8321717ffe56777e73ac1a18e15c61a2ba924a72108b79433a8bbf", "class_name": "RelatedNodeInfo"}}, "hash": "11689d9ba21ee22f17e5d619a3c397fba9677a13603dde3e3f130416e65bf27c", "text": "owth\nr ates,\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nF or\nH2,\nassuming\nthe\noptimization\nand\nnew\nworkload\ntr ends\ncontinue\nand\nwith\nthe\ngr owing\ncontribution\nfr om\nAI,\nwe\nexpect\nA zur e\nr e v enue\ngr owth\nin\nconstant\ncurr ency\nt o\nr emain\nr oughly\nstable\ncompar ed\nt o\nQ2.\nAnd\nour\non-pr emises\nser v er\nbusiness,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nr oughly\n\ufb02at\nwith\ncontinued\nhybrid\ndemand,\npar ticularly\nfr om\nlicenses\nrunning\nin\nmulti-cloud\nenvir onments.\nAnd\nin\nenterprise\nand\npar tner\nser vices,\nr e v enue\nshould\ndecline\nb y\nlow-t o-mid\nsingle\ndigits.\nNow\nt o\nmor e\nP ersonal\nComputing,\nwhich\nincludes\nthe\nnet\nimpact\nfr om\nthe\nActivision\nacquisition.\nW e\nexpect\nr e v enue\nof\n$16.5\nbillion\nt o\n$16.9\nbillion.\nWindows\nOEM\nr e v enue\ngr owth\nshould\nbe\nmid-t o-high\nsingle\ndigits\nwith\nPC\nmark et\nunit\nv olumes\nexpected\nt o\nlook\nr oughly\nsimilar\nt o\nQ1.\nIn\nde vices,\nr e v enue\nshould\ndecline\nin\nthe\nmid-teens\nas\nwe\ncontinue\nt o\nfocus\non\nour\nhigher-mar gin\npr emium\npr oducts.", "start_char_idx": 2038, "end_char_idx": 3015, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8537172a-b9b5-44f9-93ad-d07f3cf212ca": {"__data__": {"id_": "8537172a-b9b5-44f9-93ad-d07f3cf212ca", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b05687b2-bfda-4cc5-8b61-8e2053ca2e77", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "83ab3dfaa88e0e8ac7cdd35ca784d41b01707a1e122559891c8f4f724ecec544", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "746878ce-3b1a-4782-beed-bb38a0ffb756", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "11689d9ba21ee22f17e5d619a3c397fba9677a13603dde3e3f130416e65bf27c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5b2f74ff-4fe7-4f36-b97d-5da180760bda", "node_type": "1", "metadata": {}, "hash": "6c081129d07713709cb08217c1200bfe248101b9a3beea39f44695030a65ed2f", "class_name": "RelatedNodeInfo"}}, "hash": "eeb28cc32d8321717ffe56777e73ac1a18e15c61a2ba924a72108b79433a8bbf", "text": "In\nWindows\nCommer cial\npr oducts\nand\ncloud\nser vices,\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nshould\ndriv e\nr e v enue\ngr owth\nin\nthe\nlow-t o-mid\nteens.\nSear ch\nand\nnews\nadv er tising\nex-T A C\nr e v enue\ngr owth\nshould\nbe\nmid-single\ndigits\nwith\nr oughly\n4\npoints\nof\nnegativ e\nimpact\nfr om\na\nthir d-par ty\npar tnership.\nGr owth\nshould\nbe\ndriv en\nb y\nv olume\nstr ength,\nsuppor ted\nb y\nE dge\nbr owser\nshar e\ngains\nand\nincr easing\nBing\nengagement,\nas\nwe\nexpect\nthe\nadv er tising\nspend\nenvir onment\nt o\nbe\nsimilar\nt o\nQ1.\nA\nr eminder\nthat\nthis\nex-T A C\ngr owth\nwill\nbe\nr oughly\n4\npoints\nhigher\nthan\no v er all\nsear ch\nand\nnews\nadv er tising\nr e v enue.\nAnd\nin\ngaming,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-t o-high\n40s.\nThis\nincludes\nr oughly\n35\npoints\nof\nnet\nimpact\nfr om\nthe\nActivision\nacquisition,\nwhich\nas\na\nr eminder\nincludes\nadjusting\nfor\nthe\nthir d-par ty\nt o\n\ufb01rst-par ty\ncontent\nchange\nnoted\nearlier .\nW e\nexpect\nXbo x\ncontent\nand\nser vices\nr e v enue\ngr owth\nin\nthe\nmid-t o-high\n50s,\ndriv en\nb y\nr oughly\n50\npoints\nof\nnet\nimpact\nfr", "start_char_idx": 0, "end_char_idx": 1070, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5b2f74ff-4fe7-4f36-b97d-5da180760bda": {"__data__": {"id_": "5b2f74ff-4fe7-4f36-b97d-5da180760bda", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b05687b2-bfda-4cc5-8b61-8e2053ca2e77", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "83ab3dfaa88e0e8ac7cdd35ca784d41b01707a1e122559891c8f4f724ecec544", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8537172a-b9b5-44f9-93ad-d07f3cf212ca", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "eeb28cc32d8321717ffe56777e73ac1a18e15c61a2ba924a72108b79433a8bbf", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2dcc62d2-6254-4871-90fc-15340490c64d", "node_type": "1", "metadata": {}, "hash": "15894d86c54c3d9bfca4eb25e8d818e2c8a82d4b61ba3353ce36b6a12a832c5c", "class_name": "RelatedNodeInfo"}}, "hash": "6c081129d07713709cb08217c1200bfe248101b9a3beea39f44695030a65ed2f", "text": "y\nr oughly\n50\npoints\nof\nnet\nimpact\nfr om\nthe\nActivision\nacquisition.\nNow\nback\nt o\ncompany\nguidance.\nW e\nexpect\nCOGS\nbetween\n$19.4\nbillion\nt o\n$19.6\nbillion,\nincluding\nappr o ximately\n$500\nmillion\nof\namor tization\nof\nacquir ed\nintangible\nassets\nfr om\nthe\nActivision\nacquisition.\nW e\nexpect\noper ating\nexpense\nof\n$15.5\nbillion\nt o\n$15.6\nbillion,\nincluding\nappr o ximately\n$400\nmillion\nfr om\npur chase\naccounting\nadjustments,\nintegr ation\nand\ntr ansaction-r elated\ncost\nfr om\nthe\nActivision\nacquisition.\nOther\nincome\nand\nexpense\nshould\nbe\nr oughly\nnegativ e\n$500\nmillion,\nas\ninter est\nincome\nwill\nbe\nmor e\nthan\noffset\nb y\ninter est\nexpense,\nprimarily\ndue\nt o\na\nr eduction\nin\nour\ninv estment\npor tfolio\nbalance\nand\nthe\nissuance\nof\nshor t-term\ndebt,\nboth\nfor\nthe\nActivision\nacquisition.\nAs\na\nr eminder ,\nwe\nar e\nr equir ed\nt o\nr ecogniz e\ngains\nor\nlosses\non\nour\nequity\ninv estments,\nwhich\ncan\nincr ease\nquar terly\nv olatility .\nW e\nexpect\nour\nQ2\neff ectiv e\ntax\nr ate\nt o\nbe\nbetween\n19%\nand\n20%.\nNow ,\nsome\nadditional\nthoughts\non\nH2\nas\nwell\nas\nthe\nfull\n\ufb01scal\ny ear .\nFirst,\nFX,\nassuming\ncurr ent\nr ates\nr emain\nstable,\nwe\nexpect\nFX\nt o\nha v e\nno\nmeaningful\nimpact\nt", "start_char_idx": 1033, "end_char_idx": 2193, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2dcc62d2-6254-4871-90fc-15340490c64d": {"__data__": {"id_": "2dcc62d2-6254-4871-90fc-15340490c64d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b05687b2-bfda-4cc5-8b61-8e2053ca2e77", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "83ab3dfaa88e0e8ac7cdd35ca784d41b01707a1e122559891c8f4f724ecec544", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5b2f74ff-4fe7-4f36-b97d-5da180760bda", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6c081129d07713709cb08217c1200bfe248101b9a3beea39f44695030a65ed2f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7a1ae730-48e9-422a-b867-5433b001a532", "node_type": "1", "metadata": {}, "hash": "73985f0c4cc5e68c590834fa345c5ca9507bde75690052c23e08e16c7e1ca0f8", "class_name": "RelatedNodeInfo"}}, "hash": "15894d86c54c3d9bfca4eb25e8d818e2c8a82d4b61ba3353ce36b6a12a832c5c", "text": "o\nha v e\nno\nmeaningful\nimpact\nt o\nfull\ny ear\nr e v enue\nCOGS\nor\noper ating\nexpense\ngr owth.\nTher efor e,\nin\nH2,\nwe\nexpect\nFX\nt o\ndecr ease\nr e v enue\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\n1\npoint.\nSecond,\nActivision,\nwe\nexpect\nappr o ximately\n$900\nmillion\nfor\npur chase\naccounting\nadjustments\nas\nwell\nas\nintegr ation\nand\ntr ansaction-r elated\ncosts\nin\neach\nquar ter\nin\nH2.\nF or\na\nfull\nFY\n'24,\nwe\nr emain\ncommitted\nt o\ninv esting\nfor\nthe\ncloud\nand\nAI\noppor tunity ,\nwhile\nalso\nmaintaining\nour\ndisciplined\nfocus\non\noper ating\nle v er age.\nTher efor e,\nas\nwe\nadd\nthe\nnet\nimpact\nof\nActivision,\ninclusiv e\nof\npur chase\naccounting\nadjustments\nas\nwell\nas\nintegr ation\nand\ntr ansaction-r elated\nexpenses,\nwe\ncontinue\nt o\nexpect\nfull\ny ear\noper ating\nmar gins\nt o\nr emain\n\ufb02at\ny ear-o v er-y ear .", "start_char_idx": 2162, "end_char_idx": 2951, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7a1ae730-48e9-422a-b867-5433b001a532": {"__data__": {"id_": "7a1ae730-48e9-422a-b867-5433b001a532", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "96d25998-6b6b-493d-8a79-9b5fdf917c15", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6d64c0875dcc7a7d213accc847b737f519220968f265c2bf2006e29ffa27bf34", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2dcc62d2-6254-4871-90fc-15340490c64d", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "15894d86c54c3d9bfca4eb25e8d818e2c8a82d4b61ba3353ce36b6a12a832c5c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3c23dfd4-8e55-4f0a-818b-28d78a021ee1", "node_type": "1", "metadata": {}, "hash": "2460b77c979aa6270ba09a2dfe751bea7e4dcda2f1549da97231f2b2ac3f6de2", "class_name": "RelatedNodeInfo"}}, "hash": "73985f0c4cc5e68c590834fa345c5ca9507bde75690052c23e08e16c7e1ca0f8", "text": "In\nclosing,\nwith\nour\nstr ong\nstar t\nt o\nFY\n'24,\nI\nam\ncon\ufb01dent\nthat\nas\na\nteam,\nwe\nwill\ncontinue\nt o\ndeliv er\nhealthy\ngr owth\nin\nthe\ny ear\nahead,\ndriv en\nb y\nour\nleadership\nin\ncommer cial\ncloud\nand\nour\ncommitment\nt o\nlead\nthe\nAI\nplatform\nwa v e.\nWith\nthat.\nLet' s\ngo\nt o\nQ&A,\nBr ett.\nBr ett\nIv ersen\nThanks,\nAmy .\nW e 'll\nnow\nmo v e\no v er\nt o\nQ&A.\nOut\nof\nr espect\nfor\nothers\non\nthe\ncall,\nwe\nr equest\nthe\npar ticipants,\nplease\nask\nonly\none\nquestion.\nJoe,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\nY es.\n[Oper at or\nInstructions]\nAnd\nour\n\ufb01rst\nquestion\ncomes\nfr om\nthe\nline\nof\nK eith\nW eiss\nwith\nMor gan\nStanle y .\nPlease\npr oceed.\nK eith\nW eiss\nEx cellent.\nThank\ny ou\nfor\ntaking\nthe\nquestion\nand\nv er y\nnice\nquar ter .\nThe\npace\nof\ninno v ation\ny ou\nguys\nha v e\nbeen\nputting\nout\nhas\nbeen\npr etty\namazing.\nAnd\nthe\nnew\npr oducts\ngarnering\ntr action\npr obably\nfaster\nthan\nwe 'v e\nexpected\non\nour\nside\nof\nthe\nequation.\nBut\nwe 'r e\nalso\nworking\nin\nan\no v er all\nspending\nenvir onment,\nthat\nr emains\nv olatile,\nand\nI\nthink\ninv est ors\nar e\ngetting\nmor", "start_char_idx": 0, "end_char_idx": 1083, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3c23dfd4-8e55-4f0a-818b-28d78a021ee1": {"__data__": {"id_": "3c23dfd4-8e55-4f0a-818b-28d78a021ee1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "96d25998-6b6b-493d-8a79-9b5fdf917c15", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6d64c0875dcc7a7d213accc847b737f519220968f265c2bf2006e29ffa27bf34", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7a1ae730-48e9-422a-b867-5433b001a532", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "73985f0c4cc5e68c590834fa345c5ca9507bde75690052c23e08e16c7e1ca0f8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "dfc61fb4-3727-4220-8f6d-b1cd1f17a926", "node_type": "1", "metadata": {}, "hash": "24a88b51bc1c3af3c2b06844e1381c1d66507a67f5660ca737be0bb8c4084505", "class_name": "RelatedNodeInfo"}}, "hash": "2460b77c979aa6270ba09a2dfe751bea7e4dcda2f1549da97231f2b2ac3f6de2", "text": "est ors\nar e\ngetting\nmor e\nconcerned\non\nit.\nSo\ntwo\nquestions\non\nthis,\none,\nbased\non\nsor t\nof\nthe\nnew\npr oducts\nand\nthe\ninno v ation,\ndo\ny ou\nthink\ny ou\nguys\ncan\nsustain\nthe\ntype\nof\ncommer cial\ngr owth\nthat\nwe\nsaw\nin\nQ1\nas\nwe\ngo\nthr ough\nthe\ny ear\nor\nis\nthe\nenvir onment\nt oo\ntricky\nfor\nthat?\nAnd\nthen\nwhen\nit\nr elates\nt o\ninv estment,\nAmy ,\ny ou'v e\nbeen\nable\nt o\nk eep\no v er all\nOpEx\ngr owth\nv er y\nlow ,\nand\nit\nwas\nv er y\nlow\nthis\nquar ter .\nA t\nsome\npoint,\nshould\nwe\nbe\nthinking\nabout\na\nr eturn\nt o\na\nmor e\naggr essiv e\ninv estment\nbehind\nall\nthis\npr oduct\ninno v ation?\nSaty a\nNadella\nMa ybe\nI\ncan\nstar t,\nK eith,\nand\nAmy\ny ou\ncan\nadd\nt o\nit.\nOv er all,\nther e\nar e\nmultiple\nthings,\nK eith,\nthe y 'r e\nall\nhappening\nob viously\nsimultaneously .\nIf\ny ou\njust\ntak e\nA zur e\nand\ntr y\nt o\nchar acteriz e,\nwher e ' s\nthe\ngr owth\nfor\nA zur e\ncoming\nfr om\nor\nwhat\nsor t\nof\ndriv ers\nfor\nA zur e\nnumbers,\nther e\nar e\nthr ee\nthings\nall\nhappening\nin\npar allel.\nLik e,\nfor\nexample,\ntak e\ncloud\nmigr ations.\nA\ngood\nr", "start_char_idx": 1059, "end_char_idx": 2066, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dfc61fb4-3727-4220-8f6d-b1cd1f17a926": {"__data__": {"id_": "dfc61fb4-3727-4220-8f6d-b1cd1f17a926", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "96d25998-6b6b-493d-8a79-9b5fdf917c15", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6d64c0875dcc7a7d213accc847b737f519220968f265c2bf2006e29ffa27bf34", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3c23dfd4-8e55-4f0a-818b-28d78a021ee1", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "2460b77c979aa6270ba09a2dfe751bea7e4dcda2f1549da97231f2b2ac3f6de2", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d84d693b-fd48-465e-9126-0ab2690a713c", "node_type": "1", "metadata": {}, "hash": "2a56bdfab775969b835fdcec18369e3ff082c76ca621caeb9a7a5df87b164713", "class_name": "RelatedNodeInfo"}}, "hash": "24a88b51bc1c3af3c2b06844e1381c1d66507a67f5660ca737be0bb8c4084505", "text": "e\ncloud\nmigr ations.\nA\ngood\nr eminder\nof\nwher e\nwe\nar e\nand\ne v en\nthe\ncor e\ncloud\nmigr ation\nst or y\nis\nthe\nnew\nOr acle\nannouncement.", "start_char_idx": 2037, "end_char_idx": 2171, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d84d693b-fd48-465e-9126-0ab2690a713c": {"__data__": {"id_": "d84d693b-fd48-465e-9126-0ab2690a713c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b62bcc67-55bd-4a39-abef-889f775bedaa", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "0fc1020ed7fc836cf506aa2404f91b1bd7fae7a27f49336fa419e34b8e744678", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "dfc61fb4-3727-4220-8f6d-b1cd1f17a926", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "24a88b51bc1c3af3c2b06844e1381c1d66507a67f5660ca737be0bb8c4084505", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e43510ba-387e-4e08-acd8-89a03bad83f0", "node_type": "1", "metadata": {}, "hash": "f03a3635b409f9e25962bc9eb71b21f9fb991b85db247cea895c231eb50c7d5d", "class_name": "RelatedNodeInfo"}}, "hash": "2a56bdfab775969b835fdcec18369e3ff082c76ca621caeb9a7a5df87b164713", "text": "Once\nwe\nannounced\nthat\nthe\nOr acle\ndatabases\nar e\ngoing\nt o\nbe\na v ailable\non\nA zur e,\nwe\nsaw\na\nbunch\nof\nunlock\nfr om\nnew\ncust omers\nwho\nha v e\nsigni\ufb01cant\nOr acle\nestates\nthat\nha v e\nnot\ny et\nmo v ed\nt o\nthe\ncloud\nbecause\nthe y\nneeded\nt o\nr endezv ous\nwith\nthe\nr est\nof\nthe\napp\nestate\nin\none\nsingle\ncloud.\nAnd\nso\nwe 'r e\nex cited\nabout\nthat.\nSo\nin\nsome\nsense,\ne v en\nthe\n\ufb01nancial\nser vices\nsect or ,\nfor\nexample,\nis\na\ngood\nplace\nwher e\nther e ' s\na\nlot\nof\nOr acle\nthat\nstill\nneeds\nt o\nmo v e\nt o\nthe\ncloud.\nThe\nsecond\nthing,\nof\ncourse,\nis\nthe\nworkloads\nstar t,\nthen\nworkloads\nget\noptimiz ed,\nand\nthen\nnew\nworkloads\nstar t,\nand\nthat\ncy cle\ncontinues.\nW e 'll\nlap\nsome\nof\nthose\noptimization\ncy cles\nthat\nwer e\nfairly\nextr eme\nperhaps\nin\nthe\nsecond\nhalf\nof\nour\n\ufb01scal.\nAnd\nthe\nthir d\nthing\nis,\nfor\nus,\nthat' s\nunique\nand\ndiff er ent\nis\nnew\nworkload\nstar ts\nar ound\nAI.\nGiv en\nour\nleadership\nposition,\nwe\nar e\nseeing\ncomplete\nnew\npr ojects\nstar t,\nwhich\nar e\nAI\npr ojects.\nAnd\nas\ny ou\nknow ,\nAI\npr ojects\nar e\nnot\njust\nabout\nAI\nmeters,\nthe y\nha v", "start_char_idx": 0, "end_char_idx": 1041, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e43510ba-387e-4e08-acd8-89a03bad83f0": {"__data__": {"id_": "e43510ba-387e-4e08-acd8-89a03bad83f0", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b62bcc67-55bd-4a39-abef-889f775bedaa", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "0fc1020ed7fc836cf506aa2404f91b1bd7fae7a27f49336fa419e34b8e744678", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d84d693b-fd48-465e-9126-0ab2690a713c", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "2a56bdfab775969b835fdcec18369e3ff082c76ca621caeb9a7a5df87b164713", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "648160bc-eea6-4489-8547-d9776e545df2", "node_type": "1", "metadata": {}, "hash": "cb3ef72b8b3718b4a11048fcc24a9b8a7e9e52bdd224b46fbb0e48b4d417b6e2", "class_name": "RelatedNodeInfo"}}, "hash": "f03a3635b409f9e25962bc9eb71b21f9fb991b85db247cea895c231eb50c7d5d", "text": "e\nnot\njust\nabout\nAI\nmeters,\nthe y\nha v e\nlots\nof\nother\ncloud\nmeters\nas\nwell.\nSo\nthat\nsor t\nof\ngiv es\ny ou\none\nside\nof\nwhat' s\nhappening\nin\nterms\nof\nenterprise.\nThe\nother\npiece\nis\non\nthe\nSaaS\nside,\nob viously ,\nagain,\nthis\nis\na\nnew\npr oduct\nthat' s\ngoing\nt o\ngo\nthr ough\nthe\nenterprise\nadoption\ncy cle.\nThe\nr esults\nar ound\npr oductivity ,\nwhich\nwe\ndemonstr ated\nwith\nGitHub\nCopilot,\nis\nwhat' s\ngiving\nus\ngood\ncon\ufb01dence\nand\nour\ncust omers,\nmor e\nimpor tantly ,\ngood\ncon\ufb01dence\nar ound\nwhat\nthese\npr oducts\nr epr esent\nin\nterms\nof\nv alue.\nAnd\nso\nwe\nar e\nin\nthe\nv er y ,\nv er y\nearly\ninnings\nther e,\nand\nso\nwe\nlook\nfor war d\nt o\nseeing\nthe\ntr action\nfor\nthese\npr oducts\ngoing\nfor war d.\nA my\nHood\nK eith,\nma ybe\njust\na\nf ew\nthings\nt o\nadd\nand\nthen\nI'll\ntalk\na\nlittle\nbit\nabout\nthe\noper ating\nle v er age,\nwhich\nis\nthe\nsecond\npar t\nof\ny our\nquestion.\nIn\ngener al,\nwe\nsaw\nv er y\nconsistent\nex ecution\nfr om\nQ4\nt o\nQ1,\nand\nthat' s\nwhat\nwe 'r e\ntalking\nabout\nint o\nQ2.\nI\nthink\nthat\nspeaks\nt o\nour\nv alue\npr op,\nwhich\nis\nwher e\nSaty", "start_char_idx": 1003, "end_char_idx": 2026, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "648160bc-eea6-4489-8547-d9776e545df2": {"__data__": {"id_": "648160bc-eea6-4489-8547-d9776e545df2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b62bcc67-55bd-4a39-abef-889f775bedaa", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "0fc1020ed7fc836cf506aa2404f91b1bd7fae7a27f49336fa419e34b8e744678", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e43510ba-387e-4e08-acd8-89a03bad83f0", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "f03a3635b409f9e25962bc9eb71b21f9fb991b85db247cea895c231eb50c7d5d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c727a23c-cd04-45b4-9f71-441b9f620772", "node_type": "1", "metadata": {}, "hash": "6cf337e8d9d5c2eb349bfaa99fe4dd6a1ef453d231ee73de72679d545a839841", "class_name": "RelatedNodeInfo"}}, "hash": "cb3ef72b8b3718b4a11048fcc24a9b8a7e9e52bdd224b46fbb0e48b4d417b6e2", "text": "alue\npr op,\nwhich\nis\nwher e\nSaty a\nwent.\nIt\nspeaks\nt o\nmaking\nsur e\nthat\ncust omers\nar e\ngetting\na\nv er y\nquick\nr eturn\non\nv alue,\nr eal\npr oductivity\nimpr o v ement,\nr eal\nsa vings,\nso\nthat\nwhen\nwe 'r e\nasking\nat\nr enewal\nor\ntalking\nabout\nE5\nupgr ades\nor\ntalking\nabout\nAI\nser vices,\nthat\nthose\ncome\nwith\nr eal\npr omises\nof\nhigh-v alue\nscenarios.\nAnd\nso\nI\nthink\nthat\nis\nan\nimpor tant\npiece\nas\ny ou\nthink\nabout\nstability\nand\ncommer cial\ndemand.\nAnd\nthen\nif\ny ou\nthink\nabout\nthe\nnatur e\nof\ny our\nquestion,\nit\nwas\npar tially\nwhy\nI\ntalk ed\nabout\nin\nmy\nfull-y ear\nguidance\nthat,\nnow ,\ne v en\nwith\nthe\naddition\nof\nActivision\nand\npur chase\naccounting\nimpacts\nintegr ation\nimpacts,\nwe\nstill\nf eel\ncon\ufb01dent\nwe\ncan\ndeliv er\nconsistent\noper ating\nmar gins\nt o\nlast\ny ear .\nAnd\nit\nspeaks\nt o,\nI\nthink,\nsome\nof\nthe\nimpr o v ements\nwe 'r e\nmaking\nin\nA zur e\nand\ne v en\nin\nMicr osoft\n365\ngr oss\nmar gins,\ne v en\nin\nthe\ncor e\nof\nthe\ncommer cial\ncloud.", "start_char_idx": 1994, "end_char_idx": 2929, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c727a23c-cd04-45b4-9f71-441b9f620772": {"__data__": {"id_": "c727a23c-cd04-45b4-9f71-441b9f620772", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0978e138-ff51-4ae5-b276-9659975e4c96", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "934e9649ff9f0316a5b835017801916420b3915be288c05c3521cc7dd77a429d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "648160bc-eea6-4489-8547-d9776e545df2", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "cb3ef72b8b3718b4a11048fcc24a9b8a7e9e52bdd224b46fbb0e48b4d417b6e2", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "42f8554e-9697-4a0b-9eb4-2047589fbea7", "node_type": "1", "metadata": {}, "hash": "44fbd87cbf8e7104c2859583cde62c6c4be6837d5baa47109334f86713d05886", "class_name": "RelatedNodeInfo"}}, "hash": "6cf337e8d9d5c2eb349bfaa99fe4dd6a1ef453d231ee73de72679d545a839841", "text": "It\nspeaks\nt o\nthe\npace\nat\nwhich\nwe\nar e\ndeliv ering\nAI\nr e v enue\nwith\nthe\nincr easing\ncost\nexpense\nand\ncapital\ninv estment\nahead\nwith\nthe\ndemand\nwe\nsee.\nAnd,\nalthough\ny ou'r e\nright,\nour\noper ating\nexpense\ncompar ables\nin\nH2\nget\nmor e\nchallenging\nthan\nin\nH1,\nwe 'r e\nr eally\nfocused\non\nmaking\nsur e\nthat\ne v er y\ndollar\nwe\nput\nand\ncommit\nis\nback\nt o\nthe\npriorities\nwe\ntalk ed\nabout,\nwhich\nis\ncommer cial\ncloud\nleadership\nand\nleading\nthe\nAI\nwa v e.\nAnd\nso\nI\nthink\nthat\nfocus\nis\nr eally\nhelping\non\nboth\nex ecution\nand\nle v er age.\nK eith\nW eiss\nEx cellent.\nThank\ny ou,\nguys.\nBr ett\nIv ersen\nThanks,\nK eith.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nMark\nMoer dler\nwith\nBernstein\nResear ch.\nPlease\npr oceed.\nMark\nMoer dler\nThank\ny ou\nv er y\nmuch\nand\ncongr atulations\non\na\nr eally\nstr ong\nquar ter .\nAI\nhas\nbeen\nfar\nstr onger\nthan\nexpected,\nbeat\ny our\nguidance\nfor\nA zur e\nthis\nquar ter .\nAnd\nwhile\ny ou\ndiscussed\nhigher\nutilization\nand\nmor e\nGPUs\nha v e\nhelped,\nhas\nthe\nfact\nthat\nMicr osoft\nhas\na\nfull\nAI\nde vstack\nCopilot\nr ef er ence\nar chitectur e\nand\nplugin\nar chitectur", "start_char_idx": 0, "end_char_idx": 1111, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "42f8554e-9697-4a0b-9eb4-2047589fbea7": {"__data__": {"id_": "42f8554e-9697-4a0b-9eb4-2047589fbea7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0978e138-ff51-4ae5-b276-9659975e4c96", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "934e9649ff9f0316a5b835017801916420b3915be288c05c3521cc7dd77a429d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c727a23c-cd04-45b4-9f71-441b9f620772", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6cf337e8d9d5c2eb349bfaa99fe4dd6a1ef453d231ee73de72679d545a839841", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3edd1873-505e-4208-8812-bae35a6f8bb2", "node_type": "1", "metadata": {}, "hash": "6be5910570d08d1a9bc36b19a2cc0ad430be6ed9a7d460432fa9bc7d86c22039", "class_name": "RelatedNodeInfo"}}, "hash": "44fbd87cbf8e7104c2859583cde62c6c4be6837d5baa47109334f86713d05886", "text": "ef er ence\nar chitectur e\nand\nplugin\nar chitectur e\nbidding\na\nmeaningful\nfact or ,\nnot\njust\nfr om\na\nr e v enue\nperspectiv e,\nbut\nalso\ne v en\npotentially\nfr om\na\nmar gin\nperspectiv e?\nIn\naddition,\ncan\ny ou\ngiv e\nus\nany\ncolor\non\nwhether\nA zur e\nGPU\nis\npr edominantly\nmodel\ntr aining\nor\nar e\nwe\nseeing\na\nlot\nof\ninf er encing\ny et\nfr om\nclients?\nThanks.\nSaty a\nNadella\nNo.\nThank\ny ou\nfor\nthe\nquestion,\nMark.\nY eah,\nit\nis\ntrue\nthat\nwe\nha v e\n--\nthe\nappr oach\nwe\nha v e\ntak en\nis\na\nfull\nstack\nappr oach\nall\nthe\nwa y\nfr om\nwhether\nit' s\nChatGPT\nor\nBing\nChat\nor\nall\nour\nCopilots,\nall\nshar e\nthe\nsame\nmodel.\nSo\nin\nsome\nsense,\none\nof\nthe\nthings\nthat\nwe\ndo\nha v e\nis\nv er y ,\nv er y\nhigh\nle v er age\nof\nthe\none\nmodel\nthat\nwe\nused\n--\nwhich\nwe\ntr ained,\nand\nthen\nthe\none\nmodel\nthat\nwe\nar e\ndoing\ninf er encing\nat\nscale.\nAnd\nthat\nadv antage\nsor t\nof\ntrickles\ndown\nall\nthe\nwa y\nt o\nboth\nutilization\ninternally ,\nutilization\nof\nthir d\npar ties,\nand\nalso\no v er\ntime,\ny ou\ncan\nsee\nthe\nsor t\nof\nstack\noptimization\nall\nthe\nwa y\nt o\nthe\nsilicon\nbecause\nthe\nabstr action\nla y er\nt", "start_char_idx": 1062, "end_char_idx": 2121, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3edd1873-505e-4208-8812-bae35a6f8bb2": {"__data__": {"id_": "3edd1873-505e-4208-8812-bae35a6f8bb2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0978e138-ff51-4ae5-b276-9659975e4c96", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "934e9649ff9f0316a5b835017801916420b3915be288c05c3521cc7dd77a429d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "42f8554e-9697-4a0b-9eb4-2047589fbea7", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "44fbd87cbf8e7104c2859583cde62c6c4be6837d5baa47109334f86713d05886", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9ca3beff-29e8-4439-8181-27e9d655456d", "node_type": "1", "metadata": {}, "hash": "2e383c01fc831162b75caebdb937b6be5c07bc60a131a929fd9bcfac56fd8f8e", "class_name": "RelatedNodeInfo"}}, "hash": "6be5910570d08d1a9bc36b19a2cc0ad430be6ed9a7d460432fa9bc7d86c22039", "text": "o\nthe\nsilicon\nbecause\nthe\nabstr action\nla y er\nt o\nwhich\nthe\nde v elopers\nar e\nriding\nis\nmuch\nhigher\nup\nthan\nlow-le v el\nk ernels,\nif\ny ou\nwill.", "start_char_idx": 2073, "end_char_idx": 2217, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9ca3beff-29e8-4439-8181-27e9d655456d": {"__data__": {"id_": "9ca3beff-29e8-4439-8181-27e9d655456d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c68fdc31-a752-4e9d-8d41-808879f3a1c7", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "5a94eec7c806eb87354c3c42c54b7d827bd6cd38a11e57591485e038a9a6ec83", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3edd1873-505e-4208-8812-bae35a6f8bb2", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6be5910570d08d1a9bc36b19a2cc0ad430be6ed9a7d460432fa9bc7d86c22039", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2c3dd302-4be7-4659-8808-375d9a51be5b", "node_type": "1", "metadata": {}, "hash": "6a1292a232473dbd997fc85253b6378573fa8f9d88bf65649ecf07759bd561f9", "class_name": "RelatedNodeInfo"}}, "hash": "2e383c01fc831162b75caebdb937b6be5c07bc60a131a929fd9bcfac56fd8f8e", "text": "So,\nther efor e,\nI\nthink\nther e\nis\na\nfundamental\nappr oach\nwe\nt ook,\nwhich\nwas\na\ntechnical\nappr oach\nof\nsa ying\nwe 'll\nha v e\nCopilots\nand\nCopilot\nstack\nall\na v ailable.\nThat\ndoesn 't\nmean\nwe\ndon 't\nha v e\npeople\ndoing\ntr aining\nfor\nopen\nsour ce\nmodels\nor\npr oprietar y\nmodels.\nW e\nalso\nha v e\na\nbunch\nof\nopen\nsour ce\nmodels.\nW e\nha v e\na\nbunch\nof\n\ufb01ne-tuning\nhappening,\na\nbunch\nof\nRLHF\nhappening.\nSo\nther e ' s\nall\nkinds\nof\nwa ys\npeople\nuse\nit.\nBut\nthe\nthing\nis,\nwe\nha v e\nscale\nle v er age\nof\none\nlar ge\nmodel\nthat\nwas\ntr ained\nand\none\nlar ge\nmodel\nthat' s\nbeing\nused\nfor\ninf er ence\nacr oss\nall\nour\n\ufb01rst-par ty\nSaaS\napps,\nas\nwell\nas\nour\nAPI\nin\nour\nA zur e\nAI\nser vice\u2026\nA my\nHood\nAnd\nthe\nr eason,\nMark,\nthat' s\nimpor tant\nis\nthat\nit\nmeans,\ne v en\nbe y ond\nthe\npoint\nSaty a\nmade\nis\nthat,\nwhen\nit\ncomes\nt o\nour\nability\nt o\nle v er age\nthe\ninfr astructur e\nthat\nwe 'r e\nbuilding\nout,\nwe\ndon 't\nr eally\nha v e\na\npr ef er ence\nin\nterms\nof\nhow\npeople\nar e\nutilizing\nthat\ninfr astructur e,\nwhether\nit' s\nthr ough\nall\nthe\nmeans\nthat\nSaty", "start_char_idx": 0, "end_char_idx": 1030, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2c3dd302-4be7-4659-8808-375d9a51be5b": {"__data__": {"id_": "2c3dd302-4be7-4659-8808-375d9a51be5b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c68fdc31-a752-4e9d-8d41-808879f3a1c7", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "5a94eec7c806eb87354c3c42c54b7d827bd6cd38a11e57591485e038a9a6ec83", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9ca3beff-29e8-4439-8181-27e9d655456d", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "2e383c01fc831162b75caebdb937b6be5c07bc60a131a929fd9bcfac56fd8f8e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "025e8b9a-0214-4eb2-87dc-4a32f483cffe", "node_type": "1", "metadata": {}, "hash": "b485d58d7dcbeba56759900b470c2dce362e2ab80e9af330c3792624e5724b5c", "class_name": "RelatedNodeInfo"}}, "hash": "6a1292a232473dbd997fc85253b6378573fa8f9d88bf65649ecf07759bd561f9", "text": "s\nthr ough\nall\nthe\nmeans\nthat\nSaty a\nmentioned.\nIt\ngiv es\nus\na\ngood\noppor tunity\nt o\nsee\nquick\nconv ersion\nint o\nr e v enue.\nSaty a\nNadella\nY eah.\nI\nmean,\none\nother\nthing\nI' d\njust\nadd\nt o\nperhaps\nMark' s\nquestion\nas\nwell\nas\nK eith ' s\nis,\nthis\nplatform\ntr ansition,\nI\nthink\nis\nv er y\nimpor tant\nfor\nus\nt o\nbe\nv er y\ndisciplined\non\nboth.\nI'll\ncall\nour\ntech\nstack\nas\nwell\nas\nour\ncapital\nspend\nall\nt o\nbe\nconcentr ated.\nThe\nlesson\nlearned\nfr om\nthe\ncloud\nside\nis\n--\nwe 'r e\nnot\nrunning\na\nconglomer ate\nof\ndiff er ent\nbusinesses,\nit' s\nall\none\ntech\nstack\nup\nand\ndown\nMicr osoft' s\npor tfolio,\nand\nthat,\nI\nthink,\nis\ngoing\nt o\nbe\nv er y\nimpor tant\nbecause\nthat\ndiscipline,\ngiv en\nwhat\nthe\nspend\nlik e\n--\nit\nwill\nlook\nlik e\nfor\nthis\nAI\ntr ansition\nany\nbusiness\nthat' s\nnot\ndisciplined\nabout\ntheir\ncapital\nspend\naccruing\nacr oss\nall\ntheir\nbusinesses\ncould\nrun\nint o\ntr ouble.\nMark\nMoer dler\nExtr emely\nhelpful.\nThank\ny ou\nso\nmuch.\nBr ett\nIv ersen\nThanks,\nMark.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nY our\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ent\nThill\nwith\nJeff eries.\nPlease\npr oceed.\nBr ent\nThill", "start_char_idx": 996, "end_char_idx": 2092, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "025e8b9a-0214-4eb2-87dc-4a32f483cffe": {"__data__": {"id_": "025e8b9a-0214-4eb2-87dc-4a32f483cffe", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "93bf67cd-1692-4a01-bb72-a854cb859917", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "c8e30a368ba4fbd52cd6f7d446d601f65510f19d277684e5f97577dae4bab271", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2c3dd302-4be7-4659-8808-375d9a51be5b", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6a1292a232473dbd997fc85253b6378573fa8f9d88bf65649ecf07759bd561f9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "15267abf-ad30-4c22-ad61-2b4c98b3f99a", "node_type": "1", "metadata": {}, "hash": "58cd7752a3af144de46512e51e6038df0451b0376fbb7ac1d767376d6817d606", "class_name": "RelatedNodeInfo"}}, "hash": "b485d58d7dcbeba56759900b470c2dce362e2ab80e9af330c3792624e5724b5c", "text": "Thanks,\nAmy .\nGood\nt o\nsee\nthe\n12%\ngr owth.\nMany\ninv est ors\nar e\nasking,\ncan\ny ou\nsustain\ndouble-digit\ngr owth,\nespecially\nwith\na\nstr onger\nAI\nboost\ncoming\nin\nthe\nnext\nse v er al\nquar ters?\nA my\nHood\nI\nthink\nlooking\nat\nour\n--\nas\nI\nsaid,\nQ1\nwas\na\nstr ong\nstar t\nt o\nthe\ny ear ,\nQ2\ncer tainly\nimplies\nthat.\nW e 'v e\ntalk ed\nabout\nstability\nfor\nA zur e\nint o\nthe\nsecond\nhalf\nof\nthe\ny ear\nlooking\nat\nand\nin\nline\nwith\nwhat\nwe 'r e\nseeing\nfor\nQ2.\nAnd\nso\nI\nthink\nwe\nf eel\ngood\nabout\nour\nability\nt o\nex ecute,\nbut\nmor e\nimpor tantly ,\nour\nability\nt o\ncontinue\nt o\ntak e\nshar e.\nBr ett\nIv ersen\nThanks,\nBr ent.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nRaimo\nLenschow\nwith\nBar cla ys.\nPlease\npr oceed.\nRaimo\nLenschow\nHe y .\nThank\ny ou.\nY ou\nsound\nv er y\noptimistic\nabout\nthe\noppor tunity\nin\nthe\no\ufb03ce\nspace\nwith\nCopilot\ncoming\nout\nnow\nv er y\nsoon.\nCan\ny ou\nspeak\na\nlittle\nbit\nabout\n--\nwhat\ny ou'r e\nseeing\nin\nthe\ncust omer\nbase\nthat\ntested\nthis\nalr eady\nin\nterms\nof\nhow\nex cited\nthe y\nwer e\n--\nthe\nspecial\nf eatur es\nther", "start_char_idx": 0, "end_char_idx": 1051, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "15267abf-ad30-4c22-ad61-2b4c98b3f99a": {"__data__": {"id_": "15267abf-ad30-4c22-ad61-2b4c98b3f99a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "93bf67cd-1692-4a01-bb72-a854cb859917", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "c8e30a368ba4fbd52cd6f7d446d601f65510f19d277684e5f97577dae4bab271", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "025e8b9a-0214-4eb2-87dc-4a32f483cffe", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "b485d58d7dcbeba56759900b470c2dce362e2ab80e9af330c3792624e5724b5c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "17622095-973a-4615-a0d5-3da12e3a82fc", "node_type": "1", "metadata": {}, "hash": "310a8d48f46b6e42d8420a47910f64238c863e0fbd663540d4d87a3b6722f372", "class_name": "RelatedNodeInfo"}}, "hash": "58cd7752a3af144de46512e51e6038df0451b0376fbb7ac1d767376d6817d606", "text": "cited\nthe y\nwer e\n--\nthe\nspecial\nf eatur es\nther e,\nand\nwhat\ndoes\nit\nmean\nin\nterms\nof\nadoption\ncur v e\nfor\nthat\ngoing\nfor war d\nonce\ny ou\ngo\nGA\non\n1st\nof\nNo v ember?\nThank\ny ou.\nSaty a\nNadella\nNo.\nThanks.\nThe\nquestion,\nRamo,\nthe\ngood\nnews\nis\ntwo-fold,\none\nis\nthe\nfact\nthat,\nwhat\nis\n40%\nof\nthe\nF or tune\n100\nar e\nalr eady\nin\nthe\npr e view\nand\nar e\nusing\nthe\npr oduct\nand\nI\nthink\ny ou\nall\nha v e\nalso\ndone\nlots\nof\nchecks\nand\nthe\nf eedback\nis\nv er y ,\nv er y\npositiv e.\nAnd,\nin\nfact,\nthe\ninter esting\nthing\nis,\nit' s\nnot\nany\none\nt ool,\nright?\nWhich\nis\nthe\nf eedback\ne v en\nsor t\nof\nis\nv er y\nclear\nthat\nit' s\nthe\nall\nup.\nY ou\njust\nk eep\nhitting\nthe\nCopilot\nbutt on\nacr oss\ne v er y\nsur face,\nright,\nwhether\nit' s\nin\nW or d\nt o\ncr eate\ndocuments,\nin\nEx cel\nt o,\ndo\nanalysis,\nor\nP owerP oint\nor\nOutlook\nor\nT eams\njust\nlik e\nthat.\nClearly ,\nthe\nT eams\nmeeting,\nwhich\nis\nan\nintelligent\nr ecap,\nit' s\nnot\njust\na\ndumb\ntr anscript.\nIt' s\nlik e\nha ving\na\nknowledge\nbase\nof\nall\ny our\nmeetings\nthat\ny ou\ncan\nquer y\nand\nadd\nt o\nessentially\nthe\nknowledge\nterms\nof\ny", "start_char_idx": 1003, "end_char_idx": 2053, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "17622095-973a-4615-a0d5-3da12e3a82fc": {"__data__": {"id_": "17622095-973a-4615-a0d5-3da12e3a82fc", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "93bf67cd-1692-4a01-bb72-a854cb859917", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "c8e30a368ba4fbd52cd6f7d446d601f65510f19d277684e5f97577dae4bab271", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "15267abf-ad30-4c22-ad61-2b4c98b3f99a", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "58cd7752a3af144de46512e51e6038df0451b0376fbb7ac1d767376d6817d606", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ac932adb-c7eb-4feb-96e5-bbf01c933af3", "node_type": "1", "metadata": {}, "hash": "12be31c7733520239ddc43aef15f43988e4143b6c7ca10f35e4dd6ba73202bcd", "class_name": "RelatedNodeInfo"}}, "hash": "310a8d48f46b6e42d8420a47910f64238c863e0fbd663540d4d87a3b6722f372", "text": "o\nessentially\nthe\nknowledge\nterms\nof\ny our\nenterprise.", "start_char_idx": 2015, "end_char_idx": 2069, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ac932adb-c7eb-4feb-96e5-bbf01c933af3": {"__data__": {"id_": "ac932adb-c7eb-4feb-96e5-bbf01c933af3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ec1b6669-73bc-4076-8041-0b75f5ad32c3", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "034b1dda74e18097ae01f73567352127c5c1fab2ab0e2fdf38b673f6677905e3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "17622095-973a-4615-a0d5-3da12e3a82fc", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "310a8d48f46b6e42d8420a47910f64238c863e0fbd663540d4d87a3b6722f372", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8475a634-c325-4638-9fc8-d2bf15416870", "node_type": "1", "metadata": {}, "hash": "190a87d6d5d1082443490b246a7d9b1681267dd68b0e5df3489a3835db12acbd", "class_name": "RelatedNodeInfo"}}, "hash": "12be31c7733520239ddc43aef15f43988e4143b6c7ca10f35e4dd6ba73202bcd", "text": "And\nso\nwe\nar e\nseeing\nbr oad\nusage\nacr oss\nand\nthe\ninter esting\nthing\nis,\nb y\ndiff er ent\nfunctions,\nwhether\nit' s\nin\n\ufb01nance\nor\nin\nsales\nb y\nr oles,\nwe\nar e\nseeing\npr oductivity\ngains\nlik e\nwe\nsaw\nwith\nde v elopers\nand\nGitHub\nCopilot.\nSo\nthat' s\nthe\ndata.\nW e\nar e\nv er y\nex cited\nabout\nour\nIgnite\nconf er ence,\nwher e\nwe\nwill\ntalk\na\nlot\nmor e\nabout\nall\nof\nthe\nuse\ncases\nand\nwhat' s\n--\nwher e ' s\nthe\nv alue\nand\ngiv e\nmor e\npr escriptiv e\nguidance\non\nhow\npeople\ncan\ndeplo y .\nBut\nso\nfar\nso\ngood,\nas\nfar\nas\nthe\ndata\nis\nand\nthe\nf eedback\nis.\nAnd\nof\ncourse,\nthis\nis\nan\nenterprise\npr oduct,\nI\nmean,\nat\nthe\nend\nof\nthe\nda y ,\nwe\nar e\ngr ounded\non\nenterprise\ncy cle\ntimes\nin\nterms\nof\nadoption\nand\nr amp,\nand\nit' s\nincr ementally\npriced,\nso,\nther efor e\nthat\nall\nwill\napply\nstill.\nBut\nat\nleast\nfor\nsomething\ncompletely\nnew\nt o\nha v e\nthis\nle v el\nof\nusage\nalr eady\nand\nthis\nle v el\nof\nex citement\nis\nsomething\nwe 'r e\nv er y ,\nv er y\npleased\nwith.\nRaimo\nLenschow\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nRaimo.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nThe\nnext\nquestion\ncomes\nfr", "start_char_idx": 0, "end_char_idx": 1063, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8475a634-c325-4638-9fc8-d2bf15416870": {"__data__": {"id_": "8475a634-c325-4638-9fc8-d2bf15416870", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ec1b6669-73bc-4076-8041-0b75f5ad32c3", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "034b1dda74e18097ae01f73567352127c5c1fab2ab0e2fdf38b673f6677905e3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ac932adb-c7eb-4feb-96e5-bbf01c933af3", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "12be31c7733520239ddc43aef15f43988e4143b6c7ca10f35e4dd6ba73202bcd", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1a0b6d66-e774-492e-b452-b74cb1268974", "node_type": "1", "metadata": {}, "hash": "94fa8c9e054609a6eea22c6ec633e33eeea69a014264f51aec31fa19b694e163", "class_name": "RelatedNodeInfo"}}, "hash": "190a87d6d5d1082443490b246a7d9b1681267dd68b0e5df3489a3835db12acbd", "text": "at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nKarl\nK eirstead\nwith\nUBS.\nPlease\npr oceed.\nKarl\nK eirstead\nOka y .\nGr eat.\nThanks,\nAmy .\nCongr ats\non\nthe\n28%\nconstant\ncurr ency\nA zur e\ngr owth,\nthat' s\nterri\ufb01c.\nI\nwanted\nt o\npr ess\ny ou\na\nlittle\nbit\non\nthe\noutlook\nfor\nA zur e.\nY ou'r e\nob viously\nguiding\nt o\na\n1\nt o\n2\npoint\ndecel\nin\nDecember\nand\nthen\nstable\nther eafter .\nBut\nwhy\nwould\nit\nbe\nstable?\nWhy\nwouldn 't\nit\nacceler ate\nin\nthe\n--\nin\nthe\nsecond\nhalf\nof\ny our\n\ufb01scal\ny ear ,\nif\nthe\nAI\ncontribution\nis\nincr easing\nas\ny ou\nbring\non\nmor e\nGPU\ncapacity?\nIs\nthis\na\nfunction\nof\nperhaps\ncontinued\nCor e\nex-AI\nA zur e\nspend\noptimization,\ncontinuing\nor\nma ybe\ne v en\ngetting\nslightly\nworse?\nWhy\ncouldn 't\nwe\nsee\nsome\nupside\nin\nthat\nA zur e\nnumber?\nI\nknow\ny ou'r e\ntr ying\nt o\nbe\nconser v ativ e,\nbut\nI' d\njust\nlo v e\nt o\nunderstand\nit?\nThanks\nso\nmuch.\nA my\nHood\nThanks,\nKarl.\nA\ncouple\nof\nthings.\nAs\nI\ntalk ed\nabout\nQ2\nand\nthen\nint o\nH2.\nW e 'v e\nbeen\nv er y\nconsistent\nthat\nthe\noptimization\ntr ends\nha v e\nbeen\nconsistent\nfor\nus\nthr ough\na\ncouple\nof\nquar ters\nnow .\nCust", "start_char_idx": 1031, "end_char_idx": 2099, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1a0b6d66-e774-492e-b452-b74cb1268974": {"__data__": {"id_": "1a0b6d66-e774-492e-b452-b74cb1268974", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ec1b6669-73bc-4076-8041-0b75f5ad32c3", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "034b1dda74e18097ae01f73567352127c5c1fab2ab0e2fdf38b673f6677905e3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8475a634-c325-4638-9fc8-d2bf15416870", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "190a87d6d5d1082443490b246a7d9b1681267dd68b0e5df3489a3835db12acbd", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "45cbb6b9-59d5-46ac-b47e-96e28a6ecc36", "node_type": "1", "metadata": {}, "hash": "736dac8e5aafa215d87bca491f8a0b63b075cf9aa1b5eab811f759d1373e0532", "class_name": "RelatedNodeInfo"}}, "hash": "94fa8c9e054609a6eea22c6ec633e33eeea69a014264f51aec31fa19b694e163", "text": "ough\na\ncouple\nof\nquar ters\nnow .\nCust omers\nar e\ngoing\nt o\ncontinue\nt o\ndo\nthat.\nIt' s\nan\nimpor tant\npar t\nof\nrunning\nworkloads\nthat\nis\nnot\nnew .\nTher e\nob viously\nwer e\nsome\nquar ters\nwher e\nit\nwas", "start_char_idx": 2062, "end_char_idx": 2260, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "45cbb6b9-59d5-46ac-b47e-96e28a6ecc36": {"__data__": {"id_": "45cbb6b9-59d5-46ac-b47e-96e28a6ecc36", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2ea8002b-030f-40cd-a16e-1c45706c1795", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "1ed2287f7bc56065a9693ac7c2b5ec44c4a78426d6e2e92362f166f47c56192c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1a0b6d66-e774-492e-b452-b74cb1268974", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "94fa8c9e054609a6eea22c6ec633e33eeea69a014264f51aec31fa19b694e163", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "aaddb0bc-1c7e-49a5-b0ca-a82c7f28e232", "node_type": "1", "metadata": {}, "hash": "869a1ddb41e98f42e119000a9050472ef3a4879eda469097dee2f16c80367218", "class_name": "RelatedNodeInfo"}}, "hash": "736dac8e5aafa215d87bca491f8a0b63b075cf9aa1b5eab811f759d1373e0532", "text": "mor e\nacceler ated,\nbut\nthat\nis\na\npattern\nthat\nis\nand\nhas\nbeen\na\nfundamental\npar t\nof\nha ving\ncust omers,\nboth\nmak e\nnew\nr oom\nfor\nnew\nworkload\nadoption\nand\ncontinue\nt o\nbuild\nnew\ncapabilities.\nAnd\nso\nI\nthink\nthat\nimpact\nr emains\nthr ough\nthe\nr est\nof\nthe\ny ear ,\nand\nmy\nview\nis\nunchanged\non\nthat.\nAnd\nthen\nof\ncourse,\nI\nthink\nthe\nk e y\ncomponent\nhas\nalwa ys\nbeen\nnew\nworkload\nstar ts.\nAnd\nat\nthe\nscale\nwe 'r e\ntalking\nabout,\nbeing\nable\nt o\nha v e\nstability\nin\nour\nA zur e\nbusiness,\ndoes\nmean\nthat\nwe\nwill\nha v e\na\nlot\nof\nnew\nworkload\nstar ts.\nAnd\nprimarily\nwe 'r e\nexpecting\nthose\nt o\ncome\nfr om\nAI\nworkloads.\nBut\nAI\nworkloads\ndon 't\njust\nuse\nour\nAI\nser vices.\nThe y\nuse\ndata\nser vices\nand\nthe y\nuse\nother\nthings.\nAnd\nso\nthat\ncombination,\nI\nthink,\nlooking\non\na\ncompetitiv e\nbasis,\nwe\nf eel\ngood\nabout\nour\nex ecution,\nwe\nf eel\ngood\nabout\ntaking\nshar e\nand\nwe\nf eel\ngood\nabout\nconsistent\ntr ends.\nAnd\nso\nI\nf eel\ngood\nabout\nthat\nguide\nand\nwhat\nit\nsa ys\nabout\nwher e\nwe\nar e\non\nshar e.\nKarl\nK eirstead\nOka y .\nT erri\ufb01c.\nThanks.\nBr ett\nIv ersen\nThanks,\nKarl.\nJoe,\nnext\nquestion,\nplease.\nOper at", "start_char_idx": 0, "end_char_idx": 1089, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "aaddb0bc-1c7e-49a5-b0ca-a82c7f28e232": {"__data__": {"id_": "aaddb0bc-1c7e-49a5-b0ca-a82c7f28e232", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2ea8002b-030f-40cd-a16e-1c45706c1795", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "1ed2287f7bc56065a9693ac7c2b5ec44c4a78426d6e2e92362f166f47c56192c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "45cbb6b9-59d5-46ac-b47e-96e28a6ecc36", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "736dac8e5aafa215d87bca491f8a0b63b075cf9aa1b5eab811f759d1373e0532", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a345a558-ba9d-4730-ac71-70e1dd4e6030", "node_type": "1", "metadata": {}, "hash": "98bf729718f299282de9d1de9cafdea966953031d4334935f5a0527aba4f4d57", "class_name": "RelatedNodeInfo"}}, "hash": "869a1ddb41e98f42e119000a9050472ef3a4879eda469097dee2f16c80367218", "text": "ersen\nThanks,\nKarl.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ad\nSills\nwith\nBank\nof\nAmerica.\nPlease\npr oceed.\nBr adle y\nSills\nW onder ful.\nThanks\nso\nmuch.\nV er y\nimpr essiv e\nt o\nsee\nthe\nO\ufb03ce\n365\ncommer cial\nseat\ngr owth\nhanging\nin\nher e\nin\nthat\ndouble\ndigit\nr ange.\nIt' s\nv er y\nimpr essiv e\njust\ngiv en\nthe\nscale\nof\nthat\nbusiness.\nW e\nthink\nof\nO\ufb03ce\nas\nha ving\nsuch\na\ndominant\nmark et\nposition.\nCurious,\nhow\ny ou\nthink\nabout\nthe\n--\nwher e\nthat\nseat\nis\ncoming\nfr om\nand\nhow\nmany\nmor e\nof\nthose\nseats\nar e\nout\nther e\nt o\ngo\nget?\nA my\nHood\nThanks\nfor\nthat\nquestion,\nand\nma ybe\nI'll\ntak e\nthat\nSaty a\nif\ny ou\n--\nif\ny ou\nwant\nt o\nadd.\nIn\ngener al,\nour\nseat\ngr owth\nhas\n--\nit\ndoes\ncome\nfr om\nall\nsegments,\nbut\nwith\npar ticular\nstr ength\nin\nsmall\nand\nmid-siz ed\nbusinesses,\nas\nwell\nas\nwhat\nwe\ncall\nthe\nfr ontline\nwork er\noppor tunity .\nAnd\nthat\nhas\nbeen,\nI\nwould\nsa y ,\nlooking\nback\na\nnumber\nof\nquar ters\nwher e\nthe\nmajority\nof\nour\nseat\ngr owth\nhas\ngone.\nAnd\nwhile\nob viously ,\nit\nslowed\na\nbit\nt o\ny our", "start_char_idx": 1034, "end_char_idx": 2073, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a345a558-ba9d-4730-ac71-70e1dd4e6030": {"__data__": {"id_": "a345a558-ba9d-4730-ac71-70e1dd4e6030", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a7105596-1ea0-4ec7-a113-10b635989701", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "fab800d6e42ecdbd2831696549867e643d87f6c2d4a10369d8b874a9d4733fd0", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "aaddb0bc-1c7e-49a5-b0ca-a82c7f28e232", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "869a1ddb41e98f42e119000a9050472ef3a4879eda469097dee2f16c80367218", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "123861a6-c466-4285-a152-d34d1f1eb217", "node_type": "1", "metadata": {}, "hash": "3e082a5eff0759ae05325113c3a334c65fb6218afe2e01bfdeb5be46c9a6e569", "class_name": "RelatedNodeInfo"}}, "hash": "98bf729718f299282de9d1de9cafdea966953031d4334935f5a0527aba4f4d57", "text": "point,\nI\nthink\nthe\nfact\nthat\nwe 'r e\nstill\nable\nt o\nadd\nseats\nat\nthis\nle v el\nspeaks\nt o\nthe\nbr oadening\nnatur e\nof\nwhat\nMicr osoft\n365\nneeds.\nIt' s\nmor e\napplicable\nt o\nmor e\npeople.\nAnd\nso\nI\nthink\nmany\npeople\nha v e\nthought,\noh\nmy\ngoodness,\ny ou'v e\ngot\na\nlot\nof\ncust omers\nalr eady .\nAnd\nwe\nlook\nand\nsa y ,\nhow\nmany\npeople\nwhen\ny ou\nexpand\nwhat\nMicr osoft\n365\nmeans,\nwhether\nit' s\nthe\nsecurity\nor\nit\nmeans\nanalytics\nor\nit\nmeans\nT eams,\nit\nmeans\nlots\nof\nthings\nin\nan\nexpanding\nde\ufb01nition.\nIt\napplies\nt o\nmor e\ntypes\nof\nwork ers.\nAnd\nfr ankly ,\nthe\nv alue\nis\nsuch,\nespecially\non\nthe\nsmall\nbusiness\nfr ont,\nwher e\nit' s\nt o\nthe\npoint\nwher e\nI\nthink\npeople\nf eel\nlik e\nit' s\na\ngr eat\nwa y\nt o\nspend\ne v en\nthe\nspend\nmone y\nthe y\nha v e\nis\n--\nthis\nr emains\na\npr etty\ncompelling\noff er .\nBr adle y\nSills\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nBr ad.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nY our\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ent\nBr acelin\nwith\nPiper\nSandler .\nPlease\npr oceed.\nBr ent\nBr acelin\nThank\ny ou.\nGood\nafternoon.\nOne\nthing\nthat\nr eally\nst ood\nout\nt", "start_char_idx": 0, "end_char_idx": 1061, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "123861a6-c466-4285-a152-d34d1f1eb217": {"__data__": {"id_": "123861a6-c466-4285-a152-d34d1f1eb217", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a7105596-1ea0-4ec7-a113-10b635989701", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "fab800d6e42ecdbd2831696549867e643d87f6c2d4a10369d8b874a9d4733fd0", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a345a558-ba9d-4730-ac71-70e1dd4e6030", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "98bf729718f299282de9d1de9cafdea966953031d4334935f5a0527aba4f4d57", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "95d3bb7a-c271-470e-9859-474861887f82", "node_type": "1", "metadata": {}, "hash": "fe52bec4f2382c7457e2a227690faa59533dfa13d9dbb0086f0b12862bc0c16a", "class_name": "RelatedNodeInfo"}}, "hash": "3e082a5eff0759ae05325113c3a334c65fb6218afe2e01bfdeb5be46c9a6e569", "text": "eally\nst ood\nout\nt o\nme\nwas\nthe\nintelligent\ncloud\nsegment\noper ating\nmar gins.\nThese\ncame\nin,\nI\nthink,\nat\nthe\nhighest\nle v el\nin\nsix\ny ears,\ndespite\nele v ated\nAI\ninv estments.\nW as\nther e\na\none-time\ntailwind\nher e\nthat\nhelped?\nOr\nar e\ny ou\nat\nthe\npoint\nwher e\nA zur e\nhas\ngot\neconomies\nof\nscale,\nwher e\nMicr osoft\ncould\nsustain\nhigh\nmar gins\ne v en\nwith\nan\nambitious\nAI\ninv estment\ncy cle?\nA my\nHood\nY ou\nthink\n--\nthanks\nfor\nthat\nquestion.\nI\nthink\nther e\nar e\na\ncouple\nthings\ngoing\non\nand\nI\ndo\n--\nI\nwould\nsa y\nin\npar ticular ,\nthis\nwas\na\nv er y\ngood\nle v er age\nquar ter\nin\nthat\nsegment.\nNumber\none,\nthe\nA zur e\nr e v enue\ngr owth\nand\nthe\nstability\nwe 'r e\nseeing\nin\nit,\nabsolutely\nis\nthat\nhelp\nthe\noper ating\nle v er age.\nThe\nsecond\ncomponent\nof\nthat\nis\nin\nour\ncor e\nA zur e\nbusiness.\nThe\nteam\ncontinues\nt o\ndeliv er\nthoughtful\ngr oss\nmar gin\nimpr o v ement\nacr oss\nboth\ntechnical\ndecisions,\nsoftwar e\nimplementations.\nOur\nteams\non\nthe\ninfr astructur e\nbuild\nside\nha v e\ndone\nr eally\ngood\nwork\nt o\ndeliv er\nthat,\nand\nso\nthat' s\nbeen\nhelpful\nas\nwell.", "start_char_idx": 1043, "end_char_idx": 2094, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "95d3bb7a-c271-470e-9859-474861887f82": {"__data__": {"id_": "95d3bb7a-c271-470e-9859-474861887f82", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1a6702c3-e2ba-4d5d-a509-98af5406a1e2", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "4cc7a4db449aa3a8d6ce4897d8c474eca4289b68d3536a9b4362f88947db5cc1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "123861a6-c466-4285-a152-d34d1f1eb217", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "3e082a5eff0759ae05325113c3a334c65fb6218afe2e01bfdeb5be46c9a6e569", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d81016bb-73af-4f25-909b-5bd6affbef1f", "node_type": "1", "metadata": {}, "hash": "119c8e88ad016f95cd8eef690eb491661d8bb0748d8fc6af4a9e935011086e44", "class_name": "RelatedNodeInfo"}}, "hash": "fe52bec4f2382c7457e2a227690faa59533dfa13d9dbb0086f0b12862bc0c16a", "text": "And\nthen,\nof\ncourse,\non\noper ating\nexpenses,\nther e ' s\nbeen\na\ngood\nfocus\non\ncontinuing\ne v en\nwithin\nthat\nsegment,\nt o\nmak e\nsur e\nwe 'r e\nfocusing\nthat\nwork\non\nleading\nin\nthe\nAI\ntr ansition\nwith\nA zur e.\nAnd\nso\ny ou'r e\nright,\ne v en\nas\nwe 'r e\ninv esting\nin\nAI\ninfr astructur e,\nwhich\nwill\nand\nshould\nshow\nup\nas\nr e v enue,\nit'll\nalso\nshow\nup\nin\nCOGS\nand\nstill\ndeliv er\ngood\nmar gin.\nBut\nthis\ndoes\nha v e\na\nslightly\n--\nas\nI\ntalk ed\nabout\nearlier ,\neasier\ncomp\nin\nQ1\nand\nQ2,\ngiv en\nit\nwas\nsome\nof\nour\nhighest\ngr owth\noper ating\nexpense\nquar ters\nin\nour\ncompany ' s\nhist or y\na\ny ear\nago.\nBr ent\nBr acelin\nMak es\nsense.\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nBr ent.\nJoe,\nwe\nha v e\ntime\nfor\none\nlast\nquestion.\nOper at or\nOur\nlast\nquestion\nwill\ncome\nfr om\nthe\nline\nof\nGr egg\nMoskowitz\nwith\nMizuho.\nPlease\npr oceed.\nGr egg\nMoskowitz\nOka y .\nThank\ny ou\nv er y\nmuch\nfor\ntaking\nthe\nquestion.\nAnd\nma ybe\njust\na\nfollow-up\nt o\nwhat\nBr ent\nwas\njust\nasking\nabout,\nbut\non\nthe\ngr oss\nmar gin\nline.\nAmy ,\nthe\nMicr osoft\ncloud\ngr oss\nmar gin\nis\nup\n2\npoints\ny ear-o v er-y ear ,\nex cluding\nthe\nuseful\nlif", "start_char_idx": 0, "end_char_idx": 1087, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d81016bb-73af-4f25-909b-5bd6affbef1f": {"__data__": {"id_": "d81016bb-73af-4f25-909b-5bd6affbef1f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1a6702c3-e2ba-4d5d-a509-98af5406a1e2", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "4cc7a4db449aa3a8d6ce4897d8c474eca4289b68d3536a9b4362f88947db5cc1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "95d3bb7a-c271-470e-9859-474861887f82", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "fe52bec4f2382c7457e2a227690faa59533dfa13d9dbb0086f0b12862bc0c16a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "60e57468-f198-4995-9cf1-8be73eaee785", "node_type": "1", "metadata": {}, "hash": "ff160aaba2e59786006d0f551b2eca46ab99dce05bb6f7d3c4043cd315c9f370", "class_name": "RelatedNodeInfo"}}, "hash": "119c8e88ad016f95cd8eef690eb491661d8bb0748d8fc6af4a9e935011086e44", "text": "ear-o v er-y ear ,\nex cluding\nthe\nuseful\nlif e\nchange,\na\nlittle\nmor e\nimpr o v ement\nthan\nwe 'v e\nseen\nin\nsome\ntime\nand\nsome\ninv est ors\nwer e\nworried\nthat\nit\nmight\ngo\nin\nthe\nother\ndir ection,\ngiv en\nincr eased\nAI\ninv estments.\nAnd\nso,\nas\ny ou\nlook\nfor war d,\ndo\ny ou\nthink\nthat\ny ou\ncould\ndriv e\nsome\ncontinued\ngr oss\nmar gin\nimpr o v ement\no v er\nthe\nmedium\nterm\nand\ne v en\nas\nhigher\nCapEx\nwill\n\ufb01lter\nint o\nthe\nmodel?\nThanks.\nA my\nHood\nY eah.\nLet\nme\nbr eak\nthat\nint o\ntwo\ncomponents,\nbecause\nthe y 'r e\nboth\nimpor tant\nand\nit' s\na\nr eally\ngood\nquestion,\nGr egg.\nOn\nour\ncor e\nbusiness,\nthe\ncor e\nA zur e\nbusiness,\nthe\ncor e\nO\ufb03ce\n365,\nM365\nbusiness,\nDynamics\nbusiness,\nthe y 'r e\n--\nthe y\ncontinue\nt o\ndeliv er\ngr oss\nmar gin\ny ear-o v er-y ear\nimpr o v ements\nin\nthe\ncor e.\nAnd\nso\nthat,\nlik e\nin\nother\nquar ters\nhas\nhelped\nthis\nquar ter .\nIn\naddition,\nwhat\nSaty a\nmentioned\nearlier\nin\na\nquestion,\nand\nI\njust\nwant\nt o\ntak e\ne v er y\nchance\nt o\nr eiter ate\nit,\nif\ny ou\nha v e\na\nconsistent\ninfr astructur e\nfr om\nthe\nplatform\nall\nthe\nwa y\nup\nthr ough\nits\nla y ers,\nthen\ne v er", "start_char_idx": 1043, "end_char_idx": 2117, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "60e57468-f198-4995-9cf1-8be73eaee785": {"__data__": {"id_": "60e57468-f198-4995-9cf1-8be73eaee785", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "ff160aaba2e59786006d0f551b2eca46ab99dce05bb6f7d3c4043cd315c9f370", "text": "y\nup\nthr ough\nits\nla y ers,\nthen\ne v er y\ncapital\ndollar\nwe\nspend,\nif\nwe\noptimiz e\nr e v enue", "start_char_idx": 2078, "end_char_idx": 2171, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "54dfd12f-1256-4fa9-bda0-7513f7ee2df6": {"__data__": {"id_": "54dfd12f-1256-4fa9-bda0-7513f7ee2df6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8146a020-067d-4783-ab38-8e83909a2738", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "21ad6786068d761580646cc061f8ba296120390b91f8e097cd9ea433541e76a4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "60e57468-f198-4995-9cf1-8be73eaee785", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "ff160aaba2e59786006d0f551b2eca46ab99dce05bb6f7d3c4043cd315c9f370", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "eeb8f4b4-6124-42f6-90f6-8b0dcb5821d9", "node_type": "1", "metadata": {}, "hash": "093c5074f77abc03828fcb92156a51fd9e84c30ed0cd0b82013a8a497fe01c4a", "class_name": "RelatedNodeInfo"}}, "hash": "a61d24b6eaacb7f8cde03b30daf72118bdca38197de7524effe3ea773aee8297", "text": "against\nit,\nwe\nwill\nha v e\ngr eat\nle v er age,\nbecause\nwher e v er\ndemand\nshows\nup\nin\nthe\nla y ers,\nwhether\nit' s\nat\nthe\nSaaS\nla y er ,\nwhether\nit' s\nat\nthe\ninfr astructur e\nla y er ,\nwhether\nit' s\nfor\ntr aining\nworkloads,\nwe 'r e\nable\nt o\nquickly\nput\nour\ninfr astructur e\nt o\nwork\ngener ating\nr e v enue,\nor\non\nour\nBing\nworkloads.\nI\nmean,\nI\nshould\nha v e\nmentioned\nall\nthe\nconsumer\nworkloads\nuse\nthe\nsame\nfr ame.\nAnd\nso\nwhen\ny ou\nthink\nabout\nour\ninv estment\nin\nAI,\ny es,\nit\nwill\n--\nbecause\nwe 'r e\ncommitted\nt o\nleading\nthis\nwa v e\nand\nsee\ndemand,\ny ou\nwill\nsee\nthat\nimpact\nin\nCOGS\ngr owth.\nBut\nwhat\nwe 'r e\ncommitted\nt o\ndoing\nis\nmaking\nsur e\nit' s\nhighly\nle v er aged\nand\nmaking\nsur e\ny ou\nsee\nthe\nsame\ngr owth\nin\nr e v enue.\nAnd\nI\nthink\non\noccasion,\ny ou\nma y\nsee\nsomething\npick\nup\n1\nor\n2\npoints\nand\nthe\nother\none\nnot\nquite\nget\nther e,\nbut\nthe\npoint\nis,\nit' s\ngoing\nt o\nbe\nv er y\nwell\npair ed\nbecause\nof\nthe\nchoices\nwe 'v e\nmade\no v er\nthe\npast,\nfr ankly ,\nnumer ous\ny ears,\nt o\nget\nt o\na\npoint\nwher e\nthat\ninfr astructur e\nis\nconsistent.\nSaty", "start_char_idx": 0, "end_char_idx": 1047, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "eeb8f4b4-6124-42f6-90f6-8b0dcb5821d9": {"__data__": {"id_": "eeb8f4b4-6124-42f6-90f6-8b0dcb5821d9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8146a020-067d-4783-ab38-8e83909a2738", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "21ad6786068d761580646cc061f8ba296120390b91f8e097cd9ea433541e76a4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "54dfd12f-1256-4fa9-bda0-7513f7ee2df6", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "a61d24b6eaacb7f8cde03b30daf72118bdca38197de7524effe3ea773aee8297", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "db364d78-fd30-437e-a441-48771f9e8f3e", "node_type": "1", "metadata": {}, "hash": "56859cd5d30ed18cd42d948259dada6fda22f805ba83d8d3e1a77c99a16b5263", "class_name": "RelatedNodeInfo"}}, "hash": "093c5074f77abc03828fcb92156a51fd9e84c30ed0cd0b82013a8a497fe01c4a", "text": "e\nthat\ninfr astructur e\nis\nconsistent.\nSaty a\nNadella\nAnd\nI'll\njust\nadd\nthat\nit'll\nbe\nv er y\nwell\npair ed\nat\nthe\ncompany\nle v el.\nI\nr ealiz e\nall\nof\ny ou\ncar e\na\nlot\nabout\neach\none\nof\nour\nsegments\nand\neach\none\nof\nour\nKPIs,\nand\nI\ndo\nt oo,\nbut\nat\nthe\nend\nof\nthe\nda y ,\nour\nstack\nand\nthe\nwa y\nit\nworks,\nthe\nwa y\nwe\ndo\nour\ncapital\nallocation,\nthe\nwa y\nwe\nthink\nabout\ne v en\nthe\noptimization\nof\nthe\ndemand\nt o\nutilization\nis\nacr oss\nthe\nentir ety\nof\nall\nof\nour\nsegments\nand\nall\nof\nour\npr oducts.\nGr egg\nMoskowitz\nV er y\nhelpful.\nThanks.\nBr ett\nIv ersen\nThanks,\nGr egg.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y ' s\nearnings\ncall.\nThank\ny ou\nfor\njoin\nus\nt oda y\nand\nwe\nlook-for war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nA my\nHood\nThank\ny ou.\nSaty a\nNadella\nThank\ny ou.\nOper at or", "start_char_idx": 1004, "end_char_idx": 1778, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "db364d78-fd30-437e-a441-48771f9e8f3e": {"__data__": {"id_": "db364d78-fd30-437e-a441-48771f9e8f3e", "embedding": null, "metadata": {"title": "Microsoft 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"56859cd5d30ed18cd42d948259dada6fda22f805ba83d8d3e1a77c99a16b5263", "text": "This\nconcludes\nt oda y ' s\nconf er ence.\nY ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.\nThank\ny ou\nfor\ny our\npar ticipation.", "start_char_idx": 0, "end_char_idx": 124, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c3e045ec-f430-40ea-aff3-93d5e8ce0034": {"__data__": {"id_": "c3e045ec-f430-40ea-aff3-93d5e8ce0034", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ccd24675-fead-492b-92bc-0688c0c977ff", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "263356923f67d70f66f87ac3e1fb5bcb5887658a7a8f1166810228954ace684d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3ca040d1-1eda-4f6a-9758-c87c55e9e32b", "node_type": "1", "metadata": {}, "hash": "2b9ca7539f55ac3e9bfe85599ef2e7207d899920ae4d82b919092204acd314aa", "class_name": "RelatedNodeInfo"}}, "hash": "544f96edbce9986b6f3743d23c58796de91d7c26e8300ac29c77bf02874c0110", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ4\n2023\nEarnings\nConf er ence\nCall\nJuly\n25,\n2023\n5:30\nPM\nE T\nCompany\nP ar ticipants\nBr ett\nIv ersen\n-\nVP ,\nIR\nSaty a\nNadella\n-\nChairman\n&\nCEO\nAmy\nHood\n-\nEVP\n&\nCFO\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n-\nMor gan\nStanle y\nBr ent\nThill\n-\nJeff eries\nMark\nMoer dler\n-\nSanfor d\nC.\nBernstein\n&\nCo.\nKasthuri\nRangan\n-\nGoldman\nSachs\nGr oup\nAleksandr\nZ ukin\n-\nW olf e\nResear ch\nMark\nMurphy\n-\nJPMor gan\nChase\n&\nCo.\nKarl\nK eirstead\n-\nUBS\nKirk\nMaterne\n-\nE v er cor e\nISI\nOper at or\nGr eetings,\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2023\nF our th\nQuar ter\nEarnings\nConf er ence\nCall.\n[Oper at or\nInstructions].\nI\nwould\nnow\nlik e\nt o\nturn\nthe\nconf er ence\no v er\nt o\ny our\nhost,\nBr ett\nIv ersen,\nVice\nPr esident\nof\nInv est or\nRelations.\nMr .\nIv ersen,\nplease\ngo\nahead.\nBr ett\nIv ersen\nGood\nafternoon,\nand\nthank\ny ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer;\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer;\nAlice\nJolla,\nChief\nAccounting\nO\ufb03cer;\nand\nK", "start_char_idx": 0, "end_char_idx": 1038, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3ca040d1-1eda-4f6a-9758-c87c55e9e32b": {"__data__": {"id_": "3ca040d1-1eda-4f6a-9758-c87c55e9e32b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ccd24675-fead-492b-92bc-0688c0c977ff", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "263356923f67d70f66f87ac3e1fb5bcb5887658a7a8f1166810228954ace684d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c3e045ec-f430-40ea-aff3-93d5e8ce0034", "node_type": "1", "metadata": {"page_label": "1", "file_name": 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"path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5b65e858-991c-4c5e-b78b-a616d651ef8d", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "19d439af8fe622b6cc4662094b2378a1a696c9ac265e7cdf137702b9657b6a1d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3ca040d1-1eda-4f6a-9758-c87c55e9e32b", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "2b9ca7539f55ac3e9bfe85599ef2e7207d899920ae4d82b919092204acd314aa", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b82ba105-b44d-4c0c-822d-5be800923342", "node_type": "1", "metadata": {}, "hash": "cde694bded4a26694e03faf0c97dc8b43789d3d605d4cac4c531c5c2465ca5fb", "class_name": "RelatedNodeInfo"}}, "hash": "62537feeedc0fbf1846258fe701d44ca402646714c72212adfee667aa1efec2c", "text": "On\nthe\nMicr osoft\nInv est or\nRelations\nwebsite,\ny ou\ncan\n\ufb01nd\nour\nearnings\npr ess\nr elease\nand\n\ufb01nancial\nsummar y\nslide\ndeck,\nwhich\nis\nintended\nt o\nsupplement\nour\npr epar ed\nr emarks\nduring\nt oda y ' s\ncall\nand\npr o vides\nthe\nr econciliation\nof\ndiff er ences\nbetween\nGAAP\nand\nnon-GAAP\n\ufb01nancial\nmeasur es.\nMor e\ndetailed\noutlook\nslides\nwill\nbe\na v ailable\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite\nwhen\nwe\npr o vide\noutlook\ncommentar y\non\nt oda y ' s\ncall.\nOn\nthis\ncall,\nwe\nwill\ndiscuss\ncer tain\nnon-GAAP\nitems.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nconsider ed\nas\na\nsubstitute\nfor\nor\nsuperior\nt o\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\ncompany ' s\nfour th\nquar ter\nper formance\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear ,\nunless\nother wise\nnoted.\nW e 'll\nalso\npr o vide\ngr owth\nr ates\nin\nconstant\ncurr", "start_char_idx": 0, "end_char_idx": 1110, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b82ba105-b44d-4c0c-822d-5be800923342": {"__data__": {"id_": "b82ba105-b44d-4c0c-822d-5be800923342", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": 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"1f198de55db6c76a3553bc5009a762f268a5e394f957a9c2e99e337891594663", "class_name": "RelatedNodeInfo"}}, "hash": "cde694bded4a26694e03faf0c97dc8b43789d3d605d4cac4c531c5c2465ca5fb", "text": "o vide\ngr owth\nr ates\nin\nconstant\ncurr ency\nwhen\na v ailable\nas\na\nfr amework\nfor\nassessing\nhow\nour\nunderlying\nbusinesses\nper formed,\nex cluding\nthe\neff ect\nof\nfor eign\ncurr ency\nr ate\n\ufb02uctuations.\nWher e\ngr owth\nr ates\nar e\nthe\nsame\nin\nconstant\ncurr ency ,\nwe\nwill\nr ef er\nt o\nthe\ngr owth\nr ate\nonly .\nW e\nwill\npost\nour\npr epar ed\nr emarks\nt o\nour\nwebsite\nimmediately\nfollowing\nthe\ncall\nuntil\nthe\ncomplete\ntr anscript\nis\na v ailable.\nT oda y ' s\ncall\nis\nbeing\nwebcast\nliv e\nand\nr ecor ded.\nIf\ny ou\nask\na\nquestion,\nit\nwill\nbe\nincluded\nin\nour\nliv e\ntr ansmission,\nin\nthe\ntr anscript,\nand\nin\nany\nfutur e\nuse\nof\nthe\nr ecor ding.\nY ou\ncan\nr epla y\nthe\ncall\nand\nview\nthe\ntr anscript\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite.\nDuring\nthis\ncall,\nwe 'll\nbe\nmaking\nfor war d-looking\nstatements,\nwhich\nar e\npr edictions,\npr ojections\nor\nother\nstatements\nabout\nfutur e\ne v ents.\nThese\nstatements\nar e\nbased\non\ncurr ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt o\nrisks\nand\nuncer tainties.\nActual\nr esults\ncould\nmaterially\ndiff er\nbecause\nof\nfact ors\ndiscussed\nin\nt oda y ' s\nearnings\npr ess\nr elease,\nin\nthe\ncomments\nmade\nduring\nthis\nconf er", "start_char_idx": 1072, "end_char_idx": 2213, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d02fd41a-87f5-4094-890d-6287b2ddf2db": {"__data__": {"id_": "d02fd41a-87f5-4094-890d-6287b2ddf2db", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": 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o\ntheir\nspend;\nsecond,\ninv esting\nt o\nlead\nin\nthe\nnew\nAI\nplatform\nshift\nb y\ninfusing\nAI\nacr oss\ne v er y\nla y er\nof\nthe\ntech\nstack;\nand\nthir d,\ndriving\noper ating\nle v er age.\nNow\nI'll\nhighlight\nexamples\nof\nour\npr ogr ess,\nstar ting\nwith\ninfr astructur e.\nA zur e\ncontinues\nt o\ntak e\nshar e\nas\ncust omers\nmigr ate\ntheir\nexisting\nworkloads\nand\ninv est\nin\nnew\nones.\nW e\ncontinue\nt o\nsee\nmor e\ncloud\nmigr ations,\nas\nit\nr emains\nearly\nwhen\nit\ncomes\nt o\nlong-term\ncloud\noppor tunity .\nW e\nar e\nalso\nseeing\nincr easing\nmomentum\nwith\nA zur e\nAr c,\nwhich\nnow\nhas\n18,000\ncust omers,\nup\n150%\ny ear-o v er-y ear ,\nincluding\nCarniv al\nCorp.,\nDomino ' s,\nThermo\nFisher .\nAnd\nA", "start_char_idx": 0, "end_char_idx": 1097, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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Call Transcript.pdf"}, "hash": "0438b566f286e2b353a318ac1ce918391288706b31dd0f59d6bf6a3c5077bdb6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "47714d16-c5b3-4227-b599-78554e8d0af5", "node_type": "1", "metadata": {}, "hash": "5cc159b0eecea2a8966c2861c98069d7edea1aad04ce671e5f65f339879622fc", "class_name": "RelatedNodeInfo"}}, "hash": "6994b46ff41476f4171aa0cd1e65a55dcb15f4cc62ca0e1d4904f137fa6b4a42", "text": "al\nCorp.,\nDomino ' s,\nThermo\nFisher .\nAnd\nA zur e\nAI\nis\nushering\nin\nnew\nborn-in-the-cloud\nAI-\ufb01rst\nworkloads,\nwith\nthe\nbest\nselection\nof\nfr ontier\nand\nopen\nmodels,\nincluding\nMeta ' s\nr ecent\nannouncements\nsuppor ting\nLlama\non\nA zur e\nand\nWindows,\nas\nwell\nas\nOpenAI.\nW e\nha v e\ngr eat\nmomentum\nacr oss\nA zur e\nOpenAI\nSer vice.\nMor e\nthan\n11,000\nor ganizations\nacr oss\nindustries,\nincluding\nIKEA,\nV olv o\nGr oup,\nZ urich\nInsur ance,\nas\nwell\nas\ndigital\nnativ es\nlik e\nFlipkar t,\nHumane,\nKahoot,\nMir o,\nT ypeface,\nuse\nthe\nser vice.\nThat' s\nnearly\n100\nnew\ncust omers\nadded\ne v er y\nda y\nthis\nquar ter .\nMer cedes-Benz,\nfor\nexample,\nis\nbringing\nChatGPT\nvia\nA zur e\nOpenAI\nt o\nmor e\nthan\n900,000\nv ehicles\nin\nthe\nUnited\nStates,\nmaking\nits\nin-car\nv oice\nassistant\nmor e\nintuitiv e.\nAnd\nMoody ' s\nbuilt\nits\nown\ninternal\ncopilot\nt o\nimpr o v e\npr oductivity\nof\nits\n14,000\nemplo y ees.\nW e 'r e\nalso\npar tnering\nbr oadly\nt o\nscale\nthis\nnext\ngener ation\nof\nAI\nt o\nmor e\ncust omers.\nSnow\ufb02ak e,\nfor\nexample,\nwill\nincr ease\nits\nA zur e\nspend\nas\nit\nbuilds\nnew\nintegr ations\nwith\nA zur", "start_char_idx": 1054, "end_char_idx": 2121, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "47714d16-c5b3-4227-b599-78554e8d0af5": {"__data__": {"id_": "47714d16-c5b3-4227-b599-78554e8d0af5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0d14670a-6d9b-4cc1-8812-467d017cc7c6", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "36678aaa23a2f339867e29c8002d039bfd5874228e64b2c842756c31fcc2c02e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e796c426-663f-4bb2-896d-bf5601a92165", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "6994b46ff41476f4171aa0cd1e65a55dcb15f4cc62ca0e1d4904f137fa6b4a42", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "31c5c120-16b4-4eee-8ce1-d392d81648ee", "node_type": "1", "metadata": {}, "hash": "d48de0f519f9bb27ea19f71d986d0cafbe78deec6846e02156848611d9501c6d", "class_name": "RelatedNodeInfo"}}, "hash": "5cc159b0eecea2a8966c2861c98069d7edea1aad04ce671e5f65f339879622fc", "text": "ations\nwith\nA zur e\nOpenAI.\nAnd\nKPMG\nhas\nannounced\na\nmultibillion-dollar\ncommitment\nt o\nour\ncloud\nand\nAI\nser vices\nt o\ntr ansform\npr of essional\nser vices.\nNow\non\nt o\ndata.\nE v er y\nAI\napp\nstar ts\nwith\ndata,\nand\nha ving\na\ncompr ehensiv e\ndata\nand\nanalytics\nplatform\nis\nmor e\nimpor tant\nthan\ne v er .\nOur\nintelligent\ndata\nplatform\nbrings\nt ogether\noper ational\ndatabases,\nanalytics\nand\ngo v ernance\nso\nor ganizations\ncan\nspend\nmor e\ntime\ncr eating\nv alue\nand\nless\ntime\nintegr ating\ntheir\ndata\nestate.\nW e\nintr oduced\nMicr osoft\nF abric\nthis\nquar ter ,\nwhich\nuni\ufb01es\ncompute\nst or age\nand\ngo v ernance\nwith\na\ndisruptiv e\nbusiness\nmodel.\nOne\nmonth\nin,\nwe\nar e\nencour aged\nb y\nearly\ninter est\nin\nusage.\nOv er\n8,000\ncust omers\nha v e\nsigned\nup\nt o\ntrial\nthe\nser vice\nand\nar e\nactiv ely\nusing\nit,\nand\no v er\n50%\nar e\nusing\n4\nor\nmor e\nworkloads.\nAll-up,\nwe\nonce\nagain\nt ook\nshar e\nwith\nour", "start_char_idx": 2104, "end_char_idx": 2985, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "31c5c120-16b4-4eee-8ce1-d392d81648ee": {"__data__": {"id_": "31c5c120-16b4-4eee-8ce1-d392d81648ee", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cc1b3d1d-bf4b-44e2-b38d-198dd25e02f5", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "372716e9636709f16b0d47f286a91becb5018b0d0faba2c418c8aac9908c8262", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "47714d16-c5b3-4227-b599-78554e8d0af5", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "5cc159b0eecea2a8966c2861c98069d7edea1aad04ce671e5f65f339879622fc", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9df42dcc-c13c-408b-9bee-c43552cc2edd", "node_type": "1", "metadata": {}, "hash": "59b73d2a89099cdf9ce51007d9cbd7ca18249e6ba861da70c97e9aba9b29c92d", "class_name": "RelatedNodeInfo"}}, "hash": "d48de0f519f9bb27ea19f71d986d0cafbe78deec6846e02156848611d9501c6d", "text": "analytics\nsolutions\nwith\ncust omers\nlik e\nBridgest one,\nChe vr on\nand\nE quinor\nturning\nt o\nour\nstack.\nNow\non\nt o\nde v elopers.\nNew\nA zur e\nAI\nStudio\nis\nbecoming\nthe\nt ool\nof\nchoice\nfor\nAI\nde v elopment\nin\nthis\nnew\ner a,\nhelping\nor ganizations\ngr ound,\n\ufb01ne-tune,\ne v aluate\nand\ndeplo y\nmodels,\nand\ndo\nso\nr esponsibly .\nVS\nCode\nand\nGitHub\nCopilot\nar e\ncategor y-leading\npr oducts\nwhen\nit\ncomes\nt o\nhow\nde v elopers\ncode\ne v er y\nda y .\nNearly\n90%\nof\nGitHub\nCopilot\nsign-ups\nar e\nself-ser vice,\nindicating\nstr ong\nor ganic\ninter est\nand\npull-thr ough.\nMor e\nthan\n27,000\nor ganizations,\nup\n2x\nquar ter-o v er-quar ter ,\nha v e\nchosen\nGitHub\nCopilot\nfor\nBusiness\nt o\nincr ease\nthe\npr oductivity\nof\ntheir\nde v elopers,\nincluding\nAirbnb,\nDell\nand\nScandina vian\nAirlines.\nW e 'r e\nalso\napplying\nAI\nacr oss\nlow-code,\nno-code\nt ool\nchain\nt o\nhelp\ndomain\nexper ts\naut omate\nwork\ufb02ows,\ncr eate\napps\nand\nweb\npages,\nbuild\nvir tual\nagents,\nor\nanalyz e\ndata\nusing\njust\nnatur al\nlanguage.\nCopilot\nin\nP ower\nBI\ncombines\nthe\npower\nof\nlar ge\nlanguage\nmodels\nwith\nan\nor ganization ' s\ndata\nt o\ngener ate\ninsights\nfaster ,\nand\nCopilot\nin\nP ower\nP ages\nmak", "start_char_idx": 0, "end_char_idx": 1132, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9df42dcc-c13c-408b-9bee-c43552cc2edd": {"__data__": {"id_": "9df42dcc-c13c-408b-9bee-c43552cc2edd", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cc1b3d1d-bf4b-44e2-b38d-198dd25e02f5", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "372716e9636709f16b0d47f286a91becb5018b0d0faba2c418c8aac9908c8262", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "31c5c120-16b4-4eee-8ce1-d392d81648ee", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "d48de0f519f9bb27ea19f71d986d0cafbe78deec6846e02156848611d9501c6d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "524554b0-7b8b-496d-b004-59bb192b2a53", "node_type": "1", "metadata": {}, "hash": "a20761397dd5c9ca34630d1f327b9d874a35a026c608e90cbc26594a3a8649d1", "class_name": "RelatedNodeInfo"}}, "hash": "59b73d2a89099cdf9ce51007d9cbd7ca18249e6ba861da70c97e9aba9b29c92d", "text": ",\nand\nCopilot\nin\nP ower\nP ages\nmak es\nit\neasier\nt o\ncr eate\nsecur e\nlow-code\nbusiness\nwebsites.\nOne\nof\nour\nt ools\nthat' s\nr eally\ntak en\noff\nis\nCopilot\nin\nP ower\nVir tual\nAgents,\nwhich\nis\ndeliv ering\none\nof\nthe\nbiggest\nbene\ufb01ts\nof\nthis\nnew\nar ea\nof\nAI,\nhelping\ncust omer\nser vice\nagents\nbe\nsigni\ufb01cantly\nmor e\npr oductiv e.\nHP\nand\nVir gin\nMone y ,\nfor\nexample,\nha v e\nboth\nbuilt\ncust om\nchatbots\nwith\nCopilot\nand\nP ower\nVir tual\nAgents\nthat\nwer e\ntr ained\nt o\nanswer\ncomplex\ncust omer\ninquiries.\nAll-up,\nmor e\nthan\n63,000\nor ganizations\nha v e\nused\nAI-power ed\ncapabilities\nin\nP ower\nPlatform,\nup\n75%\nquar ter-o v er-quar ter .\nFinally ,\nP ower\nA ut omate\nnow\nhas\n10\nmillion\nmonthly\nactiv e\nusers\nat\ncompanies\nlik e\nJaguar\nLand\nRo v er ,\nRepsol,\nRolls-Ro y ce,\nup\n55%\ny ear-o v er-y ear .\nAnd\nwe 'r e\ngoing\nfur ther\nwith\nnew\npr ocess\nmining\ncapabilities\nin\nP ower\nA ut omate,\nwhich\nar e\nhelping\nor ganizations\noptimiz e\nbusiness\npr ocesses\nand,\nin\nturn,\nbuild\ntheir\nAI\nadv antage.\nNow\non\nt o\nbusiness\napplications.\nW e\nar e\ntaking\nshar e\nin\ne v er y\ncategor y\nas\nwe\nhelp\nor ganizations\nacr oss\nthe\npriv ate\nand\npublic\nsect or\nfr om\nA", "start_char_idx": 1098, "end_char_idx": 2229, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "524554b0-7b8b-496d-b004-59bb192b2a53": {"__data__": {"id_": "524554b0-7b8b-496d-b004-59bb192b2a53", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cc1b3d1d-bf4b-44e2-b38d-198dd25e02f5", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "372716e9636709f16b0d47f286a91becb5018b0d0faba2c418c8aac9908c8262", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9df42dcc-c13c-408b-9bee-c43552cc2edd", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "59b73d2a89099cdf9ce51007d9cbd7ca18249e6ba861da70c97e9aba9b29c92d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2aea3fb6-5550-4ec8-823a-fabd789f2d7f", "node_type": "1", "metadata": {}, "hash": "10a1e75433ea49eca398ca21f712d5877aad34e3aa4430da348567c724076ccf", "class_name": "RelatedNodeInfo"}}, "hash": "a20761397dd5c9ca34630d1f327b9d874a35a026c608e90cbc26594a3a8649d1", "text": "oss\nthe\npriv ate\nand\npublic\nsect or\nfr om\nA vis\nt o\nAlber tsons\nt o\nBr e ville\nt o\nE quino x\nand\nthe\nU.S.\nDepar tment\nof\nV eter ans\nAffairs\ntr ansform\ntheir\nmission-critical\nbusiness\npr ocesses.\nAll-up,\nDynamics\nsurpassed\n$5\nbillion\nin\nr e v enue\no v er\nthe\npast\n\ufb01scal\ny ear\nwith\nour\ncust omer\nexperience,\nser vice\nand\n\ufb01nance\nand\nsupply\nchain\nbusinesses\nall\nsurpassing\n$1\nbillion\nin\nannual\nsales.\nThis\nquar ter ,\nwe\nbr ought\nDynamics\n365\nCopilots\nt o\nour\nERP\npor tfolio,\nincluding\n\ufb01nance,\npr oject\noper ations\nand\nsupply\nmanagement.\nAnd\nwith\nour\nnew\nMicr osoft\nSales\nCopilot,\nsellers\ncan\ngr ound\ntheir\ncust omer\ninter actions\nwith\ndata\nfr om\nCRM\nsystems,\nincluding\nboth\nSalesfor ce\nand\nDynamics\nt o\npersonaliz e\ncust omer\ninter actions\nand\nclose\nmor e\ndeals.", "start_char_idx": 2186, "end_char_idx": 2944, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2aea3fb6-5550-4ec8-823a-fabd789f2d7f": {"__data__": {"id_": "2aea3fb6-5550-4ec8-823a-fabd789f2d7f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cb044e54-ced2-418f-bfd2-5941619fdf3e", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "6775d3549f59884c093f18aab2b0564c7dc52aaf0f327672f0680810c155bf36", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "524554b0-7b8b-496d-b004-59bb192b2a53", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "a20761397dd5c9ca34630d1f327b9d874a35a026c608e90cbc26594a3a8649d1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "50511cbe-6eec-4052-b24c-0e254ee39fdc", "node_type": "1", "metadata": {}, "hash": "724e78931ed7d240812b908f21d8c06f442f3318e4cf64fa0b3ebdaba548d6e2", "class_name": "RelatedNodeInfo"}}, "hash": "10a1e75433ea49eca398ca21f712d5877aad34e3aa4430da348567c724076ccf", "text": "Now\non\nt o\nour\nindustr y\nand\ncr oss-industr y\nclouds.\nOur\nMicr osoft\nCloud\nfor\nSustainability\nis\nhelping\ncust omers\nlik e\nCostco,\nLand\nO'Lak es\nand\nREI\ntak e\naction\nt o\nmeet\ntheir\nenvir onmental\ngoals.\nAnd\nin\nhealth\ncar e,\nhundr eds\nof\nor ganizations\nar e\nusing\nour\nNuance\nD AX\nambient\nintelligence\nsolution\nt o\naut omatically\ndocument\npatient\nencounters\nat\nthe\npoint\nof\ncar e.\nThis\nquar ter ,\nwe\nexpanded\nour\ncollabor ation\nwith\nEpic\nt o\nintegr ate\nNuance\nD AX\nExpr ess\ndir ectly\nint o\ntheir\nindustr y-leading\nEHR\nsystem.\nNow\non\nt o\nfutur e\nof\nwork.\nAcr oss\nindustries,\ncust omers\nlik e\nAhold\nDelhaiz e,\nDeutsche\nBank,\nNo v ar tis,\nSiemens,\nW ells\nF ar go\nar e\nchoosing\nMicr osoft\n365\npr emium\noff erings\nfor\ndiff er entiated\nsecurity ,\ncompliance,\nv oice\nand\nanalytics\nv alue.\nAnd\n4\nmonths\nago,\nwe\nintr oduced\na\nnew\npillar\nof\ncust omer\nv alue\nwith\nMicr osoft\n365\nCopilot.\nW e\nar e\nnow\nr olling\nout\nMicr osoft\n365\nCopilot\nt o\n600\npaid\ncust omers\nthr ough\nour\nearly\naccess\npr ogr am,\nand\nf eedback\nfr om\nor ganizations\nlik e\nEmir ates\nNBD ,\nGener al\nMot ors,\nGoody ear\nand\nL umen\nis\nthat\nit' s\na\ngame\nchanger\nfor\nemplo y ee\npr oductivity .\nW", "start_char_idx": 0, "end_char_idx": 1141, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "50511cbe-6eec-4052-b24c-0e254ee39fdc": {"__data__": {"id_": "50511cbe-6eec-4052-b24c-0e254ee39fdc", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cb044e54-ced2-418f-bfd2-5941619fdf3e", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "6775d3549f59884c093f18aab2b0564c7dc52aaf0f327672f0680810c155bf36", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2aea3fb6-5550-4ec8-823a-fabd789f2d7f", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "10a1e75433ea49eca398ca21f712d5877aad34e3aa4430da348567c724076ccf", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "894a2daf-f446-4d8a-b6e2-b34acd66036b", "node_type": "1", "metadata": {}, "hash": "a3d00321ced6b9343a33e0b9be1d6e3d26422cb8668a00c8807840c9f9312b1a", "class_name": "RelatedNodeInfo"}}, "hash": "724e78931ed7d240812b908f21d8c06f442f3318e4cf64fa0b3ebdaba548d6e2", "text": "s\na\ngame\nchanger\nfor\nemplo y ee\npr oductivity .\nW e\ncontinue\nt o\nbuild\nmomentum\nin\nMicr osoft\nT eams\nacr oss\ncollabor ation,\nchat,\nmeetings\nand\ncalling.\nW e\nnow\nha v e\nmor e\nthan\n1,900\napps\nin\nT eams\napp\nst or e.\nAnd\ncompanies\nin\ne v er y\nindustr y ,\nfr om\nBritish\nAir wa ys,\nt o\nDentsu,\nt o\nEli\nLilly\nand\nManulif e,\nha v e\nbuilt\no v er\n145,000\ncust om\nline\nof\nbusiness\napps,\nbringing\nbusiness\npr ocess\ndir ectly\nint o\nthe\n\ufb02ow\nof\nwork.\nFiv e\nmonths\nin,\nT eams\nPr emium\nhas\nalr eady\nsurpassed\n600,000\nseats\nas\ncompanies\nlik e\nBN Y\nMellon,\nCliffor d\nChance,\nP epsiCo\nand\nStarbucks\nchose\nthe\nadd-on\nfor\nadv anced\nf eatur es\nlik e\nend-t o-end\nencr yption\nand\nr eal-time\ntr anslation.\nT eams\nPhone\nis\nthe\nmark et\nleader\nin\ncloud\ncalling\nwith\nmor e\nthan\n17\nmillion\nPSTN\nusers,\nup\n45%\ny ear-o v er-y ear .\nT eams\nRoom\nis\nused\nb y\nmor e\nthan\n70%\nof\nthe\nF or tune\n500,\nincluding\nL 'Or eal,\nUnited\nAirlines\nand\nU.S.\nBank,\nand\nr e v enue\nmor e\nthan\ndoubled\ny ear-o v er-y ear\nthis\nquar ter .\nAnd\nwith\nMicr osoft\nViv a,\nwe\nar e\ncr eating\na\nnew\nmark et\ncategor y\nfor\nemplo y ee\nexperience.\nViv", "start_char_idx": 1092, "end_char_idx": 2172, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "894a2daf-f446-4d8a-b6e2-b34acd66036b": {"__data__": {"id_": "894a2daf-f446-4d8a-b6e2-b34acd66036b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call 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"node_type": "1", "metadata": {}, "hash": "4a1975708bc18b38a18b77dab5484b8a86548518a68ebbac7d86bb40270b73b8", "class_name": "RelatedNodeInfo"}}, "hash": "a3d00321ced6b9343a33e0b9be1d6e3d26422cb8668a00c8807840c9f9312b1a", "text": "et\ncategor y\nfor\nemplo y ee\nexperience.\nViv a\nnow\nhas\n35\nmillion\nmonthly\nactiv e\nusers\nas\ncompanies\nlik e\nCBRE,\nF ujitsu\nand\nUnisys\nturn\nt o\nthe\nplatform\nt o\nbuild\ndata-driv en,\nhigh-per formance\nor ganizations.\nNow\non\nt o\nWindows.\nThe\nnumber\nof\nde vices\nrunning\nWindows\n11\nhas\nmor e\nthan\ndoubled\nin\nthe\nlast\ny ear ,\nand\nwe\nar e\nseeing\ncontinued\ngr owth\nin\nWindows\n11\ncommer cial\ndeplo yments\nworldwide\nb y\ncompanies\nlik e\nA T&T ,\nKr ones\nand\nW estpac.\nW e\nar e\nalso\ntr ansforming\nhow\nWindows\nis\nexperienced\nand\nmanaged\nfor\nenterprise\ncust omers\nwith\nA zur e\nVir tual\nDeskt op\nand\nWindows\n365,\nwhich\nt ogether\nsurpassed\n$1\nbillion\nin\nr e v enue\nfor\nthe\n\ufb01rst\ntime\no v er\nthe\npast\n12\nmonths.\nEnbridge,\nE ur owings,\nMarriott\nInternational\nand\nTD\nBank\nGr oup,\nfor\nexample,\nall\nchose\ncloud-deliv er ed\nWindows\nthis\nquar ter .", "start_char_idx": 2129, "end_char_idx": 2949, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "368d2ba0-00f1-44aa-a454-021e0a6070da": {"__data__": {"id_": "368d2ba0-00f1-44aa-a454-021e0a6070da", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5d6ab93e-4dbc-4c7a-a569-ed3e3a329af5", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1e496ae34ed0485e36aea53ee120b006cb410408fccdf0439fad036efb3fcef3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "894a2daf-f446-4d8a-b6e2-b34acd66036b", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "a3d00321ced6b9343a33e0b9be1d6e3d26422cb8668a00c8807840c9f9312b1a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1772f89c-066f-4e7a-9be8-9f10d2a50f63", "node_type": "1", "metadata": {}, "hash": "440685933bb64462605cb64e023d431221e50c5786fdf554c9cd1fcddb2069b4", "class_name": "RelatedNodeInfo"}}, "hash": "4a1975708bc18b38a18b77dab5484b8a86548518a68ebbac7d86bb40270b73b8", "text": "Windows\n11\nis\nalso\nr apidly\nbecoming\na\npower ful\nnew\ncanv as\nin\nthis\nnew\ner a\nof\nAI.\nW e\nintr oduced\nWindows\nCopilot\nthis\nquar ter ,\nhelping\ne v er y\nWindows\n11\nuser\nbecome\na\npower\nuser\nwith\njust\nnatur al\nlanguage\nand\nar e\nex cited\nt o\nput\nit\nin\nthe\nhands\nof\nmor e\npeople\nin\nthe\ncoming\nmonths.\nNow\non\nt o\nsecurity .\nMor e\nthan\n1\nmillion\nor ganizations\nnow\ncount\non\nour\ncompr ehensiv e\nAI-power ed\nsolutions\nt o\npr otect\ntheir\ndigital\nestate\nacr oss\ncloud\nand\nendpoint\nplatforms,\nup\n26%\ny ear-o v er-y ear .\nMor e\nthan\n60%\nincluding\nleading\nenterprises\nlik e\nABN\nAMRO ,\nDow\nand\nHeinek en\nuse\n4\nor\nmor e\nof\nour\nsecurity\npr oducts,\nup\n33%\ny ear-o v er-y ear ,\nunderscoring\nour\nend-t o-end\ndiff er entiation.\nAnd\nwe\nonce\nagain\nt ook\nshar e\nacr oss\nall\nmajor\ncategories\nwe\nser v e\nas\nwe\ninno v ate\nt o\npr otect\ncust omers.\nIn\nidentity ,\nMicr osoft\nEntr a\nID\nhas\nmor e\nthan\n610\nmillion\nmonthly\nactiv e\nusers,\nand\nwe\nar e\nadding\nSSE\nt o\nour\nEntr a\npr oduct\nfamily\nt o\ncomplement\nour\nleading\nidentity\nsolution\nand\nsecur e\naccess\nt o\nany\napp\nor\nr esour ce\nfr om\nanywher e.\nFinally ,\nour\nSecurity\nCopilot,\nthe\n\ufb01rst\npr oduct\nt o\napply\nthis\nnext\ngener", "start_char_idx": 0, "end_char_idx": 1139, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1772f89c-066f-4e7a-9be8-9f10d2a50f63": {"__data__": {"id_": "1772f89c-066f-4e7a-9be8-9f10d2a50f63", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5d6ab93e-4dbc-4c7a-a569-ed3e3a329af5", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1e496ae34ed0485e36aea53ee120b006cb410408fccdf0439fad036efb3fcef3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "368d2ba0-00f1-44aa-a454-021e0a6070da", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "4a1975708bc18b38a18b77dab5484b8a86548518a68ebbac7d86bb40270b73b8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "04f8fef4-1d2e-49a5-ad25-4bb01cdd8b02", "node_type": "1", "metadata": {}, "hash": "9b3d8502a0f3fe20273707e6671d09fca0c752ba3618efb329a4a168ca7f11cf", "class_name": "RelatedNodeInfo"}}, "hash": "440685933bb64462605cb64e023d431221e50c5786fdf554c9cd1fcddb2069b4", "text": "oduct\nt o\napply\nthis\nnext\ngener ation\nof\nAI\nt o\nSecOps\nwill\nbe\na v ailable\nt o\ncust omers\nvia\npaid\nearly\naccess\npr ogr am\nthis\nfall.\nNow\non\nt o\nLink edIn.\nLink edIn ' s\nr e v enue\nsurpassed\n$15\nbillion\nfor\nthe\n\ufb01rst\ntime\nthis\n\ufb01scal\ny ear ,\nand\nmembership\ngr owth\nhas\nnow\nacceler ated\nfor\n8\nquar ters\nin\na\nr ow ,\na\ntestament\nt o\nhow\nmission-critical\nthe\nplatform\nhas\nbecome\nt o\nhelp\nmor e\nthan\n950\nmillion\nmembers\nconnect,\nlearn,\nsell\nand\nget\nhir ed.\nOur\nT alent\nSolutions\nbusiness\nsurpassed\n$7\nbillion\nin\nr e v enue\nfor\nthe\n\ufb01rst\ntime\no v er\nthe\npast\n12\nmonths,\nand\nour\nhiring\nbusiness\nt ook\nshar e\nfor\nthe\nfour th\nconsecutiv e\nquar ter .\nW e\ncontinue\nt o\nuse\nAI\nt o\nhelp\nour\nmembers\nand\ncust omers\nconnect\nt o\noppor tunities\nand\ntap\nint o\nexperiences\nof\nexper ts\non\nthe\nplatform.\nOur\nAI-power ed\ncollabor ativ e\nar ticles\nar e\nnow\nthe\nfastest-gr owing\ntr a\ufb03c\ndriv er\nin\nLink edIn.\nAnd\n\ufb01nally ,\nwe\nar e\nhelping\nLink edIn\nsta y\ntrusted\nand\nauthentic.\nMor e\nthan\n7\nmillion\nmembers\nha v e\nv eri\ufb01ed\nwho\nthe y\nar e\nor\nwher e\nthe y\nwork,\nmany\nusing\nnew\nintegr ations\nwith\nMicr osoft\nEntr", "start_char_idx": 1108, "end_char_idx": 2187, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "04f8fef4-1d2e-49a5-ad25-4bb01cdd8b02": {"__data__": {"id_": "04f8fef4-1d2e-49a5-ad25-4bb01cdd8b02", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5d6ab93e-4dbc-4c7a-a569-ed3e3a329af5", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1e496ae34ed0485e36aea53ee120b006cb410408fccdf0439fad036efb3fcef3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1772f89c-066f-4e7a-9be8-9f10d2a50f63", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "440685933bb64462605cb64e023d431221e50c5786fdf554c9cd1fcddb2069b4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b6fab17f-6c36-4a1a-80b5-95386e5c6424", "node_type": "1", "metadata": {}, "hash": "97b01039ad34a537e6d97b5a9d50036e3bd5dd5cce415591903e2d070fba2c18", "class_name": "RelatedNodeInfo"}}, "hash": "9b3d8502a0f3fe20273707e6671d09fca0c752ba3618efb329a4a168ca7f11cf", "text": "ations\nwith\nMicr osoft\nEntr a\nas\nwell\nas\nCLEAR\nand\nHyper v er ge.\nNow\non\nt o\nsear ch,\nadv er tising\nand\nnews.\nWhile\nit' s\nearly\nin\nour\njourne y ,\nwe\nar e\nr eshaping\ndaily\nsear ch\nand\nweb\nhabits\nwith\nour\nCopilot\nfor\nthe\nweb.\nThis\nquar ter ,\nwe\nintr oduced\nnew\nAI-power ed\nf eatur es,\nincluding\nmultimodal\ncapabilities\nwith\nvisual\nsear ch\nand\nBing\nChat.\nW e\nar e\nexpanding\nt o\nbusinesses\nwith\nBing\nChat\nEnterprise,\nwhich\noff ers\ncommer cial\ndata\npr otection,\npr o viding\nan\neasy\non-r amp\nfor\nany\nor ganization\nlooking\nt o\nget\nthe\nbene\ufb01t\nof\nthis\nnext\ngener ation\nof\nAI\nt oda y .\nBing\nis\nalso\nthe\ndefault\nsear ch\nexperience\nfor\nOpenAI' s\nChatGPT ,\nbringing\ntimelier\nanswers\nwith\nlinks\nt o\nour\nr eputable\nsour ces\nt o\nChatGPT\nusers.", "start_char_idx": 2160, "end_char_idx": 2887, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b6fab17f-6c36-4a1a-80b5-95386e5c6424": {"__data__": {"id_": "b6fab17f-6c36-4a1a-80b5-95386e5c6424", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3d2e2890-4a1f-4f14-a2b8-4c41473226c4", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "86b9cca4806f8f8c51a3a25143ee165bec0c8a588519792b56843d029e03f91b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "04f8fef4-1d2e-49a5-ad25-4bb01cdd8b02", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "9b3d8502a0f3fe20273707e6671d09fca0c752ba3618efb329a4a168ca7f11cf", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d23396d5-49b5-40ae-bac3-6e4f1b661a1b", "node_type": "1", "metadata": {}, "hash": "81878d26165005fe0a76d6fed8644481d05402a7e32260655b63a3a60206c1e1", "class_name": "RelatedNodeInfo"}}, "hash": "97b01039ad34a537e6d97b5a9d50036e3bd5dd5cce415591903e2d070fba2c18", "text": "T o\ndate,\nBing\nusers\nha v e\nengaged\nin\nmor e\nthan\n1\nbillion\nchats\nand\ncr eated\nmor e\nthan\n750\nmillion\nimages\nwith\nBing\nImage\nCr eat or ,\nand\nMicr osoft\nE dge\nt ook\nshar e\nfor\nthe\nninth\nconsecutiv e\nquar ter .\nMor e\nbr oadly ,\nwe\nar e\ngr owing\nour\nad\nnetwork,\nwhich\nis\nnow\na v ailable\nin\n187\nmark ets\nspanning\nsear ch,\ndispla y ,\nnativ e,\nr etail,\nmedia,\nvideo\nand\nconnected\nT V .\nNow\non\nt o\ngaming.\nLast\nweek,\nwe\nextended\nour\nActivision\nBlizzar d\nmer ger\nagr eement\ndeadline\nt o\nOct ober .\nW e\ncontinue\nt o\nwork\nthr ough\nthe\nr egulat or y\nappr o v al\npr ocess\nand\nr emain\ncon\ufb01dent\nabout\ngetting\nthe\ndeal\ndone.\nW e\nar e\ncommitted\nt o\nbringing\nmor e\ngames\nt o\nmor e\npla y ers\ne v er ywher e.\nGr eat\ncontent\nis\nk e y\nt o\nour\nappr oach,\nand\nour\npipeline\nhas\nne v er\nbeen\nstr onger .\nW e\nannounced\nour\nmost\nambitious\nlineup\nof\ngames\ne v er\nat\nour\nshowcase\nlast\nmonth,\nincluding\n21\ntitles\nthat\nwill\nbe\na v ailable\nvia\nXbo x\nGame\nP ass.\nAnd\nwe 'r e\nlooking\nfor war d\nt o\nthe\nr elease\nof\nStar\ufb01eld\nthis\nfall,\nBethesda ' s\n\ufb01rst\nnew\nuniv erse\nin\n25\ny ears.\nAll-up,\nwe\nset\nnew\nfour th\nquar", "start_char_idx": 0, "end_char_idx": 1077, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d23396d5-49b5-40ae-bac3-6e4f1b661a1b": {"__data__": {"id_": "d23396d5-49b5-40ae-bac3-6e4f1b661a1b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "81878d26165005fe0a76d6fed8644481d05402a7e32260655b63a3a60206c1e1", "text": "ears.\nAll-up,\nwe\nset\nnew\nfour th\nquar ter\nhighs\nfor\nmonthly\nactiv e\nusers,\ndriv en\nb y\nstr ength\noff-console,\nas\nwell\nas\nmonthly\nactiv e\nde vices.\nAnd\nwe\nsaw\nr ecor d\nfour th\nquar ter\nengagement\nacr oss\nGame\nP ass,\nwith\nhours\npla y ed\nup\n22%\ny ear-o v er-y ear .\nAnd\njust\nlast\nweek,\nwe\nannounced\nGame\nP ass\nCor e,\nbringing\nt ogether\nonline\npla y\nfr om\nXbo x\nLiv e\nand\ncontent\nfr om\nGame\nP ass\nint o\na\nsingle\noff ering.\nIn\nclosing,\nI' m\nener giz ed\nabout\nthe\noppor tunities\nahead.\nW e\ncontinue\nt o\ninno v ate\nacr oss\nthe\ntech\nstack\nt o\nhelp\nour\ncust omers\nthriv e\nin\nthe\nnew\ner a\nof\nAI.\nAnd\nwith\nthat,\nlet\nme\nturn\nit\no v er\nt o\nAmy .\nA my\nHood\nThank\ny ou,\nSaty a,\nand\ngood\nafternoon,\ne v er y one.\nThis\nquar ter ,\nr e v enue\nwas\n$56.2\nbillion,\nup\n8%\nand\n10%\nin\nconstant\ncurr ency .\nEarnings\nper\nshar e\nwas\n$2.69\nand\nincr eased\n21%\nand\n23%\nin\nconstant\ncurr ency .\nIn\nour\nlar gest\nquar ter\nof\nthe\ny ear ,\nr esults\nex ceeded\nexpectations\nwith\nfocused\nex ecution\nb y\nour\nsales\nand\npar tner\nteams.\nThese\nex ecution\neffor ts\nled\nt o\nshar e\ngains\nagain\nthis\nquar ter\nin\nA zur e,\nDynamics,\nSecurity\nand\nE", "start_char_idx": 1040, "end_char_idx": 2135, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b33b9177-4926-4f3c-b85f-faa7bab662c2": {"__data__": {"id_": "b33b9177-4926-4f3c-b85f-faa7bab662c2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call 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"ter\nin\nA zur e,\nDynamics,\nSecurity\nand\nE dge.\nIn\nour\ncommer cial\nbusiness,\nwe\ncontinued\nt o\nsee\nhealthy\nr enewal\nstr ength,\nwhich\nincludes\nour\nupsell\nand\nattach\nmotions,\npar ticularly\nwith\nMicr osoft\n365\nE5.\nGr owth\nof\nnew\nbusiness\ncontinued\nt o\nbe\nmoder ated\nfor\npr oducts\nsold\noutside\nthe\nMicr osoft\n365\nsuite,\nincluding\nstand-alone\nO\ufb03ce\n365,\nEMS\nand\nWindows\nCommer cial\npr oducts.\nAs\nexpected\nin\nA zur e,\nwe\nsaw\na\ncontinuation\nof\nthe\noptimization\nand\nnew\nworkload\ntr ends\nfr om\nthe\nprior\nquar ter .", "start_char_idx": 2095, "end_char_idx": 2596, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "49e3d09b-daab-421d-90ff-c6cabe181df6": {"__data__": {"id_": "49e3d09b-daab-421d-90ff-c6cabe181df6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "7486d584-fe83-41f9-b5c8-008442bfbdaa", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "d5b023b31988950a9de8970c76941f4d3b09f541d4348e6743449f8eaed762e0", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b33b9177-4926-4f3c-b85f-faa7bab662c2", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "c3208669725842c9e29a67e0fc64ba0453fb82c4ea6afdba122b126de6ff1af0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "04bae62f-be2e-4883-b37e-37aa35ad527f", "node_type": "1", "metadata": {}, "hash": "db3c23bb321a5a0f3c287d48637ec742507e5805c3aa5cbe3a98f3a64d8f6867", "class_name": "RelatedNodeInfo"}}, "hash": "11e179edd2781cda7aae7927fcfc0e200385c2699e1b0519c96397b3e54f0a0c", "text": "In\nour\nconsumer\nbusiness,\nthe\nPC\nmark et\no v er all\nwas\nin\nline\nwith\nexpectations,\nalthough\nthe\nearly\ntiming\nof\nback-t o-school\ninv ent or y\nbuilds\nbene\ufb01ted\nWindows\nOEM.\nAdv er tising\nspend\nwas\nslightly\nlower\nthan\nanticipated,\nwhich\nimpacted\nsear ch\nand\nnews\nadv er tising\nand\nLink edIn\nMark eting\nSolutions.\nCommer cial\nbookings\ndecr eased\n2%\nand\n1%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations\nagainst\nthe\nprior\ny ear\ncompar able\nthat\nwas\nour\nlar gest\ncommer cial\nbookings\nquar ter\ne v er .\nIn\naddition\nt o\nthe\nhealthy\nex ecution\nacr oss\nour\nr enewal\nsales\nmotions\nmentioned\nearlier ,\nwe\nsaw\na\nr ecor d\nnumber\nof\n$10\nmillion-plus\ncontr acts\nfor\nboth\nA zur e\nand\nMicr osoft\n365.\nAnd\nthe\na v er age\nannualiz ed\nv alue\nfor\nour\nlar ge,\nlong-term\nA zur e\ncontr acts\nwas\nthe\nhighest\nit' s\ne v er\nbeen,\ndriv en\nb y\ncust omer\ndemand\nfor\nour\ninno v ativ e\ncloud\nsolutions\nt oda y\nas\nwell\nas\ninter est\nin\nAI\noppor tunities\nahead.\nCommer cial\nr emaining\nper formance\nobligation\nincr eased\n19%\nand\n18%\nin\nconstant\ncurr ency\nt o\n$224\nbillion.\nRoughly\n45%\nwill\nbe\nr ecogniz ed\nin\nr e v enue\nin\nthe\nnext\n12\nmonths,\nup\n13%\ny ear-o v er-y ear .\nThe\nr emaining\npor tion,\nwhich\nwe\nr", "start_char_idx": 0, "end_char_idx": 1170, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "04bae62f-be2e-4883-b37e-37aa35ad527f": {"__data__": {"id_": "04bae62f-be2e-4883-b37e-37aa35ad527f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", 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"hash": "f0c267a66a5366f648744d99b1430ca80bfcd3050d8b0a579637f90552830734", "class_name": "RelatedNodeInfo"}}, "hash": "db3c23bb321a5a0f3c287d48637ec742507e5805c3aa5cbe3a98f3a64d8f6867", "text": "v er-y ear .\nThe\nr emaining\npor tion,\nwhich\nwe\nr ecogniz ed\nbe y ond\nthe\nnext\n12\nmonths,\nincr eased\n22%.\nAnd\nthis\nquar ter ,\nour\nannuity\nmix\nincr eased\nt o\n97%.\nFX\nimpact\non\nt otal\ncompany\nr e v enue,\nsegment\nle v el\nr e v enue\nand\noper ating\nexpense\ngr owth\nwas\nas\nexpected.\nFX\ndecr eased\nCOGS\ngr owth\nb y\n1\npoint,\n1\npoint\nfa v or able\nt o\nexpectations.\nMicr osoft\nCloud\nr e v enue\nwas\n$30.3\nbillion\nand\ngr ew\n21%\nand\n23%\nin\nconstant\ncurr ency ,\nslightly\nahead\nof\nexpectations.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n3\npoints\ny ear-o v er-y ear\nt o\n72%,\nalso\nslightly\nahead\nof\nexpectations.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\nfor\nuseful\nliv es,\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nincr eased\nslightly ,\ndriv en\nb y\nimpr o v ements\nin\nO\ufb03ce\n365,\npar tially\noffset\nb y\nlower\nA zur e\nmar gin\nand\nthe\nimpact\nof\nscaling\nour\nAI\ninfr astructur e\nt o\nmeet\ngr owing\ndemand.\nCompany\ngr oss\nmar gin\ndollars\nincr eased\n11%\nand\n13%\nin\nconstant\ncurr ency ,\nincluding\n2\npoints\ndue\nt o\nthe\nchange\nin\naccounting\nestimate.\nGr oss\nmar gin\nper centage\nincr eased\ny ear-o v er-y ear\nt o\n70%.\nEx", "start_char_idx": 1122, "end_char_idx": 2252, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9421aec2-68d3-48c0-bd0d-deed8f2096d2": {"__data__": {"id_": "9421aec2-68d3-48c0-bd0d-deed8f2096d2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": 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ear\nt o\n43%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,", "start_char_idx": 2216, "end_char_idx": 2985, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "facaaecc-1a17-494b-ab32-d32b83a14c15": {"__data__": {"id_": "facaaecc-1a17-494b-ab32-d32b83a14c15", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6d8179f0-af75-4905-951c-b274145bbfb4", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "2e109c96787e4f35ec197ac9cf2016c5c0686218289888ccc484939df53b9e58", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9421aec2-68d3-48c0-bd0d-deed8f2096d2", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "f0c267a66a5366f648744d99b1430ca80bfcd3050d8b0a579637f90552830734", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "63dbb108-c4f9-462e-99b7-b959198da5e3", "node_type": "1", "metadata": {}, "hash": "4f72bb9c25ac8f027b00c84482671c70e0e278c09a69c8fb5b0c2783514bcc4e", "class_name": "RelatedNodeInfo"}}, "hash": "eb487b4cb2490c349ba49fff22e3ba31b57c5e8b30d3d64ac8eb0faed78c617c", "text": "oper ating\nmar gins\nincr eased\nr oughly\n2\npoints,\ndriv en\nb y\nimpr o v ed\noper ating\nle v er age\nthr ough\ndisciplined\ncost\nmanagement.\nNow\nt o\nour\nsegment\nr esults.\nRe v enue\nfr om\nPr oductivity\nand\nBusiness\nPr ocesses\nwas\n$18.3\nbillion\nand\ngr ew\n10%\nand\n12%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations\nwith\nbetter-than-expected\nr esults\nin\nO\ufb03ce\nCommer cial,\npar tially\noffset\nb y\nLink edIn.\nO\ufb03ce\nCommer cial\nr e v enue\ngr ew\n12%\nand\n14%\nin\nconstant\ncurr ency .\nO\ufb03ce\n365\nCommer cial\nr e v enue\nincr eased\n15%\nand\n17%\nin\nconstant\ncurr ency ,\na\nbit\nbetter\nthan\nexpected\nwith\npar ticular\nstr ength\nin\nE5\nupsell\nr enewal\nnoted\nearlier .\nP aid\nO\ufb03ce\n365\nCommer cial\nseats\ngr ew\n11%\ny ear-o v er-y ear\nwith\ninstalled\nbase\nexpansion\nacr oss\nall\nworkloads\nand\ncust omer\nsegments.\nSeat\ngr owth\nwas\nagain\ndriv en\nb y\nour\nsmall\nand\nmedium\nbusiness\nand\nfr ontline\nwork er\noff erings.\nO\ufb03ce\nCommer cial\nlicensing\ndeclined\n20%\nand\n18%\nin\nconstant\ncurr ency\nwith\nbetter-than-expected\ntr ansactional\npur chasing.\nO\ufb03ce\nConsumer\nr e v enue\nincr eased\n3%\nand\n6%\nin\nconstant\ncurr ency\nwith\ncontinued\nmomentum\nin\nMicr osoft\n365\nsubscriptions,\nwhich\ngr ew\n12%\nt", "start_char_idx": 0, "end_char_idx": 1139, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "63dbb108-c4f9-462e-99b7-b959198da5e3": {"__data__": {"id_": "63dbb108-c4f9-462e-99b7-b959198da5e3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6d8179f0-af75-4905-951c-b274145bbfb4", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "2e109c96787e4f35ec197ac9cf2016c5c0686218289888ccc484939df53b9e58", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "facaaecc-1a17-494b-ab32-d32b83a14c15", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "eb487b4cb2490c349ba49fff22e3ba31b57c5e8b30d3d64ac8eb0faed78c617c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2db23a17-c688-44a9-ad94-0c0c48e29047", "node_type": "1", "metadata": {}, "hash": "bc1c3508f1ac5bf7db5469e7ca4b8f903dc1150169914507db76f7842d462958", "class_name": "RelatedNodeInfo"}}, "hash": "4f72bb9c25ac8f027b00c84482671c70e0e278c09a69c8fb5b0c2783514bcc4e", "text": "osoft\n365\nsubscriptions,\nwhich\ngr ew\n12%\nt o\n$67\nmillion.\nLink edIn\nr e v enue\nincr eased\n5%\nand\n7%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ngr owth\nin\nT alent\nSolutions,\nwith\nsome\ncontinued\nbookings\nimpact\nfr om\nthe\nweak er\nhiring\nenvir onment\nin\nk e y\nv er ticals.\nGr owth\nwas\npar tially\noffset\nb y\na\ndecline\nin\nMark eting\nSolutions\ndue\nt o\nthe\nlower\nad\nspend\nnoted\nearlier .\nDynamics\nr e v enue\ngr ew\n19%\nand\n21%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nDynamics\n365,\nwhich\ngr ew\n26%\nand\n28%\nin\nconstant\ncurr ency ,\nwith\ncontinued\nhealthy\ngr owth\nacr oss\nall\nworkloads.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n14%\nand\n16%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n3\npoints\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n1\npoint,\ndriv en\nb y\nimpr o v ements\nin\nO\ufb03ce\n365.\nOper ating\nexpenses\ndecr eased\nslightly\nand\noper ating\nincome\nincr eased\n25%\nand\n29%\nin\nconstant\ncurr ency ,\nincluding\n3\npoints\ndue\nt o\nthe\nchange\nin\naccounting\nestimate.\nNext,\nthe\nIntelligent\nCloud\nsegment.\nRe v enue\nwas\n$24\nbillion,\nincr easing\n15%\nand\n17%\nin\nconstant\ncurr ency ,\nslightly\nahead\nof\nexpectations.\nOv er", "start_char_idx": 1097, "end_char_idx": 2296, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2db23a17-c688-44a9-ad94-0c0c48e29047": {"__data__": {"id_": "2db23a17-c688-44a9-ad94-0c0c48e29047", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6d8179f0-af75-4905-951c-b274145bbfb4", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "2e109c96787e4f35ec197ac9cf2016c5c0686218289888ccc484939df53b9e58", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "63dbb108-c4f9-462e-99b7-b959198da5e3", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "4f72bb9c25ac8f027b00c84482671c70e0e278c09a69c8fb5b0c2783514bcc4e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "cc26aba3-54a6-4a61-bed5-56af2bda686e", "node_type": "1", "metadata": {}, "hash": "416828492cd288490163bf37299f9abec4f4cc1b78ad516a10705bbea1b770cd", "class_name": "RelatedNodeInfo"}}, "hash": "bc1c3508f1ac5bf7db5469e7ca4b8f903dc1150169914507db76f7842d462958", "text": "ency ,\nslightly\nahead\nof\nexpectations.\nOv er all,\nser v er\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n17%\nand\n18%\nin\nconstant\ncurr ency .\nA zur e\nand\nother\ncloud\nser vices\nr e v enue\ngr ew\n26%\nand\n27%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n1\npoint\nfr om\nAI\nser vices,\nas\nexpected.\nIn\nour\nper\nuser\nbusiness,\nthe\nEnterprise\nMobility\nand\nSecurity\ninstalled\nbase\ngr ew\n11%\nt o\no v er\n256\nmillion\nseats,\nwith\nimpact\nfr om\nthe\ncontinued\ngr owth\ntr ends\nin\nnew\nbusiness\nnoted\nearlier .\nIn\nour\non-pr emises\nser v er\nbusiness,\nr e v enue\ndecr eased\n1%\nand\nwas\nr elativ ely\nunchanged\nin\nconstant\ncurr ency ,\ndriv en\nb y\na\nslight\ndecr ease\nin\nnew\nannuity", "start_char_idx": 2252, "end_char_idx": 2908, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cc26aba3-54a6-4a61-bed5-56af2bda686e": {"__data__": {"id_": "cc26aba3-54a6-4a61-bed5-56af2bda686e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": 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"0e2d5ec16fec6875fc009ddc5f99f8561dcf70ea5d18959713d66408db939601", "class_name": "RelatedNodeInfo"}}, "hash": "416828492cd288490163bf37299f9abec4f4cc1b78ad516a10705bbea1b770cd", "text": "contr acts,\nwhich\ncarr y\nhigher\nin-period\nr e v enue\nr ecognition.\nEnterprise\nSer vices\nr e v enue\ngr ew\n4%\nand\n5%\nin\nconstant\ncurr ency\nwith\nbetter-than-expected\nper formance\nacr oss\nenterprise\nsuppor t\nser vices\nand\nindustr y\nsolutions.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n16%\nand\n17%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nslightly .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndeclined\nr oughly\n2\npoints,\ndriv en\nb y\nsales\nmix\nshift\nt o\nA zur e\nand\nthe\nlower\nA zur e\nmar gin\nnoted\nearlier .\nOper ating\nexpenses\nincr eased\n10%.\nOper ating\nincome\ngr ew\n20%\nand\n22%\nin\nconstant\ncurr ency ,\nwith\nr oughly\n6\npoints\nfr om\nthe\nchange\nin\naccounting\nestimate.\nNow\nt o\nMor e\nP ersonal\nComputing.\nRe v enue\nwas\n$13.9\nbillion,\ndecr easing\n4%\nand\n3%\nin\nconstant\ncurr ency ,\nabo v e\nexpectations,\ndriv en\nb y\nbetter-than-expected\nper formance\nin\nWindows,\npar tially\noffset\nb y\nGaming.\nWindows\nOEM\nr e v enue\ndecr eased\n12%\ny ear-o v er-y ear ,\nahead\nof\nexpectations\ndue\nt o\n7\npoints\nof\nbene\ufb01t\nfr om\nearly\nback-t o-school\ninv ent or y\nbuilds,\nwhile\nthe\no v er all\nPC\nmark et\nwas\nas\nexpected.\nDe vices\nr e v enue\ndecr", "start_char_idx": 0, "end_char_idx": 1181, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "66ef488f-b483-4a51-9a33-9d437b1f9288": {"__data__": {"id_": "66ef488f-b483-4a51-9a33-9d437b1f9288", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5c451ab6-df26-42a5-9dd0-cff2b1a300be", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "e10e65267857804bcb174e190888ae64f55fdaccba4f08577a81cbeaaa086a62", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "cc26aba3-54a6-4a61-bed5-56af2bda686e", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "416828492cd288490163bf37299f9abec4f4cc1b78ad516a10705bbea1b770cd", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "593a1566-e5a1-4e36-bb45-631365c1bbc4", "node_type": "1", "metadata": {}, "hash": "486d0607a9c05ff0aaf52d303e856f4e1ad5958ed68855dd06f9b195d1ea505c", "class_name": "RelatedNodeInfo"}}, "hash": "0e2d5ec16fec6875fc009ddc5f99f8561dcf70ea5d18959713d66408db939601", "text": "et\nwas\nas\nexpected.\nDe vices\nr e v enue\ndecr eased\n20%\nand\n18%\nin\nconstant\ncurr ency ,\nr oughly\nin\nline\nwith\nexpectations.\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n2%\nand\n3%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\ndue\nt o\nthe\nr enewal\nstr ength\nnoted\nearlier ,\ne v en\nwith\nthe\nmoder ated\ngr owth\nof\nnew\nbusiness\nand\nstand-alone\noff erings.\nSear ch\nand\nnews\nadv er tising\nr e v enue\nex\nT A C\nincr eased\n8%,\na\nbit\nbehind\nexpectations\ndue\nt o\nlower\nad\nspend\nnoted\nearlier .\nHigher\nsear ch\nv olumes,\nshar e\ngains\nagain\nthis\nquar ter\nfor\nour\nE dge\nbr owser ,\nand\nthe\nbene\ufb01t\nfr om\nthe\nXandr\nacquisition\nwer e\npar tially\noffset\nb y\nthe\nimpact\nfr om\nthir d-par ty\npar tnerships.\nAnd\nin\nGaming,\nr e v enue\nincr eased\n1%\nand\n2%\nin\nconstant\ncurr ency ,\nlower\nthan\nexpected\ndue\nt o\nweakness\nin\n\ufb01rst-par ty\nand\nthir d-par ty\ncontent\nper formance.\nXbo x\ncontent\nand\nser vices\nr e v enue\nincr eased\n5%\nand\n6%\nin\nconstant\ncurr ency\nand\nXbo x\nhar dwar e\nr e v enue\ndeclined\n13%.\nSegment\ngr oss\nmar gin\ndollars\ndeclined\n2%\nand\nwer e\nr elativ ely\nunchanged\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper", "start_char_idx": 1137, "end_char_idx": 2259, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "593a1566-e5a1-4e36-bb45-631365c1bbc4": {"__data__": {"id_": "593a1566-e5a1-4e36-bb45-631365c1bbc4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": 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"3f3c694884115260888567eaa437f7f0a715f919ac3da13a1a34e5ffd39c6dab", "class_name": "RelatedNodeInfo"}}, "hash": "486d0607a9c05ff0aaf52d303e856f4e1ad5958ed68855dd06f9b195d1ea505c", "text": "ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n1\npoint\ny ear-o v er-y ear ,\ndriv en\nb y\nsales\nmix\nshift\nt o\nhigher-mar gin\nbusinesses.\nOper ating\nexpenses\ndeclined\n9%\nand\n8%\nin\nconstant\ncurr ency .\nOper ating\nincome\nincr eased\n4%\nand\n6%\nin\nconstant\ncurr ency .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es,\nincluding\n\ufb01nance\nleases,\nwer e\n$10.7\nbillion\nt o\nsuppor t\ncloud\ndemand,\nincluding\ninv estments\nin\nAI\ninfr astructur e.\nCash\npaid\nfor\nPP&E\nwas\n$8.9\nbillion.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$28.8\nbillion,\nup\n17%\ny ear-o v er-y ear\nas\nstr ong\ncloud\nbillings\nand\ncollections\nwer e\npar tially\noffset\nb y\na\ntax\npa yment\nr elated\nt o\nthe\nR&D\ncapitalization\npr o vision.\nF r ee\ncash\n\ufb02ow\nwas\n$19.8\nbillion,\nup", "start_char_idx": 2230, "end_char_idx": 2962, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3c278877-40d9-4558-8a41-764d1430a45b": {"__data__": {"id_": "3c278877-40d9-4558-8a41-764d1430a45b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ec530725-4c87-486b-ac20-a29938d1c10f", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "853ddbdd4254d75c4fcf47afe236333d6eac62321455f72a52b2edc7268fd47f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "593a1566-e5a1-4e36-bb45-631365c1bbc4", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "486d0607a9c05ff0aaf52d303e856f4e1ad5958ed68855dd06f9b195d1ea505c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "aceb7231-4da0-45ed-9e6d-178602e1c0c1", "node_type": "1", "metadata": {}, "hash": "2f77ca9ebbe12b541bbacb7a39699856922a59c9385ddab005982857e3c6559a", "class_name": "RelatedNodeInfo"}}, "hash": "3f3c694884115260888567eaa437f7f0a715f919ac3da13a1a34e5ffd39c6dab", "text": "12%\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthis\ntax\npa yment,\ncash\n\ufb02ow\nfr om\noper ations\nincr eased\n22%\nand\nfr ee\ncash\n\ufb02ow\nincr eased\n19%.\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\n$473\nmillion,\nhigher\nthan\nanticipated,\ndriv en\nb y\nnet\ngains\non\nfor eign\ncurr ency\nr emeasur ement.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o ximately\n19%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$9.7\nbillion\nt o\nshar eholders\nthr ough\nshar e\nr epur chases\nand\ndividends,\nbringing\nour\nt otal\ncash\nr eturned\nt o\nour\nshar eholders\nt o\no v er\n$38\nbillion\nfor\nthe\nfull\n\ufb01scal\ny ear .\nNow\nlet' s\nturn\nt o\nnext\n\ufb01scal\ny ear\nand\nstar t\nwith\na\nf ew\nr eminders.\nFirst,\nthe\nchange\nin\naccounting\nestimate\nfor\nthe\nuseful\nlif e\nof\nser v er\nand\nnetwork\nequipment\nr esulted\nin\n$3.7\nbillion\nof\ndepr eciation\nexpense\nshifting\nfr om\nFY\n'23\nt o\nfutur e\nperiods.\nOur\nFY\n'23\noper ating\nincome\nand\nmar gins\nbene\ufb01ted\nfr om\nthis\nchange\nin\naccounting\nestimate\nand\nthat\nwill\nbe\na\nheadwind\nt o\ngr owth\nin\nFY\n'24\nas\nthe\nbene\ufb01t\nr educes\nt o\n$2.1\nbillion.\nNext,\nmy\noutlook\ncommentar", "start_char_idx": 0, "end_char_idx": 1022, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "aceb7231-4da0-45ed-9e6d-178602e1c0c1": {"__data__": {"id_": "aceb7231-4da0-45ed-9e6d-178602e1c0c1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ec530725-4c87-486b-ac20-a29938d1c10f", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "853ddbdd4254d75c4fcf47afe236333d6eac62321455f72a52b2edc7268fd47f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3c278877-40d9-4558-8a41-764d1430a45b", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "3f3c694884115260888567eaa437f7f0a715f919ac3da13a1a34e5ffd39c6dab", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "77da1a4c-f93c-4dd7-83b8-ab8241dc6385", "node_type": "1", "metadata": {}, "hash": "0e8c4346d34d0b21ca47beb39543c18921a7f546fa7e7e3fd607cae739be5125", "class_name": "RelatedNodeInfo"}}, "hash": "2f77ca9ebbe12b541bbacb7a39699856922a59c9385ddab005982857e3c6559a", "text": "o\n$2.1\nbillion.\nNext,\nmy\noutlook\ncommentar y\nfor\nboth\nthe\nfull\ny ear\nand\nnext\nquar ter\nis\non\na\nU.S.\ndollar\nbasis\nunless\nspeci\ufb01cally\nnoted\nother wise.\nAnd\nmy\noutlook\ndoes\nnot\ninclude\nany\nimpact\nfr om\nthe\nActivision\nacquisition,\nwhich\nwe\ncontinue\nt o\nwork\nt owar ds\nclosing,\nsubject\nt o\nobtaining\nr equir ed\nr egulat or y\nappr o v als.\nNow\nfor\nsome\nthoughts\non\nthe\nfull\ny ear\nof\nFY\n'24.\nWith\nthe\nweak er\nU.S.\ndollar\nand\nassuming\ncurr ent\nr ates\nr emain\nstable,\nwe\nexpect\nFX\nt o\nincr ease\nfull\ny ear\nr e v enue\ngr owth\nb y\nappr o ximately\n1\npoint\nwith\nno\nimpact\nt o\nCOGS\nor\noper ating\nexpense\ngr owth.\nThe\nimpact\nin\nH1\nis\nexpected\nt o\nbe\ngr eater\nthan\nH2.\nA t\na\nt otal\ncompany\nle v el,\nr e v enue\ngr owth\nfr om\nour\nCommer cial\nbusiness\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nthe\nMicr osoft\nCloud\nand\nwill\nagain\noutpace\nthe\ngr owth\nfr om\nour\nConsumer\nbusiness.\nE v en\nwith\nstr ong\ndemand\nand\na\nleadership\nposition,\ngr owth\nfr om\nour\nAI\nser vices\nwill\nbe\ngr adual\nas\nA zur e\nAI\nscales\nand\nour\ncopilots\nr each\ngener al\na v ailability\ndates.\nSo\nfor\nFY\n'24,\nthe\nimpact\nwill\nbe\nweighted\nt owar", "start_char_idx": 980, "end_char_idx": 2058, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "77da1a4c-f93c-4dd7-83b8-ab8241dc6385": {"__data__": {"id_": "77da1a4c-f93c-4dd7-83b8-ab8241dc6385", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ec530725-4c87-486b-ac20-a29938d1c10f", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "853ddbdd4254d75c4fcf47afe236333d6eac62321455f72a52b2edc7268fd47f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "aceb7231-4da0-45ed-9e6d-178602e1c0c1", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "2f77ca9ebbe12b541bbacb7a39699856922a59c9385ddab005982857e3c6559a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8f4b1fc9-4053-4f12-a230-2b3dbe181a92", "node_type": "1", "metadata": {}, "hash": "a6f35da4acb86aab84f216ebdc26f333297aed84aea0805f4096d751e37b9bdc", "class_name": "RelatedNodeInfo"}}, "hash": "0e8c4346d34d0b21ca47beb39543c18921a7f546fa7e7e3fd607cae739be5125", "text": "owar ds\nH2.\nT o\nsuppor t\nour\nMicr osoft\nCloud\ngr owth\nand\ndemand\nfor\nour\nAI\nplatform,\nwe\nwill\nacceler ate\ninv estment\nin\nour\ncloud\ninfr astructur e.\nW e\nexpect\ncapital\nexpenditur es\nt o\nincr ease\nsequentially\neach\nquar ter\nthr ough\nthe\ny ear\nas\nwe\nscale\nt o\nmeet\ndemand\nsignals.\nW e\nar e\ncommitted\nt o\ndriving\noper ating\nle v er age,\nand\nther efor e,\nwe\nwill\nmanage\nour\nt otal\ncost\ngr owth\nacr oss\nCOGS\nand\noper ating\nexpense\nin\nline\nwith\nthe\ndemand\nsignals\nwe\nsee\nas\nwell\nas\nr e v enue\ngr owth.\nIncr eased\ncapital\nspend\nwill\ndriv e\nhigher\nCOGS\ngr owth\nthan\nin\nFY\n'23,\nand\nFY\n'24\noper ating\nexpense\ngr owth\nwill\nr emain\nlow\nas\nwe\nprioritiz e\nour\nspend.\nTher efor e,\nwe\nexpect\nfull\ny ear\noper ating\nmar gins\nt o\nr emain\n\ufb02at\ny ear-o v er-y ear ,\ne v en\nwith\nthe\nheadwind\nfr om\nthe\nchange\nin\naccounting\nestimate.\nAnd\n\ufb01nally ,\nwe\nexpect\nour\nFY\n'24\ntax\nr ate\nt o\nbe\nar ound\n19%.", "start_char_idx": 2054, "end_char_idx": 2927, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8f4b1fc9-4053-4f12-a230-2b3dbe181a92": {"__data__": {"id_": "8f4b1fc9-4053-4f12-a230-2b3dbe181a92", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "41e83d46-911f-4d28-b35c-04ea91371027", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "435aa9a7d130cf17f14936c920a8235330565ca0aa44706bb1bd815196956242", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "77da1a4c-f93c-4dd7-83b8-ab8241dc6385", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "0e8c4346d34d0b21ca47beb39543c18921a7f546fa7e7e3fd607cae739be5125", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8b23f379-209e-4036-8785-1be74a79e667", "node_type": "1", "metadata": {}, "hash": "381272e6e6a65e1a872279476ae87612d37618da58e253bd2b1d18756b50997a", "class_name": "RelatedNodeInfo"}}, "hash": "a6f35da4acb86aab84f216ebdc26f333297aed84aea0805f4096d751e37b9bdc", "text": "Now\nt o\nthe\noutlook\nfor\nthe\n\ufb01rst\nquar ter .\nFirst,\nFX.\nBased\non\ncurr ent\nr ates,\nwe\nexpect\nFX\nt o\nincr ease\nt otal\nr e v enue\nand\noper ating\nexpense\ngr owth\nb y\nappr o ximately\n1\npoint\nwith\nno\nimpact\nt o\nCOGS\ngr owth.\nWithin\nthe\nsegments,\nwe\nexpect\nFX\nt o\nincr ease\nr e v enue\ngr owth\nin\nIntelligent\nCloud\nb y\n1\npoint\nwith\nno\nimpact\nt o\nPr oductivity\nand\nBusiness\nPr ocesses\nor\nMor e\nP ersonal\nComputing.\nIn\nCommer cial\nbookings,\nstr ong\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions,\nincluding\nour\nr enewal\nand\nupsell\nmotions,\nalong\nwith\nlong-term\nmeasur e\ncommitments\nshould\ndriv e\nhealthy\ngr owth\non\na\ngr owing\nexpir y\nbase.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nshould\ndecr ease\nr oughly\n1\npoint\ny ear-o v er-y ear ,\ndriv en\nb y\nthe\naccounting\nestimate\nchange\nheadwind\nnoted\nearlier .\nEx cluding\nthat\nimpact,\nQ1\ncloud\ngr oss\nmar gin\nper centage\nwill\nbe\nup\nr oughly\n1\npoint,\nprimarily\ndriv en\nb y\nimpr o v ements\nin\nA zur e\nand\nO\ufb03ce\n365,\npar tially\noffset\nb y\nsales\nmix\nshift\nt o\nA zur e\nand\nthe\nimpact\nof\nscaling\nour\nAI\ninfr astructur e\nt o\nmeet\ngr owing\ndemand.\nW e\nexpect\ncapital\nexpenditur es\nt", "start_char_idx": 0, "end_char_idx": 1112, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8b23f379-209e-4036-8785-1be74a79e667": {"__data__": {"id_": "8b23f379-209e-4036-8785-1be74a79e667", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "41e83d46-911f-4d28-b35c-04ea91371027", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "435aa9a7d130cf17f14936c920a8235330565ca0aa44706bb1bd815196956242", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8f4b1fc9-4053-4f12-a230-2b3dbe181a92", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "a6f35da4acb86aab84f216ebdc26f333297aed84aea0805f4096d751e37b9bdc", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "743d25ed-ef80-4c4d-913e-27eadf039251", "node_type": "1", "metadata": {}, "hash": "324aa35931e542bd0470b21dfe0b1c7c4118e41233c7d7c4ba2a95ae5a9a6312", "class_name": "RelatedNodeInfo"}}, "hash": "381272e6e6a65e1a872279476ae87612d37618da58e253bd2b1d18756b50997a", "text": "owing\ndemand.\nW e\nexpect\ncapital\nexpenditur es\nt o\nincr ease\nsequentially\non\na\ndollar\nbasis,\nas\nnoted\nearlier ,\ndriv en\nb y\ninv estments\nin\nour\nAI\ninfr astructur e.\nReminder ,\nther e\ncan\nbe\nnormal\nquar terly\nspend\nv ariability\nin\nthe\ntiming\nof\ncloud\ninfr astructur e\nbuild-out.\nNext\nt o\nsegment\nguidance.\nIn\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n9%\nand\n11%\nor\nUSD\n18\nbillion\nt o\nUSD\n18.3\nbillion.\nIn\nO\ufb03ce\nCommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365\nwith\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\nARPU\ngr owth\nthr ough\nE5.\nW e\nexpect\nO\ufb03ce\n365\nr e v enue\ngr owth\nt o\nbe\nr oughly\n16%\nin\nconstant\ncurr ency .\nIn\nour\non-pr emises\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nlow\n20s.\nIn\nO\ufb03ce\nConsumer ,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nin\nthe\nlow\nt o\nmid-single\ndigits,\ndriv en\nb y\nMicr osoft\n365\nsubscriptions.\nF or\nLink edIn,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nlow\nt o\nmid-single\ndigits.\nE v en\nwith\nshar e\ngains\nin\nour\nhiring\nbusiness,\ngr owth\nwill\ncontinue\nt o\nbe\nimpacted\nb", "start_char_idx": 1064, "end_char_idx": 2111, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "743d25ed-ef80-4c4d-913e-27eadf039251": {"__data__": {"id_": "743d25ed-ef80-4c4d-913e-27eadf039251", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts 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"324aa35931e542bd0470b21dfe0b1c7c4118e41233c7d7c4ba2a95ae5a9a6312", "text": "owth\nwill\ncontinue\nt o\nbe\nimpacted\nb y\nthe\no v er all\nmark ets\nfor\nr ecruiting\nand\nadv er tising,\nespecially\nin\nthe\ntechnology\nindustr y ,\nwher e\nwe\nha v e\nsigni\ufb01cant\nexposur e.\nAnd\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-\nt o\nhigh\nteens,\ndriv en\nb y\ncontinued\ngr owth\nin\nDynamics\n365.\nF or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n15%\nand\n16%,\nor\n14%\nand\n15%\nin\nconstant\ncurr ency .\nRe v enue\nshould\nbe\nUSD\n23.3\nbillion\nt o\nUSD\n23.6\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur e,\nwhich,\nas\na\nr eminder ,\ncan\nha v e\nquar terly\nv ariability\nprimarily\nfr om\nour\nper\nuser\nbusiness\nand\nfr om\nin-period\nr e v enue\nr ecognition\ndepending\non\nthe\nmix\nof\ncontr acts.\nIn\nA zur e,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\n25%\nt o\n26%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n2\npoints\nfr om\nall\nA zur e\nAI\nSer vices.\nGr owth\ncontinues\nt o\nbe\ndriv en\nb y\nour\nA zur e\nconsumption\nbusiness,\nand\nwe\nexpect\nthe\ntr ends\nfr om\nQ4\nt o\ncontinue\nint o\nQ1.\nOur\nper\nuser\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nthough", "start_char_idx": 2075, "end_char_idx": 3142, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8c311436-8f1a-4197-8974-8762a7b095a2": {"__data__": {"id_": "8c311436-8f1a-4197-8974-8762a7b095a2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "70d8917f-4f3c-4b36-8321-69708dcae9c5", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1cc865da9af31e3d9f1851d2947da839210f19a80ab807f98f06829fc93933bd", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "743d25ed-ef80-4c4d-913e-27eadf039251", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "324aa35931e542bd0470b21dfe0b1c7c4118e41233c7d7c4ba2a95ae5a9a6312", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "19c8a024-0edd-4ea2-b69f-cfc44e05c274", "node_type": "1", "metadata": {}, "hash": "ae8ee788207638fdb8744b160396e45043f4af9e6c8642585841560ce430f6dc", "class_name": "RelatedNodeInfo"}}, "hash": "e757969508e6d331a9bc57c7577cc0bb08a1a46502f1e5203f06b3da8d3acb87", "text": "we\nexpect\ncontinued\nmoder ation\nin\ngr owth\nr ates,\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nIn\nour\non-pr emises\nser v er\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nlow\nt o\nmid-single\ndigits\nagainst\na\nprior\ncompar able\nthat\nbene\ufb01ted\nfr om\nannuity\npur chasing\nahead\nof\nthe\nSQL\nSer v er\n2022\nlaunch.\nAnd\nin\nEnterprise\nSer vices,\nr e v enue\nshould\ndecline\nlow\nt o\nmid-single\ndigits\ny ear-o v er-y ear\nas\ngr owth\nin\nEnterprise\nSuppor t\nSer vices\nwill\nbe\nmor e\nthan\noffset\nb y\na\ndecline\nin\nIndustr y\nSolutions.\nIn\nMor e\nP ersonal\nComputing,\nwe\nexpect\nr e v enue\nof\nUSD\n12.5\nbillion\nt o\nUSD\n12.9\nbillion.\nWindows\nOEM\nr e v enue\nshould\ndecline\nlow\nt o\nmid-teens,\nincluding\n5\npoints\nof\nnegativ e\nimpact\nfr om\nthe\nearlier\nback-t o-school\ninv ent or y\nbuilds\nthat\nwer e\npulled\nint o\nthe\nfour th\nquar ter .\nOur\nguide\nassumes\nno\nsigni\ufb01cant\nchanges\nt o\nthe\nPC\ndemand\nenvir onment.\nIn\nde vices,\nr e v enue\nshould\ndecline\nin\nthe\nmid-30s\ndue\nt o\nthe\no v er all\nPC\nmark et\nand\nadjustments\nwe\nmade\nin\nour\npor tfolio\nwith\nan\nincr eased\nfocus\non\nour\nhigher-mar gin\npr emium\npr oducts.\nIn\nWindows\ncommer cial\npr oducts\nand\ncloud\nser", "start_char_idx": 0, "end_char_idx": 1109, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "19c8a024-0edd-4ea2-b69f-cfc44e05c274": {"__data__": {"id_": "19c8a024-0edd-4ea2-b69f-cfc44e05c274", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "70d8917f-4f3c-4b36-8321-69708dcae9c5", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1cc865da9af31e3d9f1851d2947da839210f19a80ab807f98f06829fc93933bd", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8c311436-8f1a-4197-8974-8762a7b095a2", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "e757969508e6d331a9bc57c7577cc0bb08a1a46502f1e5203f06b3da8d3acb87", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "507d204c-8e12-4da1-8170-e54cab590001", "node_type": "1", "metadata": {}, "hash": "5efcd9d2adeb45bdcd1086b8d3a0b6621e4f00b11d446729e7ea35534ea7cc2f", "class_name": "RelatedNodeInfo"}}, "hash": "ae8ee788207638fdb8744b160396e45043f4af9e6c8642585841560ce430f6dc", "text": "cial\npr oducts\nand\ncloud\nser vices,\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nshould\ndriv e\nr e v enue\ngr owth\nin\nthe\nmid-\nt o\nhigh\nsingle\ndigits.\nSear ch\nand\nnews\nadv er tising\nex\nT A C\nr e v enue\ngr owth\nshould\nbe\nmid-\nt o\nhigh\nsingle\ndigits,\nr oughly\n5\npoints\nhigher\nthan\no v er all\nsear ch\nand\nnews\nadv er tising\nr e v enue,\ndriv en\nb y\ncontinued\nv olume\nstr ength\nsuppor ted\nb y\nE dge\nbr owser\nshar e\ngains.\nGr owth\nwill\ncontinue\nt o\nbe\nimpacted\nb y\nthe\nadv er tising\nspend\nenvir onment\nand\nthir d-par ty\npar tnerships\nmentioned\nearlier .\nW e\ncontinue\nt o\nbe\nex cited\nb y\nBing\nusage\nsignals\nand\nthe\nlonger-term\noppor tunity\nas\nwe\ninv est\nin\nAI.\nAnd\nin\nGaming,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-single\ndigits.\nW e\nexpect\nXbo x\ncontent\nand\nser vices\nr e v enue\ngr owth\nin\nthe\nmid-\nt o\nhigh\nsingle\ndigits,\ndriv en\nb y\n\ufb01rst-par ty\nand\nthir d-par ty\ncontent\nas\nwell\nas\nXbo x\nGame\nP ass.\nNow\nback\nt o\ncompany\nguidance.\nW e\nexpect\nCOGS\nbetween\nUSD\n16.6\nbillion\nt o\nUSD\n16.8\nbillion\nand\noper ating\nexpense\nof\nUSD\n13.5\nbillion\nt", "start_char_idx": 1081, "end_char_idx": 2142, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "507d204c-8e12-4da1-8170-e54cab590001": {"__data__": {"id_": "507d204c-8e12-4da1-8170-e54cab590001", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "70d8917f-4f3c-4b36-8321-69708dcae9c5", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1cc865da9af31e3d9f1851d2947da839210f19a80ab807f98f06829fc93933bd", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "19c8a024-0edd-4ea2-b69f-cfc44e05c274", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "ae8ee788207638fdb8744b160396e45043f4af9e6c8642585841560ce430f6dc", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d7867b2e-0ca6-4456-a431-ce01ada1c9d5", "node_type": "1", "metadata": {}, "hash": "02fae81b9c8218b088f74314bf25d81573ab4b8841d47f163e6a9ad0de1a69dd", "class_name": "RelatedNodeInfo"}}, "hash": "5efcd9d2adeb45bdcd1086b8d3a0b6621e4f00b11d446729e7ea35534ea7cc2f", "text": "ating\nexpense\nof\nUSD\n13.5\nbillion\nt o\nUSD\n13.6\nbillion.\nT ogether ,\nt otal\ncost\ngr owth\nshould\nbe\nar ound\n6%.\nOther\nincome\nand\nexpense\nshould\nbe\nr oughly\n$300\nmillion\nas\ninter est\nincome\nis\nexpected\nt o\nmor e\nthan\noffset\ninter est\nexpense.\nT wo\nr eminders.\nThis\ndoes\nnot\ninclude\nany\nimpact\nfr om\nActivision\non\ninter est\nincome\nand\nexpense,\nand\nwe\nar e\nr equir ed\nt o\nr ecogniz e\nmark-t o-mark et\ngains\nor\nlosses\non\nour\nequity\npor tfolio,\nwhich\ncan\nincr ease\nquar terly\nv olatility .\nW e\nexpect\nour\nQ1\neff ectiv e\ntax\nr ate\nt o\nbe\nar ound\n19%.\nAnd\n\ufb01nally ,\nas\na\nr eminder\nfor\nQ1\ncash\n\ufb02ow ,\nwe\nexpect\nt o\nmak e\na\n$2.7\nbillion\ncash\ntax\npa yment\nr elated\nt o\nthe\nT CJ A\ntr ansition\ntax.\nW e\ndo\nnot\nexpect\npa yment\nr elated\nt o\nthe\nR&D\ncapitalization\npr o vision\nin\nQ1.", "start_char_idx": 2107, "end_char_idx": 2871, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d7867b2e-0ca6-4456-a431-ce01ada1c9d5": {"__data__": {"id_": "d7867b2e-0ca6-4456-a431-ce01ada1c9d5", 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eadth\nand\ndepth\nof\nthe\nMicr osoft\nCloud.\nW e 'll\ncontinue\nt o\ninv est\nin\nour\ncloud\nand\nAI\ninfr astructur e\nwhile\nscaling\nwith\ngr owing\ndemand\nso\nwe\ncan\nlead\nthe\nAI\nplatform\nwa v e.\nAnd\n\ufb01nally ,\nwe 'll\nalign\nour\ncosts\nwith\ngr owth\nas\nwe\nar e\ncommitted\nt o\ndriving\noper ating\nle v er age.\nWith\nthat,\nlet' s\ngo\nt o\nQ&A,\nBr ett.\nBr ett\nIv ersen\nThanks,\nAmy .\nW e 'll\nnow\nmo v e\no v er\nt o\nQ&A.\n[Oper at or\nInstructions].\nJoe,\ncan\ny ou\nplease\nr epeat\ny our\ninstruction?\nQuestion-and-A nswer\nSession\nOper at or\n[Oper at", "start_char_idx": 0, "end_char_idx": 1087, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c5e65500-8ad5-4396-b80d-429d32dbc730": {"__data__": {"id_": "c5e65500-8ad5-4396-b80d-429d32dbc730", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call 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ors\nthink\nabout\njust\nthe\nfundamental\ngr oss\nmar gins\nbehind\nthese\ngener ativ e\nAI\ntechnologies?\nW e\nunderstand\nther e ' s\ngoing\nt o\nbe\na\nlot\nof\nCapEx\nt o\nr amp\nup\nunderneath\nthese.\nBut\nwhat\nshould\nwe\nexpect\nin\nterms\nof\nwhat\nthe\nultimate\ngr oss\nmar gin\nlooks\nlik e\nunderneath\nall\nthese\nnew\ngener ativ e\nAI\nsolutions?\nSaty a\nNadella", "start_char_idx": 1022, "end_char_idx": 1997, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "57fee752-d362-4d51-a296-b8e9a2a34876": {"__data__": {"id_": "57fee752-d362-4d51-a296-b8e9a2a34876", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "08a5c8f8-64ed-4c00-88f9-1e52c6a817aa", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "35ae79dd367af7e84d4b0e3dcfa7c69c2ba5690279e240a356b04c275d5c0a55", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c5e65500-8ad5-4396-b80d-429d32dbc730", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1bdfee5437ef9830cd586ede1d998a8c231dcf5d9f88d6fb113a6b54391a20c1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "865792b4-ca16-4329-8b86-74bd9bef8aeb", "node_type": "1", "metadata": {}, "hash": "99d3a7d5a06d3fe21b48283497304d0f8e6e69517eeaaba58ad89ecf8d249ed6", "class_name": "RelatedNodeInfo"}}, "hash": "35828121c75168f56b0c4dcf4f626eab6289499161969c31c638bebf79835ce6", "text": "Thank\ny ou,\nK eith,\nfor\nthe\nquestion.\nThe\nfundamental\nguidance\nand\nconv ersation\nthat\nwe\nha v e\nwith\ncust omers\nis\ntwofold.\nOne\nis\nthe\neasiest\npath\nt o\nv alue\nout\nof\ngener ativ e\nAI\nis\nt o\nadopt\ncer tain\nsolutions,\nfor\nexample,\nGitHub\nCopilot.\nIn\nsome\nsense,\nit' s\nsor t\nof\na\nno-br ainer\nt o\nadd\npr oductivity\nle v er age\nfor\nall\nof\nthe\nsoftwar e\nde v elopers\nin\nany\nor ganization.\nWhether\ny ou'r e\na\nbank,\ny ou'r e\na\nr etailer\nor\ny ou'r e\na\nsoftwar e\ncompany ,\nit\napplies\nt o\ne v er y one.\nSo\nthat' s\npr obably\none\nof\nthe\nthings\nthat\nwe\nha v e\nseen\nv er y\ngood\n--\ne v en\npr oductivity\ndata\nand\ngr eat\nadoption.\nAnd\nthen\nob viously ,\nthe\nex citement\nthat\nther e\nis\nalr eady\nar ound\nthe\nM365\nCopilot.\nSo\n\ufb01rst\nthing\nwe\nsor t\nof\ntalk\nabout\nis\nhow\nwe\nourselv es\nar e\ndeplo ying\nall\nthese\nCopilots\nacr oss,\nwhether\nit' s\nSales\nCopilot\nor\nM365\nCopilot\nor\nGitHub\nCopilot,\nhow\ndo\ny ou\nget\nmaximum\nv alue\nout\nof\nthese\nhoriz ontal\nt ool\nchain?\nAnd\nthen\non\nt op\nof\nthat,\nwe\nha v e\ntak en\nwhat\nwe\ndid\nunderneath\nthese\npr", "start_char_idx": 0, "end_char_idx": 1008, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "865792b4-ca16-4329-8b86-74bd9bef8aeb": {"__data__": {"id_": "865792b4-ca16-4329-8b86-74bd9bef8aeb", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "08a5c8f8-64ed-4c00-88f9-1e52c6a817aa", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "35ae79dd367af7e84d4b0e3dcfa7c69c2ba5690279e240a356b04c275d5c0a55", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "57fee752-d362-4d51-a296-b8e9a2a34876", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "35828121c75168f56b0c4dcf4f626eab6289499161969c31c638bebf79835ce6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e65191f0-b61d-4db6-8882-0e638da932de", "node_type": "1", "metadata": {}, "hash": "4b5ede4bad27878348277034303790b68392d3e25b49798010c5a5188a4277a8", "class_name": "RelatedNodeInfo"}}, "hash": "99d3a7d5a06d3fe21b48283497304d0f8e6e69517eeaaba58ad89ecf8d249ed6", "text": "v e\ntak en\nwhat\nwe\ndid\nunderneath\nthese\npr oducts\nand\nbuilt\nit\nout\nas\na\n\ufb01rst-class\ntech\nstack,\nright,\nwhich\nwe\ntalk ed\nat\nour\nde v eloper\nconf er ence,\ncalled\nthe\nCopilot\nStack,\nand\nthen\nwith\nA zur e\nAI\nt ooling,\nmade\nit\npossible\nfor\na\nsomeone\nlik e\nMoody ' s\nt o\nbuild\ntheir\nown\nCopilot\nfor\ntheir\npeople.\nSo\nt o\nus,\nwe\nwant\nt o\nbe\nable\nt o\nhelp\ncust omers\nbuild\ntheir\ngener ativ e\nAI\napplications\non\nt op\nof\nA zur e\nAI,\nand\nwith\nspeed,\nif\ny ou\nwill.\nAnd\nso\nthose\nar e\nthe\n2\nthings\nthat\nwe\nask\nthem\nt o\nidentify\nwher e\nthe y\ncan\nget\nthe\nmaximum\npr oductivity\nle v er age.\nAnd\nthen\nwe\ne v en\nswung\nwith\nour\nown\nr esour ces\nt o\nhelp\nthem\nget\nthose\nthings\ndone.\nAnd\nthe\nlast\ncomment\nI' d\nmak e\nis\nthe\ncloud\nand\ndata\nin\nthe\ncloud\nenables\nall\nthis\nbecause\nI\nthink\nthe\ndiffusion\ncy cle\nher e,\nin\nsome\nsense,\nwe\nha v e\na\nnew\nset\nof\ncloud\nmeters\nthat\nar e\ngetting\nadopted\nfaster\nbecause\nof\ne v er ything\nelse\nthat\ncame\nbefor e\nit\nin\nthe\ncloud.\nSo\nthose\nwould\nbe\nthe\nobser v ations.\nA my\nHood\nAnd\nt o\ny our\nquestion,\nK eith,\non\ngr oss\nmar gins\nand\nhow\nI\nthink\nabout\nthose\ngoing\nfor war", "start_char_idx": 966, "end_char_idx": 2042, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e65191f0-b61d-4db6-8882-0e638da932de": {"__data__": {"id_": "e65191f0-b61d-4db6-8882-0e638da932de", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "08a5c8f8-64ed-4c00-88f9-1e52c6a817aa", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "35ae79dd367af7e84d4b0e3dcfa7c69c2ba5690279e240a356b04c275d5c0a55", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "865792b4-ca16-4329-8b86-74bd9bef8aeb", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "99d3a7d5a06d3fe21b48283497304d0f8e6e69517eeaaba58ad89ecf8d249ed6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "339c9345-d24d-48f7-bc87-83d211f344c9", "node_type": "1", "metadata": {}, "hash": "1dfb4096e3bbfc05507eebed28c9876ebc078c35a9ae9efccd4e112f17c7e51a", "class_name": "RelatedNodeInfo"}}, "hash": "4b5ede4bad27878348277034303790b68392d3e25b49798010c5a5188a4277a8", "text": "gins\nand\nhow\nI\nthink\nabout\nthose\ngoing\nfor war d,\nthe\n\ufb01rst\nthing\nI\nwould\nsa y\nis\nthat\nI\nexpect\ngr oss\nmar gins\nher e\nt o\ntr ansition\no v er\ntime,\njust\nlik e\nthe y\ndid\nin\nthe\nprior\ncloud\ntr ansitions.\nI\nwould\nalso\nsa y\nI\nexpect\nworkloads\nand\nthe\ngr oss\nmar gins\nof\nthe\nworkloads\nt o\nbe\ndiff er ent,\njust\nlik e\nthe y\nar e\nin\nthe\ncloud\nt oda y .\nI\nwould\nalso\nadd\none\nthing\nthat' s\ndiff er ent\nthan\nlast\ntime,\nwe\ntalk ed\na\nbit\nabout\nthis\nbefor e,\nis\nthat\nwe\nstar t\nout\nin\na\ndiff er ent\nplace\nwith\nmor e\nof\na\nshar ed\nplatform,\nwhich\nallows\nus\nt o\nscale\nthose\ngr oss\nmar gins\na\nbit\nfaster\nthan\nlast\ntime.\nAnd\nwe\ndo\nexpect,\nas\ny ou\nask ed\nand\nSaty a\ntalk ed\nabout,\nthe\npace\nof\nthis\nadoption\ncur v e,\nwe\ndo\nexpect\nt o\nbe\nfaster .\nSo\ny ou'r e\nseeing\nthe\nCapEx\nspend\nacceler ate\nin\nQ4\nand\nthen\nagain\nin\nQ1,\nand\nwe 'v e\ntalk ed\nabout\nwhat\nit\nshould\nlook\nlik e\nthe\nr est\nof\nthe\ny ear .", "start_char_idx": 1996, "end_char_idx": 2869, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "339c9345-d24d-48f7-bc87-83d211f344c9": {"__data__": {"id_": "339c9345-d24d-48f7-bc87-83d211f344c9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fac26bf2-431e-4013-b691-aca7348695aa", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "7f606047de881d84109bb0a2a10c6593c572847869090f06ae5b205f13d1bbe2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e65191f0-b61d-4db6-8882-0e638da932de", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "4b5ede4bad27878348277034303790b68392d3e25b49798010c5a5188a4277a8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9eec8c9a-24ac-4cf8-a691-bfe0bccf6862", "node_type": "1", "metadata": {}, "hash": "0d4b43eb08a7314f002192fa20dee0e3681b076ccd5fcefba337181b1796fabb", "class_name": "RelatedNodeInfo"}}, "hash": "1dfb4096e3bbfc05507eebed28c9876ebc078c35a9ae9efccd4e112f17c7e51a", "text": "Now\nthat\nbeing\nsaid,\nwe 'r e\ntalking\nabout\nall\nthat\nand\ngoing\nthr ough\nthat\ntr ansition\nwhile\ndeliv ering\nin\nFY\n'24\no v er\nFY\n'23,\neff ectiv ely\n1\npoint\nhigher\noper ating\nmar gins.\nBecause\nif\nit' s\n\ufb02at\ny ear-o v er-y ear ,\nas\nwe\nguided,\nwith\nthe\nheadwind\nfr om\nthe\nuseful\nlif e\nchange,\nwhen\ny ou\ncorr ect\nfor\nthat,\nit' s\nabout\n1\npoint\nhigher .\nSo\nI\nthink\nthe\nr eal\nfocus\nher e\nis\nbeing\nable\nt o\nbe\naggr essiv e\nin\nmeeting\nthe\ndemand\ncur v e\nand\nfocusing\non\nthe\ntr ansition\nand\ngr owth\nin\ngr oss\nmar gins\nand\ndeliv ering\nthe\noper ating\nle v er age.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ent\nThill\nwith\nJeff eries.\nBr ent\nThill\nSaty a,\non\nthe\noptimization\nheadwinds\nthat\ny ou\ncontinue\nt o\nsee,\nwhen\ndo\ny ou\nthink\nwe\nhit\npeak\noptimization?\nAr e\nwe\ngetting\nclose\nt o\nhitting\nthat\npeak\nand\ngetting\nsome\nr elief\nin\nthe\nback\nhalf\nof\nthe\ny ear\nand\nma ybe\nAI\nhelping\npr o vide\nus\na\ntailwind?\nAny\ncolor\nfr om\nwhat\ny ou'r e\nseeing\nfr om\ny our\nperspectiv e\nwould\nbe\nhelpful.\nSaty a\nNadella\nSur e,\nBr ent.\nThank\ny ou\nfor\nthe\nquestion.\nY es,\na\ncouple\nof\nobser v", "start_char_idx": 0, "end_char_idx": 1065, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9eec8c9a-24ac-4cf8-a691-bfe0bccf6862": {"__data__": {"id_": "9eec8c9a-24ac-4cf8-a691-bfe0bccf6862", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fac26bf2-431e-4013-b691-aca7348695aa", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "7f606047de881d84109bb0a2a10c6593c572847869090f06ae5b205f13d1bbe2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "339c9345-d24d-48f7-bc87-83d211f344c9", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "1dfb4096e3bbfc05507eebed28c9876ebc078c35a9ae9efccd4e112f17c7e51a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "91aacc8b-b5ff-41a3-ac72-e5bc9e38d195", "node_type": "1", "metadata": {}, "hash": "ca2a1b39a1356aa2479eca0cc3c32723eae3ba02e3f11e9fdf4263747cd05395", "class_name": "RelatedNodeInfo"}}, "hash": "0d4b43eb08a7314f002192fa20dee0e3681b076ccd5fcefba337181b1796fabb", "text": "es,\na\ncouple\nof\nobser v ations.\nOne\nis,\nI\nthink,\no v er all\nin\nthe\ncloud,\ny ou\ndo\nsee\nnew\npr oject\nstar ts\nand\nthen\nthose\npr oject\nstar ts\nget\noptimiz ed\nand\nthen\ny ou\nsor t\nof\ntime-series\nall\nof\nthat,\nand\nthat' s\nsor t\nof\nwhat\ny ou\nsee\nin\nthe\nnormal\ncourse.\nWhat\nhappened\nher e\nwas\nduring\nthe\npandemic,\nob viously ,\nther e\nwer e\nlots\nof\nnew\npr oject\nstar ts\nand\noptimization\nin\nsome\nsense\nwas\npostponed,\nand\nthat' s\nwher e\ny ou'r e\nseeing,\nI'll\ncall\nit,\ncatch-up\noptimization.\nAnd\nthat' s\nsomething\nthat,\nt o\ny our\npoint,\nwe\nwill\nlap.\nGoing\nint o\nthe\nnext\ncouple\nof\nquar ters,\nI\nthink,\nit\nwill\ncome\ndown.\nAnd\nwe\nar e\nseeing\nnew\npr oject\nstar ts,\nboth\ntr aditional\ntype\nof\npr oject\nstar ts,\ne v en\ncloud\nmigr ations,\ndata\napplications\nand,\nof\ncourse,\nob viously ,\nthe\nAI\napplications.\nBut\nwe 'll\nget\nback\nt o\nI'll\ncall\nthe\nnormal\npace\nof\nnew\npr oject\nstar ts\nand\noptimizations\ngoing\nfor war d,\nthat\nwe\nwill\ncy cle\nthr ough,\nI\nthink,\nin\nthe\nnext\ncouple\nof\nquar ters,\nwhat\nis\nthe\nlast\ncatch-up\noptimization.\nA my\nHood\nI\nwould\njust\nadd,\nBr ent,\nI\nthink\nt o\nSaty a ' s\npoint\nand\nma ybe\nt", "start_char_idx": 1042, "end_char_idx": 2125, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "91aacc8b-b5ff-41a3-ac72-e5bc9e38d195": {"__data__": {"id_": "91aacc8b-b5ff-41a3-ac72-e5bc9e38d195", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fac26bf2-431e-4013-b691-aca7348695aa", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "7f606047de881d84109bb0a2a10c6593c572847869090f06ae5b205f13d1bbe2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9eec8c9a-24ac-4cf8-a691-bfe0bccf6862", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "0d4b43eb08a7314f002192fa20dee0e3681b076ccd5fcefba337181b1796fabb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e514f732-4089-40fc-8250-94eac8fb1fa2", "node_type": "1", "metadata": {}, "hash": "78aec4bbf3d9320becf7d198dc055ccacc28e35a51cb51af37710aa4bfc60567", "class_name": "RelatedNodeInfo"}}, "hash": "ca2a1b39a1356aa2479eca0cc3c32723eae3ba02e3f11e9fdf4263747cd05395", "text": "o\nSaty a ' s\npoint\nand\nma ybe\nt o\nbuild\na\nbit\nof\na\nline\nfor\ny ou,\nI\nthink\nit\nf elt\nv er y\nsimilar\nt o\nlast\nquar ter\nwher e\nwe\nmade\nthe\nsame\ncomments,\nwhich\nis\nwe 'r e\nseeing\nsor t\nof\nthe\nnormal\noptimization\nplus\nwe 'r e\nseeing\nnew\nworkload\nstar ts\nacr oss\nthese\nworkloads\nSaty a\ntalk ed\nabout.\nAnd\nI\nthink\nthat' s\nwhat\nwe 'r e\nsa ying\ngoing", "start_char_idx": 2094, "end_char_idx": 2434, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e514f732-4089-40fc-8250-94eac8fb1fa2": {"__data__": {"id_": "e514f732-4089-40fc-8250-94eac8fb1fa2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6e24798c-1ddd-4604-830b-2b00dfba45ff", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "9ce1fefe93db92b913b75064bbbaada1b41706e5f6029449ead1d3936ca1ef39", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "91aacc8b-b5ff-41a3-ac72-e5bc9e38d195", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "ca2a1b39a1356aa2479eca0cc3c32723eae3ba02e3f11e9fdf4263747cd05395", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0224bf5e-2536-45cc-b5ef-6dce68954d0e", "node_type": "1", "metadata": {}, "hash": "39c5ceb7f467ddf090a15a0e70877c710c241648c64466f6303537c419856bb8", "class_name": "RelatedNodeInfo"}}, "hash": "78aec4bbf3d9320becf7d198dc055ccacc28e35a51cb51af37710aa4bfc60567", "text": "for war d\nand\nr eally\nwhat\nthe\nchange\nis\njust\nthat\nlapping\nof,\nI\nthink,\na\nbit\nof\na\ncatch-up\nfr om\na\ny ear\nago.\nAnd\ny ou'r e\nright,\nwe 'll\ncontinue\nt o\ndo\nthat\nthr ough\nH2.\nOper at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nMark\nMoer dler\nwith\nBernstein\nResear ch.\nMark\nMoer dler\nAnd\ncongr ats\non\nthe\nquar ter .\nAmy ,\nCapEx\nmo v ed\nup\nsigni\ufb01cantly\nQ-o v er-Q\nand\ny ear-o v er-y ear\nand\nit' s\nincr easing\nmo ving\nfor war d.\nCan\ny ou\ngiv e\nus\nsome\ncolor?\nIs\nit\nphysical\ndata\ncenters?\nIs\nit\npr edominantly\nser v ers?\nIs\nit\npr edominantly\nAI-driv en?\nHow\nshould\nwe\nthink\nabout\nthe\nuseful\nlif e\nof\nit?\nAnd\nthen\nquickly\nfor\nSaty a,\ncan\ny ou\ngiv e\nus\nsome\n--\nstatus\non\nthe\ngener al\na v ailability\nof\nthe\nfull\nCopilot\nde v elopment\nstack?\nAnd\nhow\nlong\nit' s\ntaking\nclients\nand\npar tners\nt o\nbuild\nCopilots?\nA my\nHood\nWhy\ndon 't\nI\nstar t\non\nthe\nCapEx\nquestion,\nSaty a,\nthen\nI'll\nturn\nit\no v er\nt o\ny ou.\nMark,\nr eally ,\n\ufb01rst\nof\nall,\nboth\nin\nQ4\nand\nthen\ntalking\nabout\nQ1,\nthe\nacceler ation\nis\nr eally\nquite\nbr oad.\nIt'", "start_char_idx": 0, "end_char_idx": 1009, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0224bf5e-2536-45cc-b5ef-6dce68954d0e": {"__data__": {"id_": "0224bf5e-2536-45cc-b5ef-6dce68954d0e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6e24798c-1ddd-4604-830b-2b00dfba45ff", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "9ce1fefe93db92b913b75064bbbaada1b41706e5f6029449ead1d3936ca1ef39", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e514f732-4089-40fc-8250-94eac8fb1fa2", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "78aec4bbf3d9320becf7d198dc055ccacc28e35a51cb51af37710aa4bfc60567", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0cee0540-428c-45b1-891c-0375f96c6f82", "node_type": "1", "metadata": {}, "hash": "28150a8e6998bfe9e7900d978bc4b45142f15daad1ef9c6b9d42910398242d5f", "class_name": "RelatedNodeInfo"}}, "hash": "39c5ceb7f467ddf090a15a0e70877c710c241648c64466f6303537c419856bb8", "text": "ation\nis\nr eally\nquite\nbr oad.\nIt' s\nboth\non\n--\nboth\nthe\ndata\ncenters\nand\na\nphysical\nbasis\nplus\nCPUs\nand\nGPUs\nand\nnetworking\nequipment,\nthink\nof\nit\nin\na\nbr oad\nsense\nas\nopposed\nt o\na\nnarr ow\nsense.\nSo\nit' s\no v er all\nincr eases\nof\nacceler ation\nof\no v er all\ncapacity .\nAnd\nI\nthink\nif\ny ou\nlook\nback\no v er\nr eally\nFY\n'23,\ny ou\nwouldn 't\nha v e\nseen\nsome\nof\nthe\npace\non\nnormal,\nwhat\nI\nwould\nsa y ,\ncapacity\nadds,\ne v en\nfor\nthe\nnormal\nA zur e\nworkload.\nSo\ny ou'r e\nseeing\nboth\nacceler ations,\nthe\nnormal\nA zur e\nworkloads\nplus\nsome\nof\nthe\nAI\nworkloads,\nis\npar tially\nthe\nr eason.\nSo\nit' s\nwhy\nI\ndo\ncomment\nquite\noften\nthat\nit' s\nboth\no v er all\nCommer cial\nCloud\ndemand\nand\nbuilding\nout\ncapacity\nfor\nAI.\nIt' s\nboth.\nSaty a\nNadella\nY es.\nAnd\nI\nthink\njust\nfor\nperspectiv e,\nI\nthink\nit' s\nsor t\nof\nalwa ys\ngood\nt o\nthink\nabout\nit,\nright,\nwher e\nwe\nha v e,\nwhat,\n111\n[bill]\n(ph)\ncommer cial\ncloud\nbusiness\ngr owing\nat,\nwhat,\n22%\ny ear-o v er-y ear .\nAnd\nthen\ny ou\nhad\na\nCapEx\ngr owth,\nwhich\nis\nar ound\nthe\nsame\nnumber ,\n23%,\n24%.\nSo\nin\nsome\nsense,\nit' s\nsor t\nof\nr", "start_char_idx": 975, "end_char_idx": 2036, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0cee0540-428c-45b1-891c-0375f96c6f82": {"__data__": {"id_": "0cee0540-428c-45b1-891c-0375f96c6f82", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6e24798c-1ddd-4604-830b-2b00dfba45ff", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "9ce1fefe93db92b913b75064bbbaada1b41706e5f6029449ead1d3936ca1ef39", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "0224bf5e-2536-45cc-b5ef-6dce68954d0e", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "39c5ceb7f467ddf090a15a0e70877c710c241648c64466f6303537c419856bb8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "cbbcff0f-7b4f-494b-b7e5-2e1d756392b6", "node_type": "1", "metadata": {}, "hash": "d27504768b4c84b50afef12233065fff3aef071634d975dbac3bd13052aceba2", "class_name": "RelatedNodeInfo"}}, "hash": "28150a8e6998bfe9e7900d978bc4b45142f15daad1ef9c6b9d42910398242d5f", "text": "s\nsor t\nof\nr eplacement\ncapital\nplus\nsome\nnew\ncapital\nthat\nis\ngoing\nt o\ndriv e\nnew\ngr owth.\nSo\nthat' s,\nI\nthink,\nthe\nscale.\nAnd\nwe\nf eel\ngood\nabout\nthat\nstructur e\nof\no v er all\ngr owth\nr ates\nand\nhow\nit\ntr anslates\nint o\nfutur e\nT AM\noppor tunity\nfor\nus.\nAnd\nthen\nt o\ny our\nother\nquestion\non\nhow\nall\nthis\ntr anslates\nint o\npr oject\nstar ts\neff ectiv ely ,\nthe\nCopilot\nstack\nis\na v ailable\nt oda y\non\nA zur e.\nSo\nwe\nha v e\ne v er ything\nfr om\nA zur e\nAI\nt ool", "start_char_idx": 2024, "end_char_idx": 2483, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cbbcff0f-7b4f-494b-b7e5-2e1d756392b6": {"__data__": {"id_": "cbbcff0f-7b4f-494b-b7e5-2e1d756392b6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6b787e31-54e7-44fe-b2c8-8dbe72ea67a3", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "b436a0e48f89b1ac5004ce9ae37120a16b229d62fb8e07994a14c3cd28754543", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "0cee0540-428c-45b1-891c-0375f96c6f82", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "28150a8e6998bfe9e7900d978bc4b45142f15daad1ef9c6b9d42910398242d5f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "16c0fe25-68e9-4da7-b7dd-0c163fc33c8d", "node_type": "1", "metadata": {}, "hash": "4509f75f396caf0adf18d3a0b00d8309a01695e25ef553f649b474d09f5c2f8e", "class_name": "RelatedNodeInfo"}}, "hash": "d27504768b4c84b50afef12233065fff3aef071634d975dbac3bd13052aceba2", "text": "chain\nwher e\ny ou\ncan\nuse\nob viously ,\nA zur e\nOpenAI\nor\ne v en\ny ou\ncan\nuse\nopen\nmodels\nfr om\nLlama\nand\nHugging\nF ace\nmodels.\nY ou\nha v e\nall\nthe\nF abric\nand\nall\nof\nour\noper ational\ndata\nst or es\nfor\nwhat\nis\none\nof\nthe\nmost\nuseful\npatterns\nar ound\ngener ativ e\nAI\nas\nwhat\nis\ncalled\nRetrie v al\nA ugmented\nGener ation,\nwhich\nis\ny ou\ntak e\nthe\ndata\nthat\ny ou\nha v e\nin\nthe\ndata\nst or es,\nuse\nit\nin\na\npr ompt\nt o\ngener ate\ncompletions,\nsummaries,\nwhat\nha v e\ny ou.\nAnd\nso\nthat' s\nsomething\nthat\nwe 'v e\nseen\na\nlot\nof\nand\nthe\nCopilots\nar e\nfundamentally\nor chestr ations\nof\nthat.\nAnd\nso\nwe\nha v e\nall\nof\nthese\nser vices\na v ailable.\nThe\nthing\nthat' s\nfascinating\nis\nwhen\ny ou\nuse\nsomething\nlik e\nP ower\nVir tual\nAgent,\ny ou\nha v e\na\nlow-code,\nno-code\nt ool\nt o\nbuild\neff ectiv ely\nthese\nAI\npr oducts\nor\nfull-\ufb02edged\nCopilots\nlik e\nwe 'v e\nbuilt.\nAnd\nall\nthe\nunderlying\nprimitiv es\nfor\nthat\nar e\na v ailable\non\nA zur e.\nThe\nt ool\nchain\nis\na v ailable\non\nA zur e\nand\nthe\nspeed\nwith\nwhich\ncust omers\nar e\nable\nt o\ndeplo y\nthem,\nISVs\nar e\nable\nt", "start_char_idx": 0, "end_char_idx": 1037, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "16c0fe25-68e9-4da7-b7dd-0c163fc33c8d": {"__data__": {"id_": "16c0fe25-68e9-4da7-b7dd-0c163fc33c8d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6b787e31-54e7-44fe-b2c8-8dbe72ea67a3", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "b436a0e48f89b1ac5004ce9ae37120a16b229d62fb8e07994a14c3cd28754543", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "cbbcff0f-7b4f-494b-b7e5-2e1d756392b6", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "d27504768b4c84b50afef12233065fff3aef071634d975dbac3bd13052aceba2", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2ccd3d14-ca74-4cf9-8eda-dd1e8ac671e4", "node_type": "1", "metadata": {}, "hash": "2a968723f7596958358973ca9fb49188b284c14a6818c49a09d49ecccfd42ae8", "class_name": "RelatedNodeInfo"}}, "hash": "4509f75f396caf0adf18d3a0b00d8309a01695e25ef553f649b474d09f5c2f8e", "text": "o\ndeplo y\nthem,\nISVs\nar e\nable\nt o\nbuild\nthem,\nis\npr etty\nimpr essiv e.\nOper at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nKash\nRangan\nwith\nGoldman\nSachs.\nKasthuri\nRangan\nCongr atulations\non\nthe\nquar ter .\nIf\nI\ncould,\nI\njust\nwanted\nt o\nget\ny our\nthoughts\nt o\nshift\nthe\ndiscussion\nawa y\nfr om\nCOGS\nand\nthe\nCapEx\nt o\nmor e\nof\nthe\nt op\nline\noutlook.\nIt\nlooks\nlik e\nA zur e\ngr owth\nr ate\nis\nde\ufb01nitely\nstar ting\nt o\nstabiliz e\nand\ngener ativ e\nAI\ncontribution\nt o\nA zur e\nis\nmeasur ably\nimpr o ving\nquar ter-o v er-quar ter ,\nand\noptimization\nin\na\nbr oader\nsense\nis\nalso\nstar ting\nt o\nsettle\ndown.\nWher e\ndoes\nthis\nlea v e\nwith\nthe\ncompany ' s\noutlook\nfor\nA zur e\ngr owth\nr ate\nin\nthe\nfutur e\nquar ters?\nAr e\nwe\nat\na\npoint\nwher e\nwe 'v e\nbott omed\nout,\nand\nwe\ncould\nstar t\nt o\nsee\nsome\nacceler ation\ndue\nt o\nthe\ntr ends\nwe\ndiscussed?\nAnd\nalso\nif\nwe\ntak e\nthe\nsuperset\nof\nMicr osoft\nCloud,\nwhen\ny ou\nthr ow\nin\nthe\nnew\npricing\nfor\nCopilot,\nit\ncer tainly\nlooks\nlik e\nthe\nT AMs\nar e\nopening\nup\nin\na\npr etty\nsigni\ufb01cant\nwa y .\nSo\nwhen\ny", "start_char_idx": 1005, "end_char_idx": 2032, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2ccd3d14-ca74-4cf9-8eda-dd1e8ac671e4": {"__data__": {"id_": "2ccd3d14-ca74-4cf9-8eda-dd1e8ac671e4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": 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"e5115a4f22ae9e8fdb3822289a8d9ec1227badd34f3c0251ce94e2c59d1e6b35", "class_name": "RelatedNodeInfo"}}, "hash": "2a968723f7596958358973ca9fb49188b284c14a6818c49a09d49ecccfd42ae8", "text": "etty\nsigni\ufb01cant\nwa y .\nSo\nwhen\ny ou\ntak e\nthe\nbr oader\nlens,\nthat\n21%,\n22%\ngr owth\nr ate\nthat\nSaty a\nand\nAmy\nr ef err ed\nt o,\nwhat\ncould\nbe\nthe\noutlook?\nCould\nwe\nbe\nt oo\noptimistic\nin\nenter taining\nhopes\nof\nsome\nkind\nof\nacceler ation\nin\nthe\ny ears\nahead?\nOr\nhow\ndo\ny ou\nthink\nabout\nthe\noutlook\non\nthe\nt op\nline?\nSaty a\nNadella\nSur e.\nKash,\nthanks\nfor\nthe\nquestion.\nSo\nma ybe\nI'll\nstar t\nand\nthen,\nAmy ,\ny ou\ncan\nadd\nbecause\nI\nthink\n--\nwe\ndo\nthink\nabout\nwhat' s\nthe\nlong-term\nT AM\nher e,\nright?\nI\nmean\nthis\nis\n--\ny ou'v e\nhear d\nme\ntalk\nabout\nthis\nas\na\nper centage\nof\nGDP ,\nwhat' s\ngoing\nt o\nbe\ntech\nspend?\nIf\ny ou\nbelie v e\nthat,\nlet' s\nsa y ,\nthe\n5%\nof\nGDP\nis\ngoing\nt o\ngo\nt o\n10%\nof\nGDP ,\nma ybe", "start_char_idx": 2000, "end_char_idx": 2697, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cb5bd9d1-c73d-43f6-916b-650f6e5fadc3": {"__data__": {"id_": "cb5bd9d1-c73d-43f6-916b-650f6e5fadc3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "78f056cc-07e4-416a-b1cb-d7024ac8adcf", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "06530deb8f74baa41efa4739739b4d0cd8ef7bce529eeeb46d9467ef65693b9c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2ccd3d14-ca74-4cf9-8eda-dd1e8ac671e4", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "2a968723f7596958358973ca9fb49188b284c14a6818c49a09d49ecccfd42ae8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8c617107-16e5-43a0-9d18-20e9b3c87b60", "node_type": "1", "metadata": {}, "hash": "9e9d1a76852eb6899103d2e2dbd22c5e2f70b4aee1c93259ad34637c9c79ab5a", "class_name": "RelatedNodeInfo"}}, "hash": "e5115a4f22ae9e8fdb3822289a8d9ec1227badd34f3c0251ce94e2c59d1e6b35", "text": "that\ngets\nacceler ated\nbecause\nof\nthe\nAI\nwa v e.\nThen\nthe\nquestion\nis\nhow\nmuch\nof\nthat\ngoes\nt o\nthe\nv arious\npar ts\nof\nour\nCommer cial\nCloud\nand\nthen\nhow\ncompetitiv e\nar e\nwe\nin\neach\nla y er ,\nright?\nSo\nif\ny ou\nsor t\nof\nbr eak\nit\ndown,\ny ou\nsor t\nof\ntalk ed\nabout\nhow\nMicr osoft\n365,\nwe\nthink\nof\nthis\nCopilot\nas\na\nthir d\npillar ,\nright?\nW e\nhad\nthe\ncr eation\nt ools.\nW e\nthen\nhad\nall\nthe\ncommunication\nand\ncollabor ation\nser vices,\nand\nwe\nthink\nthe\nAI\nCopilot\nis\na\nthir d\npillar .\nSo\nwe\nar e\nex cited\nabout\nit.\nAmy\ntalk ed\nabout\nhow\nwe\nwant\nt o\nget\nit\nout\n\ufb01rst\nand\npar t\nof\nthis\npr e view .\nAnd\nthen\nin\nthe\nsecond\nhalf\nof\nthe\nnext\n\ufb01scal\ny ear ,\nwe 'll\nstar t\ngetting\nsome\nof\nthe\nr eal\nr e v enue\nsignal\nfr om\nit.\nSo\nwe 'r e\nlooking\nfor war d\nt o\nit.\nBut\nwe\nthink\nof\nit\nlong\nterm\nas\na\nthir d\npillar ,\nlik e\nwe\nthought\nabout\nsomething\nlik e,\nsa y ,\nT eams\nor\nShar eP oint\nback\nin\nthe\nda y ,\nor\nwhat\nha v e\ny ou.\nThen\nA zur e,\nthe\nwa y\nI\nthink\nabout\nit\nis\nwe\nstill\nar e,\nwhate v er ,\ny ou'r e\ninning\n2\nor\ninning\n3\nof\ne v", "start_char_idx": 0, "end_char_idx": 1017, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8c617107-16e5-43a0-9d18-20e9b3c87b60": {"__data__": {"id_": "8c617107-16e5-43a0-9d18-20e9b3c87b60", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "78f056cc-07e4-416a-b1cb-d7024ac8adcf", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "06530deb8f74baa41efa4739739b4d0cd8ef7bce529eeeb46d9467ef65693b9c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "cb5bd9d1-c73d-43f6-916b-650f6e5fadc3", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "e5115a4f22ae9e8fdb3822289a8d9ec1227badd34f3c0251ce94e2c59d1e6b35", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "bd267422-9738-4757-ba90-48e854ea30cf", "node_type": "1", "metadata": {}, "hash": "04a9444b4d9b18ac427f3a7466bad958f21d4f38d036125b74ef3ed6060ec01a", "class_name": "RelatedNodeInfo"}}, "hash": "9e9d1a76852eb6899103d2e2dbd22c5e2f70b4aee1c93259ad34637c9c79ab5a", "text": ",\ny ou'r e\ninning\n2\nor\ninning\n3\nof\ne v en\nthe\ncloud\nmigr ation,\nespecially\nif\ny ou\nview\nit,\nright,\nwhether\nb y\nindustr y\nmo v es\nt o\nthe\ncloud,\nsegment\nmo v e\nt o\nthe\ncloud\nas\nwell\nas\ncountr y\nadoption\nof\nthe\ncloud,\nright?\nSo\nther e ' s\nstill\nearly\ninnings\nof\nthe\ncloud\nmigr ation\nitself.\nSo\nther e ' s\na\nlot\nther e\nstill.\nAnd\nthen\non\nt op\nof\nthat,\nther e ' s\nthis\ncomplete\nnew\nworld\nof\nAI\ndriving\na\nset\nof\nnew\nworkloads.\nAnd\nso\nwe\nthink\nof\nthat,\nagain,\nbeing\npr etty\nexpansiv e\nfr om\na\nT AM\noppor tunity\nand\nwe 'll\npla y\nit\nout.\nBut\nat\nthe\nsame\ntime,\nwe\nar e\na\n$111\nbillion\ncommer cial\ncloud\nthat\nhas\ngr own\nin\n20s,\nand\nso\nther efor e,\nwe\ndo\nhit\nlaw\nof\nlar ge\nnumbers.\nBut\nthat\nsaid,\nwe\ndo\nthink\nthat\nthis\nis\na\nbusiness\nthat\ncan\nha v e\nsustained\nhigh\ngr owth,\nwhich\nis\nsomething\nthat\nwe\nar e\nex cited\nabout.\nA my\nHood\nAnd\nI\nthink\nthe\nonly\nthing,\nKash,\nI\nwould\nadd\nis,\nI\nthink\nin\nsome\nwa ys,\nwhat\nwe 'r e\nr eally\npointing\nt o\nis\nther e ' s\na\npr ocess\nher e.\nW e\nsee\nthe\ndemand\nsignal\nis\nquite\nstr ong.\nIt\nr emains\nstr ong.\nI'", "start_char_idx": 979, "end_char_idx": 2004, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "bd267422-9738-4757-ba90-48e854ea30cf": {"__data__": {"id_": "bd267422-9738-4757-ba90-48e854ea30cf", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "78f056cc-07e4-416a-b1cb-d7024ac8adcf", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "06530deb8f74baa41efa4739739b4d0cd8ef7bce529eeeb46d9467ef65693b9c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8c617107-16e5-43a0-9d18-20e9b3c87b60", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "9e9d1a76852eb6899103d2e2dbd22c5e2f70b4aee1c93259ad34637c9c79ab5a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "33ee9de0-9dcc-4957-a412-420e5ba4a2c0", "node_type": "1", "metadata": {}, "hash": "4cf72fc555a6d4281de4fbd326258c96fd51d1e06b1c1fee5f81bbff950f7e1e", "class_name": "RelatedNodeInfo"}}, "hash": "04a9444b4d9b18ac427f3a7466bad958f21d4f38d036125b74ef3ed6060ec01a", "text": "ong.\nIt\nr emains\nstr ong.\nI' m\nthrilled\nwith\nall\nthe\npr oduct\nannouncements\nwe 'v e\nmade.\nI' m\nthrilled\nwith\nthem\nmo ving\nt o\npaid\npr e view\nand\nthen\nmo ving\nt o\nGA.\nThe y\nabsolutely\nar e\nexpansiv e\nin\nterms\nof\naddr essable\nmark et.\nThe y\nr each\nnew\nbudget\npools\nis\nalmost\nthe\nwa y\nI\ntalk\nabout\nit\na\nlot\nin\nterms\nof\nhow\nCIOs\nor\nCFOs\nthat\nI\ntalk\nt o\nthink\nabout\nthat\ninv estment.\nSo\na\ngr owing\noppor tunity .\nAnd\nas\ny ou\nknow ,\nwe 'r e\nfocused\non\nex ecuting\nagainst\nthat.\nAnd\nthen\nr e v enue\nis\nan\noutcome.\nBut\nit\ncer tainly\ndoes\nr equir e\n--\nthe\ndemand\nsignal\nr equir es\nthe\ncapital\nexpense\nand\nthen\ncr eates\nthe\noppor tunity .\nAnd\nthat' s\nwhy\nI\nthink,\nin\nsome\nwa ys,\nwe 'r e\nspending\na\nlittle\nmor e\ntime\ntalking\nabout\nsome\nof\nthat\ninv estment\nis\nbecause\nit\nis\nthe\ndemand\nsignal.", "start_char_idx": 1976, "end_char_idx": 2755, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "33ee9de0-9dcc-4957-a412-420e5ba4a2c0": {"__data__": {"id_": "33ee9de0-9dcc-4957-a412-420e5ba4a2c0", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fce7be6b-dbbb-449d-a349-b8330c83a7d0", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "ca909c9eedfbaff30a0d87f3a7131778d6e276c65e7f2dcdad98ac9e14586f11", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "bd267422-9738-4757-ba90-48e854ea30cf", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "04a9444b4d9b18ac427f3a7466bad958f21d4f38d036125b74ef3ed6060ec01a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a36d81f1-33d8-4758-baaa-83a04b45fbf2", "node_type": "1", "metadata": {}, "hash": "d30e8f8cbea391e5b2f34aaf11f4654ba71c69b5a9892295ea9452f42aabb7f8", "class_name": "RelatedNodeInfo"}}, "hash": "4cf72fc555a6d4281de4fbd326258c96fd51d1e06b1c1fee5f81bbff950f7e1e", "text": "Oper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nKarl\nK eirstead\nwith\nUBS.\nKarl\nK eirstead\nOka y ,\ngr eat.\nAmy ,\nif\nI\ncould\ndouble-click\na\nlittle\nbit\non\nthe\nex citing\nnews\nar ound\nM365\nCopilot\nas\ne v er ybody\non\nthe\nline\nlooks\nt o\nla y er\nthat\noppor tunity\nint o\nour\nmodels,\nI\njust\nwanted\nt o\nget\ny our\nviews.\nAr e\nther e\nany\nguar dr ails\ny ou' d\noff er\nus\nt o\nsor t\nof\nk eep\nus\nin\nline?\nIs\nther e\na\ndegr ee\nof\ngr oss\nmar gin\npr essur e\nin\nthe\nO\ufb03ce\nsegment?\nIn\nother\nwor ds,\nis\nit\na\nfairly\ncost-intensiv e\nnew\npr oduct\nthat\nwe\nshould\nk eep\nin\nmind?\nAnd\nalso,\ncould\nit\npull\nalong\nA zur e\nin\nthe\nsense\nthat\ny ou\nneed\nA zur e\nAD\nand\nperhaps\nsome\nof\nthe\nother\ncybersecurity\npr oducts?\nSo\na\nlittle\ncolor\nther e\nmight\nhelp\ne v er ybody\nwith\ntheir\nmodeling\nex er cise\nt onight\nand\nin\nthe\ncoming\nweeks.\nA my\nHood\nThanks,\nKarl.\nI\nthink\nma ybe\nI'll\n\ufb01rst\nstar t\nwith\nthe\npr ocess\nwe\nha v e\nwhen\nwe\nr elease\nnew\npr oducts.\nAnd\nI\nabsolutely\nunderstand\nwe\nar e\nex cited,\nt oo,\nb y\nthe\ndemand\nsignal,\nthe\ncust omer\nr eaction,\nr eally\nthe\nr equests\nwe 'r", "start_char_idx": 0, "end_char_idx": 1042, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a36d81f1-33d8-4758-baaa-83a04b45fbf2": {"__data__": {"id_": "a36d81f1-33d8-4758-baaa-83a04b45fbf2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fce7be6b-dbbb-449d-a349-b8330c83a7d0", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "ca909c9eedfbaff30a0d87f3a7131778d6e276c65e7f2dcdad98ac9e14586f11", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "33ee9de0-9dcc-4957-a412-420e5ba4a2c0", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "4cf72fc555a6d4281de4fbd326258c96fd51d1e06b1c1fee5f81bbff950f7e1e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3e53e4b1-ceef-48fe-b005-808cf18b68ec", "node_type": "1", "metadata": {}, "hash": "11979c9f8e8ca0eeec0424f3f6aa53e9a033fb0180738dca19bcd03dae7c4e33", "class_name": "RelatedNodeInfo"}}, "hash": "d30e8f8cbea391e5b2f34aaf11f4654ba71c69b5a9892295ea9452f42aabb7f8", "text": "omer\nr eaction,\nr eally\nthe\nr equests\nwe 'r e\ngetting\nt o\nbe\nin\nthe\npaid\npr e view .\nIt' s\nall\nencour aging.\nAs\ny ou\nknow ,\nwe 'v e\n--\nlast\nweek,\nwe\nannounced\npricing,\nthen\nwe 'll\ncontinue\nt o\nwork\nthr ough\nthe\npaid\npr e view\npr ocess\nget\ngood\nf eedback.\nThen\nwe 'll\nannounce\nthe\ngener al\na v ailability\ndate,\nthen\nwe 'll\nget\nt o\nthe\nGA\ndate.\nThen\nwe 'll,\nof\ncourse,\nbe\nable\nt o\nsell\nit\nand\nthen\nr ecogniz e\nr e v enue.\nAnd\nthat\nis\nwhy\nI\ncontinue\nt o\nsa y\nthat\nI\nam\njust\nas\nex cited\nas\ne v er y one\nelse\nabout\nthis,\nand\nit\nshould\nbe\nmor e\nH2\nweighted.\nAnd\nwe 'v e,\nI\nthink,\ngiv en\ny ou\nsome\nsizing\noppor tunities.\nAnd\nI\nthink\nI\nwould\nuse\nall\nthat.\nBut\nI\ndo\nthink\nthis\nis\nr eally\nabout\npacing.\nAnd\nof\ncourse,\nwe 'v e\nstill\ngot\nt o\nget\nour\nSecurity\nCopilot\nand\nsome\nof\nthe\nDynamics\nworkloads\npriced\nand\nr eleased.\nAnd\nwe 'll\ncontinue\nt o\nwork\nt owar d\nthat.\nAnd\nof\ncourse,\nI\nthink\none\nof\nthe\nthings\nthat\npeople\noften,\nI\nthink,\no v erlook\nis,\nand\nSaty a\nmentioned\nit\nbrie\ufb02y\nwhen\ny ou\ngo\nback\nt o\nthe\npull\non\nA zur e,\nI\nthink\nin\nmany\nwa", "start_char_idx": 999, "end_char_idx": 2031, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3e53e4b1-ceef-48fe-b005-808cf18b68ec": {"__data__": {"id_": "3e53e4b1-ceef-48fe-b005-808cf18b68ec", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fce7be6b-dbbb-449d-a349-b8330c83a7d0", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "ca909c9eedfbaff30a0d87f3a7131778d6e276c65e7f2dcdad98ac9e14586f11", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a36d81f1-33d8-4758-baaa-83a04b45fbf2", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "d30e8f8cbea391e5b2f34aaf11f4654ba71c69b5a9892295ea9452f42aabb7f8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "888289b1-3c80-46b5-b073-fbfd6f801759", "node_type": "1", "metadata": {}, "hash": "f7e74c57b0942ab0bb0ff03271819c56ad056aca585602818d4a74dd2c8b7447", "class_name": "RelatedNodeInfo"}}, "hash": "11979c9f8e8ca0eeec0424f3f6aa53e9a033fb0180738dca19bcd03dae7c4e33", "text": "zur e,\nI\nthink\nin\nmany\nwa ys,\nlots\nof\nthese\nAI\npr oducts\npull\nalong\nA zur e\nbecause\nit' s\nnot\njust\nthe\nAI\nsolution\nser vices\nthat\ny ou\nneed\nt o\nbuild\nan\napp.\nAnd\nso\nit' s\nless\nabout\nMicr osoft\n365\npulling\nit\nalong\nor\nany\none\nCopilot.\nIt' s\nthat\nwhen\ny ou'r e\nbuilding\nthese,\nit\nr equir es\ndata\nand\nit\nr equir es\nthe\nAI\nser vices.\nSo\ny ou'll\nsee\nthem\npull\nboth\ncor e\nA zur e\nand\nAI\nA zur e\nalong\nwith\nthem.\nAnd\nI\nthink\nthat' s\nan\nimpor tant\nnuance\nas\nwell.\nSaty a\nNadella", "start_char_idx": 2006, "end_char_idx": 2476, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "888289b1-3c80-46b5-b073-fbfd6f801759": {"__data__": {"id_": "888289b1-3c80-46b5-b073-fbfd6f801759", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "076f12ca-0b6f-489f-bdd4-629c95da0db0", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "fb1b26901be22f22a9d629f4ce8a27e15b4fd4bc4d3cac412a28590839f51eb2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3e53e4b1-ceef-48fe-b005-808cf18b68ec", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "11979c9f8e8ca0eeec0424f3f6aa53e9a033fb0180738dca19bcd03dae7c4e33", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "aae599f3-225b-4ed0-af9e-853a51c0360e", "node_type": "1", "metadata": {}, "hash": "a579fe07094e0a45c5c09ce0010e18c08d3a7d998ebda72370f488cd31c85281", "class_name": "RelatedNodeInfo"}}, "hash": "f7e74c57b0942ab0bb0ff03271819c56ad056aca585602818d4a74dd2c8b7447", "text": "Y es.\nIf\nI\ncould\njust\nadd\nt o\nwhat\nAmy\nsaid,\nthe\nplatform\neff ect\nher e\nis\nr eally\nall\nabout\nthe\nextensibility\nof\nthe\nCopilots.\nY ou\nsee\nthat\nt oda y\nwhen\npeople\nbuild\napplications\nin\nT eams\nthat\nar e\nbuilt\non\nP ower\nApps\nand\nthose\nP ower\nApps\nhappen\nt o\nuse\nsomething\nlik e\nSQL\nDB\non\nA zur e.\nThat' s\nlik e\na\nclassic\nline\nof\nbusiness\nextension.\nSo\ny ou'll\nsee\nthe\nsame\nthing.\nWhen\nI\nha v e\na\nCopilot\nplug-in,\nthat\nplug-in\nuses\nA zur e\nAI,\nA zur e\nmeters,\nA zur e\ndata\nsour ces,\nA zur e\nsemantic\nsear ch.\nSo\ny ou'll\nsee,\nob viously ,\na\npull\nthr ough\nnot\nonly\non\nthe\nidentity\nor\nsecurity\nla y er ,\nbut\nin\nthe\ncor e\nP aaS\nser vices\nof\nA zur e\nplus\nthe\nCopilot\nextensibility\nin\nM365.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nMark\nMurphy\nwith\nJPMor gan.\nMark\nMurphy\nSaty a,\nther e ' s\nso\nmuch\ne vidence\nnow\nthat\nGitHub\nCopilot\nis\nboosting\nde v eloper\npr oductivity\nb y\n40%\nt o\n50%\nor\nmor e,\nand\nit' s\nr esulting\nin\nhigher\nquality\ncode.\nDo\ny ou\nenvision\na\nsimilar\nle v el\nof\npr oductivity\nboost\nfor\nthe\nMicr osoft\n365\nCopilots\nor\nthe\nSecurity\nCopilot\nor\nthe\nSales\nCopilot?\nIn\nother\nwor", "start_char_idx": 0, "end_char_idx": 1092, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "aae599f3-225b-4ed0-af9e-853a51c0360e": {"__data__": {"id_": "aae599f3-225b-4ed0-af9e-853a51c0360e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "076f12ca-0b6f-489f-bdd4-629c95da0db0", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "fb1b26901be22f22a9d629f4ce8a27e15b4fd4bc4d3cac412a28590839f51eb2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "888289b1-3c80-46b5-b073-fbfd6f801759", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "f7e74c57b0942ab0bb0ff03271819c56ad056aca585602818d4a74dd2c8b7447", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5021e7af-9525-454d-abb9-7534cdb5222c", "node_type": "1", "metadata": {}, "hash": "114b6546e735e919270e1d674b1bd43317f5b40f7eb875ad8f08b8914c715d32", "class_name": "RelatedNodeInfo"}}, "hash": "a579fe07094e0a45c5c09ce0010e18c08d3a7d998ebda72370f488cd31c85281", "text": "ds,\ncan\ne v er y\nr oom\nin\nthe\nhouse\nbe\nr emodeled\nt o\na\nsimilar\nextent\nsuch\nthat,\nthat\nv alue\npr oposition\nis\npr etty\nele v ated\nacr oss\nthe\nentir e\nstack?\nSaty a\nNadella\nY es.\nJudson\nAlthoff\nwould\nlo v e\ny ou\nfor\nha ving\nused\nhis\nmetaphor\nof\nr emodeling\ne v er y\nr oom\nof\nthe\nhouse\nwith\nAI\nbecause\ny ou'r e\nabsolutely\nright.\nI\nmean\nthat' s\nthe\noppor tunity\nwe\nsee.\nI\nthink\nwhat\ny ou'r e\nalso\nr ef er encing\nis\nnow\nther e ' s\ngood\nempirical\ne vidence\nand\ndata\nar ound\nthe\nGitHub\nCopilot\nand\nthe\npr oductivity\nstats\nar ound\nit.\nAnd\nwe 'r e\nactiv ely\nworking\non\nthat\nfor\nM365\nCopilot,\nalso\nfor\nthings\nlik e\nthe\nr ole-based\nones\nlik e\nSales\nCopilot\nor\nSer vice\nCopilot.\nW e\nsee\nthese\nbusiness\npr ocesses\nha ving\nv er y\nhigh\npr oductivity\ngains.\nAnd\nso\ny es,\no v er\nthe\ncourse\nof\nthe\ny ear ,\nwe\nwill\nha v e\nall\nof\nthat\ne vidence.\nAnd\nI\nthink\nat\nthe\nend\nof\nthe\nda y ,\nas\nAmy\nr ef er enced,\ne v er y\nCFO\nand\nCIO\nis\nalso\ngoing\nt o\ntak e\na\nlook\nat\nthis.\nI\ndo\nthink\nfor\nthe\n\ufb01rst\ntime\n--\nor\nr ather ,\nI\ndo\nthink\npeople\nar e\ngoing\nt", "start_char_idx": 1093, "end_char_idx": 2114, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5021e7af-9525-454d-abb9-7534cdb5222c": {"__data__": {"id_": "5021e7af-9525-454d-abb9-7534cdb5222c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "076f12ca-0b6f-489f-bdd4-629c95da0db0", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "fb1b26901be22f22a9d629f4ce8a27e15b4fd4bc4d3cac412a28590839f51eb2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "aae599f3-225b-4ed0-af9e-853a51c0360e", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "a579fe07094e0a45c5c09ce0010e18c08d3a7d998ebda72370f488cd31c85281", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5660e791-ef45-48c6-be74-c10616a7723d", "node_type": "1", "metadata": {}, "hash": "b338d2e5eabd3f159aacdf00d212691c0fb9f8ff8b2bb6a3282c538bf7e4d165", "class_name": "RelatedNodeInfo"}}, "hash": "114b6546e735e919270e1d674b1bd43317f5b40f7eb875ad8f08b8914c715d32", "text": "ather ,\nI\ndo\nthink\npeople\nar e\ngoing\nt o\nlook\nat\nhow\ncan\nthe y\ncomplement\ntheir\nOpEx\nspend\nwith\nessentially\nthese\nCopilots\nin\nor der\nt o\ndriv e\nmor e\ne\ufb03ciency\nand,\nquite\nfr ankly ,\ne v en\nr educe\nthe\nbur den\nand\ndrudger y\nof\nwork\non\ntheir\nOpEx\nand\ntheir\npeople\nand\nso\non.\nSo\nther efor e,\nI\nthink\ny ou'r e\ngoing\nt o\nsee\nall\nof\nthat\ntr anslated\nint o\npr oductivity\nstats,\nand\nwe 'r e\nlooking\nfor war d\nt o\ngetting\nthat\ndata\nout.", "start_char_idx": 2076, "end_char_idx": 2502, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5660e791-ef45-48c6-be74-c10616a7723d": {"__data__": {"id_": "5660e791-ef45-48c6-be74-c10616a7723d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cea68b1f-5b97-4f98-9e6e-f3609b200582", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "5b2497ad41ccb0a44390574778bcbdcee029231327084067434342600f85792e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5021e7af-9525-454d-abb9-7534cdb5222c", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "114b6546e735e919270e1d674b1bd43317f5b40f7eb875ad8f08b8914c715d32", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4ea1ca14-3b15-4068-ae92-6ffa878b172b", "node_type": "1", "metadata": {}, "hash": "70b0a161159dcb96d99309b890f5407c820fb817f3d2bf3d616a1253b1e59cb1", "class_name": "RelatedNodeInfo"}}, "hash": "b338d2e5eabd3f159aacdf00d212691c0fb9f8ff8b2bb6a3282c538bf7e4d165", "text": "Oper at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nAlex\nZ ukin\nwith\nW olf e\nResear ch.\nAleksandr\nZ ukin\nI\nguess\nma ybe\njust\na\nmulti-par ter .\nY ou\nmentioned\na\ncouple\nof\ntimes\nthat\nwith\nthe\nAI\nworkload\nadoption\nthat\ny ou'r e\nseeing\non\nA zur e,\nit' s\nstar ting\nt o\nlook\nma ybe\na\nlittle\nbit\ndiff er ent\nfr om\nan\nincr emental\nshar e\ngain\nperspectiv e\nv ersus\npr e vious\ngener ations.\nCan\ny ou\nma ybe\nexpand\nupon\nthat?\nHow\nshould\nthat\ndriv e\nfor\nA zur e\nconsumption,\npar ticularly\nas\nwe\nget\nthr ough\nthe\ny ear?\nAnd\ndo\ny ou\nsee\na\nscenario\nwher e\neither\nthe\ncombination\nof\nlapping\nthe\noptimization\nheadwind,\nplus\nthe\nAI\ncontribution,\nplus\nthis\nincr emental\ntailwind\nthat\ny ou'r e\nseeing\nar ound\nthe\nworkloads\nactually\ndoes\ndriv e\na\nr eacceler ation\nin\nA zur e,\npar ticularly\nin\nthe\nsecond\nhalf\nwhen\ny ou'r e\ngoing\nt o\nstar t\nt o\nsee\nsome\nof\nthose\nthings\nkick\nin?\nSaty a\nNadella\nY es.\nI\nmean\nthe\nthing\nthat\nwe\nar e\nboth\nseeing\nand\nex cited\nabout\nis\nboth\nthe\nnew\nworkloads.\nI\nmean\nif\ny ou\nthink\nabout\nA zur e,\nwe\nha v e\ngr own\nA zur e\no v er\nthe\ny ears\ncoming\nfr om\nbehind.\nAnd\nher e\nwe\nar e\nas\na\nstr", "start_char_idx": 0, "end_char_idx": 1093, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4ea1ca14-3b15-4068-ae92-6ffa878b172b": {"__data__": {"id_": "4ea1ca14-3b15-4068-ae92-6ffa878b172b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cea68b1f-5b97-4f98-9e6e-f3609b200582", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "5b2497ad41ccb0a44390574778bcbdcee029231327084067434342600f85792e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5660e791-ef45-48c6-be74-c10616a7723d", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "b338d2e5eabd3f159aacdf00d212691c0fb9f8ff8b2bb6a3282c538bf7e4d165", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2a3ad561-c8c9-4b6e-9878-138775c06646", "node_type": "1", "metadata": {}, "hash": "9b20ee1607d6ab18c23136d76605145c8829f5a248904488a00d0d527f4f9c78", "class_name": "RelatedNodeInfo"}}, "hash": "70b0a161159dcb96d99309b890f5407c820fb817f3d2bf3d616a1253b1e59cb1", "text": "om\nbehind.\nAnd\nher e\nwe\nar e\nas\na\nstr ong\n#2\nin\nthe\nlead\nwhen\nit\ncomes\nt o\nthese\nnew\nworkloads.\nSo\nfor\nexample,\nwe\nar e\nseeing\nnew\nlogos,\ncust omers\nwho\nma y\nha v e\nused\nout\nof\nthe\ncloud\nfor\nmost\nof\nwhat\nthe y\ndo,\nor\nfor\nthe\n\ufb01rst\ntime,\nsor t\nof\nstar ting\nt o\nuse\nA zur e\nfor\nsome\nof\ntheir\nnew\nAI\nworkloads.\nW e\nalso\nha v e\ne v en\ncust omers\nwho 'v e\nused\nmultiple\nclouds\nwho\nuse\nthat\nfor\na\nclass\nof\nsor t\nof\nworkloads\nalso\nstar t\nnew\npr ojects\nwhen\nit' s\ntr ansf err ed\nin\ndata\nand\nAI,\nwhich\nthe y\nwer e\nusing\nother\nclouds.\nSo\nwhat\nI\nthink\ny ou\nwill\nsee\nus\nis\nmor e\nshar e\ngains,\nmor e\nlogo\ngains,\nr educing\nour\nCA C\ne v en.\nAnd\nso\nthose\nar e\nthe\nthings\nof\npoints\nof\nle v er age.\nBut\nat\nthe\nsame\ntime,\nwe\nar e\nnot\na\nsmall\nbusiness\nanymor e\nin\nany\nof\nthese\nthings.\nW e 'r e\nsigni\ufb01cantly\n--\nwe\nha v e\nsigni\ufb01cant\nscale.\nAnd\nso,\ny es,\nwe\ncelebr ate.\nThat' s\nwhy\nwe 'r e\ne v en\ngiving\ny ou\nthe\nvisibility\nat\n1\npoint\nof\nit\nshowing\nup\nthis\nquar ter ,\na\ncouple\nof\npoints\nshowing\nup\nnext\nquar ter .\nAnd\nthose\nar", "start_char_idx": 1056, "end_char_idx": 2058, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2a3ad561-c8c9-4b6e-9878-138775c06646": {"__data__": {"id_": "2a3ad561-c8c9-4b6e-9878-138775c06646", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cea68b1f-5b97-4f98-9e6e-f3609b200582", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "5b2497ad41ccb0a44390574778bcbdcee029231327084067434342600f85792e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4ea1ca14-3b15-4068-ae92-6ffa878b172b", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "70b0a161159dcb96d99309b890f5407c820fb817f3d2bf3d616a1253b1e59cb1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "58216eb9-fc43-4ad9-87af-4c260a57ebff", "node_type": "1", "metadata": {}, "hash": "74d443334e325d6429346f2794c2eaedcc24724cc96082217148f157c3510f28", "class_name": "RelatedNodeInfo"}}, "hash": "9b20ee1607d6ab18c23136d76605145c8829f5a248904488a00d0d527f4f9c78", "text": "ter .\nAnd\nthose\nar e\nmaterial\nnumbers.\nAnd\nso\nthat' s\nkind\nof\nwhat\nI\nthink\nwill\ntr ack.\nAnd\nI\nthink\nAmy\nmentioned\nit\nbecause\nwe\nwant\n--\nther e\nar e\n2\npar ts\nt o\ne v en\nAI,\nright?\nTher e ' s\nthe\nmodels\nthemselv es\nwith\nour\npar tnership\nwith\nOpenAI.\nThat' s\nsor t\nof\none\ntype\nof\nspend\non\ncompute.\nAnd\nthe\nother\nis\nmuch\nmor e\nr e v enue-driv en,\nright,\nwhich\nis\nwe\nwill\ntr ack\nthe\ninf er ence\ncost\nt o\nthe\nr e v enue\nand\ndemand.\nAnd\ny ou'r e\nalr eady\nseeing\nboth\nof\nthose\npla y\nout.\nOper at or", "start_char_idx": 2040, "end_char_idx": 2530, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "58216eb9-fc43-4ad9-87af-4c260a57ebff": {"__data__": {"id_": "58216eb9-fc43-4ad9-87af-4c260a57ebff", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "65232570-55da-4e08-954e-a22ce6e28f2f", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "8f5a7a9f4f7d6ba7587d8d2518ad344be08ec79da4556660e6c764128cf4bd32", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2a3ad561-c8c9-4b6e-9878-138775c06646", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "9b20ee1607d6ab18c23136d76605145c8829f5a248904488a00d0d527f4f9c78", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "61190b6b-dd45-4567-a8e0-7d19b0c49355", "node_type": "1", "metadata": {}, "hash": "c0223eba63a377529c1bef7fecb695bd4ea2d7e7986227081e17fb2518e211af", "class_name": "RelatedNodeInfo"}}, "hash": "74d443334e325d6429346f2794c2eaedcc24724cc96082217148f157c3510f28", "text": "Our\nlast\nquestion\nwill\ncome\nfr om\nthe\nline\nof\nKirk\nMaterne\nwith\nE v er cor e\nISI.\nKirk\nMaterne\nSaty a,\nI\nwas\nwondering\nif\ny ou\ncould\nexpand\na\nlittle\nbit\non\ny our\ncomments\non\ndata\nplatforms.\nI\nthink\nwe 'v e\nhear d\na\nlot\no v er\nthe\nlast\nquar ter\nor\nso\nabout\nif\ny ou\ndon 't\nha v e\na\ndata\nstr ategy ,\nit' s\nt ough\nt o\nha v e\nan\nAI\nstr ategy .\nCan\ny ou\njust\ntalk\nabout\nwher e\ncust omers\nar e\nright\nnow\nin\nthat\njourne y\nt o\nha v e\na\nmor e,\nI\nguess,\nthoughtful\ndata\nstr ategy?\nAnd\nwhat\ndoes\nthat\nmean\nin\nterms\nof\ntheir\nability\nt o\nadopt\nAI\nser vices?\nMeaning\ndo\nthe y\nha v e\nt o\nsor t\nof\ntackle\nthe\ndata\nissue\n\ufb01rst\nbefor e\nthe y\ncan\nr eally\ntak e\nadv antage\nof\nall\nthe\nAI\nser vices?\nOr\nhow\nshould\nwe\nthink\nabout\nthat\nsor t\nof\njuxtaposition?\nSaty a\nNadella\nY es,\nsur e.\nThank\ny ou\nfor\nthe\nquestion.\nY es,\nabsolutely .\nI\nthink\nha ving\ny our\ndata,\nin\npar ticular ,\nin\nthe\ncloud\nis\nsor t\nof\nk e y\nt o\nhow\ny ou\ncan\ntak e\nadv antage\nof\nessentially\nthese\nnew\nAI\nr easoning\nengines\nt o\ncomplement,\nI'll\ncall\nit,\ny", "start_char_idx": 0, "end_char_idx": 998, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "61190b6b-dd45-4567-a8e0-7d19b0c49355": {"__data__": {"id_": "61190b6b-dd45-4567-a8e0-7d19b0c49355", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "65232570-55da-4e08-954e-a22ce6e28f2f", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "8f5a7a9f4f7d6ba7587d8d2518ad344be08ec79da4556660e6c764128cf4bd32", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "58216eb9-fc43-4ad9-87af-4c260a57ebff", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "74d443334e325d6429346f2794c2eaedcc24724cc96082217148f157c3510f28", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "dfb7ee26-63c3-43bd-9277-398f7b2d5ca0", "node_type": "1", "metadata": {}, "hash": "0294c185bd6f96d43e1437a5646bb7017c102966366fc7251fc34cf02dea37f4", "class_name": "RelatedNodeInfo"}}, "hash": "c0223eba63a377529c1bef7fecb695bd4ea2d7e7986227081e17fb2518e211af", "text": "o\ncomplement,\nI'll\ncall\nit,\ny our\ndatabases\nbecause\nthese\nAI\nengines\nar e\nnot\ndatabases,\nbut\nthe y\ncan\nr eason\no v er\ny our\ndata\nand\nt o\nhelp\ny ou\nthen\nget\nmor e\ninsights,\nmor e\ncompletions,\nmor e\npr edictions,\nmor e\nsummaries,\nand\nwhat\nha v e\ny ou.\nSo\nthose\nar e\nthe\nthings\nwhen\nwe\nsa y\nCopilot\ndesign\npattern,\nthat' s\nsor t\nof\nwhat\nthat\ndesign\npattern\nis\nall\nabout.\nThe\nthing\nthat\nperhaps\ne v en\nin\nthe\nlast\nquar ter ,\nand\nI\nhad\nthat\nin\nmy\nr emarks,\nthat' s\nmost\nex citing\nis\nhow\nwith\nMicr osoft\nF abric,\nespecially\nfor\nthe\nanalytics\nworkloads,\nwe\nbr ought\nt ogether\ncompute,\nst or age,\ngo v ernance\nwith\na\nv er y\ndisruptiv e\nbusiness\nmodel.\nI\nmean\nt o\ngiv e\ny ou\na\n\ufb02a v or\nfor\nit,\nright,\nso\ny ou\nha v e\ny our\ndata\nin\nan\nA zur e\ndata\nlak e.\nY ou\ncan\nbring\nSQL\nCompute\nt o\nit.\nY ou\ncan\nbring\nSpark\nt o\nit.\nY ou\ncan\nbring\nA zur e\nAI\nor\nA zur e\nOpenAI\nt o\nit,\nright?\nSo\nthe\nfact\nis\ny ou\nha v e\nst or age\nsepar ated\nfr om\nall\nthese\ncompute\nmeters,\nand\nthe y 'r e\nall\ninter changeable,\nright?\nSo\ny ou\ndon 't\nha v e\nt o\nbuy\neach\nof\nthese\nsepar ately .\nThat' s\nthe\ndisruptiv", "start_char_idx": 969, "end_char_idx": 2038, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dfb7ee26-63c3-43bd-9277-398f7b2d5ca0": {"__data__": {"id_": "dfb7ee26-63c3-43bd-9277-398f7b2d5ca0", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "65232570-55da-4e08-954e-a22ce6e28f2f", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "8f5a7a9f4f7d6ba7587d8d2518ad344be08ec79da4556660e6c764128cf4bd32", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "61190b6b-dd45-4567-a8e0-7d19b0c49355", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "c0223eba63a377529c1bef7fecb695bd4ea2d7e7986227081e17fb2518e211af", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5ac27b1f-9ab7-41b9-8a7d-059334265e96", "node_type": "1", "metadata": {}, "hash": "05b83e464d5cce47d4a8b74071986ce65ffe88b8cb440b11e9dc688a1b79e3b2", "class_name": "RelatedNodeInfo"}}, "hash": "0294c185bd6f96d43e1437a5646bb7017c102966366fc7251fc34cf02dea37f4", "text": "ately .\nThat' s\nthe\ndisruptiv e\nbusiness\nmodel.\nSo\nI\nf eel\nthat\nwe\nar e\nwell\n--\nMicr osoft\nis\nv er y\nwell\npositioned\nwith\nthe\nwa y\nour\ndata\nar chitectur e\nla ys\nout\nour\nbusiness\nmodel\nar ound\ndata\nand\nhow\npeople\nwill\nplan\nt o\nuse\ndata\nwith\nAI\nser vices.\nSo\nthat' s\nkind\nof\nwhat\nI\nmean\nb y\ngetting\ny our\ndata\nestate\nin\nor der .\nAnd\nit' s\njust\nnot\ngetting\ndata\nestate\nin\nor der\nbut\ny ou\nha v e\nt o\nha v e\nit\nstructur ed\nsuch\nthat\ny ou\ncan\nha v e\nthe\n\ufb02exibility\nthat\nallows\ny ou\nt o\nex er cise\nthe\ndata\nand\ncompute\nin\ncombinations\nthat\nmak es\nsense\nfor\nthis\nnew\nage.\nBr ett\nIv ersen", "start_char_idx": 2009, "end_char_idx": 2588, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5ac27b1f-9ab7-41b9-8a7d-059334265e96": {"__data__": {"id_": "5ac27b1f-9ab7-41b9-8a7d-059334265e96", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript", "period": "Q4 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "07d7dc2c-c7a6-465b-993c-f202244bf83c", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "3aff7d789e84298743b41ae78d753ea6f954ffaa66d2a033c04ad93b29f5955c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "dfb7ee26-63c3-43bd-9277-398f7b2d5ca0", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript.pdf"}, "hash": "0294c185bd6f96d43e1437a5646bb7017c102966366fc7251fc34cf02dea37f4", "class_name": "RelatedNodeInfo"}}, "hash": "05b83e464d5cce47d4a8b74071986ce65ffe88b8cb440b11e9dc688a1b79e3b2", "text": "Thanks,\nKirk.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y ' s\nearnings\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y ,\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nSaty a\nNadella\nThank\ny ou,\nall.\nA my\nHood\nThank\ny ou,\nall.\nOper at or\nThank\ny ou,\ne v er y one.\nThis\nconcludes\nt oda y ' s\nconf er ence.\nY ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.\nThank\ny ou\nfor\ny our\npar ticipation.", "start_char_idx": 0, "end_char_idx": 390, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2231d1fb-62e9-473e-9974-503ff0b19dfd": {"__data__": {"id_": "2231d1fb-62e9-473e-9974-503ff0b19dfd", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "590ea91f-9412-4014-95ef-d9f6785b4a9b", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "a019ad9135c7a8b916d491a24a623a13eda1e5e7a43e3b7dca6aac86b7a6e05d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b5c2a741-14fc-4958-a0a7-139cee583c3a", "node_type": "1", "metadata": {}, "hash": "8a343d9d5eb8661884852f00308625e0ff0add4b1839407569ec246c0e3faf15", "class_name": "RelatedNodeInfo"}}, "hash": "28de3f970818a08063b56370e82d3c9f9e2c84b729f5efad6dc62daef3d8e255", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ3\n2023\nEarnings\nConf er ence\nCall\nApril\n25,\n2023\n5:30\nPM\nE T\nCompany\nP ar ticipants\nBr ett\nIv ersen\n-\nVP ,\nIR\nSaty a\nNadella\n-\nChairman\n&\nCEO\nAmy\nHood\n-\nCFO\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n-\nMor gan\nStanle y\nMark\nMoer dler\n-\nBernstein\nBr ent\nThill\n-\nJeff eries\nRaimo\nLenschow\n-\nBar cla ys\nK eith\nBachman\n-\nBMO\nKarl\nK eirstead\n-\nUBS\nRishi\nJaluria\n-\nRBC\nMichael\nT urrin\n-\nW ells\nF ar go\nOper at or\nGr eetings,\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2023\nThir d\nQuar ter\nEarnings\nConf er ence\nCall.\nA t\nthis\ntime,\nall\npar ticipants\nar e\nin\na\nlisten-only\nmode.\nA\nquestion-and-answer\nsession\nwill\nfollow\nthe\nformal\npr esentation.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nI\nwould\nnow\nlik e\nt o\nturn\nthe\nconf er ence\no v er\nt o\ny our\nhost,\nBr ett\nIv ersen,\nVice\nPr esident\nof\nInv est or\nRelations.\nPlease\ngo\nahead.\nBr ett\nIv ersen\nGood\nafternoon,\nand\nthank\ny ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nand\nChief\nEx ecutiv", "start_char_idx": 0, "end_char_idx": 1055, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: 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"metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "28de3f970818a08063b56370e82d3c9f9e2c84b729f5efad6dc62daef3d8e255", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2e9769f2-b846-4de9-acd0-4922038b246c", "node_type": "1", "metadata": {}, "hash": "eecd2e3a8df5148bf309dec3f34e2e4e3ddc5677725106a939f4959b7ecb85a2", "class_name": "RelatedNodeInfo"}}, "hash": "8a343d9d5eb8661884852f00308625e0ff0add4b1839407569ec246c0e3faf15", "text": "a\nNadella,\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer;\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer;\nAlice\nJolla,\nChief\nAccounting\nO\ufb03cer;\nand\nK eith\nDolliv er ,\nDeputy\nGener al\nCounsel.", "start_char_idx": 1016, "end_char_idx": 1182, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2e9769f2-b846-4de9-acd0-4922038b246c": {"__data__": {"id_": 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s\ncall.\nOn\nthis\ncall,\nwe\nwill\ndiscuss\ncer tain\nnon-GAAP\nitems.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nconsider ed\nas\na\nsubstitute\nfor\nor\nsuperior\nt o\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\ncompany ' s\nthir d\nquar ter\nper formance\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear ,\nunless\nother wise\nnoted.\nW e\nwill\nalso\npr o vide\ngr owth\nr", "start_char_idx": 0, "end_char_idx": 1123, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dad7c421-16b2-4033-b873-bfddb1f41b27": 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ating\nour\ncontinued\nleadership", "start_char_idx": 2194, "end_char_idx": 2733, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8de2e63d-ee29-44e3-86a2-09e88ed5586d": {"__data__": {"id_": "8de2e63d-ee29-44e3-86a2-09e88ed5586d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "f629add0-885b-46e8-9ee5-e7102977d0cb", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": 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oss\nour\nsolution\nar eas\nand\nexpanding\nour\nT AM.\nAnd\nthir d,\ndriving\noper ating\nle v er age,\naligning\nour\ncost\nstructur e\nwith\nour\nr e v enue\ngr owth.\nNow\nI'll\nhighlight\nexamples\nof\nour\npr ogr ess,\nstar ting\nwith\ninfr astructur e.\nA zur e\nt ook\nshar e\nas\ncust omers\ncontinue\nt o\nchoose\nour\nubiquit ous\ncomputing\nfabric\nfr om\ncloud\nt o\nedge,\nespecially\nas\ne v er y\napplication\nbecomes\nAI-power ed.\nW e\nha v e\nthe\nmost\npower ful\nAI\ninfr astructur e\nand\nit\u2019 s\nbeing\nused\nb y\nour\npar tner ,\nOpenAI,\nas\nwell\nas\nNVIDI A\nand\nleading\nAI\nstar t-ups\nlik e\nAdept\nand\nIn\ufb02ection\nt o\ntr ain\nlar ge\nmodels.\nOur\nA zur e\nOpenAI\nSer vice\nbrings\nt ogether\nadv anced\nmodels,\nincluding\nChatGPT\nand\nGPT -4\nwith\nthe\nenterprise\ncapabilities\nof\nA zur e.\nF r om\nCourser a\nand\nGr ammarly\nt o\nMer cedes-Benz\nand\nShell,\nwe\nnow\nha v e\nmor e\nthan\n2,500\nA zur e\nOpenAI\nSer vice\ncust 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o\ndatabase,\npowering\nthe\nworld' s\nmost\ndemanding\nworkloads\nat\nany\nscale.\nOpenAI\nr elies\non\nCosmos\nDB\nt o\ndynamically\nscale\ntheir\nChatGPT\nser vice,\none\nof\nthe\nfastest-gr owing\nconsumer\napps\ne v er ,\nenabling\nhigh\nr eliability\nand\nlow\nmaintenance.", "start_char_idx": 2125, "end_char_idx": 2745, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "61207c2e-6f0d-4e45-9529-1196f139da7d": {"__data__": {"id_": "61207c2e-6f0d-4e45-9529-1196f139da7d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e88521ac-1be2-499a-af35-12556d0c8f37", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "a1e9697a6bb370ddd64c2ef396248a713c0bbf96b08feba180955b2834bc73b2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b8d4fdfc-051f-4387-a9e8-3157be2845ee", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "e3e951ad82a33157d373f5e3454c07b576d82fb0c27e5bd1d2a8c2078fd152cb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "bb1219fd-220a-4932-a784-c17208f5c1c0", "node_type": "1", "metadata": {}, "hash": "6b693adcc5b33531523d3172af41a787de512987f68a1b5bba25c0f4a3c05378", "class_name": "RelatedNodeInfo"}}, "hash": "89ff9e912481499258d249b8785bc9110fbbf5ccc56da6a1280dd1ca7246245b", "text": "The\nNBA\nuses\nCosmos\nDB\nt o\ningest\nmor e\nthan\n10\nmillion\ndata\npoints\nper\ngame,\nhelping\nteams\noptimiz e\ntheir\ngamepla y .\nAnd\nwe\nar e\ntaking\nshar e\nwith\nour\nanalytics\nsolutions.\nCompanies\nlik e\nBP ,\nCanadian\nTir e,\nMarks\n&\nSpencer\nand\nT -Mobile\nall\nr ely\non\nour\nend-t o-end\nanalytics\nt o\nimpr o v e\nspeed\nt o\ninsight.\nNow\non\nt o\nde v elopers.\nF r om\nVisual\nStudio\nt o\nGitHub,\nwe\nha v e\nthe\nmost\npopular\nt ools\nt o\nhelp\ne v er y\nde v eloper\ngo\nfr om\nidea\nt o\ncode\nand\ncode\nt o\ncloud,\nall\nwhile\nsta ying\nin\ntheir\n\ufb02ow .\nT oda y ,\n76%\nof\nthe\nF or tune\n500\nuse\nGitHub\nt o\nbuild,\nship\nand\nmaintain\nsoftwar e.\nAnd\nwith\nGitHub\nCopilot,\nthe\n\ufb01rst\nat-scale\nAI\nde v eloper\nt ool,\nwe\nar e\nfundamentally\ntr ansforming\nthe\npr oductivity\nof\ne v er y\nde v eloper\nfr om\nno vices\nt o\nexper ts.\nIn\nthr ee\nmonths\nsince\nwe\nmade\nCopilot\nfor\nBusiness\nbr oadly\na v ailable,\no v er\n10,000\nor ganizations\nha v e\nsigned\nup,\nincluding\nthe\nlik es\nof\nCoca-Cola\nand\nGM\nas\nwell\nas\nDuolingo\nand\nMer cado\nLibr e,\nall\nof\nwhich\ncr edit\nCopilot\nwith\nincr easing\nthe\nspeed\nfor\ntheir\nde v elopers.\nW e 'r e\nalso\nbringing\nnext-gener ation\nAI\nt", "start_char_idx": 0, "end_char_idx": 1100, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "bb1219fd-220a-4932-a784-c17208f5c1c0": {"__data__": {"id_": "bb1219fd-220a-4932-a784-c17208f5c1c0", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": 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eate\napps\nor\nweb\npages,\nbuild\nvir tual\nagents\nand\nanalyz e\ndata\nusing\nonly\nnatur al\nlanguage.\nMor e\nthan\n36,000\nor ganizations\nha v e\nalr eady\nused\nexisting\nAI-power ed\ncapabilities\nin\nP ower\nPlatform.\nAnd\nwith\nour\nnew\nCopilot\nin\nP ower\nApps,\nwe\nar e\nextending\nthese\ncapabilities\nt o\nend\nusers\nwho\ncan\ninter act\nwith\nany\napp\nthr ough\nconv ersation\ninstead\nof\nclicks.\nAll\nup,\nwe\nnow\nha v e\nnearly\n33\nmillion\nmonthly\nactiv e\nusers\nof\nP ower\nPlatform,\nup\nnearly\n50%\ny ear-o v er-y ear .\nNow\non\nt o\nbusiness\napplications.\nF r om\ncust omer\nexperience\nand\nser vice\nt o\n\ufb01nance\nand\nsupply\nchain,\nwe\ncontinue\nt o\ntak e\nshar e\nacr oss\nall\ncategories\nwe\nser v e\nas\nor ganizations\nlik e\nAsahi,\nC.H.\nRobinson,\nE.ON,\nF r anklin\nT emplet on,\nchoose\nour\nAI-power ed\nbusiness\napplications\nt o\naut omate,\nsimulate\nand\npr edict\ne v er y\nbusiness\npr ocess\nand\nfunction.\nAnd\nwe\nar 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ation\nand\nnotetaking.\nNow\non\nt o\nour\nindustr y\nand\ncr oss-industr y\nsolutions.\nOur\nCloud\nfor\nSustainability\nis\nseeing\nstr ong\nadoption\nfr om\ncompanies\nin\ne v er y\nindustr y ,\nincluding\nBBC,\nNissan\nand\nT CL\nas\nthe y\ndeliv er\non\ntheir\nr espectiv e\nenvir onmental\ncommitments.\nOur\nCloud\nfor\nHealthcar e\nwas\nfr ont\nand\ncenter\nat\nHIMSS\nlast\nweek\nas\nwe\nexpanded\nour\noff erings\nfor\npa y ors\nand\nadded\nnew\nAI-power ed\ncapabilities\nfor\npr o viders.\nW e\nshowcased\nthe\n\ufb01rst\nfully\nAI-aut omated\nclinical\ndocumentation\napplication,\nNuance\nD AX\nExpr ess,\nwhich\nwill\nbring\nGPT -4\nt o\nmor e\nthan\n550,000\nexisting\nusers\nof\nDr agon", "start_char_idx": 2194, "end_char_idx": 2862, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9c02b544-1051-4ce9-a289-335f20b1e168": {"__data__": {"id_": 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o\nempower\ntheir\nemplo y ees\nwith\nour\nbest-in-class\npr oductivity\napps\nalong\nwith\nadv anced\nsecurity ,\ncompliance,\nv oice\nand\nanalytics.", "start_char_idx": 2175, "end_char_idx": 2896, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f01661a2-ff2b-4f73-9a37-3de2cb3ecb89": {"__data__": {"id_": "f01661a2-ff2b-4f73-9a37-3de2cb3ecb89", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "81fd78cc-b3df-48e4-908d-80acd82ac3d5", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "9ed1695fba8b573429fba56ef70d10b06f6d7ded80f6932e8527860491a24238", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a26b6cae-615d-4854-b0d5-729943d55d32", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "e36b5f76b95b834bf86873d6408864da5382dd705c25e0b67aa6f1ea08e32501", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "53e83a96-248f-4d97-88b6-ccb6dc156f43", "node_type": "1", "metadata": {}, "hash": "027a15c6ba6f89f3359fdd67d193361bbfd8a0db77f0871f8bd96e0653eb92bc", "class_name": "RelatedNodeInfo"}}, "hash": "dd03b689dc05226d944c3684391cf4e9204d5983e24518b00ad7127b273112c8", "text": "Now\non\nt o\nWindows.\nWhile\nthe\nPC\nmark et\ncontinues\nt o\nface\nheadwinds,\nwe\nagain\nsaw\nr ecor d\nmonthly\nactiv e\nWindows\nde vices\nand\nhigher\nusage\ncompar ed\nt o\npr e-pandemic.\nW e 'r e\nalso\nseeing\nacceler ated\ngr owth\nin\nWindows\n11\ncommer cial\ndeplo yments.\nOv er\n90%\nof\nthe\nF or tune\n500\nar e\ncurr ently\ntrialing\nor\nha v e\ndeplo y ed\nWindows\n11.\nAnd\nwith\nWindows\n365\nand\nA zur e\nVir tual\nDeskt op,\nwe\ncontinue\nt o\ntr ansform\nhow\nour\nemplo y ees\nat\ncompanies\nlik e\nMaz da\nand\nNationwide\naccess\nWindows.\nAll\nup,\no v er\none-thir d\nof\nour\nenterprise\ncust omer\nbase\nhas\npur chased\ncloud-deliv er ed\nWindows\nt o-date.\nAnd\nnew\nWindows\n365\nF r ontline\nextends\nthe\npower\nand\nsecurity\nof\nCloud\nPCs\nt o\nshift\nwork ers\nfor\nthe\n\ufb01rst\ntime.\nNow\non\nt o\nsecurity .\nOur\ncompr ehensiv e\nAI-power ed\nsolutions\nspanning\nall\nclouds\nand\nall\nplatforms\ngiv e\nthe\nagility\nadv antage\nback\nt o\ndef enders.\nAmong\nanalysts,\nwe\nar e\nthe\nleader\nin\nmor e\ncategories\nthan\nany\nother\npr o vider .\nAnd\nwe\nonce\nagain\nt ook\nshar e\nacr oss\nall\nmajor\ncategories\nwe\nser v e\nand\nwe\ncontinue\nt o\nintr oduce\nnew\npr oducts\nand\nfunctionality\nt o\nfur ther\npr otect\ncust omers.\nWith\nSecurity\nCopilot,\nwe\nar", "start_char_idx": 0, "end_char_idx": 1154, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "53e83a96-248f-4d97-88b6-ccb6dc156f43": {"__data__": {"id_": "53e83a96-248f-4d97-88b6-ccb6dc156f43", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "81fd78cc-b3df-48e4-908d-80acd82ac3d5", "node_type": "4", "metadata": {"page_label": "6", 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eat\nintelligence\nand\n65\ntrillion\ndaily\nsecurity\nsignals\nt o\ntr ansform\ne v er y\naspect\nof\nthe\nSOC\npr oductivity .\nAnd\nwe\nalso\nadded\nnew\ngo v ernance\ncontr ols\nand\npolicy\npr otections\nt o\nbetter\nsecur e\nidentities\nalong\nwith\nr esour ces\nthe y\naccess.\nNearly\n720,000\nor ganizations\nnow\nuse\nA zur e\nActiv e\nDir ect or y ,\nup\n33%\ny ear-o v er-y ear .\nAnd\nall\nup,\nnearly\n600,000\ncust omers\nnow\nha v e\nfour\nor\nmor e\nsecurity\nworkloads,\nup\n35%\ny ear-o v er-y ear ,\nunderscoring\nour\nend-t o-end\ndiff er entiation.\nEY\nand\nQualcomm,\nfor\nexample,\nboth\nchose\nour\nfull\nsecurity\nstack\nt o\nensur e\nthe\nhighest\nle v els\nof\npr otection\nand\nvisibility\nacr oss\ntheir\nor ganizations.\nNow\non\nt o\nLink edIn.\nW e\nonce\nagain\nsaw\nr ecor d\nengagement\nas\nmor e\nthan\n930\nmillion\nmembers\nturn\nt o\nthe\npr of essional\nsocial\nnetwork\nt o\nconnect,\nlearn,\nsell\nand\nget\nhir ed.\nMember\ngr owth\nacceler ated\nfor\nthe\nse v enth\nconsecutiv e\nquar ter\nas\nwe\nexpanded\nt o\nnew\naudiences.\nW e\nnow\nha v e\n100\nmillion\nmembers\nin\nIndia,\nup\n19%.\nAnd\nas\nGen\nZ\nenters\nthe\nworkfor", "start_char_idx": 1100, "end_char_idx": 2268, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c289aa51-f38a-45b9-937b-55deb9125090": {"__data__": {"id_": "c289aa51-f38a-45b9-937b-55deb9125090", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "81fd78cc-b3df-48e4-908d-80acd82ac3d5", 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alent\nSolutions\ncontinues\nt o\nhelp\nhir ers\nconnect\nt o\njob\nseek ers\nand\npr of essionals\nt o\nbuild\nthe\nskills\nthe y\nneed\nt o\naccess\noppor tunity .\nOur\nhiring\nbusiness\nt ook\nshar e\nfor\nthe\nthir d\nconsecutiv e\nquar ter .\nThe\nex citement\nar ound\nAI\nis\ncr eating\nnew\noppor tunities\nacr oss\ne v er y\nfunction\nfr om", "start_char_idx": 2269, "end_char_idx": 2710, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c5c37036-0e6e-449d-840b-887307f4b4e6": {"__data__": {"id_": "c5c37036-0e6e-449d-840b-887307f4b4e6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call 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eting,\nsales\nand\n\ufb01nance\nt o\nsoftwar e\nde v elopment\nand\nsecurity .\nLink edIn\nis\nincr easingly\nwher e\npeople\nar e\ngoing\nt o\nlearn,\ndiscuss\nand\nup-le v el\ntheir\nskills\nwith\nmor e\nthan\n100\nAI\ncourses.\nAnd\nwe\nha v e\nintr oduced\nnew\nAI-power ed\nf eatur es,\nincluding\nwriting\nsuggestions\nfor\nmember\npr o\ufb01les\nand\njob\ndescriptions\nand\ncollabor ativ e\nar ticles.\nFinally ,\nLink edIn\nMark eting\nSolutions\ncontinues\nt o\nbe\na\nleader\nin\nB2B\ndigital\nadv er tising,\nhelping\ncompanies\ndeliv er\nthe\nright\nmessage\nt o\nthe\nright\naudience\non\na\nsaf e,\ntrusted\nplatform.\nMor e\nbr oadly ,\nwe\ncontinue\nt o\nexpand\nour\noppor tunity\nin\nadv er tising.\nOur\nex clusiv e\npar tnership\nwith\nNet\ufb02ix\nbrings\ndiff er entiated\npr emium\nvideo\ncontent\nt o\nour\nad\nnetwork,\nand\nour\nnew\nCopilot\nfor\nthe\nweb\nis\nr eshaping\ndaily\nsear ch\nand\nweb\nhabits.\nT wo\nmonths\nsince\nthe\nlaunch\nof\nnew\nBing\nand\nE 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"own\n4\ntimes\nsince\nlaunch.\nW e\nar e\nmaking\npr ogr ess\nin\nshar e\ngains.\nE dge\nt ook\nshar e\nfor\nthe\neighth\nconsecutiv e\nquar ter\nand\nBing\nonce\nagain\ngr ew\nshar e\nin\nthe\nUnited\nStates.\nW e\ncontinue\nt o\ninno v ate\nwith\n\ufb01rst-of-their-kind\nAI-power ed\nf eatur es,\nincluding\nthe\nability\nt o\nset\nthe\nt one\nof\nchat\nand\ncr eate\nimages\nfr om\ntext\npr ompts\npower ed\nb y\nD ALL-E.\nOv er\n200\nmillion\nimages\nha v e\nbeen\ncr eated\nt o\ndate\nand\nwe\nsee\nthat\nwhen\npeople\nuse\nthese\nnew\nAI\nf eatur es\ntheir\nengagement\nwith\nBing\nand\nE dge\ngoes\nup.\nAs\nwe\nlook\nt owar ds\na\nfutur e\nwher e\nchat\nbecomes\na\nnew\nwa y\nfor\npeople\nt o\nseek\ninformation,\nconsumers\nha v e\nr eal\nchoice\nin\nbusiness\nmodel\nand\nmodalities\nwith\nA zur e-power ed\nchat\nentr y\npoints\nacr oss\nBing,\nE dge,\nWindows\nand\nOpenAI\u2019 s\nChatGPT .\nW e\nlook\nfor war d\nt o\ncontinuing\nthis\njourne y\nin\nwhat\nis\na\ngener 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ds\nfor\nmonthly\nactiv e\nusers\nand\nmonthly\nactiv e\nde vices.\nAcr oss\nour\ncontent\n&\nser vices\nbusiness,\nwe\nar e\ndeliv ering\non\nour\ncommitment\nt o\noff er\ngamers\nmor e\nwa ys\nt o\nexperience\nthe\ngames\nthe y\nlo v e.\nOur\nr e v enue\nfr om\nsubscriptions\nr eached\nnearly\n$1\nbillion\nthis\nquar ter .\nThis\nquar ter ,\nwe\nalso\nbr ought\nPC\nGame\nP ass\nt o\n40\nnew\ncountries,\nnearly\ndoubling\nthe\nnumber\nof\nmark ets\nwe\nar e\na v ailable.\nGr eat\ncontent\nr emains\nthe\n\ufb02ywheel\nbehind\nour\ngr owth.\nW e\nha v e\nnow\nsurpassed\n500\nmillion\nlif etime\nunique\nusers\nacr oss\nour\n\ufb01rst-par ty\ntitles.\nAnd\nI\u2019v e\nne v er", "start_char_idx": 2109, "end_char_idx": 2781, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "580bb5eb-41a8-4731-aa35-e71628e072d3": {"__data__": {"id_": "580bb5eb-41a8-4731-aa35-e71628e072d3", 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ed\nabout\nthe\noppor tunities\nahead.\nAnd\nwith\nthat,\nlet\nme\nturn\nit\no v er\nt o\nAmy .\nA my\nHood\nThank\ny ou,\nSaty a,\nand\ngood\nafternoon,\ne v er y one.\nOur\nthir d\nquar ter\nr e v enue\nwas\n$52.9\nbillion,\nup\n7%\nand\n10%\nin\nconstant\ncurr ency .\nEarnings\nper\nshar e\nwas\n$2.45\nand\nincr eased\n10%\nand\n14%\nin\nconstant\ncurr ency .\nOur\nr esults\nex ceeded\nexpectations,\ndriv en\nb y\nfocused\nex ecution\nfr om\nour\nsales\nteams\nand\npar tners.\nIn\nour\ncommer cial\nbusiness,\nr e v enue\nwas\nup\n19%\nin\nconstant\ncurr ency .\nW", "start_char_idx": 0, "end_char_idx": 1081, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "be490570-c9ac-4825-9f93-1a2a2371e8a2": {"__data__": {"id_": "be490570-c9ac-4825-9f93-1a2a2371e8a2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 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{}, "hash": "dfa4aa8d04f54de438da8a4aea30446f4e003cf70e5a97b5e32d2d82c3122a5a", "class_name": "RelatedNodeInfo"}}, "hash": "3d77e3a3628701f524d36dce830730257d49d88a72b0b5b09c21338c257cf9a1", "text": "e v enue\nwas\nup\n19%\nin\nconstant\ncurr ency .\nW e\nsaw\nbetter-than-expected\nr enewal\nstr ength,\nincluding\nacr oss\nMicr osoft\n365,\nwhich\nalso\nbene\ufb01ted\nWindows\nCommer cial\ngiv en\nthe\nhigher\nin-period\nr e v enue\nr ecognition.\nIn\nO\ufb03ce\n365\nstand-alone\npr oducts,\nwe\nsaw\nimpr o v ement\nin\nnew\nbusiness\ngr owth,\nwhile\ngr owth\ntr ends\nin\nEMS\nand\nWindows\nCommer cial\nstandalone\npr oducts\nr emained\nconsistent\nwith\nQ2.\nIn\nA zur e,\ncust omers\ncontinued\nt o\nex er cise\nsome\ncaution\nas\noptimization\nand\nnew\nworkload\ntr ends\nfr om\nthe\nprior\nquar ter\ncontinued\nas\nexpected.\nIn\nour\nconsumer\nbusiness,\nPC\ndemand\nwas\na\nbit\nbetter\nthan\nwe\nexpected,\npar ticularly\nin\nthe\ncommer cial\nsegment,\nwhich\nbene\ufb01ted\nWindows\nOEM\nand\nSur face\ne v en\nas\nchannel\ninv ent or y\nle v els\nr emain\nele v ated,\nwhich\nnegativ ely\nimpacted\nr esults.\nAdv er tising\nspend\nlanded\nin\nline\nwith\nour\nexpectations.\nW e\nha v e\nseen\nshar e\ngains\nin\nA zur e,\nDynamics,\nT eams,\nSecurity ,\nE dge\nand\nBing\nas\nwe\ncontinue\nt o\nfocus\non\ndeliv ering\nhigh\nv alue\nas\nwell\nas\nnew\ninno v ativ e\nsolutions\nt o\nour\ncust omers,\nincluding\nnext-gener ation\nAI\ncapabilities.\nCommer cial\nbookings\nincr eased\n11%\nand\n12%\nin\nconstant\ncurr", "start_char_idx": 1036, "end_char_idx": 2200, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cbdc735e-d49f-4377-80bf-32c24479b791": {"__data__": {"id_": "cbdc735e-d49f-4377-80bf-32c24479b791", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", 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o\nthe\nchange\nin\naccounting\nestimate.\nOper ating\nmar gins\nincr eased\nr oughly\n1\npoint\ny ear-o v er-y ear\nt o\n42%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\noper ating\nmar gins\ndecr eased\nslightly\nand\nincr eased\nslightly\nin\nconstant\ncurr ency .\nNow\nt o\nour\nsegment\nr esults.\nRe v enue\nfr om\nPr oductivity\nand\nBusiness\nPr ocesses\nwas\n$17.5\nbillion\nand\ngr ew\n11%\nand\n15%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\nprimarily\ndriv en\nb y\nbetter-than-expected\nr", "start_char_idx": 1098, "end_char_idx": 2278, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "21af2a65-8345-46aa-b6fb-8e1a83115de6": {"__data__": {"id_": "21af2a65-8345-46aa-b6fb-8e1a83115de6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", 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"2b871e82f68cbe4ba3130836645af8a88b9fd9931acbe751db2001bfc97b29bd", "class_name": "RelatedNodeInfo"}}, "hash": "8beb4fa1745ca72c0126ea2dbb78068bac111b172faa4d1c746ac288eb825161", "text": "en\nb y\nbetter-than-expected\nr esults\nin\nO\ufb03ce\ncommer cial.\nO\ufb03ce\ncommer cial\nr e v enue\ngr ew\n13%\nand\n17%\nin\nconstant\ncurr ency .\nO\ufb03ce\n365\ncommer cial\nr e v enue\nincr eased\n14%\nand\n18%\nin\nconstant\ncurr ency ,\nslightly\nbetter\nthan\nexpected\nwith\nthe\nstr ong\nr enewal\nex ecution\nmentioned\nearlier\nand\nE5\nmomentum.\nP aid\nO\ufb03ce\n365\ncommer cial\nseats\ngr ew\n11%\ny ear-o v er-y ear\nt o\no v er\n382\nmillion,\nwith\ninstalled\nbase\nexpansion\nacr oss\nall\nworkloads\nand\ncust omer\nsegments.\nSeat\ngr owth\nwas\nagain\ndriv en\nb y\nour\nsmall\nand\nmedium\nbusiness\nand\nfr ontline\nwork er\noff erings.", "start_char_idx": 2249, "end_char_idx": 2819, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "41881a29-8d03-469e-86e6-0c56f1b450a5": {"__data__": {"id_": "41881a29-8d03-469e-86e6-0c56f1b450a5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "47ae0eaf-eb99-4ec3-8eb0-f1cf5551b92a", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "f3adf8da439ddd71be2726ecedadd751a9096f874bd3b4752f0e81f4208be77b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "21af2a65-8345-46aa-b6fb-8e1a83115de6", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "8beb4fa1745ca72c0126ea2dbb78068bac111b172faa4d1c746ac288eb825161", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9598beae-2966-4a45-92db-5a96160e9374", "node_type": "1", "metadata": {}, "hash": "4dda58661acb11380362dd4f45a24f12ce11f29af3e9228f9397a6d790a7cfc7", "class_name": "RelatedNodeInfo"}}, "hash": "2b871e82f68cbe4ba3130836645af8a88b9fd9931acbe751db2001bfc97b29bd", "text": "O\ufb03ce\ncommer cial\nlicensing\ndeclined\n1%\nand\nincr eased\n5%\nin\nconstant\ncurr ency ,\nbetter\nthan\nexpected\nwith\n11\npoints\nof\nbene\ufb01t\nfr om\ntr ansactional\nstr ength\nin\nJapan.\nO\ufb03ce\nconsumer\nr e v enue\nincr eased\n1%\nand\n4%\nin\nconstant\ncurr ency\nwith\ncontinued\nmomentum\nin\nMicr osoft\n365\nsubscriptions,\nwhich\ngr ew\n12%\nt o\n65.4\nmillion.\nLink edIn\nr e v enue\nincr eased\n8%\nand\n10%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ngr owth\nin\nT alent\nSolutions.\nDynamics\nr e v enue\ngr ew\n17%\nand\n21%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nDynamics\n365,\nwhich\ngr ew\n25%\nand\n29%\nin\nconstant\ncurr ency ,\nwith\nhealthy\ngr owth\nacr oss\nall\nworkloads.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n14%\nand\n18%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nslightly ,\ndriv en\nb y\nimpr o v ements\nin\nO\ufb03ce\n365,\npar tially\noffset\nb y\nsales\nmix\nshift\nt o\ncloud\noff erings.\nOper ating\nexpenses\nincr eased\n4%\nand\n5%\nin\nconstant\ncurr ency ,\nand\noper ating\nincome\nincr eased\n20%\nand\n27%\nin\nconstant\ncurr ency ,\nincluding\n4\npoints\ndue\nt", "start_char_idx": 0, "end_char_idx": 1143, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9598beae-2966-4a45-92db-5a96160e9374": {"__data__": {"id_": "9598beae-2966-4a45-92db-5a96160e9374", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "47ae0eaf-eb99-4ec3-8eb0-f1cf5551b92a", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "f3adf8da439ddd71be2726ecedadd751a9096f874bd3b4752f0e81f4208be77b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "41881a29-8d03-469e-86e6-0c56f1b450a5", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "2b871e82f68cbe4ba3130836645af8a88b9fd9931acbe751db2001bfc97b29bd", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2d94568c-0c24-43eb-9db0-a866283c0a38", "node_type": "1", "metadata": {}, "hash": "7b8615a727872af1957378b8edc5d28714ab97c8cabb8178f3593d811b813f0c", "class_name": "RelatedNodeInfo"}}, "hash": "4dda58661acb11380362dd4f45a24f12ce11f29af3e9228f9397a6d790a7cfc7", "text": "ency ,\nincluding\n4\npoints\ndue\nt o\nthe\nchange\nin\naccounting\nestimate.\nNext,\nthe\nIntelligent\nCloud\nsegment.\nRe v enue\nwas\n$22.1\nbillion,\nincr easing\n16%\nand\n19%\nin\nconstant\ncurr ency ,\nslightly\nahead\nof\nexpectations.\nOv er all,\nser v er\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n17%\nand\n21%\nin\nconstant\ncurr ency .\nA zur e\nand\nother\ncloud\nser vices\nr e v enue\ngr ew\n27%\nand\n31%\nin\nconstant\ncurr ency .\nIn\nour\nper\nuser\nbusiness,\nenterprise\nmobility\nand\nsecurity\ninstalled\nbase\ngr ew\n15%\nt o\nnearly\n250\nmillion\nseats.\nIn\nour\non-pr emises\nser v er\nbusiness,\nr e v enue\ndecr eased\n2%\nand\nwas\nr elativ ely\nunchanged\nin\nconstant\ncurr ency\nwith\ncontinued\ndemand\nfor\nour\nhybrid\noff erings,\nincluding\nWindows\nSer v er\nand\nSQL\nSer v er\nrunning\nin\nmulti-cloud\nenvir onments,\noffset\nb y\ntr ansactional\nlicensing.\nEnterprise\nSer vices\nr e v enue\ngr ew\n6%\nand\n9%\nin\nconstant\ncurr ency\nwith\nbetter-than-expected\nper formance\nacr oss\nEnterprise\nSuppor t\nSer vices\nand\nMicr osoft\nConsulting\nSer vices.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n15%\nand\n18%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\ndecr eased\nslightly .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndeclined\nr oughly\n3\npoints,\ndriv en\nb", "start_char_idx": 1112, "end_char_idx": 2358, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2d94568c-0c24-43eb-9db0-a866283c0a38": {"__data__": {"id_": "2d94568c-0c24-43eb-9db0-a866283c0a38", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "47ae0eaf-eb99-4ec3-8eb0-f1cf5551b92a", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "f3adf8da439ddd71be2726ecedadd751a9096f874bd3b4752f0e81f4208be77b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9598beae-2966-4a45-92db-5a96160e9374", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "4dda58661acb11380362dd4f45a24f12ce11f29af3e9228f9397a6d790a7cfc7", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2548bf0a-a03d-4140-ba79-0407c271f596", "node_type": "1", "metadata": {}, "hash": "8a750705733b178f3c7fef99565432fb00c63c9f6dbef32a84780a12910130ce", "class_name": "RelatedNodeInfo"}}, "hash": "7b8615a727872af1957378b8edc5d28714ab97c8cabb8178f3593d811b813f0c", "text": "centage\ndeclined\nr oughly\n3\npoints,\ndriv en\nb y\nsales\nmix\nshift\nt o\nA zur e\nand\nthe\nlower\nA zur e\nmar gin\nnoted\nearlier .\nOper ating\nexpenses\nincr eased\n19%\nand\n20%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n3\npoints\nof\nimpact\nfr om\nthe\nNuance\nacquisition.\nOper ating\nincome\ngr ew\n13%\nand\n17%\nin\nconstant\ncurr ency ,\nwith\nr oughly\n6\npoints\nfr om\nthe\nchange\nin\naccounting\nestimate.", "start_char_idx": 2313, "end_char_idx": 2693, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2548bf0a-a03d-4140-ba79-0407c271f596": {"__data__": {"id_": "2548bf0a-a03d-4140-ba79-0407c271f596", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "19af3dff-6971-43a3-bdcd-c7a91c045923", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "dde9001d5216f991465d9f66238be9032fe7c742a747a91f4e97dcbdff1d71d5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2d94568c-0c24-43eb-9db0-a866283c0a38", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "7b8615a727872af1957378b8edc5d28714ab97c8cabb8178f3593d811b813f0c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f54e8094-fdb9-4815-97d4-aa15702556d3", "node_type": "1", "metadata": {}, "hash": "cab3035f2871740cbe92402311eb4082a03d8f466bcb28049493162c3bdbcde0", "class_name": "RelatedNodeInfo"}}, "hash": "8a750705733b178f3c7fef99565432fb00c63c9f6dbef32a84780a12910130ce", "text": "Now\nt o\nMor e\nP ersonal\nComputing.\nRe v enue\nwas\n$13.3\nbillion,\ndecr easing\n9%\nand\n7%\nin\nconstant\ncurr ency\nwith\nbetter-than-expected\nr esults\nacr oss\nall\nbusinesses.\nWindows\nOEM\nr e v enue\ndecr eased\n28%\ny ear-o v er-y ear\nand\nDe vices\nr e v enue\ndecr eased\n30%\nand\n26%\nin\nconstant\ncurr ency ,\nboth\nahead\nof\nexpectations.\nW e\nsaw\nbetter-than-expected\nPC\ndemand,\nas\nnoted\nearlier ,\npar ticularly\nin\nthe\ncommer cial\nsegment,\nwhich\nhas\nhigher\nr e v enue\nper\nlicense,\nalthough\nr esults\ncontinue\nt o\nbe\nnegativ ely\nimpacted\nb y\nele v ated\nchannel\ninv ent or y\nle v els.\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n14%\nand\n18%\nin\nconstant\ncurr ency ,\nsigni\ufb01cantly\nahead\nof\nexpectations,\nprimarily\ndue\nt o\nthe\nstr ong\nr enewal\nex ecution\nwith\nhigher\nin-period\nr e v enue\nr ecognition\nnoted\nearlier .\nSear ch\nand\nnews\nadv er tising\nr e v enue\nex\nT A C\nincr eased\n10%\nand\n13%\nin\nconstant\ncurr ency ,\nincluding\n2\npoints\nfr om\nthe\nXandr\nacquisition.\nResults\nwer e\ndriv en\nb y\nhigher\nsear ch\nv olume\nwith\nshar e\ngains\nagain\nthis\nquar ter\nfor\nour\nE dge\nbr owser\nglobally\nand\nBing\nin\nthe\nU.S.\nAnd\nin\nGaming,\nr e v", "start_char_idx": 0, "end_char_idx": 1128, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f54e8094-fdb9-4815-97d4-aa15702556d3": {"__data__": {"id_": "f54e8094-fdb9-4815-97d4-aa15702556d3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "19af3dff-6971-43a3-bdcd-c7a91c045923", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "dde9001d5216f991465d9f66238be9032fe7c742a747a91f4e97dcbdff1d71d5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2548bf0a-a03d-4140-ba79-0407c271f596", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "8a750705733b178f3c7fef99565432fb00c63c9f6dbef32a84780a12910130ce", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d9730f7f-0739-4f44-89bc-04c946d17d53", "node_type": "1", "metadata": {}, "hash": "8ee302b887c188fdee8c42a497a0fad014791b4967a5141ca1d8424d7eb1d84c", "class_name": "RelatedNodeInfo"}}, "hash": "cab3035f2871740cbe92402311eb4082a03d8f466bcb28049493162c3bdbcde0", "text": "e v enue\ndeclined\n4%\nand\n1%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations.\nXbo x\nhar dwar e\nr e v enue\ndeclined\n30%\nand\n28%\nin\nconstant\ncurr ency\non\na\nhigh\nprior\ny ear\ncompar able\nthat\nbene\ufb01ted\nfr om\nincr eased\nconsole\nsupply .\nXbo x\ncontent\nand\nser vices\nr e v enue\nincr eased\n3%\nand\n5%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nbetter-than-expected\nmonetization\nin\nthir d-par ty\nand\n\ufb01rst-par ty\ncontent\nand\ngr owth\nin\nXbo x\nGame\nP ass.\nSegment\ngr oss\nmar gin\ndollars\ndeclined\n9%\nand\n5%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nslightly\ny ear-o v er-y ear .\nOper ating\nexpenses\ndeclined\n5%\nand\n3%\nin\nconstant\ncurr ency ,\ne v en\nwith\n3\npoints\nof\ngr owth\nfr om\nthe\nXandr\nacquisition.\nOper ating\nincome\ndecr eased\n12%\nand\n7%\nin\nconstant\ncurr ency .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es,\nincluding\n\ufb01nance\nleases\nwer e\n$7.8\nbillion\nt o\nsuppor t\ncloud\ndemand.\nCash\npaid\nfor\nPP&E\nwas\n$6.6\nbillion.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$24.4\nbillion,\ndown\n4%\ny ear-o v er-y ear\nas\nstr ong\ncloud\nbillings\nand\ncollections\nas\nwell\nas\nlower\nsupplier\npa yments\nwer e\nmor e\nthan\noffset\nb y\na\ntax\npa yment\nr elated\nt", "start_char_idx": 1125, "end_char_idx": 2263, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d9730f7f-0739-4f44-89bc-04c946d17d53": {"__data__": {"id_": "d9730f7f-0739-4f44-89bc-04c946d17d53", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "19af3dff-6971-43a3-bdcd-c7a91c045923", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "dde9001d5216f991465d9f66238be9032fe7c742a747a91f4e97dcbdff1d71d5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f54e8094-fdb9-4815-97d4-aa15702556d3", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "cab3035f2871740cbe92402311eb4082a03d8f466bcb28049493162c3bdbcde0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4b84fcfe-d068-444b-b7cd-3c4840c6bc0d", "node_type": "1", "metadata": {}, "hash": "e738d66e16c542bc9fcb1ff8202428fda3ae058e0857c9ab05ab7ff06ac4680c", "class_name": "RelatedNodeInfo"}}, "hash": "8ee302b887c188fdee8c42a497a0fad014791b4967a5141ca1d8424d7eb1d84c", "text": "y\na\ntax\npa yment\nr elated\nt o\nthe\nR&D\ncapitalization\npr o visions\nand\nemplo y ee\npa yments\nprimarily\nr elated\nt o\nheadcount\ngr owth\nand\nan\nincr ease\nin\nemplo y ee\ncompensation.\nF r ee\ncash\n\ufb02ow\nwas\n$17.8\nbillion,\ndown\n11%\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthis\ntax\npa yment,\ncash\n\ufb02ow\nfr om\noper ations\nincr eased\n1%\nand\nfr ee\ncash\n\ufb02ow\ndeclined\n5%.\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\n$321\nmillion,\nhigher\nthan\nanticipated,\ndriv en\nb y\nnet\ngains\non\nfor eign\ncurr ency\nr emeasur ement.\nOur\neff ectiv e\ntax\nr ate\nwas", "start_char_idx": 2236, "end_char_idx": 2769, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4b84fcfe-d068-444b-b7cd-3c4840c6bc0d": {"__data__": {"id_": "4b84fcfe-d068-444b-b7cd-3c4840c6bc0d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "008d6d53-9ef2-4657-843d-7a272587b46f", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "a345b4eefdd351c1d96c7596c26d4f23ef5375c1fec6300cae95d9c0b6dc4f63", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d9730f7f-0739-4f44-89bc-04c946d17d53", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "8ee302b887c188fdee8c42a497a0fad014791b4967a5141ca1d8424d7eb1d84c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5979a7b5-9206-4b26-83a3-7ed468e5b269", "node_type": "1", "metadata": {}, "hash": "927e6da633345cc5505ffbce81bf19d2a3b4dcd5b8ed4e3f3de7bb917998bcdd", "class_name": "RelatedNodeInfo"}}, "hash": "e738d66e16c542bc9fcb1ff8202428fda3ae058e0857c9ab05ab7ff06ac4680c", "text": "appr o ximately\n19%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$9.7\nbillion\nt o\nshar eholders\nthr ough\nshar e\nr epur chases\nand\ndividends.\nNow\nmo ving\nt o\nour\nQ4\noutlook,\nwhich\nunless\nspeci\ufb01cally\nnoted\nother wise,\nis\non\na\nU.S.\ndollar\nbasis.\nMy\ncommentar y\nfor\nthe\nnext\nquar ter\nand\nFY\n'24\ndoes\nnot\ninclude\nany\nimpact\nfr om\nActivision,\nwhich\nwe\ncontinue\nt o\nwork\nt owar ds\nclosing\nin\n\ufb01scal\ny ear\n2023,\nsubject\nt o\nobtaining\nr equir ed\nr egulat or y\nappr o v als.\nNow\nt o\nFX.\nBased\non\ncurr ent\nr ates,\nwe\nexpect\nFX\nt o\ndecr ease\nt otal\nr e v enue\ngr owth\nb y\nappr o ximately\n2\npoints\nwith\nno\nimpact\nt o\nCOGS\nor\noper ating\nexpense\ngr owth.\nWithin\nsegments,\nwe\nanticipate\nr oughly\n2\npoints\nof\nnegativ e\nFX\nimpact\non\nr e v enue\ngr owth\nin\nPr oductivity\nand\nBusiness\nPr ocesses\nand\nIntelligent\nCloud\nand\nr oughly\n1\npoint\nin\nMor e\nP ersonal\nComputing.\nOv er all,\nour\noutlook\nhas\nmany\nof\nthe\ntr ends\nwe\nsaw\nin\nQ3\ncontinue\nthr ough\nQ4.\nIn\nour\nlar gest\nquar ter\nof\nthe\ny ear ,\nwe\nexpect\ncust omer\ndemand\nfor\nour\ndiff er entiated\nsolutions,\nincluding\nour\nAI\nplatform\nand\nconsistent\nex ecution\nacr", "start_char_idx": 0, "end_char_idx": 1069, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5979a7b5-9206-4b26-83a3-7ed468e5b269": {"__data__": {"id_": "5979a7b5-9206-4b26-83a3-7ed468e5b269", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "008d6d53-9ef2-4657-843d-7a272587b46f", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "a345b4eefdd351c1d96c7596c26d4f23ef5375c1fec6300cae95d9c0b6dc4f63", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4b84fcfe-d068-444b-b7cd-3c4840c6bc0d", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "e738d66e16c542bc9fcb1ff8202428fda3ae058e0857c9ab05ab7ff06ac4680c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "85485108-bc5d-47cf-b917-e48ce0cc34b3", "node_type": "1", "metadata": {}, "hash": "1d1c8cf9f8847c4f6bc46ee99ea1db2877296cc2d4f6e17a7357b8abb00d6465", "class_name": "RelatedNodeInfo"}}, "hash": "927e6da633345cc5505ffbce81bf19d2a3b4dcd5b8ed4e3f3de7bb917998bcdd", "text": "ecution\nacr oss\nthe\nMicr osoft\nCloud\nt o\ndriv e\nanother\nquar ter\nof\nhealthy\nr e v enue\ngr owth.\nLast\ny ear ,\nwe\nhad\nour\nlar gest\ncommer cial\nbookings\nquar ter\ne v er\nwith\na\nmaterial\nv olume\nof\nlar ge\nmultiy ear\ncommitments.\nOn\nthat\ncompar able,\nwe\nexpect\ngr owth\nt o\nbe\nr elativ ely\n\ufb02at.\nW e\nexpect\nconsistent\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions\nwith\nstr ong\nr enewals\nand\ncontinued\ncommitment\nt o\nour\nplatform\nas\nwe\nfocus\non\nmeeting\ncust omers'\nchanging\ncontr act\nneeds,\nwhich\ninclude\nshor ter\nterm,\nquick\ntime\nt o\nv alue\ncontr acts\nin\nthis\ndynamic\nenvir onment.\nOur\nk e y\nfocus\nr emains\non\ndeliv ering\ncust omer\nv alue.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nshould\nbe\nup\nr oughly\n2\npoints\ny ear-o v er-y ear ,\ndriv en\nb y\nthe\naccounting\nestimate\nchange\nnoted\nearlier .\nEx cluding\nthat\nimpact,\nQ4\ncloud\ngr oss\nmar gin\nper centage\nwill\nbe\nr elativ ely\n\ufb02at\nas\nimpr o v ements\nin\nO\ufb03ce\n365\nwill\noffset\nthe\nlower\nA zur e\nmar gin\nand\nthe\nimpact\nof\nscaling\nour\nAI\ninfr astructur e\nt o\nmeet\ngr owing\ndemand.\nW e\nexpect\ncapital\nexpenditur es\nt o\nha v e\na\nmaterial\nsequential\nincr ease\non\na\ndollar\nbasis,\ndriv en\nb y\ninv", "start_char_idx": 1058, "end_char_idx": 2190, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "85485108-bc5d-47cf-b917-e48ce0cc34b3": {"__data__": {"id_": "85485108-bc5d-47cf-b917-e48ce0cc34b3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": 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e\ncan\nbe\nnormal\nquar terly\nspend\nv ariability\nin\nthe\ntiming\nof\nour\ncloud\ninfr astructur e\nbuild-out.\nNext,\nt o\nsegment\nguidance.\nIn\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n10%\nand\n12%\nin\nconstant\ncurr ency\nor\n$17.9\nbillion\nt o\n$18.2\nbillion.\nIn\nO\ufb03ce\nCommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365,\nwith\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\nARPU\ngr owth\nthr ough\nE5.\nW e\nexpect\nO\ufb03ce\n365\nr e v enue", "start_char_idx": 2151, "end_char_idx": 2707, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e1c3fc8f-2723-4cb5-8420-0a531eb5c076": {"__data__": {"id_": "e1c3fc8f-2723-4cb5-8420-0a531eb5c076", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", 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"299660bf7dbf9d2d6c8c37dc2590ba8a319863d0cb602e045a2a6137c350f6ac", "class_name": "RelatedNodeInfo"}}, "hash": "c1024767b1bb47bc7f83a42bab7b450d81457539aadce94f428e74ac100aa562", "text": "gr owth\nt o\nbe\nr oughly\n16%\nin\nconstant\ncurr ency .\nIn\nour\non-pr emises\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nlow\n30s.\nIn\nO\ufb03ce\nconsumer ,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-single\ndigits,\ndriv en\nb y\nMicr osoft\n365\nsubscriptions.\nF or\nLink edIn,\nwe\nexpect\nmid-single\ndigit\nr e v enue\ngr owth\ndriv en\nb y\nT alent\nSolutions\nwith\ncontinued\nstr ong\nengagement\non\nthe\nplatform.\nAnd\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-\nt o\nhigh\nteens,\ndriv en\nb y\ncontinued\ngr owth\nin\nDynamics\n365.\nF or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n15%\nand\n16%\nin\nconstant\ncurr ency\nor\n$23.6\nbillion\nt o\n$23.9\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur 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"299660bf7dbf9d2d6c8c37dc2590ba8a319863d0cb602e045a2a6137c350f6ac", "text": "o\nbe\ndriv en\nb y\nour\nA zur e\nconsumption\nbusiness,\nand\nwe\nexpect\nthe\ntr ends\nfr om\nQ3\nt o\ncontinue\nint o\nQ4,\nas\nnoted\nearlier .\nOur\nper-user\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nthough\nwe\nexpect\ncontinued\nmoder ation\nin\ngr owth\nr ates\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nIn\nour\non-pr emises\nser v er\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nlow\nsingle\ndigits\nas\ndemand\nfor\nour\nhybrid\nsolutions,\nincluding\nWindows\nSer v er\nand\nSQL\nSer v er\nrunning\nin\nmulti-cloud\nenvir onments,\nwill\nbe\nmor e\nthan\noffset\nb y\nunfa v or able\nFX\nimpact.\nAnd\nin\nEnterprise\nSer vices,\nr e v enue\nshould\nbe\nr elativ ely\nunchanged\ny ear-o v er-y ear\nas\ngr owth\nin\nEnterprise\nSuppor t\nSer vices\nwill\nbe\noffset\nb y\na\ndecline\nin\nMicr osoft\nConsulting\nSer vices.\nIn\nMor e\nP ersonal\nComputing,\nwe\nexpect\nr e v enue\nof\n$13.35\nbillion\nt o\n$13.75\nbillion.\nPC\ndemand\nshould\nbe\nsimilar\nt o\nQ3,\nand\ngiv en\nchannel\ninv ent or y\nstill\nr emains\nele v ated,\nour\nr e v enue\nwill\nlag\no v er all\nmark et\ngr owth\nas\nit\ncontinues\nt o\nnormaliz e.\nTher efor e,\nWindows\nOEM\nand\nDe vices\nr e v", "start_char_idx": 1024, "end_char_idx": 2110, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6451f533-8425-4053-ba1e-a9aaae928c7c": {"__data__": {"id_": "6451f533-8425-4053-ba1e-a9aaae928c7c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, 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e,\nWindows\nOEM\nand\nDe vices\nr e v enue\nshould\nboth\ndecline\nin\nthe\nlow\nt o\nmid-20s.\nIn\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\nshould\ndecline\nlow\nt o\nmid-single\ndigits.\nWhile\nwe\nexpect\nhealthy\nannuity\nbillings\ngr owth\ndriv en\nb y\ncontinued\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions,\na\nr eminder\nthat\nour\nquar terly\nr e v enue\ngr owth\ncan\nha v e\nv ariability ,\nprimarily\nfr om\nin-period\nr e v enue\nr ecognition\ndepending\non\nthe\nmix\nof\ncontr acts.\nSear ch\nand\nnews\nadv er tising\nex\nT A C\nr e v enue\ngr owth\nshould\nbe\nappr o ximately\n10%,\nr oughly\n5\npoints\nhigher\nthan\nthe\no v er all\nsear ch\nand\nnews\nadv er tising\nr e v enue,\ndriv en\nb y\ngr owth\nin\n\ufb01rst-par ty\nr e v enue\nis\nsimilar\nt o\nQ3.\nAnd\nin\nGaming,\nwe\nexpect\nr e v enue\ngr owth", "start_char_idx": 2072, "end_char_idx": 2860, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d712a858-e695-4c9b-98d6-2d0049794fa5": {"__data__": {"id_": "d712a858-e695-4c9b-98d6-2d0049794fa5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8aedb6a7-9094-4bef-b4fb-bc3fb8fd73b6", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "8214166360f0ca0fb0aa4c506cec95da570dfe535b2c9e913bdee6a3e202ee62", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6451f533-8425-4053-ba1e-a9aaae928c7c", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "a7988dbe93b277dc5058b82820ff5c335f7811449f2bba6b82f7ec27baa11176", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "73866d97-f07f-4b26-b873-bbf2fcd34a1b", "node_type": "1", "metadata": {}, "hash": "f158bb0440b5d1c206085f603a7c7190bcf491401477a23781fc5129ec6ca132", "class_name": "RelatedNodeInfo"}}, "hash": "2cf1e71bdde03e6c85f5c397c9e7833f90da2131f918148d2187605db8fcc2ba", "text": "in\nthe\nmid-\nt o\nhigh\nsingle\ndigits.\nW e\nexpect\nXbo x\ncontent\nser vices\nr e v enue\ngr owth\nin\nthe\nlow\nt o\nmid-teens,\ndriv en\nb y\nthir d-par ty\nand\n\ufb01rst-par ty\ncontent\nas\nwell\nas\nXbo x\nGame\nP ass.\nNow\nback\nt o\ncompany\nguidance.\nW e\nexpect\nCOGS\nt o\ngr ow\nbetween\n3%\nand\n4%\nin\nconstant\ncurr ency\nor\n$16.8\nbillion\nt o\n$17\nbillion\nand\noper ating\nexpense\nt o\ngr ow\nappr o ximately\n2%\nin\nconstant\ncurr ency\nor\n$15.1\nbillion\nt o\n$15.2\nbillion.\nOther\nincome\nand\nexpense\nshould\nbe\nr oughly\n$300\nmillion\nas\ninter est\nincome\nis\nexpected\nt o\nmor e\nthan\noffset\ninter est\nexpense.\nAs\na\nr eminder ,\nwe\nar e\nr equir ed\nt o\nr ecogniz e\nmark-t o-mark et\ngains\nor\nlosses\non\nour\nequity\npor tfolio,\nwhich\ncan\nincr ease\nquar terly\nv olatility .\nW e\nexpect\nour\nQ4\neff ectiv e\ntax\nr ate\nt o\nbe\nin\nline\nwith\nour\nfull\ny ear\nr ate\nof\nappr o ximately\n19%.\nAnd\n\ufb01nally ,\nas\na\nr eminder ,\nfor\nQ4\ncash\n\ufb02ow ,\nwe\nexpect\nt o\nmak e\na\n$1.3\nbillion\ncash\ntax\npa yment\nr elated\nt o\nthe\nR&D\ncapitalization\npr o vision.\nNow\nI' d\nlik e\nt o\nshar", "start_char_idx": 0, "end_char_idx": 999, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "73866d97-f07f-4b26-b873-bbf2fcd34a1b": {"__data__": {"id_": "73866d97-f07f-4b26-b873-bbf2fcd34a1b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8aedb6a7-9094-4bef-b4fb-bc3fb8fd73b6", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "8214166360f0ca0fb0aa4c506cec95da570dfe535b2c9e913bdee6a3e202ee62", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d712a858-e695-4c9b-98d6-2d0049794fa5", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "2cf1e71bdde03e6c85f5c397c9e7833f90da2131f918148d2187605db8fcc2ba", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0cb7441c-bdb9-447b-a9a1-ae783879c1e2", "node_type": "1", "metadata": {}, "hash": "bec7fd11d80128a9dc02114cc040a96abe3e8bd869c78ff96b88036d291d20a3", "class_name": "RelatedNodeInfo"}}, "hash": "f158bb0440b5d1c206085f603a7c7190bcf491401477a23781fc5129ec6ca132", "text": "o vision.\nNow\nI' d\nlik e\nt o\nshar e\nsome\nclosing\nthoughts\nas\nwe\nlook\nt o\nthe\nnext\n\ufb01scal\ny ear .\nWith\nour\nleadership\nposition\nas\nwe\nbegin\nthis\nAI\ner a,\nwe\nr emain\nfocused\non\nstr ategically\nmanaging\nthe\ncompany\nt o\ndeliv er\ndiff er entiated\ncust omer\nv alue\nas\nwell\nas\nlong-term\n\ufb01nancial\ngr owth\nand\npr o\ufb01tability .\nAs\nwith\nany\nsigni\ufb01cant\nplatform\nshift,\nit\nstar ts\nwith\ninno v ation.\nAnd\nwe\nar e\nex cited\nabout\nthe\nearly\nf eedback\nand\ndemand\nsignals\nfor\nthe\nAI\ncapabilities\nwe\nha v e\nannounced\nt o\ndate.\nW e\nwill\ncontinue\nt o\ninv est\nin\nour\ncloud\ninfr astructur e,\npar ticularly\nAI-r elated\nspend\nas\nwe\nscale\nwith\nthe\ngr owing\ndemand,\ndriv en\nb y\ncust omer\ntr ansformation.\nAnd\nwe\nexpect\nthe\nr esulting\nr e v enue\nt o\ngr ow\no v er\ntime.\nAs\nalwa ys,\nwe\nr emain\ncommitted\nt o\naligning\ncost\nand\nr e v enue\ngr owth\nt o\ndeliv er\ndisciplined\npr o\ufb01tability .\nTher efor e,\nwhile\nthe\nscaled\nCapEx\ninv estments\nwill\nimpact\nCOGS\ngr owth,\nwe\nexpect\nFY\n'24\noper ating\nexpense\ngr owth\nt o\nr emain\nlow .\nAs\na\nteam,\nwe\nha v e\ncontinually\nfocused\non\npiv oting\nour\nr esour ces\naggr essiv ely\nt o\nthe\nfutur", "start_char_idx": 966, "end_char_idx": 2052, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0cb7441c-bdb9-447b-a9a1-ae783879c1e2": {"__data__": {"id_": "0cb7441c-bdb9-447b-a9a1-ae783879c1e2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8aedb6a7-9094-4bef-b4fb-bc3fb8fd73b6", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "8214166360f0ca0fb0aa4c506cec95da570dfe535b2c9e913bdee6a3e202ee62", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "73866d97-f07f-4b26-b873-bbf2fcd34a1b", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "f158bb0440b5d1c206085f603a7c7190bcf491401477a23781fc5129ec6ca132", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a965b64d-031b-4e82-b072-55fedf86fa2c", "node_type": "1", "metadata": {}, "hash": "8fe9724412e467f96258461bdcefdf9ac31034f19765787d668eae8ea40176d7", "class_name": "RelatedNodeInfo"}}, "hash": "bec7fd11d80128a9dc02114cc040a96abe3e8bd869c78ff96b88036d291d20a3", "text": "esour ces\naggr essiv ely\nt o\nthe\nfutur e\nas\nwe\nex ecute\nat\na\nhigh\nle v el\nin\nthe\nmoment\nt o\ndeliv er\nv alue\nt o\nour\ncust omers.\nThat\nbalance\nhas\nenabled\nthe\ncompany\nt o\nsuccessfully\nlead\nacr oss\na\nnumber\nof\nplatform\nshifts\no v er\na\nnumber\nof\ndecades.\nTher efor e,\nwe\nar e\ncommitted\nt o\nleading\nthe\nAI\nplatform\nwa v e\nand\nmaking\nthe\ninv estments\nt o\nsuppor t\nit.\nWith\nthat,\nlet' s\ngo\nt o\nQ&A.\nBr ett?\nBr ett\nIv ersen", "start_char_idx": 2014, "end_char_idx": 2429, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a965b64d-031b-4e82-b072-55fedf86fa2c": {"__data__": {"id_": "a965b64d-031b-4e82-b072-55fedf86fa2c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "948c9586-78aa-4956-8bdd-8ebde515e428", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "b929f4a50f8088445d5350490df9ec8af4d72122011104b68027182ee9c44355", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "0cb7441c-bdb9-447b-a9a1-ae783879c1e2", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "bec7fd11d80128a9dc02114cc040a96abe3e8bd869c78ff96b88036d291d20a3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "53e4dce0-fa3d-4525-b672-e764d9b7749c", "node_type": "1", "metadata": {}, "hash": "13a6acd65589b1a3e47c2ba9b458d6cc4cd8ad2152f147c13c9f4e9b6a3943c8", "class_name": "RelatedNodeInfo"}}, "hash": "8fe9724412e467f96258461bdcefdf9ac31034f19765787d668eae8ea40176d7", "text": "Thanks,\nAmy .\nW e 'll\nnow\nmo v e\no v er\nt o\nQ&A.\nOut\nof\nr espect\nfor\nothers\nin\nthe\ncall,\nwe\nr equest\nthat\npar ticipants\nplease\nonly\nask\none\nquestion.\nJoe,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\n[Oper at or\nInstructions]\nOur\n\ufb01rst\nquestion\ncomes\nfr om\nthe\nline\nof\nK eith\nW eiss\nwith\nMor gan\nStanle y .\nPlease\npr oceed.\nK eith\nW eiss\nEx cellent.\nThank\ny ou\nguys\nfor\ntaking\nthe\nquestion\nand\ncongr atulations\non\nr eally\na\nfantastic\nset\nof\nr esults\nin\nwhat\nwe\nall\nknow\nt o\nbe\na\nstill\ndi\ufb03cult\nenvir onment\nout\nther e.\nI\nthink\nit\nr eally\nillustr ates\nMicr osoft' s\nadv antages\nand\na\nlot\nof\nthese\ntechnology\ninno v ations\nthat\ny ou\nguys\nha v e\nbeen\ntalking\nabout.\nI\nwanted\nt o\nask\ny ou\na\nquestion\nthat\nI\nget\npr obably\nmor e\noften\nthan\nanything\nelse\nand\none\nthat\nI\nfr ankly\ndon 't\nha v e\na\ngood\nanswer\nt o,\nand\nthat' s\nar ound\nthe\nOpenAI\npar tnership\nand\npar ticularly\nthe\naccounting\nfor\nthat\npar tnership.\nSo\nI\nwas\nhoping\ny ou\ncould\ngiv e\nus\na\nlittle\nbit\nof\ncolor\nabout\nhow\n--\nwhether\nor\nnot\nr e v enue\nis\n\ufb02owing\nfr om\nOpenAI\nint o\nMicr", "start_char_idx": 0, "end_char_idx": 1072, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "53e4dce0-fa3d-4525-b672-e764d9b7749c": {"__data__": {"id_": "53e4dce0-fa3d-4525-b672-e764d9b7749c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "948c9586-78aa-4956-8bdd-8ebde515e428", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "b929f4a50f8088445d5350490df9ec8af4d72122011104b68027182ee9c44355", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a965b64d-031b-4e82-b072-55fedf86fa2c", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "8fe9724412e467f96258461bdcefdf9ac31034f19765787d668eae8ea40176d7", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8e44f129-aaf7-4908-859f-cf9f1eb5fd28", "node_type": "1", "metadata": {}, "hash": "efb5b9844327304065500e3d3d28620dc6fbec48c2ebcc6ea52e769af89a7417", "class_name": "RelatedNodeInfo"}}, "hash": "13a6acd65589b1a3e47c2ba9b458d6cc4cd8ad2152f147c13c9f4e9b6a3943c8", "text": "om\nOpenAI\nint o\nMicr osoft\non\nthe\nCapEx\nside\nof\nthe\nequation,\nwhether\nther e ' s\nany\nimpact.\nJust\ngiv e\nus\na\nbetter\nunderstanding\nof\nhow\nthe\ncomping\nar ound\nthat\nr elationship\nis\nworking.\nA my\nHood\nThanks,\nK eith.\nIn\nsome\nwa ys,\nlet\nme\nstar t\nb y\nsa ying,\nit' s\na\ngr eat\npar tnership.\nW e 'r e\npr oud\nt o\nha v e\nwork ed\nt ogether\nfor\na\nnumber\nof\ny ears,\nleading\nt o\nsome\nof\nthe\nannouncements\nthat\ny ou'v e\nhear d\nus\nmak e\nmor e\nr ecently .\nAnd\nwe\ntalk ed\nabout\nthe\nfoundation\nof\nour\npar tnership\nr emains\nthat\nwhen\nwe\nboth\nar e\nsuccessful,\nthe\nother\nbene\ufb01ts.\nWhen\nwe\ngr ow ,\nit\nhelps\nthem,\nand\nwhen\nthe y\ngr ow ,\nit\nhelps\nus.\nBut\nspeci\ufb01cally\nt o\ny our\nquestion\non\nhow\ndoes\nit\nshow\nup,\nit' s\neasiest\nin\nthis\nsituation,\nt o\nthink\nabout\nthem\nas\na\ncust omer\nof\nours\nlik e\nany\nother\ncust omer\nwho\nwould\nuse\nthe\nA zur e\ninfr astructur e\nand\nour\nA zur e\nAI\nser vices\nin\nser vice\nof\nsuppor ting\ntheir\nend\ncust omers.\nAnd\nso\nwhen\nthe y\ndo\nthat,\nlik e\nany\nother\ncust omer\nwho\nhas\na\ncommer cial\nr elationship\nwith\nus,\nwe\nr ecogniz e\nr e v enue\non\nthat\nbehalf.\nThat'", "start_char_idx": 1052, "end_char_idx": 2106, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8e44f129-aaf7-4908-859f-cf9f1eb5fd28": {"__data__": {"id_": "8e44f129-aaf7-4908-859f-cf9f1eb5fd28", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "948c9586-78aa-4956-8bdd-8ebde515e428", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "b929f4a50f8088445d5350490df9ec8af4d72122011104b68027182ee9c44355", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "53e4dce0-fa3d-4525-b672-e764d9b7749c", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "13a6acd65589b1a3e47c2ba9b458d6cc4cd8ad2152f147c13c9f4e9b6a3943c8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a2ffd154-f494-4e91-9c25-a1472860fde2", "node_type": "1", "metadata": {}, "hash": "462a9b1cd35d62da7169cf802929443f58122761316cc481d8079119955ba9fa", "class_name": "RelatedNodeInfo"}}, "hash": "efb5b9844327304065500e3d3d28620dc6fbec48c2ebcc6ea52e769af89a7417", "text": "ecogniz e\nr e v enue\non\nthat\nbehalf.\nThat' s\npr obably\nthe\nsimplest\nfr ame,\nK eith,\nthat\nI\nhope\nis\nhelpful.\nK eith\nW eiss\nY eah.\nThat\u2019 s\nsuper\nhelpful.\nI\nappr eciate\nthat.\nBr ett\nIv ersen", "start_char_idx": 2064, "end_char_idx": 2251, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a2ffd154-f494-4e91-9c25-a1472860fde2": {"__data__": {"id_": "a2ffd154-f494-4e91-9c25-a1472860fde2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8dc41af1-1349-4de8-b737-e61537c8ddad", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "28c6c0394689efeb27d01cd8f0fae019470ba4b4b824623cfd0b8f5658f3baf7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8e44f129-aaf7-4908-859f-cf9f1eb5fd28", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "efb5b9844327304065500e3d3d28620dc6fbec48c2ebcc6ea52e769af89a7417", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fb447e2b-5e3f-4306-8406-04954def72f2", "node_type": "1", "metadata": {}, "hash": "a3fb186f65931048c729e8317b91ec266836b650a9da3baee6eb6c601e1a2302", "class_name": "RelatedNodeInfo"}}, "hash": "462a9b1cd35d62da7169cf802929443f58122761316cc481d8079119955ba9fa", "text": "Thanks,\nK eith.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nMark\nMoer dler\nwith\nBernstein\nResear ch.\nPlease\npr oceed.\nMark\nMoer dler\nCongr atulations\non\nthe\nquar ter\nand\nthe\nguidance\nand\nthanks\nfor\ntaking\nmy\nquestion.\nI' d\nlik e\nt o\ndrill\nint o\nA zur e\nand\nmor e\nspeci\ufb01cally ,\nA zur e\nIaaS/P aaS\nconsumption.\nIaaS/P aaS\nconsumption\nhas\nr eally\nstepped\ndown\nr ecently ,\nand\nit' s\nimpor tant\nt o\nunderstand\nthe\nmacr o\nv ersus\nmacr o\nand\noptimization\nthat\nwill\nr ebound,\nwhether\nit' s\ngoing\nt o\nr ebound\nquickly\nor\nis\nther e\na\nmor e\nfundamental\nissue?\nIn\nother\nwor ds,\nis\nit\nsimply\npur ely\nmacr o\nand\ne v er y one\nis\nstepping\nback\na\nlittle\nbit\nand\nthe y 'r e\ngoing\nt o\nhit\nthe\npedal\nas\nsoon\nas\nthis\ncomes\nback\nor\nis\nther e\nsomething\nmor e\nfundamental\nthat\nis\ndriving\ncorpor ate\nma ybe\nt o\nstep\nback\nand\nthat,\nthat\nslowdown\ncould\nsustain\ne v en\nwhen\nthe\nI T\nspending\nr ebounds.\nThank\ny ou.\nSaty a\nNadella\nThanks,\nMark\nfor\nthe\nquestion.\nMa ybe\nI'll\nmak e\nthr ee\ncomments.\nAnd\nit' s\nalso\nimpor tant,\nI\nthink\nt o\ndistinguish\nbetween\nwhat\nI' d\nsa y ,\nmacr o\nor\nabsolute\nper", "start_char_idx": 0, "end_char_idx": 1102, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fb447e2b-5e3f-4306-8406-04954def72f2": {"__data__": {"id_": "fb447e2b-5e3f-4306-8406-04954def72f2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": 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"6369301de0a3c4d953ab1c4cb25d8b3e4d6f71959fbbdeef8e45515905f19df9", "class_name": "RelatedNodeInfo"}}, "hash": "a3fb186f65931048c729e8317b91ec266836b650a9da3baee6eb6c601e1a2302", "text": "d\nsa y ,\nmacr o\nor\nabsolute\nper formance\nand\nr elativ e\nper formance\nbecause\nI\nthink\nthat' s\nperhaps\na\ngood\nwa y\nt o\nthink\nabout\nhow\nwe\nmanage\nour\nbusiness.\nFirst\nis\noptimizations\ndo\ncontinue.\nIn\nfact,\nwe\nar e\nfocused\non\nit.\nW e\nincent\nour\npeople\nt o\nhelp\nour\ncust omers\nwith\noptimization\nbecause\nwe\nbelie v e\nin\nthe\nlong\nrun\nthat\nthe\nbest\nwa y\nt o\nsecur e\nthe\nlo y alty\nand\nlong-term\ncontr acts\nwith\ncust omers\nwhen\nthe y\nknow\nthat\nthe y\ncan\ncount\non\na\ncloud\npr o vider\nlik e\nus\nt o\nhelp\nthem\ncontinuously\noptimiz e\ntheir\nworkload.\nThat' s\nsor t\nof\nthe\nfundamental\nbene\ufb01t\nof\npublic\ncloud,\nand\nwe\nar e\ntaking\ne v er y\noppor tunity\nt o\npr o v e\nthat\nout\nwith\ncust omers\nin\nr eal\ntime.\nThe\nsecond\nthing\nI' d\nsa y\nis,\nwe\ndo\nha v e\nnew\nworkloads\nstar ted\nbecause\nif\ny ou\nthink\nabout\nit,\nduring\nthe\npandemic,\nit\nwas\nall\nabout\nnew\nworkloads\nand\nscaling\nworkloads.\nBut\npr e\npandemic,\nther e\nwas\na\nbalance\nbetween\noptimizations\nand\nnew\nworkloads.\nSo\nwhat\nwe 'r e\nseeing\nnow\nis\nthe\nnew\nworkloads\nstar t\nin\naddition\nt o\nhighly\nintense\noptimization\ndriv en\nthat\nwe\nha v e.\nThe\nthir d\nis\nperhaps\nmor e\nof\na\nr elativ", "start_char_idx": 1071, "end_char_idx": 2174, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "96ca7db9-7c80-40b0-85d6-1478b838da64": {"__data__": {"id_": "96ca7db9-7c80-40b0-85d6-1478b838da64", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": 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"06bd866147e1a6dad6c0beb3d86518fbd628d8ad9c3dc83d10697083742ad181", "class_name": "RelatedNodeInfo"}}, "hash": "6369301de0a3c4d953ab1c4cb25d8b3e4d6f71959fbbdeef8e45515905f19df9", "text": "d\nis\nperhaps\nmor e\nof\na\nr elativ e\nstatement\nbecause\nof\nsome\nof\nthe\nwork\nwe 'v e\ndone\nin\nAI\ne v en\nin\nthe\nlast\ncouple\nof\nquar ters,\nwe\nar e\nnow\nseeing\nconv ersations\nwe", "start_char_idx": 2142, "end_char_idx": 2310, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9ecf58b1-2a9a-41cc-a2ec-e8f0c8f58fdc": {"__data__": {"id_": "9ecf58b1-2a9a-41cc-a2ec-e8f0c8f58fdc", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b08cc678-9643-4f18-9eea-c44da7e0f67c", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "cf7bc3f7c09ac201f32dc150c4eff5a9b09c09e4a4499f56a9c3beb6febf11a2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "96ca7db9-7c80-40b0-85d6-1478b838da64", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "6369301de0a3c4d953ab1c4cb25d8b3e4d6f71959fbbdeef8e45515905f19df9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "63ead2bf-35c5-4de2-ad74-9976ac06a998", "node_type": "1", "metadata": {}, "hash": "06c713d8b61b39b6270da64748854c6d3851301f22489e7704b47cb4a36fad28", "class_name": "RelatedNodeInfo"}}, "hash": "06bd866147e1a6dad6c0beb3d86518fbd628d8ad9c3dc83d10697083742ad181", "text": "ne v er\nhad,\nwhether\nit' s\ncoming\nthr ough\ny ou\nand\njust\nOpenAI' s\nAPI,\nright?\nIf\ny ou\nthink\nabout\nthe\nconsumer\ntech\ncompanies\nthat\nar e\nall\nspinning\nessentially\nA zur e\nmeters,\nbecause\nthe y\nha v e\ngone\nt o\nopen\nAI\nand\nar e\nusing\ntheir\nAPI.\nThese\nwer e\nnot\ncust omers\nof\nA zur e\nat\nall.\nSecond,\ne v en\nA zur e\nOpenAI\nAPI\ncust omers\nar e\nall\nnew ,\nand\nthe\nworkload\nconv ersations,\nwhether\nit' s\nB2C\nconv ersations\nin\n\ufb01nancial\nser vices\nor\ndrug\ndisco v er y\non\nanother\nside,\nthese\nar e\nall\nnew\nworkloads\nthat\nwe\nr eally\nwer e\nnot\nin\nthe\ngame\nin\nthe\npast,\nwher eas\nwe\nnow\nar e.\nSo\nthose\nar e\nthe\nthr ee\ncomments\nthat\nI' d\nmak e,\nboth\nin\nterms\nof\nabsolute\nmacr o,\nbut\nmor e\nimpor tantly ,\nI\nthink,\nwhat\nis\nour\nr elativ e\nmark et\nposition\nand\nhow\nit' s\nbeing\nchanged.\nA my\nHood\nMark,\nma ybe\nthe\none\nthing\nI\nwould\nadd\nt o\nthose\ncomments\nis,\nwe 'v e\nbeen\nthr ough\nalmost\na\ny ear\nwher e\nthat\npiv ot\nthat\nSaty a\ntalk ed\nabout\nfr om\nwe 'r e\nstar ting\nt ons\nof\nnew\nworkloads,\nand\nwe 'll\ncall\nthat\nthe\npandemic\ntime,\nt o\nthis\ntr ansition\npost,\nand\nwe 'r e\ncoming\nt o\nr eally\nthe\nanniv ersar", "start_char_idx": 0, "end_char_idx": 1079, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "63ead2bf-35c5-4de2-ad74-9976ac06a998": {"__data__": {"id_": "63ead2bf-35c5-4de2-ad74-9976ac06a998", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b08cc678-9643-4f18-9eea-c44da7e0f67c", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "cf7bc3f7c09ac201f32dc150c4eff5a9b09c09e4a4499f56a9c3beb6febf11a2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9ecf58b1-2a9a-41cc-a2ec-e8f0c8f58fdc", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "06bd866147e1a6dad6c0beb3d86518fbd628d8ad9c3dc83d10697083742ad181", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3e4e255f-d6d9-430f-875d-3d09486f051f", "node_type": "1", "metadata": {}, "hash": "f3cc207babfba8ba13ffd557d7b27cdb7d5601f629ff2c57b197464d434edf4b", "class_name": "RelatedNodeInfo"}}, "hash": "06c713d8b61b39b6270da64748854c6d3851301f22489e7704b47cb4a36fad28", "text": "'r e\ncoming\nt o\nr eally\nthe\nanniv ersar y\nof\nthat\nstar ting.\nAnd\nso\nt o\ntalk\nt o\ny our\npoint,\nwe 'r e\ncontinuing\nt o\nset\noptimization.\nBut\nat\nsome\npoint,\nworkloads\njust\ncan 't\nbe\noptimiz ed\nmuch\nfur ther .\nAnd\nwhen\ny ou\nstar t\nt o\nanniv ersar y\nthat,\ny ou\ndo\nsee\nthat\nit\ngets\na\nlittle\nbit\neasier\nin\nterms\nof\nthe\ncomps\ny ear-o v er-y ear .\nAnd\nso\ny ou\ne v en\nsee\nthat\nin\na\nlittle\nbit\nof\nour\nguidance,\nsome\nof\nthat\nimpact\nfr om\na\ny ear-o v er-y ear\nbasis.\nMark\nMoer dler\nThat\nwas\nincr edibly\nhelpful.\nI\nr eally\ndo\nappr eciate.\nThank\ny ou\nfor\nthe\ncolor\nand\nagain,\ncongr atulations\non\nwhat' s\nhappening.\nSaty a\nNadella\nThanks,\nMark.\nBr ett\nIv ersen\nJoe,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ent\nThill\nwith\nJeff eries.\nPlease\npr oceed\nBr ent\nThill", "start_char_idx": 1040, "end_char_idx": 1824, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3e4e255f-d6d9-430f-875d-3d09486f051f": {"__data__": {"id_": "3e4e255f-d6d9-430f-875d-3d09486f051f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5628bdb2-51bf-4a05-8b94-fba907791a39", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "644ac2310570a38ff2dab5ed31ffe449645a776b536ae26e2a59a182cd2b3c18", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "63ead2bf-35c5-4de2-ad74-9976ac06a998", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "06c713d8b61b39b6270da64748854c6d3851301f22489e7704b47cb4a36fad28", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ca11f77a-3a09-4810-a13c-8d7f70324d9d", "node_type": "1", "metadata": {}, "hash": "5bf0565f6fd3704d48d70aeb11fb91389b898d2e7f56e6dbbc9b587058eb71d6", "class_name": "RelatedNodeInfo"}}, "hash": "f3cc207babfba8ba13ffd557d7b27cdb7d5601f629ff2c57b197464d434edf4b", "text": "Thanks.\nOn\nCopilot\nmonetization,\ncan\ny ou\njust\ngiv e\nus\na\nsense\nof\nhow\nmuch\nshows\nup,\nwher e\nwe 'r e\ngoing\nt o\nsee\nit?\nAnd\nultimately ,\nis\nther e\na\nsimple\nprice\nlift\nthat\ny ou\nthink\ny ou\ncan\nget\nthr ough\nCopilot,\nsa y ,\n10%,\n20%,\n30%\nabo v e\nwher e\ny ou\nsaw\nthe\nr egular\ncomponents\nof\nthe\nSuite\nor\nis\nit\nt oo\nhar d\nt o\nfact or\nin?\nThank\ny ou.\nSaty a\nNadella\nI\nmean,\no v er all,\nwe\ndo\nplan\nt o\nmonetiz e\na\nsepar ate\nset\nof\nmeters\nacr oss\nall\nof\nthe\ntech\nstack,\nwhether\nthe y 'r e\nconsumption\nmeters\nor\nper\nuser\nsubscriptions.\nThe\nCopilot\nthat' s\npriced\nand\nit\nis\nther e\nis\nGitHub\nCopilot.\nThat' s\na\ngood\nexample\nof\nincr ementally\nhow\nwe\nmonetiz e\nthe\nprices\nthat\nar e\nther e\nout\nther e\nand\nothers\nar e\nt o\nbe\npriced\nbecause\nthe y 'r e\nin\npr e view\nmode.\nBut\ny ou\ncan\nexpect\nus\nt o\ndo\nwhat\nwe 'v e\ndone\nwith\nGitHub\nCopilot\npr etty\nmuch\nacr oss\nthe\nboar d.\nA my\nHood\nY eah,\nBr ent.\nThe\nbest\nwa y\nof\nthinking\nabout\nthis\nis\nwhen\nwe\nbelie v e\nwe \u2019r e\nadding\na\nlot\nof\nv alue.\nAnd\nfr ankly ,\nthat\u2019 s\nwhat\nthe\nCopilots\nar e\ndoing\nand\nsome\npr", "start_char_idx": 0, "end_char_idx": 1032, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ca11f77a-3a09-4810-a13c-8d7f70324d9d": {"__data__": {"id_": "ca11f77a-3a09-4810-a13c-8d7f70324d9d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5628bdb2-51bf-4a05-8b94-fba907791a39", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "644ac2310570a38ff2dab5ed31ffe449645a776b536ae26e2a59a182cd2b3c18", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3e4e255f-d6d9-430f-875d-3d09486f051f", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "f3cc207babfba8ba13ffd557d7b27cdb7d5601f629ff2c57b197464d434edf4b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c90d64f1-a7d9-4e74-8a02-2f9b9ee12936", "node_type": "1", "metadata": {}, "hash": "56f4857d7be9b09a2dcd4a53db9cbcf068146d935b8575273fbaaa7b2201164a", "class_name": "RelatedNodeInfo"}}, "hash": "5bf0565f6fd3704d48d70aeb11fb91389b898d2e7f56e6dbbc9b587058eb71d6", "text": "s\nwhat\nthe\nCopilots\nar e\ndoing\nand\nsome\npr oductivity\nimpr o v ement,\ny ou\ncan\nexpect\nthat\nwe\nwill\nha v e\nthis\nprice\nfor\nthose\nand\ny ou\u2019 ll\nbe\nable\nt o\nlook\nat\nthat\nas\nwe\nget\nt o\nr elease,\nand\nt o\nSaty a \u2019 s\npoint,\nGitHub\nCopilot\nis\na\ngr eat\nexample.\nBr ent\nThill\nThanks.\nBr ett\nIv ersen\nJoe,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nRaimo\nLenschow\nwith\nBar cla ys.\nPlease\npr oceed\nRaimo\nLenschow\nThank\ny ou.\nCongr ats\nfr om\nme\nas\nwell.\nJust\nsta ying\non\nthe\nAI\ntheme\nand\nmor e\nthinking\nabout\nthe\ngr oss\nmar gin\nimpact\non\nA zur e.\nCan\ny ou\njust,\nSaty a,\ncan\ny ou\nma ybe\na\nlittle\n-\ntalk\na\nlittle\nbit\nabout\nlik e\nhow\ny ou\nsee\nthe\ncost\nof\ncompute\nfor\nAI\nworkloads\nv ersus\nkind\nof\nthe\nclassic\nworkloads\nand\nhow\ndo\ny ou\nthink\nthat\nwill\ne v olv e\no v er\ntime?\nThank\ny ou.\nSaty a\nNadella", "start_char_idx": 990, "end_char_idx": 1804, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c90d64f1-a7d9-4e74-8a02-2f9b9ee12936": {"__data__": {"id_": "c90d64f1-a7d9-4e74-8a02-2f9b9ee12936", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "987d0f61-dccf-423d-95a6-db9b9e6cdad3", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "0379dbface57ff2ec89d7eda097d6d6ad84712e979c494cb77bf432f4b0011df", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ca11f77a-3a09-4810-a13c-8d7f70324d9d", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "5bf0565f6fd3704d48d70aeb11fb91389b898d2e7f56e6dbbc9b587058eb71d6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f8d94bac-4f23-49dd-9983-b4adadc519c8", "node_type": "1", "metadata": {}, "hash": "71f4ad03e0a47685f9de805f574b169e9e099001b3049f0fdfe6da51c189efc2", "class_name": "RelatedNodeInfo"}}, "hash": "56f4857d7be9b09a2dcd4a53db9cbcf068146d935b8575273fbaaa7b2201164a", "text": "Y es,\na\ncouple\nof\nthem.\nOne\nis\nclearly\nthe\nacceler ated\ncompute\nis\nwhat\ngets\nused\nt o\ndriv e\nAI.\nAnd\nthe\nthing\nthat\nwe\nar e\nv er y ,\nv er y\nfocused\non\nis\nt o\nmak e\nsur e\nthat\nwe\nget\nit\nv er y\ne\ufb03cient\nin\nthe\nusage\nof\nthose\nr esour ces.\nIf\ny ou\nthink\nabout\nsor t\nof\nwhat\nthe\nhyperscaler\ndoes,\nit' s\nnot\njust\nr ack\nand\nstack\nsor t\nof\nhar dwar e.\nThe y\nuse\nsoftwar e\nt o\noptimiz e\nthe\nper formance\nof\na\ngiv en\nworkload\nand,\nin\nfact,\nheter ogeneous\nworkloads\non\na\ngiv en\nset\nof\nhar dwar e.\nAnd\nso\nwe\nha v e\nmany\nknobs\nthat\nwe \u2019 ll\ncontinuously\ncontinue\nt o\ndriv e\noptimization\nacr oss\nit.\nAnd\ny ou\nsee\nit\ne v en\nin\nthe\n--\ne v en\nfor\na\ngiv en\ngener ation\nof\na\nlar ge\nmodel,\nwher e\nwe\nstar ted\nthem\nt o\nthe\ncost\nfootprint\nt o\nwher e\nwe\nend\nin\nthe\ncost\nfootprint\ne v en\nin\na\nperiod\nof\na\nquar ter\nchanges.\nSo\ny ou\ncan\nexpect\nus\nt o\ndo\nwhat\nwe\nha v e\ndone\no v er\nthe\ndecade\nplus\nwith\nthe\npublic\ncloud\nt o\nbring\nthe\nbene\ufb01ts\nof,\nI\nwould\nsa y ,\ncontinuous\noptimization\nof\nour\nCOGS\nt o\na\ndiv", "start_char_idx": 0, "end_char_idx": 977, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f8d94bac-4f23-49dd-9983-b4adadc519c8": {"__data__": {"id_": "f8d94bac-4f23-49dd-9983-b4adadc519c8", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "987d0f61-dccf-423d-95a6-db9b9e6cdad3", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "0379dbface57ff2ec89d7eda097d6d6ad84712e979c494cb77bf432f4b0011df", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c90d64f1-a7d9-4e74-8a02-2f9b9ee12936", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "56f4857d7be9b09a2dcd4a53db9cbcf068146d935b8575273fbaaa7b2201164a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "45a34ac2-3775-4649-b1ad-cde7dc3eb03d", "node_type": "1", "metadata": {}, "hash": "d340f1f32200c8d29c25e8e6bb28c705b9d72a663ee681813531e99d8a3d3dda", "class_name": "RelatedNodeInfo"}}, "hash": "71f4ad03e0a47685f9de805f574b169e9e099001b3049f0fdfe6da51c189efc2", "text": "y ,\ncontinuous\noptimization\nof\nour\nCOGS\nt o\na\ndiv erse\nset\nof\nworkloads.\nThe\nother\nthing\nI' d\nmention\nis\nthat\nther e\nar e\na\nlot\nof\nworkloads\nnow .\nLik e\none\nof\nthe\nr easons\nwhy\nwe\ngot\nt ogether\nwith\nOpenAI\nprimarily\nwas\nwe\ncame\nout\nand\nsaid,\nthis\ntype\nof\nworkload,\nwhether\nit' s\na\ntr aining\nor\nan\ninf er ence\nworkload\nis\ngoing\nt o\nbe\nmuch\nmor e\ngener ally\nr ele v ant\nfor\nus,\nnot\njust\nin\nthe\ncontext\nof\nAI.\nAnd\nso\ny ou\ncan\nsee\nus\napply\nit\nin\nother\ncontext\nas\nwell.\nA my\nHood\nAnd\nRaimo,\nwe\ntalk ed\na\nbit\nabout\nthis\nwhen\nwe\ntalk ed\nabout\nthe\nnew\nE dge\nand\nthe\nnew\nBing\nwith\nanalysts.\nAnd\nI\nthink\none\nof\nthe\nimpor tant\nthings\nt o\nk eep\nin\nmind,\nwhich\nSaty a\nis\npointing\nt o\nis\nthat\nit' s\nnot\nr eally\njust\nthe\ncost\nof\nA zur e\nand\nthe\nability\nt o\noptimiz e\nacr oss\nthe\nA zur e\nworkloads.\nIt' s\nthat\nr eally\ne v en\nour\n\ufb01rst-par ty\nworkloads\nand\napps\nthat\nar e\nbuilt,\nright,\nar e\nbuilt\non\nthe\nsame\nplatform,\nand\nwe 'r e\nable\nbecause\nwe\nar e\na\nhyperscaler\nand\nbecause\nwe\nha v e\na\nlar ge\ncommer cial\ncloud\n\ufb01rst-par ty\nas\nwell\nas\nconsumer\napps\nlik", "start_char_idx": 928, "end_char_idx": 1965, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "45a34ac2-3775-4649-b1ad-cde7dc3eb03d": {"__data__": {"id_": "45a34ac2-3775-4649-b1ad-cde7dc3eb03d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "987d0f61-dccf-423d-95a6-db9b9e6cdad3", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "0379dbface57ff2ec89d7eda097d6d6ad84712e979c494cb77bf432f4b0011df", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f8d94bac-4f23-49dd-9983-b4adadc519c8", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "71f4ad03e0a47685f9de805f574b169e9e099001b3049f0fdfe6da51c189efc2", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "52aaaab3-c05a-4c66-b398-0b4931a0b6fb", "node_type": "1", "metadata": {}, "hash": "51fd5f760a1bc2cb599137ae273c8bfe29c35a89dbd56326cdd58309a23662e4", "class_name": "RelatedNodeInfo"}}, "hash": "d340f1f32200c8d29c25e8e6bb28c705b9d72a663ee681813531e99d8a3d3dda", "text": "ty\nas\nwell\nas\nconsumer\napps\nlik e\nBing\nthat\nar e\n\ufb01rst\npar ty ,\nwe 'r e\nable\nt o\ntak e\nadv antage\nof\nthat\nand\nGPU\nutilization,\nAI\nser vices\nutilization\nacr oss\nthe\nstack.\nAnd\nso\nit' s\nnot\njust\nsor t\nof\nwher e\nSaty a\nwanted\nt o\nsee\ne v en\na\nbr oader\nbene\ufb01t\nof\nbeing\na\nhyperscaler .\nRaimo\nLenschow\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nRaimo.\nJoe,\nnext\nquestion\nplease.\nOper at or", "start_char_idx": 1934, "end_char_idx": 2309, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "52aaaab3-c05a-4c66-b398-0b4931a0b6fb": {"__data__": {"id_": "52aaaab3-c05a-4c66-b398-0b4931a0b6fb", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "16609ba7-d7fa-4cb1-9d5c-26f4729937cb", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "c75e53ad89fa887600844d4c73357e7c65ebc36485dfb885e6cdadb98b13e257", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "45a34ac2-3775-4649-b1ad-cde7dc3eb03d", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "d340f1f32200c8d29c25e8e6bb28c705b9d72a663ee681813531e99d8a3d3dda", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9687360d-78f2-4f1d-8935-031d82c050dd", "node_type": "1", "metadata": {}, "hash": "b1369783df5dc73d34d8426e8a40100d497015a3a47403b188f2f16974ae3ac5", "class_name": "RelatedNodeInfo"}}, "hash": "51fd5f760a1bc2cb599137ae273c8bfe29c35a89dbd56326cdd58309a23662e4", "text": "Our\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nK eith\nBachman\nwith\nBMO .\nPlease\npr oceed\nK eith\nBachman\nGood\nafternoon.\nGood\ne v ening.\nThank\ny ou\nfor\ntaking\nthe\nquestion.\nI\nwant\nt o\naddr ess\nthis\nup\nt o\ny ou,\nif\nI\ncould.\nOn\ny our\npr epar ed\nr emarks,\ny ou\ncommented\nthat\ny ou\nthought\nthat\noper ating\nexpense\ngr owth\nwould\nbe\nlower .\nI\nwas\nhoping\nt o\njust\nma ybe\n\ufb02esh\nthat\nout\nwith\nsome\nbr oader\ncomments.\nCould\ny ou\ntalk\nabout\nhow\ny ou\nsee\nany\nkind\nof\ndir ectional\ncolor\non\nhow\ny ou\nsee\ngr oss\nmar gins\ne v olving,\ngiv en\nmix\nand\npar ticularly\nsuppor ting\ngener ativ e\nAI\nand/or\nany\nother\ncomments\nthat\nmight\nhelp\nshape\nour\nthinking\nas\nwe\nbegin\nt o\nlook\nat\nthe\noper ating\nmar gin\nfor\nthe\nnext\n\ufb01scal\ny ear?\nThank\ny ou.\nA my\nHood\nThanks,\nK eith.\nIt' s\npr obably\na\ngood\noppor tunity\nt o\nexplain\na\nbit\nabout\nhow\nI\nthink\nabout\nwher e\nwe\nar e,\nwhich\nis\n--\nif\ny ou\nlook\nat\nall\nof\nthe\nbusinesses\nwe 'r e\nin\nand\nwe\nlook\nabout\nour\ncompetitiv eness\nin\nthose\nbusinesses.\nAnd\nthis\nis\nbefor e\nSaty a\nstar ted\nt o\ncomment\na\nbit\nabout\nour\nr elativ e\nper formance\nv ersus\nabsolute.\nAnd\nI'll\ntell\ny", "start_char_idx": 0, "end_char_idx": 1076, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9687360d-78f2-4f1d-8935-031d82c050dd": {"__data__": {"id_": "9687360d-78f2-4f1d-8935-031d82c050dd", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "16609ba7-d7fa-4cb1-9d5c-26f4729937cb", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "c75e53ad89fa887600844d4c73357e7c65ebc36485dfb885e6cdadb98b13e257", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "52aaaab3-c05a-4c66-b398-0b4931a0b6fb", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "51fd5f760a1bc2cb599137ae273c8bfe29c35a89dbd56326cdd58309a23662e4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "67834a87-920b-48e7-8be6-b0f7aeebc7ae", "node_type": "1", "metadata": {}, "hash": "92cfc9fba25f89befc8c492e6a190ef35f0a2f68658cec2164c610240b928bac", "class_name": "RelatedNodeInfo"}}, "hash": "b1369783df5dc73d34d8426e8a40100d497015a3a47403b188f2f16974ae3ac5", "text": "e\nper formance\nv ersus\nabsolute.\nAnd\nI'll\ntell\ny ou\nthat\nthe\nener gy\nand\nfocus\nwe\nput\nright\nnow\nis\non\nr elativ e\nper formance\nand\nshar e\ngains.\nRight\nnow ,\nwe\nha v e\nthe\nlar gest\ncommer cial\ncloud\nwith\nincr easing\ncommitments\nb y\ncust omers,\nwith\nnew\nworkloads,\nnew\nT AM\noppor tunities\nthat\nsomething\ny ou'r e\ntalking\nabout\nwith\ncust omers.\nAnd\nour\nfocus\nis\ngoing\nt o\nbe\nand\nwill\nbe\non\ncontinuing\nt o\ntak e\na\ngr owing\nshar e\nof\nthat\nwhile\nwe\ncontinue\nt o\nfocus\non\nour\ncust omers'\nsuccess\nin\ngetting\na\nt on\nof\nv alue\nout\nof\nwhat\nwe\nar e\nselling,\nwhether\nthat' s\nthe\nE5\npr oduct,\nthe\nMicr osoft\n365,\nwhether\nthat' s\nWindows\n365\nt o\nhelp,\nma ybe\nit' s\non\ncompute\ncosts\nand\nPC\ncost,\nwhether\nit' s\nworking\nacr oss\nthe\nA zur e\nstack.\nAnd\nso\nwith\nthat\noppor tunity\nplus\nin\nour\nconsumer\nbusiness,\nthe\nlar gest\nnumber\nof\nactiv e\nde vices\nwe 'v e\nhad\nin\nWindows,\nar e\nstill\nbeing\nused\nmor e\nbeing\nable\nt o\nfocus\non\nedge\nshar e\nand\nbeing\nshar e\nand\ngaming\n--\nbringing\nit\nt o\nthe\nPC\nas\nwell\nacr oss\nt o\nmobile,\nthese\nar e\nthe\noppor tunities\nthat\nwe\nfocus\non\nas\nwe\nthink\nabout\nnext\ny ear .\nAnd\nso\nif\nwe\nf eel\nlik", "start_char_idx": 1028, "end_char_idx": 2127, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "67834a87-920b-48e7-8be6-b0f7aeebc7ae": {"__data__": {"id_": "67834a87-920b-48e7-8be6-b0f7aeebc7ae", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "16609ba7-d7fa-4cb1-9d5c-26f4729937cb", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "c75e53ad89fa887600844d4c73357e7c65ebc36485dfb885e6cdadb98b13e257", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9687360d-78f2-4f1d-8935-031d82c050dd", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "b1369783df5dc73d34d8426e8a40100d497015a3a47403b188f2f16974ae3ac5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4330c7bd-4226-4e8c-84a3-930d11aa8bd1", "node_type": "1", "metadata": {}, "hash": "d7f307420e5d049e106690a060c2190b276db326d00359df67588e836bd84613", "class_name": "RelatedNodeInfo"}}, "hash": "92cfc9fba25f89befc8c492e6a190ef35f0a2f68658cec2164c610240b928bac", "text": "ear .\nAnd\nso\nif\nwe\nf eel\nlik e\nand\nI\ndo,\nthat\nwe\nar e\nwell\npositioned\nt o\ncontinue\nt o\ntak e\nshar e\nin\nso\nmany\nk e y\nplaces,\nthen\nI\nsa y ,\ngr eat,\nand\nwe\nwant\nt o\nbe\nable\nt o\nfocus\non\ninv esting\nin\nAI,\nwhich\nI\ntalk ed\nabout,\nwill\nincr ease\nCOGS\ngr owth,\nbut\nwe 'r e\ncommitted\nt o\nmaking\nsur e\nwe\nha v e\nhealthy\npr o\ufb01tability\nb y\nk eeping\noper ating\nexpenses\nlow .\nAnd\nso\nwhat\nr eally\nthis\npast\ny ear\nhas\nbeen\nabout,\nbut\nr eally\nwhat\nQ3\nstar ts\nt o\nshow\nis\nour\nwillingness\nt o\npiv ot\nt o\nthe\nfutur e\nt o\nmak e\nsur e\nwe\ncan\nk eep\nall\nthose\ncommitments\nthat\nSaty a\nlisted.", "start_char_idx": 2099, "end_char_idx": 2668, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4330c7bd-4226-4e8c-84a3-930d11aa8bd1": {"__data__": {"id_": "4330c7bd-4226-4e8c-84a3-930d11aa8bd1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ed2e342a-0294-4345-9cc2-64677a232094", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "907a695cb51a935a78d4163b220d92bb57d78a66688188276375e3304eceaaec", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "67834a87-920b-48e7-8be6-b0f7aeebc7ae", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "92cfc9fba25f89befc8c492e6a190ef35f0a2f68658cec2164c610240b928bac", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "dc45dddc-40c0-4941-beb0-38f06daa5804", "node_type": "1", "metadata": {}, "hash": "f754d69aa539a640766f5e8a0a9bce202c4b47fa11ca212b167e862ae6ab7a9c", "class_name": "RelatedNodeInfo"}}, "hash": "d7f307420e5d049e106690a060c2190b276db326d00359df67588e836bd84613", "text": "So\nwhile\nI\nknow\nthat' s\nnot\ngiving\nspeci\ufb01city ,\nit\nis,\nin\nfact,\nhow\nwe\nthink\nabout\nlong-term\nsuccess,\nin\nbeing\nwell\npositioned\nin\nbig\nmark ets,\ntaking\nshar e\nin\nthose\nmark ets,\ncommitting\nt o\nmak e\nsur e\nwe 'r e\ngoing\nt o\nlead\nthis\nwa v e,\nsta ying\nfocused\non\ngr oss\nmar gin\nimpr o v ements\nwher e\nwe\ncan.\nSome\nof\nthem\nwill\ncome\nin\nAI\no v er\ntime,\ngiv en\nour\ncommitment\nt o\nthe\nbuild-out.\nW e\nwill\nchar ge\nfor\nthose\nAI\ncapabilities\nand\nthen\nultimately\nwill\ndeliv er\noper ating\npr o\ufb01t.\nSaty a\nNadella\nY eah.\nI\nmean,\njust\nt o\nadd\nt o\nit,\nduring\nthese\nperiods\nof\ntr ansition,\nthe\nwa y\nI\nthink\nas\nshar eholders,\ny ou\nma y\nwant\nt o\nlook\nat\nis\nwhat' s\nthe\noppor tunity\nset\nahead.\nW e\nha v e\na\ndiff er entiated\npla y\nt o\ngo\nafter\nthat\noppor tunity\nset,\nwhich\nwe\nbelie v e\nwe\nha v e.\nBoth\nthe\noppor tunity\nset\nin\nterms\nof\nT AM\nis\nbigger ,\nand\nour\ndiff er entiation\nat\nthe\nv er y\nstar t\nof\na\ncy cle,\nwe\nf eel\nwe\nha v e\na\ngood\nlead\nand\nwe\nha v e\ndiff er entiated\noff erings\nup\nand\ndown\nthe\nstack.\nAnd\nso\nther efor e,\nthat' s\nthe\nsor t\nof\nappr oach\nwe 'r", "start_char_idx": 0, "end_char_idx": 1043, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dc45dddc-40c0-4941-beb0-38f06daa5804": {"__data__": {"id_": "dc45dddc-40c0-4941-beb0-38f06daa5804", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ed2e342a-0294-4345-9cc2-64677a232094", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "907a695cb51a935a78d4163b220d92bb57d78a66688188276375e3304eceaaec", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4330c7bd-4226-4e8c-84a3-930d11aa8bd1", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "d7f307420e5d049e106690a060c2190b276db326d00359df67588e836bd84613", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b83cfe83-a4a6-4d10-a136-afa1aa7254c7", "node_type": "1", "metadata": {}, "hash": "e5f43d196cc97ea1a4f17bd0d50eb41b322b4fadd652954500ca0a2d6ea390d7", "class_name": "RelatedNodeInfo"}}, "hash": "f754d69aa539a640766f5e8a0a9bce202c4b47fa11ca212b167e862ae6ab7a9c", "text": "s\nthe\nsor t\nof\nappr oach\nwe 'r e\ngoing\nt o\ntak e,\nwhich\nis\nhow\ndo\nwe\nmaximiz e\nthe\nr eturn\nof\nthat\nstar ting\nposition\nfor\ny ou\nall\nas\nshar eholders\nlong\nterm.\nThat' s\nsor t\nof\nwher e\nwe\nlook\nat\nit.\nAnd\nwe 'll\nmanage\nthe\nP&L\ncar efully\ndriving\noper ating\nle v er age\nin\na\ndisciplined\nwa y\nbut\nnot\nbeing\nshy\nof\ninv esting\nwher e\nwe\nneed\nt o\ninv est\nin\nor der\nt o\ngr ab\nthe\nlong-term\noppor tunity .\nAnd\nso\nob viously ,\nwe\nwill\nsee\nshar e\ngains\n\ufb01rst,\nusage\n\ufb01rst,\nthen\nGM,\nthen\nOPInc,\nright,\nlik e\na\nclassic\nP&L\n\ufb02ow .\nBut\nwe\nf eel\ngood\nabout\nour\nposition.\nK eith\nBachman\nAll\nright.\nMany\nthanks\nfor\nthe\nanswer .\nBr ett\nIv ersen\nThanks,\nK eith.\nJoe,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nKarl\nK eirstead\nwith\nUBS.\nPlease\npr oceed\nKarl\nK eirstead\nThanks.\nW e 'v e\nhad\na\nlot\nof\nquestions\non\nAI\nand\nA zur e,\nso\nma ybe\njust\nt o\nr ound\nit\nout.\nJust\non\nthe\nO\ufb03ce\n365\nbusiness,\nAmy .\n16%\nconstant\ncurr ency\nguide\nfor\nJune,\nnot\nr eally\nseeing\nmuch\nseat\ndegr adation\ndespite\nob viously\na\ntight\nlabor\nmark et,\nso\nit'", "start_char_idx": 1013, "end_char_idx": 2049, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b83cfe83-a4a6-4d10-a136-afa1aa7254c7": {"__data__": {"id_": "b83cfe83-a4a6-4d10-a136-afa1aa7254c7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ed2e342a-0294-4345-9cc2-64677a232094", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "907a695cb51a935a78d4163b220d92bb57d78a66688188276375e3304eceaaec", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "dc45dddc-40c0-4941-beb0-38f06daa5804", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "f754d69aa539a640766f5e8a0a9bce202c4b47fa11ca212b167e862ae6ab7a9c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fe93414a-6ec3-4651-83dc-a45a7e999ff6", "node_type": "1", "metadata": {}, "hash": "5c77e23c13897df4c8e42bb5ae7ee7a187fcd6c7e6d0aeeb5c41f1a7eee910ae", "class_name": "RelatedNodeInfo"}}, "hash": "e5f43d196cc97ea1a4f17bd0d50eb41b322b4fadd652954500ca0a2d6ea390d7", "text": "viously\na\ntight\nlabor\nmark et,\nso\nit' s\npr o v en\nt o\nbe\nv er y\nr esilient.\nCould\ny ou\njust\nunpack\nthe\nsensitivity\nt o\nthat\nheadcount\nr eduction,\ngiv en", "start_char_idx": 2012, "end_char_idx": 2164, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fe93414a-6ec3-4651-83dc-a45a7e999ff6": {"__data__": {"id_": "fe93414a-6ec3-4651-83dc-a45a7e999ff6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d5a04bf2-4a90-4850-b064-e4a83a659a23", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "361bebb92c674676c169641f1d79b11842771e43b6dfe021e51356b1be39f407", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b83cfe83-a4a6-4d10-a136-afa1aa7254c7", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "e5f43d196cc97ea1a4f17bd0d50eb41b322b4fadd652954500ca0a2d6ea390d7", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9f02c961-18cf-42c9-8280-41be85c6ee04", "node_type": "1", "metadata": {}, "hash": "4b80aae2457d7c856d61384933de03a9a1dbe5d36da2bc3fa24798c9bf460e74", "class_name": "RelatedNodeInfo"}}, "hash": "5c77e23c13897df4c8e42bb5ae7ee7a187fcd6c7e6d0aeeb5c41f1a7eee910ae", "text": "that\nacr oss\ny our\ncust omer\nbase,\nat\nleast\nslower\nr ate\nof\nhiring,\njust\ngiv en\nthat\nthis\nis\nan\nenormous\nseat-based\nbusiness?\nIt\ndoesn 't\nseem\nt o\nbe\nshowing\nup.\nMa ybe\ny ou\ncould\njust\nhelp\nus\nunderstand\nwhat' s\ndriving\nthat\ncontinued\nseat\ngr owth\nand\nhow\ndur able\nthat\nis?\nA my\nHood\nThanks,\nKarl.\nI\nthink\nI\nwould\nstep\nback\nand\nsa y\nwe\nha v e\nseen,\nI\nmean,\nthe\nO\ufb03ce\n365\nsuite\nbut\nbr oadly ,\nthe\nMicr osoft\n365\nsuite\nadds\na\nt on\nof\nv alue\nfor\nusers.\nAnd\nso\nif\ny ou\nthink\nabout\nthe\nusers\nand\non\nthe\nglobal\nbase,\nwe 'v e\nbeen\nable\nt o\nadd\nusers,\nwhich\ny ou\ncontinue\nt o\nsee.\nW e\nstill\nha v e\nin\nthe\nfr ontline\nscenario\nat\nan\nSMB\noppor tunity\nt o\ncontinue\nt o\ngr ow .\nAnd\nin\nthe\nenterprise,\nwher e\nwe\nar e\na\nbasic\npr oductivity\nt ool,\nthe\nlabor\nmark et\nis\nstill\ntight\nin\nmost\nplaces,\nand\nwe\ncontinue\nt o\nsee\ncust omers\ncommitted\nt o\nthe\nv alue\nthe y 'r e\ngetting.\nAnd\nso\nI\n--\nthis\nis\nnot\nsomething\nthat\n--\nI\nthink\nour\nfocus\nhas\nr eally\nbeen\non\ncontinuing\nt o\nget\nhealthy\nr enewals,\ncontinue\nt o\nadd\nnew\npr oducts\nat\nr enewal\nwher e\nit\nmak es\nsense\nt o\nsa v", "start_char_idx": 0, "end_char_idx": 1052, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9f02c961-18cf-42c9-8280-41be85c6ee04": {"__data__": {"id_": "9f02c961-18cf-42c9-8280-41be85c6ee04", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d5a04bf2-4a90-4850-b064-e4a83a659a23", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "361bebb92c674676c169641f1d79b11842771e43b6dfe021e51356b1be39f407", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "fe93414a-6ec3-4651-83dc-a45a7e999ff6", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "5c77e23c13897df4c8e42bb5ae7ee7a187fcd6c7e6d0aeeb5c41f1a7eee910ae", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "11e986d5-ba7a-4a53-bb4c-6f43d3bc1eae", "node_type": "1", "metadata": {}, "hash": "0b120da5b6345d245a3f973f1759ad4f3df4300d50a987999df21e9be032643e", "class_name": "RelatedNodeInfo"}}, "hash": "4b80aae2457d7c856d61384933de03a9a1dbe5d36da2bc3fa24798c9bf460e74", "text": "enewal\nwher e\nit\nmak es\nsense\nt o\nsa v e\ncust omers\nmone y\nand\nincr ease\nv alue.\nAnd\nso\nI\nthink\nthat' s\nthe\nst or y\nof\nthe\nr esilience\ny ou'r e\nseeing.\nAnd\nof\ncourse,\nwe\ndid\nha v e\na\ngood\nE5\nquar ter ,\nwhich\ny ou'r e\nstar ting\nt o\nsee\nand\nit\nhelps\non\nARPU.\nBr ett\nIv ersen\nJoe,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nRishi\nJaluria\nwith\nRBC.\nPlease\npr oceed\nRishi\nJaluria\nHi,\nSaty a.\nHi,\nAmi.\nThanks\nso\nmuch\nfor\ntaking\nmy\nquestion.\nNice\nt o\nsee\ncontinued\nr esilience\nin\nthe\nbusiness.\nI\nwanted\nt o\nget\nback\nt o\nthe\nt opic\nof\nAI\nbut\nI\nthink\nma ybe\na\nlittle\nbit\nlonger\nterm.\nWhat\n--\nhow\nar e\ny ou\nthinking\nabout\nthe\npotential\nfor\nr egulation\nar ound\nAI,\nsome\nof\nthe\nconcerns\nar ound\ndata\nand\ncust omer\npriv acy\nand\ngo v ernance?\nAnd\nwhat\ndo\ny ou\nthink\ny ou\ncan\ndo\nt o\nma ybe\nquell\nsome\nof\nthose\nf ears\nthat\ngo v ernments\nand\ncust omers\nand\nor ganizations\nha v e\nar ound\nthat?\nThanks.\nSaty a\nNadella\nY eah.\nThanks,\nRishi\nfor\nthe\nquestion.\nSo\no v er all,\nwe 'v e\ntak en\nthe\nappr oach\nthat\nwe\nar e\nnot\nwaiting\nfor\nr egulation\nt", "start_char_idx": 1014, "end_char_idx": 2071, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "11e986d5-ba7a-4a53-bb4c-6f43d3bc1eae": {"__data__": {"id_": "11e986d5-ba7a-4a53-bb4c-6f43d3bc1eae", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d5a04bf2-4a90-4850-b064-e4a83a659a23", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "361bebb92c674676c169641f1d79b11842771e43b6dfe021e51356b1be39f407", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9f02c961-18cf-42c9-8280-41be85c6ee04", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "4b80aae2457d7c856d61384933de03a9a1dbe5d36da2bc3fa24798c9bf460e74", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "46129aab-f506-482f-8cc3-2254a8cadde1", "node_type": "1", "metadata": {}, "hash": "a22d2cf624133b49af24ab367868a6108ee89518085c9b599fe1dc1cf6b91ff3", "class_name": "RelatedNodeInfo"}}, "hash": "0b120da5b6345d245a3f973f1759ad4f3df4300d50a987999df21e9be032643e", "text": "e\nnot\nwaiting\nfor\nr egulation\nt o\nshow\nup.\nW e\nar e\ntaking\nan\nappr oach\nwher e\nthe\nunintended", "start_char_idx": 2040, "end_char_idx": 2133, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "46129aab-f506-482f-8cc3-2254a8cadde1": {"__data__": {"id_": "46129aab-f506-482f-8cc3-2254a8cadde1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a2b3a471-3f94-407e-845a-d611120f8006", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "80225c49b5668e4f27d5e4a9d7144d842b71418d018ed1bdcf500042ebe3a7af", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "11e986d5-ba7a-4a53-bb4c-6f43d3bc1eae", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "0b120da5b6345d245a3f973f1759ad4f3df4300d50a987999df21e9be032643e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7d6fd2aa-33d3-4fd2-a57c-802e1437a52a", "node_type": "1", "metadata": {}, "hash": "a87d2398775633f2f21b4373055ae54c12c63f5c3b9a93ce58ac2d7508ec2e34", "class_name": "RelatedNodeInfo"}}, "hash": "a22d2cf624133b49af24ab367868a6108ee89518085c9b599fe1dc1cf6b91ff3", "text": "consequences\nof\nany\nnew\ntechnology\nis\nsomething\nthat\nfr om\nda y\n1,\nwe\nthink,\nabout\nas\n\ufb01rst\nclass\nand\nbuild\nint o\nour\nengineering\npr ocess\nall\nthe\nsaf eguar ds.\nSo\nfor\nexample,\nin\n2016\nis\nwhen\nwe\nput\nout\nthe\nAI\nprinciples,\nwe\ntr anslated\nthe\nAR\nprinciples\nint o\na\nset\nof\ninternal\nstandar ds\nthat\nthen\nar e\nfur ther\ntr anslated\nint o\nan\nimplementation\npr ocess\nthat\nthen\nwe\nhold\nourselv es\nt o\ninternal\naudit\nessentially .\nSo\nthat' s\nthe\nfr amework\nwe\nha v e.\nW e\nha v e\na\nChief\nAI\nO\ufb03cer\nwho\nis\nsor t\nof\nr esponsible\nfor\nboth\nthinking\nof\nwhat\nthe\nstandar ds\nar e\nand\nthen\nthe\npeople\nwho\ne v en\nhelp\nus\ninternally\naudit\nour\nfollowing\nof\nthe\npr ocess.\nAnd\nso\nwe\nf eel\nv er y ,\nv er y\ngood\nin\nterms\nof\nus\nbeing\nable\nt o\ncr eate\ntrust\nin\nthe\nsystems\nwe\nput\nout\nther e.\nAnd\nso\nwe\nwill\nob viously\nengage\nwith\nany\nr egulation\nthat\ncomes\nup\nin\nany\njurisdiction.\nBut\nquite\nhonestly ,\nwe\nthink\nthat\nthe\nmor e\nther e\nis\nany\nform\nof\ntrust\nas\na\ndiff er entiated\nposition\nin\nAI,\nI\nthink\nwe\nstand\nt o\ngain\nfr om\nthat.\nRishi\nJaluria\nAll\nright.\nW onder ful.\nThank\ny ou\nso\nmuch.\nBr ett\nIv", "start_char_idx": 0, "end_char_idx": 1068, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7d6fd2aa-33d3-4fd2-a57c-802e1437a52a": {"__data__": {"id_": "7d6fd2aa-33d3-4fd2-a57c-802e1437a52a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a2b3a471-3f94-407e-845a-d611120f8006", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "80225c49b5668e4f27d5e4a9d7144d842b71418d018ed1bdcf500042ebe3a7af", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "46129aab-f506-482f-8cc3-2254a8cadde1", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "a22d2cf624133b49af24ab367868a6108ee89518085c9b599fe1dc1cf6b91ff3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "73c50613-81a9-4fe8-96b7-246fd6088530", "node_type": "1", "metadata": {}, "hash": "f6f64330d811a2d987ba082b4766773a81650236cfb637f2721dc823c67bba74", "class_name": "RelatedNodeInfo"}}, "hash": "a87d2398775633f2f21b4373055ae54c12c63f5c3b9a93ce58ac2d7508ec2e34", "text": "onder ful.\nThank\ny ou\nso\nmuch.\nBr ett\nIv ersen\nThanks,\nRishi.\nJoe,\nwe\nha v e\ntime\nfor\none\nlast\nquestion.\nOper at or\nAnd\nour\nlast\nquestion\nwill\ncome\nfr om\nthe\nline\nof\nMichael\nT urrin\nwith\nW ells\nF ar go.\nPlease\npr oceed\nMichael\nT urrin\nHe y .\nGr eat.\nThanks.\nAppr eciate\ny ou\nsqueezing\nme\nin.\nI\nwant\nt o\nask\na\nquestion\non\nthe\nconsolidation\npla y\nthat\nMicr osoft\nis\npositioning\nfor\ngiving.\nThat' s\nsomething\nwe\nhear\nclearly\nt op\nof\nmind\nfor\nI T\ndecision-mak ers\ncurr ently .\nY ou\nha v e\nclear\npla ys\nther e\nacr oss\nsecurity\ninfr astructur e\napps\nand\nother\nar eas.\nSo\nit\nwould\njust\nbe\ngr eat\nt o\nhear\ny our\nview\non\nthe\nMicr osoft\nconsolidation\npla ybook\nin\nthe\ncurr ent\nenvir onment,\nand\nif\nther e\nar e\ncer tain\nar eas\ny ou'r e\npar ticularly\nfocused\non\nor\nseeing\nmor e\ntr action\nar ound.\nThank\ny ou.\nSaty a\nNadella\nY eah.\nI\nmean,\nI'll\nstar t\nand\nAmy ,\ny ou\ncan\nadd.\nI\nthink\nAmy\nr ef er enced\nt o\ne v en\nin\nthe\ncontext\nof\nMicr osoft\n365\nand\nO\ufb03ce\n365.\nBut\nfundamentally ,\nwhat\nwe\nar e\nfocused\non\nis\nmaking\nsur e\nthat\nthe\ncust omers\nar e\nable\nt o\nderiv e\nthe\nv alue\nout\nof\nour\noff", "start_char_idx": 1028, "end_char_idx": 2102, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "73c50613-81a9-4fe8-96b7-246fd6088530": {"__data__": {"id_": "73c50613-81a9-4fe8-96b7-246fd6088530", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a2b3a471-3f94-407e-845a-d611120f8006", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "80225c49b5668e4f27d5e4a9d7144d842b71418d018ed1bdcf500042ebe3a7af", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7d6fd2aa-33d3-4fd2-a57c-802e1437a52a", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "a87d2398775633f2f21b4373055ae54c12c63f5c3b9a93ce58ac2d7508ec2e34", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "cda6afff-ad3c-44a9-abe8-44a0498e60d5", "node_type": "1", "metadata": {}, "hash": "1c741d70c0e727b0c18e1837ee332958ce900ae95ed8ae302835b0d37670d056", "class_name": "RelatedNodeInfo"}}, "hash": "f6f64330d811a2d987ba082b4766773a81650236cfb637f2721dc823c67bba74", "text": "o\nderiv e\nthe\nv alue\nout\nof\nour\noff erings,\nright,\nwhether\nit' s\nthe\nMicr osoft\n365\nsuite\nv alue,\nwhich\nis\nsigni\ufb01cant,\nwhether\nit' s\nE3\nor\nE5.\nAnd", "start_char_idx": 2067, "end_char_idx": 2213, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cda6afff-ad3c-44a9-abe8-44a0498e60d5": {"__data__": {"id_": "cda6afff-ad3c-44a9-abe8-44a0498e60d5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0bf4769f-92a2-445e-a1aa-052ac80c12cd", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "5867b5094f9228b9b08ffbf5881954b379c1bef68a34f00ede09a4774638664b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "73c50613-81a9-4fe8-96b7-246fd6088530", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "f6f64330d811a2d987ba082b4766773a81650236cfb637f2721dc823c67bba74", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "21b93a51-2f92-4efe-a653-488b57a62074", "node_type": "1", "metadata": {}, "hash": "6b3a29ee08347d55bcde31695b24bb6827071e311f7ed9fc163a0ad66ad6a227", "class_name": "RelatedNodeInfo"}}, "hash": "1c741d70c0e727b0c18e1837ee332958ce900ae95ed8ae302835b0d37670d056", "text": "we\nwant\nt o\nmak e\nsur e\nthat\nour\n--\nthe y 'r e\ngetting\ndeplo y ed,\nthe y 'r e\ngetting\nused\nand\nthat' s\nob viously\ngoing\nt o\nlead\nt o\nour\nshar e\ngains\nin\nmany\ncases.\nSame\nthing\nin\nsecurity .\nThat' s\na\nplace\nwher e\nthis\nquar ter ,\ny ou\nsaw\nsome\ngood\nr esults\nfr om\nus.\nAnd\nsame\non\nup\nand\ndown\nthe\nstack\nacr oss\nA zur e,\nright?\nSo\nwhen\ny ou\nthink\nabout\nAI,\nthe\nanat omy\nof\nan\nAI\napplication\nis\nnot\njust\nan\nAI\nmodel.\nIn\nfact,\nChatGPT\nitself\nis\na\ngr eat\nexample.\nChatGPT ,\nfor\nexample,\nuses\nCosmos\nDB\nas\ntheir\ncor e\ndatabase.\nAnd\nso\nther efor e,\nwe\nwant\nt o\nmak e\nsur e\nthat\nour\nser vices,\nas\nthe y\nar e\ncompetitiv e,\nget\nused\nt ogether ,\nwhether\nit' s\nthe\nIaaS\nla y er ,\nthe\nP aaS\nla y er\nor\nthe\nSaaS\nla y er .\nA my\nHood\nAnd\nma ybe\none\nthing\nI\nwould\nadd,\nMichael,\nis\nthat\nI\nknow\nthe\nquestion\nis\nconsolidation,\nbut\nanother\naspect\nof\nthat\nis\nthat\nsome\nof\nthe\nnew\nbusiness\npr ocess\naut omation\nwork\nthat' s\ngoing\nt o\nget\ndone,\nwhether\nthat' s\nthe\nDynamics\nworkload\nthat\nwe 'v e\ntalk ed\nabout,\nit\nalso\nwill\nbene\ufb01t\nfr om\nha ving\nthe\nAI\nser vices\na v ailable\non\nA zur e,\nfr", "start_char_idx": 0, "end_char_idx": 1063, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "21b93a51-2f92-4efe-a653-488b57a62074": {"__data__": {"id_": "21b93a51-2f92-4efe-a653-488b57a62074", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0bf4769f-92a2-445e-a1aa-052ac80c12cd", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "5867b5094f9228b9b08ffbf5881954b379c1bef68a34f00ede09a4774638664b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "cda6afff-ad3c-44a9-abe8-44a0498e60d5", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "1c741d70c0e727b0c18e1837ee332958ce900ae95ed8ae302835b0d37670d056", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d6f3c0d6-8c8f-4e42-be69-d07eaaca9ddf", "node_type": "1", "metadata": {}, "hash": "56859cd5d30ed18cd42d948259dada6fda22f805ba83d8d3e1a77c99a16b5263", "class_name": "RelatedNodeInfo"}}, "hash": "6b3a29ee08347d55bcde31695b24bb6827071e311f7ed9fc163a0ad66ad6a227", "text": "vices\na v ailable\non\nA zur e,\nfr om\nha ving\nthe\ncor e\nA zur e\ncapabilities\nas\nwell\nas\nactually\nsome\nfr ont-end\nstuff\nthat\npeople\nar e\nbuying\nin\nMicr osoft\n365\nt o\nclose\nthese\nloops\nin\na\nnew\nwa y .\nAnd\nso\nI\nthink\nma ybe\nit' s\nnot\nthe\ntr aditional\nde\ufb01nition\nof\nconsolidation.\nBut\nwhen\npeople\nlook\nand\nsa y ,\nwhat\nv endor\nadds\na\nlot\nof\nv alue\nand\nhas\nthe\nt ools\nthat\nwe\nneed\nand,\nin\nmany\ninstances,\nalr eady\nown\nt o\nbe\nable\nt o\ndo\nthis\nbusiness\npr ocess\nwork,\nI\nthink\nwe\nha v e\na\ngr eat\nv alue\nand,\nfr ankly ,\npr obably\nleading\nt ools\nin\nalmost\ne v er y\nv er tical.\nMichael\nT urrin\nGr eat.\nThank\ny ou.\nBr ett\nIv ersen\nThank\ny ou,\nMichael.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y ' s\nearnings\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nThank\ny ou,\nall.\nA my\nHood\nThank\ny ou.\nSaty a\nNadella\nThanks\nso\nmuch.\nOper at or", "start_char_idx": 1031, "end_char_idx": 1901, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d6f3c0d6-8c8f-4e42-be69-d07eaaca9ddf": {"__data__": {"id_": "d6f3c0d6-8c8f-4e42-be69-d07eaaca9ddf", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript", "period": "Q3 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2b1975e1-74ab-4b86-813b-985308c5b4a7", "node_type": "4", "metadata": {"page_label": "25", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "dd7d1404c7a91e2f6f2fc4c232ae394f00237753f84ef67266c5fde8f0f2d1e2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "21b93a51-2f92-4efe-a653-488b57a62074", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q3 2023 Earnings Call Transcript.pdf"}, "hash": "6b3a29ee08347d55bcde31695b24bb6827071e311f7ed9fc163a0ad66ad6a227", "class_name": "RelatedNodeInfo"}}, "hash": "56859cd5d30ed18cd42d948259dada6fda22f805ba83d8d3e1a77c99a16b5263", "text": "This\nconcludes\nt oda y ' s\nconf er ence.\nY ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.\nThank\ny ou\nfor\ny our\npar ticipation.", "start_char_idx": 0, "end_char_idx": 124, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f201c5fe-a5b7-402b-add8-9745a0bdace7": {"__data__": {"id_": "f201c5fe-a5b7-402b-add8-9745a0bdace7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0bbebd58-0639-4f32-8726-8155cf01607c", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2f9cba908ff293596bdedaca6c033e2445017879b832920a770ac20be268110b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "064a59f2-252f-4c19-be64-6d354086e313", "node_type": "1", "metadata": {}, "hash": "7a1106f3f7d70f88e797e2ff43ea1dec120b3123251163119eab9ef0efcb7d8f", "class_name": "RelatedNodeInfo"}}, "hash": "730c7c5577bfa8815f0b252f2c3b2454cc944b4c478447dceee88f4f6569d397", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ2\n2023\nEarnings\nConf er ence\nCall\nJanuar y\n24,\n2023\n5:30\nPM\nE T\nCompany\nP ar ticipants\nBr ett\nIv ersen\n-\nVice\nPr esident,\nInv est or\nRelations\nSaty a\nNadella\n-\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer\nAmy\nHood\n-\nChief\nFinancial\nO\ufb03cer\nAlice\nJolla\n-\nChief\nAccounting\nO\ufb03cer\nK eith\nDolliv er\n-\nDeputy\nGener al\nCounsel\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n-\nMor gan\nStanle y\nBr ent\nThill\n-\nJeff eries\nMark\nMoer dler\n-\nBernstein\nKash\nRangan\n-\nGoldman\nSachs\nKarl\nK eirstead\n-\nUBS\nBr ad\nZ elnick\n-\nDeutsche\nBank\nBr ad\nReback\n-\nStif el\nT yler\nRadk e\n-\nCiti\nOper at or\nGr eetings\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2023\nSecond\nQuar ter\nEarnings\nConf er ence\nCall.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nI\nwould\nnow\nlik e\nt o\nturn\nthe\nconf er ence\no v er\nt o\ny our\nhost,\nBr ett\nIv ersen,\nVice\nPr esident,\nInv est or\nRelations.\nBr ett\nIv ersen\nGood\nafternoon\nand\nthank\ny ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nand\nChief\nEx ecutiv", "start_char_idx": 0, "end_char_idx": 1059, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "064a59f2-252f-4c19-be64-6d354086e313": {"__data__": {"id_": "064a59f2-252f-4c19-be64-6d354086e313", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0bbebd58-0639-4f32-8726-8155cf01607c", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2f9cba908ff293596bdedaca6c033e2445017879b832920a770ac20be268110b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f201c5fe-a5b7-402b-add8-9745a0bdace7", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "730c7c5577bfa8815f0b252f2c3b2454cc944b4c478447dceee88f4f6569d397", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0765246c-5e48-4aea-b351-d4ceb80898cb", "node_type": "1", "metadata": {}, "hash": "b12f009b9f053a4707d5043eda46eb7aa4570c3adebeb1a4b9ef63d5544192be", "class_name": "RelatedNodeInfo"}}, "hash": "7a1106f3f7d70f88e797e2ff43ea1dec120b3123251163119eab9ef0efcb7d8f", "text": "a\nNadella,\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer;\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer;\nAlice", "start_char_idx": 1020, "end_char_idx": 1107, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0765246c-5e48-4aea-b351-d4ceb80898cb": {"__data__": {"id_": "0765246c-5e48-4aea-b351-d4ceb80898cb", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a8b5b937-13be-48f9-8da5-82330b241716", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "77df191478df559ae5eb48e624b86c34bb6ea89c15d64bf168b5852035ee6318", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "064a59f2-252f-4c19-be64-6d354086e313", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "7a1106f3f7d70f88e797e2ff43ea1dec120b3123251163119eab9ef0efcb7d8f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "cb99566d-81b6-4c9f-a63d-0fb9b9679a55", "node_type": "1", "metadata": {}, "hash": "772dacec1761108d9b007fa006e5789653ce4da94654658b3edb1056f53651b9", "class_name": "RelatedNodeInfo"}}, "hash": "b12f009b9f053a4707d5043eda46eb7aa4570c3adebeb1a4b9ef63d5544192be", "text": "Jolla,\nChief\nAccounting\nO\ufb03cer;\nand\nK eith\nDolliv er ,\nDeputy\nGener al\nCounsel.\nOn\nthe\nMicr osoft\nInv est or\nRelations\nwebsite,\ny ou\ncan\n\ufb01nd\nour\nearnings\npr ess\nr elease\nand\n\ufb01nancial\nsummar y\nslide\ndeck,\nwhich\nis\nintended\nt o\nsupplement\nour\npr epar ed\nr emarks\nduring\nt oda y \u2019 s\ncall\nand\npr o vides\nthe\nr econciliation\nof\ndiff er ences\nbetween\nGAAP\nand\nnon-GAAP\n\ufb01nancial\nmeasur es.\nOn\nthis\ncall,\nwe\nwill\ndiscuss\ncer tain\nnon-GAAP\nitems.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nconsider ed\nas\na\nsubstitute\nfor\nor\nsuperior\nt o\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\ncompany \u2019 s\nsecond\nquar ter\nper formance\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear\nunless\nother wise\nnoted.\nW e\nwill\nalso\npr o vide\ngr owth\nr ates\nin\nconstant\ncurr ency\nwhen\na v ailable\nas\na\nfr", "start_char_idx": 0, "end_char_idx": 1061, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cb99566d-81b6-4c9f-a63d-0fb9b9679a55": {"__data__": {"id_": "cb99566d-81b6-4c9f-a63d-0fb9b9679a55", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a8b5b937-13be-48f9-8da5-82330b241716", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "77df191478df559ae5eb48e624b86c34bb6ea89c15d64bf168b5852035ee6318", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "0765246c-5e48-4aea-b351-d4ceb80898cb", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "b12f009b9f053a4707d5043eda46eb7aa4570c3adebeb1a4b9ef63d5544192be", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "22ca5ade-721c-416a-b90d-e1796258ca7e", "node_type": "1", "metadata": {}, "hash": "33a8d8e1d53fbf882b1f0eb13c8b2eb06f106a089196cb771b23730ddde1583a", "class_name": "RelatedNodeInfo"}}, "hash": "772dacec1761108d9b007fa006e5789653ce4da94654658b3edb1056f53651b9", "text": "ency\nwhen\na v ailable\nas\na\nfr amework\nfor\nassessing\nhow\nour\nunderlying\nbusinesses\nper formed,\nex cluding\nthe\neff ect\nof\nfor eign\ncurr ency\nr ate\n\ufb02uctuations.\nWher e\ngr owth\nr ates\nar e\nthe\nsame\nin\nconstant\ncurr ency ,\nwe\nwill\nr ef er\nt o\nthe\ngr owth\nr ate\nonly .\nW e\nwill\npost\nour\npr epar ed\nr emarks\nt o\nour\nwebsite\nimmediately\nfollowing\nthe\ncall\nuntil\nthe\ncomplete\ntr anscript\nis\na v ailable.\nT oda y \u2019 s\ncall\nis\nbeing\nwebcast\nliv e\nand\nr ecor ded.\nIf\ny ou\nask\na\nquestion,\nit\nwill\nbe\nincluded\nin\nour\nliv e\ntr ansmission,\nin\nthe\ntr anscript\nand\nin\nany\nfutur e\nuse\nof\nthe\nr ecor ding.\nY ou\ncan\nr epla y\nthe\ncall\nand\nview\nthe\ntr anscript\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite.\nDuring\nthis\ncall,\nwe\nwill\nbe\nmaking\nfor war d-looking\nstatements,\nwhich\nar e\npr edictions,\npr ojections\nor\nother\nstatements\nabout\nfutur e\ne v ents.\nThese\nstatements\nar e\nbased\non\ncurr ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt o\nrisks\nand\nuncer tainties.\nActual\nr esults\ncould\nmaterially\ndiff er\nbecause\nof\nfact ors\ndiscussed\nin\nt oda y \u2019 s\nearnings\npr ess\nr elease,\nin\nthe\ncomments\nmade\nduring\nthis\nconf er ence\ncall\nand\nin\nthe\nRisk\nF act ors\nsection\nof\nour\nF", "start_char_idx": 1032, "end_char_idx": 2187, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "22ca5ade-721c-416a-b90d-e1796258ca7e": {"__data__": {"id_": "22ca5ade-721c-416a-b90d-e1796258ca7e", "embedding": null, "metadata": {"title": "Microsoft 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e\nthat\nspend.\nAlso,", "start_char_idx": 2163, "end_char_idx": 2802, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6d8f33c5-fb1b-47a3-96b9-a4591f20261e": {"__data__": {"id_": "6d8f33c5-fb1b-47a3-96b9-a4591f20261e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4fe06d54-a8c9-459b-906c-68cf7f5cea3c", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "63d1e1c4b58823f98a0a4d0d5df5e91af6a8b396e9712f8215e6952ffa113344", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "22ca5ade-721c-416a-b90d-e1796258ca7e", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "33a8d8e1d53fbf882b1f0eb13c8b2eb06f106a089196cb771b23730ddde1583a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "774fc3d0-04f2-4f40-b488-c7fad22dfead", "node_type": "1", "metadata": {}, "hash": "422700d61c9adb0b22261037a615e82529800c716b26c24e927481bbf697bbab", "class_name": "RelatedNodeInfo"}}, "hash": "7705d430f8fe142262778406eb0fe0733fb81162250c6a9e8283ed8278124d84", "text": "or ganizations\nar e\nex er cising\ncaution\ngiv en\nthe\nmacr oeconomic\nuncer tainty .\nAnd\nthe\nnext\nmajor\nwa v e\nof\ncomputing\nis\nbeing\nborn\nas\nwe\nturn\nthe\nworld\u2019 s\nmost\nadv anced\nAI\nmodels\nint o\na\nnew\ncomputing\nplatform.\nIn\nthis\nenvir onment,\nwe\nr emain\nconvicted\non\nthr ee\nthings.\nThis\nis\nan\nimpor tant\ntime\nfor\nMicr osoft\nt o\nwork\nwith\nour\ncust omers,\nhelping\nthem\nr ealiz e\nmor e\nv alue\nfr om\ntheir\ntech\nspend\nand\nbuilding\nlong-term\nlo y alty\nand\nshar e\nposition\nwhile\ninternally\naligning\nour\nown\ncost\nstructur e\nwith\nour\nr e v enue\ngr owth.\nThis\nin\nturn\nsets\nus\nup\nt o\npar ticipate\nin\nthe\nsecular\ntr end\nwher e\ndigital\nspend\nas\na\nper centage\nof\nGDP\nis\nonly\ngoing\nt o\nincr ease.\nAnd\nlastly ,\nwe\nar e\ngoing\nt o\nlead\nin\nthe\nAI\ner a,\nknowing\nthat\nmaximum\nenterprise\nv alue\ngets\ncr eated\nduring\nplatform\nshifts.\nWith\nthat\nas\nthe\nback dr op,\nthe\nMicr osoft\nCloud\nex ceeded\n$27\nbillion\nin\nquar terly\nr e v enue,\nup\n22%\nand\n29%\nin\nconstant\ncurr ency .\nNow ,\nI\nwill\nhighlight\nexamples\nof\nour\ninno v ation\nstar ting\nwith\nA zur e.\nMo ving\nt o\nthe\ncloud\nis\nthe\nbest\nwa y\nfor\nany\ncust omer\nin\nt oda y \u2019 s\neconomy\nt", "start_char_idx": 0, "end_char_idx": 1100, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "774fc3d0-04f2-4f40-b488-c7fad22dfead": {"__data__": {"id_": "774fc3d0-04f2-4f40-b488-c7fad22dfead", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4fe06d54-a8c9-459b-906c-68cf7f5cea3c", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "63d1e1c4b58823f98a0a4d0d5df5e91af6a8b396e9712f8215e6952ffa113344", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6d8f33c5-fb1b-47a3-96b9-a4591f20261e", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "7705d430f8fe142262778406eb0fe0733fb81162250c6a9e8283ed8278124d84", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b9f4ac49-128c-486c-ba98-3587f97f563b", "node_type": "1", "metadata": {}, "hash": "ab89028809209473223ad8c28ab8d21a9f19d9e19928648faaef0481e0e330df", "class_name": "RelatedNodeInfo"}}, "hash": "422700d61c9adb0b22261037a615e82529800c716b26c24e927481bbf697bbab", "text": "omer\nin\nt oda y \u2019 s\neconomy\nt o\nmitigate\ndemand\nuncer tainty\nand\nener gy\ncosts\nwhile\ngaining\ne\ufb03ciencies\nof\ncloud\nnativ e\nde v elopment.\nEnterprises\nha v e\nmo v ed\nmillions\nof\ncalls\nt o\nA zur e\nand\nrun\ntwice\nas\nmany\ncalls\non\nour\ncloud\nt oda y\nthan\nthe y\ndid\n2\ny ears\nago.\nAnd\ny et,\nwe\nar e\nstill\nin\nthe\nearly\ninnings\nwhen\nit\ncomes\nt o\nlong-term\ncloud\noppor tunity .\nAs\nan\nexample,\ninsur er\nAI A\nwas\nable\nt o\nsa v e\nmor e\nthan\n20%\nb y\nmigr ating\nt o\nA zur e\nand\nr educed\nI T\npr o visioning\ntime\nfr om\nmultiple\nmonths\nt o\njust\nan\nhour .\nW e\nalso\ncontinue\nt o\nlead\nwith\nhybrid\ncomputing\nwith\nA zur e\nAr c.\nW e\nnow\nha v e\nmor e\nthan\n12,000\nAr c\ncust omers,\ndouble\nthe\nnumber\na\ny ear\nago,\nincluding\ncompanies\nlik e\nCitrix,\nNor thern\nT rust\nand\nP a yP al.\nNow\non\nt o\ndata.\nCust omers\ncontinue\nt o\nchoose\nand\nimplement\nthe\nMicr osoft\nIntelligent\nData\nPlatform\no v er\nthe\ncompetition\nbecause\nof\nits\ncompr ehensiv eness,\nintegr ation\nand\nlower\ncost.\nBa y er ,\nfor\nexample,\nused\nthe\ndata\nstack\nt o\ne v aluate\nr esults\nfr om\nclinical\ntrials\nfaster\nand\nmor e\ne\ufb03ciently\nwhile\nmeeting\nr egulat or y\nr equir", "start_char_idx": 1071, "end_char_idx": 2162, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b9f4ac49-128c-486c-ba98-3587f97f563b": {"__data__": {"id_": "b9f4ac49-128c-486c-ba98-3587f97f563b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4fe06d54-a8c9-459b-906c-68cf7f5cea3c", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "63d1e1c4b58823f98a0a4d0d5df5e91af6a8b396e9712f8215e6952ffa113344", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "774fc3d0-04f2-4f40-b488-c7fad22dfead", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "422700d61c9adb0b22261037a615e82529800c716b26c24e927481bbf697bbab", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "61a8f7bc-eaed-4ca6-bb75-b474194381b2", "node_type": "1", "metadata": {}, "hash": "6d1d4e95ab038777e3e7ca4dd1154be986b05d4f45fde15761952c9fef97fcd8", "class_name": "RelatedNodeInfo"}}, "hash": "ab89028809209473223ad8c28ab8d21a9f19d9e19928648faaef0481e0e330df", "text": "egulat or y\nr equir ements\nand\nASOS\nchose\nCosmos\nDB\nt o\npower\nr eal-time\npr oduct\nr ecommendations\nand\nor der\npr ocessing\nfor\no v er\n26\nmillion\nglobal\ncust omers.\nNow\non\nt o\nAI.\nThe\nage\nof\nAI\nis\nupon\nus\nand\nMicr osoft\nis\npowering\nit.\nW e\nar e\nwitnessing\nnon-linear\nimpr o v ements\nin\ncapability\nof\nfoundation\nmodels,\nwhich\nwe\nar e\nmaking\na v ailable\nas\nplatforms.\nAnd\nas\ncust omers\nselect\ntheir\ncloud\npr o viders\nand\ninv est\nin\nnew\nworkloads,\nwe\nar e\nwell\npositioned\nt o\ncaptur e\nthat\noppor tunity\nas\na\nleader\nin\nAI.\nW e\nha v e\nthe\nmost\npower ful\nAI\nsuper computing\ninfr astructur e\nin\nthe\ncloud.\nIt\u2019 s\nbeing\nused\nb y\ncust omers\nand\npar tners\nlik e\nOpenAI\nt o\ntr ain\nstate-of-the-ar t\nmodels\nand\nser vices,\nincluding\nChatGPT .", "start_char_idx": 2143, "end_char_idx": 2869, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "61a8f7bc-eaed-4ca6-bb75-b474194381b2": {"__data__": {"id_": "61a8f7bc-eaed-4ca6-bb75-b474194381b2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "6d1d4e95ab038777e3e7ca4dd1154be986b05d4f45fde15761952c9fef97fcd8", "text": "Just\nlast\nweek,\nwe\nmade\nour\nA zur e\nOpenAI\nser vice\nbr oadly\na v ailable\nand\nalr eady\no v er\n200\ncust omers\nfr om\nKPMG\nt o\nAl\nJaz eer a\nar e\nusing\nit.\nW e\nwill\nsoon\nadd\nsuppor t\nfor\nChatGPT ,\nenabling\ncust omers\nt o\nuse\nit\nin\ntheir\nown\napplications\nfor\nthe\n\ufb01rst\ntime.\nAnd\ny ester da y ,\nwe\nannounced\nthe\ncompletion\nof\nthe\nnext\nphase\nof\nour\nagr eement\nwith\nOpenAI.\nW e\nar e\npleased\nt o\nbe\ntheir\nex clusiv e\ncloud\npr o vider\nand\nwe\nwill\ndeplo y\ntheir\nmodels\nacr oss\nour\nconsumer\nand\nenterprise\npr oducts\nas\nwe\ncontinue\nt o\npush\nthe\nstate-of-the-ar t\nin\nAI.\nAll\nof\nthis\ninno v ation\nis\ndriving\ngr owth\nacr oss\nour\nA zur e\nAI\nser vices.\nA zur e\nML\nr e v enue\nalone\nhas\nincr eased\nmor e\nthan\n100%\nfor\n\ufb01v e\nquar ters\nin\na\nr ow\nwith\ncompanies\nlik e\nAXA,\nF edEx\nand\nH&R\nBlock\nchoosing\nthe\nser vice\nt o\ndeplo y ,\nmanage\nand\ngo v ern\ntheir\nmodels.\nNow\non\nt o\nde v elopers.\nModernizing\napplications\nis\nmission-critical\nt o\nany\ncompany \u2019 s\noper ations\nt oda y .\nAnd\nwith\nGitHub,\nVisual\nStudio\nand\nA zur e\nP aaS\nser vices,\nwe\nha v e\nthe\nmost\ncompr ehensiv e\npor tfolio\nof\nt ools\nt", "start_char_idx": 0, "end_char_idx": 1067, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a2ba23af-2239-4b76-9847-3dfecec3c86e": {"__data__": {"id_": "a2ba23af-2239-4b76-9847-3dfecec3c86e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e39415c3-a58c-4a78-8f52-b324315ab2bb", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "33421f93ce283447406d0ea5936b02da5a7144551d28f41fe272d7959b7f885a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "61a8f7bc-eaed-4ca6-bb75-b474194381b2", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "6d1d4e95ab038777e3e7ca4dd1154be986b05d4f45fde15761952c9fef97fcd8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "aaf88d01-c997-4a11-a373-81fe45314cef", "node_type": "1", "metadata": {}, "hash": "d292c58b940e4301ad3ff71090869f87a893218e8b8ce8bf456b64d53b8457b5", "class_name": "RelatedNodeInfo"}}, "hash": "868c6802cddb4bb2b3bf99ce3ad43fdd8b8fd1933668f476cd2cf202ebf42b13", "text": "ehensiv e\npor tfolio\nof\nt ools\nt o\nhelp.\nGitHub\nis\nnow\nhome\nt o\n100\nmillion\nde v elopers\nand\nGitHub\nCopilot\nis\nthe\n\ufb01rst\nat-scale\nAI\npr oduct\nbuilt\nfor\nthis\ner a,\nfundamentally\ntr ansforming\nde v eloper\npr oductivity .\nMor e\nthan\n1\nmillion\npeople\nha v e\nused\nCopilot\nt o-date.\nThis\nquar ter ,\nwe\nbr ought\nCopilot\nt o\nbusinesses\nand\nwe\nha v e\nseen\nstr ong\ninter est\nand\nearly\nadoption\nfr om\ncompanies,\nincluding\nDuolingo,\nLemonade\nand\nV olkswagen\nCariad\nSoftwar e\nGr oup.\nNow\non\nt o\nP ower\nPlatform.\nP ower\nPlatform\nis\nbecoming\nan\nessential\ndigital\ntr ansformation\nt ool\nas\ne v er y\nbusiness\nlooks\nt o\nstr eamline\ntheir\noper ations\nand\ndriv e\npr oductivity\nin\nt oda y \u2019 s\nenvir onment.\nW e\nar e\nhelping\ncust omers\nr ealiz e\nsuperior\ntime\nt o\nv alue\nwith\nour\nend-t o-end\nsuite\nspanning\nlow-code,\nno-code\nt ools,\naut omation,\nvir tual\nagents\nand\nbusiness\nintelligence.\nW e\nar e\nleading\nin\nr obotic\npr ocess\naut omation.\nP ower\nA ut omate\nhas\nmor e\nthan\n45,000\ncust omers\nfr om\nA T&T\nt o\nRabobank,\nup\no v er\n50%\ny ear-o v er-y ear .\nAnd\nwe\nar e\nmaking\nit\neasier\nfor\nany one\nt o\nstr eamline\nr epetitiv e\ntasks,\nintr", "start_char_idx": 1035, "end_char_idx": 2144, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "aaf88d01-c997-4a11-a373-81fe45314cef": {"__data__": {"id_": "aaf88d01-c997-4a11-a373-81fe45314cef", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e39415c3-a58c-4a78-8f52-b324315ab2bb", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "33421f93ce283447406d0ea5936b02da5a7144551d28f41fe272d7959b7f885a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a2ba23af-2239-4b76-9847-3dfecec3c86e", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "868c6802cddb4bb2b3bf99ce3ad43fdd8b8fd1933668f476cd2cf202ebf42b13", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9a4fde73-08ba-4331-bf97-7dac321e046d", "node_type": "1", "metadata": {}, "hash": "3eedc143e85ad4495fbc34499d450c5d9bf088aee2c5316eb594a0295b3a8730", "class_name": "RelatedNodeInfo"}}, "hash": "d292c58b940e4301ad3ff71090869f87a893218e8b8ce8bf456b64d53b8457b5", "text": "one\nt o\nstr eamline\nr epetitiv e\ntasks,\nintr oducing\nnew\nAI-power ed\nf eatur es\nt o\nturn\nnatur al\nlanguage\npr ompts\nint o\ncomplex\nwork\ufb02ows.\nNow\non\nt o\nbusiness\napplications.\nDynamics\n365\nis\ntaking\nshar e\nas\nwe\nhelp\nbusinesses\ndigitiz e\ntheir\nser vice,\n\ufb01nance,\ncust omer\nexperience\nand\nsupply\nchain\nfunctions.\nF or\nexample,\nG&J\nP epsi-Cola\nBottlers\nis\nmo ving\nfr om\nr eactiv e\nt o\npr edictiv e\n\ufb01eld\nser vice.\nFUJIFILM\nis\noptimizing\nits\noper ations.\nInv estec\nis\nclosing\ndeals\nfaster\nwith\nconv ersational\nintelligence.\nBa ylor\nScott\n&\nWhite\nin\nT exas\nis\nusing\nour\ndigital\ncontact\ncenter\nt o\nenhance\npatient\ncommunications.\nAnd\nthis\nquar ter ,\nwe\nintr oduced\nour\nnew\nSupply\nChain\nPlatform,\nhelping\ncust omers\nlik e\niFit\nand\nKr aft\nHeinz\napply\nAI\nt o\npr edict\nand\nmitigate\ndisruptions.", "start_char_idx": 2100, "end_char_idx": 2881, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": 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Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "d292c58b940e4301ad3ff71090869f87a893218e8b8ce8bf456b64d53b8457b5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "bcec257d-56fa-409d-b524-b7625ed69dcc", "node_type": "1", "metadata": {}, "hash": "12528192f88e6d5c24c0566601733897a2c1cc95cd84967d5dcaed545b85ef04", "class_name": "RelatedNodeInfo"}}, "hash": "3eedc143e85ad4495fbc34499d450c5d9bf088aee2c5316eb594a0295b3a8730", "text": "Now\non\nt o\nIndustr y\nSolutions.\nOur\nindustr y\nand\ncr oss-industr y\nclouds\nar e\ndriving\npull-thr ough\nfor\nour\nentir e\ntech\nstack.\nOur\ncloud\nfor\nr etail\nwas\nfr ont\nand\ncenter\nat\nNRF\nlast\nweek\nas\nwe\nintr oduced\nnew\nt ools\nt o\nhelp\nr etailers\nmanage\ntheir\nda y-t o-da y\noper ations\nand\ndigitiz e\ntheir\nphysical\nst or es.\nP olish\nr etailer\nZabka\nhas\nbuilt\nthe\nlar gest\nchain\nof\naut onomous\nst or es\nin\nE ur ope\nwith\nthe\nhelp\nof\nour\ntechnology .\nIn\nFinancial\nSer vices,\nour\nnew\npar tnership\nwith\nLondon\nSt ock\nEx change\nGr oup\nwill\ndeliv er\nnext\ngener ation\nof\ndata\nanalytics\nand\nworkspace\nsolutions.\nAnd\nin\nhealthcar e,\nwe\nar e\nr apidly\nbecoming\nthe\npar tner\nof\nchoice\nfor\nany\npr o vider\nlooking\nt o\ngener ate\nr eal\nv alue\nfr om\nAI.\nWith\nNuance\nD AX\nambient\nintelligence\nsolution,\nphysicians\ncan\nr educe\ndocumentation\ntime\nb y\nhalf,\nimpr o ving\nthe\nquality\nof\ntheir\npatient\ninter actions.\nNow\non\nt o\nsystems\nof\nwork.\nMicr osoft\n365,\nT eams\nand\nViv a\nar e\nessential\nfor\ne v er y\nor ganization\nt o\nadapt\nt o\nthe\nnew\nworld\nof\nwork.\nMicr osoft\n365\nis\nr apidly\ne v olving\nint o\nan\nAI-\ufb01rst\nplatform\nthat\nenables\ne v er y\nindividual\nt", "start_char_idx": 0, "end_char_idx": 1122, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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Call Transcript.pdf"}, "hash": "3eedc143e85ad4495fbc34499d450c5d9bf088aee2c5316eb594a0295b3a8730", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e5e3ad25-b55c-471a-96c4-863be7ea9d91", "node_type": "1", "metadata": {}, "hash": "d90c554ccd5a6bd7dc9ffe6fdd4cc2c52cac59bdd47d3c1712f85d85792fd007", "class_name": "RelatedNodeInfo"}}, "hash": "12528192f88e6d5c24c0566601733897a2c1cc95cd84967d5dcaed545b85ef04", "text": "v er y\nindividual\nt o\namplify\ntheir\ncr eativity\nand\npr oductivity\nwith\nboth\nour\nestablished\napplications\nas\nwell\nas\nnew\napplications\nlik e\nDesigner ,\nStr eam\nand\nLoop.\nW e\nha v e\nmor e\nthan\n63\nmillion\nconsumer\nsubscribers,\nup\n12%\ny ear-o v er-y ear\nand\nwe\nintr oduced\nMicr osoft\n365\nBasic,\nbringing\nour\npr emium\noff erings\nt o\nmor e\npeople.\nT eams\nsurpassed\n280\nmillion\nmonthly\nactiv e\nusers\nthis\nquar ter ,\nshowing\ndur able\nmomentum\nsince\nthe\npandemic\nand\nwe\ncontinue\nt o\ntak e\nshar e\nacr oss\ne v er y\ncategor y\nfr om\ncollabor ation\nt o\nchat\nt o\nmeetings\nt o\ncalling.\nT eams\nhas\nemer ged\nas\na\n\ufb01rst-class\nplatform.\nApps\nfr om\nAdobe,\nA tlassian,\nP oly ,\nSer viceNow\nand\nW ork da y\nha v e\neach\nsurpassed\n0.5\nmillion\nactiv e\nusers\nand\nthe\nnumber\nof\nthir d-par ty\napps\nwith\nmor e\nthan\n10,000\nusers\nincr eased\nnearly\n40%\ny ear-o v er-y ear .\nTher e\nar e\nmor e\nthan\n500,000\nactiv e\nT eams\nRooms\nde vices,\nup\n70%\ny ear-o v er-y ear\nand\nthe\nnumber\nof\ncust omers\nwith\nmor e\nthan\n1,000\nr ooms\ndoubled\ny ear-o v er-y ear .\nNo v o\nNor disk\nwill\ndeplo y\nT eams\nRooms\nt o\n5,000\nmeeting\nr ooms\nglobally\nin\nour\nlar gest\ndeal\nt o-date.\nT", "start_char_idx": 1103, "end_char_idx": 2223, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e5e3ad25-b55c-471a-96c4-863be7ea9d91": {"__data__": {"id_": 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"12528192f88e6d5c24c0566601733897a2c1cc95cd84967d5dcaed545b85ef04", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "78969575-76c6-4495-aaf6-62cce75afb2a", "node_type": "1", "metadata": {}, "hash": "38c656fff1a109d48fe8f2b43999fd134fec534b19785173a46fb5d09f236fe8", "class_name": "RelatedNodeInfo"}}, "hash": "d90c554ccd5a6bd7dc9ffe6fdd4cc2c52cac59bdd47d3c1712f85d85792fd007", "text": "ooms\nglobally\nin\nour\nlar gest\ndeal\nt o-date.\nT eams\nPhone\ncontinues\nt o\ntak e\nshar e\nand\nis\nthe\nmark et\nleader\nin\ncloud\ncalling.\nW e\nha v e\nadded\nmor e\nthan\n5\nmillion\nPSTN\nseats\no v er\nthe\nlast\n12\nmonths\nalone.\nWith\nT eams\nPr emium,\nwe\nar e\nmeeting\nenterprise\ndemand\nfor\nadv anced\nf eatur es\nlik e\nend-t o-end\nencr yption\nand\nAI-power ed\nr ecaps.\nW e\nha v e\nseen\nstr ong\ninter est\nin\npr e view\nand\nwe\nwill\nmak e\nit\nbr oadly\na v ailable\nnext\nmonth.\nWith\nMicr osoft\nViv a,\nwe\nha v e\ncr eated\na\nnew\nmark et\ncategor y\nfor\nour\nemplo y ee\nexperience\nand\nor ganizational\npr oductivity .\nU.S.\nBank\nis\nusing\nViv a\nt o\nstr eamline\nemplo y ee\ncommunications\nand\nCarlsber g\nturned\nt o\nViv a\nt o\ncentr aliz e\nits\ndigital\nemplo y ee\nexperience\nfor\n29,000\nemplo y ees.\nIn\nt oda y \u2019 s\nenvir onment,\naligning\nthe\nentir e\nor ganization\nand\nthe\nmost\nimpor tant\nwork\nis\ncritical.\nViv a\nGoals\nbrings\nobjectiv es\nand", "start_char_idx": 2177, "end_char_idx": 3071, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "78969575-76c6-4495-aaf6-62cce75afb2a": {"__data__": {"id_": "78969575-76c6-4495-aaf6-62cce75afb2a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts 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"38c656fff1a109d48fe8f2b43999fd134fec534b19785173a46fb5d09f236fe8", "text": "k e y\nr esults\ndir ectly\nint o\nthe\n\ufb02ow\nof\ndaily\nwork.\nViv a\nhas\nalso\nbecome\nan\nindispensable\nt ool\nfor\nbusiness\npr ocess.\nViv a\nSales\nis\nthe\nsuper\napp\nin\nMicr osoft\n365\nfor\nsellers.\nW e\nha v e\nseen\nstr ong\ninter est\nsince\nmaking\nit\ngener ally\na v ailable\nthis\nquar ter .\nAll\nup,\nwe\ncontinue\nt o\nsee\nor ganizations\nconsolidate\non\nMicr osoft\n365.\n80%\nof\nour\nenterprise\ncust omers\nuse\n5\nor\nmor e\nMicr osoft\n365\napplications.\nAnd\nor ganizations\nacr oss\nthe\npriv ate\nand\npublic\nsect or ,\nincluding\nEY ,\nIKEA,\nN T T\nCommunications,\nRio\nTint o\nas\nwell\nas\nthe\nstate\ngo v ernment\nof\nVir ginia\nar e\nincr easingly\nchoosing\nour\npr emium\nE5\noff erings\nfor\nadv anced\nsecurity ,\ncompliance,\nv oice\nand\nanalytics.\nNow\non\nt o\nWindows.\nWhile\nthe\nnumber\nof\nPCs\nshipped\ndeclined\nduring\nthe\nquar ter ,\nr eturning\nt o\npr e-pandemic\nle v els,\nusage\nintensity\nof\nWindows\ncontinues\nt o\nbe\nhigher\nthan\npr e-pandemic\nwith\ntime\nspent\nper\nPC\nup\nnearly\n10%.\nMonthly\nactiv e\nde vices\nalso\nr eached\nan\nall-time\nhigh\nthis\nquar ter .\nAnd\nfor\ncommer cial\ncust omers,\nWindows\n11\nadoption\ncontinues\nt o\ngr ow\nbecause\nof\nits\ndiff er entiated\nsecurity\nand\npr oductivity\nv alue\npr oposition.\nW e\nar", "start_char_idx": 0, "end_char_idx": 1158, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "617e6416-9df7-4db1-98aa-4e3896a29e00": {"__data__": {"id_": "617e6416-9df7-4db1-98aa-4e3896a29e00", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft 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"dcb48ced85faeeb7144241b9c45908f64e126f464bc3b0fe6d2ccb81e95be868", "text": "oductivity\nv alue\npr oposition.\nW e\nar e\nalso\nseeing\ngr owth\nin\ncloud-deliv er ed\nWindows\nwith\nusage\nof\nWindows\n365\nand\nA zur e\nVir tual\nDeskt op\nup\nb y\no v er\ntwo-thir ds\ny ear-o v er-y ear .\nLeaders\nin\ne v er y\nindustr y\nfr om\nCampari\nand\nGr ant\nThornt on\nUK\nt o\nNutrien\nand\nW oolwor ths\nar e\nusing\ncloud-deliv er ed\nWindows,\nincluding\nmor e\nthan\n60%\nof\nthe\nF or tune\n500.\nNow\non\nt o\nsecurity .\nOv er\nthe\npast\n12\nmonths,\nour\nsecurity\nbusiness\nsurpassed\n$20\nbillion\nin\nr e v enue\nas\nwe\nhelp\ncust omers\npr otect\ntheir\ndigital\nestate\nacr oss\nclouds\nand\nendpoint\nplatforms.\nW e\nar e\nthe\nonly\ncompany\nwith\nintegr ated\nend-t o-end\nt ools\nspanning\nidentity ,\nsecurity ,\ncompliance,\nde vice\nmanagement\nand\npriv acy\ninformed\nand\ntr ained\non\no v er\n65\ntrillion\nsignals\neach\nda y .\nW e\nar e\ntaking\nshar e\nacr oss\nall\nmajor\ncategories\nwe\nser v e.\nCust omers\nar e\nconsolidating\non\nour\nsecurity\nstack\nin\nor der\nt o\nr educe\nrisk,\ncomplexity\nand\ncost.\nThe\nnumber\nof\nor ganizations\nwith\nfour\nor\nmor e\nworkloads\nincr eased\no v er\n40%\ny ear-o v er-y ear .\nUK\nr etailer\nF r aser\nGr oup,\nfor\nexample,\nconsolidated\nfr om\n10\nsecurity\nv endors\nt o\njust\nMicr osoft.\nRoku\nmo v", "start_char_idx": 1120, "end_char_idx": 2272, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "bc109a87-7b3a-4046-b3a0-0dbc1cced2cb": {"__data__": {"id_": "bc109a87-7b3a-4046-b3a0-0dbc1cced2cb", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft 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"c24e556d77f1062d3ae2a05d9e81fca26d3441eea321fd430ec4e054c2e81c11", "text": "endors\nt o\njust\nMicr osoft.\nRoku\nmo v ed\nidentity\nand\naccess\nmanagement\nt o\nthe\ncloud\nwith\nA zur e\nActiv e\nDir ect or y .\nAnd\nAstellas\nPharma,\nF err o vial\nand\nUniv ersity\nof\nT or ont o\nall\nswitched\nt o\nMicr osoft\nSentinel\nbecause\nof\nour\nintegr ated\nXDR\nand\nSIM\ncapabilities.\nNow\non\nt o\nLink edIn.\nP eople\nand\ncompanies\ncontinue\nt o\nlook\nt o\nLink edIn\nt o\nconnect,\nlearn,\nsell\nand\nget\nhir ed.\nW e\nonce\nagain\nsaw\nr ecor d\nengagement\namong\nour\nmor e\nthan\n900\nmillion\nmembers.\nThr ee\nmembers\nar e\nsigning\nup\ne v er y\nsecond.\nOv er\n80%\nof\nthese\nmembers\nar e\nfr om\noutside\nthe\nUnited\nStates.\nAnd\nas\nthe\nmembers\ncome\nt o\nthe\nplatform\nt o\n\ufb01nd\nand\nshar e\npr of essional\nknowledge\nand\nexper tise,\nnewsletter\ncr eation\nwas\nup\n10x\ny ear-o v er-y ear .\nSkills\nar e\nthe\nnew\ncurr ency\nand\npeople\nar e\nincr easingly\ninv esting\nin\ntheir\nskill-building\nt o\nk eep\nup\nwith\ntheir\nchanging\nr oles\nin\nindustries.\nW e\noff er\nmor e\nthan\n20,000\ncourses\nin\n11\nlanguages\nand\ncompanies\nar e\nalso\nturning\nt o\na\nskills-based", "start_char_idx": 2235, "end_char_idx": 3229, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ab71db2f-87e7-4f01-8406-2dc386d2d507": {"__data__": {"id_": "ab71db2f-87e7-4f01-8406-2dc386d2d507", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": 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es\non\nLink edIn\nexplicitly\nusing\nskills\ndata\nt o\n\ufb01ll\ntheir\nr oles.\nFinally ,\nLink edIn\nMark eting\nSolutions\ncontinues\nt o\nbe\na\nleader\nin\nB2B\ndigital\nadv er tising,\nhelping\ncompanies\ndeliv er\nthe\nright\nmessage\nt o\nthe\nright\naudience\non\na\nsaf e\nand\ntrusted\nplatform.\nNow\non\nt o\nadv er tising.\nDespite\nheadwinds\nin\nthe\nad\nmark et,\nwe\ncontinue\nt o\ninno v ate\nacr oss\nour\n\ufb01rst\nand\nthir d-par ty\npor tfolios.\nOur\nbr owser ,\nMicr osoft\nE dge\ngained\nshar e\nfor\nthe\nse v enth\nconsecutiv e\nquar ter .\nBing\ncontinues\nt o\ngain\nshar e\nin\nthe\nUnited\nStates\nand\ndaily\nusers\nof\nour\nStar t\npersonaliz ed\ncontent\nf eed\nincr eased\no v er\n30%\ny ear-o v er-y ear .\nW e\nar e\nnow\nempowering\nr etailers\nand\nexpanding\nour\nthir d-par ty\ninv ent or y .\nWith\nPr omoteIQ,\nwe\nar e\nbuilding\na\ncomplete\nomnichannel\nmedia\nplatform\nfor\ncompanies\nlik e\nthe\nA ustr alian\nr etailer ,\nEndea v or ,\nas\nwell\nas\nCanada \u2019 s\nHudson \u2019 s\nBa y\nand\nGlobal,\nthe\nlar gest\nBr azilian\nT V\nbr oadcasters\nchose\nXandr\nt o\nlaunch\na\nnew\nmedia\nbuying\nplatform\nin\nthat\nmark", "start_char_idx": 0, "end_char_idx": 1119, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7accdfa6-0311-4294-9f40-c167d295f403": {"__data__": {"id_": "7accdfa6-0311-4294-9f40-c167d295f403", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ba55077d-d437-4dcd-bce0-0ddba4d68785", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2eb1a5c192798f19f0b6d21d3bda02955b52be364e5985fd8faf09042137659c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ab71db2f-87e7-4f01-8406-2dc386d2d507", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "aa59232287be7da4206b763434e51367a075e2424ba48eec306103d59eb37f86", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "dc1c1054-0987-4af7-b258-86b258823891", "node_type": "1", "metadata": {}, "hash": "b33009184b653c7f01e160307db8ad7b9e57967d5ad60da65cb08a0ce6d74566", "class_name": "RelatedNodeInfo"}}, "hash": "889eff420b7e1ff1e643df4524cc1d05e486d124d5eb50c8954a02e3a778cb1b", "text": "o\nlaunch\na\nnew\nmedia\nbuying\nplatform\nin\nthat\nmark et.\nNow\non\nt o\ngaming.\nIn\ngaming,\nwe\ncontinue\nt o\npursue\nour\nambition\nt o\ngiv e\npla y ers\nmor e\nchoice\nt o\npla y\ngr eat\ngames\nwher e v er ,\nwhene v er\nand\nhowe v er\nthe y\nwant.\nW e\nsaw\nnew\nhighs\nfor\nGame\nP ass\nsubscriptions,\ngame\nstr eaming\nhours\nand\nmonthly\nactiv e\nde vices,\nand\nmonthly\nactiv e\nusers\nsurpassed\na\nr ecor d\n120\nmillion\nduring\nthe\nquar ter .\nW e\ncontinue\nt o\ninv est\nt o\nadd\nv alue\nt o\nGame\nP ass.\nThis\nquar ter ,\nwe\npar tner ed\nwith\nRiot\nGames\nt o\nmak e\nthe\ncompany \u2019 s\nPC\nand\nmobile\ngames,\nalong\nwith\npr emium\ncontent\na v ailable\nt o\nsubscribers.\nAnd\n\ufb01nally ,\nwe\nar e\nener giz ed\nb y\nour\nupcoming\nlineup\nof\nAAA\ngame\nlaunches,\nincluding\nex citing\nnew\ntitles\nfr om\nZ eniMax\nand\nXbo x\nGame\nStudios\nand\nwe\nwill\nbe\nsharing\ndetails\nin\nGamepla y\nat\nour\nshowcase\nt omorr ow .\nIn\nclosing,\nI\nwant\nt o\nextend\nmy\ndeepest\ngr atitude\nt o\nour\nemplo y ees\nfor\ntheir\ncontinued\ndedication\nt o\nour\nmission,\ncust omers\nand\npar tners.\nW e\nwill\ncontinue\nt o\npursue\nour\nlong-term\noppor tunity\nand\ninno v ation\nagenda\nwith\nur gency\nwhile\nalso\nr aising\nthe\nbar\non\nour\noper", "start_char_idx": 1070, "end_char_idx": 2185, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dc1c1054-0987-4af7-b258-86b258823891": {"__data__": {"id_": "dc1c1054-0987-4af7-b258-86b258823891", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ba55077d-d437-4dcd-bce0-0ddba4d68785", "node_type": "4", "metadata": {"page_label": "7", "file_name": 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y\nr eiter ating\nSaty a \u2019 s\nthoughts\non\nthe\nchanging\nenvir onment\nand\nour\npriorities,\nwhich\nunderpin\nthe\ndecisions\ncommunicated\nin\nlast\nweek\u2019 s\nannouncement.\nThe\nr esulting\nQ2\nchar ge\nnegativ ely\nimpacted\ngr oss\nmar gin\nb y\n$152\nmillion,\noper ating\nincome\nb y\n$1.2\nbillion,\nand\nearnings\nper\nshar e\nb y\n$0.12.\nOur\nsecond\nquar ter\nr e v enue\nwas\n$52.7\nbillion,\nup\n2%\nand\n7%\nin", "start_char_idx": 2140, "end_char_idx": 2709, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dfdc78f0-9872-40db-b86d-b3a8d89d9fcf": {"__data__": {"id_": "dfdc78f0-9872-40db-b86d-b3a8d89d9fcf", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "9fd6da27f38dcfed3d0b919f13c23f06c24b450917ecc4db5b7b86a4970cdfd9", "text": "constant\ncurr ency .\nWhen\nadjusted\nfor\nthe\nchar ge,\ngr oss\nmar gin\ndollars\nincr eased\n2%\nand\n8%\nin\nconstant\ncurr ency ,\noper ating\nincome\ndecr eased\n3%\nand\nincr eased\n6%\nin\nconstant\ncurr ency ,\nand\nearnings\nper\nshar e\nwas\n$2.32,\nwhich\ndecr eased\n6%\nand\nincr eased\n2%\nin\nconstant\ncurr ency .\nIn\nour\nconsumer\nbusiness,\nthe\nPC\nmark et\nwas\nin\nline\nwith\nour\nexpectations,\nbut\nex ecution\nchallenges\nimpacted\nour\nSur face\nbusiness.\nAdv er tising\nspend\ndeclined\nslightly\nmor e\nthan\nexpected,\nwhich\nimpacted\nsear ch\nand\nnews\nadv er tising\nand\nLink edIn\nMark eting\nSolutions.\nIn\nour\ncommer cial\nbusiness,\nwe\ndeliv er ed\nstr ong\ngr owth\nin\nline\nwith\nour\nexpectations.\nHowe v er ,\nas\ny ou\nhear d\nfr om\nSaty a,\nwe\nar e\nseeing\ncust omers\nex er cise\ncaution\nin\nthis\nenvir onment\nand\nwe\nsaw\nr esults\nweak en\nthr ough\nDecember .\nW e\nsaw\nmoder ated\nconsumption\ngr owth\nin\nA zur e\nand\nlower-than-expected\ngr owth\nin\nnew\nbusiness\nacr oss\nthe\nstandalone\nO\ufb03ce\n365,\nEMS\nand\nWindows\ncommer cial\npr oducts\nthat\nar e\nsold\noutside\nthe\nMicr osoft\n365\nsuite.\nF r om\na\ngeogr aphic\nperspectiv e,\nwe\nsaw\nstr ong\nex ecution\nin\nmany\nr egions\nar ound\nthe\nworld.\nHowe v er ,\nper formance\nin\nthe\nU.S.\nwas\nweak", "start_char_idx": 0, "end_char_idx": 1172, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a17d4abc-451d-4ae1-bf3a-d1741330dfcf": {"__data__": {"id_": "a17d4abc-451d-4ae1-bf3a-d1741330dfcf", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "1cb03811eb0a9b4b2a712d40f88dc11167c295d5b0d28bafb279491a9472dcfc", "text": "v er ,\nper formance\nin\nthe\nU.S.\nwas\nweak er\nthan\nexpected.\nImpor tantly ,\nwe\ncontinued\nt o\nsee\nshar e\ngains\nin\nar eas\nsuch\nas\ndata\nand\nAI,\nDynamics,\nT eams,\nSecurity\nand\nE dge.\nCommer cial\nbookings\nincr eased\n7%\nand\n4%\nin\nconstant\ncurr ency ,\nlower\nthan\nexpected.\nConsistent\nex ecution\nacr oss\nour\nr enewal\nsales\nmotions,\nincluding\nstr ong\nr ecaptur e\nr ates\nand\ngr owth\nin\nA zur e\ncommitments\non\na\nhigh\nprior\ny ear\ncompar able\nwer e\npar tially\noffset\nb y\nthe\nslowdown\nin\ngr owth\nof\nnew\nstandalone\nbusiness\nnoted\nearlier .\nCommer cial\nr emaining\nper formance\nobligation\nincr eased\n29%\nt o\n26%\nin\nconstant\ncurr ency\nt o\n$189\nbillion.\nRoughly\n45%\nwill\nbe\nr ecogniz ed\nin\nr e v enue\nin\nthe\nnext\n12\nmonths,\nup\n24%\ny ear-o v er-y ear .\nThe\nr emaining\npor tion,\nwhich\nwill\nbe\nr ecogniz ed\nbe y ond\nthe\nnext\n12\nmonths,\nincr eased\n32%.\nOur\nannuity\nmix\nincr eased\n2\npoints\ny ear-o v er-y ear\nt o\n96%.\nFX\ndecr eased\nt otal\ncompany\nr e v enue\nb y\n5\npoints,\nin\nline\nwith\nexpectations.\nA t\na\nsegment\nle v el,\nFX\ndecr eased\nPr oductivity\nand\nBusiness\nPr ocesses\nr e v enue\ngr owth\nb y\n6\npoints,\n1\npoint\nfa v or able\nt", "start_char_idx": 1132, "end_char_idx": 2235, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5e783584-b61a-41a2-ac9d-e35fc699e5ab": {"__data__": {"id_": "5e783584-b61a-41a2-ac9d-e35fc699e5ab", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call 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y\n6\npoints,\n1\npoint\nfa v or able\nt o\nexpectations.\nFX\nimpact\non\nIntelligent\nCloud\nand\nMor e\nP ersonal\nComputing\nwer e\nboth\nin\nline\nwith\nexpectations.\nAdditionally ,\nFX\ndecr eased\nboth\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\n2\npoints,\n1\npoint\nunfa v or able\nt o\nexpectations.\nMicr osoft\nCloud\nr e v enue\nwas\n$27.1\nbillion\nand\ngr ew\n22%\nand\n29%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints\ny ear-o v er-y ear\nt o\n72%,\na\npoint\nbetter\nthan\nexpected,\ndriv en\nb y\nlower\nener gy\ncosts.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\nfor\nuseful\nliv es,\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n1\npoint,\nprimarily\ndriv en\nb y\nsales\nmix\nshift\nt o\nA zur e.", "start_char_idx": 2194, "end_char_idx": 2956, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "51f7dd2e-9380-4c6d-9952-9b1402ae8a2f": {"__data__": {"id_": "51f7dd2e-9380-4c6d-9952-9b1402ae8a2f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "262842f2-b5d3-454d-82cf-a69509d1ef04", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "a83bae3ea903a3c90a9e119f6c26eb888b0adcdfb6f6b975cd632e6ff7d02f05", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5e783584-b61a-41a2-ac9d-e35fc699e5ab", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "f735544cc2f6bb5b2a5a9b8b5f20cf5171aa533b54d863b76b2abd21671b9983", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "27b8130e-41f9-4b29-957f-e4501696844b", "node_type": "1", "metadata": {}, "hash": "fc9c0d150ad0c34f6074df038a29afbc56573fe85e819f824a05129c2dda5642", "class_name": "RelatedNodeInfo"}}, "hash": "79dcdd937554d7711b223eedfa8e81cf1be937fd1a4603dbc863e1b79465a533", "text": "Company\ngr oss\nmar gin\nper centage\nwas\n67%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n2\npoints,\ndriv en\nb y\na\nlower\nmix\nof\nWindows\nOEM\nr e v enue\nand\nsales\nmix\nshift\nfr om\nlicensing\nt o\ncloud.\nOper ating\nexpense\nwhen\nadjusted\nfor\nthe\nQ2\nchar ge\nincr eased\n11%\nand\n13%\nin\nconstant\ncurr ency ,\nabout\n$500\nmillion\nlower\nthan\nexpected.\nOper ating\nexpense\ngr owth\nwas\ndriv en\nb y\ninv estments\nin\ncloud\nengineering,\nthe\nNuance\nacquisition\nand\nLink edIn.\nA t\na\nt otal\ncompany\nle v el,\nheadcount\nended\nDecember\n19%\nhigher\nthan\na\ny ear\nago.\nSequential\nheadcount\ngr owth\nwas\nless\nthan\n1%.\nY ear-o v er-y ear\ngr owth\nincluded\nr oughly\n6\npoints\nfr om\nthe\nNuance\nand\nXandr\nacquisitions,\nwhich\nclosed\nlast\nQ3\nand\nQ4,\nr espectiv ely .\nAdjusted\nfor\nthe\nchar ge,\noper ating\nmar gins\ndecr eased\nr oughly\n2\npoints\ny ear-o v er-y ear\nt o\n41%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\noper ating\nmar gins\ndeclined\nr oughly\n4\npoints,\nprimarily\ndriv en\nb y\nunfa v or able\nFX\nimpact\nas\nwell\nas\na\nlower\nmix\nof\nOEM\nr e v enue.\nNow\nt o\nour\nsegment\nr esults.\nRe v enue\nfr om\nPr oductivity\nand\nBusiness\nPr", "start_char_idx": 0, "end_char_idx": 1160, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "27b8130e-41f9-4b29-957f-e4501696844b": {"__data__": {"id_": "27b8130e-41f9-4b29-957f-e4501696844b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "262842f2-b5d3-454d-82cf-a69509d1ef04", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "a83bae3ea903a3c90a9e119f6c26eb888b0adcdfb6f6b975cd632e6ff7d02f05", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "51f7dd2e-9380-4c6d-9952-9b1402ae8a2f", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "79dcdd937554d7711b223eedfa8e81cf1be937fd1a4603dbc863e1b79465a533", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0ea15e4a-559e-44fc-b602-7488ff43b173", "node_type": "1", "metadata": {}, "hash": "2cd19269e1839db9bece51fdde8a283878a48a5fcea7ff1618f3d01aa5bdfb00", "class_name": "RelatedNodeInfo"}}, "hash": "fc9c0d150ad0c34f6074df038a29afbc56573fe85e819f824a05129c2dda5642", "text": "v enue\nfr om\nPr oductivity\nand\nBusiness\nPr ocesses\nwas\n$17\nbillion\nand\ngr ew\n7%\nand\n13%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations\nwhen\nex cluding\nthe\nfa v or able\nFX\nimpact\nnoted\nearlier .\nO\ufb03ce\nCommer cial\nr e v enue\ngr ew\n7%\nand\n14%\nin\nconstant\ncurr ency .\nO\ufb03ce\n365\nCommer cial\nr e v enue\nincr eased\n11%\nand\n18%\nin\nconstant\ncurr ency ,\nslightly\nbetter\nthan\nexpected\nwith\nhealthy\nr enewal\nex ecution\nand\nARPU\ngr owth\nas\nE5\nmomentum\nr emains\nstr ong.\nP aid\nO\ufb03ce\n365\nCommer cial\nseats\ngr ew\n12%\ny ear-o v er-y ear\nwith\ninstalled\nbase\nexpansion\nacr oss\nall\nworkloads\nand\ncust omer\nsegments.\nSeat\ngr owth\nwas\ndriv en\nb y\nour\nsmall\nand\nmedium\nbusiness\nand\nfr ontline\nwork er\noff erings,\nalthough\nwe\nsaw\nsome\nimpact\nfr om\nthe\nslowdown\nin\ngr owth\nof\nnew\nbusiness\nnoted\nearlier .\nO\ufb03ce\nConsumer\nr e v enue\ndeclined\n2%\nand\nincr eased\n3%\nin\nconstant\ncurr ency ,\nwith\ncontinued\nmomentum\nin\nMicr osoft\n365\nsubscriptions,\nwhich\ngr ew\n12%\nt o\n63.2\nmillion,\npar tially\noffset\nb y\ndeclines\nin\nour\ntr ansactional\nbusiness.\nLink edIn\nr e v enue\nincr eased\n10%\nand\n14%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ngr owth\nin\nT alent\nSolutions,\npar", "start_char_idx": 1118, "end_char_idx": 2244, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0ea15e4a-559e-44fc-b602-7488ff43b173": {"__data__": {"id_": "0ea15e4a-559e-44fc-b602-7488ff43b173", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "262842f2-b5d3-454d-82cf-a69509d1ef04", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "a83bae3ea903a3c90a9e119f6c26eb888b0adcdfb6f6b975cd632e6ff7d02f05", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "27b8130e-41f9-4b29-957f-e4501696844b", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "fc9c0d150ad0c34f6074df038a29afbc56573fe85e819f824a05129c2dda5642", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0e4656b3-551b-4cc2-a28c-a07c28a136b9", "node_type": "1", "metadata": {}, "hash": "83656f3b2916c3f4a208f550740d8b6891913688dd79ce853d94c2b9c8ee2cb2", "class_name": "RelatedNodeInfo"}}, "hash": "2cd19269e1839db9bece51fdde8a283878a48a5fcea7ff1618f3d01aa5bdfb00", "text": "en\nb y\ngr owth\nin\nT alent\nSolutions,\npar tially\noffset\nb y\nweakness\nin\nMark eting\nSolutions\nfr om\nthe\nadv er tising\ntr ends\nnoted\nearlier .\nDynamics\nr e v enue\ngr ew\n13%\nand\n20%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nDynamics\n365,\nwhich\ngr ew\n21%\nand\n29%\nin\nconstant\ncurr ency .\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n8%\nand\n16%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n1\npoint\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndecr eased\nslightly ,\ndriv en\nb y\nsales\nmix\nshift\nt o\ncloud\noff erings.\nOper ating\nexpense\nincr eased\n12%\nand\n14%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n5\npoints\nfr om\nthe\nQ2\nchar ge.\nOper ating\nincome\nincr eased\n6%\nand\n17%\nin\nconstant", "start_char_idx": 2204, "end_char_idx": 2963, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0e4656b3-551b-4cc2-a28c-a07c28a136b9": {"__data__": {"id_": "0e4656b3-551b-4cc2-a28c-a07c28a136b9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b4a2f40a-b65d-4ce5-8b26-84af8454ffb0", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "baedce61eba7410b287ad8a1f0886de98fc9ddd079f1988956aea8fb2fabb69f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "0ea15e4a-559e-44fc-b602-7488ff43b173", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2cd19269e1839db9bece51fdde8a283878a48a5fcea7ff1618f3d01aa5bdfb00", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8b5d0d49-5936-4f7b-8ba6-c4c4bd45f32a", "node_type": "1", "metadata": {}, "hash": "7a9a164722fb98f16ab5bba316df5f725a948410cc2e17a9660f7da46d70a6e5", "class_name": "RelatedNodeInfo"}}, "hash": "83656f3b2916c3f4a208f550740d8b6891913688dd79ce853d94c2b9c8ee2cb2", "text": "curr ency\nas\nthe\n3\npoints\nof\nfa v or able\nimpact\ndue\nt o\nthe\nchange\nin\naccounting\nestimate\nwer e\noffset\nb y\n3\npoints\nof\nunfa v or able\nimpact\nfr om\nthe\nQ2\nchar ge\nnoted\nearlier .\nNext,\nthe\nIntelligent\nCloud\nsegment.\nRe v enue\nwas\n$21.5\nbillion,\nincr easing\n18%\nand\n24%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations.\nOv er all,\nser v er\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n20%\nand\n26%\nin\nconstant\ncurr ency .\nA zur e\nand\nother\ncloud\nser vices\nr e v enue\ngr ew\n31%\nand\n38%\nin\nconstant\ncurr ency .\nAs\nnoted\nearlier ,\ngr owth\ncontinued\nt o\nmoder ate,\npar ticularly\nin\nDecember ,\nand\nwe\nexited\nthe\nquar ter\nwith\nA zur e\nconstant\ncurr ency\ngr owth\nin\nthe\nmid-30s.\nIn\nour\nper\nuser\nbusiness,\nthe\nEnterprise\nMobility\nand\nSecurity\ninstalled\nbase\ngr ew\n16%\nt o\no v er\n241\nmillion\nseats\nwith\nimpact\nfr om\nthe\nslowdown\nin\ngr owth\nof\nnew\nbusiness\nnoted\nearlier .\nIn\nour\non-pr emises\nser v er\nbusiness,\nr e v enue\ndecr eased\n2%\nand\nincr eased\n2%\nin\nconstant\ncurr ency ,\nwith\ncontinued\nhybrid\ndemand\noffset\nb y\nweakness\nin\ntr ansactional\nlicensing.\nEnterprise\nSer vices\nr e v enue\ngr ew\n2%\nand\n7%\nin\nconstant\ncurr ency .\nSegment\ngr oss\nmar gin\ndollars\nincr", "start_char_idx": 0, "end_char_idx": 1160, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8b5d0d49-5936-4f7b-8ba6-c4c4bd45f32a": {"__data__": {"id_": "8b5d0d49-5936-4f7b-8ba6-c4c4bd45f32a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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eased\n17%\nand\n23%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\nslightly .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndeclined\nr oughly\n3\npoints,\ndriv en\nb y\nsales\nmix\nshift\nt o\nA zur e\nand\nhigher\nener gy\ncosts.\nOper ating\nexpenses\nincr eased\n34%\nand\n37%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n13\npoints\nof\nimpact\nfr om\nthe\nQ2\nchar ge\nnoted\nearlier\nand\nr oughly\n7\npoints\nof\nimpact\nfr om\nthe\nNuance\nacquisition.\nOper ating\nincome\ngr ew\n7%\nand\n15%\nin\nconstant\ncurr ency\nas\nr oughly\n7\npoints\nof\nfa v or able\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\nwas\noffset\nb y\nappr o ximately\n7\npoints\nof\nunfa v or able\nimpact\nfr om\nthe\nQ2\nchar ge.\nNow\nt o\nMor e\nP ersonal\nComputing.\nRe v enue\nwas\n$14.2\nbillion,\ndecr easing\n19%\nand\n16%\nin\nconstant\ncurr ency ,\nbelow\nexpectations\ndriv en\nb y\nSur face,\nWindows\nCommer cial\nand\nsear ch.\nWindows\nOEM\nr e v enue\ndecr eased\n39%\ny ear-o v er-y ear ,\nin\nline\nwith\nexpectations.\nEx cluding\nthe\nimpact\nfr om\nthe\nWindows\n11\ndef err al\nlast\ny ear ,\nr e v enue\ndeclined\n36%\non\na\nstr ong\nprior\ny ear\ncompar able.\nDe vices\nr e v", "start_char_idx": 1118, "end_char_idx": 2280, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d90964e4-67ec-41d1-bd28-83a1ccc5b0b9": {"__data__": {"id_": "d90964e4-67ec-41d1-bd28-83a1ccc5b0b9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b4a2f40a-b65d-4ce5-8b26-84af8454ffb0", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "baedce61eba7410b287ad8a1f0886de98fc9ddd079f1988956aea8fb2fabb69f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8b5d0d49-5936-4f7b-8ba6-c4c4bd45f32a", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "7a9a164722fb98f16ab5bba316df5f725a948410cc2e17a9660f7da46d70a6e5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "52ae7188-3296-424d-8570-4fd9e92ca322", "node_type": "1", "metadata": {}, "hash": "bb050b84c9654a07000495845ac26057f9a00c1dd6fd564a49a35d308ab8f599", "class_name": "RelatedNodeInfo"}}, "hash": "993ea297d9074ffa12d539b70a344fe3bb872ac03de3c5047ae9230d643c965f", "text": "ong\nprior\ny ear\ncompar able.\nDe vices\nr e v enue\ndecr eased\n39%\nt o\n34%\nin\nconstant\ncurr ency ,\nbelow\nexpectations\ndue\nt o\nex ecution\nchallenges\non\nnew\npr oduct\nlaunches.\nWindows\nCommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\ndeclined\n3%\nand\nincr eased\n3%\nin\nconstant\ncurr ency ,\nlower\nthan\nexpected,\nprimarily\ndue\nt o\nthe\nslowdown\nin\ngr owth\nof\nnew\nbusiness\nand\nstand-alone\noff erings\nnoted\nearlier .\nSear ch\nand\nnews\nadv er tising\nr e v enue\nex\nT A C\nincr eased\n10%\nand\n15%\nin\nconstant\ncurr ency ,\na\nbit\nlower\nthan\nexpected,\nas\nnoted\nearlier .\nOur\nE dge\nbr owser\ngained\nmor e\nshar e\nthan\nexpected\nthis\nquar ter .\nThe\nXandr\nacquisition\ncontributed\nr oughly\n6\npoints\nof\nbene\ufb01t.", "start_char_idx": 2237, "end_char_idx": 2920, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "52ae7188-3296-424d-8570-4fd9e92ca322": {"__data__": {"id_": 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"993ea297d9074ffa12d539b70a344fe3bb872ac03de3c5047ae9230d643c965f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b63e7966-ca04-4ef5-9dcd-d285f28afffc", "node_type": "1", "metadata": {}, "hash": "18924b2efb291a674e1b9dd38145db71ba5e4090b6e20ddc008d8c67eddfb5bb", "class_name": "RelatedNodeInfo"}}, "hash": "bb050b84c9654a07000495845ac26057f9a00c1dd6fd564a49a35d308ab8f599", "text": "And\nin\ngaming,\nr e v enue\ndeclined\n13%\nand\n9%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations.\nXbo x\nhar dwar e\nr e v enue\ndeclined\n13%\nand\n9%\nin\nconstant\ncurr ency .\nXbo x\ncontent\nand\nser vices\nr e v enue\ndeclined\n12%\nand\n8%\nin\nconstant\ncurr ency ,\ngiv en\nthe\nstr ong\n\ufb01rst-par ty\ncontent\nlast\ny ear .\nSegment\ngr oss\nmar gin\ndollars\ndeclined\n29%\nand\n24%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n7\npoints\ny ear-o v er-y ear ,\ndriv en\nb y\nlower\nde vice\ngr oss\nmar gin\nand\nsales\nmix\nshift\nt o\nlower-mar gin\nbusinesses.\nOper ating\nexpenses\nincr eased\n6%\nand\n9%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n6\npoints\nof\nimpact\nfr om\nthe\nQ2\nchar ge\nnoted\nearlier\nand\n3\npoints\nof\nimpact\nfr om\nthe\nXandr\nacquisition.\nOper ating\nincome\ndecr eased\n47%\nand\n40%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n6\npoints\nof\nunfa v or able\nimpact\nfr om\nthe\nQ2\nchar ge\nnoted\nearlier .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es,\nincluding\n\ufb01nance\nleases,\nwer e\n$6.8\nbillion\nt o\nsuppor t\ncloud\ndemand.\nCash\npaid\nfor\nPP&E\nwas\n$6.3\nbillion.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$11.2\nbillion,\ndown\n23%\ny ear-o v er-y", "start_char_idx": 0, "end_char_idx": 1135, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b63e7966-ca04-4ef5-9dcd-d285f28afffc": {"__data__": {"id_": "b63e7966-ca04-4ef5-9dcd-d285f28afffc", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1dba5968-b515-482f-a0df-0dd0ea310235", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "a5dcb9c2cabed615845d40cf3e82e56c9168ee1864780f042c64a3a9fc7be0e4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "52ae7188-3296-424d-8570-4fd9e92ca322", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "bb050b84c9654a07000495845ac26057f9a00c1dd6fd564a49a35d308ab8f599", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "84703398-5cc6-45b8-a179-b702700107fd", "node_type": "1", "metadata": {}, "hash": "39fef7fa3325163f90ae06b90480a1900a2955235c4f1cad9eb58004691ce3e9", "class_name": "RelatedNodeInfo"}}, "hash": "18924b2efb291a674e1b9dd38145db71ba5e4090b6e20ddc008d8c67eddfb5bb", "text": "ear-o v er-y ear\nas\nstr ong\ncloud\nbillings\nand\ncollections\nwer e\nmor e\nthan\noffset\nb y\na\ntax\npa yment\nr elated\nt o\nthe\nT CJ A\ncapitalization\nof\nR&D\npr o vision\nas\nwell\nas\nhigher\nemplo y ee\nand\nsupplier\npa yments.\nF r ee\ncash\n\ufb02ow\nwas\n$4.9\nbillion,\ndown\n43%\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthis\ntax\npa yment,\ncash\n\ufb02ow\nfr om\noper ations\ndeclined\n7%\nand\nfr ee\ncash\n\ufb02ow\ndeclined\n16%.\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\nnegativ e\n$60\nmillion,\nlower\nthan\nanticipated,\ndriv en\nb y\na\nmark-t o-mark et\nloss\non\na\nfor war d\nshar e\npur chase\nagr eement.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o ximately\n19%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$9.7\nbillion\nt o\nshar eholders\nthr ough\nshar e\nr epur chases\nand\ndividends.\nNow\nmo ving\nt o\nour\nQ3\noutlook,\nwhich\nunless\nspeci\ufb01cally\nnoted\nother wise,\nis\non\na\nU.S.\ndollar\nbasis.\nMy\ncommentar y\nfor\nboth\nthe\nfull\ny ear\nand\nnext\nquar ter\ndoes\nnot\ninclude\nany\nimpact\nfr om\nActivision,\nwhich\nwe\ncontinue\nt o\nwork\nt owar ds\nclosing\nin\n\ufb01scal\ny ear\n2023,\nsubject\nt o\nobtaining\nr equir ed\nr egulat or y\nappr o v als.\nFirst,\nFX.\nBased\non\ncurr", "start_char_idx": 1123, "end_char_idx": 2197, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "84703398-5cc6-45b8-a179-b702700107fd": {"__data__": {"id_": "84703398-5cc6-45b8-a179-b702700107fd", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1dba5968-b515-482f-a0df-0dd0ea310235", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "a5dcb9c2cabed615845d40cf3e82e56c9168ee1864780f042c64a3a9fc7be0e4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b63e7966-ca04-4ef5-9dcd-d285f28afffc", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "18924b2efb291a674e1b9dd38145db71ba5e4090b6e20ddc008d8c67eddfb5bb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a7a4210f-c259-4a95-aad8-60bac476c8ce", "node_type": "1", "metadata": {}, "hash": "0e31103afd3d6fb8f616aa11d0fc84b29cdc7b141496517a67e4c82dfdb09951", "class_name": "RelatedNodeInfo"}}, "hash": "39fef7fa3325163f90ae06b90480a1900a2955235c4f1cad9eb58004691ce3e9", "text": "or y\nappr o v als.\nFirst,\nFX.\nBased\non\ncurr ent\nr ates,\nwe\nnow\nexpect\nFX\nt o\ndecr ease\nt otal\nr e v enue\ngr owth\nb y\nappr o ximately\n3\npoints,\nCOGS\ngr owth\nb y\n1\npoint\nand\noper ating\nexpense\ngr owth\nb y\n2\npoints.\nWithin\nthe\nsegments,\nwe\nanticipate\nr oughly\n4\npoints\nof\nnegativ e\nimpact\non\nr e v enue\ngr owth\nin\nPr oductivity\nand\nBusiness\nPr ocesses,\n3\npoints\nin\nIntelligent\nCloud\nand\n2\npoints\nin\nMor e\nP ersonal\nComputing.\nIn\nour\nConsumer\nbusiness,\nWindows\nOEM\nand\nde vices\nwill\nsee\ncontinued\ndeclines\nas\nthe\nPC\nmark et\nr eturns\nt o\npr e-pandemic\nle v els.\nAnd\nLink edIn\nand\nsear ch\nwill\nbe\nimpacted\nas\nad\nmark et\nspending\nr emains\na\nbit\ncautious.\nIn\nour\nCommer cial\nbusiness,\nwe\nexpect\nbusiness\ntr ends\nthat\nwe\nsaw\nat\nthe\nend\nof\nDecember\nt o\ncontinue\nint o\nQ3.\nWhile\ncust omers\nar e\nmor e\ncautious\nin\ntheir\nspend,\nwe\nalso\nha v e\nthe\noppor tunity\nt o\nimpr o v e\nour\nex ecution,\ngiv en\nour\nstr ong\nposition\nin\nglobal", "start_char_idx": 2154, "end_char_idx": 3069, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a7a4210f-c259-4a95-aad8-60bac476c8ce": {"__data__": {"id_": "a7a4210f-c259-4a95-aad8-60bac476c8ce", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "270d65af-3df9-42f8-854f-7947d36c27d7", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "ba41c7ecb11b959e4fb3fc1c40a8ce2c2f07588672be7dfb9ada3976c8d1037e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "84703398-5cc6-45b8-a179-b702700107fd", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "39fef7fa3325163f90ae06b90480a1900a2955235c4f1cad9eb58004691ce3e9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fd02affb-25ce-47b2-b896-f0cd46e515e5", "node_type": "1", "metadata": {}, "hash": "b0743d3565c3e26bb6db2ab2554a27dbbec6f5d8855ab5df904a8fb267e812a3", "class_name": "RelatedNodeInfo"}}, "hash": "0e31103afd3d6fb8f616aa11d0fc84b29cdc7b141496517a67e4c82dfdb09951", "text": "gr owth\nmark ets.\nIn\ncommer cial\nbookings,\nwith\na\ndeclining\nexpir y\nbase\nand\nthe\nstr ong\nprior\ny ear\ncompar able\nin\nterms\nof\nlar ge\nA zur e\ncontr acts,\nwe\nexpect\ngr owth\nt o\nbe\nr elativ ely\n\ufb02at\no v er\ny ear .\nW e\nexpect\nconsistent\nex ecution\nacr oss\nour\ncor e\nand\nsales\nmotions\nand\ncontinued\ncommitments\nt o\nour\nplatform\nwill\nbe\noffset\nb y\nimpact\nfr om\nthe\nslowdown\nof\nnew\nbusiness\nnoted\nearlier\nand\n3\npoints\nof\nunfa v or able\nimpact\nfr om\nthe\ninclusion\nof\nNuance\nin\nthe\nprior\ny ear .\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nshould\nbe\nup\nr oughly\n1\npoint\ny ear-o v er-y ear ,\ndriv en\nb y\nthe\naccounting\nestimate\nchange\nnoted\nearlier .\nEx cluding\nthat\nimpact,\nQ3\ncloud\ngr oss\nmar gin\nper centage\nwill\ndecr ease\nr oughly\n1\npoint,\ndriv en\nb y\nA zur e.\nIn\ncapital\nexpenditur es,\nwe\nexpect\na\nsequential\nincr ease\non\na\ndollar\nbasis\nwith\nnormal\nquar terly\nspend\nv ariability\nin\nthe\ntiming\nof\nour\ncloud\ninfr astructur e\nbuild-out.\nOur\ndata\ncenter\ninv estments\ncontinue\nt o\nbe\nbased\non\na\nnear-term\nand\nlonger-term\ncust omer\ndemand,\nincluding\nAI\noppor tunities.\nNext,\nsegment\nguidance.\nIn\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nt o\ngr", "start_char_idx": 0, "end_char_idx": 1149, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fd02affb-25ce-47b2-b896-f0cd46e515e5": {"__data__": {"id_": "fd02affb-25ce-47b2-b896-f0cd46e515e5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts 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"b0743d3565c3e26bb6db2ab2554a27dbbec6f5d8855ab5df904a8fb267e812a3", "text": "ocesses,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n11%\nand\n13%\nin\nconstant\ncurr ency\nor\n$16.9\nbillion\nt o\n$17.2\nbillion.\nIn\nO\ufb03ce\nCommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365\nwith\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\nARPU\ngr owth\nthr ough\nE5.\nW e\nexpect\nO\ufb03ce\n365\nr e v enue\ngr owth\nt o\nbe\nsequentially\nlower\nb y\nr oughly\n1\npoint\non\na\nconstant\ncurr ency\nbasis.\nIn\nour\non-pr emises\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nmid-20s.\nIn\nO\ufb03ce\nConsumer ,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nlow\nsingle\ndigits,\ndriv en\nb y\nMicr osoft\n365\nsubscriptions.\nF or\nLink edIn,\nwe\nexpect\nmid-single-digit\nr e v enue\ngr owth\nwith\ncontinued\nstr ong\nengagement\non\nthe\nplatform,\nalthough\nimpacted\nb y\nthe\nadv er tising\ntr ends\nnoted\nearlier\nand\nthe\nslowdown\nin\nhiring,\npar ticularly\nin\nthe\ntechnology\nindustr y ,\nwher e\nwe\nha v e\nsigni\ufb01cant\nexposur e.\nAnd\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nin\nthe\nlow\nt o\nmid-teens,\ndriv en\nb y\ncontinued\ngr owth\nin\nDynamics\n365,\nwhich\nis\nnow\no v er\n80%\nof\nt otal\nDynamics\nr e v", "start_char_idx": 1113, "end_char_idx": 2153, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "979037c3-70b0-4223-810f-c5e76c219da6": {"__data__": {"id_": "979037c3-70b0-4223-810f-c5e76c219da6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n17%\nand\n19%\nin\nconstant\ncurr ency\nor\n$21.7\nbillion\nt o\n$22\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur e\nwhich,\nas\na\nr eminder ,\ncan\nha v e\nquar terly\nv ariability\nprimarily\nfr om\nour\nper\nuser\nbusiness\nand\nfr om\nin-period\nr e v enue\nr ecognition\ndepending\non\nthe\nmix\nof\ncontr acts.\nIn\nA zur e,\nour\nper-user\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nthough\nwe\nexpect\ncontinued\nmoder ation\nin\ngr owth\nr ate\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nAs\nI\nnoted\nearlier ,\nwe\nexited\nQ2\nwith\nA zur e\ngr owth\nin\nthe\nmid-30s\nin\nconstant\ncurr ency .\nAnd\nfr om\nthat,\nwe\nexpect\nQ3\ngr owth\nt o\ndeceler ate\nr oughly\n4\nt o\n5\npoints\nin\nconstant\ncurr ency .\nFX\nimpact\nin\nA zur e\nis\nabout\n1\npoint\nmor e\nthan\nat\nthe", "start_char_idx": 2120, "end_char_idx": 2963, "text_template": 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enue\nof\n$11.9\nbillion\nt o\n$12.3\nbillion.\nWindows\nOEM\nr e v enue\nshould\ndecline\nin\nthe\nmid\nt o\nhigh\n30s,\nin\nline\nwith\nthe\nPC\nmark et.\nW e\nexpect\nQ3\nPC\nunits\nt o\nbe\nsimilar\nt o\npr e-pandemic\nle v els.\nIn\nde vices,\nr e v enues\nshould\ndecline\nin\nthe\nmid-40s\nas\nwe\nwork\nthr ough\nthe\nex ecution\nchallenges\nnoted\nearlier .\nIn\nWindows\nCommer cial\npr oducts\nand\ncloud\nser vices\non\na\nstr ong\nprior\ny ear\ncompar able,\nr e v enue\nshould\nbe\nr elativ ely\n\ufb02at\nas\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nwill\nbe\npar tially\noffset\nb y\nthe\nslowdown\nin\nnew\nbusiness\nnoted\nearlier .\nSear ch\nand\nnews\nadv er tising\nex-T A C\nshould\ngr ow\nhigh\nsingle\ndigits,\nr oughly\n7\npoints\nfaster\nthan\no v er all\nsear", "start_char_idx": 0, "end_char_idx": 1085, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", 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ation\nin\nH2,\ngiv en\nhow\nwe\nexited\nDecember .\nNext,\nhigher\nener gy\ncosts\nfor\nthe\nfull\ny ear\nar e\nnow\nexpected\nt o\nbe\n$500\nmillion\ncompar ed\nt o\nour\npr e vious\nestimate\nof\n$800\nmillion.\nThir d,\nas\nwe\ncontinue\nt o\nprioritiz e\nour\ninv estments\nand\nanniv ersar y\nthe\nNuance\nand\nXandr\nacquisitions,\nour\nQ4\noper ating\nexpense\ngr owth\nshould\nbe\nin\nthe\nlow\nsingle\ndigits\nin\nconstant\ncurr ency .", "start_char_idx": 2073, "end_char_idx": 2967, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d691c676-cb8c-4f4e-ad46-5c22271b3c6c": {"__data__": {"id_": "d691c676-cb8c-4f4e-ad46-5c22271b3c6c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "97b817e278defa1d4b4492e4f149b4c86e08ec1d8da55d5f50148cbe8bd5c7a0", "text": "Finally ,\nwe\nr emain\ncommitted\nt o\noper ational\nex cellence,\naligning\ncost\nand\ngr owth,\ninv esting\nin\nour\ncust omer\nsuccess\nand\nleading\nthe\nAI\nplatform\nwa v e.\nAs\na\nr esult,\nwhen\nex cluding\nthe\nQ2\nchar ge\nand\nfa v or able\nimpact\nfr om\nthe\nchange\nin\naccounting\nestimate,\nwe\nexpect\nfull\ny ear\noper ating\nmar gins\nt o\nbe\ndown\nr oughly\n1\npoint\nin\nconstant\ncurr ency\nand\nr oughly\n2\npoints\nin\nUSD ,\ne v en\nwith\nthe\nheadwinds\nfr om\nmaterially\nlower\nOEM\nr e v enue\nand\nhigher\nener gy\ncosts.\nIn\nthe\n\ufb01rst\nhalf\nof\nthe\ny ear ,\no v er\n70%\nof\nour\nr e v enue\ncame\nfr om\nour\nCommer cial\nbusiness\nand\no v er\n70%\nof\nthat\nfr om\nMicr osoft\nCloud.\nW e\nha v e\na\nr esilient\nfoundation\nand\ndur able\ngr owth\nmark ets\nwher e\nwe\nar e\ngaining\nshar e.\nI\u2019 m\ncon\ufb01dent\nin\nthe\nability\nof\nour\nMicr osoft\nteam\nt o\nmanage\nthe\nnear-term\nb y\ncontinuing\nt o\nposition\nourselv es\nfor\nthe\nfutur e.\nWith\nthat,\nlet\u2019 s\ngo\nt o\nQ&A.\nBr ett?\nBr ett\nIv ersen\nThanks,\nAmy .\nW e\nwill\nnow\nmo v e\no v er\nt o\nthe\nQ&A.\n[Oper at or\nInstructions]\nJoe,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\n[Oper at", "start_char_idx": 0, "end_char_idx": 1087, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "28ffe732-8603-4dc8-ba87-90902c4eba27": {"__data__": {"id_": "28ffe732-8603-4dc8-ba87-90902c4eba27", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call 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"our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\n[Oper at or\nInstructions]\nOur\n\ufb01rst\nquestion\ncomes\nfr om\nthe\nline\nof\nK eith\nW eiss\nwith\nMor gan\nStanle y .\nPlease\npr oceed.\nK eith\nW eiss\nEx cellent.\nThank\ny ou,\nguys\nfor\ntaking\nthe\nquestion.\nI\nwas\nhoping\nwe\ncould\ndelv e\nint o\nthe\nexpansion\nof\nthe\ninv estment\nint o\nOpenAI.\nSaty a,\nI\nwas\nhoping\ny ou\ncould\ntalk\nt o\nus\nabout,\nis\nther e\nany\nexpansion\nin\nthe\nscope\nof\nwhat\ny ou\nguys\nar e\ndoing\nwith\nOpenAI\nand\nthe\ncommitment\nthat\ny ou\nguys\nar e\nmaking\nin\nterms\nof\nsor t\nof\nthe\ncompute\ncapacity\ny ou\u2019r e\ngoing\nt o\nbe\ngiving\nt o\nthem?\nAnd\nthen\nma ybe\nas\nfr om\nan\ninv est or \u2019 s\nperspectiv e,\nhow\nshould\nwe\nthink\nabout\nwhen\nthis\nfunctionality\nis\ngoing\nt o\nbecome\n\u2013\nexpand\nbe y ond\njust\nsor t\nof\nthe\nA zur e\nOpenAI\nser vices?\nAnd\nwher e\nar e\nwe \u2019\ngoing\nt o\nstar t\nt o\nsee\nsome\nof\nthe\npositiv e\nimpacts\nt o\nperhaps\nBing\nor\nthe\npr oductivity\nsuite\nor\nmor e\nbr oadly\nacr oss\nthe\nsolution\npor tfolio?\nSaty a\nNadella", "start_char_idx": 1021, "end_char_idx": 1982, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9b03d4cd-c110-4ef2-a101-204cd71e5715": {"__data__": {"id_": "9b03d4cd-c110-4ef2-a101-204cd71e5715", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3d63ad09-1d59-4ded-a709-7ced6f1d377a", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "c62652de478ce476e9a4ae3abe898ef10be1ac319b0eefd91839a0d909c3f71b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "28ffe732-8603-4dc8-ba87-90902c4eba27", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "38d3168d695481e47328f178b933d71c634d112e9e4687679b8d05c21987abcb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "36672456-3a9a-4915-ab64-5c7ade001a23", "node_type": "1", "metadata": {}, "hash": "c7b2cfd777d85db04b6f142bdaf9726947ecefd69172531dfec3bbfd8fffc444", "class_name": "RelatedNodeInfo"}}, "hash": "221dbcf3d47b1a41d7a1813fa5b7e31efe7df076e0d78402c97cf1b61f07275c", "text": "Thank\ny ou\nso\nmuch,\nK eith,\nfor\nthe\nquestion.\nSo\nas\ny ou\nknow ,\nwe\nstar ted\nthe\nOpenAI\npar tnership\nnow\nin\n3\ny ears,\n3.5\ny ears\nago.\nAnd\nwe \u2019v e\nbeen\nactually\nworking\nv er y\nhar d\non\na\nlot\nof\nelements\nof\nthis\npar tnership\no v er\nthe\nlast\n3\ny ears.\nAnd\nso\nI\nthink\nthe\nwa y\nfor\nour\ninv est ors\nt o\nsee\nthis\nis\nwe\nfundamentally\nbelie v e\nthat\nthe\nnext\nbig\nplatform\nwa v e,\nas\nI\nsaid,\nis\ngoing\nt o\nbe\nAI\nand\nwe\nstr ongly\nalso\nbelie v e\na\nlot\nof\nthe\nenterprise\nv alue\ngets\ncr eated\nb y\njust\nbeing\nable\nt o\ncatch\nthese\nwa v es\nand\nthen\nha v e\nthose\nwa v es\nimpact\ne v er y\npar t\nof\nour\ntech\nstack\nand\nalso\ncr eate\nnew\nsolutions\nand\nnew\noppor tunities.\nSo\nwhene v er\nwe\nthink\nabout\nplatform\noppor tunities\nand\nplatform\nshift\noppor tunities,\nthat\u2019 s\nhow\nwe\ncome\nat\nit.\nHow\ncan\nwe\nessentially\nride\nthe\nwa v e\nfor\ne v er ything\nthat\nwe\nha v e\nt oda y\nand\nmak e\nit\nmor e\nexpansiv e\nand\nthen\nwhat\nnew\ncan\nbe\ncr eated.\nSo,\nif\ny ou\ntak e\nthat\nlens,\nthe\ncor e\nof\nA zur e\nor\nwhat\nis\nconsider ed\ncloud\ncomputing\nfundamentally\nchanges\nin\nits\nnatur e\nand\nhow\ncompute\nst or", "start_char_idx": 0, "end_char_idx": 1053, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "36672456-3a9a-4915-ab64-5c7ade001a23": {"__data__": {"id_": "36672456-3a9a-4915-ab64-5c7ade001a23", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3d63ad09-1d59-4ded-a709-7ced6f1d377a", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "c62652de478ce476e9a4ae3abe898ef10be1ac319b0eefd91839a0d909c3f71b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9b03d4cd-c110-4ef2-a101-204cd71e5715", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "221dbcf3d47b1a41d7a1813fa5b7e31efe7df076e0d78402c97cf1b61f07275c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "683367b0-8d5b-4e5b-b0a3-1c076038db2a", "node_type": "1", "metadata": {}, "hash": "db305f17b5f637346fec21b09e060b1014b67157da49532d651278eb4e947b7e", "class_name": "RelatedNodeInfo"}}, "hash": "c7b2cfd777d85db04b6f142bdaf9726947ecefd69172531dfec3bbfd8fffc444", "text": "e\nand\nhow\ncompute\nst or age\nand\nnetwork\ncome\nt ogether .\nThat\u2019 s,\nin\nsome\nsense,\nunder\nthe\nr adar ,\nif\ny ou\nwill,\nfor\nthe\nlast\n3.5\ny ears,\n4\ny ears,\nwe\nha v e\nbeen\nworking\nv er y ,\nv er y\nhar d\nt o\nbuild\nboth\nthe\ntr aining\nsuper computers\nand\nnow ,\nof\ncourse,\nthe\ninf er ence\ninfr astructur e\nbecause\nonce\ny ou\nuse\nAI\ninside\nof\ny our\napplications,\nit\ngoes\nfr om\njust\nbeing\ntr aining-hea vy\nt o\ninf er ence.\nSo,\nthat\u2019 s\nsor t\nof,\nI\nthink\ncor e\nA zur e\nitself\nis\nbeing\ntr ansformed\nfor\nthe\ncor e\ninfr astructur e\nbusiness,\nit\u2019 s\nbeing\ntr ansformed.\nAnd\nso\ny ou\ncan\nsee\nus\nwith\ndata\nbe y ond\nA zur e\nOpenAI\nser vices\ne v en,\nthink\nabout\nwhat\nSynapse\nplus\nOpenAI\nAPIs\ncan\ndo.\nW e\nalr eady\nha v e\nin\nP ower\nPlatform\nincorpor ated\ncapability .\nY ou\ncould\npr ompt\n-\nI\nmean\none\nof\nthe\nr easons\nwhy\nwe\nar e\nthe\nleaders\nin\nr obotic\npr ocess\naut omation\nand\nwork\ufb02ow\naut omation\nt oda y\nis\nbecause\nof\nsome\nof\nthe\nAI\ncapabilities\nthat\nwe\nha v e\nin\nther e.\nGitHub\nCopilot\nis\nin\nfact,\ny ou\nwould\nsa y ,\nthe\nmost\nat-scale\nLLM\nbased\npr oduct\nout\nther e\nin\nthe\nmark etplace\nt oda y", "start_char_idx": 1030, "end_char_idx": 2093, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "683367b0-8d5b-4e5b-b0a3-1c076038db2a": {"__data__": {"id_": "683367b0-8d5b-4e5b-b0a3-1c076038db2a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3d63ad09-1d59-4ded-a709-7ced6f1d377a", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "c62652de478ce476e9a4ae3abe898ef10be1ac319b0eefd91839a0d909c3f71b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "36672456-3a9a-4915-ab64-5c7ade001a23", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "c7b2cfd777d85db04b6f142bdaf9726947ecefd69172531dfec3bbfd8fffc444", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4e74ea61-bd39-4205-8301-ac72168d379e", "node_type": "1", "metadata": {}, "hash": "040fcc3ed9d4a7d515ae2ad404340e3c747996a08318b8326deaf455f65e073d", "class_name": "RelatedNodeInfo"}}, "hash": "db305f17b5f637346fec21b09e060b1014b67157da49532d651278eb4e947b7e", "text": "oduct\nout\nther e\nin\nthe\nmark etplace\nt oda y .\nAnd\nso,\nwe\nfully\nexpect\nus\nt o\nsor t\nof\nincorpor ate\nAI\nin\ne v er y\nla y er\nof\nthe\nstack,\nwhether\nit\u2019 s\nin\npr oductivity ,\nwhether\nit\u2019 s\nin\nour\nconsumer\nser vices.\nAnd\nso\nwe\nar e\nex cited\nabout\nit.\nBut\nI\nthink\nthat\nwe\nar e\nalso\nex cited\nabout\nOpenAI\nz one\ninno v ation,\nright.\nSo,\nthe y\ncommer cializ e\ntheir\npr oducts.\nW e\nar e\nex cited\nabout\nthe\nChat\nGPT\nbeing\nbuilt\non\nA zur e\nand\nha ving\nthe\ntr action\nit\nhas.\nSo,\nwe\nlook\nt o\nboth,\nther e\nis\nan\ninv estment\npar t\nt o\nit\nand\nther e\nis\na\ncommer cial\npar tnership.\nBut\nfundamentally ,\nit\u2019 s\ngoing\nt o\nbe\nsomething\nthat\u2019 s\ngoing\nt o\ndriv e,\nI\nthink\ninno v ation\nand\ncompetitiv e\ndiff er entiation\nin\ne v er y\none\nof\nthe\nMicr osoft\nsolutions\nb y\nleading\nin\nAI.\nK eith\nW eiss\nOutstanding.\nThank\ny ou.\nBr ett\nIv ersen\nThanks\nSte v e.\nJoe,\nnext\nquestion\nplease.\nOper at or", "start_char_idx": 2049, "end_char_idx": 2914, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4e74ea61-bd39-4205-8301-ac72168d379e": {"__data__": {"id_": "4e74ea61-bd39-4205-8301-ac72168d379e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "84772b5b-ffe7-4e46-9291-d4c6637037f3", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2c686041843e6c17f93c56f2dbba5955e886765c68e069506ddd2b979d619c98", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "683367b0-8d5b-4e5b-b0a3-1c076038db2a", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "db305f17b5f637346fec21b09e060b1014b67157da49532d651278eb4e947b7e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "88b9cc9a-653b-4322-b09c-a0324ec61dd4", "node_type": "1", "metadata": {}, "hash": "f10d19235a9b489afc62f69ed20b846100538245cb5030fda8c1a4db9faaf846", "class_name": "RelatedNodeInfo"}}, "hash": "040fcc3ed9d4a7d515ae2ad404340e3c747996a08318b8326deaf455f65e073d", "text": "Our\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ent\nThill\nwith\nJeff eries.\nPlease\npr oceed.\nBr ent\nThill\nThanks.\nSaty a,\ncan\ny ou\ngiv e\nus\ny our\no v er all\nmacr o\nview?\nTher e\nwer e\nsome\ncomments\ny ou\nhad\nmade\nthat\nconcerned,\nI\nthink\nmany\nabout\nthe\nstate\nof\nthe\nU.S.\nspending\nenvir onment.\nI\nam\njust\ncurious\nif\ny ou\ncould\ncomment\nand\nfollow-up\non\nwhat\ny ou\nar e\nseeing\nther e\njust\nfr om\na\nspend\nenvir onment\nthr oughout\nthe\ny ear .\nI\nthink\nmany\ncame\nawa y\nwith\nthat\nper ceiving\nthat\ny ou\nwer e\nsa ying\nit\u2019 s\ngetting\nworse,\nnot\nbetter .\nCan\ny ou\njust\ngiv e\nus\na\nlittle\nmor e\ncolor\non\nthat?\nThank\ny ou.\nSaty a\nNadella\nThank\ny ou,\nBr ent.\nAnd\n\ufb01rst\nof\nall,\nI\nwas\nmaking\na\ncomment\nwhich\nwas\nsor t\nof\na\nglobal\ncomment,\nnot\njust\na\nspeci\ufb01c\nU.S.\ncomment.\nI\nmean\nther e\nis\nonly\n\u2013\nI\nalwa ys\nsor t\nof\nsubscribe\nt o\nthat\nther e\nis\nonly\none\nlaw\nof\ngr a vity\nthat\nI\nthink\nall\nof\nus\nar e\nsubject\nt o,\nwhich\nis\nin\ufb02ation-adjusted\neconomic\ngr owth\nin\nthe\nworld.\nAnd\nthen\nhow\nmany\ntimes\nthat\ndo\nwe\ngr ow ,\nbecause\nas\nI\nha v e\nsaid\nin\nmy\ncomments,\nBr ent,\nI\nfundamentally\nbelie v", "start_char_idx": 0, "end_char_idx": 1055, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "88b9cc9a-653b-4322-b09c-a0324ec61dd4": {"__data__": {"id_": "88b9cc9a-653b-4322-b09c-a0324ec61dd4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "84772b5b-ffe7-4e46-9291-d4c6637037f3", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2c686041843e6c17f93c56f2dbba5955e886765c68e069506ddd2b979d619c98", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4e74ea61-bd39-4205-8301-ac72168d379e", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "040fcc3ed9d4a7d515ae2ad404340e3c747996a08318b8326deaf455f65e073d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "aa601464-4ad5-4729-b8c0-f3b842cd0d4b", "node_type": "1", "metadata": {}, "hash": "7d6c63293b9ef1e998643c3515d5029fed052070fbd80bb9225135cca4c28028", "class_name": "RelatedNodeInfo"}}, "hash": "f10d19235a9b489afc62f69ed20b846100538245cb5030fda8c1a4db9faaf846", "text": "ent,\nI\nfundamentally\nbelie v e\ntech\nas\na\nper centage\nof\nGDP\nis\ngoing\nt o\nbe\nmuch\nhigher\nand\non\na\nsecular\nbasis.\nSo,\nthe\nquestion\nis\nhow\nmany\ntimes\nis\nit\ngiv en\nthe\no v er all\nin\ufb02ation-adjusted\neconomic\ngr owth.\nSo,\nthat\u2019 s\nkind\nof\nhow\nI\nlook\nat\nit.\nGiv en\nthat,\nI\nthink\nthe\ntwo\nthings\nthat\nwe\nsee,\nwe\ncommented\non\nthat\ne v en\nin\nthe\nlast\nquar ter ,\nand\nit\u2019 s\ne v en\nin\nthe\noutlook,\nwhich\nis\nthe\nthing\nthat\ncust omers\nar e\ndoing\nis\nwhat\nthe y\nacceler ated\nduring\nthe\npandemic.\nThe y\nar e\nmaking\nsur e\nthat\nthe y\nar e\ngetting\nmost\nv alue\nout\nof\nit\nor\noptimizing\nit\nand\nthen\nalso\nbeing\na\nbit\nmor e\ncautious\non\ngiv en\nthe\nmacr oeconomic\nheadwinds\nout\nther e\nin\nthe\nmark et.\nSo,\ngiv en\nthose\ntwo\nthings,\nthe\npoint\nis\nat\nsome\npoint,\nthe\noptimizations\nwill\nend.\nIn\nfact,\nthe\nmone y\nthat\nthe y\nsa v e\nin\nany\noptimization\nof\nany\nworkload\nis\nwhat\n[Indiscernible]\nint o\nworkloads.\nAnd\nthose\nworkloads\nwill\nstar t\nr amping\nup.\nAnd\nso\none\nof\nthe\nk e y\nthings\nwe\nar e\nwatching\nfor ,\nBr ent,\nis\nt o\nmak e\nsur e\nthat\nwe\nar e\ngaining\nshar e\nin\nthis\nspace\nthr ough\nour\nv", "start_char_idx": 1027, "end_char_idx": 2079, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "aa601464-4ad5-4729-b8c0-f3b842cd0d4b": {"__data__": {"id_": "aa601464-4ad5-4729-b8c0-f3b842cd0d4b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "84772b5b-ffe7-4e46-9291-d4c6637037f3", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2c686041843e6c17f93c56f2dbba5955e886765c68e069506ddd2b979d619c98", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "88b9cc9a-653b-4322-b09c-a0324ec61dd4", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "f10d19235a9b489afc62f69ed20b846100538245cb5030fda8c1a4db9faaf846", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b9e9e33d-306c-43fb-a24e-f43ae8d45bb2", "node_type": "1", "metadata": {}, "hash": "bfd90b80d32713a95b74117d871efdce99552f06c91d7e91fc68517b79f1b050", "class_name": "RelatedNodeInfo"}}, "hash": "7d6c63293b9ef1e998643c3515d5029fed052070fbd80bb9225135cca4c28028", "text": "e\nin\nthis\nspace\nthr ough\nour\nv alue\npr opositions,\nso\nand\ne v en\nbuild\nlo y alty\nwith\nour\ncust omers\nso\nthat\nlong-term,\nwe\nar e\nwell\npositioned\nfor\nshar e\ngains.\nSo,\nthat\u2019 s\nsor t\nof\nfundamentally\nhow\nwe\nview\nit.\nAnd\nthen\nthe\nother\naspect\nI\nwould\nalso\nsa y\nis\nsimultaneously\ninv esting\nin\nthis\nnew\nAI\ntr end,\nbecause\nI\ndon \u2019t\nthink\nany\napplication\nstar t\nthat\nhappens\nnext\nis\ngoing\nt o\nlook\nlik e\nthe\napplication\nstar ts\nof\n2019\nor\n2020.\nThe y\nar e\nall\ngoing\nt o\nha v e\nconsider ations\nar ound\nhow\nis\nmy\nAI\ninf er ence\nper formance,\ncost,\nmodel\nis\ngoing\nt o\nlook\nlik e,\nand\nthat\u2019 s\nwher e\nwe\nar e\nwell\npositioned\nagain.\nSo,\nthat\u2019 s\nhow\nI\nview\nit.\nThe\nmark et,\ny ou\nall\nar e\nbetter\nr eaders\nof,\nquite\nfr ankly ,\nwhat\u2019 s\nhappening\nout\nther e.\nW e\ncan\ntell\ny ou\nwhat\nwe\nsee.\nWhat\nwe\nsee\nis\noptimization\nand\nsome\ncautious\nappr oach\nt o\nnew\nworkloads\nand\nthat\nwill", "start_char_idx": 2049, "end_char_idx": 2908, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b9e9e33d-306c-43fb-a24e-f43ae8d45bb2": {"__data__": {"id_": "b9e9e33d-306c-43fb-a24e-f43ae8d45bb2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e0a3665c-d729-466b-9a18-5541fa9c79d4", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "4223c5541e2ee2f61169f8fd29999151aab38cba2b3772d679d727230152cddb", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "aa601464-4ad5-4729-b8c0-f3b842cd0d4b", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "7d6c63293b9ef1e998643c3515d5029fed052070fbd80bb9225135cca4c28028", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "432f79b9-b64c-40b5-8199-895d51b35330", "node_type": "1", "metadata": {}, "hash": "b3c5aab5393f4bcaa5f3c1d29e05684bfdbe75c9591beb029e43b6904197d016", "class_name": "RelatedNodeInfo"}}, "hash": "bfd90b80d32713a95b74117d871efdce99552f06c91d7e91fc68517b79f1b050", "text": "cy cle\nthr ough,\nbut\nwe\ndo\nfundamentally\nbelie v e\non\na\nlong-term\nbasis,\nas\na\nper centage\nof\nGDP ,\ntech\nspend\nis\ngoing\nt o\ngo\nup.\nBr ent\nThill\nThank\ny ou.\nBr ett\nIv ersen\nThanks\nBr ent.\nJoe,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nMark\nMoer dler\nwith\nBernstein.\nPlease\npr oceed.\nMark\nMoer dler\nThank\ny ou\nv er y\nmuch.\nI\nwould\nlik e\nt o\nfollow-up\na\nlittle\nbit\non\nthis\nquestion\nr elating\nt o\noptimization.\nI\nknow\nwe\nsaw\nsome\nslowing\nthis\nquar ter .\nY ou\nar e\nguiding\nt o\nsome\nslowing\nnext\nquar ter\nin\nCloud\nand\nA zur e.\nHow\nmuch\nof\nthat\nis\n\u2013\ndo\ny ou\nbelie v e\nat\nthis\npoint\nis\ntruly\npeople\noptimizing\nwhat\nthe y\nha v e\nalr eady\nbought\nand\nstepping\nthat\nbefor e\nthat\nv ersus\nhow\nmuch\nof\nthat\nis\ndue\nt o\nmacr o\nfact ors\nthemselv es\nspeci\ufb01cally\nimpacting\ndemand?\nSaty a\nNadella\nI\nwould\nsa y\ntwo\nthings,\nand\nthen\nAmy ,\nplease\nf eel\nfr ee\nt o\nadd.\nOne\nis,\nit\nabsolutely\nis,\nstar ts\nwith\nworkloads\nthat\nthe y\nha v e\nat\nscale\njust\nbecause\nof\nthe\nvisibility\none\nhas\non\nwhat\u2019 s\ndriving\nessentially\nthe\nconsumption\nmeters.\nAnd\nther e\nis\nr eal\nguidance\nthat\nwe\nourselv", "start_char_idx": 0, "end_char_idx": 1090, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "432f79b9-b64c-40b5-8199-895d51b35330": {"__data__": {"id_": "432f79b9-b64c-40b5-8199-895d51b35330", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e0a3665c-d729-466b-9a18-5541fa9c79d4", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "4223c5541e2ee2f61169f8fd29999151aab38cba2b3772d679d727230152cddb", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b9e9e33d-306c-43fb-a24e-f43ae8d45bb2", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "bfd90b80d32713a95b74117d871efdce99552f06c91d7e91fc68517b79f1b050", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2f0b4ed9-32ce-483f-b0e3-a1e37d4f6271", "node_type": "1", "metadata": {}, "hash": "74cf624d7236aac7430a974d00d7a87b113f1c46791f3c04eb14284533f5ac13", "class_name": "RelatedNodeInfo"}}, "hash": "b3c5aab5393f4bcaa5f3c1d29e05684bfdbe75c9591beb029e43b6904197d016", "text": "e\nis\nr eal\nguidance\nthat\nwe\nourselv es\n[Indiscernible]\nthe\npr oduct\nt o\nsa y ,\nher e\nar e\nthe\nthings\nthat\ny ou\ncould\ndo\noptimiz e\ny our\nbilling.\nAnd\nso\n\u2013\nso,\nthat\u2019 s\nsor t\nof\nwhat\nis\nthe\nfundamental\nthing,\nwhen\nwe\nsa y\ndo\nmor e\nwith\nless\nand\nhow\ncan\nwe\nhelp,\nthat\u2019 s\nsor t\nof\nthe\n\ufb01rst\nplace\ncust omers\ngo\nt o.\nAnd\nthen\nthe\nnext\npiece,\nr eally ,\nI\nthink\nis\ngoing\nt o\nbe\nabout\nhow\nthe y\ntak e\nthe\noptimization\nthat\nthe y\nget\nand\nthe\nsa vings\nthe y\nget\nalong\nworkload\nand\nwhat\nnew\npr oject\nstar ts.\nAnd\nthat\u2019 s\nwher e\nI\nthink\nther e\nis\na\nr eprioritization,\nwhen\nshould\nwe\nstar t\nthe\nnew\npr oject.\nAnd\nthose\nar e\nthe\ntwo\nthings\nthat\nar e\nhappening\nsimultaneously .\nThe y\ndon \u2019t\nper f ectly\nmatch,\nbut\none\nof\nthe\nthings\nis\nthe y\nar e\nlooking\nt o\nback\nsome\nsa vings\non\nsome\nworkloads\nand\nthen\nstar t.\nSo,\nthat\u2019 s\nwher e\nI\nthink\na\nlittle\nbit\nof\nwhat\nhas\nt o\nhappen\nis\nthe\ncy cle\ntime\nwher e\nthe\noptimization\ncy cle\n\ufb01nishes,\nthe\npr ojects\nstar t\nand\nthen\nthe", "start_char_idx": 1055, "end_char_idx": 2005, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2f0b4ed9-32ce-483f-b0e3-a1e37d4f6271": {"__data__": {"id_": "2f0b4ed9-32ce-483f-b0e3-a1e37d4f6271", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3b8d2873-928b-4048-853b-9f64e53d6019", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "99d5e98ce9b3af99d184f9886db6f755acd5b54fdf997b52beec62a39f12576e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "432f79b9-b64c-40b5-8199-895d51b35330", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "b3c5aab5393f4bcaa5f3c1d29e05684bfdbe75c9591beb029e43b6904197d016", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "36489ed3-1bc1-4de4-b145-128539ded52c", "node_type": "1", "metadata": {}, "hash": "f2b2c9b8442e1f20adda1e52eb21a88ff2f8ec5ac55b7a1701f9f2c3c95a1ee4", "class_name": "RelatedNodeInfo"}}, "hash": "74cf624d7236aac7430a974d00d7a87b113f1c46791f3c04eb14284533f5ac13", "text": "pr ojects\nr amp.\nAnd\nI\nthink\nthat,\nthat\u2019 s\nwhat\nat\nleast\non\nthe\ncloud\nconsumption\nside\ny ou\nar e\nseeing.\nAnd\non\nthe\nper\nuser\nside,\nit\u2019 s\nslightly\ndiff er ent,\nwhich\nis\nin\nper\nuser\nalso,\nther e\nwas\nr eal\nacceler ation\nwhen\nit\ncomes\nt o\npur chases\nof\nper\nuser\nlicenses,\nwhether\nit\nis\nfor\nknowledge\nwork ers\nor\nfr ontline\nwork ers.\nAnd\nagain,\nthe y\nar e\nall\nnow\nmaking\nsur e\nthat\nthe y\nar e\nall\ngetting\nused\nand\nthe\nusage\nis\ngoing\nup.\nLik e\nwhen\nwe\nlook\nat\nour\nO\ufb03ce\n365\nusage,\nall\nthose\nnumbers\nar e\npr etty\nup\ny ear-o v er-y ear\nin\na\nsubstantial\nwa y .\nLik e\nI\nga v e\ny ou\nsome\nof\nthe\nT eams\nnumbers,\nin\nfact,\none\nof\nthe\nthings\nwas\nwhat\nwill\nhappen\nt o\nthe\nT eams\nusage\nafter\nthe\npandemic,\nguess\nwhat,\nthe y \u2019r e\nup.\nAnd\nso\nthose\nar e\nthe\ngood\nnews.\nAnd\nnow\nonce\nwe\ncy cle\nthr ough\nthat\nagain,\nthe\nseats\nwill\nget\nadded\nand\npr emium,\nlik e\nI\nam\nv er y ,\nv er y\nex cited\nabout\nT eams\nPr o\ncoming\nout\nin\na\ncouple\nof\nweeks.\nAnd\nthose\nar e\nall\nthe\nthings\nthat\npeople\nwill\nbe\nable\nt o\nsor t\nof\nuse\nt o\nensur e\nthat\nthe\nARPUs\nar e\nalso\ngoing\nup\nwith\nv alue.\nA", "start_char_idx": 0, "end_char_idx": 1050, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "36489ed3-1bc1-4de4-b145-128539ded52c": {"__data__": {"id_": "36489ed3-1bc1-4de4-b145-128539ded52c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3b8d2873-928b-4048-853b-9f64e53d6019", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "99d5e98ce9b3af99d184f9886db6f755acd5b54fdf997b52beec62a39f12576e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2f0b4ed9-32ce-483f-b0e3-a1e37d4f6271", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "74cf624d7236aac7430a974d00d7a87b113f1c46791f3c04eb14284533f5ac13", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "560d9bd1-a393-4c69-bb22-915478c381b9", "node_type": "1", "metadata": {}, "hash": "c62260563bbd98e17938a80d8c2e982bbdae1745c758ae988c0407b66d841094", "class_name": "RelatedNodeInfo"}}, "hash": "f2b2c9b8442e1f20adda1e52eb21a88ff2f8ec5ac55b7a1701f9f2c3c95a1ee4", "text": "e\nalso\ngoing\nup\nwith\nv alue.\nA my\nHood\nAnd\nMark,\nbecause\nI\ndo\nthink\nit\u2019 s\nactually\nquite\nhar d\nt o\nsepar ate\nfr om\na\ndriv er\nperspectiv e\nhow\nmuch\nis\noptimization\nv ersus\nmacr o.\nIt\u2019 s\nall\nr elated\nwhen\ny ou\nstar t\nt o\nsa y\nwhat\u2019 s\nthe\nbest\nROI\nI\ncan\nget\non\ne v er y\nbudget\ndollar\nI\nspend\nin\nour\njob\nas\na\npar tner\nt o\nso\nmany\nof\nthese\ncust omers\nis\nt o\nhelp\nthem\ndo\nthat.\nSo,\nSaty a\nhas\ntalk ed\na\nbit\nabout\nA zur e.\nLet\nme\ntalk\na\nlittle\nbit\nabout\nthe\nper\nuser\nwher e\nthe\nwa y\nit\nshowed\nitself\nis\nwe\nhad\nv er y\nhigh\nr enewal\nr ates\nand\nv er y\ngood\nsuite\nper formance\nat\nr enewal,\nmeaning\nwhat\nwe\ntend\nt o\ncall\ninternally\nr ecaptur e.\nWhile\nwe\nhad\nsome\nmor e\nchallenges\non\nma ybe\na\nstandalone\nsale\nof\na\nnew\npr oduct\nwher e\nthe\ncy cle\nis\ngoing\nt o\nbe\na\nlittle\nlonger ,\nright,\nand\ny ou\nar e\ngoing\nt o\nha v e\nt o\nshow\nthat\ncost\nsa vings.\nBut\nthe\nsuite\nsale,\nthe\nv alue\nin\nthat\nshowed\nitself\nin\nterms\nof\nstr ong\nE5.\nY ou\ncan\nsee\nthe\nARPU\ngr owth\nand\ny ou\ncan\nsee\nthe\nconsistency\npotentially\nin\nboth\nr", "start_char_idx": 1020, "end_char_idx": 2014, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "560d9bd1-a393-4c69-bb22-915478c381b9": {"__data__": {"id_": "560d9bd1-a393-4c69-bb22-915478c381b9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3b8d2873-928b-4048-853b-9f64e53d6019", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "99d5e98ce9b3af99d184f9886db6f755acd5b54fdf997b52beec62a39f12576e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "36489ed3-1bc1-4de4-b145-128539ded52c", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "f2b2c9b8442e1f20adda1e52eb21a88ff2f8ec5ac55b7a1701f9f2c3c95a1ee4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "24168e0c-2c5c-4100-a79f-5763a3925416", "node_type": "1", "metadata": {}, "hash": "bbe2bfb8e4144ae4658cf58dfaa348ac2854e96e7e4aa3b5dd11004c6b1a7dde", "class_name": "RelatedNodeInfo"}}, "hash": "c62260563bbd98e17938a80d8c2e982bbdae1745c758ae988c0407b66d841094", "text": "ou\ncan\nsee\nthe\nconsistency\npotentially\nin\nboth\nr enewal\nr ate\nand\nin,\nfr ankly ,\nthe\nMicr osoft\n365\nper formance.\nMark\nMoer dler\nP er f ect.\nThank\ny ou\nv er y\nmuch.\nBr ett\nIv ersen\nY es.\nThanks\nMark.\nJoe,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nKash\nRangan\nwith\nGoldman\nSachs.\nPlease\npr oceed.", "start_char_idx": 1966, "end_char_idx": 2294, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "24168e0c-2c5c-4100-a79f-5763a3925416": {"__data__": {"id_": "24168e0c-2c5c-4100-a79f-5763a3925416", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b6f7a459-df7d-4812-aa17-e80099683c4e", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "8bd86a0ca3bb9a50397204530bd69c68ee029a941e0ffaa7c38ff7923ca5c921", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "560d9bd1-a393-4c69-bb22-915478c381b9", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "c62260563bbd98e17938a80d8c2e982bbdae1745c758ae988c0407b66d841094", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ea344f2a-ef67-4bfd-b245-d3be16bb25c5", "node_type": "1", "metadata": {}, "hash": "70f6a81d23f763a39888c47ebbeb92b1ec5273ce2039a5a6038c1d0c7e2a4800", "class_name": "RelatedNodeInfo"}}, "hash": "bbe2bfb8e4144ae4658cf58dfaa348ac2854e96e7e4aa3b5dd11004c6b1a7dde", "text": "Kash\nRangan\nThank\ny ou\nv er y\nmuch.\nSaty a,\nI\nam\ncurious\nif\ny ou\ncould\ntalk\nabout\nhow\nlong\nthe\ncy cle\ntime\nfor\noptimization\nlasts.\nAr e\nwe\ntalking\na\ncouple\nof\nquar ters,\nf ew\nquar ters\nor\nmultiple\ny ears,\nbecause\nI\ndo\ntak e\ny our\ncomment\nabout\ntech\nspending\nas\na\nper centage\nof\nglobal\nGDP\ngoing\nhigher?\nSo,\nif\nthat\nwer e\nt o\nhappen,\nthis\n\u2013\nhow\ndo\ny ou\nfr ame\nthe\ndur ation\nof\nthis\noptimization\nthat\u2019 s\nhappening\nin\nthe\nindustr y?\nThank\ny ou\nso\nmuch.\nSaty a\nNadella\nI\nmean\nI\nthink\nthat\ny ou\ncan\n\u2013\ny ou\nha v e\na\nworkload,\ny ou\noptimiz e\nthe\nworkload\nand\ny ou\nstar t\na\nnew\nworkload.\nSo,\nthe\nthing\nthat\nI\nwould\nsa y\nis\nwhen\ny ou\nar e\ndone\nwith\noptimizing\na\nworkload\nis\nwhen\ny ou\nar e\ndone\nwith\nthe\ncy cle.\nSo,\nI\nthink\nif\ny ou\nsor t\nof\nsa y ,\nwhen\ndid\nwe\nenter\nthis,\nwe\nacceler ated\nexisting\n[ph]\nworkloads\nduring\nthe\npandemic\no v er\na\nperiod\nof\n2\ny ears.\nSo,\nwe\nar e\noptimizing.\nI\ndon \u2019t\nthink\nwe\nar e\ngoing\nt o\ntak e\n2\ny ears\nt o\noptimiz e,\nbut\nwe\nar e\ngoing\nt o\ntak e\nthis\ny ear\nt o\noptimiz e.\nAnd\nthen\nas\nwe\noptimiz", "start_char_idx": 0, "end_char_idx": 1014, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ea344f2a-ef67-4bfd-b245-d3be16bb25c5": {"__data__": {"id_": "ea344f2a-ef67-4bfd-b245-d3be16bb25c5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b6f7a459-df7d-4812-aa17-e80099683c4e", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "8bd86a0ca3bb9a50397204530bd69c68ee029a941e0ffaa7c38ff7923ca5c921", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "24168e0c-2c5c-4100-a79f-5763a3925416", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "bbe2bfb8e4144ae4658cf58dfaa348ac2854e96e7e4aa3b5dd11004c6b1a7dde", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7693d601-a2ea-4d63-9c29-5cf27951e8b2", "node_type": "1", "metadata": {}, "hash": "8ffd5edbfa288c96df3ad3b19e0b65e75ccacad9d437b163036c32a7ffd739a4", "class_name": "RelatedNodeInfo"}}, "hash": "70f6a81d23f763a39888c47ebbeb92b1ec5273ce2039a5a6038c1d0c7e2a4800", "text": "ear\nt o\noptimiz e.\nAnd\nthen\nas\nwe\noptimiz e\nthe\nnew\npr ojects\nstar t\nand\nthe\nnew\npr oject\nstar ts\ndon \u2019t\nstar t\ninstantly\nat\ntheir\npeak\nusage.\nThe y\nstar t\nand\nthen\nthe y\nscale.\nAnd\nso\nthose\nar e\nthe\ntwo\ncy cles\nthat\nwill\nhappen\nwher e\nther e\nwill\nbe\na\ntime\nlag.\nKash\nRangan\nGot\nit.\nSo,\nit\u2019 s\na\ntempor ar y\nadjustment\nbefor e\nwe\nstar t\nt o\nget\nthe\nfull\neff ect\nof\nthe\nnext\nset\nof\nworkloads.\nGood\nt o\nget\nthat.\nSaty a\nNadella\nThat\u2019 s\ncorr ect.\nKash\nRangan\nThank\ny ou.\nBr ett\nIv ersen\nThanks\nKash.\nJoe,\nnext\nquestion\nplease.\nOper at or\nThe\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nKarl\nK eirstead\nwith\nUBS.\nPlease\npr oceed.\nKarl\nK eirstead", "start_char_idx": 973, "end_char_idx": 1607, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7693d601-a2ea-4d63-9c29-5cf27951e8b2": {"__data__": {"id_": "7693d601-a2ea-4d63-9c29-5cf27951e8b2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a7408c20-a55a-4c0e-9a49-0d3b20d7056e", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "09bc1f48fa419a814308187bf8338756bf37556a782fe7b408817261eb51ce82", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ea344f2a-ef67-4bfd-b245-d3be16bb25c5", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "70f6a81d23f763a39888c47ebbeb92b1ec5273ce2039a5a6038c1d0c7e2a4800", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "971a4ff0-37d9-4661-aab8-5f23c252ff69", "node_type": "1", "metadata": {}, "hash": "b9d23b0e314273db89cdef2383de46a2f849b37802bcaae7db5bab19ffd90bd3", "class_name": "RelatedNodeInfo"}}, "hash": "8ffd5edbfa288c96df3ad3b19e0b65e75ccacad9d437b163036c32a7ffd739a4", "text": "Thank\ny ou.\nThis\none\nfor\nAmy .\nAmy ,\ngiv en\nthe\nob viously\nt ough\nenvir onment,\nit\nsounds\nlik e\nr eaching\nthat\nfull\n\ufb01scal\ny ear\n20%\nconstant\ncurr ency\ncommer cial\nr e vs\nguide\nwould\nbe\nt ough.\nIs\nthat\nalso\ntrue\nfor\nthe\nsoft\nguidance\nfor\n10%-plus\nt otal\nr e v enue\ngr owth\nfor\nthe\ny ear?\nAnd\nif\nI\ncould\njust\nsneak\nin\na\nclari\ufb01cation,\nAmy ,\njust\nbecause\nit\u2019 s\nan\nimpor tant\nmetric.\nWhen\ny ou\ntalk\nabout\na\n4-point\nt o\n5-point\ndecel\nin\nA zur e,\nthat\u2019 s\noff\nof\nthe\n38%\nr epor ted\nfor\nDecember ,\nright,\nnot\noff\nthe\n35%\nexit\nr ate?\nThank\ny ou.\nA my\nHood\nIt\u2019 s\nall\n\u2013\nKarl,\nlet\nme\njust\n\u2013\nthe\n\ufb01rst\nhalf\nof\ny our\nquestion,\ngiv e\nme\na\nsecond.\nOn\nthe\nsecond\nhalf\nof\ny our\nquestion,\nwhich\nis\nthe\nguide\nof\nthe\nexit\nr ate\n\u2013\nit\u2019 s\noff\nthe\nexit\nr ate\non\nA zur e\nof\nfour\npoints\nt o\n\ufb01v e\npoints,\njust\nt o\nmak e\nsur e\nthat\nis\nclear .\nIn\nterms\nof\nthinking\nabout\nt otal\ny ear\nr e v enue,\nright,\nI\ndid\nnot\ncomment\non\nfull\ny ear\nr e v enue\nas\nwe\ncontinue,\nI\nthink\nr eally\njust\nt o\nwatch\nthe\nWindows\nPC\nmark et\nas\nit\nr eturns\nt o\npr e-pandemic\nle v", "start_char_idx": 0, "end_char_idx": 1021, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "971a4ff0-37d9-4661-aab8-5f23c252ff69": {"__data__": {"id_": "971a4ff0-37d9-4661-aab8-5f23c252ff69", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a7408c20-a55a-4c0e-9a49-0d3b20d7056e", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "09bc1f48fa419a814308187bf8338756bf37556a782fe7b408817261eb51ce82", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7693d601-a2ea-4d63-9c29-5cf27951e8b2", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "8ffd5edbfa288c96df3ad3b19e0b65e75ccacad9d437b163036c32a7ffd739a4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "54784b94-2927-4c0a-bdd5-20a04b50c693", "node_type": "1", "metadata": {}, "hash": "2c2878f302cf5ce7ef371566e5004c8040134a666d972a5696c8b071fe679aa3", "class_name": "RelatedNodeInfo"}}, "hash": "b9d23b0e314273db89cdef2383de46a2f849b37802bcaae7db5bab19ffd90bd3", "text": "eturns\nt o\npr e-pandemic\nle v els.\nOutside\nof\nthat,\nas\ny ou\ncan\nsee,\nthe\ntr ends\nar e\nr elativ ely\nconsistent.\nSo,\nin\nsome\npoints,\nit\u2019 s\nimpor tant\nbecause\nif\ny ou\nlook\nat\nthe\noper ating\nincome\nmar gin\nguidance\nthat\nI\ntalk ed\nabout,\nthe\nfact\nthat\nwe\nar e\nguiding\nt o\nr eally\nonly\none\npoint\nof\nmar gin\ndeceler ation\nfor\nthe\ny ear\non\na\nconstant\ncurr ency\nbasis\nwith\npr obably\no v er\n$2\nbillion\nof\nheadwind\nfr om\nthe\nOEM\nbusiness\nfr om\nwhat\nwe\nhad\nanticipated\nheading\nint o\nthe\ny ear ,\nthe\nfocus\non\nmar gins,\nthe\nfocus\non\nprioritization,\nthe\nfocus\non\nputting\nour\ninv estments\nint o\nwher e\nwe\nknow\nthe y\nha v e\nhigh\nr eturn,\nI\nactually\nf eel\nquite\ngood\nabout\nthe\nplace\nthat\nputs\nus\nin\nas\nwe\nexit\nthe\ny ear\nin\nterms\nof\n\u2013\nand\nthe\nright\nener gy ,\nright,\nor\nlea ving\nthe\ny ear\nin\nQ4\non\nle v er age.\nKarl\nK eirstead\nGot\nit.\nSuper\nhelpful.\nThanks\nAmy .\nBr ett\nIv ersen\nThanks\nKarl.\nJoe,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ad\nZ elnick\nwith\nDeutsche\nBank.\nPlease\npr oceed.\nBr ad\nZ elnick\nGr eat.\nThanks\nv er y\nmuch.\nAmy ,\nI\nwanted\nt o\nask\nabout\nthe\nexpense\nactions\nthat\ny", "start_char_idx": 992, "end_char_idx": 2094, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "54784b94-2927-4c0a-bdd5-20a04b50c693": {"__data__": {"id_": "54784b94-2927-4c0a-bdd5-20a04b50c693", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a7408c20-a55a-4c0e-9a49-0d3b20d7056e", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "09bc1f48fa419a814308187bf8338756bf37556a782fe7b408817261eb51ce82", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "971a4ff0-37d9-4661-aab8-5f23c252ff69", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "b9d23b0e314273db89cdef2383de46a2f849b37802bcaae7db5bab19ffd90bd3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c4098d28-245f-4259-a9dc-279808ae1ff7", "node_type": "1", "metadata": {}, "hash": "f03fcf16437a18684fc4fe0c35823442b5e4fd4ae0585ef219445035f1c9f3f3", "class_name": "RelatedNodeInfo"}}, "hash": "2c2878f302cf5ce7ef371566e5004c8040134a666d972a5696c8b071fe679aa3", "text": "o\nask\nabout\nthe\nexpense\nactions\nthat\ny ou\nannounced\nlast\nweek,\nob viously ,\nnot\na\ndecision\nthat\ny ou\nwould\ntak e\nlightly .\nHow\nar e\ny ou\nthinking\nabout\nheadcount\nfor\nthe\nr emainder\nof\nthe\ny ear\nand\nthe\npossibility\nfor\nfur ther", "start_char_idx": 2056, "end_char_idx": 2282, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c4098d28-245f-4259-a9dc-279808ae1ff7": {"__data__": {"id_": "c4098d28-245f-4259-a9dc-279808ae1ff7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4b1bb852-be23-492b-91cf-0455f70f996d", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "de5744d2e553e907b03221bf277ec0eb735a9e0f4e90ff766dd6905d426f0e88", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "54784b94-2927-4c0a-bdd5-20a04b50c693", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2c2878f302cf5ce7ef371566e5004c8040134a666d972a5696c8b071fe679aa3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5e96fe26-15c8-47a4-9a0f-ca90157136eb", "node_type": "1", "metadata": {}, "hash": "4c5c33a6538210576c44017da727d6471f357a08f9dc67c9643a06bf17c22d6c", "class_name": "RelatedNodeInfo"}}, "hash": "f03fcf16437a18684fc4fe0c35823442b5e4fd4ae0585ef219445035f1c9f3f3", "text": "expense\nactions,\nif\nnecessar y?\nAnd\nwhat\ncriteria\ndo\ny ou\nconsider\nin\nmaking\nthese\ndecisions?\nThanks.\nA my\nHood\nBr ad,\nlisten,\nthanks\nfor\nthat\nquestion.\nOb viously ,\nas\nwe\nthink\nabout\nthe\nQ4\nguidance\nar ound\nlow-single\ndigit\noper ating\nexpense\ngr owth,\nwe\nstar t\nt o,\nas\ny ou\nknow ,\nsor t\nof\nlap\ncer tain\nr eal\nacceler ation\npoints\nthat\nwe\nhad\nlast\ny ear .\nAnd\nwe\nlapped\nthe\nacquisitions\nboth\nof\nNuance\nand\nof\nXandr .\nSo,\nb y\nthe\ntime\nthat\nwe\nget\nt o\nthe\nend\nof\nQ4,\ny ou\nwill\nsee\nv er y\nmoder ated\nheadcount\ngr owth\non\na\ny ear-o v er-y ear\nbasis\nin\naddition\nt o\nsome\nof\nthe\nprioritization\ndecisions\nwe\nha v e\nmade.\nAnd\ny ou\nar e\nright.\nW e\ntak e\ndecisions\nlik e\nthe\none\nwe\nhad\nt o\nmak e\nt o\nget\nour\ncost\nstructur e\nmor e\nin\nline\nwith\nr e v enue\njust\nincr edibly\nseriously\nbecause\nwe\nha v e\nlots\nof\nv er y\ntalented\npeople\nwho\nwer e\nimpacted\nb y\nthat.\nAnd\nso\nI\ndo\nthink\nthat\nwe\nf eel\ncon\ufb01dent\nin\nthat\nexit\nr ate.\nAnd\nas\nI\nha v e\nsaid,\nit\nwill\ncer tainly\nimply\nthat\ny ear-o v er-y ear\ngr owth\nas\nwe\nlap\nsome\nof\nthe\ninv estments\nthat\nwe\nha v", "start_char_idx": 0, "end_char_idx": 1037, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5e96fe26-15c8-47a4-9a0f-ca90157136eb": {"__data__": {"id_": "5e96fe26-15c8-47a4-9a0f-ca90157136eb", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4b1bb852-be23-492b-91cf-0455f70f996d", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "de5744d2e553e907b03221bf277ec0eb735a9e0f4e90ff766dd6905d426f0e88", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c4098d28-245f-4259-a9dc-279808ae1ff7", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "f03fcf16437a18684fc4fe0c35823442b5e4fd4ae0585ef219445035f1c9f3f3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ac2ff94f-7a37-450d-9f61-d4c0193b40a3", "node_type": "1", "metadata": {}, "hash": "2e5e64116ee383bbea10bd0e1ba988e2fcd48ca0c171ef166e60c9cb2b506747", "class_name": "RelatedNodeInfo"}}, "hash": "4c5c33a6538210576c44017da727d6471f357a08f9dc67c9643a06bf17c22d6c", "text": "estments\nthat\nwe\nha v e\nmade\nwill\nbe\nquite\nsmall.\nBr ad\nZ elnick\nThanks\nfor\nthe\ncolor .\nBr ett\nIv ersen\nThanks\nBr ad.\nJoe,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ad\nReback\nwith\nStif el.\nPlease\npr oceed.\nBr ad\nReback\nGr eat.\nThanks\nv er y\nmuch.\nOn\nO\ufb03ce\n365\nCommer cial,\nwith\ny ou\nguys\nappr oaching\n400\nmillion\nseats\nand\nthe\nE5\nbusiness\nr eally\nstar ting\nt o\nacceler ate\nher e\non\nthat\nconsolidated\nsor t\nof\nexpense\nROI\nthat\ny ou\nar e\nputting\nfor th,\nshould\nwe\nthink\nabout\nthe\ngr owth\nther e\nmor e\ne v enly\nbalanced\nbetween\nseats\nand\nARPU\ngoing\nfor war d\nor\nstill\nt o\ncontinue\nt o\nfa v or\nseats?\nThanks.\nA my\nHood\nY es.\nThat\u2019 s\na\ngood\nquestion,\nespecially\nbecause\nthis\nquar ter\ny ou\nstar ted\nt o\nsee\na\nlittle\nbit\nmor e\nof\nthat\nARPU\nin\ufb02uence.\nAnd\nas\ny ou\nmight\nha v e\ngather ed\nfr om\ny our\nquestion\nand\nI\nwill\njust\nr einfor ce\nit,\nas\nwe\nsee\nsome\nof\nthis\nmoder ating\nseat\ngr owth,\nwhether\nthat\u2019 s", "start_char_idx": 1016, "end_char_idx": 1946, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ac2ff94f-7a37-450d-9f61-d4c0193b40a3": {"__data__": {"id_": "ac2ff94f-7a37-450d-9f61-d4c0193b40a3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "60ddfa24-62b3-4947-8399-352ffa5d0774", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "6498046e52046973120e1660a294c89d7e8263c2a7943db3309ffc3c04830cd4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5e96fe26-15c8-47a4-9a0f-ca90157136eb", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "4c5c33a6538210576c44017da727d6471f357a08f9dc67c9643a06bf17c22d6c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "02cd458b-4a5e-4280-80c1-ebde5e4c3e8c", "node_type": "1", "metadata": {}, "hash": "c74ec0105faa66796c7784abb070f3af8a13cb54b26721a809dc018216ed3939", "class_name": "RelatedNodeInfo"}}, "hash": "2e5e64116ee383bbea10bd0e1ba988e2fcd48ca0c171ef166e60c9cb2b506747", "text": "some\nof\nthe\nnew\nSKU\nweakness\nthat\nwe\nhad\ntalk ed\nabout,\nsome\nof\nthe\nstandalone\nstuff,\ny ou\nar e\nstar ting\nt o\nalso\nsee\nE5\nARPU\nhappen\nat\nthe\nsame\ntime.\nSo,\nit\ndoes\ncr eate\nsome\nstability\nin\nthat\nO\ufb03ce\n365\nCommer cial\nr e v enue\nnumber .\nSo,\nwe\nar e\nseeing\nstill\ngood\nseat\ngr owth,\nstill\ngr owth\nacr oss\nall\nworkloads.\nAnd\nas\ny ou\nar e\npointing\nout,\nwe\nar e\ngetting\nfur ther\nint o\nthe\nE5\nhealth,\nwher e\nwe\nha v e\nseen,\nI\nwant\nt o\nsa y ,\nfour\nor\nfour\nr eally\ngood\nquar ters\nof\nE5\nadoption.\nThe\nv alue\nther e\nis\njust\nv er y\nhigh\nfor\ncust omers\nin\nthis\nenvir onment\nbetween\nanalytics,\nsecurity ,\nand\nI\nthink\nwe\nha v e\ngiv en\nsome,\nI\nthink\ngood\nsecurity\ndata\npoints\nin\nterms\nof\nadoption.\nAnd\nv oice,\nthis\nis\na\nplace\nwher e\ncust omers\ncan\nsa v e\nmone y\nb y\nmo ving\nt o\nthis\nsuite.\nAnd\nI\ndo\nthink\ny ou\nar e\nstar ting\nt o\nsee\nsome\nof\nthat\nARPU\nhelp.\nSaty a\nNadella\nAnd\nwe\nar e\nalso\ninv esting\nin\noutside\nof\nMicr osoft\n365\nin\nother\nper\nuser\nworkloads.\nW e\nwer e\nbeing\na\nnew\nsuite,\nP ower\nPlatform\non\nits\nown\nand\ne v en\nstandalone\noff ers\nlik e\ne v en\nT", "start_char_idx": 0, "end_char_idx": 1042, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "02cd458b-4a5e-4280-80c1-ebde5e4c3e8c": {"__data__": {"id_": "02cd458b-4a5e-4280-80c1-ebde5e4c3e8c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "60ddfa24-62b3-4947-8399-352ffa5d0774", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "6498046e52046973120e1660a294c89d7e8263c2a7943db3309ffc3c04830cd4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ac2ff94f-7a37-450d-9f61-d4c0193b40a3", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "2e5e64116ee383bbea10bd0e1ba988e2fcd48ca0c171ef166e60c9cb2b506747", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e6affe1f-9ee1-4985-a9b8-b4ef145f51ba", "node_type": "1", "metadata": {}, "hash": "4f405b551f5ad879882656dcebb9e0003d3951e4a82b0d27811d5a600523b588", "class_name": "RelatedNodeInfo"}}, "hash": "c74ec0105faa66796c7784abb070f3af8a13cb54b26721a809dc018216ed3939", "text": "v en\nstandalone\noff ers\nlik e\ne v en\nT eams\nPr o\nand\nwhat\nha v e\ny ou.\nSo,\nther e\nis\na\nsigni\ufb01cant\namount\nof\nwork\nwe\nwant\nt o\ndo\nbesides\nsor t\nof\nthe\nsuites\nthat\nwe\nall\nsor t\nof\nha v e\nat\nscale.\nBr ad\nReback\nGr eat.\nThank\ny ou\nv er y\nmuch.\nBr ett\nIv ersen\nThanks\nBr ad.\nJoe,\nwe\nha v e\ntime\nfor\none\nlast\nquestion.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nT yler\nRadk e\nwith\nCiti.\nPlease\npr oceed.\nT yler\nRadk e\nY es.\nThanks\nfor\ntaking\nthe\nquestion.\nI\nwanted\nt o\nask\njust\nabout\nhow\ny our\nvisibility\nhas\nchanged\nin\nterms\nof\nsome\nof\nthe\nlar ger\nA zur e\ncust omer\nr amps.\nCould\ny ou\njust\ncomment\non,\nt o\nthe\nextent\nthose\nlar ge\ncust omer\nr amps\nor\nif\nany\nof\nthose\npr ojects\nar e\ngetting\nput\non\npause?\nAnd\nthen\nis\nther e\nany\nwa y\nt o\njust\nkind\nof\nquantify\nthe\nAI\npotential\ncontribution\nor\nma ybe\nGPU-power ed\ncontribution\nthat\nA zur e\nthat\ny ou\nar e\nexpecting\no v er\nthe\ncoming\nquar ters?\nThank\ny ou.\nSaty a\nNadella", "start_char_idx": 1004, "end_char_idx": 1924, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e6affe1f-9ee1-4985-a9b8-b4ef145f51ba": {"__data__": {"id_": "e6affe1f-9ee1-4985-a9b8-b4ef145f51ba", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c975da34-e3a0-4404-a791-f84b694e5f9f", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "4f5adf79f81153793bd6201f8906516d4686256410cece95b2ee92a778372c49", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "02cd458b-4a5e-4280-80c1-ebde5e4c3e8c", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "c74ec0105faa66796c7784abb070f3af8a13cb54b26721a809dc018216ed3939", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "87abd6fd-b499-4b02-8fac-e5ca2796f579", "node_type": "1", "metadata": {}, "hash": "ee97505f717f7e10405c68df17ad08c868348ffe00618433dd981b47910da136", "class_name": "RelatedNodeInfo"}}, "hash": "4f405b551f5ad879882656dcebb9e0003d3951e4a82b0d27811d5a600523b588", "text": "And\non\nthe\nsecond\npiece,\nI\nthink\nit\u2019 s\nt oo\nearly\nt o\nsor t\nof\nstar t\nsomehow\nsepar ating\nout\nAI\nfr om\nthe\nr est\nof\nthe\nworkload.\nI\nmean\ne v en\nthe\nworkloads\nthemselv es,\nAI\nis\njust\ngoing\nt o\nbe\na\ncor e\npar t\nof\na\nworkload\nin\nA zur e\nv ersus\njust\nAI\nalone.\nSo,\nin\nother\nwor ds,\nif\ny ou\nha v e\nan\napplication\nthat\u2019 s\nusing\na\nbunch\nof\ninf er ence,\nlet\u2019 s\nsa y ,\nit\u2019 s\nalso\ngoing\nt o\nha v e\na\nbunch\nof\nst or age\nand\nit\u2019 s\ngoing\nt o\nha v e\na\nbunch\nof\nother\ncompute\nbe y ond\nGPU\ninf er encing,\nif\ny ou\nwill.\nSo,\nI\nthink\no v er\ntime,\nob viously ,\nI\nthink\ne v er y\napp\nis\ngoing\nt o\nbe\nan\nAI\napp.\nThat\u2019 s\nI\nthink\nthe\nbest\nwa y\nt o\nthink\nabout\nthis\ntr ansformation.\nOn\ny our\nchar acterization\nof\nthe\nlar ge\ncust omers,\nwhether\nther e\nis\nany\nchanges\nin\ntheir\ntr aject or y ,\nI\nwould\nsa y\nI\nwould\npoint\nback\nt o,\nI\nthink\nsome\nof\nthe\ncommentar y\nar ound\ne v er y\nlar ge\ncust omer\nis\nlooking\nt o\noptimiz e\nthe\nworkloads\nthat\nthe y\nha v e\nat\nscale\nt oda y\nand\nplowed\nsome\nof\nthat\nmone y\nback\nthat\nthe y\nsa v e\nint o\nnew\npr oject\nst", "start_char_idx": 0, "end_char_idx": 1017, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "87abd6fd-b499-4b02-8fac-e5ca2796f579": {"__data__": {"id_": "87abd6fd-b499-4b02-8fac-e5ca2796f579", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript", "period": "Q2 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c975da34-e3a0-4404-a791-f84b694e5f9f", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "4f5adf79f81153793bd6201f8906516d4686256410cece95b2ee92a778372c49", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e6affe1f-9ee1-4985-a9b8-b4ef145f51ba", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript.pdf"}, "hash": "4f405b551f5ad879882656dcebb9e0003d3951e4a82b0d27811d5a600523b588", "class_name": "RelatedNodeInfo"}}, "hash": "ee97505f717f7e10405c68df17ad08c868348ffe00618433dd981b47910da136", "text": "y\nsa v e\nint o\nnew\npr oject\nst ock.\nSo,\nthat\u2019 s\nsor t\nof\nwhat\nthe\nclassic\npattern\nof\nlar ge\ncust omers\nis.\nSometimes\ny ou\nha v e\nISVs\nwho\nar e\ndiff er ent,\nright.\nSo,\nif\nan\nISV\nis\noptimizing,\nthe y\nar e\noptimizing\nand\nsa y ,\nwhat\nis\nthe\n[T echnical\nDi\ufb03culty]\nA my\nHood\nHello.\nDo\ny ou\nwant\nme\nt o\nmo v e?\nHello.\nDo\ny ou\nwant\nme\nt o\nuse\nthe\nbackup?\nHello.\nOper at or\nLadies\nand\ngentlemen,\nplease\nstandb y .\nPlease\nr esume.\nBr ett\nIv ersen\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y \u2019 s\nearnings\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nOper at or\nLadies\nand\ngentlemen,\nthis\nconcludes\nt oda y \u2019 s\nconf er ence.\nY ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.\nThank\ny ou\nfor\ny our\npar ticipation.", "start_char_idx": 987, "end_char_idx": 1735, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8fd73e43-8762-4e4e-a9fb-93bd3cc99df0": {"__data__": {"id_": "8fd73e43-8762-4e4e-a9fb-93bd3cc99df0", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8e24ea02-14d3-46b5-bef1-321e8ce44f30", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "fb7bc28462c5eb0c4bebc85563fea6b55c49983970faa4d6f7d755cd3597ae46", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e0b824da-1c32-40a4-a88c-6b7599657f38", "node_type": "1", "metadata": {}, "hash": "8078daa73bda0250a94e22fa59217c1a95a95e6b3c562f46291a5ff6acabc8eb", "class_name": "RelatedNodeInfo"}}, "hash": "d89184c8174883949b98a813bce5c83808587e418e542ffcca4412593127c926", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ1\n2023\nEarnings\nConf er ence\nCall\nOct ober\n25,\n2022\n5:30\nPM\nE T\nCompany\nP ar ticipants\nBr ett\nIv ersen\n-\nVice\nPr esident,\nInv est or\nRelations\nSaty a\nNadella\n-\nChairman\n&\nChief\nEx ecutiv e\nO\ufb03cer\nAmy\nHood\n-\nChief\nFinancial\nO\ufb03cer\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n-\nMor gan\nStanle y\nMark\nMoer dler\n-\nBernstein\nResear ch\nBr ent\nThill\n-\nJeff eries\nMark\nMurphy\n-\nJPMor gan\nKarl\nK eirstead\n-\nUBS\nBr ad\nSills\n-\nBank\nof\nAmerica\nGr egg\nMoskowitz\n-\nMizuho\nBr ent\nBr acelin\n-\nPiper\nSandler\nOper at or\nGr eetings,\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2023\nFirst\nQuar ter\nEarnings\nConf er ence\nCall.\nA t\nthis\ntime,\nall\npar ticipants\nar e\nin\na\nlisten-only\nmode.\nA\nquestion-and-answer\nsession\nwill\nfollow\nthe\nformal\npr esentation.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nIt\nis\nnow\nmy\npleasur e\nt o\nintr oduce\ny our\nhost,\nMr .\nBr ett\nIv ersen,\nVice\nPr esident,\nInv est or\nRelations.\nThank\ny ou.\nY ou\nma y\nbegin.\nBr ett\nIv ersen\nGood\nafternoon,\nand\nthank\ny ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar", "start_char_idx": 0, "end_char_idx": 1097, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e0b824da-1c32-40a4-a88c-6b7599657f38": {"__data__": {"id_": "e0b824da-1c32-40a4-a88c-6b7599657f38", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8e24ea02-14d3-46b5-bef1-321e8ce44f30", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "fb7bc28462c5eb0c4bebc85563fea6b55c49983970faa4d6f7d755cd3597ae46", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8fd73e43-8762-4e4e-a9fb-93bd3cc99df0", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "d89184c8174883949b98a813bce5c83808587e418e542ffcca4412593127c926", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1862cf4b-e9a3-42fb-90b7-6ae2f874496c", "node_type": "1", "metadata": {}, "hash": "0be545d05c37ddc6c25b7e5bf8ebffe2b3548da551621e7b210c69dda9595df8", "class_name": "RelatedNodeInfo"}}, "hash": "8078daa73bda0250a94e22fa59217c1a95a95e6b3c562f46291a5ff6acabc8eb", "text": "oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer;\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer;\nAlice\nJolla,\nChief\nAccounting\nO\ufb03cer;\nand\nK eith\nDolliv er ,\nDeputy\nGener al\nCounsel.", "start_char_idx": 1067, "end_char_idx": 1271, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1862cf4b-e9a3-42fb-90b7-6ae2f874496c": {"__data__": {"id_": "1862cf4b-e9a3-42fb-90b7-6ae2f874496c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1c9dda64-c6a9-48d8-abef-8369271f7be1", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "a6e499984690806ed9cfeb52be9e5b0e086564a9606cf2434b1cbafce3db430d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e0b824da-1c32-40a4-a88c-6b7599657f38", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "8078daa73bda0250a94e22fa59217c1a95a95e6b3c562f46291a5ff6acabc8eb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2a8edf84-21f6-4fd8-af03-12600ec0241b", "node_type": "1", "metadata": {}, "hash": "8005372f8581ce24304889af6ad084579a9fe8b82b402bdd6a9ea32c28551e13", "class_name": "RelatedNodeInfo"}}, "hash": "0be545d05c37ddc6c25b7e5bf8ebffe2b3548da551621e7b210c69dda9595df8", "text": "On\nthe\nMicr osoft\nInv est or\nRelations\nwebsite,\ny ou\ncan\n\ufb01nd\nour\nearnings\npr ess\nr elease\nand\n\ufb01nancial\nsummar y\nslide\ndeck,\nwhich\nis\nintended\nt o\nsupplement\nour\npr epar ed\nr emarks\nduring\nt oda y ' s\ncall\nand\npr o vides\na\nr econciliation\nof\ndiff er ences\nbetween\nGAAP\nand\nnon-GAAP\n\ufb01nancial\nmeasur es.\nOn\nthis\ncall,\nwe\nwill\ndiscuss\ncer tain\nnon-GAAP\nitems.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nconsider ed\nas\na\nsubstitute\nfor\nor\nsuperior\nt o\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\ncompany ' s\n\ufb01rst\nquar ter\nper formance\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear ,\nunless\nother wise\nnoted.\nW e\nwill\nalso\npr o vide\ngr owth\nr ates\nin\nconstant\ncurr ency\nwhen\na v ailable,\nas\na\nfr amework\nfor\nassessing\nhow\nour\nunderlying\nbusinesses\nper formed,\nex cluding\nthe\neff ect\nof\nfor eign\ncurr ency\nr", "start_char_idx": 0, "end_char_idx": 1092, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2a8edf84-21f6-4fd8-af03-12600ec0241b": {"__data__": {"id_": "2a8edf84-21f6-4fd8-af03-12600ec0241b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1c9dda64-c6a9-48d8-abef-8369271f7be1", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "a6e499984690806ed9cfeb52be9e5b0e086564a9606cf2434b1cbafce3db430d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1862cf4b-e9a3-42fb-90b7-6ae2f874496c", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "0be545d05c37ddc6c25b7e5bf8ebffe2b3548da551621e7b210c69dda9595df8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4baef401-5568-4dca-9209-67e1dde4f851", "node_type": "1", "metadata": {}, "hash": "7e2b342638a2893d5627e7555fba204f5e5dd8d3b54e4fea9d77c6a24608e046", "class_name": "RelatedNodeInfo"}}, "hash": "8005372f8581ce24304889af6ad084579a9fe8b82b402bdd6a9ea32c28551e13", "text": "cluding\nthe\neff ect\nof\nfor eign\ncurr ency\nr ate\n\ufb02uctuations.\nWher e\ngr owth\nr ates\nar e\nthe\nsame\nin\nconstant\ncurr ency ,\nwe\nwill\nr ef er\nt o\nthe\ngr owth\nr ate\nonly .\nW e\nwill\npost\nour\npr epar ed\nr emarks\nt o\nour\nwebsite\nimmediately\nfollowing\nthe\ncall\nuntil\nthe\ncomplete\ntr anscript\nis\na v ailable.\nT oda y ' s\ncall\nis\nbeing\nwebcast\nliv e\nand\nr ecor ded.\nIf\ny ou\nask\na\nquestion,\nit\nwill\nbe\nincluded\nin\nour\nliv e\ntr ansmission,\nin\nthe\ntr anscript\nand\nin\nany\nfutur e\nuse\nof\nthe\nr ecor ding.\nY ou\ncan\nr epla y\nthe\ncall\nand\nview\nthe\ntr anscript\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite.\nDuring\nthis\ncall,\nwe\nwill\nbe\nmaking\nfor war d-looking\nstatements,\nwhich\nar e\npr edictions,\npr ojections\nor\nother\nstatements\nabout\nfutur e\ne v ents.\nThese\nstatements\nar e\nbased\non\ncurr ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt o\nrisks\nand\nuncer tainties.\nActual\nr esults\ncould\nmaterially\ndiff er\nbecause\nof\nfact ors\ndiscussed\nin\nt oda y ' s\nearnings\npr ess\nr elease\nand\nthe\ncomments\nmade\nduring\nthis\nconf er ence\ncall\nand\nin\nthe\nRisk\nF act ors\nsection\nof\nour\nF orm\n10-K,\nF orms\n10-Q\nand\nother\nr epor ts\nand\n\ufb01lings\nwith\nthe\nSecurities\nand\nEx", "start_char_idx": 1049, "end_char_idx": 2187, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4baef401-5568-4dca-9209-67e1dde4f851": {"__data__": {"id_": "4baef401-5568-4dca-9209-67e1dde4f851", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1c9dda64-c6a9-48d8-abef-8369271f7be1", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "a6e499984690806ed9cfeb52be9e5b0e086564a9606cf2434b1cbafce3db430d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2a8edf84-21f6-4fd8-af03-12600ec0241b", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "8005372f8581ce24304889af6ad084579a9fe8b82b402bdd6a9ea32c28551e13", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5196a8e3-ef16-48f4-8110-2575878f62bd", "node_type": "1", "metadata": {}, "hash": "b552c9121b49bae7cf95639c0b31a56139c189bcb45461e9906a4776cdffebc7", "class_name": "RelatedNodeInfo"}}, "hash": "7e2b342638a2893d5627e7555fba204f5e5dd8d3b54e4fea9d77c6a24608e046", "text": "epor ts\nand\n\ufb01lings\nwith\nthe\nSecurities\nand\nEx change\nCommission.\nW e\ndo\nnot\nunder tak e\nany\nduty\nt o\nupdate\nany\nfor war d-looking\nstatement.\nAnd\nwith\nthat,\nI'll\nturn\nthe\ncall\no v er\nt o\nSaty a.\nSaty a\nNadella\nThank\ny ou,\nBr ett.\nT o\nstar t,\nI\nwant\nt o\noutline\nthe\nprinciples\nthat\nar e\nguiding\nus\nthr ough\nthese\nchanging\neconomic\ntimes.\nFirst,\nwe\nwill\ninv est\nbehind\ncategories\nthat\nwill\ndriv e\nthe\nlong-term\nsecular\ntr end\nwher e\ndigital\ntechnology\nas\na\nper centage\nof\nworld' s\nGDP\nwill\ncontinue\nt o\nincr ease.", "start_char_idx": 2142, "end_char_idx": 2652, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5196a8e3-ef16-48f4-8110-2575878f62bd": {"__data__": {"id_": "5196a8e3-ef16-48f4-8110-2575878f62bd", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "45d58479-780a-461b-880e-ad8750cc3680", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "112194c8f91951a42467803200f81a5c7ea6a518c7ed2e2003eec08ffccf0488", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4baef401-5568-4dca-9209-67e1dde4f851", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "7e2b342638a2893d5627e7555fba204f5e5dd8d3b54e4fea9d77c6a24608e046", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "923d5b14-1438-4d93-a840-9903bc678122", "node_type": "1", "metadata": {}, "hash": "eee761d3172b405dfd9d8150f8875b872f0337d45cc43e0598a6e75c88514c1e", "class_name": "RelatedNodeInfo"}}, "hash": "b552c9121b49bae7cf95639c0b31a56139c189bcb45461e9906a4776cdffebc7", "text": "Second,\nwe 'll\nprioritiz e\nhelping\nour\ncust omers\nget\nthe\nmost\nv alue\nout\nof\ntheir\ndigital\nspend,\nso\nthat\nthe y\ncan\ndo\nmor e\nwith\nless.\nAnd\n\ufb01nally ,\nwe\nwill\nbe\ndisciplined\nin\nmanaging\nour\ncost\nstructur e.\nWith\nthat\ncontext,\nthis\nquar ter ,\nthe\nMicr osoft\nCloud\nagain\nex ceeded\n$25\nbillion\nin\nquar terly\nr e v enue,\nup\n24%\nand\n31%\nin\nconstant\ncurr ency .\nAnd\nbased\non\ncurr ent\ntr ends\ncontinuing,\nwe\nexpect\nour\nbr oader\ncommer cial\nbusiness\nt o\ngr ow\nat\nar ound\n20%\nin\nconstant\ncurr ency\nthis\n\ufb01scal\ny ear ,\nas\nwe\nmanage\nthr ough\nthe\ncy clical\ntr ends\naff ecting\nour\nconsumer\nbusiness.\nWith\nthat,\nlet\nme\nhighlight\nour\npr ogr ess\nstar ting\nwith\nA zur e.\nMo ving\nt o\nthe\ncloud\nis\nthe\nbest\nwa y\nfor\nor ganizations\nt o\ndo\nmor e\nwith\nless\nt oda y .\nIt\nhelps\nthem\nalign\ntheir\nspend\nwith\ndemand\nand\nmitigate\nrisk\nar ound\nincr easing\nener gy\ncosts\nand\nsupply\nchain\nconstr aints.\nW e 'r e\nalso\nseeing\nmor e\ncust omers\nturn\nt o\nus\nt o\nbuild\nand\ninno v ate\nwith\ninfr astructur e\nthe y\nalr eady\nha v e.\nWith\nA zur e\nAr c,\nor ganizations\nlik e\nW ells\nF ar go\ncan\nrun\nA zur e\nser vices,\nincluding\ncontaineriz ed\napplications\nacr oss\non-pr", "start_char_idx": 0, "end_char_idx": 1122, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "923d5b14-1438-4d93-a840-9903bc678122": {"__data__": {"id_": "923d5b14-1438-4d93-a840-9903bc678122", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "45d58479-780a-461b-880e-ad8750cc3680", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "112194c8f91951a42467803200f81a5c7ea6a518c7ed2e2003eec08ffccf0488", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5196a8e3-ef16-48f4-8110-2575878f62bd", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "b552c9121b49bae7cf95639c0b31a56139c189bcb45461e9906a4776cdffebc7", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a4f3048f-7b4c-4232-b940-56e362cff86e", "node_type": "1", "metadata": {}, "hash": "c2e14f2f60376a68c903780f0ccaa9b68b6349a27e1eee5f079f905994d2e71a", "class_name": "RelatedNodeInfo"}}, "hash": "eee761d3172b405dfd9d8150f8875b872f0337d45cc43e0598a6e75c88514c1e", "text": "zur e\nser vices,\nincluding\ncontaineriz ed\napplications\nacr oss\non-pr emises,\nedge\nand\nmulti-cloud\nenvir onments.\nW e\nnow\nha v e\nmor e\nthan\n8,500\nAr c\ncust omers,\nmor e\nthan\ndouble\nthe\nnumber\na\ny ear\nago.\nW e\nar e\nthe\nplatform\nof\nchoice\nfor\ncust omers'\nSAP\nworkloads\nin\nthe\ncloud,\ncompanies\nlik e\n[Chobani]\n(ph),\nMunich\nRe,\nSodex o,\nV olv o\nCars,\nall\nrun\nSAP\non\nA zur e.\nW e\nar e\nthe\nonly\ncloud\npr o vider\nwith\ndir ect\nand\nsecur e\naccess\nt o\nOr acle\ndatabases\nrunning\nan\nOr acle\nCloud\ninfr astructur e,\nmaking\nit\npossible\nfor\ncompanies\nlik e\nF edEx,\nGE\nand\nMarriott\nt o\nuse\ncapabilities\nfr om\nboth\ncompanies.\nAnd\nwith\nA zur e\nCon\ufb01dential\nComputing,\nwe 'r e\nenabling\ncompanies\nin\nhighly\nr egulated\nindustries,\nincluding\nRBC,\nt o\nbring\ntheir\nmost\nsensitiv e\napplications\nt o\nthe\ncloud.\nJust\nlast\nweek,\nUBS\nsaid\nit\nwill\nmo v e\nmor e\nthan\n50%\nof\nits\napplications\nt o\nA zur e.\nNow\nt o\ndata\nand\nAI.\nWith\nour\nMicr osoft\nIntelligent\nData\nPlatform,\nwe\npr o vide\na\ncomplete\ndata\nfabric,\nhelping\ncust omers\ncut\nintegr ation\ntax\nassociated\nwith\nbringing\nt ogether\nsiloed\nsolutions.\nCust omers\nlik e\nMer cedes-Benz\nar e\nstandar dizing\non\nour\ndata\nstack\nt o\npr ocess\nand\ngo v ern\nmassiv", "start_char_idx": 1054, "end_char_idx": 2225, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a4f3048f-7b4c-4232-b940-56e362cff86e": {"__data__": {"id_": "a4f3048f-7b4c-4232-b940-56e362cff86e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "45d58479-780a-461b-880e-ad8750cc3680", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "112194c8f91951a42467803200f81a5c7ea6a518c7ed2e2003eec08ffccf0488", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "923d5b14-1438-4d93-a840-9903bc678122", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "eee761d3172b405dfd9d8150f8875b872f0337d45cc43e0598a6e75c88514c1e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1b29cbc2-7ffe-4845-8630-c6dabd8a8fed", "node_type": "1", "metadata": {}, "hash": "cb2bae6b785b65638e2db261092960f9e366672c58401a41fe72191fcbd47dfd", "class_name": "RelatedNodeInfo"}}, "hash": "c2e14f2f60376a68c903780f0ccaa9b68b6349a27e1eee5f079f905994d2e71a", "text": "o\npr ocess\nand\ngo v ern\nmassiv e\namounts\nof\ndata.\nCosmos\nDB\nis\nthe\ngo-t o\ndatabase\npowering\nthe\nworld' s\nmost\ndemanding\nworkloads\nat\nlimitless\nscale.\nCosmos\nDB\nnow\nsuppor ts\npostscript\nSQL,\nmaking\nA zur e\nthe\n\ufb01rst\ncloud\npr o vider\nt o\noff er\na\ndatabase\nser vice\nthat\nsuppor ts\nboth\nr elational\nand\nno\nSQL\nworkloads.\nAnd\nin\nAI,\nwe\nar e\nturning\nthe\nworld' s\nmost\nadv anced\nmodels\nint o\nplatforms\nfor\ncust omers.\nEarlier\nthis\nmonth,\nwe\nbr ought\nthe\npower\nof\nD ALL-E\nt o\nA zur e\nOpenAI\nser vice,\nhelping\ncust omers\nlik e\nMattel\napply\nthe\nbr eakthr ough\nimage\ngener ation\nmodel\nt o", "start_char_idx": 2195, "end_char_idx": 2771, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1b29cbc2-7ffe-4845-8630-c6dabd8a8fed": {"__data__": {"id_": "1b29cbc2-7ffe-4845-8630-c6dabd8a8fed", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call 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cial\nuse\ncases\nfor\nthe\n\ufb01rst\ntime.\nIn\nA zur e\nmachine\nlearning,\npr o vides\nindustr y-leading\nML\napps,\nhelping\nor ganizations\nlik e\n3M\ndeplo y ,\nmanage\nand\ngo v ern\nmodels.\nAll\nup,\nA zur e\nML\nr e v enue\nhas\nincr eased\nmor e\nthan\n100%\nfor\nfour\nquar ters\nin\na\nr ow .\nNow\non\nt o\nde v elopers.\nW e\nha v e\nthe\nmost\ncomplete\nplatform\nfor\nde v elopers\nt o\nbuild\ncloud\nnativ e\napplications.\nF our\ny ears\nsince\nour\nacquisition,\nGitHub\nis\nnow\nat\n$1\nbillion\nin\nannual\nr ecurring\nr e v enue.\nAnd\nGitHub ' s\nde v eloper\n\ufb01rst\nethos\nhas\nne v er\nbeen\nstr onger .\nMor e\nthan\n90\nmillion\npeople\nnow\nuse\nthe\nser vice\nt o\nbuild\nsoftwar e\nfor\nany\ncloud\non\nany\nplatform\nup\nthr ee\ntimes.\nGitHub\nadv anced\nsecurity\nis\nhelping\nor ganizations\nimpr o v e\ntheir\nsecurity\npostur e\nb y\nbringing\nf eatur es\ndir ectly\nint o\nthe\nde v eloper ' s\nwork\ufb02ow .\nT o y ota\nNor th\nAmerica\nchose\nthe\noff ering\nthis\nquar ter\nt o\nhelp\nits\nde v elopers\nbuild\nand\nsecur e\nmany\nof\nits\nmost\ncritical\napplications.\nNow\non\nt o\nP ower\nPlatform.\nW e\nar e\nhelping\ncust omers\nsa v e\ntime\nand\nmone y\nwith\nour\nend-t o-end\nsuite\nspanning\nLow-Code/No-Code\nt ools,\nr obotic\npr ocess\naut", "start_char_idx": 0, "end_char_idx": 1130, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6afef3fb-673b-45c8-b26b-22ee6d38c9b5": {"__data__": {"id_": "6afef3fb-673b-45c8-b26b-22ee6d38c9b5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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tual\nagents\nand\nbusiness\nintelligence.\nP ower\nBI\nis\nthe\nmark et\nleader\nin\nbusiness\nintelligence\nin\nthe\ncloud\nand\nis\ngr owing\nfaster\nthan\ncompetition,\nas\ncompanies\nlik e\nW almar t\nstandar diz e\non\nthe\nt ool\nfor\nr epor ting\nand\nanalytics.\nP ower\nApps\nis\nthe\nmark et\nleader\nin\nLow-Code/No-Code\nt ools\nand\nhas\nnearly\n15\nmillion\nmonthly\nactiv e\nusers,\nup\nmor e\nthan\n50%\ncompar ed\nt o\na\ny ear\nago.\nP ower\nA ut omate\nhas\nmor e\nthan\nse v en\nmillion\nmonthly\nactiv e\nusers\nand\nis\nbeing\nused\nb y\ncompanies\nlik e\nBr own-F orman,\nK omatsu,\nMass,\nT -Mobile\nt o\ndigitiz e\nmanual\nbusiness\npr ocesses\nand\nsa v e\nthousands\nof\nhours\nof\nemplo y ee\ntime.\nAnd\nwe 'r e\ngoing\nfur ther\nwith\nnew\nAI-power ed\ncapabilities\nand\npower\naut omate\nthat\nturn\nnatur al\nlanguage\nint o\nadv anced\nwork\ufb02ows.\nNow\non\nt o\nDynamics\n365.\nF r om\ncust omer\nexperience\nand\nser vice\nt o\n\ufb01nance\nand\nsupply\nchain,\nwe\ncontinue\nt o\ntak e\nshar e\nacr oss\nall\ncategories\nwe\nser v e.\nF or\nexample,\nL ufthansa\nCar go\nchose\nus\nt o\ncentr aliz e\ncust omer\ninformation\nand\nr elated\nshipments.\nCBRE\nis\noptimizing\nits\n\ufb01eld\nser vice\noper ations,\ngaining\ncost\ne\ufb03ciencies.\nDar", "start_char_idx": 1103, "end_char_idx": 2254, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f24769a3-b4a5-4515-bc26-31eb75484117": {"__data__": {"id_": "f24769a3-b4a5-4515-bc26-31eb75484117", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, 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ations,\ngaining\ncost\ne\ufb03ciencies.\nDar den\nis\nusing\nour\nsolutions\nt o\nincr ease\nboth\nguest\nfr equency\nand\nspend\nat\nits\nr estaur ants.\nAnd\nTillamook\nis\nscaling\nits\ngr owth\nand\nimpr o ving\nsupply\nchain\nvisibility .\nAll\nup\nmor e\nthan\n400,000\nor ganizations\nnow\nuse\nour\nbusiness\napplications.\nNow\non\nt o\nIndustr y\nSolutions.\nW e\nar e\nseeing\nincr eased\nadoption\nof\nour\nindustr y\nand\ncr oss-industr y\nclouds.\nBank\nof\nQueensland\nchose\nour\ncloud\nfor\n\ufb01nancial\nser vices\nt o\ndeliv er\nnew\ndigital\nexperiences\nfor\nits\ncust omers.\nOur\ncloud\nfor\nsustainability\nis\noff\nt o\na\nfast\nstar t\nas\nor ganizations\nlik e\nT elstr a\nuse\nthe\nsolution\nt o\ntr ack\ntheir\nenvir onmental\nfootprint.", "start_char_idx": 2208, "end_char_idx": 2881, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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a\nuniquely\nenable\nemplo y ees\nt o\nthriv e\nin\nt oda y ' s\ndigitally\nconnected\ndistributed\nworld\nof\nwork.\nMicr osoft\n365\nis\nthe\ncloud-\ufb01rst\nplatform\nthat\nsuppor ts\nall\nthe\nwa ys\npeople\nwork\nand\ne v er y\ntype\nof\nwork er\nr educing\ncost\nand\ncomplexity\nfor\nI T .\nThe\nnew\nMicr osoft\n365\napp\nbrings\nt ogether\nour\npr oductivity\napps\nwith\nthir d-par ty\ncontent,\nas\nwell\nas\npersonaliz ed\nr ecommendations.\nMicr osoft\nT eams\nis\nthe\nde\nfact o\nstandar d\nfor\ncollabor ation\nand\nhas\nbecome\nessential\nt o\nhow\nhundr eds\nof\nmillions\nof\npeople\nmeet,\ncall,\nchat,\ncollabor ate\nand\ndo\nbusiness.\nAs\nwe\nemer ge\nfr om\nthe\npandemic,\nwe\nar e\nr etaining\nusers\nwe\nha v e\ngained\nand\nar", "start_char_idx": 0, "end_char_idx": 1143, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a2b25ef9-8641-4d23-8487-b782232155bd": {"__data__": {"id_": "a2b25ef9-8641-4d23-8487-b782232155bd", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b47d3245-b1fd-49ef-b1d7-68714bf668c0", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "a5c6fe900a6dce2f2d72cb51bf3b345f584e10d129e3658da4ab68c1201cccc1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2da75b16-15a2-4303-b323-576ecd0b6035", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "2790b10ae506b50fefc4517fb2aadb62243cd2555ad4e55f37a3bfc5f82f9911", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c7c5532d-8995-4f19-92b6-5456e529b096", "node_type": "1", "metadata": {}, "hash": "70ce5e6fe908680bbd6be90f40825b8970c9d6b39cf938d216b9c97c762be9f8", "class_name": "RelatedNodeInfo"}}, "hash": "62f22fec298d9db26fa1d2998a5adb79a647435f6d5441ab00ad8e77548aa62d", "text": "e\nr etaining\nusers\nwe\nha v e\ngained\nand\nar e\nseeing\nincr eased\nengagement,\nt oo.\nUsers\ninter act\nwith\nT eams\n1,500\ntimes\nper\nmonth\non\na v er age.\nIn\na\ntypical\nda y ,\nthe\na v er age\ncommer cial\nuser\nspends\nmor e\ntime\nin\nT eams\nchat\nthan\nthe y\ndo\nin\ne-mail,\nand\nthe\nnumber\nof\nusers\nwho\nuse\nfour\nor\nmor e\nf eatur es\nwithin\nT eams\nincr eased\no v er\n20%\ny ear-o v er-y ear .\nT eams\nis\nbecoming\na\nubiquit ous\nplatform\nfor\nbusiness\npr ocess.\nMonthly\nactiv e\nenterprise\nusers\nrunning\nthir d-par ty\nand\ncust om\napplications\nwithin\nT eams\nincr eased\nnearly\n60%\ny ear-o v er-y ear ,\nand\no v er\n55%\nof\nour\nenterprise\ncust omers\nwho\nuse\nT eams\nt oda y\nalso\nbuy\nT eams\nRooms\nor\nT eams\nPhone.\nT eams\nPhone\npr o vides\nthe\nbest-in-class\ncalling.\nPSTN\nusers\nha v e\ngr own\nb y\ndouble\ndigits\nfor\n\ufb01v e\nquar ters\nin\na\nr ow .\nW e\nar e\nbringing\nT eams\nRooms\nt o\na\ngr owing\nhar dwar e\necosystem,\nincluding\nCisco ' s\nde vices\nand\nperipher als,\nwhich\nwill\nnow\nrun\nT eams\nnativ ely .\nAnd\nwe\nar e\ncr eating\na\nnew\ncategor y\nwith\nMicr osoft\nPlaces\nt o\nhelp\nor ganizations\ne v olv e\nand\nmanage\nthe\nspace\nfor\nhybrid\nand\nin-person\nwork.\nJust\nlik", "start_char_idx": 1101, "end_char_idx": 2212, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c7c5532d-8995-4f19-92b6-5456e529b096": {"__data__": {"id_": "c7c5532d-8995-4f19-92b6-5456e529b096", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b47d3245-b1fd-49ef-b1d7-68714bf668c0", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "a5c6fe900a6dce2f2d72cb51bf3b345f584e10d129e3658da4ab68c1201cccc1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a2b25ef9-8641-4d23-8487-b782232155bd", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "62f22fec298d9db26fa1d2998a5adb79a647435f6d5441ab00ad8e77548aa62d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d3c6fe58-89e3-467f-b889-56c1107d12e8", "node_type": "1", "metadata": {}, "hash": "7f7609f9b4445a6eb8df925cbe845a3fd3766fb09eef8698a31bc1d510d4b59a", "class_name": "RelatedNodeInfo"}}, "hash": "70ce5e6fe908680bbd6be90f40825b8970c9d6b39cf938d216b9c97c762be9f8", "text": "e\nOutlook\ncalendar\nor chestr ates\nwhen\npeople\ncan\nmeet\nand\ncollabor ate,\nPlaces\nwill\ndo\nthe\nsame\nfor\nwher e.\nW e\nalso\nannounced\nT eams\nPr emium,\naddr essing\nenterprise\ndemands\nfor\nadv anced\nmeeting\nf eatur es\nlik e\nadditional\nsecurity\noptions\nand\nintelligent\nmeeting\nr ecaps.\nAll\nthis\ninno v ation\nis\ndriving\ngr owth\nacr oss\nMicr osoft\n365.\nLeaders\nin\ne v er y\nindustr y\nfr om\nF annie\nMae\nand\nLand\nO'Lak es\nt o\nRabobank\ncontinue\nt o\nturn\nt o\nour\npr emium\nE5\noff erings\nfor\nadv anced\nsecurity ,\ncompliance,\nv oice\nand\nanalytics.", "start_char_idx": 2213, "end_char_idx": 2740, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d3c6fe58-89e3-467f-b889-56c1107d12e8": {"__data__": {"id_": "d3c6fe58-89e3-467f-b889-56c1107d12e8", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8a01302c-842a-47cb-b940-765857116051", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "c2d796efbad3db463a05a57376eb0451de060df41569c4cbe04b20e16bdbab9a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c7c5532d-8995-4f19-92b6-5456e529b096", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "70ce5e6fe908680bbd6be90f40825b8970c9d6b39cf938d216b9c97c762be9f8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5fa7fdd0-d8b1-4807-b95f-fa535e5639bf", "node_type": "1", "metadata": {}, "hash": "4654ad047f1ec4b683b9c08eb545e179f31e373231a6d324ddad7da53796108a", "class_name": "RelatedNodeInfo"}}, "hash": "7f7609f9b4445a6eb8df925cbe845a3fd3766fb09eef8698a31bc1d510d4b59a", "text": "W e 'v e\nalso\nbuilt\na\ncompletely\nnew\nsuite\nfor\nour\nemplo y ee\nexperience\nplatform,\nMicr osoft\nViv a,\nwhich\nnow\nhas\nmor e\nthan\n20\nmillion\nmonthly\nactiv e\nusers\nat\ncompanies\nlik e\nFinastr a,\nSES\nand\nUnile v er .\nAnd\nwe\nar e\nextending\nViv a\nt o\nmeet\nr ole-speci\ufb01c\nneeds.\nViv a\nSales\nis\nhelping\nsalespeople\nat\ncompanies\nlik e\nAdobe,\nCr a y on\nand\nPwC\nr eclaim\ntheir\ntime\nb y\nbringing\ncust omer\ninter actions\nacr oss\nT eams\nand\nOutlook\ndir ectly\nint o\ntheir\nCRM\nsystem.\nNow\non\nt o\nWindows.\nDespite\nthe\ndr op\nin\nPC\nshipments\nduring\nthe\nquar ter ,\nWindows\ncontinues\nt o\nsee\nusage\ngr owth.\nAll\nup,\nther e\nar e\nnearly\n20%\nmor e\nmonthly\nactiv e\nWindows\nde vices\nthan\npr e-pandemic.\nAnd\non\na v er age,\nWindows\n10\nand\nWindows\n11\nusers\nar e\nspending\n8.5%\nmor e\ntime\non\ntheir\nPCs\nthan\nthe y\nwer e\n2.5\ny ears\nago.\nAnd\nwe\nar e\nseeing\nlar ger\ncommer cial\ndeplo yments\nof\nWindows\n11.\nAccentur e,\nfor\nexample,\nhas\ndeplo y ed\nWindows\n11\nt o\nmor e\nthan\n450,000\nemplo y ees'\nPCs,\nup\nfr om\njust\n25,000,\n7\nmonths\nago,\nand\nL 'Or eal\nhas\ndeplo y ed\nthe\noper ating\nsystem\nt o\n85,000\nemplo y ees.\nNow\nt o\nsecurity .\nSecurity\ncontinues\nt", "start_char_idx": 0, "end_char_idx": 1108, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5fa7fdd0-d8b1-4807-b95f-fa535e5639bf": {"__data__": {"id_": "5fa7fdd0-d8b1-4807-b95f-fa535e5639bf", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8a01302c-842a-47cb-b940-765857116051", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "c2d796efbad3db463a05a57376eb0451de060df41569c4cbe04b20e16bdbab9a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d3c6fe58-89e3-467f-b889-56c1107d12e8", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "7f7609f9b4445a6eb8df925cbe845a3fd3766fb09eef8698a31bc1d510d4b59a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d7720acb-d97e-4f4c-a580-d13cd419721f", "node_type": "1", "metadata": {}, "hash": "98dc5c79fad5db5135ad439812b69f13e019e07b8e0f693df1bf85448142aee6", "class_name": "RelatedNodeInfo"}}, "hash": "4654ad047f1ec4b683b9c08eb545e179f31e373231a6d324ddad7da53796108a", "text": "y ees.\nNow\nt o\nsecurity .\nSecurity\ncontinues\nt o\nbe\na\nt op\npriority\nfor\ne v er y\nor ganization.\nW e 'r e\nthe\nonly\ncompany\nwith\nintegr ated\nend-t o-end\nt ools\nspanning\nsecurity ,\ncompliance,\nidentity\nand\nde vice\nmanagement\nand\npriv acy\nacr oss\nall\nclouds\nand\nplatforms.\nMor e\nthan\n860,000\nor ganizations\nacr oss\ne v er y\nindustr y\nfr om\nBP\nand\nF uji\nFilm\nt o\nING\nBank,\niHear tMedia\nand\nL umen\nT echnologies\nnow\nuse\nour\nsecurity\nsolutions,\nup\n33%\ny ear-o v er-y ear .\nThe y\ncan\nsa v e\nup\nt o\n60%\nwhen\nthe y\nconsolidate\nour\nsecurity\nstack,\nand\nthe\nnumber\nof\ncust omers\nwith\nmor e\nthan\nfour\nworkloads\nha v e\nincr eased\n50%\ny ear-o v er-y ear .\nMor e\nor ganizations\nar e\nchoosing\nboth\nour\nXDR\nand\ncloud-nativ e\nSIM\nt o\nsecur e\ntheir\nentir e\ndigital\nestate.\nThe\nnumber\nof\nE5\ncust omers\nwho\nalso\npur chased\nSentinel\nincr eased\n44%\ny ear-o v er-y ear .\nAnd\nas\nthr eats\nbecome\nmor e\nsophisticated,\nwe\nar e\ninno v ating\nt o\npr otect\ncust omers.\nNew\ncapabilities\nin\nDef ender\nhelp\nsecur e\nthe\nentir e\nDe vOps\nlif e\ncy cle\nand\nmanage\nsecurity\npostur e\nacr oss\nclouds.\nAnd\nEntr a\nnow\npr o vides\ncompr ehensiv e\nidentity\ngo v ernance\nfor\nboth\non-pr emise\nand\ncloud-based\nuser\ndir", "start_char_idx": 1062, "end_char_idx": 2227, "text_template": "{metadata_str}\n\n{content}", "metadata_template": 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edIn\nLearning\nhelped\ncompanies\ninv est\nin\ntheir\nexisting\nemplo y ees\nb y\npr o viding\naccess\nt o\ncourses\ndir ectly\nin\nthe\n\ufb02ow\nof\nwork.\nMembers\nadded\n365\nmillion\nskills\nt o\ntheir\npr o\ufb01les\no v er\nthe\nlast\n12\nmonths,\nup\n43%\ny ear-o v er-y ear .\nAnd\nwith\nour\nacquisition\nof\nE duBrite,\nthe y\nwill", "start_char_idx": 2174, "end_char_idx": 2869, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "39d1af77-b2e2-4202-96fc-cd62a4daafa3": {"__data__": {"id_": "39d1af77-b2e2-4202-96fc-cd62a4daafa3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, 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o\nearn\npr of essional\ncer ti\ufb01cates\nfr om\ntrusted\npar tners\ndir ectly\non\nthe\nplatform.\nW e\nlaunched\nthe\nnext-gener ation\nsales\nna vigat or\nthis\nquar ter ,\nhelping\nsellers\nincr ease\nwin\nr ates\nand\ndeal\nsiz es\nb y\nbetter\nunderstanding\nand\ne v aluating\ncust omer\ninter est.\nFinally ,\nLink edIn\nMark eting\nSolution\ncontinues\nt o\npr o vide\nleading\ninno v ation\nand\nROI\nin\nB2B\ndigital\nadv er tising.\nMor e\nbr oadly ,\nwith\nMicr osoft\nAdv er tising,\nwe\noff er\na\ntrusted\nplatform\nfor\nany\nmark eteer\nor\nadv er tiser\nlooking\nt o\ninno v ate.\nW e 'v e\nexpanded\nour\ngeogr aphies\nwe\nser v e\nb y\nnearly\n4x\no v er\nthe\npast\ny ear .\nW e\nar e\nseeing\nr ecor d\ndaily\nusage\nof\nE dge,\nStar t\nand\nBing\ndriv en\nb y\nWindows.\nE dge\nis\nthe\nfastest-gr owing\nbr owser\non\nWindows\nand\ncontinues\nt o\ngain\nshar e\nas\npeople\nuse\nbuilt-in\ncoupon\nprice\ncomparison\nf eatur es\nt o\nsa v e\nmone y .\nW e\nsur face\nmor e\nthan\n$2\nbillion\nin\nsa vings\nt o\ndate.\nAnd\nthis\nquar ter ,\nwe\nbr ought\nour\nshopping\nt ools\nt o\n15\nnew\nmark ets.\nUsers\nof\nour\nStar t,\npersonaliz ed\ncontent\nf eed\nar e\nconsuming\n2x\nmor e\ncontent\ncompar ed\nt o\na\ny", "start_char_idx": 0, "end_char_idx": 1103, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "613c2b72-5d77-4bce-be5d-e8367effc06a": {"__data__": {"id_": "613c2b72-5d77-4bce-be5d-e8367effc06a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": 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.\nNet\ufb02ix\nwill\nlaunch\nits\n\ufb01rst\nad-suppor ted\nsubscription\nplan\nnext\nmonth,\nex clusiv ely\npower ed\nb y\nour\ntechnology\nand\nsales.\nAnd\nwith\nPr omoteIQ\nwe\noff er\nan\nomni-channel\nmedia\nplatform\nfor\nr etailers\nlik e\nthe\naut o\ngr oup\nlooking\nt o\ngener ate\nadditional\nr e v enue\nwhile\nmaintaining\nownership\nof\ntheir\nown\ndata\nand\ncust omer\nr elationships.\nNow\nont o\ngaming.\nW e\nar e\nadding\nnew\ngamers\nt o\nour\necosystem\nas\nwe\nex ecute\non\nour\nambition\nt o\nr each\npla y ers\nwher e v er\nand\nwhene v er\nthe y\nwant\non\nany\nde vice.\nW e\nsaw\nusage\ngr owth\nacr oss\nall\nplatforms\ndriv en\nb y\nthe\nstr ength\nof\nconsole.\nPC\nGame\nP ass\nsubscriptions\nincr eased\n159%\ny ear-o v er-y ear .\nAnd\nwith\ncloud\ngaming,\nwe 'r e\ntr ansforming\nhow\ngames\nar e\ndistributed,\npla y ed\nand\nviewed.\nMor e\nthan\n20\nmillion\npeople\nha v e\nused\nthe\nser vice\nt o\nstr eam\ngames\nt o\ndate.\nAnd\nwe\nar e\nadding\nsuppor t\nfor\nnew\nde vices\nlik e\nhandhelds\nfr om\nLogitech\nand\nRaz or\nas\nwell\nas\nMeta\nQuest.\nAnd\nas\nwe\nlook\nt owar ds\nthe\nholida ys,\nwe\noff er\nthe\nbest\nv", "start_char_idx": 1076, "end_char_idx": 2182, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0649f1d2-8497-4bec-9a77-0171438c83a5": {"__data__": {"id_": "0649f1d2-8497-4bec-9a77-0171438c83a5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "33461e9a-2441-423f-92aa-f9e9bfb59615", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "d9842dcef6ae3ae90aeb66c0531e3be567a91f6cc9951d42175ff9fa8de38909", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "613c2b72-5d77-4bce-be5d-e8367effc06a", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "b03b896793514b576a2bdbd9d3956aba6718ee80c3389360748d71c30b337145", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "afba1268-cc63-4d56-96c3-f934fe1f8a7c", "node_type": "1", "metadata": {}, "hash": "0a507738b48d6ef802c67e88e99ebfede331c5635baa336267bb6844a191da2f", "class_name": "RelatedNodeInfo"}}, "hash": "27961b3e501a3cb5236a3ebb8f807ac7c140ba260eba155db87b4a15094758de", "text": "owar ds\nthe\nholida ys,\nwe\noff er\nthe\nbest\nv alue\nin\ngaming\nwith\nGame\nP ass\nand\nXbo x\nSeries\nS,\nnearly\nhalf\nof\nthe\nSeries\nS\nbuy ers\nar e\nnew\nt o\nour\necosystem.\nIn\nclosing,\nin\na\nworld\nfacing\nincr easing\nheadwinds,\ndigital\ntechnology\nis\nthe\nultimate\ntailwind.\nAnd\nwe 'r e\ninno v ating\nacr oss\nthe\nentir e\ntech\nstack\nt o\nhelp\ne v er y\nor ganization,\nwhile\nalso\nfocusing\nintensely\non\nour\noper ational\nex cellence\nand\nex ecution\ndiscipline.\nWith\nthat,\nI'll\nhand\nit\no v er\nt o\nAmy .\nA my\nHood", "start_char_idx": 2139, "end_char_idx": 2624, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "afba1268-cc63-4d56-96c3-f934fe1f8a7c": {"__data__": {"id_": "afba1268-cc63-4d56-96c3-f934fe1f8a7c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1d5bee0a-d5e1-43db-aaee-07f92c28f2c5", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "fc6f53bd5c95003bbaf86eed5f4fd8335a18a516d8e0dcb159d9785c4003a971", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "0649f1d2-8497-4bec-9a77-0171438c83a5", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "27961b3e501a3cb5236a3ebb8f807ac7c140ba260eba155db87b4a15094758de", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ac0ec4ea-0b70-4680-98f2-670ecbbdb3ca", "node_type": "1", "metadata": {}, "hash": "098e3bd038def187b5f6639495a3b6125beee8cd400d7de18950407e489e1018", "class_name": "RelatedNodeInfo"}}, "hash": "0a507738b48d6ef802c67e88e99ebfede331c5635baa336267bb6844a191da2f", "text": "Thank\ny ou,\nSaty a,\nand\ngood\nafternoon,\ne v er y one.\nOur\n\ufb01rst\nquar ter\nr e v enue\nwas\n$50.1\nbillion,\nup\n11%\nand\n16%\nin\nconstant\ncurr ency .\nEarnings\nper\nshar e\nwas\n$2.35,\nincr eased\n4%\nand\n11%\nin\nconstant\ncurr ency\nwhen\nadjusted\nfor\nthe\nnet\ntax\nbene\ufb01t\nfor\nthe\n\ufb01rst\nquar ter\nof\n\ufb01scal\ny ear\n2022.\nDriv en\nb y\nstr ong\nex ecution\nin\na\ndynamic\nenvir onment,\nwe\ndeliv er ed\na\nsolid\nstar t\nt o\nour\n\ufb01scal\ny ear ,\nin\nline\nwith\nour\nexpectations\ne v en\nas\nwe\nsaw\nmany\nof\nthe\nmacr o\ntr ends\nfr om\nthe\nend\nof\nthe\nfour th\nquar ter\ncontinued\nt o\nweak en\nthr ough\nQ1.\nIn\nour\nconsumer\nbusiness,\nPC\nmark et\ndemand\nfur ther\ndeterior ated\nin\nSeptember ,\nwhich\nimpacted\nour\nWindows\nOEM\nand\nSur face\nbusinesses.\nAnd\nr eductions\nin\ncust omer\nadv er tising\nspend,\nwhich\nalso\nweak ened\nlater\nin\nthe\nquar ter ,\nimpacted\nsear ch\nand\nnews\nadv er tising\nand\nLink edIn\nMark eting\nSolutions.\nAs\ny ou\nhear d\nfr om\nSaty a,\nin\nour\ncommer cial\nbusiness,\nwe\nsaw\nstr ong\no v er all\ndemand\nfor\nour\nMicr osoft\ncloud\noff erings\nwith\na\ngr owth\nof\n31%\nin\nconstant\ncurr ency\nas\nwell\nas\nshar e\ngains\nacr", "start_char_idx": 0, "end_char_idx": 1060, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ac0ec4ea-0b70-4680-98f2-670ecbbdb3ca": {"__data__": {"id_": "ac0ec4ea-0b70-4680-98f2-670ecbbdb3ca", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1d5bee0a-d5e1-43db-aaee-07f92c28f2c5", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "fc6f53bd5c95003bbaf86eed5f4fd8335a18a516d8e0dcb159d9785c4003a971", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "afba1268-cc63-4d56-96c3-f934fe1f8a7c", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "0a507738b48d6ef802c67e88e99ebfede331c5635baa336267bb6844a191da2f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7d963d74-da6d-46ee-87d1-cbb985e346db", "node_type": "1", "metadata": {}, "hash": "0638f5ea81fb3c8273526fe06cc24b5853b613c67fc2398fbee962e891fc5a1a", "class_name": "RelatedNodeInfo"}}, "hash": "098e3bd038def187b5f6639495a3b6125beee8cd400d7de18950407e489e1018", "text": "ency\nas\nwell\nas\nshar e\ngains\nacr oss\nmany\nbusinesses.\nCommer cial\nbookings\ndeclined\n3%\nand\nincr eased\n16%\nin\nconstant\ncurr ency\non\na\n\ufb02at\nexpir y\nbase.\nEx cluding\nthe\nFX\nimpact,\ngr owth\nwas\ndriv en\nb y\nstr ong\nr enewal\nex ecution,\nand\nwe\ncontinue\nt o\nsee\ngr owth\nin\nthe\nnumber\nof\nlar ge\nlong-term\nA zur e\nand\nMicr osoft\n365\ncontr acts\nacr oss\nall\ndeal\nsiz es.\nMor e\nthan\nhalf\nof\nthe\n$10\nmillion\nplus\nMicr osoft\n365\nbookings\ncame\nfr om\nE5.\nCommer cial\nr emaining\nper formance\nobligation\nincr eased\n31%\nand\n34%\nin\nconstant\ncurr ency\nt o\n$180\nbillion.\nRoughly\n45%\nwill\nbe\nr ecogniz ed\nin\nr e v enue\nin\nthe\nnext\n12\nmonths,\nup\n23%\ny ear-o v er-y ear .\nThe\nr emaining\npor tion,\nwhich\nwe\nr ecogniz ed\nbe y ond\nthe\nnext\n12\nmonths,\nincr eased\n38%\ny ear-o v er-y ear ,\nand\nour\nannuity\nmix\nincr eased\none\npoint\ny ear-o v er-y ear\nt o\n96%.\nFX\nimpacted\ncompany\nr esults\nin\nline\nwith\nexpectations.\nWith\nthe\nstr onger\nUS\ndollar ,\nFX\ndecr eased\nt otal\ncompany\nr e v enue\nb y\n\ufb01v e\npoints,\nand\nat\nthe\nsegment\nle v el,\nFX\ndecr eased\npr oductivity\nand\nbusiness\npr ocesses\nand\nintelligent\ncloud\nr e v enue\ngr owth\nb", "start_char_idx": 1028, "end_char_idx": 2121, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7d963d74-da6d-46ee-87d1-cbb985e346db": {"__data__": {"id_": "7d963d74-da6d-46ee-87d1-cbb985e346db", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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e\npersonal\ncomputing\nr e v enue\ngr owth\nb y\nthr ee\npoints.\nAdditionally ,\nFX\ndecr eased\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\nthr ee\npoints.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\ntwo\npoints\ny ear-o v er-y ear\nt o\n73%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\nfor\nuseful\nliv es,\nMicr osoft\ncloud\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\none\npoint\ndriv en\nb y\nsales\nmix\nshift\nt o\nA zur e\nand\nlower\nA zur e\nmar gin,\nprimarily\ndue\nt o\nhigher\nener gy\ncosts.\nCompany\ngr oss\nmar gin\ndollars\nincr eased\n9%\nand\n16%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\nslightly\ny ear-o v er-y ear\nt o\n69%,\nex cluding\nthe\nimpact\nof\nthe\nlatest\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n3", "start_char_idx": 2103, "end_char_idx": 2919, "text_template": "{metadata_str}\n\n{content}", "metadata_template": 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"metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "0638f5ea81fb3c8273526fe06cc24b5853b613c67fc2398fbee962e891fc5a1a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fadcbec4-2101-4f57-88f2-5b4d6d64d47d", "node_type": "1", "metadata": {}, "hash": "75aaed73d7652cd93e28483e50e3d5f2d0c7f41930b80f4fbc2be12caaf42dee", "class_name": "RelatedNodeInfo"}}, "hash": "338e37fe14c6f77a6c31032819fd95e006d136223a27a504e111099fad859ba1", "text": "points,\ndriv en\nb y\nsales\nmix\nshift\nt o\ncloud,\nthe\nlower\nA zur e\nmar gin\nnoted\nearlier\nand\nNuance.\nOper ating\nexpense\nincr eased\n15%\nand\n18%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ninv estments\nin\ncloud\nengineering,\nLink edIn,\nNuance\nand\ncommer cial\nsales.\nA t\na\nt otal\ncompany\nle v el,\nheadcount\ngr ew\n22%\ny ear-o v er-y ear ,\nas\nwe\ncontinue\nt o\ninv est\nin\nk e y\nar eas\njust\nmentioned,\nas\nwell\nas\ncust omer\ndeplo yment.\nHeadcount\ngr owth\nincluded\nr oughly\n6\npoints\nfr om\nthe\nNuance\nand\nXandr\nacquisitions,\nwhich\nclosed\nlast\nQ3\nand\nQ4,\nr espectiv ely .\nOper ating\nincome\nincr eased\n6%\nand\n15%\nin\nconstant\ncurr ency ,\nand\noper ating\nmar gins\ndecr eased\nr oughly\n2\npoints\ny ear-o v er-y ear\nt o\n43%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\noper ating\nmar gins\ndeclined\nr oughly\n4\npoints\ny ear-o v er-y ear\ndriv en\nb y\nsales\nmix\nshift\nt o\ncloud,\nunfa v or able\nFX\nimpact,\nNuance\nand\nthe\nlower\nA zur e\nmar gin\nnoted\nearlier .\nNow\nt o\nour\nsegment\nr esults.\nRe v enue\nfr om\npr oductivity\nand\nbusiness\npr ocesses\nwas\n$16.5\nbillion\nand\ngr ew\n9%\nand\n15%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\nwith\nbetter-than-expected\nr", "start_char_idx": 0, "end_char_idx": 1135, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": 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Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "338e37fe14c6f77a6c31032819fd95e006d136223a27a504e111099fad859ba1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "05c748fa-8a7a-486a-ba4b-87baccd4579b", "node_type": "1", "metadata": {}, "hash": "dcd147e36a003a84e0c727c87d5529849dd8552d3854af3f12e4e94c1f2339c1", "class_name": "RelatedNodeInfo"}}, "hash": "75aaed73d7652cd93e28483e50e3d5f2d0c7f41930b80f4fbc2be12caaf42dee", "text": "ency ,\nahead\nof\nexpectations,\nwith\nbetter-than-expected\nr esults\nin\nO\ufb03ce\ncommer cial\nand\nLink edIn.\nO\ufb03ce\ncommer cial\nr e v enue\ngr ew\n7%\nand\n13%\nin\nconstant\ncurr ency .\nO\ufb03ce\n365\ncommer cial\nr e v enue\nincr eased\n11%\nand\n17%\nin\nconstant\ncurr ency ,\nslightly\nbetter\nthan\nexpected,\nwith\nthe\nstr ong\nr enewal\nex ecution\nnoted\nearlier .\nGr owth\nwas\ndriv en\nb y\ninstalled\nbase\nexpansion\nacr oss\nall\nworkloads\nand\ncust omer\nsegments,\nas\nwell\nas\nhigher\nARPU\nfr om\nE5.\nDemand\nfor\nsecurity ,\ncompliance\nand\nv oice\nv alue\nin\nMicr osoft\n365\ndr o v e\nstr ong\nE5\nmomentum\nagain\nthis\nquar ter .\nP aid\nO\ufb03ce\n365\ncommer cial\nseats\ngr ew\n14%\ny ear-o v er-y ear ,\ndriv en\nb y\nour\nsmall\nand\nmedium\nbusiness\nand\nfr ontline\nwork er\noff erings,\nalthough\nwe\nsaw\na\ncontinued\nimpact\nof\nnew\ndeal\nmoder ation\noutside\nof\nE5.\nO\ufb03ce\nconsumer\nr e v enue\ngr ew\n7%\nand\n11%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ncontinued\nmomentum\nin\nMicr osoft\n365\nsubscriptions,\nwhich\ngr ew\n13%\nt o\n$61.3\nmillion.\nDynamics\nr e v enue\ngr ew\n15%\nand\n22%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nDynamics\n365,\nwhich\ngr ew\n24%\nand\n32%\nin\nconstant\ncurr ency .\nLink edIn\nr", "start_char_idx": 1078, "end_char_idx": 2185, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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"{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "643448b1-8c15-43dd-baf2-dc49a2f51148": {"__data__": {"id_": "643448b1-8c15-43dd-baf2-dc49a2f51148", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "feea9468-3023-4825-9f13-e193469c2bed", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "0309acc71f6fa6dc459033c29a6ab0e49804e097beda0a4b18ca0b16d331b566", "class_name": "RelatedNodeInfo"}, "2": {"node_id": 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o\nthe\nlatest\nchange\nin\naccounting\nestimate.\nNext,\nthe\nIntelligent\nCloud\nsegment.\nRe v enue\nwas\n$20.3\nbillion,\nincr easing\n20%\nand\n26%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations.\nOv er all,\nser v er\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n22%\nand\n28%\nin\nconstant\ncurr ency .\nA zur e\nand\nother\ncloud\nser vices\nr e v enue\ngr ew\n35%\nand\n42%\nin\nconstant\ncurr ency ,\nabout\n1\npoint\nlower\nthan\nexpected,\ndriv en\nb y\nthe\ncontinued\nmoder ation\nin\nA zur e\nconsumption\ngr owth,\nas\nwe\nhelp\ncust omers\noptimiz e\ncurr ent\nworkloads\nwhile\nthe y\nprioritiz e\nnew\nworkloads.\nIn\nour\nper\nuser\nbusiness,\nthe\nenterprise\nmobility\nand\nsecurity\ninstalled\nbase\ngr ew\n18%\nt o\no v er\n232\nmillion\nseats,\nwith\ncontinued\nimpact\nfr om\nthe\nnew\ndeal\nmoder ation\nnoted\nearlier .\nIn\nour\non-pr emises\nser v er\nbusiness,\nr e v enue\nwas\n\ufb02at,\nand\nincr eased\n4%\nin\nconstant\ncurr ency ,\nslightly\nahead\nof\nexpectations,\ndriv en\nb", "start_char_idx": 0, "end_char_idx": 1201, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5746691d-f567-41ab-8d31-414a02231164": {"__data__": {"id_": "5746691d-f567-41ab-8d31-414a02231164", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "feea9468-3023-4825-9f13-e193469c2bed", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": 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vices.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n20%\nand\n26%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\nslightly .\nEx cluding\nthe\nimpact\nof\nthe\nlatest\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndeclined\nr oughly\nthr ee\npoints,\ndriv en\nb y\nsales\nmix\nshift\nt o\nA zur e\nand\nhigher\nener gy\ncosts\nimpacting\nA zur e\nmar gins.\nOper ating\nexpenses\nincr eased\n25%\nand\n28%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\neight\npoints\nof\nimpact\nfr om\nNuance.\nAnd\noper ating\nincome\ngr ew\n17%\nand\n25%\nin\nconstant\ncurr ency\nwith\nr oughly\nnine\npoints\nof\nfa v or able\nimpact\nfr om\nthe\nlatest\nchange\nin\naccounting\nestimate.\nNow\nt o\nmor e\nP ersonal\nComputing.\nRe v enue\ndecr eased\nslightly\ny ear-o v er-y ear\nt o\n$13.3\nbillion\nand\ngr ew\n3%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations\no v er all,\nbut\nwith\nOEM\nand\nSur face\nweakness\noffset\nb y\nupside\nin\ngaming\nconsoles.\nWindows\nOEM\nr e v enue\ndecr eased\n15%\ny ear-o v er-y ear .\nEx", "start_char_idx": 1153, "end_char_idx": 2369, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "787b1648-88b1-4099-afb9-9f17de4a8ee2": {"__data__": {"id_": "787b1648-88b1-4099-afb9-9f17de4a8ee2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "feea9468-3023-4825-9f13-e193469c2bed", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q1 2023 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ew\n2%\nand\n8%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations,\ndriv en\nb y\nthe\nimpact\nof\na\nlar ge\nHollands\ndeal,\npar tially\noffset\nb y\nlow\ndouble-digit\ndeclines\nin\nconsumer\nSur face\nsales.", "start_char_idx": 2322, "end_char_idx": 2732, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1678e614-f531-4da8-b20e-dbcbc1f3c0f1": {"__data__": {"id_": "1678e614-f531-4da8-b20e-dbcbc1f3c0f1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4cd02a54-db31-4126-a0d7-a475cc3f2655", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "492a63a967d22315235645537e20b721046927e6649e396bdb1bf7a68d0b53fe", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "787b1648-88b1-4099-afb9-9f17de4a8ee2", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "716f0a746ab616faa591afe89fce8934c428657703333effe2d02ae03131dac4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "32502d67-21e4-407e-b135-eb1a61c20e9a", "node_type": "1", "metadata": {}, "hash": "07c35c6b13799cf8a2d8836c6470777b30aafe40d2b28403798e5b36f3cb1186", "class_name": "RelatedNodeInfo"}}, "hash": "a67261934d24db5ea11c39b32015b4235c3cf58f72a784bd9397543f59654c26", "text": "Windows\nCommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\ngr ew\n8%\nand\n15%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations,\ndriv en\nb y\ndemand\nfor\nMicr osoft\n365\nE5\nnoted\nearlier .\nSear ch\nand\nnews\nadv er tising\nr e v enue,\nex\nT A C,\nincr eased\n16%\nand\n21%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations,\nbene\ufb01ting\nfr om\nan\nincr ease\nin\nsear ch\nv olumes\nand\nr oughly\n\ufb01v e\npoints\nof\nimpact\nfr om\nXandr\ne v en\nas\nwe\nsaw\nincr eased\nad\nmark et\nheadwinds\nduring\nSeptember .\nE dge\nbr owser\ngained\nshar e\nagain\nthis\nquar ter .\nAnd\nin\ngaming,\nr e v enue\ngr ew\nslightly\nand\nwas\nup\n4%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\ndriv en\nb y\nbetter-than-expected\nconsole\nsales.\nXbo x\nhar dwar e\nr e v enue\ngr ew\n13%\nand\n19%\nin\nconstant\ncurr ency .\nXbo x\ncontent\nand\nser vices\nr e v enue\ndeclined\n3%\nand\nincr eased\n1%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ndeclines\nin\n\ufb01rst-par ty\ncontent\nas\nwell\nas\nin\nthir d-par ty\ncontent\nwher e\nwe\nhad\nlower\nengagement\nhours\nand\nhigher\nmonetization,\npar tially\noffset\nb y\ngr owth\nin\nXbo x\nGame\nP ass\nsubscriptions.\nSegment\ngr oss\nmar gin\ndollars\ndeclined\n9%\nand\n4%\nin\nconstant\ncurr ency ,\nand\ngr", "start_char_idx": 0, "end_char_idx": 1128, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "32502d67-21e4-407e-b135-eb1a61c20e9a": {"__data__": {"id_": "32502d67-21e4-407e-b135-eb1a61c20e9a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4cd02a54-db31-4126-a0d7-a475cc3f2655", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "492a63a967d22315235645537e20b721046927e6649e396bdb1bf7a68d0b53fe", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1678e614-f531-4da8-b20e-dbcbc1f3c0f1", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "a67261934d24db5ea11c39b32015b4235c3cf58f72a784bd9397543f59654c26", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f647b2ea-dc13-4391-8639-d2f06a0fcec1", "node_type": "1", "metadata": {}, "hash": "eeff0167ec6b258707e7daa89f739ff7bff3816e01f52576ba4e31c13cdcacc4", "class_name": "RelatedNodeInfo"}}, "hash": "07c35c6b13799cf8a2d8836c6470777b30aafe40d2b28403798e5b36f3cb1186", "text": "ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n\ufb01v e\npoints\ny ear-o v er-y ear\ndriv en\nb y\nsales\nmix\nshift\nt o\nlower\nmar gin\nbusinesses.\nOper ating\nexpenses\nincr eased\n2%\nand\n5%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nthe\nXandr\nacquisition.\nAnd\noper ating\nincome\ndecr eased\n15%\nand\n9%\nin\nconstant\ncurr ency .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es,\nincluding\n\ufb01nance\nleases\nwer e\n$6.6\nbillion,\nand\ncash\npaid\nfor\nPP&E\nwas\n$6.3\nbillion.\nOur\ndata\ncenter\ninv estments\ncontinue\nt o\nbe\nbased\non\nstr ong\ncust omer\ndemand\nand\nusage\nsignals.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$23.2\nbillion,\ndown\n5%\ny ear-o v er-y ear ,\ndriv en\nb y\nstr ong\ncloud\nbillings\nand\ncollections,\nwhich\nwer e\nmor e\nthan\noffset\nb y\na\ntax\npa yment\nr elated\nt o\nthe\ntr ansf er\nof\nintangible\npr oper ty\ncompleted\nin\nQ1\nof\nFY\n'22.\nF r ee\ncash\n\ufb02ow\nwas\n$16.9\nbillion,\ndown\n10%\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthis\ntax\npa yment,\ncash\n\ufb02ow\nfr om\noper ations\ngr ew\n2%,\nand\nfr ee\ncash\n\ufb02ow\nwas\nr elativ ely\nunchanged\n[indiscernible]\ny ear .\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\n$54\nmillion,\ndriv", "start_char_idx": 1115, "end_char_idx": 2208, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f647b2ea-dc13-4391-8639-d2f06a0fcec1": {"__data__": {"id_": "f647b2ea-dc13-4391-8639-d2f06a0fcec1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4cd02a54-db31-4126-a0d7-a475cc3f2655", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "492a63a967d22315235645537e20b721046927e6649e396bdb1bf7a68d0b53fe", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "32502d67-21e4-407e-b135-eb1a61c20e9a", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "07c35c6b13799cf8a2d8836c6470777b30aafe40d2b28403798e5b36f3cb1186", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f926af17-7076-4d62-aa7f-fd8ddb691abe", "node_type": "1", "metadata": {}, "hash": "b96d76cee404af588fc643009d13f2813ce0ee9fb3a33bca47c0e547553e405a", "class_name": "RelatedNodeInfo"}}, "hash": "eeff0167ec6b258707e7daa89f739ff7bff3816e01f52576ba4e31c13cdcacc4", "text": "ter ,\nother\nincome\nand\nexpense\nwas\n$54\nmillion,\ndriv en\nb y\ninter est\nincome,\nwhich\nwas\nmostly\noffset\nb y\ninter est\nexpense\nand\nnet\nlosses\non\nfor eign\ncurr ency\nr emeasur ement.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o ximately\n19%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$9.7\nbillion\nt o\nshar eholders\nthr ough\nshar e\nr epur chases\nand\ndividends.\nNow ,\nmo ving\nt o\nour\nQ2\noutlook,\nwhich,\nunless\nspeci\ufb01cally\nnoted\nother wise,\nis\non\na\nUS\ndollar\nbasis.\nMy\ncommentar y ,\nfor\nboth\nthe\nfull\ny ear\nand\nnext\nquar ter ,\ndoes\nnot\ninclude\nany\nimpact\nfr om\nA C\n[ph]\ndivision,\nwhich\nwe\nstill\nexpect\nt o\nclose\nb y\nthe\nend\nof\nthe\n\ufb01scal\ny ear .\nFirst,\nFX.\nWith\nthe\nstr onger\nUS\ndollar\nand\nbased\non\ncurr ent\nr ates,\nwe\nnow\nexpect\nFX\nt o\ndecr ease\nt otal\nr e v enue\ngr owth\nb y\nappr o ximately\n\ufb01v e\npoints\nand\nt o\ndecr ease\nt otal", "start_char_idx": 2156, "end_char_idx": 2952, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f926af17-7076-4d62-aa7f-fd8ddb691abe": {"__data__": {"id_": "f926af17-7076-4d62-aa7f-fd8ddb691abe", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "042c943e-4153-4a4a-b71c-1c43f35252ce", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "fe15a88b75bb7f1a31add96a3439662e1fe775464e4c8773665b34184109b1aa", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f647b2ea-dc13-4391-8639-d2f06a0fcec1", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "eeff0167ec6b258707e7daa89f739ff7bff3816e01f52576ba4e31c13cdcacc4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "34723205-e4be-47fd-8b5f-bfbd4986e62a", "node_type": "1", "metadata": {}, "hash": "0284abae274af3856182c9109627e27e86611e5772cce244920345d5afeb277b", "class_name": "RelatedNodeInfo"}}, "hash": "b96d76cee404af588fc643009d13f2813ce0ee9fb3a33bca47c0e547553e405a", "text": "COGS\nand\noper ating\nexpense\ngr owth\nb y\nappr o ximately\nthr ee\npoints.\nWithin\nthe\nsegments,\nwe\nanticipate\nr oughly\nse v en\npoints\nof\nnegativ e\nFX\nimpact\non\nr e v enue\ngr owth\nin\nPr oductivity\nand\nBusiness\nPr ocesses,\nsix\npoints\nin\nIntelligent\nCloud\nand\nthr ee\npoints\nin\nmor e\nP ersonal\nComputing.\nOur\noutlook\nhas\nmany\nof\nthe\ntr ends\nwe\nsaw\nat\nthe\nend\nof\nQ1,\ncontinue\nint o\nQ2.\nIn\nour\nconsumer\nbusiness,\nmaterially\nweak er\nPC\ndemand\nfr om\nSeptember\nwill\ncontinue,\nand\nimpact\nboth\nWindows\nOEM\nand\nSur face\nde vice\nr esults\ne v en\nas\nthe\nWindows\ninstalled\nbase\nand\nusage\ngr ows,\nas\ny ou\nhear d\nfr om\nSaty a.\nAdditionally ,\ncust omers\nfocusing\nour\nadv er tising\nspend\nwill\nimpact\nLink edIn\nand\nSear ch\nand\nNews\nadv er tising\nr e v enue.\nIn\nour\ncommer cial\nbusiness,\ndemand\nfor\nour\ndiff er entiated\nhybrid\nand\ncloud\noff erings,\nt ogether\nwith\nconsistent\nex ecution,\nshould\ndriv e\nhealthy\ngr owth\nacr oss\nthe\nMicr osoft\nCloud.\nIn\ncommer cial\nbookings,\ncontinued\nstr ong\nex ecution\nacr oss\ncor e\nannuity\nsales\nmotions\nand\ncommitments\nt o\nour\nplatform\nshould\ndriv e\nsolid\ngr owth\non\na\nmoder ately\ngr owing\nexpir y\nbase\nagainst\na\nstr ong\nprior\ny ear\ncompar able,\nwhich\nincluded\na\nsigni\ufb01cant\nv", "start_char_idx": 0, "end_char_idx": 1183, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "34723205-e4be-47fd-8b5f-bfbd4986e62a": {"__data__": {"id_": "34723205-e4be-47fd-8b5f-bfbd4986e62a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "042c943e-4153-4a4a-b71c-1c43f35252ce", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "fe15a88b75bb7f1a31add96a3439662e1fe775464e4c8773665b34184109b1aa", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f926af17-7076-4d62-aa7f-fd8ddb691abe", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "b96d76cee404af588fc643009d13f2813ce0ee9fb3a33bca47c0e547553e405a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f18924e5-8830-48d2-8e5f-f93595467ab8", "node_type": "1", "metadata": {}, "hash": "9d59b79a3516a9f9f12899a2b83012a2a3f5658a4f0df939989f719ec44f5d88", "class_name": "RelatedNodeInfo"}}, "hash": "0284abae274af3856182c9109627e27e86611e5772cce244920345d5afeb277b", "text": "ear\ncompar able,\nwhich\nincluded\na\nsigni\ufb01cant\nv olume\nof\nlar ge\nlong-term\nA zur e\ncontr acts.\nAs\na\nr eminder ,\nthe\ngr owing\nmix\nof\nlar ger\nlong-term\nA zur e\ncontr acts\nwhich\nar e\nmor e\nunpr edictable\nin\ntheir\ntiming,\nalwa ys\ndriv es\nincr eased\nquar terly\nv olatility\nin\nour\nbookings\ngr owth\nr ate.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nshould\nbe\nup\nr oughly\none\npoint\ny ear-o v er-y ear ,\ndriv en\nb y\nthe\nlatest\naccounting\nestimate\nchange\nnoted\nearlier .\nEx cluding\nthat\nimpact,\nQ2\ngr oss\nmar gin\nper centage\nwill\ndecr ease\nr oughly\ntwo\npoints\ndriv en\nb y\nlower\nA zur e\nmar gin,\nprimarily\ndue\nt o\nhigher\nener gy\ncost,\nr e v enue\nmix\nshift\nt o\nA zur e\nand\nthe\nimpact\nfr om\nNuance.\nIn\ncapital\nexpenditur es,\nwe\nexpect\na\nsequential\nincr ease\non\na\ndollar\nbasis\nwith\nnormal\nquar terly\nspend\nv ariability\nin\nthe\ntiming\nof\nour\ncloud\ninfr astructur e\nbuild-out.\nNext,\nt o\nsegment\nguidance.\nIn\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n11%\nand\n13%\nin\nconstant\ncurr ency\nor\nUSD16.6\nbillion\nt o\nUSD\n16.9\nbillion.\nIn\nO\ufb03ce\nCommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb", "start_char_idx": 1137, "end_char_idx": 2243, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f18924e5-8830-48d2-8e5f-f93595467ab8": {"__data__": {"id_": "f18924e5-8830-48d2-8e5f-f93595467ab8", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "042c943e-4153-4a4a-b71c-1c43f35252ce", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "fe15a88b75bb7f1a31add96a3439662e1fe775464e4c8773665b34184109b1aa", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "34723205-e4be-47fd-8b5f-bfbd4986e62a", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "0284abae274af3856182c9109627e27e86611e5772cce244920345d5afeb277b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3ffed028-d136-4110-bd8b-bf5f2a64933d", "node_type": "1", "metadata": {}, "hash": "806d1e706cd04d84183047d5e92650bebc53c48a2faf33a7e693ccfd79f07f7c", "class_name": "RelatedNodeInfo"}}, "hash": "9d59b79a3516a9f9f12899a2b83012a2a3f5658a4f0df939989f719ec44f5d88", "text": "e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365,\nwith\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\nARPU\ngr owth\nfr om\nE5.\nW e\nexpect\nO\ufb03ce\n365\nr e v enue\ngr owth\nt o\nbe\nsimilar\nt o\nlast\nquar ter\non\na\nconstant\ncurr ency\nbasis.\nIn\nour\non-pr emises\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nlow\nt o\nmid-30s.\nIn\nO\ufb03ce\nConsumer ,\nwe\nexpect\nr e v enue\nt o\ndecline\nlow\nt o\nmid-single\ndigits\nas\nMicr osoft\n365\nsubscription\ngr owth\nwill\nbe\nmor e\nthan\noffset\nb y\nunfa v or able\nFX\nimpact.\nF or\nLink edIn,\nwe\nexpect\ncontinued\nstr ong\nengagement\non\nthe\nplatform,\nalthough\nr esults\nwill\nbe\nimpacted\nb y\na\nslowdown\nin\nadv er tising\nspend\nand\nhiring,\nr esulting\nin\nmid\nt o\nhigh\nsingle-digit\nr e v enue\ngr owth\nor\nlow\nt o\nmid-teens\ngr owth\nin\nconstant\ncurr ency .", "start_char_idx": 2203, "end_char_idx": 2959, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3ffed028-d136-4110-bd8b-bf5f2a64933d": {"__data__": {"id_": "3ffed028-d136-4110-bd8b-bf5f2a64933d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cd244da5-5e40-4e5c-9580-fd2b30afc28c", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "c635b852de0308c75b5c9276c735925a8cdf6e1ae27af92026217b8a444d6acc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f18924e5-8830-48d2-8e5f-f93595467ab8", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "9d59b79a3516a9f9f12899a2b83012a2a3f5658a4f0df939989f719ec44f5d88", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3da9d8b0-90ad-4ebd-a9bf-e18e2f2b8fc5", "node_type": "1", "metadata": {}, "hash": "e77534a8ab15d4d391f019583715301853d9ac6ed5e78373c7a99e3e3e714a83", "class_name": "RelatedNodeInfo"}}, "hash": "806d1e706cd04d84183047d5e92650bebc53c48a2faf33a7e693ccfd79f07f7c", "text": "And\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nlow\ndouble\ndigits\nor\nthe\nlow\n20s\nin\nconstant\ncurr ency ,\ndriv en\nb y\ncontinued\nshar e\ngains\nin\nDynamics\n365.\nF or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n22%\nand\n24%\nin\nconstant\ncurr ency\nor\nUS$\n21.25\nbillion\nt o\nUS$\n21.55\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur e,\nwhich,\nas\na\nr eminder ,\ncan\nha v e\nquar terly\nv ariability\nprimarily\nfr om\nour\nper-user\nbusiness\nand\nfr om\nin-period\nr ecognition\ndepending\non\nthe\nmix\nof\ncontr acts.\nW e\nexpect\nA zur e\nr e v enue\ngr owth\nt o\nbe\nsequentially\nlower\nb y\nr oughly\n5\npoints\non\na\nconstant\ncurr ency\nbasis.\nA zur e\nr e v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nstr ong\ngr owth\nin\nconsumption,\nwith\nsome\nimpact\nfr om\nthe\nQ1\ntr ends\nnoted\nearlier .\nAnd\nour\nper\nuser\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nthough\nwe\nexpect\nmoder ation\nin\ngr owth\nr ate\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nIn\nour\non-pr emise\nser v er\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nlow\nsingle\ndigits,\nas\ndemand\nfor\nour\nhybrid\nsolutions,\nincluding\nstr", "start_char_idx": 0, "end_char_idx": 1091, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3da9d8b0-90ad-4ebd-a9bf-e18e2f2b8fc5": {"__data__": {"id_": "3da9d8b0-90ad-4ebd-a9bf-e18e2f2b8fc5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cd244da5-5e40-4e5c-9580-fd2b30afc28c", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "c635b852de0308c75b5c9276c735925a8cdf6e1ae27af92026217b8a444d6acc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3ffed028-d136-4110-bd8b-bf5f2a64933d", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "806d1e706cd04d84183047d5e92650bebc53c48a2faf33a7e693ccfd79f07f7c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f9b11552-5694-496b-bca3-67ba37b6230b", "node_type": "1", "metadata": {}, "hash": "3e7189e0cd54f14c6b8e4fb5a46689e39a48f6082d842d7941faa0cad77f0761", "class_name": "RelatedNodeInfo"}}, "hash": "e77534a8ab15d4d391f019583715301853d9ac6ed5e78373c7a99e3e3e714a83", "text": "ong\nannuity\npur chasing\nfr om\nthe\nSQL\nSer v er\n2022\nlaunch,\nwill\nbe\nmor e\nthan\noffset\nb y\nunfa v or able\nFX\nimpact.\nAnd\nin\nEnterprise\nSer vices,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nin\nthe\nlow\nsingle\ndigits,\ndriv en\nb y\nenterprise\nsuppor t.\nIn\nMor e\nP ersonal\nComputing,\nwe\nexpect\nr e v enue\nof\nUS$\n14.5\nbillion\nt o\nUS$\n14.9\nbillion.\nIn\nWindows\nOEM,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nhigh\n30s.\nEx cluding\nthe\nimpact\nfr om\nthe\nWindows\n11\nr e v enue\ndef err al\nlast\ny ear ,\nr e v enue\nwould\ndecline\nmid-30s,\nr e\ufb02ecting\nboth\nPC\nmark et\ndemand\nand\na\nstr ong\nprior\ny ear\ncompar able,\npar ticularly\nin\nthe\ncommer cial\nsegment.\nIn\nDe vices,\nr e v enue\nshould\ndecline\nappr o ximately\n30%,\nagain,\nr oughly\nin\nline\nwith\nthe\nPC\nmark et.\nIn\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices,\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nshould\ndriv e\ngr owth\nin\nthe\nmid-single\ndigits\nor\nlow\ndouble\ndigits\nin\nconstant\ncurr ency .\nSear ch\nand\nnews\nadv er tising,\nex\nT A C,\nshould\ngr ow\nin\nthe\nlow\nt o\nmid-teens,\nr oughly\n6\npoints\nfaster\nthan\no v er all\nsear ch\nand\nnews\nadv er", "start_char_idx": 1092, "end_char_idx": 2187, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f9b11552-5694-496b-bca3-67ba37b6230b": {"__data__": {"id_": "f9b11552-5694-496b-bca3-67ba37b6230b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cd244da5-5e40-4e5c-9580-fd2b30afc28c", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "c635b852de0308c75b5c9276c735925a8cdf6e1ae27af92026217b8a444d6acc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3da9d8b0-90ad-4ebd-a9bf-e18e2f2b8fc5", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "e77534a8ab15d4d391f019583715301853d9ac6ed5e78373c7a99e3e3e714a83", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8ebeda4a-4d6c-447a-aece-1714a0b0e06a", "node_type": "1", "metadata": {}, "hash": "63b74714659e01b98e263a21dfbe9bc960aa933688725a18dd394aa076e17ff1", "class_name": "RelatedNodeInfo"}}, "hash": "3e7189e0cd54f14c6b8e4fb5a46689e39a48f6082d842d7941faa0cad77f0761", "text": "v er all\nsear ch\nand\nnews\nadv er tising\nr e v enue,\ndriv en\nb y\ngr owing\n\ufb01rst-par ty\nr e v enue\nand\nthe\ninclusion\nof\nXandr .\nAnd\nin\ngaming,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nlow\nt o\nmid-teens\nagainst\na\nstr ong\nprior\ny ear\ncompar able.\nThat\nincluded\nse v er al\n\ufb01rst-par ty\ntitle\nlaunches,\npar tially\noffset\nb y\ngr owth\nin\nXbo x\nGame\nP ass\nsubscribers.\nW e\nexpect\nXbo x\ncontent\nand\nser vices\nr e v enue\nt o\ndecline\nin\nthe\nlow\nt o\nmid-teens.", "start_char_idx": 2155, "end_char_idx": 2599, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8ebeda4a-4d6c-447a-aece-1714a0b0e06a": {"__data__": {"id_": "8ebeda4a-4d6c-447a-aece-1714a0b0e06a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "667e2d27-1592-4b53-b64b-cb0265720702", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cf417b7e064d51eab1b711a006a8c0a5d9de725f9d5676ac538b52efa73b339e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f9b11552-5694-496b-bca3-67ba37b6230b", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "3e7189e0cd54f14c6b8e4fb5a46689e39a48f6082d842d7941faa0cad77f0761", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "640cffd1-859f-4b46-8b70-9b8a274a2a98", "node_type": "1", "metadata": {}, "hash": "1835b58bb03ca9b6e270655bc345879fe1bf9a52e8a684b11941df01213ee950", "class_name": "RelatedNodeInfo"}}, "hash": "63b74714659e01b98e263a21dfbe9bc960aa933688725a18dd394aa076e17ff1", "text": "Now\nback\nt o\ncompany\nguidance.\nW e\nexpect\nCOGS\nt o\ngr ow\nbetween\n6%\nand\n7%\nin\nconstant\ncurr ency\nor\nt o\nbe\nbetween\nUS$\n17.4\nbillion\nand\nUS$\n17.6\nbillion,\nand\noper ating\nexpense\nt o\ngr ow\nbetween\n17%\nand\n18%\nin\nconstant\ncurr ency ,\nor\nt o\nbe\nbetween\nUS$\n14.3\nbillion\nand\nUS$\n14.4\nbillion.\nAs\nwe\ncontinue\nt o\nfocus\nour\ninv estment\nin\nk e y\ngr owth\nar eas,\nt otal\nheadcount\ngr owth\nsequentially\nshould\nbe\nminimal.\nOther\nincome\nand\nexpense\nshould\nbe\nr oughly\n$100\nmillion,\nas\ninter est\nincome\nis\nexpected\nt o\nmor e\nthan\noffset\ninter est\nexpense.\nF ur ther\nFX\nand\nequity\nmo v ements\nthr ough\nQ2\nar e\nnot\nr e\ufb02ected\nin\nthis\nnumber .\nAnd\nas\na\nr eminder ,\nwe\nar e\nr equir ed\nt o\nr ecogniz e\nmark-t o-mark et\ngains\nor\nlosses\non\nour\nequity\npor tfolio,\nwhich\ncan\nincr ease\nquar terly\nv olatility .\nAnd\nwe\nexpect\nour\nQ2\neff ectiv e\ntax\nr ate\nt o\nbe\nbetween\n19%\nand\n20%.\nAnd\n\ufb01nally ,\nas\na\nr eminder ,\nfor\nQ2\ncash\n\ufb02ow ,\nwe\nexpect\nt o\nmak e\na\n$2.4\nbillion\ncash\ntax\npa yment\nr elated\nt o\nthe\ncapitalization\nof\nR&D\npr o vision\nenacted\nin\n2017\nT CJ A\nand\neff ectiv", "start_char_idx": 0, "end_char_idx": 1045, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "640cffd1-859f-4b46-8b70-9b8a274a2a98": {"__data__": {"id_": "640cffd1-859f-4b46-8b70-9b8a274a2a98", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "667e2d27-1592-4b53-b64b-cb0265720702", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cf417b7e064d51eab1b711a006a8c0a5d9de725f9d5676ac538b52efa73b339e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8ebeda4a-4d6c-447a-aece-1714a0b0e06a", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "63b74714659e01b98e263a21dfbe9bc960aa933688725a18dd394aa076e17ff1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b8ffa05a-220e-48b2-83fa-e5ec81553a06", "node_type": "1", "metadata": {}, "hash": "a99530c3cfa5d1021d3a1f80e88b0000dd73663b6963909192ffff2dd5b9f8cb", "class_name": "RelatedNodeInfo"}}, "hash": "1835b58bb03ca9b6e270655bc345879fe1bf9a52e8a684b11941df01213ee950", "text": "o vision\nenacted\nin\n2017\nT CJ A\nand\neff ectiv e\nas\nof\nJuly\n1,\n2022.\nNow\nsome\nthoughts\non\nthe\nfull\n\ufb01scal\ny ear .\nFirst,\nFX.\nBased\non\ncurr ent\nr ates,\nwe\nnow\nexpect\na\nr oughly\n\ufb01v e-point\nheadwind\nt o\nfull\ny ear\nr e v enue\ngr owth.\nAnd\nFX\nshould\ndecr ease\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\nappr o ximately\nthr ee\npoints.\nA t\nthe\nt otal\ncompany\nle v el,\nwe\ncontinue\nt o\nexpect\ndouble-digit\nr e v enue\nand\noper ating\nincome\ngr owth\non\na\nconstant\ncurr ency\nbasis.\nRe v enue\nwill\nbe\ndriv en\nb y\nar ound\n20%\nconstant\ncurr ency\ngr owth\nin\nour\ncommer cial\nbusiness,\ndriv en\nb y\nstr ong\ndemand\nfor\nour\nMicr osoft\ncloud\noff erings.\nThat\ngr owth\nwill\nbe\npar tially\noffset\nb y\nthe\nincr eased\ndeclines\nwe\nnow\nsee\nin\nthe\nPC\nmark et.\nWith\nthe\nhigh\nmar gins\nin\nour\nWindows\nOEM\nbusiness\nand\nthe\ncy clical\nnatur e\nof\nthe\nPC\nmark et,\nwe\ntak e\na\nlong-term\nappr oach\nt o\ninv esting\nin\nour\ncor e\nstr ategic\ngr owth\nar eas\nand\nmaintain\nthese\ninv estment\nle v els\nr egar dless\nof\nPC\nmark et\nconditions.\nTher efor e,\nwith\nour\n\ufb01rst\nquar ter\nr esults\nand\nlower\nexpected\nOEM\nr e v", "start_char_idx": 1000, "end_char_idx": 2056, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b8ffa05a-220e-48b2-83fa-e5ec81553a06": {"__data__": {"id_": "b8ffa05a-220e-48b2-83fa-e5ec81553a06", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "667e2d27-1592-4b53-b64b-cb0265720702", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cf417b7e064d51eab1b711a006a8c0a5d9de725f9d5676ac538b52efa73b339e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "640cffd1-859f-4b46-8b70-9b8a274a2a98", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "1835b58bb03ca9b6e270655bc345879fe1bf9a52e8a684b11941df01213ee950", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "084d06dc-b296-439a-bcb9-d4bbbbfa66f2", "node_type": "1", "metadata": {}, "hash": "81636aa9a6db70b48d4b04827ac5b7ac5149c3dec448e203cb6602ef862baade", "class_name": "RelatedNodeInfo"}}, "hash": "a99530c3cfa5d1021d3a1f80e88b0000dd73663b6963909192ffff2dd5b9f8cb", "text": "ter\nr esults\nand\nlower\nexpected\nOEM\nr e v enue\nfor\nthe\nr emainder\nof\nthe\ny ear\nas\nwell\nas\no v er\n$800\nmillion\nof\ngr eater\nthan\nexpected\nener gy\ncost,\nwe\nnow\nexpect\noper ating\nmar gins\nin\nUS\ndollars\nt o\nbe\ndown\nr oughly\na\npoint\ny ear-o v er-y ear .\nOn\na\nconstant\ncurr ency\nbasis,\nex cluding\nthe\nincr emental\nimpact\nof\nthe\nlower\nWindows\nOEM\nr e v enue\nand\nthe\nfa v or able\nimpact\nof\nthe\nlatest\naccounting\nchange,\nwe\ncontinue\nt o\nexpect\nFY\n2023\noper ating\nmar gins\nt o\nbe\nr oughly\n\ufb02at\ny ear-o v er-y ear .\nIn\nclosing,\nin\nthis\nenvir onment,\nit\nis\nmor e\ncritical\nthan\ne v er\nt o\ncontinue\nt o\ninv est\nin\nour\nstr ategic\ngr owth\nmark ets\nsuch\nas\nCloud,\nSecurity ,\nT eams,\nDynamics\n365\nand\nLink edIn\nwher e\nwe\nha v e\noppor tunities\nt o\ncontinue\nt o\ngain\nshar e\nas\nwe\npr o vide\npr oblem\nsolving\ninno v ations\nt o\nour\ncust omers.\nAnd\nwhile\nwe\ncontinue\nt o\nhelp\nour\ncust omers\ndo\nmor e\nwith\nless,\nwe\nwill\ndo\nthe\nsame\ninternally .\nAnd\ny ou\nshould\nexpect\nt o\nsee\nour\noper ating", "start_char_idx": 2015, "end_char_idx": 2978, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "084d06dc-b296-439a-bcb9-d4bbbbfa66f2": {"__data__": {"id_": "084d06dc-b296-439a-bcb9-d4bbbbfa66f2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "bd1dba05-9c20-4808-873f-e7a8d0ffa90f", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "aaedf6210fe36466f22400b9f21dc4100237d7cdd723fd8bf58c65d2387dd630", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b8ffa05a-220e-48b2-83fa-e5ec81553a06", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "a99530c3cfa5d1021d3a1f80e88b0000dd73663b6963909192ffff2dd5b9f8cb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "019e95e7-1e23-4d49-be0d-1ca6f64614ce", "node_type": "1", "metadata": {}, "hash": "19ce3551aff598ed87b6b57579bc4e8f72995e16cb1c5665e5d69c66cde22e64", "class_name": "RelatedNodeInfo"}}, "hash": "81636aa9a6db70b48d4b04827ac5b7ac5149c3dec448e203cb6602ef862baade", "text": "expense\ngr owth\nmoder ate\nmaterially\nthr ough\nthe\ny ear .\nWhile\nwe\nfocus\non\ngr owing\npr oductivity\nof\nthe\nsigni\ufb01cant\nheadcount\ninv estments\nwe 'v e\nmade\no v er\nthe\nlast\ny ear .\nWith\nthat,\nlet' s\ngo\nt o\nQ&A.\nBr ett?\nBr ett\nIv ersen\nThanks,\nAmy .\nW e 'll\nnow\nmo v e\no v er\nt o\nQ&A.\nOut\nof\nr espect\nfor\nothers\nin\nthe\ncall,\nwe\nr equest\nour\npar ticipants\nt o\nplease\nask\nonly\none\nquestion.\nJesse,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\nAbsolutely .\n[Oper at or\nInstructions]\nOur\n\ufb01rst\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nK eith\nW eiss\nwith\nMor gan\nStanle y .\nPlease\npr oceed\nwith\ny our\nquestion.\nK eith\nW eiss\nEx cellent.\nThank\ny ou\nguys\nfor\ntaking\nthe\nquestion,\nand\nimpr essiv e\nr esults\nin\nwhat' s\nob viously\na\nv er y\ndi\ufb03cult\nenvir onment.\nA\nquestion\nfor\nAmy ,\nand\nit\npains\nme\nt o\nask\na\nquestion\nabout\na\nper centage\npoint.\nBut\nI\nthink\nthis\nis\nwhat' s\non\na\nlot\nof\ninv est ors'\nminds.\nThis\nis\ntwo\nquar ters\nin\na\nr ow\nnow\nwher e\nA zur e\nconstant\ncurr ency\ngr owth\ncame\nin\na\nlittle\nbit\nbelow\ny our\nguidance.\nI\nthink\nwhat\ninv est ors\nar e\nworr ying\nabout\nor\nsor", "start_char_idx": 0, "end_char_idx": 1097, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "019e95e7-1e23-4d49-be0d-1ca6f64614ce": {"__data__": {"id_": "019e95e7-1e23-4d49-be0d-1ca6f64614ce", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "bd1dba05-9c20-4808-873f-e7a8d0ffa90f", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "aaedf6210fe36466f22400b9f21dc4100237d7cdd723fd8bf58c65d2387dd630", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "084d06dc-b296-439a-bcb9-d4bbbbfa66f2", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "81636aa9a6db70b48d4b04827ac5b7ac5149c3dec448e203cb6602ef862baade", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5325b5fb-a611-4e9a-97bd-cfd80388484d", "node_type": "1", "metadata": {}, "hash": "e1094dfd644205c9f9bb2b040c2268f83673f80204bda64aa4e269a01778d1e0", "class_name": "RelatedNodeInfo"}}, "hash": "19ce3551aff598ed87b6b57579bc4e8f72995e16cb1c5665e5d69c66cde22e64", "text": "est ors\nar e\nworr ying\nabout\nor\nsor t\nof\nwondering\nabout\nis\nthe\n--\nis\nther e\nan\ninher ent\nv olatility\nin\nthat\nbusiness\nthat' s\njust\nhar der\nt o\nfor ecast?\nAnd\non\na\ngo-for war d\nbasis,\nhow\nshould\nwe\nthink\nabout\nthat\nfor ecast?\nHa v e\ny ou\napplied\nmor e\nconser v atism\nin\nit?\nAnd\nhow\nshould\nwe\nthink\nabout\nA zur e\ngr owth\nlik e\nthe\nglide\npath\nfor\nthe\nwhole\ny ear?\nIf\ny ou\ncould\naddr ess\nthose,\nI\nthink\nit\nwould\nput\na\nlot\nof\ninv est or\nminds\nat\nease.\nA my\nHood\nThanks,\nK eith.\nAnd\nI\ndo\nappr eciate\ny ou\nasking\nabout\nthat\none\npoint,\nbecause\nI\ndo\nknow\nit\nis\na\npoint\nof\nfocus\ne v er y\nquar ter .\nAnd\nwhat\nI\nwould\nsa y\nis\nther e\nis\nsome\ninher ent\nv olatility\nt o\nthat\nnumber .\nA\npoint\nher e\nor\nther e,\ny ou'v e\nhear d\nme\nsa y\nit,\nwe 'v e\nbeen\na\npoint\nbetter ,\nand\ny ou'v e\nhear d\nme\nsa y\nit\nwhen\nwe 'v e\nbeen\na\npoint\nworse.\nAnd\nI\nwant\nt o\nfocus\nmostly\non\nwhat,\nand\nhow\nwe\nsee\nthe\nnumber ,\nwhich\nis\nthat\nit\nis\nstill\na\nv er y\nlar ge\ngr owth\nr ate\nwith\ngr owth\nacr oss\nall\nsegments\nand\nwith\ngr owth\nacr oss\nall\ngeos.\nThat\nwas,\nt", "start_char_idx": 1062, "end_char_idx": 2080, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5325b5fb-a611-4e9a-97bd-cfd80388484d": {"__data__": {"id_": "5325b5fb-a611-4e9a-97bd-cfd80388484d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "bd1dba05-9c20-4808-873f-e7a8d0ffa90f", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "aaedf6210fe36466f22400b9f21dc4100237d7cdd723fd8bf58c65d2387dd630", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "019e95e7-1e23-4d49-be0d-1ca6f64614ce", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "19ce3551aff598ed87b6b57579bc4e8f72995e16cb1c5665e5d69c66cde22e64", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b305f396-1449-4be1-aeb3-1ce3dfa1ade9", "node_type": "1", "metadata": {}, "hash": "cdd71bdf9b1b7b52f27209d08627f29f4253e7e3c228233c5233489ee4f9d83c", "class_name": "RelatedNodeInfo"}}, "hash": "e1094dfd644205c9f9bb2b040c2268f83673f80204bda64aa4e269a01778d1e0", "text": "owth\nacr oss\nall\ngeos.\nThat\nwas,\nt o\nthe\nquestion,\ngener ally\nin\nline\nwith\nwher e\nwe\nexpected.\nAnd\nwhat\nwe\ndid\nsee\nthr ough\nthe\nquar ter\nis\na", "start_char_idx": 2046, "end_char_idx": 2187, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b305f396-1449-4be1-aeb3-1ce3dfa1ade9": {"__data__": {"id_": "b305f396-1449-4be1-aeb3-1ce3dfa1ade9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "300b05f7-a9a1-46f5-92db-487df911736b", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cb69b083b72ddda44c70d08904330202528329e9d2396474364375afafa352c7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5325b5fb-a611-4e9a-97bd-cfd80388484d", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "e1094dfd644205c9f9bb2b040c2268f83673f80204bda64aa4e269a01778d1e0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a54b8ad6-9fec-4e72-9855-4d0e9d13f7f4", "node_type": "1", "metadata": {}, "hash": "f01eb12cba341668eae0e4ea662ea7ebbd27591df35d0f4959fb7ffbbfa6d3f4", "class_name": "RelatedNodeInfo"}}, "hash": "cdd71bdf9b1b7b52f27209d08627f29f4253e7e3c228233c5233489ee4f9d83c", "text": "r eal\nfocus,\nboth\nb y\ncust omers,\nbut\nalso\nb y\nour\nsales\nand\ncust omer\nsuccess\nteams\non\ngoing\npr oactiv ely\nt o\ncust omers\nand\nmaking\nsur e\nwe\nar e\nhelping\nthem\noptimiz e\ntheir\nworkloads.\nAnd\nas\nwe\nwent\nthr ough\nthe\nquar ter\nand\nas,\nof\ncourse,\nthe\nmacr oeconomic\nenvir onment\ngot\nmor e\ncomplicated\nwe\ncontinued\nt o\nfocus\non\nthat,\nbecause\nultimately ,\nthose\noptimizations\nbring\nv alue\ne v en\nas\nbudgets\nar e\nstill\ngr owing\nand\nbudgeted\nspend\nis\nstill\ngr owing.\nAnd\nso\nit' s\nthis\nnuance\nof\ny ou'r e\nstill\nseeing\ndigitization.\nThis\nis\nstill\nthe\ntailwind\nthat\nhelps\ncust omers\nsolv e\npr oblems.\nThis\nis\nstill\nthe\nwa y\nt o\nbuild\ngr owth\nand\nle v er age\nin\ny our\nbusiness,\nand\ny et\ny ou\nstill\nwant\nt o\noptimiz e\ny our\nworkloads,\ny ou\nstill\nwant\nt o\nrun\nthem\nthe\nmost\ne\ufb03ciently\nso\nthat\ny ou\ncan\nthen\nmak e\nr oom\nfor\nnew\nworkload\ngr owth.\nW e\nsaw\nthat\nacr oss\nall\nsegments.\nIf\nther e\nwas\none\nsegment,\nwell,\nI\nma y\nha v e\nseen\nit\na\nbit\nmor e,\nI\nwould\nsa y ,\nin\nthe\nsmall\nor\nmidsiz ed\nsegment\nof\nthe\nmark et\nthat\ntends\nt o\nbe\nmor e\nthr ough\npar tner .\nW e\nr ely\non\npar tners\nt o\nhelp\ncust", "start_char_idx": 0, "end_char_idx": 1078, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a54b8ad6-9fec-4e72-9855-4d0e9d13f7f4": {"__data__": {"id_": "a54b8ad6-9fec-4e72-9855-4d0e9d13f7f4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "300b05f7-a9a1-46f5-92db-487df911736b", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cb69b083b72ddda44c70d08904330202528329e9d2396474364375afafa352c7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b305f396-1449-4be1-aeb3-1ce3dfa1ade9", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cdd71bdf9b1b7b52f27209d08627f29f4253e7e3c228233c5233489ee4f9d83c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "da248364-2a1f-47ae-9f0a-543731c118c4", "node_type": "1", "metadata": {}, "hash": "9da892b60a9e9eb979c1aaded25eb4fb7c89966b5b41d075b8db87b0ca973018", "class_name": "RelatedNodeInfo"}}, "hash": "f01eb12cba341668eae0e4ea662ea7ebbd27591df35d0f4959fb7ffbbfa6d3f4", "text": ".\nW e\nr ely\non\npar tners\nt o\nhelp\ncust omers\ndo\nthose\nsame\noptimizations\nand\npr epar e\nworkloads.\nBut\nit\nis\nthat\none\npoint.\nI\nknow\nthat,\npeople\nar e\nfocused\non.\nBut\nif\ny ou\nstep\nback\nand\nsa y ,\nthis\nis\nhow\ny ou\ndriv e\nultimate\nshar e\ngains\nand\nbuild\ncust omer\nlo y alty\nand\nhelp\ncust omers\ngr ow ,\nI\nthink\nthat\nneeds\nt o\nbe\nthe\nfocus\nof\nour\nteams\ninside\nthe\ncompany\nand\nalso\nthe\npar tners\nthat\nwe\nr ely\non\nt o\nhelp\ncust omers\ndo\nthat\nas\nwell.\nAnd\nso\nas\nI\nlook\nfor war d,\nther e\nis\nsome\ninher ent\nv olatility\nt o\nthis\nnumber .\nAnd\nher e,\nI\nthink\ny ou\nwill\nhear\nus\ntalk\nabout\ncontinuing\nt o\ninv est\nt o\nmak e\nthat\nhappen,\nwhether\nit' s\nin\ncust omer\nsuccess,\nwhether\nit' s\nin\noptimizations,\nwhether\nit' s\nfr ankly\nan\nengineering\nt o\nhelp\npeople\nbe\nable\nt o\ne v en\nha v e\nbetter\nsolutions\nt o\noptimiz e\nagainst.\nI\ndo\nthink\nthat\nwill\nr emain\nt op\nof\nmind\nfor\nus\ne v en\nas\nthis\nr emains\npr obably\nthe\nmost\nex citing\noppor tunity\nin\nT AM\nacr oss\ninfr a,\ndata\nand\nAI\nthat\nexist\nin\ntechnology .\nI\ndon 't\nknow ,\nSaty a,\nif\ny ou...\nSaty a\nNadella\nY eah.\nI\nmean,\nI\nthink\nthat'", "start_char_idx": 1040, "end_char_idx": 2104, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "da248364-2a1f-47ae-9f0a-543731c118c4": {"__data__": {"id_": "da248364-2a1f-47ae-9f0a-543731c118c4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "300b05f7-a9a1-46f5-92db-487df911736b", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cb69b083b72ddda44c70d08904330202528329e9d2396474364375afafa352c7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a54b8ad6-9fec-4e72-9855-4d0e9d13f7f4", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "f01eb12cba341668eae0e4ea662ea7ebbd27591df35d0f4959fb7ffbbfa6d3f4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "594af4fb-36f2-4ffe-839b-a627fb6157bb", "node_type": "1", "metadata": {}, "hash": "5fd1160f991e25933853b2804645cb87720d6c5064c6c9715e2846dc5e5e36e5", "class_name": "RelatedNodeInfo"}}, "hash": "9da892b60a9e9eb979c1aaded25eb4fb7c89966b5b41d075b8db87b0ca973018", "text": "a\nNadella\nY eah.\nI\nmean,\nI\nthink\nthat' s\nthe\nonly\nthing\nI\nwould\nadd,\nAmy ,\nt o\ny our\npoint\nis\nthat\nob viously ,\nour\ninv estment\npr o\ufb01le\nher e\nis\nthat\nthis\nis\nthe\nlar gest\nT AM\nwher e\nwe,\non\na\nlar ge\nnumber ,\nha v e\ngood\ngr owth\nr ates\nwith\nthe\nkind\nof\nv olatility\ny ou'r e\nseeing.\nSo\nwe 'r e\ngoing\nt o\nsta y\nfocused\non\nit.\nAnd\nin\nthis\npar ticular\nperiod,\nI\nthink\nwe\nar e\ngoing\nt o\noptimiz e\nfor\nlong-term\ncust omer\nlo y alty ,\nb y\npr oactiv ely\nhelping\nthem\noptimiz e\ntheir\nspend,\nwhich\nI\nthink\nis\nthe\nright\nthing\nfor\nus\nt o\nbe\ndoing\nas\na\ncompany\nfor\n\u2013\non\nbehalf\nour\nshar eholders\nlong\nterm.\nK eith\nW eiss\nOutstanding.\nThank\ny ou\nguys.", "start_char_idx": 2066, "end_char_idx": 2701, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "594af4fb-36f2-4ffe-839b-a627fb6157bb": {"__data__": {"id_": "594af4fb-36f2-4ffe-839b-a627fb6157bb", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1f23c92e-115f-4bd4-a288-5fe7d292c091", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "383b10a8b03754287433a0c9f78131e2e6f68000adfc55dd0550a326781a6f1d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "da248364-2a1f-47ae-9f0a-543731c118c4", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "9da892b60a9e9eb979c1aaded25eb4fb7c89966b5b41d075b8db87b0ca973018", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ae5d34dc-90c2-4a8c-85d8-cac91c3dda30", "node_type": "1", "metadata": {}, "hash": "5825c5a36c0a53665d8fa40aea0a47eac34fa65e95f30bb1a865221ba1d591fc", "class_name": "RelatedNodeInfo"}}, "hash": "5fd1160f991e25933853b2804645cb87720d6c5064c6c9715e2846dc5e5e36e5", "text": "Br ett\nIv ersen\nThanks,\nK eith.\nJesse,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nMark\nMoer dler\nwith\nBernstein\nResear ch.\nPlease\npr oceed\nwith\ny our\nquestion.\nMark\nMoer dler\nThank\ny ou.\nI' d\nlik e\nt o\nfollow-up\non\nthe\nlast\nquestion\non\nA zur e\nspeci\ufb01cally .\nSo\nnext\nquar ter ,\ny ou'r e\nguiding\nt o\nsequential\nfur ther\nslowing\nin\nthe\nbusiness.\nIs\nthat\nthe\nfact or\nof\noptimization?\nIs\nit\nsomething\nelse\nthat' s\ngoing\non\nin\nher e?\nHow\nshould\nwe\nthink\nabout\nthat\nspeci\ufb01c\ncomponent\nof\nthe\nguidance,\ngiv en\nthe\nfact\nthat\ny ou'v e\ngot\ngood\nbookings,\nstr ong\nRPO\ngr owth,\net\nceter a?\nA my\nHood\nThanks,\nMark.\nI'll\n\u2013\ny ou'r e\nright.\nLet\nme\ngo\nahead\nand\nr eiter ate\npar t\nof\nthat,\nwhich\nis\nthat\nthis\nquar ter ,\nas\ny ou\nsaw ,\nwe\ndid\nha v e\nv er y\ngood\nbookings\ngr owth.\nAnd\nwithin\nthe\nRPO\nnumber\nthat\ny ou'r e\nr ef erring\nt o,\nwe\nhad\nwhat\nwe\nwould\ncall\nlong-dated\ngr owth,\nwhich\nmeans\nwe 'r e\nha ving\nand\nseeing\ncust omers\ncontinue\nt o\nsign\ncommitments\nt o\nthe\nplatform,\nand\nthat\ngoes\nr eally\nt o\nwhat\nSaty a\nmentioned\nis\nthat\nthe\nplans\nt o\ninv est\nher e\nr emain\nintact.\nAnd\nso\nit'", "start_char_idx": 0, "end_char_idx": 1090, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ae5d34dc-90c2-4a8c-85d8-cac91c3dda30": {"__data__": {"id_": "ae5d34dc-90c2-4a8c-85d8-cac91c3dda30", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1f23c92e-115f-4bd4-a288-5fe7d292c091", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "383b10a8b03754287433a0c9f78131e2e6f68000adfc55dd0550a326781a6f1d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "594af4fb-36f2-4ffe-839b-a627fb6157bb", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "5fd1160f991e25933853b2804645cb87720d6c5064c6c9715e2846dc5e5e36e5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "866fd2df-f6f4-44b0-8aa9-05811eb2bde3", "node_type": "1", "metadata": {}, "hash": "013666268bbb20347574fe9bf036cc80f4ace01a2fdc3f2eca82b135622d2b54", "class_name": "RelatedNodeInfo"}}, "hash": "5825c5a36c0a53665d8fa40aea0a47eac34fa65e95f30bb1a865221ba1d591fc", "text": "est\nher e\nr emain\nintact.\nAnd\nso\nit' s\nabout\nboth\nthe\noptimization\nthat\ny ou'r e\ntalking\nabout,\nand\nwe\nar e\nseeing\nand\nthe\nguide\nincludes\nthat,\nand\nit\nalso\nincludes\nnew\nworkload\nstar ting.\nAnd\nthose\nalso\nma y\nnot\nbe\nmatched\nup\none-t o-one\nt o\nsee\nsor t\nof\na\nconsistent\npattern.\nAnd\nthat\ndoes\nr esult\nin\nsome\nv olatility .\nThe\nother\npiece\nof\nit,\nMark\nthat\nwe\ndidn 't\ntalk\non\nbefor e\nbecause\nI\nwas\nr eally\nfocused\non\nconsumption\nis\nthat\nther e\nis\nper\nuser\nheadwinds\nas\nwell,\nright,\nbecause\nwe 'r e\ngetting\nand\nseeing\nsome\nof\nthese\n[loss]\n(ph)\nof\nlar ge\nnumbers\nin\nterms\nof\nthe\nper\nseat\nbusiness.\nSo\nther e ' s\na\ncouple\nof\nthings\ngoing\non\nher e\nMark\nagain,\nas\ny ou\nsaid,\na\nv er y\nlar ge\nbase.\nSo\nit' s\nnot\njust\nthe\noptimization\nt o\nnew\nworkloads.\nIt' s\nalso\nsome\nper\nuser\nwork\nas\nwell.\nMark\nMoer dler\nOka y .\nThank\ny ou.\nI\nappr eciate\nit.\nBr ett\nIv ersen\nThanks,\nMark.\nJesse,\nnext\nquestion\nplease.", "start_char_idx": 1054, "end_char_idx": 1948, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "866fd2df-f6f4-44b0-8aa9-05811eb2bde3": {"__data__": {"id_": "866fd2df-f6f4-44b0-8aa9-05811eb2bde3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0d360f31-adc7-485d-8cb7-9817afa22e10", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "1b549f2af0758ddf34a9ca434998a34be9011f8f44dcf9753d49af2928990fa4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ae5d34dc-90c2-4a8c-85d8-cac91c3dda30", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "5825c5a36c0a53665d8fa40aea0a47eac34fa65e95f30bb1a865221ba1d591fc", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5c42eb6e-69a0-4f78-9d37-60e20317ccfd", "node_type": "1", "metadata": {}, "hash": "de278e4f19ee7b3062b6e197a8352f332ddfc62669113b74377ee9315e92995a", "class_name": "RelatedNodeInfo"}}, "hash": "013666268bbb20347574fe9bf036cc80f4ace01a2fdc3f2eca82b135622d2b54", "text": "Oper at or\nThe\nnext\nquestion\nis\nfr om\nBr ent\nThill\nwith\nJeff eries.\nPlease\npr oceed\nwith\ny our\nquestion.\nBr ent\nThill\nAmy ,\nlast\nquar ter ,\ny ou\ncalled\nout,\nfor\nthe\n\ufb01rst\ntime,\nSMB\nweakness.\nIt\nsounds\nlik e\nthat\ncontinued.\nI\nthink\nmany\nar e\nquestioning\nif\ndid\nthat\nget\nworse\nthis\nquar ter?\nAnd\ndid\ny ou\nsee\nit\n\ufb01lter\nnow\nint o\nthe\nenterprise?\nCan\ny ou\ntalk\nabout\nwhat\ny ou'r e\nseeing\nhigher\nup\nabo v e\nSMB?\nA my\nHood\nThanks,\nBr ent.\nMa ybe\nthis\nis\na\nchance\nt o\ntalk\na\nlittle\nbit\nabout\nMicr osoft\n365.\nI\nthink\nthat' s\na\nplace\nwher e\nwe\ncan\ntalk\nspeci\ufb01cally\nabout\nthe\nSMB\nmark et\nbecause\nwe\ndid\nsee\ncontinued\nimpact\nther e\nin\nQ1,\nalthough\nit\nwas\nnot\ndiff er ent\nthan\nwhat\nwe\nsaw ,\nfr ankly ,\nin\nQ4.\nIn\nMicr osoft\n365,\nwhat\ny ou\nsaw\nwas\nv er y\ngood\nr enewal\nex ecution.\nAnd\nit\nspeaks\nt o,\nI\nthink,\nthe\nv alue\npeople\nar e\nseeing\nin\nMicr osoft\n365.\nW e\nhad\non-time\nr enewals\nthat\nwer e\nfr ankly\nbetter\nin\nQ1\nbased\non\nexpir ations\nthan\nwe 'v e\nseen\na\ny ear\nago.\nSo\ndeals\nar e\nboth\ngetting\ndone\nand\nI\nthink\ngetting\ndone\non\ntime.\nThe y 'r e\ngetting\ndone\nwithin\na\ndiscount\nr", "start_char_idx": 0, "end_char_idx": 1063, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5c42eb6e-69a0-4f78-9d37-60e20317ccfd": {"__data__": {"id_": "5c42eb6e-69a0-4f78-9d37-60e20317ccfd", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0d360f31-adc7-485d-8cb7-9817afa22e10", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "1b549f2af0758ddf34a9ca434998a34be9011f8f44dcf9753d49af2928990fa4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "866fd2df-f6f4-44b0-8aa9-05811eb2bde3", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "013666268bbb20347574fe9bf036cc80f4ace01a2fdc3f2eca82b135622d2b54", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "74e36fb0-217f-4811-bd1a-7fe8d8c1177c", "node_type": "1", "metadata": {}, "hash": "579329f5700698d9d092cef13a27d489036b2a5b3b2f8434aa249fd6cf5652c8", "class_name": "RelatedNodeInfo"}}, "hash": "de278e4f19ee7b3062b6e197a8352f332ddfc62669113b74377ee9315e92995a", "text": "y 'r e\ngetting\ndone\nwithin\na\ndiscount\nr ange\nthat\nwe\nf eel\ngood\nabout.\nThat' s\nconsistent.\nAnd\nwe\nsaw\na\ngood\nupsell\nt o\nE5.\nSo\nif\ny ou\nthink\nabout\nthat\nas\nsor t\nof\nforming\nthe\nbasis\nof\nwhat\nar e\nwe\nseeing\nabo v e\nSMB,\nthat' s\na\ngood\nsummar y .\nWher e\nwe,\nin\nfact,\nsaw\n--\nI\nthink\nwe 'v e\ntalk ed\nabout\nit,\nnew\ndeal\nmoder ation,\nand\nI\nr ef err ed\nt o\nthat,\nfr ankly ,\nin\nQ4\nas\nwell\n--\nit\ntended\nt o\nbe\nin,\nt o\ny our\npoint,\nthe\nsmaller\nend\nof\nthe\nmark et,\nsmall\nt o\nmidsiz ed\ncompanies.\nAnd\nit\nalso\ntended\nt o\nbe\nthr ough\npar tner ,\nwhich\nwe\nhad\ntalk ed\nabout\nbefor e,\nBr ent\na\nlittle\nbit,\nand\nI\nr ef err ed\nt o.\nAnd\nit\ntended\nt o\nbe\nar ound\nselling\nwhat\nis,\nin\nfact,\nsome\nnew\nv alue\nthat\nwe\nput\nint o\nE3.\nSo\nthis\nis\na\nplace\nwher e\nther e\nis\nsome\nmacr o\nimpact,\nbut\nther e ' s\nalso,\nI\nthink,\na\nbetter\njob\nwe\ncan\ndo\nin\nour\nE3\nSKU,\nwhich\nis\nr eally\na\ncor e\nv alue\npr oposition.\nW e\nadded\na\nlot\nof\nv alue\nt o\nthat\nSKU\nin\nQ4\nin\nterms\nof\nsecurity\nand\naut o\n[packaging]\n(ph)\nfor\nWindows.\nIt' s\na\ngr eat\nv", "start_char_idx": 1024, "end_char_idx": 2019, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "74e36fb0-217f-4811-bd1a-7fe8d8c1177c": {"__data__": {"id_": "74e36fb0-217f-4811-bd1a-7fe8d8c1177c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0d360f31-adc7-485d-8cb7-9817afa22e10", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "1b549f2af0758ddf34a9ca434998a34be9011f8f44dcf9753d49af2928990fa4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5c42eb6e-69a0-4f78-9d37-60e20317ccfd", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "de278e4f19ee7b3062b6e197a8352f332ddfc62669113b74377ee9315e92995a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5da75841-69c7-4d09-9449-3f842cef9416", "node_type": "1", "metadata": {}, "hash": "6b4ec86a886dcbc12cebafa777cfe3f60295c7763d70df6ebf10f57ac509fa69", "class_name": "RelatedNodeInfo"}}, "hash": "579329f5700698d9d092cef13a27d489036b2a5b3b2f8434aa249fd6cf5652c8", "text": "s\na\ngr eat\nv alue\nin\nthe\nsame\nwa y\nE5\nis.\nW e\nlanded\nE5\nr eally\nwell.\nW e 'v e\ngot\nsome\nwork\nt o\ndo\non\nlanding\nE3.\nSo\nther e\nis\nsome\nmacr o,\nseems\npr etty\nconsistent,\nfr ankly ,\nmor e\nthan\ninconsistent\nwith\nwhat\nwe\nsaw .\nAnd\nther e\nis\nsome\nex ecution\nthat,\nI\nthink,\nfr ankly ,\nwe\ncan\nget\nbetter\nat\nas\nwell.\nBr ent\nThill\nThank\ny ou.\nBr ett\nIv ersen", "start_char_idx": 2007, "end_char_idx": 2354, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5da75841-69c7-4d09-9449-3f842cef9416": {"__data__": {"id_": "5da75841-69c7-4d09-9449-3f842cef9416", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "72ff5f58-50ec-4941-a0ab-29213c096f92", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "51f3793a8b4e0618339c767ee5be404fe08f238f243336a3c9372fcfda8e58f2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "74e36fb0-217f-4811-bd1a-7fe8d8c1177c", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "579329f5700698d9d092cef13a27d489036b2a5b3b2f8434aa249fd6cf5652c8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a58a4d7c-fbc9-4215-b4a1-85eec7cfe6de", "node_type": "1", "metadata": {}, "hash": "8c5f579031bde176bceba3cc49dccd2a0aebc4b6a4679af062f42f6f31fbc3f8", "class_name": "RelatedNodeInfo"}}, "hash": "6b4ec86a886dcbc12cebafa777cfe3f60295c7763d70df6ebf10f57ac509fa69", "text": "Thanks,\nBr ent.\nJesse,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nMark\nMurphy\nwith\nJPMor gan.\nPlease\npr oceed\nwith\ny our\nquestion.\nMark\nMurphy\nY es.\nThank\ny ou,\nv er y\nmuch.\nSaty a,\nthis\nquar ter ,\nwe 'r e\nseeing\nan\nin\ufb02ection\nin\nmany\nof\ny our\nAI\nbr eakthr oughs,\nthinking\nof\nGitHub\nCopilot\nand\nthe\nimage\ngener ation\nin\ny our\ndesigner\npr oduct.\nWhat\nis\nit\nthat' s\nenabling\ny ou\nt o\ninno v ate\nso\nr apidly\nand\nessentially\nt o\nbe\n\ufb01rst\nt o\nmark et?\nI' m\nwondering\nif\nit\u2019 s\nthe\nOpenAI\nr elationship\nor\nma ybe\nsome\nof\ny our\ninf er encing\ncapabilities\nor\nsomething\nelse?\nAnd\nthen\nas\na\nquick\nfollow-up,\nAmy ,\ny ou\ndid\nmention\nthe\nlower\nmar gins\nin\nA zur e\ndue\nt o\nthe\nhigher\nener gy\ncosts.\nAr e\ny ou\ninf erring\nthat\nwe\ncan\nkind\nof\ndimensionaliz e\nthat\nincr emental\nimpact\nat\nsomething\nlik e\n$200\nmillion\nper\nquar ter?\nAnd\nthen,\nis\nther e\nanything\ny ou\ncan\ndo\nt o\ntr y\nt o\nmanage\nthat\nthr ough\nthis\nperiod?\nSaty a\nNadella\nThanks\nfor\nthe\nquestion.\nFirst,\ny es,\nthe\nOpenAI\npar tnership\nis\na\nv er y\ncritical\npar tnership\nfor\nus.\nP erhaps,\nit' s\nsor t\nof\nimpor tant\nt", "start_char_idx": 0, "end_char_idx": 1078, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a58a4d7c-fbc9-4215-b4a1-85eec7cfe6de": {"__data__": {"id_": "a58a4d7c-fbc9-4215-b4a1-85eec7cfe6de", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "72ff5f58-50ec-4941-a0ab-29213c096f92", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "51f3793a8b4e0618339c767ee5be404fe08f238f243336a3c9372fcfda8e58f2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5da75841-69c7-4d09-9449-3f842cef9416", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "6b4ec86a886dcbc12cebafa777cfe3f60295c7763d70df6ebf10f57ac509fa69", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "53803504-cbd3-44e4-9f44-26c41de7f269", "node_type": "1", "metadata": {}, "hash": "cd21400474134543a379d1fa50c807591ee09fae0dfc503e06e64ca2b2fc9aa1", "class_name": "RelatedNodeInfo"}}, "hash": "8c5f579031bde176bceba3cc49dccd2a0aebc4b6a4679af062f42f6f31fbc3f8", "text": "erhaps,\nit' s\nsor t\nof\nimpor tant\nt o\ncall\nout\nthat\nwe\nbuilt\nthe\nsuper computing\ncapability\ninside\nof\nA zur e,\nwhich\nis\nhighly\ndiff er entiated,\nthe\nwa y\ncomputing\nthe\nnetwork,\nin\npar ticular ,\ncome\nt ogether\nin\nor der\nt o\nsuppor t\nthese\nlar ge-scale\ntr aining\nof\nthese\nplatform\nmodels\nor\nfoundation\nmodels\nhas\nbeen\nv er y\ncritical.\nThat' s\nwhat' s\ndriv en,\nin\nfact,\nthe\npr ogr ess\nOpenAI\nhas\nbeen\nmaking.\nAnd\nof\ncourse,\nwe\nthen\npr oductiz ed\nit\nas\npar t\nof\nA zur e\nOpenAI\nser vices.\nAnd\nthat' s\nwhat\ny ou'r e\nseeing\nboth\nbeing\nused\nb y\nour\nown\n\ufb01rst-par ty\napplications,\nwhether\nit' s\nthe\nGitHub\nCopilot\nor\nDesign\ne v en\ninside\nmatch.\nAnd\nthen,\nof\ncourse,\nthe\nthir d\npar ties\nlik e\nMattel.\nAnd\nso,\nwe 'r e\nv er y\nex cited\nabout\nthat.\nW e\nha v e\na\nlot\nsor t\nof\nmor e\nsor t\nof\ntalk\nabout\nwhen\nit\ncomes\nt o\nGitHub\nuniv erse.\nI\nthink\ny ou'll\nsee\nmor e\nadv ances\non\nthe\nGitHub\nCopilot,\nwhich\nis\noff\nt o\na\nfantastic\nstar t.\nBut\no v er all,\nthis\nis\nan\nar ea\nof\nhuge\ninv estment.\nThe\nAI\ncomment\nclearly\nhas\narriv ed.\nAnd\nit' s\ngoing\nt o\nbe\npar t\nof\ne v er y\npr oduct,\nwhether\nit' s,\nin\nfact,\ny ou\nmentioned\nP", "start_char_idx": 1043, "end_char_idx": 2143, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "53803504-cbd3-44e4-9f44-26c41de7f269": {"__data__": {"id_": "53803504-cbd3-44e4-9f44-26c41de7f269", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": 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"6459af8994fe64eaa2fb78c7bced7f5f09f64510bfdeb6565f0710bfd9fa8e04", "class_name": "RelatedNodeInfo"}}, "hash": "cd21400474134543a379d1fa50c807591ee09fae0dfc503e06e64ca2b2fc9aa1", "text": "oduct,\nwhether\nit' s,\nin\nfact,\ny ou\nmentioned\nP ower\nPlatform,\nbecause\nthat' s\nanother\nar ea\nwe\nar e\ninno v ating\nin\nterms\nof\ncorpor ate\nall\nof\nthese\nAI\nmodels.", "start_char_idx": 2096, "end_char_idx": 2256, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5e23d304-74c3-4f0d-82b8-6e9eed8280c7": {"__data__": {"id_": "5e23d304-74c3-4f0d-82b8-6e9eed8280c7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "7a3d0678-6664-4201-ae24-185cbafc508e", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "92ec7ebdb723bb6f187095d215b7d768814f5163b640e4a929bb393a7730340b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "53803504-cbd3-44e4-9f44-26c41de7f269", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "cd21400474134543a379d1fa50c807591ee09fae0dfc503e06e64ca2b2fc9aa1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8609d943-4193-4f49-bb69-bf32a9441a7a", "node_type": "1", "metadata": {}, "hash": "1f37562f7b15338ccde7172eba701b13c8ff715b0e9a70959cc1209426c8552a", "class_name": "RelatedNodeInfo"}}, "hash": "6459af8994fe64eaa2fb78c7bced7f5f09f64510bfdeb6565f0710bfd9fa8e04", "text": "So,\ny es,\nso\nI\nthink\nAI\nis\na\nplace\nwher e\nI\nthink\nwe\nha v e\ndiff er entiated\ncapability\nat\nan\ninfr astructur e\nla y er\nfor\ntr aining\nand\ninf er ence\nand\nthe\nmodel\nthat\nsells\nor\nplatforms\nfor\nthir d\npar ties\nand\nour\n\ufb01rst-par ty\napplications\nar e\ngetting\nbetter\nbecause\nof\nthe\nuse\nof\nthose\nAI\nmodels.\nA my\nHood\nAnd\nt o\ny our\nquestion\non\nener gy\ncost,\nlet\nme\ntr y\nt o\npr o vide\na\nlittle\nbit\nof\nhelp\nther e.\nW e\ndid\nnot\nsee\nas\nbig\nof\nthat.\nAs\nI\nsaid,\nit' s\no v er\n$800\nmillion\nfor\nthe\ny ear .\nSome\nof\nthat\nwas\nin\nQ1,\nbut\nthe\nmajority\nof\nit\nwill\nbe\nin\nQ2\nthr ough\n4.\nAnd\nI\nthink\nif\ny ou\nwant\nt o\nthink\nabout\nit,\nit' s\nsomewher e\n250-ish\na\nquar ter .\nIt' s\nnot\nexact,\nbut\nthat\nwould\nbe\na\ndecent\nassumption\nfor\nthe\nr emainder\nof\nthe\ny ear .\nMark\nMurphy\nThank\ny ou.\nSaty a\nNadella\nThanks,\nMark.\nChessie,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nKarl\nK eirstead\nwith\nUBS.\nPlease\npr oceed\nwith\ny our\nquestion.\nKarl\nK eirstead\nOka y .\nGr eat.\nAmy ,\nI' d\nlo v e\nt o\njust\nask\ny ou\non\nmar gins.\nClearly ,\ny ou'r", "start_char_idx": 0, "end_char_idx": 1035, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8609d943-4193-4f49-bb69-bf32a9441a7a": {"__data__": {"id_": "8609d943-4193-4f49-bb69-bf32a9441a7a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "7a3d0678-6664-4201-ae24-185cbafc508e", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "92ec7ebdb723bb6f187095d215b7d768814f5163b640e4a929bb393a7730340b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5e23d304-74c3-4f0d-82b8-6e9eed8280c7", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "6459af8994fe64eaa2fb78c7bced7f5f09f64510bfdeb6565f0710bfd9fa8e04", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fe5e6a7d-7bd1-4b32-98a1-d07255cc9955", "node_type": "1", "metadata": {}, "hash": "70f098357e8b75910f3985439d5705827a87ca322317974d1d91e05234e65dc3", "class_name": "RelatedNodeInfo"}}, "hash": "1f37562f7b15338ccde7172eba701b13c8ff715b0e9a70959cc1209426c8552a", "text": "o\njust\nask\ny ou\non\nmar gins.\nClearly ,\ny ou'r e\nexperiencing\na\nlittle\nbit\nmor e\nsales\nmix\ngiv en\nthe\nweakness\non\nthe\nWindows\nside.\nIt\nlooks\nlik e\ny ou'v e\nelected\nnot\nt o\nthr ottle\nback\nOpEx\nt o\nenable\ny ou\nt o\nmeet\nthe\nthr ee\nmonths\nago\nguidance\nfor\n\ufb02at\nmar gins,\nso\nthe y 'll\nnow\ndrift\na\nlittle\nbit\nlower .\nDo\ny ou\nmind\ntalking\nthr ough\nthat\ndecisions?\nWhy\nnot\nthr ottle\nback\nOpEx\nas\na\ncounter\nt o\nthat\nWindows\npr essur e?\nA my\nHood\nThanks,\nKarl.\nAnd\nI\nshar ed\na\nlittle\nbit\non\nthe\ncall,\nbut\nlet\nme\nshar e\na\nlittle\nmor e,\nbecause\nI\nthink\nit' s\nimpor tant\nin\nterms\nof\nhow\nwe\nthink\nabout\ninv estment\nand\ncontinuing\nt o\ninv est\nwher e\nwe 'r e\nseeing\nsubstantial\noppor tunity\nand\ngr owth.\nThe\nPC\nmark et\nis\ncy clical.\nAnd\nwe\nhad\nsome\ngr eat\nbene\ufb01ts\nfor\na\ncouple\nof\ny ears\nduring\nthe\npandemic,\nand\nwe\nchose\nnot\nt o\nspend\nagainst\nthat\nfa v or ability\no v er\nthe\npast\ncouple", "start_char_idx": 990, "end_char_idx": 1858, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fe5e6a7d-7bd1-4b32-98a1-d07255cc9955": {"__data__": {"id_": "fe5e6a7d-7bd1-4b32-98a1-d07255cc9955", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "db5be64d-f61e-4cd2-aa7d-2f9c15938a2b", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "13e51e97d3b3377f06da1e3cd64030b224536e6043ddb4fccb9dc1d12292524d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8609d943-4193-4f49-bb69-bf32a9441a7a", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "1f37562f7b15338ccde7172eba701b13c8ff715b0e9a70959cc1209426c8552a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "13fad404-eee0-4f6c-96bf-c6c9c6707554", "node_type": "1", "metadata": {}, "hash": "999d778c2317b4605b20882e6eb9e106fc23180a85060c59f6cd930b235261f9", "class_name": "RelatedNodeInfo"}}, "hash": "70f098357e8b75910f3985439d5705827a87ca322317974d1d91e05234e65dc3", "text": "of\ny ears,\nand\nit\nf ell\nt o\nthe\nbott om\nline,\nand\ny ou\nsaw\nsubstantially\nincr eased\nmar gins\no v er\nthat\ntime\nperiod.\nAnd\nwe\ndid\nthat\npotentially\nbecause\nit\nis\na\ncy clical\nmark et.\nAnd\nso\nin\nthe\nsame\nwa y\nI\nsee\nit\nnow\nis\nthat\nPCs\nar e\ngoing\nt o\nbe\na\nt ough\nheadwind\nfor\nus\nfor\nthe\ny ear .\nBut\no v er all,\nthe\nWindows\nback\nt o\nthe\ninstalled\nbase,\nour\nability\nt o\ngr ow\nusage,\nit' s\nstill\nhigher\nthan\nit\nwas.\nAnd\nthat' s\na\ngood\noppor tunity\nfor\nus.\nAnd\nso\nin\nthe\nsame\nwa y\nthat\nwe\nlet\nit\nfall\nt o\nthe\nbott om\nline\nwhen\nwe\nsaw\na\nsur ge,\nit' s\nimpor tant\nt o\nsta y\nconsistent\nin\nthis\ndown\nmark et\nbecause\nwhen\ny ou\nha v e\ntype\nof\noppor tunity\nthat\nwe\nha v e\nspeci\ufb01cally\nin\nthe\ncommer cial\nbusiness\nand\nthe\nT AMs\nthat\nSaty a\ntalk ed\nabout\nhas\nbeen\nsome\nof\nour\nmost\nex citing.\nAnd\ny ou\nha v e\nthe\noppor tunity\nwith\ny our\ncust omers\nt o\ngain\nshar e,\nt o\ngain\ncon\ufb01dence,\nright?\nAnd\nI\nthink\nit' s\nimpor tant\nt o\nha v e\na\nsteady\nhand.\nNow ,\nlet\nme\nalso\nsa y\nit\nis\nnot\nas\nthough\nwe\nar e\nnot\nr esponding\nt o\nthe\nmacr o\nenvir", "start_char_idx": 0, "end_char_idx": 1012, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "13fad404-eee0-4f6c-96bf-c6c9c6707554": {"__data__": {"id_": "13fad404-eee0-4f6c-96bf-c6c9c6707554", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "db5be64d-f61e-4cd2-aa7d-2f9c15938a2b", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "13e51e97d3b3377f06da1e3cd64030b224536e6043ddb4fccb9dc1d12292524d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "fe5e6a7d-7bd1-4b32-98a1-d07255cc9955", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "70f098357e8b75910f3985439d5705827a87ca322317974d1d91e05234e65dc3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "74430c6b-6cbe-4607-a7c3-656326ecae65", "node_type": "1", "metadata": {}, "hash": "9f9b13fa6603df4cc329076cddb2624d9ec9bf322fb3c494f58be992ff14abac", "class_name": "RelatedNodeInfo"}}, "hash": "999d778c2317b4605b20882e6eb9e106fc23180a85060c59f6cd930b235261f9", "text": "e\nnot\nr esponding\nt o\nthe\nmacr o\nenvir onment\nar ound\ncost.\nAs\nI\ncommented,\nour\nsequential\nheadcount\ngr owth\nfr om\nQ1\nt o\nQ2\nwill\nbe\nminimal.\nIt\nwill\nbe\nabout\ninv esting\nwher e\nwe\nsaid\nwe\nwould\ninv est,\nwhich\nis\nin\nfocused\nar eas.\nIt' s\nabout\nmo ving\nheadcount\nt o\nmak e\nsur e\ninside\nthe\ncompany ,\nwe 'v e\ngot\nit\non\nthe\nhighest\nand\nmost\nimpor tant\nthings.\nW e 'v e\nadded\na\nlot\nof\nheadcount\no v er\nthe\npast\n12\nmonths.\nAnd\nwe\nwant\nt o\nmak e\nsur e\nwe\nuse\nthose\nhead\ncount\nin\nthe\nmost\npr oductiv e\nwa y\npossible,\nand\nwe 'r e\ngoing\nt o\ndo\nthat.\nAnd\nalso,\nwe 'r e\ngoing\nt o,\nfr ankly ,\nlap\nsome\ninv estments\nthat\nwe 'v e\nmade\nat\nthe\nend\nof\nH2,\nKarl.\nW e\nclosed\nNuance\nat\nthe\nend\nof\nQ3.\nW e\nclosed\nXandr\nin\nQ4.\nWhen\nwe\ncome\nand\nlap\nthose,\ny ou\nwill\nsee\na\nmaterial\ndecline\nin\nOpEx\ninv estment.\nY ou\nwill\nalso\nsee\nus\nstar t\nt o\nlap\nsome\nof\nthe\nheadcount\nsur ges\nthat\nwe\nmade\nlast\ny ear\nin\nk e y\nar eas.\nAnd\nb y\nthen,\nI\nf eel\ngood\nthat\nwe 'll\nsee\npr oductivity\nimpr o v ements\nfr om\nthe\nheadcount\nha v e\nand\nour\nfocus.\nAnd\nso\nit'", "start_char_idx": 974, "end_char_idx": 1993, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "74430c6b-6cbe-4607-a7c3-656326ecae65": {"__data__": {"id_": "74430c6b-6cbe-4607-a7c3-656326ecae65", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "db5be64d-f61e-4cd2-aa7d-2f9c15938a2b", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "13e51e97d3b3377f06da1e3cd64030b224536e6043ddb4fccb9dc1d12292524d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "13fad404-eee0-4f6c-96bf-c6c9c6707554", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "999d778c2317b4605b20882e6eb9e106fc23180a85060c59f6cd930b235261f9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "82863d5c-bff8-49ad-9935-c5acb1e4bd1d", "node_type": "1", "metadata": {}, "hash": "4eba5b7374d92876548810bac55a3a8fcbeb7c91871b9284c95b1e2a8b44ea31", "class_name": "RelatedNodeInfo"}}, "hash": "9f9b13fa6603df4cc329076cddb2624d9ec9bf322fb3c494f58be992ff14abac", "text": "v e\nand\nour\nfocus.\nAnd\nso\nit' s\nan\nability\nt o\nsa y ,\nabsolutely ,\nI\nwant\nt o\nsta y\nconsistent,\nand\nwe 'll\nr espond\nt o\nthe\nmacr o.\nIt' s\npossible\nt o\ndo\nboth\nthose\nthings,\nand\nI\nthink\nthat' s\nwhat\nwe 'r e\ndoing.\nKarl\nK eirstead\nOka y .\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nKarl,\nJessie,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nBr ad\nSills\nwith\nBank\nof\nAmerica.\nPlease\npr oceed\nwith\ny our\nquestion", "start_char_idx": 1964, "end_char_idx": 2387, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "82863d5c-bff8-49ad-9935-c5acb1e4bd1d": {"__data__": {"id_": "82863d5c-bff8-49ad-9935-c5acb1e4bd1d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c8777db3-e998-4669-8c27-ebc9aa92ed44", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "c39be6e586a7a01c37619855ff4b9bc839de8ac651d703bffbe023fa3564950a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "74430c6b-6cbe-4607-a7c3-656326ecae65", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "9f9b13fa6603df4cc329076cddb2624d9ec9bf322fb3c494f58be992ff14abac", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ba114817-5b52-475a-8064-6339568df3c6", "node_type": "1", "metadata": {}, "hash": "c60cd9d50ee199013493f3ee75adc12993a26d33535f4c88011b36538d7d423d", "class_name": "RelatedNodeInfo"}}, "hash": "4eba5b7374d92876548810bac55a3a8fcbeb7c91871b9284c95b1e2a8b44ea31", "text": "Br ad\nSills\nW onder ful.\nThanks\nfor\ntaking\nmy\nquestion.\nI\nwanted\nt o\nask\na\nquestion\nabout\nO\ufb03ce\nCommer cial.\nA\nlot\nof\nthe\ngr owth\nher e\nis\ndriv en\nb y\nsubscriber\ngr owth.\nThis\nquar ter ,\nfor\nexample,\n17%\nconstant\ncurr ency ,\nsubscriber\ngr owth\nof\n14%.\nCould\ny ou\nr emind\nus\nwher e\nthe\nincr emental\nsubscribers\ncoming\nfr om?\nCould\nwe\nsee\nthat\nmix\nof\ngr owth\nshift\nawa y\nfr om\nsubscribers\nt owar ds\nASP\npotentially\no v er\ntime?\nI\nthink\ny ou'r e\nalr eady\no v er\n300\nmillion\nsubscribers.\nSo\njust\nany\ncolor\non\njust\nthe\nrunwa y\nfr om?\nWher e\nis\nthe\nincr ement\nC\ncoming\nfr om\nand\nwith\nall\nthe\nworks\nthat\ny ou'r e\ndoing\nwith\nE3,\nE5\nand\ncollabor ation\nsecurity\nanalytics,\nmight\nwe\nsee\nmor e\nof\nthe\ngr owth\ncoming\nfr om\nASP\nv ersus\nsubscriber\ngr owth\no v er\ntime?\nThank\ny ou\nso\nmuch.\nA my\nHood\nThanks,\nBr ad.\nIt' s\na\ngood\nquestion\nbecause\ny ou'v e\ncontinued\nt o\nsee\nthe\nseat\ngr owth,\nI\nthink,\nfor\nactually\nmuch\nlonger\nthan\nmany\nof\nthe\ninv est ors\nhad\nexpected.\nAnd\nit\nr eally\nshould\ncontinue\nin\nsome\nwa ys\nbecause\nwe 'r e\nfocusing\non\nfr ontline\nwork er\nscenarios,\nwe 'r e\ncontinuing\nt o\nfocus\non\nsmall\nsiz e\nbusiness\ngr", "start_char_idx": 0, "end_char_idx": 1108, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ba114817-5b52-475a-8064-6339568df3c6": {"__data__": {"id_": "ba114817-5b52-475a-8064-6339568df3c6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c8777db3-e998-4669-8c27-ebc9aa92ed44", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "c39be6e586a7a01c37619855ff4b9bc839de8ac651d703bffbe023fa3564950a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "82863d5c-bff8-49ad-9935-c5acb1e4bd1d", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "4eba5b7374d92876548810bac55a3a8fcbeb7c91871b9284c95b1e2a8b44ea31", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2de61c3f-09be-4fe8-b680-712b9872c303", "node_type": "1", "metadata": {}, "hash": "169d5bdc2edd39f2f941d15ca521fa2d27c50e6a0ec2fefe5547b90a94b5db57", "class_name": "RelatedNodeInfo"}}, "hash": "c60cd9d50ee199013493f3ee75adc12993a26d33535f4c88011b36538d7d423d", "text": "o\nfocus\non\nsmall\nsiz e\nbusiness\ngr owth,\nand\nwe 'r e\nadding\nnew\nthings\nt o\nwhich\ny ou\ncan\ngr ow ,\nwhether\nthat' s\nViv a,\nwhether\nit' s\nT eams.\nTher e ' s\nnew\nthings\nthat\nenable\nus\nt o\nadd\nr ele v ancy ,\nfr ankly ,\nand\nthen\nt o\nadd\nv alue\nand\nthen\nt o\nadd\nseats.\nAnd\nso\nI\ndon 't\nwant\nt o\nsa y\nit\nhas\nt o\nbe,\nagain,\nthis\nvision\nof\nor .\nSo\nI\nthink\ny ou'll\ncontinue\nt o\nsee\nlower\nend\nseat\ngr owth,\nwhich\nis\nwhat\nwe 'v e\nbeen\nseeing.\nAnd\ny ou\nwill\nsee\nus\ncontinue\nt o\nfocus\non\nthe\nv alue\nof\nE5\nand\nthe\nE3\nSKU,\nwher e\nwe 'v e\nadded\nsome\nv alue,\nmaking\nsur e\nwe\ncan\nstill\nmo v e\npeople\nt o\nthat\nsuite\nas\nwell.\nAnd\nso\ny ou\nwill\nsee,\nright,\no v er\ntime,\nlong\nterm\nthe\nseat\ngr owth\nmo v e\na\nlittle\nbit,\nand\nthen\ny ou'll\nsee\nASPs\nshow\nup.\nAnd\nit\ndepends\na\nlittle\nbit\non\nmix,\nfr ankly ,\neach\nquar ter .\nY ou\nsaw\na\nlittle\nmor e\nARPU\nin\nQ4.\nY ou\nsaw\na\nlittle\nless\nin\nQ1\nthat\nhad\nt o\ndo\nwith\nsome\nE3\nex ecution\nin\nQ1.\nBut\nI\nactually\nthink\nther e ' s\nr oom\nt o\ndo\nboth\nthose\nthings,\nand\nI\nf elt\nthat\nwa", "start_char_idx": 1074, "end_char_idx": 2060, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2de61c3f-09be-4fe8-b680-712b9872c303": {"__data__": {"id_": "2de61c3f-09be-4fe8-b680-712b9872c303", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 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"cd79cad6-956f-441d-a857-837005a11ad5", "node_type": "1", "metadata": {}, "hash": "6ce3f2201320e06be44bf92be2bfbe823e5ab42cde176c01c968ceabb08d4417", "class_name": "RelatedNodeInfo"}}, "hash": "169d5bdc2edd39f2f941d15ca521fa2d27c50e6a0ec2fefe5547b90a94b5db57", "text": "o\ndo\nboth\nthose\nthings,\nand\nI\nf elt\nthat\nwa y\nnow\nfor\na\ncouple\nof\ny ears.\nBr ad\nSills\nGr eat\nt o\nhear .\nThanks,\nAmy .\nBr ett\nIv ersen\nThank,\nBr ad.\nJesse,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nGr egg\nMoskowitz\nwith\nMizuho.\nPlease\npr oceed\nwith\ny our\nquestion.", "start_char_idx": 2017, "end_char_idx": 2318, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cd79cad6-956f-441d-a857-837005a11ad5": {"__data__": {"id_": "cd79cad6-956f-441d-a857-837005a11ad5", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2c5d3b26-eae2-402b-9d64-cc15e848c4a2", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "55a153420e78d7c44ae12b97f6cf1c4706457598629426154d86ba1c24a771d1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2de61c3f-09be-4fe8-b680-712b9872c303", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "169d5bdc2edd39f2f941d15ca521fa2d27c50e6a0ec2fefe5547b90a94b5db57", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e8562229-3763-43e8-a1f3-2058e614e4e6", "node_type": "1", "metadata": {}, "hash": "5aec985f90f0a5bb9c9dadabb50bbb2f0c49ec869a3bf6292fd587291e63885d", "class_name": "RelatedNodeInfo"}}, "hash": "6ce3f2201320e06be44bf92be2bfbe823e5ab42cde176c01c968ceabb08d4417", "text": "Gr egg\nMoskowitz\nOka y .\nThanks\ny ou.\nSaty a\nor\nAmy ,\nas\na\nfollow-up\non\nA zur e,\nI' m\ncurious\nhow\ny ou\nfor esee\nthe\nmagnitude\nof\ntwo\ndiff er ent\nv ariables\non\ncloud\ncomputing\ndemand\no v er\nthe\nnear\nt o\nmedium\nterm.\nThe\n\ufb01rst\nbeing\neconomic\npr essur es\non\nthe\nwillingness\nof\nsome\ncust omers\nt o\nspend,\nand\nthe\nsecond\nbeing\nthe\nimpact\nof\nthe\nspiking\nener gy\ncost\nperhaps\nas\na\nfacilitat or\nfor\nsomething\nt o\ndo\nmor e\nin\nthe\ncloud.\nDo\ny ou\nsee\nthese\nas\nlar gely\noffsetting\nfact ors,\nor\nar e\ny ou\nexpecting\nthe\nformer\nv ariable\nt o\nbe\na\nlot\nmor e\npr ominent\nthan\nthe\nlatter?\nThank\ny ou.\nSaty a\nNadella\nY eah.\nI\nmean\nthe\nwa y\nwe\nsee\nit\nis,\no v er all,\nmacr o\nwill\nmean\nthat\ne v er ybody\nis\ngoing\nt o\noptimiz e\ntheir\nbuild.\nIn\nfact,\nas\nAmy\nsaid,\nour\njob\nnumber\none\nfor\nlar ge\nswaths\nof\nour\nsor t\nof\ne v en\ncust omer-facing\nor ganizations\nis\nt o\npr oactiv ely\nhelp\nthem\noptimiz e.\nIn\nfact,\nour\nincentiv es\nin\nour\ncust omer\nsuccess\nteams\nar e\nlined\nup\nwith\nthem,\nhelping\ncust omers\n\u201c do\nmor e\nwith\nless\u201d.\nSo\nthat' s\nsor t\nof\none\nside.\nThe\nthing,\nthough,\nfr om\na\ncust omer\nperspectiv", "start_char_idx": 0, "end_char_idx": 1072, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e8562229-3763-43e8-a1f3-2058e614e4e6": {"__data__": {"id_": "e8562229-3763-43e8-a1f3-2058e614e4e6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2c5d3b26-eae2-402b-9d64-cc15e848c4a2", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "55a153420e78d7c44ae12b97f6cf1c4706457598629426154d86ba1c24a771d1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "cd79cad6-956f-441d-a857-837005a11ad5", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "6ce3f2201320e06be44bf92be2bfbe823e5ab42cde176c01c968ceabb08d4417", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "561e3689-4ace-425f-b391-d89d440138d4", "node_type": "1", "metadata": {}, "hash": "2d22d932402a116ad8395d3d240bd85e05dc42eb3d2d6a90b92d3949e69fda5b", "class_name": "RelatedNodeInfo"}}, "hash": "5aec985f90f0a5bb9c9dadabb50bbb2f0c49ec869a3bf6292fd587291e63885d", "text": "om\na\ncust omer\nperspectiv e,\nthe\nbest\nwa y\nfor\nthem\nt o\nalign\ntheir\nspend\nwith\nwhat\nis\nuncer tain\ndemand\nis\nt o\nmo v e\nt o\nthe\ncloud.\nSo\nwe\nsee\nthe\nv alue\npr op\nof\nthe\ncloud.\nSo\nthe\nbig\nwinner\nin\nall\nof\nthis\nwill\nbe\npublic\ncloud,\nbecause\npublic\ncloud\nhelps\nbusinesses\noffset\nthe\nrisk\nof\ntaking\ndemand\nrisk.\nThe\nother\nside,\nas\ny ou\ndescribed\nt oda y ,\nis\nthe\nrisk\nar ound\nsupply\nchain\nor\nener gy\ncosts.\nAnd\nso\nthat' s\nanother\none\nbest\nwa y\nt o\nhedge\nagainst\nan\nener gy\ncost\nand\nwe,\nin\nfact,\nmor e\nener gy\ne\ufb03cient,\nis\nt o\nmo v e\nt o\nthe\ncloud.\nSo\nthat' s\nwher e\nI\nthink\na\nlittle\nbit\nof\n\u2013\nas\ny ou\nall\nthink\nabout\nwhat\nhappens\nt o\ncloud,\nfor\nus,\nwe\nlook\nat\nthis\nand\nsa y ,\nthis\nis\na\nperiod\nwher e\ncloud\ngain\nshar e\nbecause\nwe 'r e\nstill\nin\nthe\nearly\ninnings\nof\nadoption.\nAnd\nso\nwe\njust\nwant\nt o\ninv est\ngoing\nint o\nit,\nbut\nthat\nmight\nset\nand\nbuild\nlong-term\ncust omer\nlo y alty .\nGr egg\nMoskowitz\nV er y\nhelpful.\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nGr egg.\nJesse,\nwe\nha v e\ntime\nfor\none\nlast\nquestion,\nOper at or\nThank\ny ou.\nOur\n\ufb01nal\nquestion\nis\ncoming\nfr", "start_char_idx": 1047, "end_char_idx": 2098, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "561e3689-4ace-425f-b391-d89d440138d4": {"__data__": {"id_": "561e3689-4ace-425f-b391-d89d440138d4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"hash": "2d22d932402a116ad8395d3d240bd85e05dc42eb3d2d6a90b92d3949e69fda5b", "text": "or\nThank\ny ou.\nOur\n\ufb01nal\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nBr ent\nBr acelin\nwith\nPiper\nSandler .\nPlease\npr oceed\nwith\ny our\nquestion.", "start_char_idx": 2053, "end_char_idx": 2188, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "287e969e-40c5-4e46-9e2c-d0a0df92da68": {"__data__": {"id_": "287e969e-40c5-4e46-9e2c-d0a0df92da68", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ad587c58-633b-4690-a839-7c9d39fe3fab", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "23bb348d68944377c9ea4974218ce93e9161bd3e1b66f7a7f1e054e8d4c081fc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "561e3689-4ace-425f-b391-d89d440138d4", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "2d22d932402a116ad8395d3d240bd85e05dc42eb3d2d6a90b92d3949e69fda5b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "06958e2f-a2a2-403a-8793-b14dd2c32969", "node_type": "1", "metadata": {}, "hash": "2c5474046094273df7f60f8c05d7cbcd6e6895808e1e95d52de68b8e84640eee", "class_name": "RelatedNodeInfo"}}, "hash": "49313972a710d607eedbba2677124b6736acf3a6fe797ac137bb235eb512a50b", "text": "Br ent\nBr acelin\nGood\nafternoon.\nThanks\nfor\ntaking\nthe\nquestion\nher e.\nHelpful\ncolor\non\ncloud.\nI\nwanted\nt o\npiv ot\nt o\nadv er tising.\nThis\nwas\na\nsegment\nthat\ncr ossed\no v er\n$10\nbillion,\nI\nthink,\nearlier\nthis\ny ear .\nNet\ufb02ix\nr olling\nout\nad-suppor ted\nmodel\nnext\ny ear\npower ed\nb y\nMicr osoft,\nwhat\nis\nthe\nbr oader\nMicr osoft\nadv er tising\nambitions\nma ybe\nthr ee\nt o\n\ufb01v e\ny ears\nher e,\ngiv en\nthese\nar e\nv er y\nlar ge\nand\nv er y\npr o\ufb01table\nsegments\nthat\nMicr osoft\nhas\nnot\nhist orically\nfocused\non?\nThanks.\nSaty a\nNadella\nThanks\nfor\nthe\nquestion.\nW e\nar e\n\u2013\ny eah,\nour\ncor e\nadv er tising\nbusiness\nhas\ngot\ntwo\nelements\nt o\nit.\nOne\nis,\nI'll\ncall\nit,\nLink edIn\nB2B\nadv er tising,\nwher e\nwe\nclearly\nha v e\na\nleadership\nposition\nar ound\nboth\nr each,\nquality\nof\nROI,\nand\nwill\n--\nof\ncourse,\nit\nwill\nbe\ncy clically\nimpacted,\nbut\nwe\nf eel\nthat\nthe\nLink edIn\nEngage\ncontinues\nt o\ngr ow .\nAnd\nas\nthat\nmark et\ncomes\nback,\nour\npr emium\nposition\nLink edIn\nowned\nand\noper ated,\nI\nf eel\nwell\nv er y\nwell\npositioned.\nW e 'll\ncontinue\nt o\ninv est\nin\nthat\nspace.\nThe\nsecond\npoint\nis\nthe\nplace\nwher e\nwe\nar", "start_char_idx": 0, "end_char_idx": 1087, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "06958e2f-a2a2-403a-8793-b14dd2c32969": {"__data__": {"id_": "06958e2f-a2a2-403a-8793-b14dd2c32969", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ad587c58-633b-4690-a839-7c9d39fe3fab", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "23bb348d68944377c9ea4974218ce93e9161bd3e1b66f7a7f1e054e8d4c081fc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "287e969e-40c5-4e46-9e2c-d0a0df92da68", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "49313972a710d607eedbba2677124b6736acf3a6fe797ac137bb235eb512a50b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d5a73ebf-c691-4100-85a3-467d0a8fb72b", "node_type": "1", "metadata": {}, "hash": "7500baff7514ed4e723c3cb7adfd0529216c60a535dd830d2495cc409500454b", "class_name": "RelatedNodeInfo"}}, "hash": "2c5474046094273df7f60f8c05d7cbcd6e6895808e1e95d52de68b8e84640eee", "text": "e\nwe\nar e,\nagain,\nv er y ,\nv er y\nfocused\non.\nFirst,\nstar ting\nwith\nour\nowned\nand\noper ated.\nSo\nwhen\nwe\ntalk\nabout\nthe\no v er all\nactiv e\nde vices\non\nWindows\nha v e\ngr own\nb y\n20%\no v er\nthe\npandemic.\nOne\nof\nthe\nbig\noppor tunities\nit\nopens\nup\nis\nfor\nus\nt o\ntick\nour\nown\nand\noper ated\ninv ent or y ,\nright,\nwhether\nit\nis\nBing\nand\nSear ch,\nwhether\nit' s\nthe\nF eed.\nAnd\nthose\nar e\nthings\nthat\ny ou\nsee\nsome\nof\nthe\ngr owth.\nW e\nar e\nshar e\ntak ers\nin\nthe\nbr owser .\nW e\nar e\nshar e\ntak ers\nin\nterms\nof\nengagement\nof\nthe\nf eed.\nAnd\nthose\nar e\nthings\nthat\nwe\nar e\nhigh\nle v er age\non\nt op\nof\nthe\ninstalled\nbase\nthat' s\nnow\nstructur ally\nchanged\nin\nterms\nof\ngr owth.\nAnd\nthen\nthe\nthir d-par ty\nwith\nNet\ufb02ix,\nwe 'r e\nr eally\nex cited\nabout\nthat,\nand\nwe 'r e\ngoing\nt o\nlook\nt o\ngr ow\nour\n--\nand\n\ufb01rst\nmak e\nNet\ufb02ix\na\nsuccessful\npar tner ,\nbut\nwe 'r e\ngoing\nt o\ncontinue\nt o\ngr ow\nour\nthir d-par ty\nbusiness\non\nthe\nad\nplatform.\nSo\nthose\nwould\nbe\nthe\nthr ee\nar eas:\nLink edIn;\nour\nown\nt op\nprinted\nadv er tising,\nboth\nsear ch\nand\nf eed;\nas\nwell\nas\nthir", "start_char_idx": 1080, "end_char_idx": 2118, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d5a73ebf-c691-4100-85a3-467d0a8fb72b": {"__data__": {"id_": "d5a73ebf-c691-4100-85a3-467d0a8fb72b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ad587c58-633b-4690-a839-7c9d39fe3fab", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "23bb348d68944377c9ea4974218ce93e9161bd3e1b66f7a7f1e054e8d4c081fc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "06958e2f-a2a2-403a-8793-b14dd2c32969", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "2c5474046094273df7f60f8c05d7cbcd6e6895808e1e95d52de68b8e84640eee", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "613e5d84-95ec-4476-9a43-d35068c46abf", "node_type": "1", "metadata": {}, "hash": "193ee69edbcc43fcdf8140ff4b75875a6d64056959a448529f134659a75090ff", "class_name": "RelatedNodeInfo"}}, "hash": "7500baff7514ed4e723c3cb7adfd0529216c60a535dd830d2495cc409500454b", "text": "ch\nand\nf eed;\nas\nwell\nas\nthir d-par ty\nad\nnetwork.\nBr ett\nIv ersen\nThanks,\nBr ad.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y ' s\nearnings\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y ,\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nA my\nHood\nThank\ny ou.", "start_char_idx": 2089, "end_char_idx": 2348, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "613e5d84-95ec-4476-9a43-d35068c46abf": {"__data__": {"id_": "613e5d84-95ec-4476-9a43-d35068c46abf", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript", "period": "Q1 2023", "ticker": "MSFT", "year": "2023", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "08a2e331-1a78-4b54-80b8-cc100706abc8", "node_type": "4", "metadata": {"page_label": "25", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "27aa01351e00d094e49f5e6cee53d7cfbdc33876873e17ed590f70af97153cd4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d5a73ebf-c691-4100-85a3-467d0a8fb72b", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript.pdf"}, "hash": "7500baff7514ed4e723c3cb7adfd0529216c60a535dd830d2495cc409500454b", "class_name": "RelatedNodeInfo"}}, "hash": "193ee69edbcc43fcdf8140ff4b75875a6d64056959a448529f134659a75090ff", "text": "Saty a\nNadella\nThank\ny ou\nv er y\nmuch.\nOper at or\nThank\ny ou.\nLadies\nand\ngentlemen,\nthis\ndoes\nconclude\nt oda y ' s\nteleconf er ence.\nW e\nthank\ny ou\nfor\ny our\npar ticipation,\nand\ny ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.", "start_char_idx": 0, "end_char_idx": 224, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "451f6a9f-f4df-4179-ba2d-fb4f8f302888": {"__data__": {"id_": "451f6a9f-f4df-4179-ba2d-fb4f8f302888", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2a6262a0-02f6-4faa-b3ee-00351278a2bf", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "82e6d424e2abf05b3918521ed32bd3354d3b71fbdac84f53b4c18c817c11040c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "efab0140-1e83-4ee1-b9ba-f8f9b5be4a22", "node_type": "1", "metadata": {}, "hash": "31eb65ad0f64497928512b6a44ce1c05aa912685dbc283b1838f7231e52dc77a", "class_name": "RelatedNodeInfo"}}, "hash": "b081dfb177dadb90ab5d01229070181410e9ea599bec2898caa58fccfe21b1ec", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ4\n2022\nEarnings\nConf er ence\nCall\nJuly\n26,\n2022\n5:30\nPM\nE T\nCompany\nP ar ticipants\nBr ett\nIv ersen\n-\nGener al\nManager ,\nInv est or\nRelations\nSaty a\nNadella\n-\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer\nAmy\nHood\n-\nEx ecutiv e\nVice\nPr esident\nand\nChief\nFinancial\nO\ufb03cer\nAlice\nJolla\n-\nChief\nAccounting\nO\ufb03cer\nK eith\nDolliv er\n-\nDeputy\nGener al\nCounsel\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n-\nMor gan\nStanle y\nMark\nMoer dler\n-\nBernstein\nResear ch\nBr ent\nThill\n-\nJeff eries\nKarl\nK eirstead\n-\nUBS\nRaimo\nLenschow\n-\nBar cla ys\nPhilip\nWinslow\n-\nCr edit\nSuisse\nKirk\nMaterne\n-\nE v er cor e\nISI\nAlex\nZ ukin\n-\nW olf e\nResear ch\nOper at or\nGr eetings,\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2022\nF our th\nQuar ter\nEarnings\nConf er ence\nCall.\nA t\nthis\ntime,\nall\npar ticipants\nar e\nin\na\nlisten-only\nmode.\nA\nquestion-and-answer\nsession\nwill\nfollow\nthe\nformal\npr esentation.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nIt\nis\nnow\nmy\npleasur e\nt o\nintr oduce\ny our\nhost,\nBr ett\nIv ersen,\nVice\nPr", "start_char_idx": 0, "end_char_idx": 1063, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "efab0140-1e83-4ee1-b9ba-f8f9b5be4a22": {"__data__": {"id_": "efab0140-1e83-4ee1-b9ba-f8f9b5be4a22", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": 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"node_type": "1", "metadata": {}, "hash": "45b76ce2740daf40d17a70d5a745ae24cecac31a3e0e34e1256d03964b2cea9d", "class_name": "RelatedNodeInfo"}}, "hash": "31eb65ad0f64497928512b6a44ce1c05aa912685dbc283b1838f7231e52dc77a", "text": "oduce\ny our\nhost,\nBr ett\nIv ersen,\nVice\nPr esident\nof\nInv est or\nRelations.\nThank\ny ou.\nY ou\nma y\nbegin.\nBr ett\nIv ersen", "start_char_idx": 1021, "end_char_idx": 1141, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b826f9b7-a717-4262-b794-60630da59e22": {"__data__": {"id_": "b826f9b7-a717-4262-b794-60630da59e22", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0c96cb2d-1f76-4e13-b621-f2c09c1b2047", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6e6f7578cf6980c7c86470cb656df82a9293f12bc40660051322406786909cde", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "efab0140-1e83-4ee1-b9ba-f8f9b5be4a22", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "31eb65ad0f64497928512b6a44ce1c05aa912685dbc283b1838f7231e52dc77a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a73f25d3-a9ea-49f3-8cf8-8832a634d335", "node_type": "1", "metadata": {}, "hash": "1e756995c149cd4f2e93cc20570f4ff5eb0b8c5936c622d397cb995d183d8600", "class_name": "RelatedNodeInfo"}}, "hash": "45b76ce2740daf40d17a70d5a745ae24cecac31a3e0e34e1256d03964b2cea9d", "text": "Good\nafternoon,\nand\nthank\ny ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer;\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer;\nAlice\nJolla,\nChief\nAccounting\nO\ufb03cer;\nand\nK eith\nDolliv er ,\nDeputy\nGener al\nCounsel.\nOn\nthe\nMicr osoft\nInv est or\nRelations\nwebsite,\ny ou\ncan\n\ufb01nd\nour\nearnings\npr ess\nr elease\nand\n\ufb01nancial\nsummar y\nslide\ndeck,\nwhich\nis\nintended\nt o\nsupplement\nour\npr epar ed\nr emarks\nduring\nt oda y ' s\ncall\nand\npr o vides\na\nr econciliation\nof\ndiff er ences\nbetween\nGAAP\nand\nnon-GAAP\n\ufb01nancial\nmeasur es.\nUnless\nother wise\nspeci\ufb01ed,\nwe\nwill\nr ef er\nt o\nnon-GAAP\nmetrics\non\nthe\ncall.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nconsider ed\nas\na\nsubstitute\nfor\nor\nsuperior\nt o\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\ncompany ' s\nfour th\nquar ter\nper formance\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak", "start_char_idx": 0, "end_char_idx": 1072, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a73f25d3-a9ea-49f3-8cf8-8832a634d335": {"__data__": {"id_": "a73f25d3-a9ea-49f3-8cf8-8832a634d335", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": 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"node_type": "1", "metadata": {}, "hash": "bf4e69a481f36cde19fe895390113651680a211fa70350baa8bd16f7b499dba1", "class_name": "RelatedNodeInfo"}}, "hash": "1e756995c149cd4f2e93cc20570f4ff5eb0b8c5936c622d397cb995d183d8600", "text": "esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear ,\nunless\nother wise\nnoted.\nW e\nwill\nalso\npr o vide\ngr owth\nr ates\nin\nconstant\ncurr ency\nwhen\na v ailable\nas\na\nfr amework\nfor\nassessing\nhow\nour\nunderlying\nbusinesses\nper formed,\nex cluding\nthe\neff ect\nof\nfor eign\ncurr ency\nr ate\n\ufb02uctuations.\nWher e\ngr owth\nr ates\nar e\nthe\nsame\nin\nconstant\ncurr ency ,\nwe\nwill\nr ef er\nt o\nthe\ngr owth\nr ate\nonly .\nW e\nwill\npost\nour\npr epar ed\nr emarks\nt o\nour\nwebsite\nimmediately\nfollowing\nthe\ncall\nuntil\nthe\ncomplete\ntr anscript\nis\na v ailable.\nT oda y ' s\ncall\nis\nbeing\nwebcast\nliv e\nand\nr ecor ded.\nIf\ny ou\nask\na\nquestion,\nit\nwill\nbe\nincluded\nin\nour\nliv e\ntr ansmission,\nin\nthe\ntr anscript\nand\nin\nany\nfutur e\nuse\nof\nthe\nr ecor ding.\nY ou\ncan\nr epla y\nthe\ncall\nand\nview\nthe\ntr anscript\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite.\nDuring\nthis\ncall,\nwe 'll\nbe\nmaking\nfor war d-looking\nstatements,\nwhich\nar e\npr edictions,\npr ojections\nor\nother\nstatements\nabout\nfutur e\ne v ents.\nThese\nstatements\nar e\nbased\non\ncurr ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt", "start_char_idx": 1034, "end_char_idx": 2150, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c63439a1-a48c-42ec-b174-c14a5b9e9829": {"__data__": {"id_": "c63439a1-a48c-42ec-b174-c14a5b9e9829", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0c96cb2d-1f76-4e13-b621-f2c09c1b2047", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6e6f7578cf6980c7c86470cb656df82a9293f12bc40660051322406786909cde", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a73f25d3-a9ea-49f3-8cf8-8832a634d335", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1e756995c149cd4f2e93cc20570f4ff5eb0b8c5936c622d397cb995d183d8600", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c4097368-e662-4c39-a20a-da67dd73be5e", "node_type": "1", "metadata": {}, "hash": "3c68a0cdaac28727df90d2ae19d209ea2339ba0cc3988f71dfcd9079a9ef5891", "class_name": "RelatedNodeInfo"}}, "hash": "bf4e69a481f36cde19fe895390113651680a211fa70350baa8bd16f7b499dba1", "text": "ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt o\nrisks\nand\nuncer tainties.\nActual\nr esults\ncould\nmaterially\ndiff er\nbecause\nof\nfact ors\ndiscussed\nin\nt oda y ' s\nearnings\npr ess\nr elease\nand\nthe\ncomments\nmade\nduring\nthis\nconf er ence\ncall\nand\nin\nthe\nRisk\nF act ors\nsection\nof\nour\nF orm\n10-K,\nF orms\n10-Q\nand\nother\nr epor ts\nand\n\ufb01lings\nwith\nthe\nSecurities\nand\nEx change\nCommission.\nW e\ndo\nnot\nunder tak e\nany\nduty\nt o\nupdate\nany\nfor war d-looking\nstatement.\nAnd\nwith\nthat,\nI'll\nturn\nthe\ncall\no v er\nt o\nSaty a.\nSaty a\nNadella\nThank\ny ou,\nBr ett.\nAmid\nthis\nmacr oeconomic\nenvir onment,\nthe\nMicr osoft\nCloud\nsurpassed\n$25\nbillion\nin\nquar terly\nr e v enue\nfor\nthe\n\ufb01rst\ntime,\nup\n28%\nand\n33%\nin\nconstant", "start_char_idx": 2098, "end_char_idx": 2800, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c4097368-e662-4c39-a20a-da67dd73be5e": {"__data__": {"id_": "c4097368-e662-4c39-a20a-da67dd73be5e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e5894020-479b-47ee-b3af-a4193eb0a0f2", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e448bbea4db887047a6f7626ef5f8035f3464999831ed72938f65e476ee5d22b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c63439a1-a48c-42ec-b174-c14a5b9e9829", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bf4e69a481f36cde19fe895390113651680a211fa70350baa8bd16f7b499dba1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a25f808c-138b-4afe-b964-6bca82753db2", "node_type": "1", "metadata": {}, "hash": "e26eb45c1a4ba2801bed31091f27dfc92cfb5a50ddf7040fa28a75001063ab9b", "class_name": "RelatedNodeInfo"}}, "hash": "3c68a0cdaac28727df90d2ae19d209ea2339ba0cc3988f71dfcd9079a9ef5891", "text": "curr ency .\nWhen\nI\ntalk\nwith\ncust omers,\nit' s\nclear\nther e\nis\na\nr eal\noppor tunity\nt o\nhelp\nor ganizations\nin\ne v er y\nindustr y\nuse\ndigital\ntechnology\nt o\no v er come\nt oda y ' s\nchallenges\nand\nemer ge\nstr onger .\nIn\nthis\nenvir onment,\nwe\nar e\nfocused\non\n3\nthings:\n\ufb01rst,\nno\ncompany\nis\nbetter\npositioned\nthan\nMicr osoft\nt o\nhelp\nor ganizations\ndeliv er\non\ntheir\ndigital\nimper ativ e\nso\nthat\nthe y\ncan\ndo\nmor e\nwith\nless.\nF r om\ninfr astructur e\nand\ndata\nt o\nbusiness\napplications\nand\nhybrid\nwork,\nwe\npr o vide\nunique\ndiff er entiated\nv alue\nt o\nour\ncust omers.\nSecond,\nwe\nwill\ninv est\nt o\ntak e\nshar e\nand\nbuild\nnew\nbusinesses\nin\ncategories\nwher e\nwe\nha v e\nlong-term\nstructur al\nadv antage.\nLastly ,\nwe\nwill\nmanage\nthr ough\nthis\nperiod\nwith\nan\nintense\nfocus\non\nprioritization\nand\nex ecutional\nex cellence\nin\nour\nown\noper ations\nt o\ndriv e\noper ational\nle v er age.\nWith\nthat,\nlet\nme\nhighlight\nour\npr ogr ess,\nstar ting\nwith\nA zur e.\nOr ganizations\nin\ne v er y\nindustr y\ncontinue\nt o\nchoose\nour\ncloud\nt o\nalign\ntheir\nI T\ninv estments\nwith\ndemand.\nW e\nar e\nseeing\nlar ger\nand\nlonger-term\ncommitments\nand\nwon\na\nr ecor", "start_char_idx": 0, "end_char_idx": 1116, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a25f808c-138b-4afe-b964-6bca82753db2": {"__data__": {"id_": "a25f808c-138b-4afe-b964-6bca82753db2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e5894020-479b-47ee-b3af-a4193eb0a0f2", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e448bbea4db887047a6f7626ef5f8035f3464999831ed72938f65e476ee5d22b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c4097368-e662-4c39-a20a-da67dd73be5e", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3c68a0cdaac28727df90d2ae19d209ea2339ba0cc3988f71dfcd9079a9ef5891", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "75c03ca7-df9d-47bb-9154-9459c0e18976", "node_type": "1", "metadata": {}, "hash": "a216502531137f6ba6de26736c35d083e364083c277e4720730b1d59537556f9", "class_name": "RelatedNodeInfo"}}, "hash": "e26eb45c1a4ba2801bed31091f27dfc92cfb5a50ddf7040fa28a75001063ab9b", "text": "ger\nand\nlonger-term\ncommitments\nand\nwon\na\nr ecor d\nnumber\nof\n$100\nmillion-plus\nand\n$1\nbillion-plus\ndeals\nthis\nquar ter .\nW e\nha v e\nmor e\ndata\ncenter\nr egions\nthan\nany\nother\npr o vider ,\nand\nwe\nwill\nlaunch\n10\nr egions\no v er\nthe\nnext\ny ear .\nOur\nnew\nMicr osoft\nCloud\nfor\nSo v er eignty\nhelps\npublic\nsect or\ncust omers\nmeet\nur gent\ncompliance,\nsecurity\nand\npriv acy\nr equir ements.\nWith\nA zur e\nAr c,\nwe\nar e\nmeeting\ncust omers\nwher e\nthe y\nar e\nenabling\ncompanies\nlik e\nGM,\nGr eggs,\nUBS\nand\nUniper\nt o\nrun\napplications\nacr oss\non-pr em\nedge\nand\nmulti-cloud\nenvir onments.\nW e\nar e\nseeing\nmor e\ncust omers\nmo v e\ntheir\nmission-critical\nworkloads\nt o\nA zur e.\nAmerican\nAirlines,\nfor\nexample,\nchose\nour\ncloud\nt o\nrun\nits\nk e y\noper ational\nworkloads,\nincluding\nits\ndata\nwar ehouse.\nAnd\nT elstr a\nwill\nmo v e\nits\ninternal\nI T\nworkloads\nt o\nA zur e.\nAnd\nwe\nar e\nthe\nplatform\nof\nchoice\nfor\nSAP\napps\non\nthe\ncloud.\nLeaders\nin\ne v er y\nindustr y ,\nincluding\nKr aft\nHeinz,\nF ujitsu\nand\nUnile v er\nha v e\nmigr ated\nERP\nworkloads\nt o\nA zur e.\nJust\nlast\nweek,\nwe\nannounced\na\nnew\nser vice\nt o\nacceler ate\nadoption\nof\nOr acle\nworkloads\non\nA", "start_char_idx": 1068, "end_char_idx": 2193, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "75c03ca7-df9d-47bb-9154-9459c0e18976": {"__data__": {"id_": "75c03ca7-df9d-47bb-9154-9459c0e18976", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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"ate\nadoption\nof\nOr acle\nworkloads\non\nA zur e.\nW e\nar e\nthe\nonly\npublic\ncloud\nwith\nsimpli\ufb01ed\ndir ect\naccess\nt o\nOr acle\ndatabases\nrunning\nin\nthe\nOr acle\nCloud.\nNow\non\nt o\ndata\nand\nAI.\nWith\nour\nMicr osoft\nIntelligent\nData\nPlatform,\nwe\npr o vide\na\ncomplete\ndata\nfabric\nspanning\noper ational\ndatabases,\nanalytics\nand\ngo v ernance,\nhelping\ncust omers\nfocus\non\ncr eating\nv alue\ninstead\nof\nintegr ating\nfr agmented\ndata\nestate.\nMor e\nthan\n65%\nof\nthe\nF or tune\n1000\nuse\n3\nor\nmor e\nof\nour\ndata\nsolutions,\nand\nwe\nar e\ngr owing\nfaster\nthan\nthe\nmark et.\nW e\nar e\nseeing\nleaders\nin\ne v er y\nindustr y\nfr om\nLa\nLiga\nand\nLeno v o\nt o\nSwiss\nRe\nand\nW algr eens\nunify\ntheir\ndata\nusing\nour\nt ools.\nCosmos\nDB\nis\nthe\ngo-t o\ndatabase\npowering\nthe\nworld' s\nmost\ndemanding\nmission-critical\nworkloads\nat", "start_char_idx": 2155, "end_char_idx": 2933, "text_template": "{metadata_str}\n\n{content}", 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"82774f3d1bd8cb0005e5210261979167fccb0433695ebce0ea6faca7cb137e47", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "75c03ca7-df9d-47bb-9154-9459c0e18976", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a216502531137f6ba6de26736c35d083e364083c277e4720730b1d59537556f9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6cd1e8c8-fe41-4dab-877a-8ec9eb99aca0", "node_type": "1", "metadata": {}, "hash": "5de8a93be92ab0cbcd49e76adb2c3759d7134f216f1ec437f54b06d216851c8f", "class_name": "RelatedNodeInfo"}}, "hash": "6e68b823f6ef9d8350252eb13b2c226aff304989d16a985f334dccfb07b3999d", "text": "any\nscale.\nT r ansactions\nin\ndata\nv olume\nincr eased\no v er\n100%\ny ear-o v er-y ear\nfor\nthe\nfour th\nquar ter\nin\na\nr ow .\nWhen\nit\ncomes\nt o\nAI,\nwe\nar e\nseeing\na\npar adigm\nshift\nas\nthe\nworld' s\nlar ge\nAI\nmodels\nbecome\npower ful\nplatforms\nthemselv es.\nWith\nour\nA zur e\nOpenAI\nser vice,\na\ndiv erse\nset\nof\ncust omers\nfr om\nHSBC,\nPwC\nand\nR TL\nGr oup\nt o\nShell\nand\nWipr o\nar e\napplying\nlanguage\nmodels\nt o\nadv anced\nscenarios\nlik e\ncontent\nand\ncode\ngener ation.\nNow\non\nt o\nde v eloper\nt ools.\nW e\nha v e\nthe\nmost\npopular\nde v eloper\nt ools\nacr oss\nany\ncloud\nand\nany\nplatform.\nLeaders\nin\ne v er y\nindustr y\nfr om\nAhold\nDelhaiz e\nt o\nKPMG\nt o\nPhilips\nar e\nall\nchoosing\nGitHub\nt o\nbuild\nsoftwar e.\nGitHub\nCopilot\nis\nthe\n\ufb01rst-of-its-kind\nAI\npair\npr ogr ammer ,\nwhich\nhelps\nde v elopers\nwrite\nbetter\ncode\nfaster .\nMor e\nthan\n400,000\npeople\nha v e\nsubscribed\nsince\nwe\nmade\nit\ngener ally\na v ailable\na\nmonth\nago.\nAnd\nwith\nour\nexpanding\npor tfolio\nof\ncontainer\nser vices,\nor ganizations\nlik e\nH&M\ncan\nbuild\nmodern,\nmor e\nr esilient\ncloud-nativ e\napplications.\nAll\nup,\nr e v enue\nfr om\nA zur e\ncontainer\nser", "start_char_idx": 0, "end_char_idx": 1091, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6cd1e8c8-fe41-4dab-877a-8ec9eb99aca0": {"__data__": {"id_": "6cd1e8c8-fe41-4dab-877a-8ec9eb99aca0", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3562e0f7-e594-48b6-856d-9c47f0d490e7", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "82774f3d1bd8cb0005e5210261979167fccb0433695ebce0ea6faca7cb137e47", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "94b72182-d37f-4491-97a8-7e8b2ba856b3", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6e68b823f6ef9d8350252eb13b2c226aff304989d16a985f334dccfb07b3999d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "78494808-5c69-4aea-abae-a007bca2f413", "node_type": "1", "metadata": {}, "hash": "49205c0bb8c1c25b0ebe5fba144537732f2a2012a28fc66708eb40b0d379c7fa", "class_name": "RelatedNodeInfo"}}, "hash": "5de8a93be92ab0cbcd49e76adb2c3759d7134f216f1ec437f54b06d216851c8f", "text": "e v enue\nfr om\nA zur e\ncontainer\nser vices\nincr eased\nb y\ntriple\ndigits.\nNow\non\nt o\nP ower\nPlatform.\nWith\nP ower\nPlatform,\nwe\nar e\nhelping\ndomain\nexper ts\nr apidly\ndriv e\npr oductivity\ngains\nat\na\ntime\nwhen\nit' s\nne v er\nbeen\nmor e\nimpor tant.\nW e\nnow\nha v e\nnearly\n25\nmillion\nmonthly\nactiv e\nusers,\nand\nwe\nar e\ninno v ating\nt o\nmak e\nit\ne v en\neasier\nfor\nteams\nof\npr o\nand\ncitiz en\nde v elopers\nt o\nbuild\nend-t o-end\nbusiness\nsolutions\nt ogether .\nAB\nInBe v ,\nARM,\nE quinor ,\nT o y ota,\nV odafone\nand\nZ urich\nInsur ance\nha v e\nall\nbuilt\ncenters\nof\nex cellence\nt o\ntr ain\nemplo y ees\nat\nscale\non\nhow\nt o\nuse\nP ower\nPlatform.\nPG&E,\nfor\nexample,\nexpects\nt o\nsa v e\nat\nleast\n720,000\nhours\nb y\neliminating\nr edundant\nand\nmanual\npr ocesses\nacr oss\nemplo y ee\nwork\ufb02ows.\nNow\non\nt o\nDynamics\n365.\nW e\nar e\nhelping\nor ganizations\ndigitiz e\ntheir\ncust omer\nexperience,\nser vice,\n\ufb01nance\nand\nsupply\nchain\nfunctions\nas\nwe\ncontinue\nt o\noutgr ow\nthe\nmark et\nin\ne v er y\ncategor y .\nOur\nnew\nMicr osoft\nDigital\nContact\nCenter\nPlatform\nbrings\nt ogether\nDynamics\n365,\nMicr osoft\nT", "start_char_idx": 1055, "end_char_idx": 2115, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "78494808-5c69-4aea-abae-a007bca2f413": {"__data__": {"id_": "78494808-5c69-4aea-abae-a007bca2f413", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3562e0f7-e594-48b6-856d-9c47f0d490e7", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "82774f3d1bd8cb0005e5210261979167fccb0433695ebce0ea6faca7cb137e47", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6cd1e8c8-fe41-4dab-877a-8ec9eb99aca0", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "5de8a93be92ab0cbcd49e76adb2c3759d7134f216f1ec437f54b06d216851c8f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "cc189d17-8382-4207-b336-d6ef48dc8500", "node_type": "1", "metadata": {}, "hash": "45c777c6c9b9fe76c2a53b9e04b3b6828a5d935dc9ced17e3a881fa74d9b1063", "class_name": "RelatedNodeInfo"}}, "hash": "49205c0bb8c1c25b0ebe5fba144537732f2a2012a28fc66708eb40b0d379c7fa", "text": "ogether\nDynamics\n365,\nMicr osoft\nT eams\nas\nwell\nas\nenterprise\nAI\ncapabilities\nfr om\nNuance\nt o\nhelp\ncust omers\nlik e\nHP\ndeliv er\nomnichannel\ncust omer\nengagement.\nAnd\nnew\nintegr ations\nbetween\nDynamics\n365\nand\nIntelligent\nOr der\nManagement\nand\nT eams\nhelp\npeople\ncollabor ate\nin\nthe\n\ufb02ow\nof\nwork\nt o\no v er come\nsupply\nchain\ndisruptions.\nW e\nar e\nwinning\ncust omers\nas\nwe\nhelp\nor ganizations\naddr ess\ntheir\nmost\npr essing\nchallenges.\nP ete ' s\nCoff ee\nis\nmodernizing\nits\nsupply\nchain\nwith\nour\nbusiness\napplications.\nCarlsber g\nis\nstandar dizing\nits\n\ufb01eld\nser vice\nand\ncust omer\nser vice\noper ations.\nAnd\nVisa\nswitched\nt o\nDynamics\n365\nfor\nboth\nits\nsales\nand\ncall\ncenter\nor ganizations.", "start_char_idx": 2081, "end_char_idx": 2764, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cc189d17-8382-4207-b336-d6ef48dc8500": {"__data__": {"id_": "cc189d17-8382-4207-b336-d6ef48dc8500", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "342d48b6-80eb-4e0f-8c29-ea536ecd9e1a", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "585e552449f12063ace80634be314f36092df18a093a2e47f17051754430932e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "78494808-5c69-4aea-abae-a007bca2f413", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "49205c0bb8c1c25b0ebe5fba144537732f2a2012a28fc66708eb40b0d379c7fa", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "61300386-4103-416e-a7a1-57e458d38cec", "node_type": "1", "metadata": {}, "hash": "c9c49ce4cd3bd175b95ce6d9378e1a224c50e499395f8eed65e5fb946527fd0d", "class_name": "RelatedNodeInfo"}}, "hash": "45c777c6c9b9fe76c2a53b9e04b3b6828a5d935dc9ced17e3a881fa74d9b1063", "text": "When\nit\ncomes\nt o\nour\nindustr y\nand\ncr oss-industr y\nclouds,\nwe\nar e\nseeing\nstr ong\nadoption\nas\nwe\ntak e\na\nplatform-driv en\nappr oach\nt o\nhelp\nor ganizations\ndeliv er\non\ntheir\ndigital\nimper ativ e.\nF or\nexample,\nMicr osoft\nCloud\nfor\nHealthcar e,\ninclusiv e\nof\nNuance,\nis\nbecoming\nthe\nplatform\nof\nchoice\nfor\ncompanies\nacr oss\nthe\nhealth\ncar e\nv alue\nchain,\nlooking\nt o\ndriv e\nmeaningful\nclinical\nand\n\ufb01nancial\noutcomes.\nWhether\nit' s\na\npr o vider\nmodernizing\ncar e\ndeliv er y ,\na\nhealth\nplan\ntr ansforming\nthe\nmember\nexperience\nor\na\nr etailer\nexpanding\nint o\nhealth\nser vices,\nha ving\na\ntechnology\npar tner\nthat\nis\ntruly\ndedicated\nt o\nempowering\ntheir\nsuccess\nis\na\nsigni\ufb01cant\ndiff er entiat or\nfor\nus.\nIntermountain\nHealthcar e,\nfor\nexample,\nchose\nthe\nCloud\nfor\nHealthcar e\nas\nwell\nas\nNuance ' s\nD AX\nAmbient\nIntelligence\nsolution\nas\nthe\npillar\nof\nits\nnew\ndigital\nstr ategy .\nNow\non\nt o\nMicr osoft\n365\nand\nT eams.\nIn\nthis\neconomic\nenvir onment,\ne v er y\nor ganization\nis\nlooking\nt o\nsuppor t\nemplo y ee\n\ufb02exibility\nand\nimpr o v e\npr oductivity .\nHybrid\nwork\nis\nnow\njust\nwork,\nand\nit' s\nimper ativ e\nthat\nor ganizations\nr econnect\nand\nr", "start_char_idx": 0, "end_char_idx": 1132, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "61300386-4103-416e-a7a1-57e458d38cec": {"__data__": 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"Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "45c777c6c9b9fe76c2a53b9e04b3b6828a5d935dc9ced17e3a881fa74d9b1063", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a3071c83-b830-4925-a952-6abc900a828e", "node_type": "1", "metadata": {}, "hash": "2b36e25eb40e73d0a363e0a37c891cd41e582877e5fe6a1fb88a3a42ee7e2ccf", "class_name": "RelatedNodeInfo"}}, "hash": "c9c49ce4cd3bd175b95ce6d9378e1a224c50e499395f8eed65e5fb946527fd0d", "text": "s\nimper ativ e\nthat\nor ganizations\nr econnect\nand\nr e-engage\nthe\nwork\nfor ce\nat\nhome\nand\no\ufb03ce\nand\ne v er ywher e\nin\nbetween.\nT o\ndo\nthis\ncompanies\nneed\na\ndigital\nfabric\nthat\nconnects\nemplo y ees\nas\nwell\nas\ncust omers\nand\npar tners\nwher e v er\nand\nwhene v er\nthe y\nwork\nwhile\nr educing\ncost\nand\ncomplexity .\nW e \u2019r e\nall\nin\non\nT eams.\nOv er\nthe\npast\ny ear\nwe \u2019v e\nintr oduced\nmor e\nthan\n450\ncapabilities\nt o\nempower\nfr ontline\nand\nknowledge\nwork ers\nt o\ncollabor ate\nsynchr onously\nand\nasynchr onously\nas\nwell\nas\nr emote\nand\nin-person.\nT eams\nis\ntaking\nshar e\nacr oss\ne v er y\ncategor y\nfr om\ncollabor ation\nt o\nchat\nt o\nmeetings\nt o\ncalling\nand\nseeing\nhigher\nusage\nintensity\nas\ncompanies\nturn\nt o\nthe\nplatform\nt o\nacceler ate\ntheir\ndigital\ntr ansformation\nand\nor chestr ate\nall\ntheir\nbusiness\npr ocess\nin\nthe\n\ufb02ow\nof\nwork.\nISVs\nfr om\nAdobe\nt o\nW ork da y\nha v e\nbuilt\ndeep\nintegr ations\nwith\nT eams.\nAnd\nmor e\nthan\n100,000\ncompanies,\nincluding\nJohnson\n&\nJohnson,\nL umen\nT echnologies\nand\nPr ogr essiv e\nInsur ance\nha v e\ndeplo y ed\ncust om\nline\nof\nbusiness\napplications\nin\nT eams.\nAll\nup,\nthe\nnumber\nof\nthir d-par", "start_char_idx": 1081, "end_char_idx": 2193, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": 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e\nAI-power ed\ncamer as.\nMor e\nthan\n60%\nof\nthe\nF or tune\n500\nha v e\nchosen\nT eams\nRooms\nt o\nconnect\nemplo y ees\nacr oss\nthe\nhybrid\nworkplace.\nW e 'r e\nalso\nbuilding\na\ncompletely\nnew\nsuite\nwith\nMicr osoft\nV ee v a\nas\nwe\ncr eate\na\nnew\nemplo y ee\nexperience\ncategor y .\nThis\nis\nboth\na\npriority\nfor\nour\ncust omers\nand\nan\nexpansiv e\nand\nhigh-gr owth\nT AM\nfor\nus.\n25%\nof\nthe\nF or tune\n500\nalr eady\nuse\nV ee v a\nas\nor ganizations\nincr easingly\nr ecogniz e\nthat\nemplo y ee\nexperience\nand\nwell-being\nar e\nessential\nt o\ntheir\npr oductivity .\nW e\nha v e\nseen\nbr oad\nadoption\nacr oss\nsegments\nand", "start_char_idx": 2155, "end_char_idx": 3123, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f758742f-ac55-4916-a0db-326251ef8ea8": {"__data__": {"id_": "f758742f-ac55-4916-a0db-326251ef8ea8", "embedding": null, 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Earnings Call Transcript.pdf"}, "hash": "2b36e25eb40e73d0a363e0a37c891cd41e582877e5fe6a1fb88a3a42ee7e2ccf", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "68a886c7-afb5-4340-b3ab-36010e185cc8", "node_type": "1", "metadata": {}, "hash": "5538de1f0ab3a354baf83ea1a23ca91eb6cc562b454c62484fd124b3ebe7cd27", "class_name": "RelatedNodeInfo"}}, "hash": "ec93ba529ad0f0aaf854ffcf4703c1e7e70ea80e99c5feb7c364b8b3813ccbac", "text": "industries\nfr om\nCommonwealth\nBank,\nFidelity\nInv estments\nand\nMaster car d\nt o\nAstr aZ eneca\nand\nSchlumber ger .\nAnd\nthis\ninno v ation\nis\ndriving\nr e v enue\ngr owth\nacr oss\nMicr osoft\n365.\nAsahi,\nExpedia\nGr oup\nand\nQualcomm\nall\nchose\nour\npr emium\noff erings\nt o\ntr ansform\nhow\nemplo y ees\nwork.\nE5\nseats\nincr eased\nmor e\nthan\n60%\ny ear-o v er-y ear .\nNow\non\nt o\nWindows.\nWith\nWindows,\nwe\nar e\nputting\npeople\nat\nthe\ncenter\nt o\nhelp\nthem\nsecur ely\nwork,\nconnect\nand\npla y .\nDespite\na\nchanging\nmark et\nfor\nPCs\nduring\nthe\nquar ter ,\nwe\ncontinue\nt o\nsee\nmor e\nPCs\nshipped\nthan\npr e\npandemic\nand\nar e\ntaking\nshar e.\nAnd\nwe\nar e\nseeing\nhigher\nmonthly\nusage\nof\nWindows\n11\napplications\nwith\nincr eased\ntime\nspent\nacr oss\ncr eativ e\nwork,\ncollabor ation,\ngaming,\nmedia\nand\nwriting\ncode\nas\npeople\nr ely\non\nthe\nPC\nfor\nits\nunique\npr oductivity\ncapabilities,\nrich\ninter activ e\nexperiences\nand\nt o\nsta y\nconnected.\nW e\nar e\ntr ansforming\nhow\nWindows\nis\nexperienced\nand\nmanaged\nwith\nA zur e\nVir tual\nDeskt op\nand\nWindows\n365.\nA zur e\nVir tual\nDeskt op\nmonthly\nactiv e\nusage\nincr eased\nnearly\n60%\ny ear-o v er-y ear .\nOne\ny ear\nin,\nwe\nar e\nseeing\nstr", "start_char_idx": 0, "end_char_idx": 1134, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "68a886c7-afb5-4340-b3ab-36010e185cc8": {"__data__": {"id_": 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Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ec93ba529ad0f0aaf854ffcf4703c1e7e70ea80e99c5feb7c364b8b3813ccbac", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a69ac181-2c43-419a-9eb6-459ed4168e71", "node_type": "1", "metadata": {}, "hash": "121563281988924d9afbe7d736587d248ecd84d238c8425ba7ae6520d2519193", "class_name": "RelatedNodeInfo"}}, "hash": "5538de1f0ab3a354baf83ea1a23ca91eb6cc562b454c62484fd124b3ebe7cd27", "text": "v er-y ear .\nOne\ny ear\nin,\nwe\nar e\nseeing\nstr ong\nadoption\nof\nWindows\n365\nfr om\nor ganizations\nin\ne v er y\nindustr y\nfr om\nHambur g\nCommer cial\nBank\nand\nK yndr yl\nt o\nLEGO\nGr oup\nand\nSchr oders\nas\nthe y\nuse\ncloud\nPCs\nt o\nr apidly\nonboar d\nnew\nand\ntempor ar y\nemplo y ees\nand\nspeed\nM&A\nintegr ation\nwhile\nr educing\nI T\ncosts.\nNow\non\nt o\nsecurity .\nAs\nthe\nr ate\nand\npace\nof\nthr eats\ncontinue\nt o\nacceler ate,\nsecurity\nis\nthe\nt op\npriority\nfor\ne v er y\nor ganization.\nW e\npr o vide\ncompr ehensiv e\nsolutions\nthat\nintegr ate\nmor e\nthan\n50\ncategories\ninformed\nb y\nmor e\nthan\n43\ntrillion\nsignals\neach\nda y ,\nr educing\ncost\nand\ncomplexity .\nW e 'r e\ntaking\nshar e\nacr oss\nall\nmajor\ncategories\nwe\nser v e.\nAll\nup,\nour\nsecurity\nr e v enue\nincr eased\n40%.\nW e\nar e\nthe\nonly\ncloud\npr o vider\nwith\npr otection\nfor\nthe\nt op\n3\ncloud\nplatforms,\nand\nwe\nar e\nseeing\nmor e\nand\nmor e\ncust omers\nturn\nt o\nus\nt o\npr otect\ntheir\nmulti-cloud,\nmulti-platform\ninfr astructur e.\nP earson\nVUE\nand\nV odafone\nboth\nchose\nour\nsecurity\nstack\nt o\npr otect\ntheir\ndigital\nestate\nacr oss\nclouds.\nAnd\nwe 'r e\ngoing\nfur ther\nt", "start_char_idx": 1089, "end_char_idx": 2177, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a69ac181-2c43-419a-9eb6-459ed4168e71": {"__data__": 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o\nLink edIn.\nW e\nonce\nagain\nsaw\nr ecor d\nengagement\namong\nthe\nmor e\nthan\n850\nmillion\nmembers,\na\ntestament\nt o\nhow\nmission-critical\nthe\nplatform\nis\nt o\nconnect\njob\nseek ers\nwith\njobs,\nlearners\nwith\nskills\nand\nmark eteers\nwith\nbuy ers.\nW e\nar e\nseeing\njob\ncandidates\nand\nemplo y ers\nalik e\nprioritiz e\nskills\nt o\nmor e\ne\ufb03ciently\n\ufb01nd\nand\nsour ce\nwork.", "start_char_idx": 2137, "end_char_idx": 2922, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fcd0ea16-fdbd-48b2-86e9-665dac12c3cb": {"__data__": {"id_": "fcd0ea16-fdbd-48b2-86e9-665dac12c3cb", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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eteers\nand\npublishers\nmor e\nlong-term\nviable\nad\nsolutions\nand\nsuppor ts\nconsumer\npriv acy\nand\nstr ong\ndata\ngo v ernance.\nIt\nstar ts\nwith\nour\n\ufb01rst-par ty\nInternet\nexperiences.\nW e\nar e\nfocused\non\nincr easing\nour\nshar e\nand\nengagement\nacr oss\nE dge,\nBing\nand\nour\npersonaliz ed\ncontent\nf eed,\nMicr osoft\nStar t.\nDaily\ncontent\nconsumption\nacr oss\nStar t\nin\ncategories\nlik e\nnews,\nweather ,\n\ufb01nance\nand\nspor ts\nincr", "start_char_idx": 0, "end_char_idx": 1087, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8ea0e9a2-39a3-4300-be13-bf134412f8fe": {"__data__": {"id_": "8ea0e9a2-39a3-4300-be13-bf134412f8fe", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": 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tner\nfor\nits\n\ufb01rst\nad-suppor ted\nsubscription\noff ering,\na\nv alidation\nof\nthe\ndiff er entiated\nv alue\nwe\npr o vide\nt o\nany\npublisher\nlooking\nfor\na\n\ufb02exible\npar tner\nwilling\nt o\nbuild\nand\ninno v ate\nwith\nthem.\nAnd\nwith\nPr omoteIQ,\nwe\nar e\npr o viding\na\nplatform\nfor\nr etailers\nlik e\nHome\nDepot,\nK ohl' s\nand\nKr oger\nt o\nbuild\ntheir\nown\ndigital\ncommer ce\nand\nmark eting\nchannels.\nThis\nquar ter ,\nSephor a\nchose\nour\nsolution\nt o\nhelp\nbuild\na\nnew\nadv er", "start_char_idx": 1046, "end_char_idx": 2138, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "383aa048-a2f4-4067-b33f-9e5921ba727f": {"__data__": {"id_": "383aa048-a2f4-4067-b33f-9e5921ba727f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": 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{"node_id": "a17172cd-fd6a-4365-bcfb-abd36b937f2e", "node_type": "1", "metadata": {}, "hash": "a7c84b2be0803edc91ee5f294eb1b522b163f2aadf7988d9001a519a532bc8f1", "class_name": "RelatedNodeInfo"}}, "hash": "99ea14e15a0d1807682a0094e96f92d683dae6edeadebd0d652a9311c60e6d81", "text": "o\nhelp\nbuild\na\nnew\nadv er tising\nr e v enue\nstr eam\nwhile\nmaintaining\nownership\nof\ntheir\nown\ndata\nand\ncust omer\nr elationships.\nNow\non\nt o\ngaming.\nW e\noff er\nthe\nbest\nv alue\nin\nthe\ngaming\nindustr y .\nOur\nXbo x\nGame\nP ass\nsubscription\nser vice\nincludes\naccess\nt o\nhundr eds\nof\ngames,\nand\nXbo x\nSeries\nS\nis\nthe\nmost\naffor dable\nnext-gener ation\nconsole.\nW e\nsold\nmor e\nconsoles\nliv e\nt o\ndate\nthan\nany\npr e vious\ngener ation\nof\nXbo x\nand\nha v e\nbeen\nthe\nmark et\nleader\nin\nNor th\nAmerica\nfor\n3\nquar ters\nin\na\nr ow\namongst\nnext-gen\nconsoles.\nAnd\nwith\nXbo x\nCloud\nGaming,\nwe\nar e\nbringing\ngames\nt o\nnew\nendpoints.\nPla y ers\nnow\ncan\nstr eam\nXbo x\ngames\non\nSamsung\nsmar t\nT Vs.\nAnd\nwe\npar tner ed\nwith\nEpic\nGames\nt o\nmak e\nF or tnite\na v ailable\nfor\nfr ee\nvia\nthe", "start_char_idx": 2113, "end_char_idx": 2869, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a17172cd-fd6a-4365-bcfb-abd36b937f2e": {"__data__": {"id_": "a17172cd-fd6a-4365-bcfb-abd36b937f2e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": 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eamed\nthe\ngame\nt o\ndate,\nincluding\no v er\n1\nmillion\nwho\nwer e\nnew\nt o\nour\necosystem.\nIn\nclosing,\nwe\nar e\ninv esting\nin\nsharpening\nour\nfocus\nt o\nhelp\nour\ncust omers\nduring\nthis\ncritical\nmoment\nand\nt o\ncaptur e\nthe\nmassiv e\ntechnological\nshifts\nunder wa y .\nOur\npor tfolio\nof\nbest-of-categor y\npr oducts\nand\nbest-of-suite\nsolutions,\nalong\nwith\nour\ndur able\nbusiness\nmodels,\nan\nintense\nfocus\non\nprioritization\nand\nex ecutional\nex cellence,\nmak e\nme\ncon\ufb01dent\nabout\nour\noppor tunity\nahead\nin\nthe\ncoming\ny ear .\nWith\nthat,\nI'll\nhand\nit\no v er\nt o\nAmy .\nA my\nHood\nThank\ny ou,\nSaty a,\nand\ngood\nafternoon,\ne v er y one.\nThis\nquar ter ,\nr e v enue\nwas\n$51.9\nbillion,\nup\n12%\nand\n16%\nin\nconstant\ncurr ency .\nEarnings\nper\nshar e\nwas\n$2.23\nand\nincr eased\n3%\nand\n8%\nin\nconstant\ncurr ency .\nI' d\nlik e\nt o\nstar t\nb y\ndiscussing\nthe\nimpact\nof\nthe\nmacr oeconomic\nenvir onment\non\nour\nr esults\nthis\nquar ter .\nFirst,\nFX.\nThe\nU.S.\ndollar\nstr engthened\nthr oughout\nthe\nquar ter ,\ncr eating\nan\nadditional\nheadwind\nbe y ond\nwhat\nwe\nshar ed\nmid-quar ter .\nAs\na\nr", "start_char_idx": 0, "end_char_idx": 1082, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8b965a1f-af3d-4d55-bc90-da7c0536d567": {"__data__": {"id_": "8b965a1f-af3d-4d55-bc90-da7c0536d567", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], 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esult,\nfor\nthe\nfull\nquar ter ,\nr e v enue\nand\nEPS\nwer e\nnegativ ely\nimpacted\nb y\n$595\nmillion\nand\n$0.04\nper\nshar e,\nbe y ond\nour\nexpectations\nshar ed\nin\nApril.\nNext,\nextended\npr oduction\nsetdowns\nin\nChina\nthat\ncontinued\nthr ough\nMa y\nand\na\ndeterior ating\nPC\nmark et\nin\nJune\ncontributed\nt o\na\nnegativ e\nWindows\nOEM\nr e v enue\nimpact\nof\nmor e\nthan\n$300\nmillion.\nAnd\n\ufb01nally ,\nr eductions\nin\nadv er tising\nspend\nimpacted\nLink edIn\nMark eting\nSolutions\nand\nsear ch\nand\nnews\nadv er tising\nr e v enue\nb y\nmor e\nthan\n$100\nmillion.\nIn\nour\nconsumer\nbusiness,\ndespite\nthose\nmacr o\nchallenges,\nwe\ndr o v e\nanother\nquar ter\nof\nshar e\ngains\nfor\nWindows\nin\nthe\nPC\nmark et\nand\nfor\nE dge\nin\nbr owsers.\nIn\nour\ncommer cial\nbusiness,\nQ4\nwas\nthe\nlar gest\nquar ter\ne v er\nfor\nlong-term\ncommitments\nt o\nour\nplatform.\nAnd\nas\ny ou\nhear d\nfr om\nSaty a,\nwe\nsaw\nshar e\ngains\nin\nar eas\nsuch\nas\ndata\nand\nAI,\nDynamics,\nT eams\nand\nsecurity .\nAgainst\na\nstr ong\nprior\ny ear\ncompar able,\ncommer cial\nbookings\nincr eased\n25%\nand\n35%\nin\nconstant\ncurr ency ,\nsigni\ufb01cantly\nahead\nof\nexpectations.\nOur\nr", "start_char_idx": 1058, "end_char_idx": 2145, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ff6bb12b-cfe0-4d6f-a0ae-bc2bb31b28d6": {"__data__": {"id_": "ff6bb12b-cfe0-4d6f-a0ae-bc2bb31b28d6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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"ency ,\nsigni\ufb01cantly\nahead\nof\nexpectations.\nOur\nr ecor d\ncommitment\nquar ter\nwas\ndriv en\nb y\nincr eases\nin\nthe\nnumber\nof\n$100\nmillion-plus\nA zur e\nand\n$10\nmillion-plus\nMicr osoft\n365\ncontr acts\nas\nwell\nas\nconsistent\nstr ong\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions.\nCommer cial\nr emaining\nper formance\nobligation\nincr eased\n34%\nand\n37%\nin\nconstant\ncurr ency\nt o\n$189\nbillion.\nRoughly\n45%\nwill\nbe\nr ecogniz ed\nin\nr e v enue\nin\nthe\nnext\n12\nmonths,\nup\n28%\ny ear-o v er-y ear .\nThe\nr emaining\npor tion\nwhich\nwill\nbe\nr ecogniz ed\nbe y ond", "start_char_idx": 2097, "end_char_idx": 2639, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "716dc6cb-abfd-4cff-8fad-2bd9069b2b49": {"__data__": {"id_": "716dc6cb-abfd-4cff-8fad-2bd9069b2b49", "embedding": null, "metadata": {"title": "Microsoft Corporation 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"407cb27de6f6e6bae035946cd1a385c5936ce5f863fcd3c66ddb1e9b0d44c8c5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "32834ef9-6378-4999-9928-688c1a3e4ed3", "node_type": "1", "metadata": {}, "hash": "9c731bd907ec4860ce1962c9e8f68b9cb4bc392ec06ce1a2a2024d888f8dc9ae", "class_name": "RelatedNodeInfo"}}, "hash": "98e1fd716b0085f71f8a2a99421e45b1e056e18a071f562be768253a93d1341f", "text": "the\nnext\n12\nmonths,\nincr eased\n39%\ny ear-o v er-y ear ,\nand\nour\nacuity\nmix\nincr eased\n1\npoint\ny ear-o v er-y ear\nt o\n96%.\nMicr osoft\nCloud\nr e v enue\nwas\n$25\nbillion\nand\ngr ew\n28%\nand\n33%\nin\nconstant\ncurr ency .\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\ndecr eased\nslightly\ny ear-o v er-y ear\nt o\n69%.\nEx cluding\nthe\nimpact\nfr om\nthe\nchange\nin\naccounting\nestimate\nfor\nuseful\nliv es,\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n1\npoint,\ndriv en\nb y\nimpr o v ement\nacr oss\nour\ncloud\nser vices,\npar tially\noffset\nb y\nsales\nmix\nshift\nt o\nA zur e.\nNow\nback\nt o\nt otal\ncompany\nle v el.\nAs\nnoted\nearlier ,\nFX\ndecr eased\nt otal\ncompany\nr e v enue\nb y\n4\npoints,\n2\npoints\nunfa v or able\nt o\nexpectations.\nAdditionally ,\nFX\ndecr eased\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\n2\npoints,\n1\npoint\nfa v or able\nt o\nexpectations.\nGr oss\nmar gin\ndollars\nincr eased\n10%\nand\n15%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\ny ear-o v er-y ear\nt o\n68%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\nand\nFX,\ngr oss\nmar gin\nper centage\nincr eased\nslightly\nas\nthe\nimpr o v ement\nin\ncloud\nser", "start_char_idx": 0, "end_char_idx": 1123, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "32834ef9-6378-4999-9928-688c1a3e4ed3": {"__data__": {"id_": "32834ef9-6378-4999-9928-688c1a3e4ed3", "embedding": null, 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eased\n15%\nand\n19%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n3\npoints\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\ndeclined\nr oughly\n2\npoints,\ndriv en\nb y\nsales\nmix\nshift\nt o\nA zur e,\npar tially\noffset\nb y\nimpr o v ements\nin\nA zur e\nmar gins.\nOper ating\nexpenses\nincr eased\n20%\nand\n22%\nin\nconstant\ncurr ency ,\nincluding\nr oughly\n7\npoints\nof\nimpact\nfr om\nNuance.\nAnd\noper ating\nincome\ngr ew\n11%\nand\n18%\nin\nconstant\ncurr ency .\nNow\nt o\nMor e\nP ersonal\nComputing.\nRe v enue\nwas\n$14.4\nbillion,\nincr easing\n2%\nand\n5%\nin\nconstant\ncurr ency .\nFX\ndecr eased\nsegment\nr e v enue\n$127\nmillion\nmor e\nthan\nexpected.\nEx cluding\nthe\nadditional\nFX\nheadwind,\nsegment\nr esults\nwer e\nbelow\nour\nguidance\nr ange,\ndriv en\nb y\nthe\nPC\nand\nad\ntr ends\nmentioned\nearlier .\nWindows\nOEM\nr e v enue\ndecr 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"file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "5f5c809589f32b87a54754f3eee808c611e0cd5e036aae09f1005df59141617d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b4783b24-da76-405e-8ab5-56753c699425", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3544ef4216d3747fbe4aed50c6239f0b2a803c9acea2e4fa1bc14c038be58917", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "716af2de-1caf-407b-8773-a03eb7b58555", "node_type": "1", "metadata": {}, "hash": "73b0ef20355205ed5fd6deb2ab6a7468d108a6d0e98f35768dc4cbad9adb6d1b", "class_name": "RelatedNodeInfo"}}, "hash": "18d0efa6c7c9d87872f1d1dc2c1d30b61fcbf016dbbc4b033dcb888ca46c9f16", "text": "ating\nPC\nmark et,\nwe\nsaw\nshar e\ngains\nagain\nthis\nquar ter\nand\nv olumes\nr emained\nabo v e\npr e-pandemic\nle v els.\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\ngr ew\n6%\nand\n12%\nin\nconstant\ncurr ency ,\nlower\nthan\nexpected\ndue\nt o\nsome\nimpact\nfr om\nthe\nsmall\nand\nmedium\nbusiness\ndeal\nmoder ation\nnoted\nearlier .\nSur face\nr e v enue\ngr ew\n10%\nand\n15%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ncommer cial\nsales.\nSear ch\nand\nnews\nadv er tising\nr e v enue\nex\nT A C\nincr eased\n18%\nand\n21%\nin\nconstant\ncurr ency ,\nlower\nthan\nexpected,\ndriv en\nb y\nthe\nslowdown\nin\nadv er tising\nspend\nnoted\nearlier ,\npar tially\noffset\nb y\nthe\ninclusion\nof\n3\nweeks\nof\nr esults\nfr om\nXandr .\nAnd\nin\ngaming,\nr e v enue\ndeclined\n7%\nand\n5%\nin\nconstant\ncurr ency ,\nin\nline\nwith\nexpectations.\nXbo x\nhar dwar e\nr e v enue\ndeclined\n11%\nand\n8%\nin\nconstant\ncurr ency .\nXbo x\ncontent\nand\nser vices\nr e v enue\ndeclined\n6%\nand\n4%\nin\nconstant\ncurr ency ,\ndriv en\nb y\nlower\nengagement\nhours\nand\nmonetization\nin\nthir d-par ty\nand\n\ufb01rst-par ty\ncontent,\npar tially\noffset\nb y\ngr owth\nin\nXbo x\nGame\nP ass\nsubscriptions.\nSegment\ngr oss\nmar", "start_char_idx": 1106, "end_char_idx": 2206, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "716af2de-1caf-407b-8773-a03eb7b58555": {"__data__": {"id_": "716af2de-1caf-407b-8773-a03eb7b58555", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "496d47e4-17a3-4978-b0f0-134f6462ee30", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "5f5c809589f32b87a54754f3eee808c611e0cd5e036aae09f1005df59141617d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8c2997a3-8767-4c0d-a348-c9f3e57406c8", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "18d0efa6c7c9d87872f1d1dc2c1d30b61fcbf016dbbc4b033dcb888ca46c9f16", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2973d67b-f122-4672-b27f-41b0124e972c", "node_type": "1", "metadata": {}, "hash": "c9b4cbb9660399a18fdc23185657461d1a4af5db0d2a550e11d03dff3c0c057c", "class_name": "RelatedNodeInfo"}}, "hash": "73b0ef20355205ed5fd6deb2ab6a7468d108a6d0e98f35768dc4cbad9adb6d1b", "text": "x\nGame\nP ass\nsubscriptions.\nSegment\ngr oss\nmar gin\ndollars\nwer e\nr elativ ely\nunchanged\nand\nincr eased\n4%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n1\npoint\ny ear-o v er-y ear ,\ndriv en\nb y\nincr eased\nusage\nof\nWindows\nCommer cial\nCloud\nser vices.\nOper ating\nexpenses\nincr eased\n8%\nand\n10%\nin\nconstant\ncurr ency ,\nand\noper ating\nincome\ndecr eased\n5%\nand\nwas\nr elativ ely\nunchanged\nin\nconstant\ncurr ency .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es,\nincluding\n\ufb01nance\nleases,\nwer e\n$8.7\nbillion,\nin\nline\nwith\nexpectations.\nCash\npaid\nfor\nPP&E\nwas\n$6.9\nbillion.\nOur\ndata\ncenter\ninv estments\ncontinue\nt o\nbe\nbased\non\nsigni\ufb01cant\ncust omer\ndemand\nand\nusage", "start_char_idx": 2160, "end_char_idx": 2857, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2973d67b-f122-4672-b27f-41b0124e972c": {"__data__": {"id_": 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Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "73b0ef20355205ed5fd6deb2ab6a7468d108a6d0e98f35768dc4cbad9adb6d1b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "945a62cd-9daf-49b1-8448-990ab85b75f4", "node_type": "1", "metadata": {}, "hash": "98f6c93bd959531ce6f50e391b7fc695c9ca52e474a8f45f6fb6ef6db2fc1563", "class_name": "RelatedNodeInfo"}}, "hash": "c9b4cbb9660399a18fdc23185657461d1a4af5db0d2a550e11d03dff3c0c057c", "text": "signals.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$24.6\nbillion,\nincr easing\n8%,\ndriv en\nb y\nstr ong\ncloud\nbillings\nand\ncollections.\nF r ee\ncash\n\ufb02ow\nwas\n$17.8\nbillion,\nup\n9%\ny ear-o v er-y ear .\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\nnegativ e\n$47\nmillion,\nprimarily\ndriv en\nb y\nnet\nlosses\non\ninv estments,\nincluding\nmark-t o-mark et\nlosses\non\nour\nequity\npor tfolio.\nE quity\nmark et\ndeclines\ndr o v e\nnet\ninv estment\nlosses\nthis\nquar ter\ncompar ed\nt o\nnet\ninv estment\ngains\nlast\ny ear ,\nr esulting\nin\na\nnegativ e\n3-point\nimpact\non\nEPS\ngr owth.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o ximately\n18%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$12.4\nbillion\nt o\nshar eholders,\nup\n19%\ny ear-o v er-y ear\nthr ough\nshar e\nr epur chases\nand\ndividends,\nbringing\nour\nt otal\ncash\nr eturned\nt o\nshar eholders\nt o\no v er\n$46\nbillion\nfor\nthe\nfull\n\ufb01scal\ny ear .\nNow\nmo ving\nt o\nour\noutlook.\nMy\ncommentar y\nfor\nboth\nthe\nfull\ny ear\nand\nnext\nquar ter\ndoes\nnot\ninclude\nany\nimpact\nfr om\nActivision,\nwhich\nwe\nstill\nexpect\nt o\nclose\nb y\nthe\nend\nof\nthe\n\ufb01scal\ny ear .\nLet\nme\nstar t\nwith\nsome\nfull\ny", "start_char_idx": 0, "end_char_idx": 1051, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "945a62cd-9daf-49b1-8448-990ab85b75f4": {"__data__": {"id_": 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Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c9b4cbb9660399a18fdc23185657461d1a4af5db0d2a550e11d03dff3c0c057c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1fd8729d-b839-4e41-8f03-39613264871b", "node_type": "1", "metadata": {}, "hash": "8eb76f46cbd71717f738f6737c15a875b74ad6d5f58db1b258dde08b5f41bdca", "class_name": "RelatedNodeInfo"}}, "hash": "98f6c93bd959531ce6f50e391b7fc695c9ca52e474a8f45f6fb6ef6db2fc1563", "text": "ear .\nLet\nme\nstar t\nwith\nsome\nfull\ny ear\ncommentar y\nfor\nFY\n'23.\nFirst,\neff ectiv e\nat\nthe\nstar t\nof\nFY\n'23,\nwe\nar e\nextending\nthe\ndepr eciable\nuseful\nlif e\nfor\nser v er\nand\nnetwork\nequipment\nassets\nin\nour\ncloud\ninfr astructur e\nfr om\n4\nt o\n6\ny ears,\nwhich\nwill\napply\nt o\nthe\nasset\nbalances\non\nour\nbalance\nsheet\nas\nof\nJune\n30,\n2022,\nas\nwell\nas\nfutur e\nasset\npur chases.\nInv estments\nin\nour\nsoftwar e\nthat\nincr eased\ne\ufb03ciencies\nin\nhow\nwe\noper ate\nour\nser v er\nand\nnetwork\nequipment\nas\nwell\nas\nadv ances\nin\ntechnology\nha v e\nr esulted\nin\nliv es\nextending\nbe y ond\nhist orical\naccounting\nuseful\nliv es.\nThis\nchange\nonly\nimpacts\nthe\ntiming\nof\ndepr eciation\nexpense\nin\nthe\nfutur e\nfor\nthese\nassets.\nAs\na\nr esult,\nbased\non\nthe\noutstanding\nbalances\nas\nof\nJune\n30,\nwe\nexpect\n\ufb01scal\ny ear\n'23\noper ating\nincome\nt o\nbe\nfa v or ably\nimpacted\nb y\nappr o ximately\n$3.7\nbillion\nfor\nthe\nfull\n\ufb01scal\ny ear\nand\nappr o ximately\n$1.1\nbillion\nin\nthe\n\ufb01rst\nquar ter .\nThis\nhas\nbeen\nincluded\nin\nthe\nguidance\nwe\nwill\npr o vide\non\nt oda y '", "start_char_idx": 1015, "end_char_idx": 2028, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1fd8729d-b839-4e41-8f03-39613264871b": {"__data__": {"id_": 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Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "98f6c93bd959531ce6f50e391b7fc695c9ca52e474a8f45f6fb6ef6db2fc1563", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2cc2e9a3-7cac-4369-b1c4-51df7d2be8af", "node_type": "1", "metadata": {}, "hash": "9c9a6c9c90b1d5a8318098dcf6bf0e980e3464e878e0af9e31c8f5449949ddfe", "class_name": "RelatedNodeInfo"}}, "hash": "8eb76f46cbd71717f738f6737c15a875b74ad6d5f58db1b258dde08b5f41bdca", "text": "o vide\non\nt oda y ' s\ncall.\nAdditional\ndetails\non\nthe\nmechanics\nof\nthe\nchange\nar e\nin\nour\nearnings\nmaterials.\nSecond,\non\nFX.\nAssuming\ncurr ent\nr ates\nr emain\nstable,\nwe\nexpect\na\nr oughly\n4-point\nimpact\nt o\nfull\ny ear\nr e v enue\ngr owth\nwith\nheadwinds\nin\nH1\ngr eater\nthan\nin\nH2.\nFX\nshould\nalso\ndecr ease\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\n2\npoints.\nNow\nt o\nour\nfull\ny ear\nbusiness\noutlook\nbased\non\nthe\ncurr ent\nmacr o\nenvir onment.\nA t\ne v er y\nle v el\nof\nthe\ncompany ,\nwe\nmanage\nper formance\non\na\nconstant\ncurr ency\nbasis,\nas\nwe\nha v e\nfor\nmany\ny ears.\nTher efor e,\nwith\nthe\nFX\nv olatility\nwe\nha v e\nseen,\nI\nwill\ncomment\non\nfull\ny ear\nin\nconstant\ncurr ency\nand\nin\nU.S.\ndollars.\nW e\ncontinue\nt o\nexpect\ndouble-digit\nr e v enue\nand\noper ating\nincome\ngr owth\nin\nboth\nconstant\ncurr ency\nand\nU.S.\ndollars.\nRe v enue\ngr owth\nwill\nbe\ndriv en\nb y\ncontinued\nmomentum\nin\nour\ncommer cial\nbusiness\nand\na\nfocus\non\nshar e\ngains\nacr oss\nour\npor tfolio.", "start_char_idx": 2009, "end_char_idx": 2951, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2cc2e9a3-7cac-4369-b1c4-51df7d2be8af": {"__data__": {"id_": "2cc2e9a3-7cac-4369-b1c4-51df7d2be8af", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "96a68048-1e9f-40fe-8923-d1a6916e7b41", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7bac5c4a649ff86824ab2b23624564f03016486229f1c075a6391cd4eb90f337", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1fd8729d-b839-4e41-8f03-39613264871b", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8eb76f46cbd71717f738f6737c15a875b74ad6d5f58db1b258dde08b5f41bdca", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f4afe4dc-dedc-44b9-992b-0b90d6f69021", "node_type": "1", "metadata": {}, "hash": "5404ee903cb889975a72774ac392fdfc9fef0e72b99bf1df7b35fbb5d0ed5a9f", "class_name": "RelatedNodeInfo"}}, "hash": "9c9a6c9c90b1d5a8318098dcf6bf0e980e3464e878e0af9e31c8f5449949ddfe", "text": "Oper ating\nexpense\ngr owth\nwill\nbe\nsigni\ufb01cant\nearly\nin\nFY\n'23\nand\nwill\nmoder ate\nmaterially\no v er\nthe\ncourse\nof\nthe\ny ear\nas\nwe\nslow\nthe\nr ate\nof\nhiring\nt o\nfocus\non\nk e y\ngr owth\nar eas,\nincr ease\nthe\npr oductivity\nof\nprior\ny ear\nheadcount\ninv estments\nand\nanniv ersar y\nthe\nNuance\nand\nXandr\nacquisitions.\nAnd\ne v en\nwith\nthis\nsigni\ufb01cant\nle v el\nof\ninv estment\nin\nour\nfutur e,\nwe\nexpect\noper ating\nmar gins\nbased\non\nconstant\ncurr ency\nt o\nbe\nappr o ximately\n\ufb02at\ny ear-o v er-y ear\nin\nFY\n'23,\nex cluding\nthe\nbene\ufb01t\nfr om\nthe\nlatest\nchange\nin\nuseful\nlif e.\nAnd\nin\nU.S.\ndollars,\nwe\nexpect\nFY\n'23\nfull\ny ear\nmar gins\nt o\nbe\nr oughly\n\ufb02at\nas\nthe\nuseful\nlif e\nbene\ufb01t\nis\nmostly\noffset\nb y\nthe\nFX\nheadwind\nmentioned\nearlier .\nAnd\n\ufb01nally ,\nwe\nexpect\nour\nFY\n'23\neff ectiv e\ntax\nr ate\nt o\nbe\nr oughly\n19%.\nNow\nt o\nthe\noutlook\nfor\nthe\n\ufb01rst\nquar ter ,\nwhich\nunless\nspeci\ufb01cally\nnoted\nother wise,\nis\non\na\nU.S.\ndollar\nbasis.\nFirst,\nFX.\nWith\nthe\nstr onger\nU.S.\ndollar\nand\nbased\non\ncurr ent\nr ates,\nwe\nexpect\nFX\nt", "start_char_idx": 0, "end_char_idx": 996, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f4afe4dc-dedc-44b9-992b-0b90d6f69021": {"__data__": {"id_": "f4afe4dc-dedc-44b9-992b-0b90d6f69021", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "96a68048-1e9f-40fe-8923-d1a6916e7b41", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7bac5c4a649ff86824ab2b23624564f03016486229f1c075a6391cd4eb90f337", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2cc2e9a3-7cac-4369-b1c4-51df7d2be8af", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "9c9a6c9c90b1d5a8318098dcf6bf0e980e3464e878e0af9e31c8f5449949ddfe", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5f8a89e7-7a11-4944-ae38-963a81345f54", "node_type": "1", "metadata": {}, "hash": "406ab373886cca0f9c936f24a464c59c4711aa36761c4059163d27b569d1f118", "class_name": "RelatedNodeInfo"}}, "hash": "5404ee903cb889975a72774ac392fdfc9fef0e72b99bf1df7b35fbb5d0ed5a9f", "text": "ent\nr ates,\nwe\nexpect\nFX\nt o\ndecr ease\nt otal\nr e v enue\ngr owth\nb y\nappr o ximately\n5\npoints\nand\nt o\ndecr ease\nt otal\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\nappr o ximately\n3\npoints.\nWithin\nthe\nsegments,\nwe\nanticipate\nr oughly\n6\npoints\nof\nnegativ e\nFX\nimpact\non\nr e v enue\ngr owth\nin\nPr oductivity\nand\nBusiness\nPr ocesses\nand\nIntelligent\nCloud\nand\n3\npoints\nin\nMor e\nP ersonal\nComputing.\nOv er all,\nour\noutlook\nhas\nthe\ntr ends\nwe\nsaw\nin\nJune\ncontinue\nthr ough\nQ1.\nContinued\nweakness\nin\nthe\nPC\nmark et\ndemand\nand\nadv er tising\nspend\nwill\nimpact\nWindows\nOEM,\nSur face,\nLink edIn\nand\nsear ch\nand\nnews\nadv er tising\nr e v enue.\nOur\ndiff er entiated\nmark et\nposition,\ncust omer\ndemand\nacr oss\nour\nsolution\npor tfolio\nand\nconsistent\nex ecution\nacr oss\nthe\nMicr osoft\nCloud\nshould\ndriv e\nanother\nstr ong\nquar ter\nof\nr e v enue\nand\nshar e\ngr owth,\nalthough\nwe\nexpect\nt o\ncontinue\nt o\nsee\ngr owth\nmoder ation\nin\nour\nsmall-\nand\nmedium-siz ed\nbusiness\nsegment.\nIn\ncommer cial\nbookings,\nstr ong\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions\nand\nincr eased\ncommitment\nt o\nour\nplatform\nshould\ndriv e\nhealthy\ngr", "start_char_idx": 970, "end_char_idx": 2072, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5f8a89e7-7a11-4944-ae38-963a81345f54": {"__data__": {"id_": "5f8a89e7-7a11-4944-ae38-963a81345f54", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "96a68048-1e9f-40fe-8923-d1a6916e7b41", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7bac5c4a649ff86824ab2b23624564f03016486229f1c075a6391cd4eb90f337", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f4afe4dc-dedc-44b9-992b-0b90d6f69021", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "5404ee903cb889975a72774ac392fdfc9fef0e72b99bf1df7b35fbb5d0ed5a9f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7b3a6dc7-cd89-4695-96c4-a71df4f48400", "node_type": "1", "metadata": {}, "hash": "3d4a9a51b0571fa8f2c29ac0c0ca27d671ce5dced7d968efbc9e667c894de83a", "class_name": "RelatedNodeInfo"}}, "hash": "406ab373886cca0f9c936f24a464c59c4711aa36761c4059163d27b569d1f118", "text": "o\nour\nplatform\nshould\ndriv e\nhealthy\ngr owth\non\na\n\ufb02at\nexpir y\nbase.\nAs\na\nr eminder ,\nthe\ngr owing\nmix\nof\nlar ger\nlong-term\nmeasur e\ncontr acts,\nwhich\nar e\nmor e\nunpr edictable\nin\ntheir\ntiming,\nalwa ys\ndriv e\nincr eased\nquar terly\nv olatility\nin\nour\nbookings\ngr owth\nr ate.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nshould\nbe\nup\nr oughly\n2\npoints\ny ear-o v er-y ear ,\ndriv en\nb y\nthe\nlatest\naccounting\nestimate\nchange\nnoted\nearlier .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\nQ1\ngr oss\nmar gin\nper centage\nwill\ndecr ease\nr oughly\n1\npoint,\ndriv en\nb y\nr e v enue\nmix\nshift\nt o\nA zur e\nand\nthe\nimpact\nfr om\nthe\nNuance\nacquisition,\npar tially\noffset\nb y\ncontinued\nmar gin\nimpr o v ement\nin\nA zur e.\nIn\ncapital\nexpenditur es,\nwe\nexpect\na\nsequential\ndecr ease\non\na\ndollar\nbasis,\nwith\nnormal\nquar terly\nspend\nv ariability\nand\nthe\ntiming\nof\nour\ncloud\ninfr astructur e\nbuild-out.", "start_char_idx": 2033, "end_char_idx": 2923, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7b3a6dc7-cd89-4695-96c4-a71df4f48400": {"__data__": {"id_": "7b3a6dc7-cd89-4695-96c4-a71df4f48400", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": 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"node_type": "1", "metadata": {}, "hash": "b8d8f459e7114c8ffb9ce5c11afae48fb891a959b10a36f61056e73aedc2e004", "class_name": "RelatedNodeInfo"}}, "hash": "3d4a9a51b0571fa8f2c29ac0c0ca27d671ce5dced7d968efbc9e667c894de83a", "text": "Next\nis\nsegment\nguidance.\nIn\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n12%\nand\n14%\nin\nconstant\ncurr ency\nor\nUS$15.95\nbillion\nt o\nUS$16.25\nbillion.\nIn\nO\ufb03ce\ncommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365\nwith\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\nARPU\ngr owth\nthr ough\nE5.\nW e\nexpect\nO\ufb03ce\n365\nr e v enue\ngr owth\nt o\nbe\nsequentially\nlower\nb y\nr oughly\n2\npoints\non\na\nconstant\ncurr ency\nbasis\nwith\na\nbit\nmor e\nFX\nimpact\non\nU.S.\ndollar\ngr owth\nthan\nat\nthe\nsegment\nle v el.\nIn\nour\non-pr emises\nbusiness,\non\na\nprior\ny ear\ncompar able,\nwhich\nbene\ufb01ted\nfr om\ncontr acts\nwith\nhigher\nin-period\nr e v enue\nr ecognition,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nmid-\nt o\nhigh\n30s.\nIn\nO\ufb03ce\nconsumer ,\nwe\nexpect\nr e v enue\nt o\ngr ow\nin\nthe\nlow\nt o\nmid-single\ndigits,\ndriv en\nb y\nMicr osoft\n365\nsubscriptions.\nF or\nLink edIn,\nwe\nexpect\ncontinued\nstr ong\nengagement\non\nthe\nplatform,\nalthough\nr esults\nwill\nbe\nimpacted\nb y\nthe\nslowdown\nin\nadv er tising\nspend\nand\nhiring,\nr esulting\nin\nlow\nt", "start_char_idx": 0, "end_char_idx": 1031, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dd01891e-e700-453c-a471-0efecf3314d4": {"__data__": {"id_": "dd01891e-e700-453c-a471-0efecf3314d4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": 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"node_type": "1", "metadata": {}, "hash": "26a6c50b1392e2f52912fe09cd6862afa522a8ad33165486fddbda8219575f4d", "class_name": "RelatedNodeInfo"}}, "hash": "b8d8f459e7114c8ffb9ce5c11afae48fb891a959b10a36f61056e73aedc2e004", "text": "esulting\nin\nlow\nt o\nmid-teens\nr e v\ngr owth.\nAnd\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-\nt o\nhigh\nteens,\ndriv en\nb y\nshar e\ngr owth\nin\nDynamics\n365.\nF or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n25%\nand\n27%\nin\nconstant\ncurr ency\nor\nUS$20.3\nbillion\nt o\nUS$20.6\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur e,\nwhich,\nas\na\nr eminder ,\ncan\nha v e\nquar terly\nv ariability\nprimarily\nfr om\nour\nper-user\nbusiness\nand\nfr om\nin-period\nr e v enue\nr ecognition,\ndepending\non\nthe\nmix\nof\ncontr acts.\nW e\nexpect\nA zur e\nr e v enue\ngr owth\nt o\nbe\nsequentially\nlower\nb y\nr oughly\n3\npoints\non\na\nconstant\ncurr ency\nbasis.\nA zur e\nr e v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nstr ong\ngr owth\nin\nconsumption,\nand\nour\nper-user\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nalthough\nwe\nexpect\nmoder ation\nin\ngr owth\nr ates,\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nIn\nour\non-pr emises\nser v er\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nlow\nsingle\ndigits,\ndriv en\nb y\nstr ong\ndemand\nfor\nour\nhybrid\noff", "start_char_idx": 1014, "end_char_idx": 2061, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "017f7da6-e2f1-4a0e-9e9d-4d8e89056384": {"__data__": {"id_": "017f7da6-e2f1-4a0e-9e9d-4d8e89056384", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": 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"node_type": "1", "metadata": {}, "hash": "97ab7efbafd9733f4c3cd916787c92b0b5e8831d547aed76bcbf4271b457a4d5", "class_name": "RelatedNodeInfo"}}, "hash": "26a6c50b1392e2f52912fe09cd6862afa522a8ad33165486fddbda8219575f4d", "text": "en\nb y\nstr ong\ndemand\nfor\nour\nhybrid\noff erings\noffset\nb y\nthe\nprior\ny ear\ncompar able,\nwhich\nincluded\nbene\ufb01t\nfr om\ncontr acts\nwith\nhigher\nin-period\nr e v enue\nr ecognition.\nA t\nEnterprise\nSer vices,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nin\nthe\nlow\nsingle\ndigits,\ndriv en\nb y\nenterprise\nsuppor t,\npar tially\noffset\nb y\ndeclines\nin\nMicr osoft\nConsulting\nSer vices.\nIn\nMor e\nP ersonal\nComputing,\nwe\nexpect\nr e v enue\nt o\ngr ow\nbetween\n1%\nand\n4%\nin\nconstant\ncurr ency\nor\nUS$13\nbillion\nt o\nUS$13.4\nbillion.\nIn\nWindows\nOEM,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nhigh\nsingle\ndigits.\nEx cluding\nthe\nimpact\nfr om\nthe\nWindows\n11\nr e v enue\ndef err al\nlast\ny ear ,\nr e v enue\nwould\ndecline\nmid-teens,\nr e\ufb02ecting\ncontinued\nweakness\nin\nthe\nPC\nmark et.\nIn\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices,\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nshould\ndriv e\ngr owth\nin\nthe\nhigh\nsingle\ndigits.", "start_char_idx": 2021, "end_char_idx": 2936, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "14295746-1a4b-45a4-83fb-960566f3fdec": {"__data__": {"id_": "14295746-1a4b-45a4-83fb-960566f3fdec", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "00714aff-aa2c-4e70-9462-600a92b1d887", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f198e8b0d374ab44b139636d3441f51aeca8a8711977059c1e788c42323f72ca", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "017f7da6-e2f1-4a0e-9e9d-4d8e89056384", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "26a6c50b1392e2f52912fe09cd6862afa522a8ad33165486fddbda8219575f4d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1e9e2d82-9394-4564-b2ce-72df75bda847", "node_type": "1", "metadata": {}, "hash": "396ca1268846a48c925863fca4bedb13197f5144ad6848f7e0a3786d7e65264d", "class_name": "RelatedNodeInfo"}}, "hash": "97ab7efbafd9733f4c3cd916787c92b0b5e8831d547aed76bcbf4271b457a4d5", "text": "In\nSur face,\nr e v enue\nshould\ndecline\nin\nthe\nlow\nsingle\ndigits.\nSear ch\nand\nnews\nadv er tising\nex\nT A C\nshould\ngr ow\nin\nthe\nmid-\nt o\nhigh\nteens,\nr oughly\n10\npoints\nfaster\nthan\nthe\no v er all\nsear ch\nand\nnews\nadv er tising\nr e v enue,\ndriv en\nb y\ngr owing\n\ufb01rst-par ty\nr e v enue\nand\nthe\ninclusion\nof\nXandr .\nAnd\nin\ngaming,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nlow\nt o\nmid-single\ndigits,\ndriv en\nb y\ndeclines\nin\n\ufb01rst-par ty\ncontent,\npar tially\noffset\nb y\ngr owth\nin\nGame\nP ass\nsubscribers\nand\nconsoles.\nW e\nexpect\nXbo x\ncontent\nand\nser vices\nr e v enue\nt o\ndecline\nin\nthe\nlow\nt o\nmid-single\ndigits.\nNow\nback\nt o\ncompany\nguidance.\nW e\nexpect\nCOGS\nt o\ngr ow\nbetween\n12%\nand\n14%\nin\nconstant\ncurr ency\nor\nt o\nbe\nbetween\nUS$14.9\nbillion\nand\nUS$15.1\nbillion\nand\noper ating\nexpense\nt o\ngr ow\nbetween\n19%\nand\n20%\nin\nconstant\ncurr ency\nor\nt o\nbe\nbetween\nUS$13.3\nbillion\nand\nUS$13.4\nbillion.\nT otal\ncompany\nheadcount\nis\nexpected\nt o\ncontinue\nt o\ngr ow ,\nwith\n11,000\nhir es\nexpected\nt o\nstar t\nin\nQ1,\nprimarily\nin\ncloud\nengineering,\nLink edIn,\ncust omer\ndeplo", "start_char_idx": 0, "end_char_idx": 1050, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1e9e2d82-9394-4564-b2ce-72df75bda847": {"__data__": {"id_": "1e9e2d82-9394-4564-b2ce-72df75bda847", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "00714aff-aa2c-4e70-9462-600a92b1d887", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f198e8b0d374ab44b139636d3441f51aeca8a8711977059c1e788c42323f72ca", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "14295746-1a4b-45a4-83fb-960566f3fdec", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "97ab7efbafd9733f4c3cd916787c92b0b5e8831d547aed76bcbf4271b457a4d5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ac7a198c-21b6-4d4d-9b19-2b70ca948cfe", "node_type": "1", "metadata": {}, "hash": "aab4674a26875e9acfd7813147e3f49ae681b8e81a62502d25b546219e08a430", "class_name": "RelatedNodeInfo"}}, "hash": "396ca1268846a48c925863fca4bedb13197f5144ad6848f7e0a3786d7e65264d", "text": "edIn,\ncust omer\ndeplo yment\nand\ncommer cial\nsales.\nIn\nother\nincome\nand\nexpense,\ninter est\nincome\nand\nexpense\nshould\noffset\neach\nother .\nAs\na\nr eminder ,\nwe\nar e\nr equir ed\nt o\nr ecogniz e\nmark-t o-mark et\ngains\nor\nlosses\non\nour\nequity\npor tfolio,\nwhich\ncan\nincr ease\nquar terly\nv olatility .\nAnd\nwe\nexpect\nour\nQ1\neff ectiv e\ntax\nr ate\nt o\nbe\nappr o ximately\n19%.\nFinally ,\nas\na\nr eminder\non\nQ1\ncash\n\ufb02ow ,\nwe\nwill\nbe\nmaking\n$3.2\nbillion\nof\ntax\npa yments\nr elated\nt o\nthe\nT CJ A\ntr ansition\ntax\nand\nthe\ntr ansf er\nof\nintangible\npr oper ty\ncompleted\nin\nQ1\nof\nFY\n'22.\nIn\nclosing,\nwe\ncontinue\nt o\nsee\nstr ong\ndemand\nfor\nour\npr oducts\nand\nser vices\nand\nincr eased\ncommitment\nt o\nour\nplatform\nas\nwe\nr emain\nfocused\non\ndeliv ering\ncompelling\ncust omer\nv alue\nin\nthis\ndynamic\nenvir onment,\nr esulting\nin\ncontinued\nshar e\ngains.\nAs\nwe\nmanage\nthr ough\nthis\nperiod,\nwe\nwill\ncontinue\nt o\ninv est\nin\nfutur e\ngr owth\nwhile\nmaintaining\nintense\nfocus\non\noper ational\nex cellence\nand\nex ecution\ndiscipline.\nWith\nthat,\nlet' s\ngo\nt o\nQ&A,\nBr ett.\nBr ett\nIv ersen\nThanks,\nAmy .\nW e 'll\nnow\nmo v e\no v", "start_char_idx": 1029, "end_char_idx": 2108, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ac7a198c-21b6-4d4d-9b19-2b70ca948cfe": {"__data__": {"id_": "ac7a198c-21b6-4d4d-9b19-2b70ca948cfe", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "00714aff-aa2c-4e70-9462-600a92b1d887", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f198e8b0d374ab44b139636d3441f51aeca8a8711977059c1e788c42323f72ca", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1e9e2d82-9394-4564-b2ce-72df75bda847", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "396ca1268846a48c925863fca4bedb13197f5144ad6848f7e0a3786d7e65264d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "806ee78c-2c85-49ed-a639-22aa451a197a", "node_type": "1", "metadata": {}, "hash": "8730c494a1e36a9ea98e9783c9e14f9824dbbaf7263d13483880f00e5d4a53d0", "class_name": "RelatedNodeInfo"}}, "hash": "aab4674a26875e9acfd7813147e3f49ae681b8e81a62502d25b546219e08a430", "text": "ersen\nThanks,\nAmy .\nW e 'll\nnow\nmo v e\no v er\nt o\nQ&A.\nOut\nof\nr espect\nfor\nothers\non\nthe\ncall,\nwe\nr equest\nthat\npar ticipants\nplease\nonly\nask\none\nquestion.\nJesse,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\n[Oper at or\nInstructions]\nOur\n\ufb01rst\nquestion\nis\ncoming\nfr om\nK eith\nW eiss\nwith\nMor gan\nStanle y .", "start_char_idx": 2066, "end_char_idx": 2410, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "806ee78c-2c85-49ed-a639-22aa451a197a": {"__data__": {"id_": "806ee78c-2c85-49ed-a639-22aa451a197a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "28d5fef3-8bb9-46a1-9e55-9c4280d2f656", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "81f29026b865ff7fe255f7bf2a3eac314c5a757e333ed2248978e5fea8345f6d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ac7a198c-21b6-4d4d-9b19-2b70ca948cfe", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "aab4674a26875e9acfd7813147e3f49ae681b8e81a62502d25b546219e08a430", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1d57150c-e373-4c51-93ed-60004a281a60", "node_type": "1", "metadata": {}, "hash": "1b8a63de9da045f0654629dac9a3ee2e1bed39bfdffe027187ba85d947614856", "class_name": "RelatedNodeInfo"}}, "hash": "8730c494a1e36a9ea98e9783c9e14f9824dbbaf7263d13483880f00e5d4a53d0", "text": "K eith\nW eiss\nV er y\nimpr essiv e\nr esults\nin\na\nv er y\ndi\ufb03cult\nenvir onment\nthat\nwe 'r e\nall\ndealing\nwith,\npar ticularly\nwhen\nit\ncomes\nt o\nthose\ncommer cial\ncloud\nbookings.\nAnd\nthat' s\nwher e\nmy\nquestion\nlies.\nY ou\ntalk ed\nabout\nthe\nlar gest-e v er\nnumber\nof\nbig\ndeals\nthat\ny ou\nguys\nwer e\nable\nt o\nsign\nin\nQ4.\nT ypically ,\nwe\nthink\nthis\ntype\nof\nenvir onment\nis\n--\nit\nmak es\nit\nhar der\nt o\nsign\nthose\nbig\ndeals.\nCan\ny ou\ntalk\nt o\nus\na\nlittle\nbit\nabout\nhow\ny ou\ngot\nthat\ndone?\nW as\nthe\nconsolidating\nimpact\nthat\nMicr osoft\nbrings\nt o\nthe\nmark et\nthe\nprice\nper formance?\nAnd\nma ybe\nthe\nmacr o,\nis\nthat\nactually\na\nbene\ufb01t\nfor\ny ou\nguys\nt o\nclose\nthese\ndeals\nin\nthis\ntype\nof\nenvir onment?\nOr\nwas\nit\njust\nkind\nof\na\ntypical\nQ4\nend-of-y ear\nkind\nof\nbudget\n\ufb02ush\nkind\nof\nthing\nfor\ny ou\nguys?\nAnd\nit\nwas\nabsent\nof\nthe\nenvir onment\nor\nnot\nr eally\nr elated\nt o\nthe\nenvir onment?\nSaty a\nNadella\nThank\ny ou,\nK eith,\nfor\nthe\nquestion.\nIt\nwas\na\nr ecor d\ne v en\nfor\nus,\ne v en\nwith\nthe\ncontext\nof\nQ4.\nSo\nther e", "start_char_idx": 0, "end_char_idx": 992, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1d57150c-e373-4c51-93ed-60004a281a60": {"__data__": {"id_": "1d57150c-e373-4c51-93ed-60004a281a60", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "28d5fef3-8bb9-46a1-9e55-9c4280d2f656", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "81f29026b865ff7fe255f7bf2a3eac314c5a757e333ed2248978e5fea8345f6d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "806ee78c-2c85-49ed-a639-22aa451a197a", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8730c494a1e36a9ea98e9783c9e14f9824dbbaf7263d13483880f00e5d4a53d0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3366c1b1-02dc-40ce-8fce-f04b467c6b0a", "node_type": "1", "metadata": {}, "hash": "8847242588f82166e4eb2811659a68264a87a7a0e9e9eaad474a64c3d4a8e662", "class_name": "RelatedNodeInfo"}}, "hash": "1b8a63de9da045f0654629dac9a3ee2e1bed39bfdffe027187ba85d947614856", "text": "v en\nwith\nthe\ncontext\nof\nQ4.\nSo\nther e ' s\nob viously\nsomething\ngoing\non\nin\nthe\nmacr o\nenvir onment,\nwhich\ndoes\nf eel\nthat\nit\ndoes\npla y\nt o\nour\nstr ength.\nTher e\nar e\n2\nthings\nat\nleast\nI'v e\nobser v ed.\nOne\nis\nthe\n--\nwhether\nthe\nbookings\nnumber\nor\nthe\nMac\ndeals\nand\nthe\nsiz e\nof\nthe\nMac\ndeals\nand\nthe\nnumber\nof\nthem,\nI\nthink,\nspeak\nt o\nv er y\nmuch\nwhat\nwe\nha v e\nbeen\ntalking\nabout\nfor\na\nlong\ntime\nnow ,\nwhich\nis\nas\na\nper centage\nof\nGDP ,\nI T\nspend\nis\ngoing\nt o\nincr ease\nbecause\ne v er y\nbusiness\nis\ntr ying\nt o\nfor tify\nitself\nwith\ndigital\ntech\nt o,\nin\nsome\nsense,\nna vigate\nthis\nmacr o\nenvir onment.\nSo\nthat,\nI\nthink,\nis\npr obably\nwhat\nis\nr e\ufb02ected\nin\nthose\nnumbers.\nAnd\nthen\nthe\nsecond\naspect\nis\nalso\nwhat\ny ou\njust\nr ef er enced,\nwhich\nis,\nwe\ndo\nha v e\ne v er y\nla y er\nof\nthe\ntech\nstack,\nright,\nwhether\nit' s\ninfr a,\ndata,\nhybrid\nwork,\nsecurity ,\ne v en\nP ower\nPlatform.\nIn\neach\none\nof\nthese,\nwe\ndo\nha v e\nthis\nbest-of-suite\nv alue,\nwhich\nincludes\nbest-of-categor y\npr oducts.\nAnd\nthat\nis\nleading\nt o\nshar e\ngains.\nSo\nif\ny ou\nwant\nt", "start_char_idx": 954, "end_char_idx": 1993, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3366c1b1-02dc-40ce-8fce-f04b467c6b0a": {"__data__": {"id_": "3366c1b1-02dc-40ce-8fce-f04b467c6b0a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "28d5fef3-8bb9-46a1-9e55-9c4280d2f656", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "81f29026b865ff7fe255f7bf2a3eac314c5a757e333ed2248978e5fea8345f6d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1d57150c-e373-4c51-93ed-60004a281a60", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1b8a63de9da045f0654629dac9a3ee2e1bed39bfdffe027187ba85d947614856", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4a4b5e89-9c26-44fe-9fae-786ed745ab11", "node_type": "1", "metadata": {}, "hash": "a8402b6d19d2890b06a6b354c6b03cbf2f946f17939efcdb4497ce0072b3df56", "class_name": "RelatedNodeInfo"}}, "hash": "8847242588f82166e4eb2811659a68264a87a7a0e9e9eaad474a64c3d4a8e662", "text": "o\nshar e\ngains.\nSo\nif\ny ou\nwant\nt o\nbet\non\na\nv endor\non\na\nlong-term\nbasis\nwher e\ny ou\nha v e\nthat\nbest-of-suite\nv alue\nand\nthen\ny ou'r e\nable\nt o\nsor t\nof\nconsume\nit\non\ny our\nterms,\nI\nthink\nthat,\nthat' s\neff ectiv ely\nwhat\nsome\nof\nthose\nnumbers\nar e\nindicativ e\nof.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nMark\nMoer dler\nwith\nBernstein\nResear ch.\nMark\nMoer dler", "start_char_idx": 1960, "end_char_idx": 2334, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4a4b5e89-9c26-44fe-9fae-786ed745ab11": {"__data__": {"id_": "4a4b5e89-9c26-44fe-9fae-786ed745ab11", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "04ff6b19-43d5-46e1-995f-264c035e66cc", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "422bf55b74a45072cf4c012d81d970a1715c48858d52604cac17b0b05130f053", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3366c1b1-02dc-40ce-8fce-f04b467c6b0a", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8847242588f82166e4eb2811659a68264a87a7a0e9e9eaad474a64c3d4a8e662", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "dc7e3c6d-c7b9-4333-acb4-5c0a012eb21b", "node_type": "1", "metadata": {}, "hash": "2324b99eb23b26bd8bf8faaf4fff0fccf706f79b6082537b47572b75533e0822", "class_name": "RelatedNodeInfo"}}, "hash": "a8402b6d19d2890b06a6b354c6b03cbf2f946f17939efcdb4497ce0072b3df56", "text": "Thank\ny ou\nv er y\nmuch\nand\ncongr atulations\non\nthe\nquar ter .\nI' d\nlik e\nt o\nfollow\nup\na\nlittle\nbit\non\nthat.\nWith\nall\nthe\nconcerns\nabout\nmacr o\nand\nr ecession,\ne v er y one\nis\ntr ying\nt o\nunderstand\nhow\ncloud\nand\nfor\nMicr osoft' s\ncase,\nmor e\nspeci\ufb01cally ,\nIaaS,\nP aaS\noff erings\nand\nthis\nslowdown\nin\nr ecession,\nhow\ndo\ny ou\nthink\nabout\nA zur e ' s\nr esiliency?\nHow\ndo\ny ou\nthink\nabout\nA zur e ' s\nexposur e\nt o\nadv er tising\nbusiness,\nconsumer\nInternet\nand\nSMB\nif\nwe\ndo\nsee\na\nr eal\nr ecession?\nSaty a\nNadella\nY es.\nMa ybe\nI'll\nstar t,\nand\nAmy ,\nf eel\nfr ee\nt o\nadd.\nI\nmean,\no v er all,\nwe 'r e\nnot\nimmune\nt o\nwhat' s\nhappening\nin\nthe\nmacr o\nbr oadly ,\nright?\nT o\nK eith ' s\nquestion\nand\ny our\nquestion,\nMark,\nI\nthink\nI' d\nsa y\nI' d\nstar t\nther e\nbecause\nwhether\nit' s\non\nthe\ndemand\nside\nwith\nconsumers\nor\nSMBs,\nI\nthink\nAmy\nin\nher\nr emarks\ntalk ed\nabout\nsome\nof\nthat\ne v en\nin\nour\nr esults\nin\nthe\nquar ter .\nBut\nwhat' s\nhappening\nwith\n--\nin\nA zur e\nthough,\nis\nin\nsome\nsense,\nbusinesses\ntr ying\nt o\ndeal\nwith\nthe\no v er", "start_char_idx": 0, "end_char_idx": 1018, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dc7e3c6d-c7b9-4333-acb4-5c0a012eb21b": {"__data__": {"id_": "dc7e3c6d-c7b9-4333-acb4-5c0a012eb21b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "04ff6b19-43d5-46e1-995f-264c035e66cc", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "422bf55b74a45072cf4c012d81d970a1715c48858d52604cac17b0b05130f053", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4a4b5e89-9c26-44fe-9fae-786ed745ab11", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a8402b6d19d2890b06a6b354c6b03cbf2f946f17939efcdb4497ce0072b3df56", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1a92e367-94d2-476f-8116-2fd054fdeca2", "node_type": "1", "metadata": {}, "hash": "596729e477eea6ca65ade504eb71bf2deddfcda097db46189388670f2f5c5134", "class_name": "RelatedNodeInfo"}}, "hash": "2324b99eb23b26bd8bf8faaf4fff0fccf706f79b6082537b47572b75533e0822", "text": "ying\nt o\ndeal\nwith\nthe\no v er all\nmacr oeconomic\nsituation\nand\ndoing\n--\ntr ying\nt o\nmak e\nsur e\nthat\nthe y\ncan\ndo\nmor e\nwith\nless.\nSo\nfor\nexample,\nmo ving\nt o\nthe\ncloud\nis\nthe\nbest\nwa y\nt o\nshape\ny our\nspend\nwith\ndemand\nuncer tainty ,\nright?\nBecause\n--\nand\nin\nfact,\nif\nanything,\none\nof\nthe\nthings\nthat\nwe 'r e\nseeing\nis\nan\nincr eased\nshift\nt owar ds\nthe\ncloud.\nAnd\nthen,\nof\ncourse,\noptimizing\ny our\nbill.\nW e\nar e\nincenting\ne v en\nour\nown\n\ufb01eld\nt o\nensur e\nthat\nthe\nbills\nfor\nour\ncust omers\ncome\ndown.\nAnd\nthat,\nin\nfact,\ne v en\nshows\nup\nin\nsome\nof\nthe\nv olatility\nin\nour\nA zur e\nnumbers\nbecause\nthat' s\none\nof\nthe\nbig\nbene\ufb01ts\nof\nthe\npublic\ncloud.\nAnd\nthat' s\nwhy\nI\nthink\ncoming\nout\nof\nthis\nmacr oeconomic\ncrisis,\nthe\npublic\ncloud\nwill\nbe\ne v en\na\nbigger\nwinner\nbecause\nit\ndoes\nact\nas\nthat\nde\ufb02ationar y\nfor ce.\nSo\nthat' s\nsor t\nof\nwhat\nwe\nar e\nseeing\nin\nthe\nA zur e\nnumbers.\nW e\nwill\nbe\nexposed\nt o\nconsumer-driv en\nbusinesses\nand\nSMBs.\nBut\nat\nsome\nle v el,\nour\nstr ength\nas\na\ncompany\nis\nmuch\nstr onger\nin\nthe\ncor e\ncommer", "start_char_idx": 989, "end_char_idx": 2009, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1a92e367-94d2-476f-8116-2fd054fdeca2": {"__data__": {"id_": "1a92e367-94d2-476f-8116-2fd054fdeca2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "04ff6b19-43d5-46e1-995f-264c035e66cc", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "422bf55b74a45072cf4c012d81d970a1715c48858d52604cac17b0b05130f053", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "dc7e3c6d-c7b9-4333-acb4-5c0a012eb21b", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2324b99eb23b26bd8bf8faaf4fff0fccf706f79b6082537b47572b75533e0822", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b6681f61-504c-47dc-b99e-ce5f433fee59", "node_type": "1", "metadata": {}, "hash": "a2c626e43fd7e8b568c805cdc0c081f0dae9568bea8bb36e37189c31fc691870", "class_name": "RelatedNodeInfo"}}, "hash": "596729e477eea6ca65ade504eb71bf2deddfcda097db46189388670f2f5c5134", "text": "onger\nin\nthe\ncor e\ncommer cial.\nSo\nI\nthink\nthat\nwe 'll\ndo\n\ufb01ne\nther e.\nThe\nother\none\nis\nalso\npeople\nbuilding\nnew\napplications\nat\na\ncompletely\nnew\nfr ontier .\nI\nmean,\nther e\nar e\ntwo\nnumbers\nthat\nI\ntalk ed\nabout.\nOne\nis\nthe\ntriple-digit\ngr owth\nin\nCosmos\nDB\nand\ntriple-digit\ngr owth\nin\ncontainer\napp\nser vices.\nY ou\ntak e\nthose\ntwo\nthings\nand\ny ou\nsa y ,\nwhat\nar e\npeople\ndoing?\nP eople\nar e\nwriting\napplications\nat\na\ncompletely\ndiff er ent\nfr ontier\nof\ne\ufb03ciency ,\nwhich\nis\ncloud-nativ e\nser v erless\ncontainer-based\ntypes\nof\napplications.\nAnd\nso\nt o\nme,\nthat' s\nanother\nwa y\nfor\ny ou\nt o\nmak e\nsur e\nthat\ny our\nI T\nspend\ngoes\na\nlong\nwa y\nin\na\ntime\nlik e\nthis.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nBr ent\nThill\nwith\nJeff eries.", "start_char_idx": 1984, "end_char_idx": 2729, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b6681f61-504c-47dc-b99e-ce5f433fee59": {"__data__": {"id_": "b6681f61-504c-47dc-b99e-ce5f433fee59", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1b8725a5-458c-4934-80cb-f9eda75edd27", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f4c9b318e57ff6ec7d2f5043b3cb4b451c947cc9667a5b5ca8c1d546cf8d456d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1a92e367-94d2-476f-8116-2fd054fdeca2", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "596729e477eea6ca65ade504eb71bf2deddfcda097db46189388670f2f5c5134", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9a899e1d-c26b-4fca-8474-c527776252db", "node_type": "1", "metadata": {}, "hash": "d13aa51eaca373eed9b805e7fcdb668d247e2db818c47128ec1bbc2afa13057a", "class_name": "RelatedNodeInfo"}}, "hash": "a2c626e43fd7e8b568c805cdc0c081f0dae9568bea8bb36e37189c31fc691870", "text": "Br ent\nThill\nAmy ,\ngr eat\nt o\nhear\nthe\ndouble-digit\nguidance.\nI\nguess\nmany\nar e\nasking,\nar e\ny ou\nembedding\na\nworsening\nmacr o\nenvir onment\nor\na\nsimilar\nenvir onment\nthat\nwe 'r e\nin\nt o\nget\nt o\nthat\ntype\nof\ngr owth?\nA my\nHood\nThanks,\nBr ent.\nAs\nI\nsaid,\nit' s\ntr ying\nt o\ntak e\nint o\naccount\nthe\ncurr ent\nmacr o\nenvir onment.\nAnd\nas\nI\nsaid,\nI\nt ook\nwhat\nwe\nsaw\nin\nJune,\napplied\nit\nas\nbest\nwe\nthought\nwe\ncould\nthr ough\nthe\ncourse\nof\nthe\n\ufb01scal\ny ear .\nAnd\nif\ny ou\nthink\nabout\nhow\nthe\n--\nand\nif\ny ou\ntr y\nt o\nlook\no v er\nthe\ncourse\nof\nthe\ny ear\nwith\nsome\nof\nmy\ncomments,\ny ou' d\nsa y ,\noka y ,\nin\nH1\nv ersus\nH2,\nI\nwould\npoint\nout\n3\nthings\nthat\nchanged\na\nbit\no v er\nthe\ncourse\nof\nthat\ntime.\nFirst,\nof\ncourse,\nif\nwe 'r e\ntalking\nabout\nUSD\nwould\nbe\nFX,\nit' s\na\nbigger\nheadwind\nin\nH1,\nit' s\nless\nof\na\nheadwind\nin\nH2.\nThe\nsecond\nthing\nI\nwould\npoint\nt o\nwould\nbe\nOpEx.\nAs\nwe 'v e\ntalk ed\nabout\nin\nH1,\nwe 'v e\nob viously\nadded\n22%\nheadcount\nthis\nquar ter .\nW e\nstill\nha v e\n11,000\nhir es\nthat\nwe\nha v", "start_char_idx": 0, "end_char_idx": 989, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9a899e1d-c26b-4fca-8474-c527776252db": {"__data__": {"id_": "9a899e1d-c26b-4fca-8474-c527776252db", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1b8725a5-458c-4934-80cb-f9eda75edd27", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f4c9b318e57ff6ec7d2f5043b3cb4b451c947cc9667a5b5ca8c1d546cf8d456d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b6681f61-504c-47dc-b99e-ce5f433fee59", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a2c626e43fd7e8b568c805cdc0c081f0dae9568bea8bb36e37189c31fc691870", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ee6c8cc3-7418-40ba-b6b6-560e493d737b", "node_type": "1", "metadata": {}, "hash": "1bc3abd9cbd98f701720fec7ccde5be72a8ffc84198e4ee361873262bef80d67", "class_name": "RelatedNodeInfo"}}, "hash": "d13aa51eaca373eed9b805e7fcdb668d247e2db818c47128ec1bbc2afa13057a", "text": "v e\n11,000\nhir es\nthat\nwe\nha v e\nstar ting\nin\nQ1.\nW e 'v e\nstill\ngot\nNuance\nand\nXandr\nin\nacquisitions,\nand\nwe\nanniv ersar y\na\nlot\nof\nthat\nas\nwe\nfocus\nour\nhiring\nand\nfocus\non\nthe\npr oductivity\nof\nall\nof\nthe\nhiring\nwe 'v e\ndone\no v er\nthe\npast\ny ear .\nAnd\nthen\nthe\nOEM\ncompar ables\nob viously\nget\na\nlot\ndiff er ent\nwhen\ny ou\nget\nfr om\nH1\nint o\nH2.\nAnd\nso\nas\ny ou'r e\ntr ying\nt o\nthink\nabout\nthe\nshape\nand\nhow\ndid\nI\nconsider\nit,\nI\nsor t\nof\nt ook\nthose\nthings\nint o\naccount,\nthought\nabout\nthe\ntr ends\nwe 'v e\nbeen\nseeing\nin\nJune\nand\napplied\nthem\nas\nbest\nwe\ncan.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nKarl\nK eirstead\nwith\nUBS.\nKarl\nK eirstead\nI' d\nlo v e\nt o\npr obe\na\nlittle\nbit\nmor e\non\nA zur e.\nAmy ,\ny ou\nand\nSaty a\ntalk ed\nabout\nv er y\nr obust\nlar ge\nnew\ndeal\nactivity .\nI\nthought\ny our\nguidance\nfor\nA zur e\nconstant\ncurr ency\ngr owth\nin\nthe\nSeptember\nquar ter\nof\na\n3-point\ndecel\nt o\n43\nis\nfairly\nsolid.\nBut\ny ou\ndid\nmention\nthat\nin\nthe\nJune\nquar ter ,\ny", "start_char_idx": 959, "end_char_idx": 1931, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ee6c8cc3-7418-40ba-b6b6-560e493d737b": {"__data__": {"id_": "ee6c8cc3-7418-40ba-b6b6-560e493d737b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1b8725a5-458c-4934-80cb-f9eda75edd27", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f4c9b318e57ff6ec7d2f5043b3cb4b451c947cc9667a5b5ca8c1d546cf8d456d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9a899e1d-c26b-4fca-8474-c527776252db", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "d13aa51eaca373eed9b805e7fcdb668d247e2db818c47128ec1bbc2afa13057a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "54974aca-ae40-4130-9843-da61b128db97", "node_type": "1", "metadata": {}, "hash": "dd0001a5801019fe29dc66648f66c07c8b3d7c6d6a08b91c41fa0c035bf76ebe", "class_name": "RelatedNodeInfo"}}, "hash": "1bc3abd9cbd98f701720fec7ccde5be72a8ffc84198e4ee361873262bef80d67", "text": "ou\ndid\nmention\nthat\nin\nthe\nJune\nquar ter ,\ny ou\nexperienced\na\nlittle\nbit\nof\nconsumption\nsoftness.\nDo\ny ou\nmind\nexplaining\nwhat\nthat\nwas?\nAnd\nwhen\ny ou\nput\nall\nthis\nt ogether ,\nhow\ny ou'r e\nf eeling\nabout\nthe\nA zur e\nbusiness\nin\nthe\nnext\ncouple\nof\nquar ters\nin\nterms\nof\nthe\nslope\nof\nthe\nlik ely\ndeceler ation?\nA my\nHood", "start_char_idx": 1887, "end_char_idx": 2205, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "54974aca-ae40-4130-9843-da61b128db97": {"__data__": {"id_": "54974aca-ae40-4130-9843-da61b128db97", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b6c39d9b-6685-463b-b031-5ef447c66b10", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "be92526232af222a8c5231869673b646c25f4bd34f7caf6a137c42206136b753", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ee6c8cc3-7418-40ba-b6b6-560e493d737b", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1bc3abd9cbd98f701720fec7ccde5be72a8ffc84198e4ee361873262bef80d67", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "889014f6-dd02-438d-9073-4de5cc387cd6", "node_type": "1", "metadata": {}, "hash": "e350ba0fa516b0b0cfd69eeaaf5b198378b8dc6c249c2230205d0ee7d7550c4d", "class_name": "RelatedNodeInfo"}}, "hash": "dd0001a5801019fe29dc66648f66c07c8b3d7c6d6a08b91c41fa0c035bf76ebe", "text": "Thanks,\nKarl.\nMa ybe\nI'll\nstar t,\nand\nthen,\nSaty a,\ny ou\nob viously\nshould\nadd\non\nt o\nthe\ncommentar y .\nI\nwould\npoint\ny ou,\nKarl,\nr eally\nt o\nsome\nof\nthe\nthings\nSaty a\nmentioned,\nwhich\nis,\nand\nwe\nsaid\nin\nour\ncomments,\nwe\ndid\nsee\nsome\ndeceler ation,\na\npoint\na\nlittle\nmor e\nthan\nwe\nhad\nexpected\nin\nthe\nconsumption\nside\nthr ough\nthe\ncourse\nof\nQ4.\nIt\nr eally\napplied\nacr oss\nall\ncust omer\nsegments\nand,\nin\ngener al,\napplied\nacr oss\ngeogr aphies.\nY ou\nsaw\ncust omers,\nas\nSaty a\ndiscussed,\nmuch\nlik e\nthe y\nalwa ys\ndo,\nfocus\non\noptimization\nand\ncontinuing\nt o\nthink\nabout\nwhich\nnew\nwork\ufb02ows\nt o\nprioritiz e\nand\nstar t.\nW e 'v e\nr eally\ntak en\nthat\nfr ame\nand\napplied\nit\nas\nwe\nthought\nt o\nH1\nand\nspeci\ufb01cally\nt o\nQ1\nin\nthat\nguidance.\nIt\ndoes\nassume\ncontinued\nconsumption\ndeceler ation\nof\n3\npoints\nquar ter-t o-quar ter .\nI\nstill\nf eel\nv er y\ngood\nabout\nthe\npatterns\nwe 'r e\nseeing.\nI\nf eel\ngood\nabout\nthe\nworkloads\nthat\nSaty a\nmentioned\nand\nwher e\nwe\nf eel\nlik e\nwe\ncan\ntak e\nsome\nshar e.\nBut\nat\nthe\nsame\ntime,\nwe\nr eally\nar e\nfocused\non\ntaking\nthe\nagr", "start_char_idx": 0, "end_char_idx": 1044, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "889014f6-dd02-438d-9073-4de5cc387cd6": {"__data__": {"id_": "889014f6-dd02-438d-9073-4de5cc387cd6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b6c39d9b-6685-463b-b031-5ef447c66b10", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "be92526232af222a8c5231869673b646c25f4bd34f7caf6a137c42206136b753", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "54974aca-ae40-4130-9843-da61b128db97", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "dd0001a5801019fe29dc66648f66c07c8b3d7c6d6a08b91c41fa0c035bf76ebe", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c4b04aac-f8b7-4b1e-83f0-d6db4080ea63", "node_type": "1", "metadata": {}, "hash": "a8b64e54995d975f504f04fd4c5284d7f3ee20827108fd6ba837d87937c7caaf", "class_name": "RelatedNodeInfo"}}, "hash": "e350ba0fa516b0b0cfd69eeaaf5b198378b8dc6c249c2230205d0ee7d7550c4d", "text": "eally\nar e\nfocused\non\ntaking\nthe\nagr eements\nthat\nwe\nsigned\nin\nQ4,\nmaking\nsur e\nwe 'r e\nworking\nwith\nthe\ncust omers\non\ndeplo yment,\npr ojects\nthat\nha v e\nquick\ntime\nt o\nv alue,\ninv esting\nt o\nmak e\nsur e\nthe y 'r e\nstar ting\nthe\npr ojects\nthat\ncan\nsa v e\nthem\nmone y ,\nthat\ncan\nhelp\nthem\ninno v ate.\nAnd\nI\nthink\nthat' s\npr obably\nour\nlar ger\nfocus\nr ather\nthan\njust\nthe\npur e\nconsumption\nnumber .\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nRaimo\nLenschow\nwith\nBar cla ys.\nRaimo\nLenschow\nAlong\nthose\nlines\non\nthe\ncust omers\nkind\nof\nha ving\nslightly\ndiff er ent\nspending\npriorities\nas\nthe y\nkind\nof\ntr y\nt o\nmaneuv er\nthis\nenvir onment,\ncan\ny ou\ntalk\na\nlittle\nbit\nmor e\nabout\nwhat\ny ou'r e\nseeing\nin\nO\ufb03ce\nbecause,\nob viously ,\nwith\nO\ufb03ce\nE5,\ny ou'r e\noff ering\na\nmuch\nmor e\ncompr ehensiv e\nsolution\nthat\nis\nkind\nof\ngetting\nv er y ,\nv er y\ncompetitiv e\non\nse v er al\naspects?\nWhat\nar e\ny ou\nseeing\nther e\nin\nterms\nof\ny our\nwillingness\nt o\n--\nof\ncust omers\nt o\nkind\nof\nuse\nthis\ntime\nt o\nkind\nof\nconsolidate\nfur ther?\nSaty a\nNadella\nY es.\nMa", "start_char_idx": 1008, "end_char_idx": 2057, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c4b04aac-f8b7-4b1e-83f0-d6db4080ea63": {"__data__": {"id_": "c4b04aac-f8b7-4b1e-83f0-d6db4080ea63", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b6c39d9b-6685-463b-b031-5ef447c66b10", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "be92526232af222a8c5231869673b646c25f4bd34f7caf6a137c42206136b753", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "889014f6-dd02-438d-9073-4de5cc387cd6", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e350ba0fa516b0b0cfd69eeaaf5b198378b8dc6c249c2230205d0ee7d7550c4d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "148b4724-0e44-4ebf-b34b-1a88db86a527", "node_type": "1", "metadata": {}, "hash": "b352fbded8c5f5c70fa6495e8c35eb89a19efea79496971d28286cbf89403339", "class_name": "RelatedNodeInfo"}}, "hash": "a8b64e54995d975f504f04fd4c5284d7f3ee20827108fd6ba837d87937c7caaf", "text": "ther?\nSaty a\nNadella\nY es.\nMa ybe\nI'll\njust\nstar t\nand\nAmy ,\ny ou\ncan\nadd.\nI\nmean,\nthe\n2\nnumbers\nthat\nour\nusage\n--\nour\nuser\ngr owth\nnumbers,\nright,\nthe\n14%\ngr owth\nin\nthe\nnumber\nof\nseats\nof\nMicr osoft\n365\nand\nthen\nthe\nE5\ngr owth\nof\n60%,\nI\nthink,\nspeak\nt o,\nagain,\nthat\nbest-of-suite\nv alue\nin\nthe\ncor e\nand\nin\nE5.\nSo\nwe 'r e\nv er y ,\nv er y\ncompetitiv e\non\nboth\nof\nthose.\nAnd\nthat' s\nwhat\ny ou'r e\nseeing\nin\nthat\nseat\ngr owth.", "start_char_idx": 2028, "end_char_idx": 2454, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "148b4724-0e44-4ebf-b34b-1a88db86a527": {"__data__": {"id_": "148b4724-0e44-4ebf-b34b-1a88db86a527", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dae7c56c-3a72-4769-8270-3487014d5227", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7f695fbb9d411699fa6ee8eeb63fe4df6522fe9b2810f6021da2088a6b0da556", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c4b04aac-f8b7-4b1e-83f0-d6db4080ea63", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a8b64e54995d975f504f04fd4c5284d7f3ee20827108fd6ba837d87937c7caaf", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "bc525193-cd07-4cb6-aa37-1cee9dadfbc9", "node_type": "1", "metadata": {}, "hash": "3e11f8d50b01fa8056ba8b3c78f028863241f60675069757b3e68c02a061a64d", "class_name": "RelatedNodeInfo"}}, "hash": "b352fbded8c5f5c70fa6495e8c35eb89a19efea79496971d28286cbf89403339", "text": "A my\nHood\nAnd\nI\nthink\nwher e\nI\nwould\npoint\nt o\nma ybe,\njust\nt o\nadd\na\nlittle\nbit.\nAs\ny ou\ncan\nsee,\nI\ndo\nthink\nwe 'v e\nbeen\nbuilding\nmomentum\nr eally\nwith\nE5.\nTher e ' s\nso\nmuch\nv alue\nand\nwe 'v e\nadded\nand\ncontinue\nt o\nadd\nv alue\nt o\nthe\nE5\nsuite.\nAnd\nas\nthat\nv alue\nhas\nbecome\nmor e\nand\nmor e\ncompetitiv e,\nboth\nat\nthe\ncategor y\nle v el\nand\nat\nthe\nsuite\nle v el,\nwe\nar e\nv er y\nfocused\non\nmaking\nsur e\ncust omers\nget\ne v er y\nbit\nof\nv alue\nin\nthat\nSKU.\nSo\nfocus\non\ndeplo yment,\nincr easing\nusage,\nmo ving\nr esour ces\nther e,\nsome\nof\nour\ninv estment\nthat\nwe 'v e\nspent\no v er\nthe\npast\n6\nmonths\nand\nlooking\nfor war d\nfor\nhiring\nwill\nbe\nin\nthose\nar eas\nt o\nmak e\nsur e\nwe\nar e\nhelping\ncust omers\nget\nthe\nmost\nout\nof\nthat\nSKU,\nthe\nteam\nand\nin\nQ4\nand\nspeci\ufb01cally\nin\nsome\nof\nthe\nbookings\nnumbers,\nE5\nwas\na\nstr ong\npoint\nin\nterms\nof\nboth\nr enewals\nand\npeople\nadding\nE5\nt o\ntheir\nexisting\ncontr act.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nPhil\nWinslow\nwith\nCr edit\nSuisse.\nPhilip\nWinslow\nCongr ats\non\na\nstr", "start_char_idx": 0, "end_char_idx": 1005, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "bc525193-cd07-4cb6-aa37-1cee9dadfbc9": {"__data__": {"id_": "bc525193-cd07-4cb6-aa37-1cee9dadfbc9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dae7c56c-3a72-4769-8270-3487014d5227", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7f695fbb9d411699fa6ee8eeb63fe4df6522fe9b2810f6021da2088a6b0da556", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "148b4724-0e44-4ebf-b34b-1a88db86a527", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "b352fbded8c5f5c70fa6495e8c35eb89a19efea79496971d28286cbf89403339", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2ea1a7f6-018a-4a00-a60d-1ba694d715d9", "node_type": "1", "metadata": {}, "hash": "e49c09ebcd021d1fcb96d741aa0e8f698660c331ded2bac31c7fb845814298a2", "class_name": "RelatedNodeInfo"}}, "hash": "3e11f8d50b01fa8056ba8b3c78f028863241f60675069757b3e68c02a061a64d", "text": "edit\nSuisse.\nPhilip\nWinslow\nCongr ats\non\na\nstr ong\nquar ter .\nAmy ,\nI\njust\nwanted\nt o\nfocus\nin\non\ny our\ncomments\nabout\ncapital\nspending\nbut\nalso\njust\nutilization\nwithin\nA zur e,\nand\nob viously ,\nsome\nof\nthe\nsupply\nchain\nissues\ny ou\nmentioned\nbefor e.\nW anted\nt o\nget\na\nsense\nof\nsor t\nof\nwher e\nutilization\nstands\nar ound\nA zur e.\nAnd\nas\ny ou\nthink\nabout\nsor t\nof\ndemand\ntr ends\nr elativ e\nt o\nsupply\nchain,\nhow\nar e\ny ou\nf eeling\nabout\nsor t\nof\nwher e\ncapacity\nstands\nright\nnow?\nAnd\nis\nthis\nactually\ndriving\nany\nchanges\nin\ny our\ncust omer\nbeha vior ,\nwhether\nit\nbe\nincr eased\nfocus\non\nr eser v ed\ninstances,\net\nceter a?\nThat\nwould\nbe\ngr eat.\nA my\nHood\nThank\ny ou.\nMa ybe\nlet\nme\nstar t\nb y\ntalking\nabout\nQ4' s\ncapital\nspend.\nOb viously ,\nthe\nbig\ndriv er\nof\nour\ngr owth\nthis\nquar ter\nwas\nin\ndata\ncenter\nspend,\nboth\nnew\nand\nnewbuilds\nas\nwell\nas\nadding\ncapacity\nt o\nexisting\ndata\ncenters.\nW e\nar e\nseeing,\nob viously ,\ngood\ndemand\nsignal.\nSo\nhence,\nwe 'v e\nguided\nt o\nanother\nstr ong\nspending\nquar ter\nin\nQ1\nin\nterms\nof\ncapital.\nAlthough\nit' s\na\nsequential\ndecline,\nI\nwould\nthink\nabout\nthat\nmor", "start_char_idx": 959, "end_char_idx": 2049, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2ea1a7f6-018a-4a00-a60d-1ba694d715d9": {"__data__": {"id_": "2ea1a7f6-018a-4a00-a60d-1ba694d715d9", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dae7c56c-3a72-4769-8270-3487014d5227", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7f695fbb9d411699fa6ee8eeb63fe4df6522fe9b2810f6021da2088a6b0da556", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "bc525193-cd07-4cb6-aa37-1cee9dadfbc9", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3e11f8d50b01fa8056ba8b3c78f028863241f60675069757b3e68c02a061a64d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "955dd4c2-a2a2-4ff0-ad79-ff0c9f15e249", "node_type": "1", "metadata": {}, "hash": "74239632b2740d42a7d1dc20f274efbf5a432cf4a509f2b834bce990382d118b", "class_name": "RelatedNodeInfo"}}, "hash": "e49c09ebcd021d1fcb96d741aa0e8f698660c331ded2bac31c7fb845814298a2", "text": "s\na\nsequential\ndecline,\nI\nwould\nthink\nabout\nthat\nmor e\nas\nbeing\ntiming.\nIt' s\nalwa ys\n--\ncan\nmo v e\nar ound\na\nlittle\nbit\njust\nbased\non\nwhen\nbuilds\nar e\ncomplete\nor\nwhen\nshipments\ncome\nin.\nW e\ndo\nf eel\nthat\nwe 'v e\ngotten\nin\na\ngood\nplace\non\ncapacity\non\na\nglobal\nbasis\nand\nar e\nfocused\non\nmaking\nsur e\nour\ncust omers\ncan\ndriv e\nthe\nnew\nunits\nthe y\nneed,\nthe\nnew\nusage\nthe y\nneed\nin\nthose\ndata\ncenters.\nI\ndon 't\nknow ,\nSaty a,\nif\ny ou\nwanted\nt o\nadd\non\nanything\nt o\nthat.", "start_char_idx": 1997, "end_char_idx": 2465, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "955dd4c2-a2a2-4ff0-ad79-ff0c9f15e249": {"__data__": {"id_": "955dd4c2-a2a2-4ff0-ad79-ff0c9f15e249", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "49ae1ee9-3c51-49e8-906e-252499a8dc56", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "375b6ad14004181e2cb617a7c5d14815f97943a8a1d1fe4ca7a547d02ac64b91", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2ea1a7f6-018a-4a00-a60d-1ba694d715d9", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e49c09ebcd021d1fcb96d741aa0e8f698660c331ded2bac31c7fb845814298a2", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "780e1e6a-e750-41c2-a7f3-2d9652218738", "node_type": "1", "metadata": {}, "hash": "831afe84dee070adfaabefc17a1ac9e286bbae14a6bfde4c4c886baf8b22f5e6", "class_name": "RelatedNodeInfo"}}, "hash": "74239632b2740d42a7d1dc20f274efbf5a432cf4a509f2b834bce990382d118b", "text": "Saty a\nNadella\nY es.\nI\nmean,\nI\nthink\nthat\ny ou\ncaptur ed\nit\nright.\nAnd\nit\nis\nalso\nright\nthat\ncust omers\nar e\nusing\nmor e\nr eser v ed\ninstances.\nAnd\nso\nthat' s\nlik e\nessentially\na\nprice\ndiscount,\nright?\nSo\nthat' s\nthe\nkind\nof\noptimization\nthat\ny ou\nsee.\nSo\nwe 'r e\ngr owing\n--\nthat\ngr owth\nnumbers\nwe\nar e\nposting\nin\nconsumption\nis\nwith\nall\nthat\noptimization\nin\nplace.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nKirk\nMaterne\nwith\nE v er cor e\nISI.\nKirk\nMaterne\nAmy ,\ny ou\nnoted\na\ncouple\nof\ntimes\njust\nseeing\nsome\nweakness\nin\nmor e\nof\nthe\nsmall\nbusiness\nsegment.\nCan\ny ou\njust\ntalk\nabout\nwhat' s\ngoing\non\nther e?\nIs\nthat\nan\noppor tunity\nfor\ny ou\nall\nt o\ngo\nin\nand\ntr y\nt o\nsell\nmor e\nbundles\nand\ny our\nsuite?\nI\nguess\nhow\nmuch\nof\na\ndr ag\nhas\nthat\nbeen?\nAnd\ndo\ny ou\nsee\nit\ngetting\nbetter\nor\nworse?\nSo\njust\nif\ny ou\ncould\nadd\na\nlittle\nbit\nmor e\ncolor\non\nthat\npar t\nof\ny our\nbusiness,\nit\nwould\nbe\nhelpful.\nA my\nHood\nThat' s\na\ngr eat\nquestion,\nKirk.\nI\ndid\nallude\nt o\nit\na\ncouple\nof\ntimes\nwhen\ndiscussing\nO\ufb03ce\nEMS\nor\nthe\nA zur", "start_char_idx": 0, "end_char_idx": 1031, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "780e1e6a-e750-41c2-a7f3-2d9652218738": {"__data__": {"id_": "780e1e6a-e750-41c2-a7f3-2d9652218738", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "49ae1ee9-3c51-49e8-906e-252499a8dc56", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "375b6ad14004181e2cb617a7c5d14815f97943a8a1d1fe4ca7a547d02ac64b91", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "955dd4c2-a2a2-4ff0-ad79-ff0c9f15e249", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "74239632b2740d42a7d1dc20f274efbf5a432cf4a509f2b834bce990382d118b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f1a07dcc-90ee-4186-a385-09e1cf1e74c7", "node_type": "1", "metadata": {}, "hash": "d76d7e29eefb49276f8fbbe51a346c9090b58943c16533ed19a3fe1cb0daa025", "class_name": "RelatedNodeInfo"}}, "hash": "831afe84dee070adfaabefc17a1ac9e286bbae14a6bfde4c4c886baf8b22f5e6", "text": "zur e\nper-user\nser vice\nas\nwell\nas\nWindows\ncommer cial.\nAnd\nof\ncourse,\nthat\nis\nbecause\nit' s\nall\nr elated\nt o\nselling\nMicr osoft\n365.\nAnd\nwe\ndid\nsee,\nas\nI\nnoted,\nsome\nweakness\nin\nnew\ndeals,\npar ticularly\nin\nthe\nSMB\nsegment\noutside\nof\nE5.\nSo\nt o\ny our\npoint,\nthink\nof\nthem\nas\nSKUs\nar e\nr eally\nintended,\nright,\nfor\nthat\ntype\nof\naudience\nand\ncust omer\nbase.\nAnd\nit\ncame\nfr om\na\ncouple\nof\nthings,\nKirk,\none\nof\nwhich\nwe\ntalk ed\nabout\nbefor e\nis\nthat\nwe\nar e\n--\nthat\nis\nprimarily\nsold\nthr ough\npar tner .\nAnd\nso\nwe\nneed\nt o\nmak e\nsur e\nwe 'v e\ngot\nthe\nbest\nv alue\npr ops.\nW e 'v e\ngot\nt o\nmak e\nsur e\nthe\nprice\nis\nright,\noff ers\nright\nand\nmak e\nsur e\nthat\nwe\nar e\ntuning\nthat\nv alue\npr op\nt o\nwhat\nsmall\nbusiness\ncust omers\nneed\nt oda y ,\nwhich\nis\ngr eat\nv alue,\nand\nso\nwe 'll\nk eep\nex ecuting\nthat\nthr ough\npar tner .\nW e 'r e\nin\nthe\nmiddle\nof\nthat\ntr ansition\nwe\ntalk ed\nabout\nlast\nquar ter ,\nand\nwe 'r e\nstill\nworking\non\nit.\nThe\nsecond\nthing\nis\nI\nwould\nalso\nsa y\nthat\nis\na\nspot\nwher e\ny ou\ntend\nt o\nsee\nmacr", "start_char_idx": 1028, "end_char_idx": 2033, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f1a07dcc-90ee-4186-a385-09e1cf1e74c7": {"__data__": {"id_": "f1a07dcc-90ee-4186-a385-09e1cf1e74c7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "49ae1ee9-3c51-49e8-906e-252499a8dc56", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "375b6ad14004181e2cb617a7c5d14815f97943a8a1d1fe4ca7a547d02ac64b91", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "780e1e6a-e750-41c2-a7f3-2d9652218738", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "831afe84dee070adfaabefc17a1ac9e286bbae14a6bfde4c4c886baf8b22f5e6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c0f7d328-208b-45f2-957f-a43507337b11", "node_type": "1", "metadata": {}, "hash": "a93ff118045dd4903aa5fa528ce2db839685bb0eaaab690bb3a3f7dc44e6db2e", "class_name": "RelatedNodeInfo"}}, "hash": "d76d7e29eefb49276f8fbbe51a346c9090b58943c16533ed19a3fe1cb0daa025", "text": "e\ny ou\ntend\nt o\nsee\nmacr o\nweakness\nshow\nitself,\nand\nwe\nalluded\nt o\nthat\nas\nwell\nin\nmy\ncomment\nbecause\nwhile\nI\ncan 't\ntell\ny ou,\nin\npar ticular ,\nwhich\npar t\nof\nthat\nis\nsome\nof\nthe\npar tner\ntr ansition\nwork\nwe 'r e\ndoing\nv ersus\nmacr o,\nit\ncer tainly\nf eels\nlik e\nboth.\nAnd\nso\nthat' s\ncer tainly\na\nspot\nthat\nwe 'r e\nwatching.", "start_char_idx": 2009, "end_char_idx": 2334, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c0f7d328-208b-45f2-957f-a43507337b11": {"__data__": {"id_": "c0f7d328-208b-45f2-957f-a43507337b11", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d936accc-45d2-4312-9266-6fc1eaf5b350", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2b787b536dbb505aeb41226f3bd8ffb3fbae7ec1d1cd1a51e49fb3ba0e644b9d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f1a07dcc-90ee-4186-a385-09e1cf1e74c7", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "d76d7e29eefb49276f8fbbe51a346c9090b58943c16533ed19a3fe1cb0daa025", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e6054462-651e-4e31-9db2-31c26357a070", "node_type": "1", "metadata": {}, "hash": "91c7062868bec7db7f89cbd6457dccc7b4b915512bb7d8d5f9284b53c38c9d8c", "class_name": "RelatedNodeInfo"}}, "hash": "a93ff118045dd4903aa5fa528ce2db839685bb0eaaab690bb3a3f7dc44e6db2e", "text": "I\nthink\ny our\npoint\nar ound\nmaking\nsur e\nwe 'v e\ngot\nthe\nright\nf eed,\nwhich\nis\nabsolutely\ndo\nmor e\nwith\nless\nand\nthat\nwe\ncan\nhelp\nboth\nmoderniz e\nand\nget\ngr eat\nv alue\nthr ough\nthe\nsuites.\nBut\nit' s\nan\nimpor tant\nca v eat\nt o\nthat.\nAnd\ny ou\nsaw\nthe\nwa y\nit\nshows\nitself,\nas\ny ou\nmight\nnotice\nis\ny ou\nsaw\nthe\nseat\ngr owth\nbe\na\nlittle\nlighter\nthan\ny ou\nwould\nha v e\nexpected\nin\nthe\nquar ter .\nAnd\nthen\nin\nQ1,\nthat\nshows\nitself\nas\na\nlittle\nbit\nof\ndecel\nin\nthat\nO\ufb03ce\n365\ngr owth\nnumber\nquar ter-t o-quar ter .\nBr ett\nIv ersen\nJesse,\nwe\nha v e\ntime\nfor\n1\nlast\nquestion.\nOper at or\nOur\n\ufb01nal\nquestion\nwill\ncome\nfr om\nthe\nline\nof\nAlex\nZ ukin\nwith\nW olf e\nResear ch.\nAlex\nZ ukin\nI\nguess\nI\nwanted\nt o\ndouble\ndown\non\nthe\nconsumption\ncommentar y\nwith\nr espect\nt o\nA zur e.\nSpeci\ufb01cally ,\nI\nguess,\ndo\ny ou\nf eel\nas\nthough\n--\nclearly ,\nthe\nguidance,\nI\nthink,\nis\nv er y\n--\nhas\na\nv er y\ncon\ufb01dent\npostur e.\nWhen\ny ou\nthink\nabout\ny our\nvisibility\nint o\nthose\nconsumption\ndynamics,\nis\nit\nthat\ny ou'r e\nseeing\ncust omers\noptimiz e\ntheir\nspend?\nAr", "start_char_idx": 0, "end_char_idx": 1025, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e6054462-651e-4e31-9db2-31c26357a070": {"__data__": {"id_": "e6054462-651e-4e31-9db2-31c26357a070", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d936accc-45d2-4312-9266-6fc1eaf5b350", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2b787b536dbb505aeb41226f3bd8ffb3fbae7ec1d1cd1a51e49fb3ba0e644b9d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c0f7d328-208b-45f2-957f-a43507337b11", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a93ff118045dd4903aa5fa528ce2db839685bb0eaaab690bb3a3f7dc44e6db2e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1c818e08-acb5-499a-8a2b-e3cd7fa86e7b", "node_type": "1", "metadata": {}, "hash": "6a54a268786f2611f22a049ab7fb2bb4001055c5c91098ecb8bdbae245fea203", "class_name": "RelatedNodeInfo"}}, "hash": "91c7062868bec7db7f89cbd6457dccc7b4b915512bb7d8d5f9284b53c38c9d8c", "text": "ou'r e\nseeing\ncust omers\noptimiz e\ntheir\nspend?\nAr e\ny ou\nseeing\nthem\ncommit\nt o\nlonger\ndur ation\ncontr acts,\nand\nther efor e,\ny ou\nkind\nof\n[indiscernible]\nthe\ndiff er ent\nlinearity\nof\nthat\nconsumption\npace?\nAnd\nthen\nif\ny ou\nthink\nabout\nit\non\na\nglobal\nbasis,\nar e\nther e\nany\ndiff er ent\npatterns\ndomestically\nv ersus\ninternationally\nin\nthose\nmoder ating\npr oject\nstar ts\nor\njust\ngener al\noptimization\nconv ersations?\nA my\nHood\nMa ybe\nI'll\nstar t\nand\nlet\nSaty a\nadd.\nWhen\nwe\ntalk ed\nabout\nit,\nwhat\nwe\nsaw\nin\nJune\nand\nthr ough\nthe\nquar ter ,\nand\nthen\nas\nwe 'r e\nthinking\nabout\nQ1\nis\nwe\nha v e\nseen\nthat\ndeceler ation\nin\nconsumption\napply\nr eally\nacr oss\ncust omer\nsegments.\nAnd\nin\ngener al,\nit\nwas\nacr oss\ngeos.\nI\nwouldn 't\npoint\nin\npar ticular\nt o\nany\nspeci\ufb01c\ngeo\nas\nshowing\na\nv er y\ndiff er ent\npattern\nthan\nany\nother\ngeo.\nAnd\ncer tainly ,\nwe 'v e\nnot\napplied\nthat\nlogic\nas\nwe\nt o\nQ1.\nI\ndo\nthink\nit\nspeaks\nt o\nwhat\nSaty a\nand\nI\nha v e\nsaid,\nwhich\nis\nwe\nsee\ncust omers\ncontinuing\nt o\noptimiz e,\nwhether\nthat' s\n--\nwhether\nit' s\nthr ough\nr eser v ed\ninstance,\nwhether\nit' s\nthr", "start_char_idx": 975, "end_char_idx": 2050, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1c818e08-acb5-499a-8a2b-e3cd7fa86e7b": {"__data__": {"id_": "1c818e08-acb5-499a-8a2b-e3cd7fa86e7b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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"text": "ough\nr eser v ed\ninstance,\nwhether\nit' s\nthr ough\nexisting\nworkloads\nand\npur chase\npatterns.\nAnd\nI\nexpect\nthat\nt o\ncontinue,\nwhich\nis\nabsolutely\nwhat\nthe\nguide\nimplies.", "start_char_idx": 2006, "end_char_idx": 2174, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0e1019f4-96a7-4d7e-bc71-cdde1601028a": {"__data__": {"id_": "0e1019f4-96a7-4d7e-bc71-cdde1601028a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript", "period": "Q4 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q4", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2bf1f064-b95a-4e19-a3f8-8ad2dee9e67e", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6b2c30d2457ede69a7e749ce9ed4121adceef97fcfcd8e4b29df7a1989d80ff6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1c818e08-acb5-499a-8a2b-e3cd7fa86e7b", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q4 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6a54a268786f2611f22a049ab7fb2bb4001055c5c91098ecb8bdbae245fea203", "class_name": "RelatedNodeInfo"}}, "hash": "0ccb21548080bcc8cbbea95a0ae894aaee0c0c050f18ce9c4f797956b8b608a0", "text": "And\nit\nimplies\nthat\nthese\nA zur e\ncommitments\nthat\nwe\nsigned\nthr ough\nthe\ncourse\nof\nthe\ny ear ,\nbecause\nit\ntak es\ntime\nfor\nit\nt o\nconv er t\nthose\nlar ge\ncontr acts\nuntil\nactual\nconsumption\nand\nnew\npr oject\ngr owth,\nas\nthat\nwork\ngets\ncompleted\nboth\nat\nthe\ncust omer\nand\nwith\nour\nhelp,\ny ou'll\nstar t\nt o\nsee\nnew\npr ojects\nadd\nas\nthe\nplus\nt o\nthe\noptimization\nthat\noccurs.\nSo\nit\ndoesn 't\nr eally\n--\nI\nwould\nnot\npoint\nt o\nit\nas\nbeing\ndiff er ent\nthat\nwe\nha v e\ncer tainly\nseen\nt o\nthis\npoint.\nIt' s\njust\na\nconsistent\ndeceler ation\nthat\nwe 'v e\ntalk ed\nabout.\nBr ett\nIv ersen\nThanks,\nAlex.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y ' s\nearnings\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y ,\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nA my\nHood\nThank\ny ou.\nSaty a\nNadella\nThank\ny ou,\nall.\nThank\ny ou.\nOper at or\nLadies\nand\ngentlemen,\nthis\ndoes\nconclude\nt oda y ' s\nteleconf er ence.\nOnce\nagain,\nwe\nthank\ny ou\nfor\ny our\npar ticipation,\nand\ny ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.", "start_char_idx": 0, "end_char_idx": 992, "text_template": 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urrin\n-\nW ells\nF ar go\nK eith\nBachman\n-\nBMO\nOper at or\nLadies\nand\ngentlemen\nthank\ny ou\nfor\nstanding\nb y .\nW elcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2022\nThir d\nQuar ter\nEarnings\nConf er ence\nCall.\nA t\nthis\ntime,\nall\npar ticipants\nar e\nin\na\nlisten-only\nmode.\nA\nquestion-and-answer\nsession\nwill\nfollow\nthe\nformal\npr esentation.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nIt\nis\nnow\nmy\npleasur e\nt o\nintr oduce\ny our\nhost,\nBr ett\nIv ersen,\nGener al\nManager ,\nInv est or\nRelations.\nThank\ny ou.\nY ou\nma y\nbegin.\nBr ett\nIv", "start_char_idx": 0, "end_char_idx": 1072, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8a020639-5847-4be1-bfa8-c0a49c904772": {"__data__": {"id_": "8a020639-5847-4be1-bfa8-c0a49c904772", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) 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v er-y ear .\nGoing\nfor war d,\ndigital\ntechnology\nwill\nbe\nthe\nk e y\ninput\nthat\npowers\nthe\nworld\u2019 s\neconomic", "start_char_idx": 2135, "end_char_idx": 2661, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cf221420-222b-4eb1-9b6e-cd8f25fad216": {"__data__": {"id_": "cf221420-222b-4eb1-9b6e-cd8f25fad216", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cbc0e697-26d2-465b-9d2f-20a0a2869580", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a1dc56907e902f22aa129ef44aed037c1fef6c1fdf834fa35873835d9dc82f5a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d06f6a82-af75-431d-a6b8-b2968bc1b82b", "node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "9a0b1ffd28b43a29f9aa2bb3472a784ee59a2bd3433321bfdfb7244e13de4291", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f31c3355-f51f-4d62-8493-18f7c98a3964", "node_type": "1", "metadata": {}, "hash": "f87a98119200f3bba0b4d92408e9c228999366075e35bdc421091361fa12c32d", "class_name": "RelatedNodeInfo"}}, "hash": "590f681a2e0a31d5d3c84b20619245ff92b817a9ae84b044ac0f8f20c2866949", "text": "output.\nAcr oss\nthe\ntech\nstack,\nwe\nar e\nexpanding\nour\noppor tunity\nand\ntaking\nshar e\nas\nwe\nhelp\ncust omers\ndiff er entiate,\nbuild\nr esilience,\nand\ndo\nmor e\nwith\nless.\nNow\nI\u2019 ll\nhighlight\nexamples,\nstar ting\nwith\nA zur e.\nW e\nar e\nbuilding\na\ndistributed\ncomputing\nfabric\nacr oss\nthe\ncloud\nand\nthe\nedge\nt o\nhelp\ne v er y\nor ganization\nbuild,\nrun,\nand\nmanage\nmission-critical\nworkloads\nanywher e.\nThis\nquar ter ,\nwe\nhelped\nmor e\ncust omers\nthan\ne v er\nsimplifying\nand\nacceler ating\ntheir\ncloud\nmigr ations.\nAnd\nit\u2019 s\nstill\nearly\nda ys.\nW e\nar e\nwinning\nTier\n1\ninfr astructur e\nworkloads.\nLeaders\nin\ne v er y\nindustr y ,\nfr om\nBlackr ock,\nt o\nBridgest one,\nt o\nL ufthansa,\nar e\nall\nmo ving\nmission-critical\nworkloads\nt o\nA zur e.\nAnd\nwe\nar e\nthe\nmark et\nleader\nfor\ncust omers\u2019\nSAP\nworkloads\nin\nthe\ncloud.\nA t os,\nChe vr on,\nF ujitsu,\nand\nW oolwor ths\nall\nmigr ated\ntheir\nSAP\napplications\nt o\nA zur e\nin\nr ecent\nmonths.\nOv er all,\nwe\nar e\nseeing\nlar ger ,\nmor e\nstr ategic\nA zur e\ncommitments,\nfr om\nindustr y\nleaders,\nincluding\nBoeing,\nKr aft\nHeinz,\nUS\nBank,\nand\nW estpac,\nwho\nall\nchose\nour\ncloud\nt o\nacceler ate\ntheir\ndigital\ntr", "start_char_idx": 0, "end_char_idx": 1125, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f31c3355-f51f-4d62-8493-18f7c98a3964": {"__data__": {"id_": "f31c3355-f51f-4d62-8493-18f7c98a3964", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cbc0e697-26d2-465b-9d2f-20a0a2869580", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a1dc56907e902f22aa129ef44aed037c1fef6c1fdf834fa35873835d9dc82f5a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "cf221420-222b-4eb1-9b6e-cd8f25fad216", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "590f681a2e0a31d5d3c84b20619245ff92b817a9ae84b044ac0f8f20c2866949", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2384a519-a63c-4e43-96cf-6cc8e38c0c26", "node_type": "1", "metadata": {}, "hash": "6e3072dc577dedf85eac67ae41186ffe1570e9f4dc0dce85a193a303f340b55a", "class_name": "RelatedNodeInfo"}}, "hash": "f87a98119200f3bba0b4d92408e9c228999366075e35bdc421091361fa12c32d", "text": "o\nacceler ate\ntheir\ndigital\ntr ansformations.\nThe\nnumber\nof\n$100\nmillion-plus\nA zur e\ndeals\nmor e\nthan\ndoubled\ny ear-o v er-y ear .\nAnd\nwe \u2019r e\nseeing\nconsumption\ngr owth\nacr oss\ne v er y\nindustr y ,\ncust omer\nsegment,\nand\ngeogr aphy .\nNow ,\nt o\ndata\nand\nAI.\nOur\ndata\nstack\nis\nunique\nin\nbringing\nbest-in-class\noper ational\ndatabases,\nanalytics,\nand\ngo v ernance\nint o\none\nintegr ated\ndata\nfabric.\nCosmos\nDB\ntr ansactions\nand\ndata\nv olume\nincr eased\no v er\n100%\ny ear-o v er-y ear\nfor\nthe\nthir d\nquar ter\nin\na\nr ow .\nSynapse\ndata\nv olume\nmor e\nthan\ndoubled\ny ear-o v er-y ear .\nAnd\nwe \u2019r e\nseeing\nstr ong\nadoption\nof\nPur view ,\nas\nwe\nhelp\nor ganizations\ngo v ern,\npr otect,\nand\nmanage\ntheir\ndata\nestate\nacr oss\nplatforms\nand\nclouds.\nF r om\nDeutsche\nBoerse\nt o\nEY ,\ncust omers\nin\ne v er y\nindustr y\nar e\nusing\nour\nend-t o-end\ndata\nplatform.\nIn\nAI,\nwe\ncontinue\nt o\nsee\nstr ong\nusage\nof\nA zur e\nMachine\nLearning.\nThe\nnumber\nof\nmonthly\ninf er ence\nr equests\nincr eased\n86%\ny ear-o v er-y ear ,\nwith\ncompanies\nlik e\nP epsiCo\nusing\nthe\nser vice\nt o\npr edict\nwhich\npr oducts\nar e\nmost\nlik ely\nt o\nsell.\nAnd\nour\nA zur e\nOpen\nAI\nSer vice\nbrings\nt", "start_char_idx": 1095, "end_char_idx": 2231, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2384a519-a63c-4e43-96cf-6cc8e38c0c26": {"__data__": {"id_": "2384a519-a63c-4e43-96cf-6cc8e38c0c26", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": 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anced\nlanguage\nmodels\nwith\nthe\nenterprise\ncapabilities\nof\nA zur e,\nhelping\ncompanies\nlik e\nCarMax\nturn\ncust omer\nr e views\nint o\ncust omiz ed\ncontent\nfor\nshoppers.\nNow ,\nt o\nde v eloper\nt ools.\nF r om\nA zur e\nDe vOps\nand\nGitHub\nt o\nVisual\nStudio,\nwe\nha v e\nthe\nmost\ncompr ehensiv e\nand\nlo v ed\nde v eloper\nSaaS\nser vice.\nIncr easingly ,\ne v er y\nnew\nde v eloper\npr oject\nstar ts\nwith\nour\nt ools.\nVisual\nStudio\nhas\nmor e\nthan\n31\nmillion\nmonthly\nactiv e\nusers,\nincluding\nmost\nof\nthe\nF or tune\n500.\nAnd\nGitHub\nusage\nis\nincr easing\namong\nboth\nindependent\nde v elopers\nand\nstar tups,\nas\nwell\nas\nthe\nworld\u2019 s\nmost\nestablished", "start_char_idx": 2200, "end_char_idx": 2863, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "bb6d0bbd-40b3-4680-98ff-70f350de9c09": {"__data__": {"id_": 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2022 Results - Earnings Call Transcript.pdf"}, "hash": "6e3072dc577dedf85eac67ae41186ffe1570e9f4dc0dce85a193a303f340b55a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7d571d42-757a-4c45-9dd9-3a1a3dd0043d", "node_type": "1", "metadata": {}, "hash": "c79766e65398c8dd4eccc3466ea5356b720af06096c1088ba37043ad47b5db12", "class_name": "RelatedNodeInfo"}}, "hash": "1cbdb7d9200d44c04d3728e7e74b305246f1f8b3439f468d2c2c6b18f75d26cc", "text": "enterprises.\n90%\nof\nthe\nF or tune\n100\nuse\nGitHub.\nIn\nfact,\nMer cedes\nBenz,\nfor\nexample,\nis\nusing\nGitHub\nEnterprise\nt o\npr o vide\na\nuni\ufb01ed\nde v elopment\nplatform\nfor\nmor e\nthan\n20,000\nemplo y ees\nt o\nbuild,\nship,\nand\nmaintain\nsoftwar e.\nNow ,\non\nt o\nP ower\nPlatform.\nP ower\nPlatform\nhas\nbecome\nthe\nleading\nbusiness\npr ocess\naut omation\nand\npr oductivity\nsuite\nfor\ndomain\nexper ts\nin\ne v er y\nindustr y .\nP ower\nPlatform\nsurpassed\n$2\nbillion\nin\nr e v enue\no v er\nthe\npast\ntwelv e\nmonths,\nup\n72%\ny ear-o v er-y ear ,\nmaking\nit\none\nof\nthe\nfastest\ngr owing\nbusinesses,\nat\nscale.\nP ower\nApps\nis\nthe\nmark et\nleader\nin\nlow\ncode/no\ncode\napp\nde v elopment,\nand\nP ower\nBI\nhas\nmor e\nthan\n200,000\ncust omers.\nAnd\nour\nacquisition\nof\nMINE-it\nadds\nnew\npr ocess\nmining\ncapabilities,\nhelping\nor ganizations\nidentify\nbottlenecks\nand\noppor tunities\nfor\noper ational\ne\ufb03ciency .\nNow ,\nt o\nDynamics\n365.\nDynamics\n365\nis\ngr owing\nfaster\nthan\nthe\nbusiness\napplications\nmark et\no v er all.\nF or\nexample,\nin\na\nworld\nof\nsupply\nchain\nconstr aints\nwe\nar e\nhelping\ncompanies\nlik e\nCr ack er\nBarr el\nand\nUnile v er\npr edict\ndisruptions\nbefor e\nthe y\nhappen.\nBusinesses\nlik e\nHeinek", "start_char_idx": 0, "end_char_idx": 1149, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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"4", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1cbdb7d9200d44c04d3728e7e74b305246f1f8b3439f468d2c2c6b18f75d26cc", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d9681d84-b222-4954-881d-8f0ce1b97448", "node_type": "1", "metadata": {}, "hash": "28f828205abcb4ff79b8921f3da404fcbd55a61336e10becf7223f72f3a7e44d", "class_name": "RelatedNodeInfo"}}, "hash": "c79766e65398c8dd4eccc3466ea5356b720af06096c1088ba37043ad47b5db12", "text": "e\nthe y\nhappen.\nBusinesses\nlik e\nHeinek en\nand\nSiemens\nar e\nturning\nt o\nDynamics\n365\nt o\ndriv e\nand\ndeliv er\nmor e\nconsistent\nand\npersonaliz ed\ncust omer\nengagement\nand\nser vice.\nW e\nar e\nleading\ninno v ation\nin\nthe\nnew\nindustrial\nmeta v erse\nt o\nhelp\ncompanies\noptimiz e\ntheir\noper ations\nusing\ntechnologies\nsuch\nas\nIO T ,\nDigital\nT wins,\nConnected\nSpaces,\nand\nMix ed\nReality\napplications.\nAnd\nwe \u2019r e\nfur ther\ndiff er entiating\nthe\nMicr osoft\nCloud\nb y\nbringing\nt ogether\nDynamics\n365,\nT eams,\nand\nSynapse\nt o\nusher\nin\na\nnew\ner a\nof\ncollabor ativ e\napplications\nthat\ntr ansform\ne v er y\nbusiness\nfunction\nand\npr ocess.\nWhen\nit\ncomes\nt o\nindustr y ,\nour\nsix\nindustr y\nclouds,\nar e\nhelping\ncust omers\nspeed\ntime\nt o\nv alue.\nOur\nCloud\nfor\nHealthcar e\nwas\nfr ont\nand\ncenter\nat\nHIMSS\nlast\nmonth,\nwher e\nwe\nintr oduced\nA zur e\nHealth\nData\nSer vices\nt o\nunify\ndispar ate\nclinical,\nimaging,\nand\nmedtech\ndata.\nCle v eland\nClinic\nwill\nuse\nthe\nsolution\nt o\nnormaliz e\ndata\nfr om\ndiff er ent\nsystems\nand\nintegr ate\ninsights\nint o\nthe\nclinician\nwork\ufb02ow .\nAnd\nwith\nour\nacquisition\nof\nNuance,\nI\u2019 m\nex cited\nabout\nour\noppor tunity\nt o\napply\nthe\ncompany \u2019 s\ndeep\nenterprise\nAI\nexper", "start_char_idx": 1110, "end_char_idx": 2277, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: 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alent\nSolutions\nr e v enue\nwas\nup\n43%,\nmarking\nthe\nsixth\nconsecutiv e\nquar ter\nof\nacceler ating\ngr owth.\nOur\nMark eting\nSolutions\nbusiness\ncontinues\nt o\nthriv e\nas\nwe\noff er\nadv er tisers\nhigh\nr each\nand\nROI.\nAnd\ncr eat ors\nar e\nincr easingly\nturning\nt o\nthe\nplatform\nt o\nestablish\ntheir\nv oices\nand\ngr ow\ntheir\ncommunities,\nusing\nt ools\nlik e\nNewsletters\nt o\nshar e\ncontent\nthe y\nar e\npassionate\nabout.\n28\nmillion\nmembers\nnow\nsubscribe\nt o\nat\nleast\none\nnewsletter\non\nLink edIn,\nup\n51%\no v er\nthe\npast\nquar ter\nalone.\nNow ,\non\nt o\nMicr osoft\n365\nand\nT eams.\nThe\nlast\ntwo\ny ears\nha v e\npr o v en\nthat\ne v er y\nor ganization\nneeds\na\ndigital\nfabric\nthat\nconnects\nthe\nentir e\nor ganization,\nfr om\nthe\nboar dr oom\nt o\nthe\nfr ontline,\nt o\ncust omers\nand\npar tners.\nNo\ncompany\nis\nbetter\npositioned\nt o\nmeet\nthis\nneed\nthan\nMicr osoft,\nwith\nMicr osoft\n365\nand\nT eams.\nT 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"37311d5f86bd44f0beee335187f4c8b2172733dba2a5c2560bc11eedcaaff047", "text": "eams\nt o\nrun\ntheir\nbusiness.\nOur\ncompr ehensiv e\nappr oach\nr educes\ncomplexity\nand\ncosts.\nMicr osoft\n365\ncust omers\ncan\nsa v e\nas\nmuch\nas\n60%,\ncompar ed\nt o\na\npatchwork\nof\nsingle\npoint\nidentity ,\npr oductivity ,\ncollabor ation,\nand\nmeetings\nsolutions.\nT eams\nusage\nhas\nne v er\nbeen\nhigher .\nW e \u2019r e\nseeing\ngr owth\nin\ne v er y\nsegment,\nincluding\nv er y\nsmall\nbusinesses\nwith\nT eams\nEssentials.\nT eams\nis\nthe\nleading\nplatform\nfor\ncollabor ativ e\napps.\nF r om\nAsana\nt o\nZ endesk,\nther e\nar e\no v er\n1,000\nthir d-par ty\napps\na v ailable\nthe\nT eams\napp\nst or e.\nAnd\ncompanies\nin\ne v er y\nindustr y ,\nincluding\nCBRE,\nCVS\nHealth,\nand\nthe\nNational\nHealth\nSer vice\nin\nthe\nUnited\nKingdom,\nha v e\nbuilt\ncust om\nline\nof\nbusiness\napps\nwithin\nT eams,\nbringing\nbusiness\npr ocess\ndir ectly\nint o\nthe\n\ufb02ow\nof\nwork.\nAnd\nwe \u2019r e\nadding\nnew\ngr owth\nengines\nt o\nmeet\nthe\ndemands\nof\nhybrid\nwork\nwith\nT eams\nRooms,\nT eams\nPhone,\nand\nMicr osoft\nViv a.\nT eams\nRooms\nis\nbridging\nthe\ngap\nbetween\npeople\nworking\nr emotely\nand\nthose\nin\nthe\no\ufb03ce,\nwith\ninno v ations\nlik e\nF r ont\nRow .\nT eams\nPhone\nwith\nOper at or\nConnect\nenables\nor ganizations\nt", "start_char_idx": 1089, "end_char_idx": 2206, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e0743ad2-b557-4ec9-b382-9c198385b88d": {"__data__": {"id_": "e0743ad2-b557-4ec9-b382-9c198385b88d", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts 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"class_name": "RelatedNodeInfo"}}, "hash": "77553e7ec69357a1e26cd2f6299bbbfa1ffa07984d80eab643ff9e29658bd37e", "text": "at or\nConnect\nenables\nor ganizations\nt o\neasily\nbring\ntheir\nexisting\ncalling\nser vice\nt o\nT eams.\nT otal\nOper at or\nConnect\nminutes\nincr eased\n8x\nquar ter-o v er-quar ter .\nAnd\nViv a\nhas\nmor e\nthan\n10\nmillion\nmonthly\nactiv e\nusers\nat\ncompanies\nlik e\nBlum,\nCerner ,\nand\nMarks\n&\nSpencer .\nThis\nquar ter ,\nwe\nadded\nLink edIn \u2019 s\nGlint\nemplo y ee\nengagement\nt ool\nt o\nViv a,\nensuring\nleaders\ncan\nmor e\neasily\nsolicit\nemplo y ee\nf eedback\nand\nr eceiv e\nactionable\ninsights.\nAll\nthis\ninno v ation\nis\ndriving\ngr owth\nacr oss\nMicr osoft\n365.\nOr ganizations\nacr oss\nthe\npriv ate\nand\npublic\nsect or ,\nincluding\nAmerican\nF amily\nInsur ance,\nthe\nQueensland\nGo v ernment,\nand\nT elefonica\nar e\nincr easingly\nchoosing\nour\npr emium\nE5\noff erings\nfor\nadv anced\nsecurity ,\ncompliance,\nv oice,\nand\nanalytics.", "start_char_idx": 2168, "end_char_idx": 2957, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "93e21608-2e75-4b1c-89ac-db044a4a704f": {"__data__": {"id_": "93e21608-2e75-4b1c-89ac-db044a4a704f", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b6d6afbf-e22e-49d2-b69c-8e703b4c3491", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call 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e\nshipped\nin\neach\nof\nthe\nlast\neight\nquar ters,\nand\nWindows\ncontinues\nt o\ntak e\nshar e.\nWith\nWindows\n11,\nwe\ncontinue\nt o\nsee\nthe\nhighest\nquality\nscor es\nof\nany\nv ersion\nof\nthe\noper ating\nsystem.\nThe\nenterprises\nar e\nadopting\nWindows\n11\nat\na\nfaster\npace\nthan\nany\npr e vious\nr elease.\nWith\nWindows\n365,\nwe \u2019r e\nbringing\nthe\npower\nof\nA zur e\ncomputing\nt o\nWindows\ncomputers,\nenabling\nbusinesses\nlik e\nLands\u2019\nEnd,\nSES,\nand\nX er o x\nt o\nstr eam\nthe\nfull\nWindows\nexperience\nt o\nany\nemplo y ee\nde vice.\nNew\nintegr ations\nbetween\nWindows\n11\nand\nWindows\n365\nwill\nmak e\nit\npossible\nt o\nswitch\nbetween\nCloud\nPC\nand\nthe\nlocal\nPC\nwith\na\nsingle\nclick.\nAnd\nwe\ncontinue\nt o\nhelp\nor ganizations\nlik e\nAIG,\nGr ant\nThornt on,\nand\nSage\nshift\ntheir\non-pr emise\nvir tualization\nser vices\nt o\nthe\ncloud\nwith\nA zur e\nVir tual\nDeskt op.\nIn\nconsumer ,\nWindows\nis\nk e y\nt o\ncur 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ong\nengagement,\nwith\nnearly\n500\nmillion\nmonthly\nactiv e\nusers\nof\nour\npersonaliz ed\ncontent\nf eed,\nMicr osoft\nStar t.\nAs\nusage\ncontinues\nt o\ngr ow ,\nwe\nar e\nseeing\na\n\ufb02ywheel\nemer ge\nbetween\ncontent,\nconsumption,\nand\ncommer ce,\nas\nwe\ngener ate\nnew\noppor tunities\nfor\ncontent\ncr eat ors,\nas\nwell\nas\nadv er tisers.\nAnd\nour\nbr owser ,\nMicr osoft\nE dge,\ncontinues\nt o\ngain\nshar e\nas\nwe\nhelp\npeople\nsa v e\nmone y\nand\nshop\nsecur ely .\nNow ,\nt o\nsecurity .\nSecurity\nis\na\nt op\npriority\nfor\ne v er y\nor ganization\nunder going\na\ndigital\ntr ansformation.\nT o\nk eep\nour\ncust omers\nsecur e,\nwe\nbuild\nsecurity\nb y\ndesign\nint o\ne v er y\npr oduct\nwe\nsell.\nAnd\nwe\ndeliv er\nend-t o-end\nsolutions\nspanning\nsecurity ,\ncompliance,\nidentity ,\nde vice\nmanagement,\nand\npriv acy ,\nacr oss\nclouds\nand\nplatforms,\ninformed\nb y\n24\ntrillion\nthr eat\nsignals\neach\nda y .\nThis\ncompr ehensiv e\ncapability\nhas\nbeen\ncritical\nduring\nthe\nr ecent\nworld\ne v ents,\nand\nwe\ncontinue\nt o\ndisrupt\ncyber\nattacks\nand\nshar e\nthr", "start_char_idx": 1079, "end_char_idx": 2253, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b11f9609-6a85-4b50-9ed0-e89fec2e8825": {"__data__": {"id_": "b11f9609-6a85-4b50-9ed0-e89fec2e8825", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b6d6afbf-e22e-49d2-b69c-8e703b4c3491", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "431810f7d67ace63f586ecb535965c88b10a5cbd3e8619ae8c6feffcdfc97f72", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9c4e309c-d506-43b6-8316-e95d5ecfbf34", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "60fea2e4f880d4ee1fba2a529796f32699a1a504344c33ebb4c8569910c4afe5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "961545f6-2184-4f2f-bd1d-132b0e4fe2e3", "node_type": "1", "metadata": {}, "hash": "3e2291d465a61830888c757abdda3c2b8f7a20e5588c0ac889db185f663fea11", "class_name": "RelatedNodeInfo"}}, "hash": "8a6c3d9c234357b67fe90bf2cfad2709a62541216cb0841db3c515db5d869b5a", "text": "o\ndisrupt\ncyber\nattacks\nand\nshar e\nthr eat\nintelligence\nwith\nthe\nUkr ainian\ngo v ernment,\nas\nwell\nas\nother\npublic\nsect or\nagencies.\nMulti-cloud,\nmulti-platform\nsuppor t\nis\ncentr al\nt o\nour\nappr oach.\nIn\nsecurity ,\nwe\nar e\nthe\nonly\ncloud\npr o vider\nwith\nnativ e\nmulti-cloud\npr otection\nfor\nthe\nindustr y \u2019 s\nt op\nthr ee\ncloud\nplatforms.\nIn\nidentity ,\nwe\nnow\npr o vide\npermissions\nmanagement\nacr oss\nall\nclouds.\nA zur e\nActiv e\nDir ect or y\nis\nthe\nundisputed\nmark et\nleader\nwith\nmor e\nthan\n550\nmillion\nmonthly\nactiv e\nusers.\nIn\nmanagement,\nthe\nnumber\nof\nWindows,\nAndr oid,\nand\niOS\nde vices\npr otected\nb y", "start_char_idx": 2215, "end_char_idx": 2817, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "961545f6-2184-4f2f-bd1d-132b0e4fe2e3": {"__data__": {"id_": "961545f6-2184-4f2f-bd1d-132b0e4fe2e3", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "35552696-4d1f-4dd8-9581-b1efd0691b33", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1911567171f1ca7fa0fd88718b5f0d90a2f531947c1647194a30908789371c3d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b11f9609-6a85-4b50-9ed0-e89fec2e8825", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8a6c3d9c234357b67fe90bf2cfad2709a62541216cb0841db3c515db5d869b5a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b8286b30-0aee-471d-bd41-b3dace93b61d", "node_type": "1", "metadata": {}, "hash": "4d771718726f0e973022e929f009867948508d45f71a162fd21184d94d00a77b", "class_name": "RelatedNodeInfo"}}, "hash": "3e2291d465a61830888c757abdda3c2b8f7a20e5588c0ac889db185f663fea11", "text": "Intune\ngr ew\no v er\n60%\ny ear-o v er-y ear .\nAnd\nwe \u2019r e\nexpanding\nt o\nnew\nmark et\nsegments\nwith\nMicr osoft\nDef ender\nfor\nBusiness,\nwhich\nhelps\nk eep\nsmall\nbusinesses\nsecur e.\nThis\ninno v ation\nand\ndiff er entiation\nis\ndriving\nour\no v er all\ngr owth.\nAll\nup,\nthe\nnumber\nof\ncust omers\nwho\ntrust\nour\nsecurity\nsolutions\ngr ew\nnearly\n50%\ny ear-o v er-y ear\nt o\n785,000,\nincluding\nCitrix,\nDomino \u2019 s\nPizza,\nF ujitsu,\nHeinek en,\nP etr onas,\nwho\nr ely\non\nus\nt o\npr otect\ntheir\nmulti-cloud\ninfr astructur e.\nAnd\nwe\nha v e\no v er\n15,000\npar tners\nin\nour\nsecurity\necosystem,\nmor e\nthan\nany one\nelse\nin\nthe\nindustr y .\nNow ,\non\nt o\ngaming.\nOur\nambition\nis\nt o\npower\ngamers\nt o\npla y\nwhen,\nand\nhow ,\nand\nwher e\nthe y\nwant.\nWith\nour\nXbo x\nSeries\nS\nand\nX\nconsoles,\nwe\nha v e\ntak en\nshar e\nglobally\nfor\ntwo\nquar ters\nin\na\nr ow\nand\nwe\nar e\nthe\nmark et\nleader\nthis\nquar ter\namong\nthe\nnext\ngen\nconsoles\nin\nthe\nUnited\nStates,\nCanada,\nUK,\nand\nW estern\nE ur ope.\nAnd\nwith\nXbo x\nCloud\nGaming,\nwe\nar e\nr ede\ufb01ning\nhow\ngames\nar e\ndistributed,\npla y ed,\nand\nviewed.\nT o\ndate,\nmor", "start_char_idx": 0, "end_char_idx": 1053, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b8286b30-0aee-471d-bd41-b3dace93b61d": {"__data__": {"id_": "b8286b30-0aee-471d-bd41-b3dace93b61d", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "35552696-4d1f-4dd8-9581-b1efd0691b33", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1911567171f1ca7fa0fd88718b5f0d90a2f531947c1647194a30908789371c3d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "961545f6-2184-4f2f-bd1d-132b0e4fe2e3", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3e2291d465a61830888c757abdda3c2b8f7a20e5588c0ac889db185f663fea11", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b16b6a54-d7f4-45d5-baa2-66f3d11530cf", "node_type": "1", "metadata": {}, "hash": "04d2f94174e9020f33a48e07e3420382b4a9437e44f7d95632aff788a15db172", "class_name": "RelatedNodeInfo"}}, "hash": "4d771718726f0e973022e929f009867948508d45f71a162fd21184d94d00a77b", "text": "e\ndistributed,\npla y ed,\nand\nviewed.\nT o\ndate,\nmor e\nthan\n10\nmillion\npeople\nha v e\nstr eamed\ngames.\nMany\nof\nour\nmost\npopular\ntitles,\nincluding\nFlight\nSimulat or\nar e\nnow\naccessible\non\nphones,\ntablets,\nlow-spec\nPCs\nfor\nthe\n\ufb01rst\ntime.\nOur\nGame\nP ass\nlibr ar y\nnow\nincludes\nhundr eds\nof\ntitles\nacr oss\nPC\nand\nconsole,\nincluding\nmor e\ngames\nfr om\nthir d-par ty\npublishers\nthan\ne v er\nbefor e.\nBillions\nof\nhours\nha v e\nbeen\npla y ed\nb y\nsubscribers\no v er\nthe\npast\n12\nmonths,\nup\n45%.\nAnd\nwith\nA zur e,\nwe\nar e\nbuilding\nthe\nbest\ncloud\nfor\ngame\nstudios\nof\nall\nsiz es\nt o\nbuild,\nhost,\nand\ngr ow\ntheir\ngames.\nNew\ncapabilities\nspeed\ntime\nt o\nde v elopment\nand\nt o\nhelp\nconnect\npla y ers\nacr oss\nplatforms.\nA zur e\ngaming\nr e v enue\n\ufb01scal\ny ear\nt o\ndate\nincr eased\n66%.\nIn\nclosing,\nwe\nar e\nentering\na\nnew\ner a\nwher e\ne v er y\ncompany\nwill\nbecome\na\ndigital\ncompany .\nOur\npor tfolio\nof\ndur able\ndigital\nbusinesses\nand\ndiv erse\nbusiness\nmodels,\nbuilt\non\na\ncommon\ntech\nstack,\nposition\nus\nwell\nt o\ncaptur e\nthe\nmassiv e\noppor tunities\nahead.\nWith\nthat,\nI\u2019 ll\nhand\nit\no v er\nt o\nAmy .\nA my\nHood\nThank\ny ou,\nSaty a,\nand\ngood\nafternoon,\ne v er y", "start_char_idx": 1003, "end_char_idx": 2129, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b16b6a54-d7f4-45d5-baa2-66f3d11530cf": {"__data__": {"id_": "b16b6a54-d7f4-45d5-baa2-66f3d11530cf", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "35552696-4d1f-4dd8-9581-b1efd0691b33", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1911567171f1ca7fa0fd88718b5f0d90a2f531947c1647194a30908789371c3d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b8286b30-0aee-471d-bd41-b3dace93b61d", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4d771718726f0e973022e929f009867948508d45f71a162fd21184d94d00a77b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fe1f1244-accd-4270-b372-eb9329205279", "node_type": "1", "metadata": {}, "hash": "33c5604666e13bb3129e2bd0d9b7844520fc161e05f824f606156543e6d25fae", "class_name": "RelatedNodeInfo"}}, "hash": "04d2f94174e9020f33a48e07e3420382b4a9437e44f7d95632aff788a15db172", "text": "ou,\nSaty a,\nand\ngood\nafternoon,\ne v er y one.\nThis\nquar ter ,\nr e v enue\nwas\n$49.4\nbillion,\nup\n18%\nand\n21%\nin\nconstant\ncurr ency .\nEarnings\nper\nshar e\nwas\n$2.22\nand\nincr eased\n14%\nand\n18%\nin\nconstant\ncurr ency\nwhen\nadjusted\nfor\nthe\ntax\nbene\ufb01t\nfr om\nthe\nthir d\nquar ter\nof\n\ufb01scal\ny ear\n2021.\nSe v er al\nitems\nimpacted\nour\n\ufb01nancial\nper formance\nthat\nwer e\nnot\nincluded\nin\nthe\nguidance\npr o vided\non\nour\nJanuar y\nearnings\ncall.\nFirst,\nNuance.\nMy\ncomments\nt oda y\nacr oss\nQ3\nr esults\nand\nQ4\noutlook\ninclude\nthe\nimpact\nfr om\nthe\nNuance\nacquisition\nwhich\nclosed\non\nMar ch\n4.\nOur\nr esults\ninclude\n$111\nmillion\nin\nr e v enue\nand\na\nnegativ e\n$0.01\nimpact\nt o\nearnings\nper\nshar e,\nincluding\npur chase", "start_char_idx": 2089, "end_char_idx": 2778, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fe1f1244-accd-4270-b372-eb9329205279": {"__data__": {"id_": "fe1f1244-accd-4270-b372-eb9329205279", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5745328f-da6d-4627-92b4-e1a42475af3f", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4a6e3bdd4ab62a4fb486de2cc51f47903dc7dedc51d10b9e1882e8d95a258862", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b16b6a54-d7f4-45d5-baa2-66f3d11530cf", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "04d2f94174e9020f33a48e07e3420382b4a9437e44f7d95632aff788a15db172", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "040e1d87-9586-4be8-b684-be8b34e7770e", "node_type": "1", "metadata": {}, "hash": "246e1be908b49eb6bf5daa0eb9b9be1e4dd8f540ecc8d9b3e659a0135a0d2836", "class_name": "RelatedNodeInfo"}}, "hash": "33c5604666e13bb3129e2bd0d9b7844520fc161e05f824f606156543e6d25fae", "text": "accounting,\nintegr ation,\nand\ntr ansaction\nr elated\nexpenses.\nWithin\nour\nr esults,\nunless\nspeci\ufb01cally\nnoted\nother wise,\nNuance\nwas\nnot\na\nmaterial\ndriv er\nof\ngr owth\nr ates.\nW e\ncontinue\nt o\nexpect\nthe\nNuance\nacquisition\nwill\nbe\nminimally\ndilutiv e\nin\nFY2022\nand\naccr etiv e\nin\nFY2023\nt o\nnon-GAAP\nEPS.\nSecond,\nFX.\nThe\nU.S.\ndollar\nstr engthened\nthr oughout\nthe\nquar ter\nand\ncr eated\nan\nincr emental\n1\npoint\nFX\nheadwind\nt o\nt otal\ncompany\nr e v enue\ncompar ed\nt o\nexpectations.\nAs\na\nr esult,\nr e v enue\nand\nEPS\nwer e\nnegativ ely\nimpacted\nb y\n$302\nmillion\nand\n$0.03\nper\nshar e,\nr espectiv ely .\nFinally ,\nthe\nwar\nin\nUkr aine.\nW e\nsuspended\nall\nnew\nsales\nof\nour\npr oducts\nand\nser vices\nin\nRussia.\nRe v enue\ngener ated\nin\nRussia\nr epr esents\nless\nthan\n1%\nof\nt otal\ncompany\nr e v enue\nand\nwe\nexpect\nthat\nit\nwill\ndecline\nsigni\ufb01cantly .\nThe\nimpact\nt o\noper ating\nincome\nthis\nquar ter\nwas\nr oughly\n$130\nmillion\nsplit\ne v enly\nbetween\nlower\nr e v enue\nand\nhigher\nbad\ndebt\nexpense,\nr esulting\nin\na\nnegativ e\n$0.01\nimpact\nt o\nEPS.\nOur\nr esults\nfor\nthe\nquar ter\nar", "start_char_idx": 0, "end_char_idx": 1051, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "040e1d87-9586-4be8-b684-be8b34e7770e": {"__data__": {"id_": "040e1d87-9586-4be8-b684-be8b34e7770e", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5745328f-da6d-4627-92b4-e1a42475af3f", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4a6e3bdd4ab62a4fb486de2cc51f47903dc7dedc51d10b9e1882e8d95a258862", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "fe1f1244-accd-4270-b372-eb9329205279", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "33c5604666e13bb3129e2bd0d9b7844520fc161e05f824f606156543e6d25fae", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8eecacd7-4141-433a-b6d5-a1a9a6aafc95", "node_type": "1", "metadata": {}, "hash": "560f003bf30d173d6d070f59371e1abfc9d143ee7417bb78be48beea692cb0fc", "class_name": "RelatedNodeInfo"}}, "hash": "246e1be908b49eb6bf5daa0eb9b9be1e4dd8f540ecc8d9b3e659a0135a0d2836", "text": "o\nEPS.\nOur\nr esults\nfor\nthe\nquar ter\nar e\nbetter\nthan\nwe\nexpected\nacr oss\nr e v enue,\noper ating\nincome,\nand\nEPS\nas\nwe\nagain\ndeliv er ed\nanother\nstr ong\nquar ter\nof\nt op\nand\nbott om\nline\ngr owth.\nIn\nour\ncommer cial\nbusiness,\nhealthy\ndemand\nfor\nour\ndiff er entiated\nhybrid\nand\ncloud\noff erings\nt ogether\nwith\nex cellent\nex ecution\nb y\nour\nsales\nteams\nand\npar tners\ndr o v e\nincr eased\ncommitment\nt o\nour\nplatform\nas\nwell\nas\nhigher\nusage\nof\nour\nser vices\nthat\nSaty a\nmentioned\nearlier .\nCommer cial\nbookings\nincr eased\n28%\nand\n35%\nin\nconstant\ncurr ency ,\nsigni\ufb01cantly\nahead\nof\nexpectations\ndriv en\nb y\nstr ong\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions.\nW e\nalso\nsaw\nbetter\nthan\nexpected\ngr owth\nin\nlar ge,\nlong-term\nA zur e\ncontr acts\nagainst\na\nv er y\nstr ong\nprior\ny ear\ncompar able.\nNuance\nbene\ufb01ted\nbookings\nb y\nr oughly\n5\npoints.\nOur\non-pr emises\ntr ansactional\nlicensing\nr e v enue,\nacr oss\nboth\nthe\nO\ufb03ce\nand\nSer v er\nbusinesses,\nwas\nmor e\nnegativ ely\nimpacted\nthan\nexpected\ndue\nt o\nthe\ntr ansition\nfr om\nour\nOpen\nLicensing\npr ogr am\nt o\nour\nCloud\nSolution\nPr o vider\npr ogr am.\nCommer cial\nr emaining\nper", "start_char_idx": 1012, "end_char_idx": 2128, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8eecacd7-4141-433a-b6d5-a1a9a6aafc95": {"__data__": {"id_": "8eecacd7-4141-433a-b6d5-a1a9a6aafc95", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5745328f-da6d-4627-92b4-e1a42475af3f", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 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ed\nwithin\nand\nthe\npor tion\nbe y ond,\nthe\nnext\n12\nmonths.\nAnd\nour\nannuity\nmix\nincr eased\n2\npoints\ny ear-o v er-y ear\nt o\n96%.\nCommer cial\nCloud\nr e v enue\nwas\n$23.4\nbillion\nand\ngr ew\n32%\nand\n35%\nin\nconstant\ncurr ency ,\nagain\nahead\nof\nexpectations.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\ndecr eased\nslightly\ny ear-o v er-y ear\nt o\n70%.\nEx cluding\nthe\nimpact\nfr om\nthe\nchange\nin\naccounting\nestimate\nfor\nuseful\nliv es,\nthe\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n3\npoints\ndriv en\nb y", "start_char_idx": 2083, "end_char_idx": 2799, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e17bd446-94a7-42b0-8349-80a154e52a85": {"__data__": {"id_": "e17bd446-94a7-42b0-8349-80a154e52a85", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings 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gin\ndollars\nincr eased\n18%\nand\n21%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\ndecr eased\nslightly\ny ear-o v er-y ear\nt o\n68%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nappr o ximately\n1\npoint\ndriv en\nprimarily\nb y\nimpr o v ement\nin\nour\ncloud\nser vices\nnoted\nearlier .\nOper ating\nexpense\nincr eased\n15%\nand\n17%\nin\nconstant\ncurr ency ,\nslightly\nlower\nthan\nexpected\nas\ninv estments\nthat\nshifted\nt o\nfutur e\nquar ters\nwer e\npar tially\noffset\nb y\nthe\ninclusion\nof\nNuance.\nA", "start_char_idx": 0, "end_char_idx": 1134, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "71fc160c-0776-4235-b85a-6d4171cb6381": {"__data__": {"id_": "71fc160c-0776-4235-b85a-6d4171cb6381", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 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esults.\nRe v enue\nfr om\nPr oductivity\nand\nBusiness\nPr ocesses\nwas\n$15.8\nbillion\nand\ngr ew\n17%\nand\n19%\nin\nconstant\ncurr ency\nin\nline\nwith\nexpectations.\nBetter\nthan\nexpected\nr esults\nacr oss\nO\ufb03ce\n365,\nLink edIn,\nand\nO\ufb03ce\nconsumer\nwer e\noffset\nb y\nimpacts\nfr om\nincr emental\nFX,\nthe\nOpen\nLicensing\ntr ansition,\nRussia,\nas\nwell\nas\nlower\nthan\nexpected\nr esults\nin\nDynamics.\nO\ufb03ce\ncommer cial\nr e v enue\ngr ew\n12%\nand\n14%\nin\nconstant\ncurr ency .\nO\ufb03ce\n365\ncommer cial\nr e v enue\nincr eased\n17%\nand\n20%\nin\nconstant\ncurr ency", "start_char_idx": 1090, "end_char_idx": 2196, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b986d654-8dd9-4055-81f2-81034c6c9df7": {"__data__": {"id_": "b986d654-8dd9-4055-81f2-81034c6c9df7", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on 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osoft\n365\nsubscriptions,\nwhich\ngr ew\n16%\nt o\n58.4\nmillion.\nDynamics\nr e v enue\ngr ew\n22%\nand\n25%\nin\nconstant\ncurr ency\ndriv en\nb y\nDynamics\n365,\nwhich\ngr ew\n35%\nand\n38%\nin\nconstant\ncurr ency ,\nsubstantially\nfaster\nthan\nthe\nmark et\nalthough\na\nbit\nlower\nthan\nexpected\nas\nwe\nfocus\non\nstr onger\nex ecution\non\nour\nr ecent\ninv estments.\nLink edIn\nr e v enue\nincr eased\n34%\nand\n35%\nin\nconstant\ncurr ency ,\nwith\nbetter\nthan\nexpected\nper formance\nin\nT alent\nSolutions\nas\nwell\nas\ncontinued\nstr ength\nin\nMark eting\nSolutions\nand\nr ecor d\nle v els\nof\nengagement\non\nthe\nplatform.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n16%\nand\n19%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\nwas\nr elativ ely\nunchanged\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr", "start_char_idx": 0, "end_char_idx": 1163, "text_template": 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"dc08b19567a0e35fddf481ba0a8facb4fd9e5f15d5336bc3696083c4d9ae9318", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "43431b4e-29ad-40e3-b93e-36b67156d844", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "349b4af19ef8e2b11b17adfe81940efe8fe6bfc34d1ee437f056d5a879243de6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ba33f2e6-cffa-4808-97c5-12ddd0b778aa", "node_type": "1", "metadata": {}, "hash": "e27744c01dc906090764b5e7d49397915e4ba829f41c183f54cd7cc261be07c7", "class_name": "RelatedNodeInfo"}}, "hash": "4e76608e7beeed5da32ee55db0a7184c4b9a9999d538ce9b32b4409d9f04f0ee", "text": "oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints\ndriv en\nb y\nimpr o v ement\nacr oss\nall\ncloud\nser vices.\nOper ating\nexpense\nincr eased\n13%\nand\n14%\nin\nconstant\ncurr ency ,\nand\noper ating\nincome\nincr eased\n19%\nand\n23%\nin\nconstant\ncurr ency .\nNext,\nthe\nIntelligent\nCloud\nsegment,\nwhich\nincludes\nappr o ximately\nfour\nweeks\nof\nr esults\nfr om\nNuance.\nRe v enue\nwas\n$19.1\nbillion,\nincr easing\n26%\nand\n29%\nin\nconstant\ncurr ency .\nEx cluding\nthe\nimpact\nof\nNuance\nand\nthe\nappr o ximately\n$150\nmillion\ngr eater\nFX\nthan\nexpected,\nr e v enue\nr esults\nwer e\nahead\nof\nexpectations.\nOv er all,\nser v er\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n29%\nand\n32%\nin\nconstant\ncurr ency .\nA zur e\nand\nother\ncloud\nser vices\ngr ew\n46%\nand\n49%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\ndriv en\nb y\ncontinued\nstr ength\nin\nour\nconsumption-based\nser vices.\nThe\ninclusion\nof\nNuance\ncloud\nser vices\ndid\nnot\nchange\nthe\nA zur e\nconstant\ncurr ency\ngr owth\nr ate.\nIn\nour\nper-user\nbusiness,\nthe\nenterprise\nmobility\nand\nsecurity\ninstalled\nbase\ngr ew\n25%\nt o\no v er\n218\nmillion\nseats.\nIn\nour\non-pr emises\nser v er\nbusiness,\nr e v enue\nincr eased\n5%\nand\n7%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations\ndriv en\nb", "start_char_idx": 1127, "end_char_idx": 2318, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ba33f2e6-cffa-4808-97c5-12ddd0b778aa": {"__data__": {"id_": "ba33f2e6-cffa-4808-97c5-12ddd0b778aa", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fe69f064-7070-4777-8b57-20ec6ef4ed61", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "dc08b19567a0e35fddf481ba0a8facb4fd9e5f15d5336bc3696083c4d9ae9318", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "51010cce-f09e-413d-bca1-b78633e872c5", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4e76608e7beeed5da32ee55db0a7184c4b9a9999d538ce9b32b4409d9f04f0ee", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7efcf157-5878-479d-aabf-e1901b301436", "node_type": "1", "metadata": {}, "hash": "15e1b615a390dd3e6e357428e2f1187816380d67910818afc331772fe2d4329c", "class_name": "RelatedNodeInfo"}}, "hash": "e27744c01dc906090764b5e7d49397915e4ba829f41c183f54cd7cc261be07c7", "text": "ency ,\nahead\nof\nexpectations\ndriv en\nb y\nhealthy\ndemand\nfor\nour\nhybrid\noff erings\npar tially\noffset\nb y\nthe\nOpen\nLicensing\ntr ansition\nmentioned\nearlier .\nThe\ninclusion\nof\nNuance\non\npr emises\noff erings\ndid\nnot\nchange\nthe\nser v er\nconstant\ncurr ency\ngr owth\nr ate.", "start_char_idx": 2280, "end_char_idx": 2544, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7efcf157-5878-479d-aabf-e1901b301436": {"__data__": {"id_": "7efcf157-5878-479d-aabf-e1901b301436", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0946e82f-4f6d-4466-9ba1-d946f472ecdd", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6218189e37b750d028ddac27eb3cb9088e3fdbd1a770b425d532a6bfa332dbc0", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ba33f2e6-cffa-4808-97c5-12ddd0b778aa", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e27744c01dc906090764b5e7d49397915e4ba829f41c183f54cd7cc261be07c7", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8fa7a1af-1b32-4152-a371-0d0c39f1261e", "node_type": "1", "metadata": {}, "hash": "3bc7c991d2e97ad85ea297c4738efbad8770cdbee4e3348b4fd0404be547c608", "class_name": "RelatedNodeInfo"}}, "hash": "15e1b615a390dd3e6e357428e2f1187816380d67910818afc331772fe2d4329c", "text": "Enterprise\nSer vices\nr e v enue\ngr ew\n5%\nand\n6%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ngr owth\nin\nEnterprise\nSuppor t\nSer vices.\nThe\ninclusion\nof\nNuance\npr of essional\nser vices\nimpacted\nthe\nconstant\ncurr ency\ngr owth\nr ate\nb y\n1\npoint.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n24%\nand\n27%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n1\npoint\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n1\npoint\nwith\nimpr o v ements\nin\nA zur e\npar tially\noffset\nb y\nthe\nsales\nmix\nshift\nt o\nA zur e.\nOper ating\nexpense\nincr eased\n17%\nand\n19%\nin\nconstant\ncurr ency\nand\noper ating\nincome\ngr ew\n29%\nand\n33%\nin\nconstant\ncurr ency .\nNow\nt o\nMor e\nP ersonal\nComputing.\nRe v enue\nwas\n$14.5\nbillion,\nincr easing\n11%\nand\n13%\nin\nconstant\ncurr ency ,\nabo v e\nexpectations\ndriv en\nb y\nbetter\nthan\nexpected\nper formance\nin\nsear ch\nand\nWindows\noffset\nb y\nSur face.\nFX\ndecr eased\nsegment\nr e v enue\nappr o ximately\n$100\nmillion\ngr eater\nthan\nexpected.\nWindows\nOEM\nr e v enue\nincr eased\n11%,\nwith\ncontinued\nstr ength\nin\nthe\ncommer cial\nPC\nmark et,\nwhich\nhas\nhigher\nr e v", "start_char_idx": 0, "end_char_idx": 1146, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8fa7a1af-1b32-4152-a371-0d0c39f1261e": {"__data__": {"id_": "8fa7a1af-1b32-4152-a371-0d0c39f1261e", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "0946e82f-4f6d-4466-9ba1-d946f472ecdd", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6218189e37b750d028ddac27eb3cb9088e3fdbd1a770b425d532a6bfa332dbc0", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7efcf157-5878-479d-aabf-e1901b301436", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "15e1b615a390dd3e6e357428e2f1187816380d67910818afc331772fe2d4329c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3b97000f-28a9-494d-863f-58eb5c8f0571", "node_type": "1", "metadata": {}, "hash": "25f4553ebf1ada56e5521c83706973a65212b8a7d3585ad57602056771545618", "class_name": "RelatedNodeInfo"}}, "hash": "3bc7c991d2e97ad85ea297c4738efbad8770cdbee4e3348b4fd0404be547c608", "text": "cial\nPC\nmark et,\nwhich\nhas\nhigher\nr e v enue\nper\nlicense.\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\ngr ew\n14%\nand\n19%\nin\nconstant\ncurr ency ,\nahead\nof\nexpectations,\ndriv en\nb y\ndemand\nfor\nMicr osoft\n365\nwith\nsome\nbene\ufb01t\nfr om\na\ngr eater\nmix\nof\ncontr acts\nwith\nhigher\nin-period\nr e v enue\nr ecognition.\nSur face\nr e v enue\ngr ew\n13%\nand\n18%\nin\nconstant\ncurr ency ,\nlower\nthan\nexpected,\ndriv en\nb y\nconsumer\nchannel,\npar tially\noffset\nb y\nstr ength\nin\ncommer cial.\nSear ch\nand\nnews\nadv er tising\nr e v enue\nex-T A C\nincr eased\n23%\nand\n25%\nin\nconstant\ncurr ency ,\nbetter\nthan\nexpected,\nbene\ufb01ting\nfr om\nan\nincr ease\nin\nsear ch\nv olumes\ne v en\nas\nwe\nsaw\nheadwinds\nduring\nMar ch\nfr om\nthe\nimpact\nof\nthe\nwar\nin\nUkr aine.\nAnd\nin\nGaming,\non\na\nhigh\nprior\ny ear\ncompar able,\nr e v enue\nincr eased\n6%\nand\n8%\nin\nconstant\ncurr ency .\nXbo x\nhar dwar e\nr e v enue\nwas\nbetter\nthan\nexpected\nas\nincr eased\nsupply\nof\nconsoles\nin\nquar ter\ndr o v e\ngr owth\nof\n14%\nand\n16%\nin\nconstant\ncurr ency .\nXbo x\ncontent\nand\nser vices\nr e v enue\ngr ew\n4%\nand\n6%\nin\nconstant\ncurr ency ,\nbelow\nexpectations,\ndriv en\nb", "start_char_idx": 1107, "end_char_idx": 2208, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3b97000f-28a9-494d-863f-58eb5c8f0571": {"__data__": {"id_": "3b97000f-28a9-494d-863f-58eb5c8f0571", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": 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oss\nthe\nplatform,\ne v en\nas\nit\nr emains\nabo v e\npr e-pandemic\nle v els.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n10%\nand\n13%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\ndecr eased\nslightly .\nOper ating\nexpenses\nincr eased\n17%\nand\n18%\nin\nconstant\ncurr ency\nand\noper ating\nincome\ngr ew\n7%\nand\n10%\nin\nconstant\ncurr ency .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es\nincluding\n\ufb01nance\nleases\nwer e\n$6.3\nbillion,\nin\nline\nwith\nexpectations.\nCash\npaid\nfor\nPP&E\nwas\n$5.3\nbillion.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$25.4\nbillion,\nincr easing\n14%\nas\nstr ong\ncloud\nbillings\nand", "start_char_idx": 2172, "end_char_idx": 2820, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "96587317-98fa-471c-bb80-b2d195d6dafb": {"__data__": {"id_": "96587317-98fa-471c-bb80-b2d195d6dafb", 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Transcript.pdf"}, "hash": "25f4553ebf1ada56e5521c83706973a65212b8a7d3585ad57602056771545618", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a5952d04-ddda-4df3-9ffd-ec8ffcec4576", "node_type": "1", "metadata": {}, "hash": "adfdbded59e2a09331fbec2ed12520de32214d5eba8f622cdf2d7319bc1c7ec3", "class_name": "RelatedNodeInfo"}}, "hash": "8a9667d176a47cbe7c3ef892c06d264017bf3a7106ed45d49bd873d9b254b2c0", "text": "collections\nwer e\npar tially\noffset\nb y\nhigher\nsupplier\npa yments\nr elated\nt o\nhar dwar e\ninv ent or y\nbuilds\nas\nwe\nmanage\ncontinued\nuncer tainty\nin\nthe\nsupply\nchain.\nF r ee\ncash\n\ufb02ow\nwas\n$20.0\nbillion,\nup\n17%.\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\nnegativ e\n$174\nmillion,\nlower\nthan\nanticipated\ndriv en\nb y\nnet\nlosses\non\ninv estments,\nincluding\nmark-t o-mark et\nlosses\non\nour\nequity\npor tfolio,\nand\nnet\nlosses\non\nfor eign\ncurr ency\nr emeasur ement.\nE quity\nmark et\ndeclines\ndr o v e\nnet\ninv estment\nlosses\nthis\nquar ter\ncompar ed\nt o\nnet\ninv estment\ngains\nlast\ny ear ,\na\nnegativ e\n2-point\nimpact\non\ny ear-o v er-y ear\nEPS\ngr owth.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o ximately\n17%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$12.4\nbillion\nt o\nshar eholders\nthr ough\nshar e\nr epur chases\nand\ndividends.\nNow ,\nbefor e\nwe\nturn\nt o\nour\noutlook,\na\nf ew\nr eminders.\nFirst,\nFX;\nwith\nthe\nstr onger\nU.S.\ndollar\nand\nbased\non\ncurr ent\nr ates,\nwe\nnow\nexpect\nFX\nt o\ndecr ease\nt otal\ncompany\nr e v enue\ngr owth\nb y\nappr o ximately\n2\npoints\nand\nt o\ndecr ease\nt otal\nCOGS\nand\noper ating\nexpense\ngr", "start_char_idx": 0, "end_char_idx": 1071, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a5952d04-ddda-4df3-9ffd-ec8ffcec4576": {"__data__": {"id_": "a5952d04-ddda-4df3-9ffd-ec8ffcec4576", "embedding": null, "metadata": 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"8a9667d176a47cbe7c3ef892c06d264017bf3a7106ed45d49bd873d9b254b2c0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2acfd128-3ac7-4c05-81bd-0255f6cac096", "node_type": "1", "metadata": {}, "hash": "800b172422439dee31f979e429aeb3e6e3389996c60c49514e9127bf8f72e4f7", "class_name": "RelatedNodeInfo"}}, "hash": "adfdbded59e2a09331fbec2ed12520de32214d5eba8f622cdf2d7319bc1c7ec3", "text": "ease\nt otal\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\nappr o ximately\n1\npoint.\nWithin\nthe\nsegments,\nwe\nanticipate\nr oughly\n3\npoints\nof\nnegativ e\nFX\nimpact\non\nr e v enue\ngr owth\nin\nPr oductivity\nand\nBusiness\nPr ocesses\nand\n2\npoints\nin\nIntelligent\nCloud\nand\nMor e\nP ersonal\nComputing.\nSecond,\nmy\nr emarks\nfor\nthe\nnext\nquar ter\ninclude\na\nfull\nquar ter\nof\nimpact\nfr om\nthe\nNuance\nacquisition.\nThir d,\nwe\nanticipate\nthe\nwar\nin\nUkr aine\nt o\ncontinue\nt o\nimpact\nour\nbusiness\nin\nQ4\nwith\na\nr oughly\n$110\nmillion\nimpact\non\nr e v enue\nand\nminimal\nimpact\non\noper ating\nexpenses.\nNext,\nwe\nha v e\ntak en\nint o\naccount\nthe\ncurr ent\nimpact\nof\nshutdowns\nin\nChina\nin\nour\noutlook.\nHowe v er ,\nextended\npr oduction\nshutdowns\nthat\nr each\nint o\nMa y\nwould\nfur ther\nnegativ ely\nimpact\nour\noutlook\nacr oss\nWindows\nOEM,\nSur face,\nand\nXbo x\nhar dwar e.\nFinally ,\nthe\noutlook\nwe\ngiv e,\nunless\nspeci\ufb01cally\nnoted\nother wise,\nis\non\na\nUSD\nbasis.\nWith\nthat\ncontext\nin\nplace,\nlet\u2019 s\nturn\nt o\nour\nQ4\noutlook.\nIn\nour\nlar gest\nquar ter\nof\nthe\ny ear\nwe\nexpect\nour\ndiff er entiated\nmark et\nposition,\ncust omer\ndemand\nacr oss\nthe\nsolution\npor tfolio,\nand\nconsistent\nex", "start_char_idx": 1029, "end_char_idx": 2156, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2acfd128-3ac7-4c05-81bd-0255f6cac096": {"__data__": {"id_": 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2022 Results - Earnings Call Transcript.pdf"}, "hash": "adfdbded59e2a09331fbec2ed12520de32214d5eba8f622cdf2d7319bc1c7ec3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5b902664-e2b8-4869-aead-a243ddf0e9bb", "node_type": "1", "metadata": {}, "hash": "01c1c85015163f2d30caf74652b65a8d9f6764a35cc3f6d9a58d1d0fa09f8b95", "class_name": "RelatedNodeInfo"}}, "hash": "800b172422439dee31f979e429aeb3e6e3389996c60c49514e9127bf8f72e4f7", "text": "oss\nthe\nsolution\npor tfolio,\nand\nconsistent\nex ecution\nt o\ndriv e\nanother\nstr ong\nquar ter\nof\nr e v enue\ngr owth.\nIn\ncommer cial\nbookings,\na\ngr owing\nQ4\nexpir y\nbase,\nstr ong\nex ecution\nacr oss\nour\ncor e\nannuity\nsales\nmotions,\nand\nincr eased\ncommitment\nt o\nour\nplatform\nshould\ndriv e\nhealthy\ngr owth\nagainst\na\nstr ong\nprior\ny ear\ncompar able.\nAs\na\nr eminder ,\nthe\ngr owing\nmix\nof\nlar ger\nlong-term\nA zur e\ncontr acts,\nwhich\nar e\nmor e\nunpr edictable\nin\ntheir\ntiming,\nalwa ys\ndriv es\nincr eased\nquar terly\nv olatility\nin\nour\nbookings\ngr owth\nr ate.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nshould\nbe\ndown\nr oughly\n1\npoint\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\nQ4\ngr oss\nmar gin\nper centage\nwill\nincr ease\nr oughly\n1\npoint\ndriv en\nb y\ncontinued\nimpr o v ement\nacr oss\nour\ncloud\nser vices\npar tially\noffset\nb y\na\nr e v enue\nmix\nshift\nt o\nA zur e.\nCapital", "start_char_idx": 2110, "end_char_idx": 3007, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5b902664-e2b8-4869-aead-a243ddf0e9bb": {"__data__": {"id_": "5b902664-e2b8-4869-aead-a243ddf0e9bb", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": 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"hash": "e779c63367417d08a1f30009d858b90d39b94f708978d578b3d2ab64c1f45a9b", "class_name": "RelatedNodeInfo"}}, "hash": "01c1c85015163f2d30caf74652b65a8d9f6764a35cc3f6d9a58d1d0fa09f8b95", "text": "expenditur es,\nwe\nexpect\na\nsequential\nincr ease\non\na\ndollar\nbasis\nas\nwe\ncontinue\nt o\ninv est\nt o\nmeet\ngr owing\nglobal\ndemand\nfor\nour\ncloud\nser vices.\nNext\nt o\nsegment\nguidance;\nin\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nbetween\n$16.65\nbillion\nand\n$16.9\nbillion.\nIn\nO\ufb03ce\nCommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365\nwith\nhealthy\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\nARPU\ngr owth\nthru\nE5.\nW e\nexpect\nO\ufb03ce\n365\nr e v enue\ngr owth\nt o\nbe\nsequentially\nlower\nb y\na\npoint\nor\ntwo\non\na\nconstant\ncurr ency\nbasis.\nIn\nour\non-pr emises\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nsimilar\nt o\nlast\nquar ter .\nIn\nO\ufb03ce\nconsumer ,\nwe\nexpect\nr e v enue\nt o\ngr ow\nin\nthe\nhigh\nsingle\ndigits,\ndriv en\nb y\nMicr osoft\n365\nsubscriptions.\nF or\nLink edIn,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nhigh-20s\ndriv en\nb y\nthe\nstr ong\njob\nmark et\nand\nhealthy\nengagement\non\nthe\nplatform.\nAnd\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nsimilar\nt o\nlast\nquar ter .\nF or\nIntelligent\nCloud\nwe\nexpect\nr e v", "start_char_idx": 0, "end_char_idx": 1010, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4b65874e-43ec-4e85-a509-46852022e630": {"__data__": {"id_": "4b65874e-43ec-4e85-a509-46852022e630", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's 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"RelatedNodeInfo"}}, "hash": "e779c63367417d08a1f30009d858b90d39b94f708978d578b3d2ab64c1f45a9b", "text": "ter .\nF or\nIntelligent\nCloud\nwe\nexpect\nr e v enue\nbetween\n$21.1\nbillion\nand\n$21.35\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur e\nwhich\nas\na\nr eminder\ncan\nha v e\nquar terly\nv ariability\nprimarily\nfr om\nour\nper-user\nbusiness\nand\nfr om\nin-period\nr e v enue\nr ecognition\ndepending\non\nthe\nmix\nof\ncontr acts.\nW e\nexpect\nA zur e\nr e v enue\ngr owth\nt o\nbe\nsequentially\nlower\nb y\nr oughly\n2\npoints\non\na\nconstant\ncurr ency\nbasis\nwith\na\nbit\nmor e\nFX\nimpact\non\nU.S.\ndollar\ngr owth\nthan\nat\nthe\nsegment\nle v el.\nA zur e\nr e v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nstr ong\ngr owth\nin\nour\nconsumption\nbusiness.\nAnd\nour\nper-user\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nthough\nwe\nexpect\nmoder ation\nin\ngr owth\nr ates\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nIn\nour\non-pr emises\nser v er\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nlow-t o-mid\nsingle\ndigits\nas\ndemand\nfor\nour\nhybrid\noff erings\nwill\nbe\nmor e\nthan\noffset\nb y\nthe\nstr ong\nprior\ny ear\ncompar able,\nwhich\nincluded\n4\npoints\nof\nbene\ufb01t\nfr om\ncontr acts\nwith\nhigher\nin\nperiod\nr e", "start_char_idx": 966, "end_char_idx": 2036, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d4a66525-5f46-487f-9423-8d1863f145e8": {"__data__": {"id_": "d4a66525-5f46-487f-9423-8d1863f145e8", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya 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"hash": "aa96983933ea42a38c3f8cf899d7d1b318dd8bacb1bd464113e45420ae2dffbf", "text": "om\ncontr acts\nwith\nhigher\nin\nperiod\nr e v enue\nr ecognition,\nas\nwell\nas\ncontinued\ntr ansactional\nweakness\nfr om\nthe\nlicensing\npr ogr am\ntr ansition\nnoted\nearlier .\nAnd\nin\nEnterprise\nSer vices,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nin\nthe\nhigh\nsingle\ndigits.\nIn\nmor e\nP ersonal\nComputing,\nwe\nexpect\nr e v enue\nbetween\n$14.65\nbillion\nand\n$14.95\nbillion.\nAs\nmentioned\nearlier ,\nour\nguidance\nr e\ufb02ects\nthe\ncurr ent\nconstr aints\nfr om\nthe\nshutdowns\nin\nChina,\nwhich\nha v e\nnegativ ely\nimpacted\nQ4\nsupply\nfor\nOEM,\nSur face\nand\nXbo x\nconsoles.\nIn\nWindows\nOEM\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nlow-t o-mid-single\ndigits\ndriv en\nb y\nthe\ncontinued\nshift\nt o\na\ncommer cial-led\nPC\nmark et\nwher e\nr e v enue\nper\nlicense\nis\nhigher .", "start_char_idx": 1997, "end_char_idx": 2713, "text_template": 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"390dd06a4977d830dbe8b2664ec32de4decd6f24ac801907ac7fbd84914f419c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d4a66525-5f46-487f-9423-8d1863f145e8", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "aa96983933ea42a38c3f8cf899d7d1b318dd8bacb1bd464113e45420ae2dffbf", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6b0ae613-32f3-4f6b-8b72-c632b71b78d2", "node_type": "1", "metadata": {}, "hash": "4ab932ac00e1e8289a35ea65940196987ce0df00b67bbd29305cda4add39f489", "class_name": "RelatedNodeInfo"}}, "hash": "302c8848d41af6953289cb03b75798846ccadff97a50f56b1b21ce5961828f8d", "text": "In\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices,\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nshould\ndriv e\ngr owth\nin\nthe\nlow-double\ndigits.\nIn\nSur face,\nr e v enue\nshould\ngr ow\nin\nlow-double\ndigits.\nIn\nSear ch\nand\nnews\nadv er tising\nex-T A C,\nwe\nexpect\nr e v enue\ngr owth\nof\nappr o ximately\n20%.\nAnd\nin\nGaming,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nmid-t o-high\nsingle\ndigits\ndriv en\nb y\nlower\nengagement\nhour \u2019 s\ny ear-o v er-y ear\nas\nwell\nas\nconstr ained\nconsole\nsupply .\nW e\nexpect\nXbo x\ncontent\nand\nser vices\nr e v enue\nt o\ndecline\nmid-single\ndigits\nthough\nengagement\nhours\nar e\nexpected\nt o\nr emain\nhigher\nthan\npr e-pandemic\nle v els.\nNow\nback\nt o\ncompany\nguidance.\nW e\nexpect\nCOGS\nof\n$16.6\nbillion\nt o\n$16.8\nbillion\nand\noper ating\nexpense\nof\n$14.8\nbillion\nt o\n$14.9\nbillion\nr esulting\nin\nanother\nquar ter\nof\noper ating\nmar gin\nexpansion\nex cluding\nthe\nchange\nin\nuseful\nlif e.\nW e\nexpect\nother\nincome\nand\nexpense\nt o\nbe\nnegativ e\n$50\nmillion\nr e\ufb02ecting\nFX\nr emeasur ement\nimpact\nbased\non\nmark et\nconditions\nin\nApril.\nSimilar\nt o\nthe\nr", "start_char_idx": 0, "end_char_idx": 1076, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6b0ae613-32f3-4f6b-8b72-c632b71b78d2": {"__data__": {"id_": "6b0ae613-32f3-4f6b-8b72-c632b71b78d2", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d456765f-c39e-4eb1-bcb6-438b8cee4b33", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "390dd06a4977d830dbe8b2664ec32de4decd6f24ac801907ac7fbd84914f419c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9fe9fabc-af6e-44e0-9a3b-85cc85bffcba", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "302c8848d41af6953289cb03b75798846ccadff97a50f56b1b21ce5961828f8d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f3a676e0-1188-4176-8b61-b5790b948796", "node_type": "1", "metadata": {}, "hash": "aa54048e8ae656af41bca9388ad7fd02559eb9d2fdf17ef119694f7cf6c7e36a", "class_name": "RelatedNodeInfo"}}, "hash": "4ab932ac00e1e8289a35ea65940196987ce0df00b67bbd29305cda4add39f489", "text": "et\nconditions\nin\nApril.\nSimilar\nt o\nthe\nr est\nof\nour\nguidance,\nfur ther\nequity\nand\nFX\nmo v ements\nthr ough\nQ4\nar e\nnot\nr e\ufb02ected\nin\nthis\nnumber .\nAs\na\nr eminder ,\nwe\nar e\nr equir ed\nt o\nr ecogniz e\nmark-t o-mark et\ngains\nor\nlosses\non\nour\nequity\npor tfolio,\nwhich\ncan\nincr ease\nquar terly\nv olatility .\nAnd\nwe\nexpect\nour\nQ4\neff ectiv e\ntax\nr ate\nt o\nbe\nappr o ximately\n18%.\nW e\nexpect\nt o\nclose\nFY22,\ne v en\nin\na\nmor e\ncomplex\nmacr o\nenvir onment,\nwith\nthe\nsame\nconsistency\nwe\nha v e\ndeliv er ed\nthr oughout\nthe\ny ear .\nWith\nstr ong\nr e v enue\ngr owth,\nshar e\ngains,\nand\nimpr o v ed\noper ating\nmar gins\nas\nwe\ninv est\nin\nthe\nar eas\nthat\nar e\nk e y\nt o\nsustaining\nthat\ngr owth.\nAs\nwe\nlook\nt owar d\nFY23,\nour\ntr ack\nr ecor d\nof\ndeliv ering\nhigh\nv alue\nt o\nour\ncust omers\nacr oss\nmany\ndiv erse\nand\ndur able\ngr owth\nmark ets\ngiv es\nus\ncon\ufb01dence\nthat\nwe\nwill\ndriv e\ncontinued\nhealthy\ndouble-digit\nr e v enue\nand\noper ating\nincome\ngr owth.\nNow ,\nBr ett\nlets\ngo\nt o\nQ&A.\nBr ett\nIv ersen\nThanks\nAmy .\nW e\nwill\nnow\nmo v e\no v", "start_char_idx": 1035, "end_char_idx": 2049, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f3a676e0-1188-4176-8b61-b5790b948796": {"__data__": {"id_": "f3a676e0-1188-4176-8b61-b5790b948796", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "d456765f-c39e-4eb1-bcb6-438b8cee4b33", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "390dd06a4977d830dbe8b2664ec32de4decd6f24ac801907ac7fbd84914f419c", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6b0ae613-32f3-4f6b-8b72-c632b71b78d2", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4ab932ac00e1e8289a35ea65940196987ce0df00b67bbd29305cda4add39f489", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f94d34fb-2840-4898-a86e-b1ebba1b5982", "node_type": "1", "metadata": {}, "hash": "318c47f04e3e95ad5f32401f721524aa6fba728509b64540eb4c4650f8ca6927", "class_name": "RelatedNodeInfo"}}, "hash": "aa54048e8ae656af41bca9388ad7fd02559eb9d2fdf17ef119694f7cf6c7e36a", "text": "ersen\nThanks\nAmy .\nW e\nwill\nnow\nmo v e\no v er\nt o\nQ&A.\nOut\nof\nr espect\nfor\nothers\non\nthe\ncall\nwe\nr equest\nthe\npar tisans\nplease\nonly\nask\none\nquestion.\nJesse,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions.\nQuestion-and-A nswer\nSession\nOper at or\nAbsolutely .\n[Oper at or\nInstructions]\nOur\n\ufb01rst\nquestion\nis\ncoming\nfr om\nK eith\nW eiss\nwith\nMor gan\nStanle y .\nPlease\npr oceed\nwith\ny our\nquestion.", "start_char_idx": 2007, "end_char_idx": 2396, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f94d34fb-2840-4898-a86e-b1ebba1b5982": {"__data__": {"id_": "f94d34fb-2840-4898-a86e-b1ebba1b5982", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "82c1c509-2e39-4757-ab94-33b002aee7d7", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "cf526b13441ca36f52a8454d896800dcf8e9b2b04d23785723252f428c8f4dd3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f3a676e0-1188-4176-8b61-b5790b948796", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "aa54048e8ae656af41bca9388ad7fd02559eb9d2fdf17ef119694f7cf6c7e36a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b1c246d9-16b1-4f7c-9d42-dc46f630a469", "node_type": "1", "metadata": {}, "hash": "778f54b187fc708bf8c8639eabf4a8e1be18bd4f69fb8fc7644cfbd1874ca28f", "class_name": "RelatedNodeInfo"}}, "hash": "318c47f04e3e95ad5f32401f721524aa6fba728509b64540eb4c4650f8ca6927", "text": "K eith\nW eiss\nEx cellent.\nThank\ny ou\nguys\nso\nmuch\nfor\ntaking\nthe\nquestion,\nand\nr eally\nimpr essiv e\nr esults.\nAnd\nwhat\nwe\nsee\nis\na\npr etty\ndi\ufb03cult\nclimate\nout\nther e.\nDe\ufb01nitely\nfr om\nthe\nst ock\nmark et\nperspectiv e,\nbut\nif\nwe\nthink\nabout\ninter est\nr ates,\nwe\nthink\nabout\nin\ufb02ation,\nther e \u2019 s\na,\na\ncon\ufb02ict\ngoing\non\nin\nE ur ope\nright\nnow .\nIt\ndoes\nseem\nt o\nbe\na\nt ough\nback dr op.\nY ou\nguys\nar e\noper ating\nsuper\nwell.\nI\nmean,\nthe\nacceler ation\nin\nA zur e\nat\nthat\nscale\nis\ntruly\nawesome.\nAnd\nso\nif\nI\u2019 m\nnot\nmistak en\nO\ufb03ce\n365\ncommer cial\nacceler ated\nas\nwell\nin\nthe\nquar ter ,\nso\nr eally\nimpr essiv e\nr esults.\nBut\nI\nthink\nthe\nquestion\nthat\nmost\ninv est ors\nar e\ngoing\nt o\nha v e\nis\nwher e\ndo\ny ou\ngarner\nthe\ncon\ufb01dence\nand\nthe\ndur ability\nof\nthis\ngr owth\ngiv en\nhow\nv olatile\nthis\nmacr o\nback dr op\nis?\nIs\nit\nconv ersations\ny ou\nar e\nha ving\nwith\ncust omers?\nIs\nit\nwhat\ny ou\nsee\nin\nthe\nbacklog?\nMa ybe\nif\ny ou\ncould\ngiv e\nus\nsome\nkind\nof\ninsight\nint o\nwhat\ngiv es\ny", "start_char_idx": 0, "end_char_idx": 963, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b1c246d9-16b1-4f7c-9d42-dc46f630a469": {"__data__": {"id_": "b1c246d9-16b1-4f7c-9d42-dc46f630a469", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "82c1c509-2e39-4757-ab94-33b002aee7d7", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "cf526b13441ca36f52a8454d896800dcf8e9b2b04d23785723252f428c8f4dd3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f94d34fb-2840-4898-a86e-b1ebba1b5982", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "318c47f04e3e95ad5f32401f721524aa6fba728509b64540eb4c4650f8ca6927", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d070deea-d232-4a34-aa9b-37bd4978393d", "node_type": "1", "metadata": {}, "hash": "a709c49ff04f001bbafee4a629fe3e701b1c0c8eb8ca8dd7eb89da652d58d8ff", "class_name": "RelatedNodeInfo"}}, "hash": "778f54b187fc708bf8c8639eabf4a8e1be18bd4f69fb8fc7644cfbd1874ca28f", "text": "o\nwhat\ngiv es\ny ou\nguys\nthe\ncon\ufb01dence\nt o\nput\nout\nthat\nguide,\nt o\nput\nout\nthose\nhealthy\ncomments\nfor\nFY23,\nwhat\nar e\ny ou\nseeing\nthat\ncould\nma ybe\nhelp\nus\ngiv e\nus\nand\ngiv e\ninv est ors\na\nlittle\nbit\nmor e\ncon\ufb01dence\nin\nthe\ndur ability\nof\nthis\ngr owth\nin\nthis\nenvir onment?\nSaty a\nNadella\nY es,\nma ybe\nI\u2019 ll\nstar t.\nMa ybe\nat\nthr ee\nle v els\nK eith,\none\nis\njust\nthe\ncompetitiv eness\nof\nour\ntech\nstack\nall\nup\nsor t\nof\nfr om\ninfr astructur e\nall\nthe\nwa y\nt o\nthe\nSaaS\napplications\nwhen\nit\ncomes\nt o\nthe\ncommer cial\ncloud\nand\nas\nwell\nas\nhow\nwe\nar e\nable\nt o\nmonetiz e\nfor\nexample,\nthe\ninstall\nbase\nof\nour\nconsumer\nfr anchises\nas\nwell.\nSo\nboth\nof\nthese\nplaces\nwe\nf eel\nwe\nar e\ncompetitiv e\nand\nincr easingly\nso\ncoming\nout\nof\nthe\npandemic\nt o\ngain\nshar e.\nI\u2019 d\nalso\nsa y\nthat\nin\nmany\nof\nthese\nplaces,\nwe\nha v e\nprice\nleadership.\nI\nmean,\ntak e\nthe\none\npoint\nI\nmade\nwhich\nis,\nif\nther e\nis\nany\nmacr o-headwind\nwher e\ny ou\nha v e\nmor e\nv alue\nfor\nless\nprice\nmeans\ny ou\nwin.\nAnd\nin\nour\ncase,\nwhen\nit\ncomes\nt", "start_char_idx": 948, "end_char_idx": 1943, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d070deea-d232-4a34-aa9b-37bd4978393d": {"__data__": {"id_": "d070deea-d232-4a34-aa9b-37bd4978393d", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "82c1c509-2e39-4757-ab94-33b002aee7d7", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "cf526b13441ca36f52a8454d896800dcf8e9b2b04d23785723252f428c8f4dd3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b1c246d9-16b1-4f7c-9d42-dc46f630a469", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "778f54b187fc708bf8c8639eabf4a8e1be18bd4f69fb8fc7644cfbd1874ca28f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "09e4d4f4-dfa3-4cf2-a991-cd02537ddecb", "node_type": "1", "metadata": {}, "hash": "160e33571878788da1750d264083d1d1711c2cb4a45fa5eeb0f0d85c5c376836", "class_name": "RelatedNodeInfo"}}, "hash": "a709c49ff04f001bbafee4a629fe3e701b1c0c8eb8ca8dd7eb89da652d58d8ff", "text": "ou\nwin.\nAnd\nin\nour\ncase,\nwhen\nit\ncomes\nt o\nour\ncommer cial\ncloud\noff erings\nwe\nha v e\nsigni\ufb01cant\nadv antages\non\nthat\nacr oss\nthe\nstack.\nThe\nsecond\nthing\nis\nin\nthe\nconv ersations\nwe\nar e\nha ving\nwith\nour\ncust omers.\nThe\ninter esting\nthing\nI\n\ufb01nd\nfr om\nperhaps\ne v en\npast\nchallenges\nwhether\nmacr o\nor\nmicr o\nis\nno,\nI\ndon \u2019t\nhear\nof\nbusinesses\nlooking\nt o\ntheir\nI T\nbudgets\nor\ndigital\ntr ansformation\npr ojects\nis\nthe\nplace\nfor\ncuts,\nif\nanything,\nsome\nof\nthese\npr ojects\nar e\nthe\nwa y\nthe y \u2019r e\ngoing\nt o\nacceler ate\ntheir\ntr ansformation\nor\nfor\nthat\nmatter\naut omation\nfor\nexample.\nI\nha v e\nnot\nseen\nthis\nle v el\nof\ndemand\nfor\naut omation\ntechnology\nt o\nimpr o v e\npr oductivity\nbecause\nin\nan\nin\ufb02ationar y\nenvir onment,\nthe\nonly\nde\ufb02ationar y\nfor ce\nis\nsoftwar e.\nSo\nthat\u2019 s\nthe\nsecond\nmicr o\nthing\nthe\nt one\nthing\nthat\u2019 s\ndiff er ent.", "start_char_idx": 1903, "end_char_idx": 2736, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "09e4d4f4-dfa3-4cf2-a991-cd02537ddecb": {"__data__": {"id_": "09e4d4f4-dfa3-4cf2-a991-cd02537ddecb", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "862cc31c-9b7c-42eb-9adc-cca9471afba7", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "410f7f9d4b52277e09bdfd55c3dc696bdd3a98e9d9aa78ac31dcacf72e60d5bb", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d070deea-d232-4a34-aa9b-37bd4978393d", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a709c49ff04f001bbafee4a629fe3e701b1c0c8eb8ca8dd7eb89da652d58d8ff", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3283bd82-d9e5-48c5-a9c6-02af9472d028", "node_type": "1", "metadata": {}, "hash": "d27641e9dc01e53d533d447a305809e825a3fcbd82004b70c52a353c508385b9", "class_name": "RelatedNodeInfo"}}, "hash": "160e33571878788da1750d264083d1d1711c2cb4a45fa5eeb0f0d85c5c376836", "text": "A t\nthe\nend\nof\nthe\nda y\nthough,\nI\nmean,\nnone\nof\nus\nher e\nar e\ntr ying\nt o\nfor ecast\nmacr o.\nSo\nall\nwe\nthink\nof\nis\nthe\nT AMs\nthat\nwe\nar e\ncompeting\nin\na\nlar ge,\nas\na\nper centage\nof\nGDP\ntech\nspend\nis\non\na\nsecular\nbasis\nb y\nthe\nend\nof\nthe\ndecade\ngoing\nt o\ndouble.\nW e\njust\nwant\nt o\nk eep\ndriving\nusage,\ndriving\nshar e\nand\nbe\ncompetitiv e,\nso\nthat\u2019 s\nkind\nof\nhow\nwe\nview\nwhat\nwe\nar e\ndoing.\nAnd\nthat\u2019 s\nwher e\nour\ncon\ufb01dence\ncomes\nfr om\nin\nterms\nof\nour\noutla ys,\nwhether\nit\u2019 s\nOpEx\nor\nCapEx.\nSo\nI\ndon \u2019t\nknow\nif\nAmy ,\nif\ny ou\nwant\nt o\nadd\nt o\nthat.\nA my\nHood\nI\nthink\nthe\nonly\nthing\nSaty a,\nI\nmight\nadd\nis,\nI\nthink\nwe \u2019v e\nalwa ys\nand\nI\nthink\nwe \u2019v e\nused\nthis\nlanguage\nquite\nfr equently\nfocused\non\nthe\nlong\u2013term\noppor tunity .\nY ou\ntalk ed\nabout\nit\nas\nthe\nT AM\nthat\nwe \u2019r e\nfocused\non.\nI\nwould\nsa y\nalso,\nther e \u2019 s\nstill\na\nlot\nof\nthat\nT AM\nleft\nt o\ngo\n\u2013\nleft\nt o\ngo\nafter\nand\nit\nis\nquite\nearly ,\nstill.\nAnd\nthe\ntr ansitions\ny ou\u2019r e\ntalking\nabout\nfr om\na\ndigital\ntr", "start_char_idx": 0, "end_char_idx": 961, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3283bd82-d9e5-48c5-a9c6-02af9472d028": {"__data__": {"id_": "3283bd82-d9e5-48c5-a9c6-02af9472d028", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "862cc31c-9b7c-42eb-9adc-cca9471afba7", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "410f7f9d4b52277e09bdfd55c3dc696bdd3a98e9d9aa78ac31dcacf72e60d5bb", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "09e4d4f4-dfa3-4cf2-a991-cd02537ddecb", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "160e33571878788da1750d264083d1d1711c2cb4a45fa5eeb0f0d85c5c376836", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "85c75603-06af-4245-b939-f12da913fd25", "node_type": "1", "metadata": {}, "hash": "29d2e2820dfdf362669aad8ef2309e84c1e0571450d8aca061e76cae0707428c", "class_name": "RelatedNodeInfo"}}, "hash": "d27641e9dc01e53d533d447a305809e825a3fcbd82004b70c52a353c508385b9", "text": "ou\u2019r e\ntalking\nabout\nfr om\na\ndigital\ntr ansformation\nperspectiv e,\nfr om\nan\naut omation\nperspectiv e,\nfr om\na\ntype\nof\nv alue\nand\nr eal\npr oductivity\nenhancements\nthat\ncan\nbe\nmade.\nAnd\nso\nI\nthink\nthe\ncontinuity\nof\nthe\nex ecution\nhas\ncer tainly\nbeen\nv er y\ngood\nfr om\nthe\nsales\nand\npar tner\nside.\nBut\nI\nwould\nalso\nsa y\nt o\ny our\npoint,\nwe \u2019r e\ninv esting\nfor\na\nlong-term\noppor tunity\nand\nour\ncon\ufb01dence\nthat\nthat\nlong-term\noutcome\nis\nright\nis\nwher e\nthe\n\u2013\nis\nI\nthink\nthe\nbasis\nfor\nwher e\ny ou\nand\nI\nar e\ntalking,\ngiving\nthis\nanswer\nfr om.\nK eith\nW eiss\nOutstanding.\nGr eat\nquar ter .\nBr ett\nIv ersen\nThanks,\nK eith,\nJesse,\nnext\nquestion\nplease.\nOper at or\nAbsolutely .\nOur\nnext\nquestion\nis\ncoming\nfr om\nBr ent\nThill\nwith\nJeff eries.\nPlease\npr oceed\nwith\ny our\nquestions.\nBr ent\nThill\nThanks.\nAmy\non\ny our\nguidance,\nar e\ny ou\nchanging\nany\nof\ny our\nclose\nr ate\nconsider ations\nor\nadding\nmor e\nsupply\nchain\nconstr aints\nint o\nthat\nor\nis\nthis\nthe\nsame\nguidance\nmethodology\nthat\ny ou\ny ou\u2019v e\nbeen\ngiving\nus\nin\nthe\npast?\nA my\nHood", "start_char_idx": 922, "end_char_idx": 1944, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "85c75603-06af-4245-b939-f12da913fd25": {"__data__": {"id_": "85c75603-06af-4245-b939-f12da913fd25", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "db930573-a726-4707-a96d-a25a2885deeb", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3d7e538447ea18b6f84fb5032b49969358f899fec0ac4ab0ac66801bdbdb625e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3283bd82-d9e5-48c5-a9c6-02af9472d028", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "d27641e9dc01e53d533d447a305809e825a3fcbd82004b70c52a353c508385b9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9f3a6ac4-5389-4b66-9c39-c2d34301eda8", "node_type": "1", "metadata": {}, "hash": "8a63545638bc513a5b0b9cafc66ade290c37f0d40c49ae65ddea86db915a5e1c", "class_name": "RelatedNodeInfo"}}, "hash": "29d2e2820dfdf362669aad8ef2309e84c1e0571450d8aca061e76cae0707428c", "text": "I\nassume\nwe \u2019r e\nspeci\ufb01cally\ntalking\nabout\nmost\nof\nthe\nguidance\nin\nthe\nmor e\npersonal\ncomputing\nsegment\nwher e\nthe\nsupply\nchain\nconstr aints,\nwhich\nar e\nspeci\ufb01cally\nr elated\nt o\nthe\npr oduction\nshutdowns\nin\nChina.\nI\ngener ally\nfollow\nthe\nsame\nprinciple\nI\ntr y\nt o\nfollow ,\nwhich\nis\nI\ngiv e\ny ou\nmy\nbest\nknowledge\nas\nof\nt oda y .\nI\ndid\nnote\nand\ntried\nt o\ndo\nthat\nwith\na\nlot\nof\nclarity\nthat\nwer e\nthe\npr oduction\nshutdowns\nt o\nextend\nint o\nMa y ,\nther e\nwould\nbe\nfur ther\nnegativ e\nimpact\non\nthose\nfr om\na\nsupply\nconstr aint\nposition.\nAs\ny ou\nknow ,\non\nthe\nOEM\nbusiness,\nthat\nr e v enue\nis\nr ecogniz ed\nat\nthe\npoint\nof\npr oduction\nand\nthen\nfor\nXbo x\nconsoles\nas\nwell\nas\nSur face\nit\u2019 s\na\nsell-in.\nSo\npr oduction\ndela ys\ne v en\nearlier\nin\nMa y\ncan\nob viously\nha v e\nbig\nimpact\non\nthe\nquar ter .\nSo\nwe \u2019r e\nwatching\nit\nand\nI\u2019v e\ntried\nt o\nmak e\nthat\ntr anspar ent\nin\nthe\nguidance,\noutside\nof\nthat\nmy\nguidance\nis\nr easonably\nconsistent\nwith\nhow\nI\n\u2013\nwith\nhow\nI\nlik e\nt o\ndo\nit.\nBr ent\nThill\nGr eat.\nThanks.\nBr ett\nIv ersen\nThanks,\nBr", "start_char_idx": 0, "end_char_idx": 1026, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9f3a6ac4-5389-4b66-9c39-c2d34301eda8": {"__data__": {"id_": "9f3a6ac4-5389-4b66-9c39-c2d34301eda8", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "db930573-a726-4707-a96d-a25a2885deeb", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3d7e538447ea18b6f84fb5032b49969358f899fec0ac4ab0ac66801bdbdb625e", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "85c75603-06af-4245-b939-f12da913fd25", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "29d2e2820dfdf362669aad8ef2309e84c1e0571450d8aca061e76cae0707428c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4e284c7f-ee05-4cc0-8e7b-6f0d063db486", "node_type": "1", "metadata": {}, "hash": "afb8d92593f2ecce5afa26313c14d57fab8224337e51a63160abb6d493e38dde", "class_name": "RelatedNodeInfo"}}, "hash": "8a63545638bc513a5b0b9cafc66ade290c37f0d40c49ae65ddea86db915a5e1c", "text": "eat.\nThanks.\nBr ett\nIv ersen\nThanks,\nBr ent.\nJesse,\nnext\nquestion\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nMark\nMoer dler\nwith\nBernstein\nResear ch.\nPlease\npr oceed\nwith\ny our\nquestions.\nMark\nMoer dler\nThank\ny ou\nv er y\nmuch.\nCongr atulations\non\nthe\nquar ter\nand\non\nthe\nstr ong\nguidance,\nI\nthink\nit\u2019 s\ngoing\nt o\nnot\njust\nhelp\nthe\nst ock,\nbut\nhopefully\nhelp\na\nlittle\nbit\nmor e\nacr oss\nint o\nthe\nindustr y .\nI\u2019 d\nlik e\nt o\nlook\nat\nO\ufb03ce\nwhich\nhad\nstr ength\npr obably\nmor e\nthan\npeople\nexpected.\nWher e\nar e\nwe\nin\nthe\nup-sell\noppor tunity\nfr om\nE3\nt o\nE5?\nAnd\ncan\ny ou\ngiv e\nus\nany\nsense\nof\nthe\nsizing\nof\nhow\nmuch\nof\nthe\ngr owth\nnot\njust\nnow ,\nbut\ngoing\nfor war d\ndo\ny ou\nthink\nis\ngoing\nt o\ncome\nfr om\nfr ontline\nusers?\nThank\ny ou.\nA my\nHood\nMa ybe\nI\u2019 ll\nstar t\nanswering\nthat\nquestion\nand\nSaty a\nif\ny ou\nwant\nt o\nadd,\nadd\nanything.\nV er y\nspeci\ufb01cally\nMark,\nI\nwould\nsa y ,\nthis\nquar ter\nwas\nquite\nsimilar\nin\nnatur e\nt o\nwhat\ny ou\nsaw\nin\nthe\npast\nf ew .\nSeat\ngr owth\nwhile\nacr oss\nall\nsegments\nwas\nespecially\ngood\nin\nfr ontline\nwork", "start_char_idx": 987, "end_char_idx": 2021, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4e284c7f-ee05-4cc0-8e7b-6f0d063db486": {"__data__": {"id_": "4e284c7f-ee05-4cc0-8e7b-6f0d063db486", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 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"e001d9bc-566c-48ec-9571-1f2de31edc62", "node_type": "1", "metadata": {}, "hash": "11ba68ce53da73003a78ceab78641b3b89e4503c4dd5defab8f0661aaecf8448", "class_name": "RelatedNodeInfo"}}, "hash": "afb8d92593f2ecce5afa26313c14d57fab8224337e51a63160abb6d493e38dde", "text": "oss\nall\nsegments\nwas\nespecially\ngood\nin\nfr ontline\nwork er\nand\nSMB.\nThat\ndid\nmask\na\nlittle\nbit\nas\nit\noften\ndoes\nthe\nARPU\nimpr o v ement,\ngiv en\nthose\ntend\nt o\nbe\nlower\npriced\nSKUs,\nthe\nARPU\nimpr o v ement\nthat\nwe \u2019r e\nseeing\nfr om\nthe", "start_char_idx": 1966, "end_char_idx": 2200, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e001d9bc-566c-48ec-9571-1f2de31edc62": {"__data__": {"id_": "e001d9bc-566c-48ec-9571-1f2de31edc62", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6a68d78d-b84c-4a26-8e5f-5b73a8cdcbc2", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e29854a172e478d618ebc84cb9b5a08bdb78151211af9399771eb1b245443ee4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4e284c7f-ee05-4cc0-8e7b-6f0d063db486", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "afb8d92593f2ecce5afa26313c14d57fab8224337e51a63160abb6d493e38dde", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ab470674-9d64-437d-b0fe-e742b0c61b42", "node_type": "1", "metadata": {}, "hash": "dc74b408e1ea2f813e554e6f195fa5194ab0018ce24446924e1c016432cbc116", "class_name": "RelatedNodeInfo"}}, "hash": "11ba68ce53da73003a78ceab78641b3b89e4503c4dd5defab8f0661aaecf8448", "text": "tr ansitions\nint o\nE5.\nThe\ntr ansition\nfr om\nE3\nt o\nE5\nstill\nhas\noppor tunity .\nI\nwould\nsa y ,\nwe \u2019r e\nin\nthe\nearlier\ntr ansitions\nof\nthat\nshow\nin\nterms\nas,\nI\nthink,\nabout\ngoing\nfor war d\nther e\nis\ncer tainly\nstill\nr oom\nfor\nboth\nseat\ngr owth\nspeci\ufb01cally\nand\nfr ontline\nwork er ,\nas\ny ou\nnoted\nas\nwell\nas\nSMB.\nAnd\nthen\nARPU\nexpansion\nthr ough\nthe\nE5\ntr ansition.\nThe\nthing\nI\nwould\nadd\nthat\nSaty a\nmentioned\nin\nhis\ncomments\nand\nagain\nin\nhis\n\ufb01rst\nanswer\nis\nr eally\nthe\nv alue\nthat\nis\na v ailable\nt o\ncust omers\nin\nE5,\nwhether\nthat\nis\nsecurity ,\nwhether\nit\u2019 s\ncompliance,\nwhether\nit\u2019 s\nphone,\nwhether\nit\u2019 s\nanalytics,\nthe\nv alue\nof\nthat\nsuite,\nand\nif\ny ou\nthink\ne v en\nmor e\nbr oadly ,\nthe\nv alue\nof\nMicr osoft\n365,\nwhich\nadds\nin\nmor e\ncomponents\nar ound\nWindows.\nI\nthink\nwe\nar e\noff ering\nhigh\nv alue\nand\nthat\ntends\nt o\ngiv e\nus\nsome\noptimism\nthat\nwe\ncan\ncontinue\nt o\nex ecute\nwell\nin\nthat\nsegment.\nI\ndon \u2019t\nknow\nSaty a\nif\nther e\nis\nanything\ny ou\nwould\nadd\nt o\nthat.\nSaty a\nNadella\nNo,\ny ou\ncounted\nwell,\nAmy .\nI\nmean,\nI\nthink,\nthe\nfundamentals\nar", "start_char_idx": 0, "end_char_idx": 1045, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ab470674-9d64-437d-b0fe-e742b0c61b42": {"__data__": {"id_": "ab470674-9d64-437d-b0fe-e742b0c61b42", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6a68d78d-b84c-4a26-8e5f-5b73a8cdcbc2", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e29854a172e478d618ebc84cb9b5a08bdb78151211af9399771eb1b245443ee4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e001d9bc-566c-48ec-9571-1f2de31edc62", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "11ba68ce53da73003a78ceab78641b3b89e4503c4dd5defab8f0661aaecf8448", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ddce88e4-c3f5-4978-a77c-6d9fb5b0f724", "node_type": "1", "metadata": {}, "hash": "f3e4ae64fa7a92abd85ee8e5c8578b9633d2d95ee9e39521a0a28ed2ea296a42", "class_name": "RelatedNodeInfo"}}, "hash": "dc74b408e1ea2f813e554e6f195fa5194ab0018ce24446924e1c016432cbc116", "text": ".\nI\nmean,\nI\nthink,\nthe\nfundamentals\nar e\npr etty\nstr ong\nher e\nstill,\nwhether\nit\u2019 s\nE5\ngr owth,\nSMB\ngr owth,\nfr ontline\nwork er ,\nI\u2019 d\nalso\nadd\nemer ging\nmark ets.\nI\nmean,\nthis\nis\nthe\n\ufb01rst\ntime\nI\nf eel\nthat\nwe\nha v e\npr oducts\nthat\n\ufb01t\njust\nemer ging\nmark ets\nlik e\nT eams\nEssentials,\nwher e\nwe\ncan\ne v en\nr eally\npenetr ate\nmark ets\nthat\nwe \u2019v e\nne v er\nsold\nanything\nin\nthe\npast.\nAnd\nthen\nthe\nnew\ngr owth\nengines\nthat\ny ou\ntalk ed\nabout,\nT eams\nPhones,\nT eams\nRooms,\nViv a\nand\ne v en\nWindows\n365\nar e\nall\nthings\nthat\nwe\ncan\nagain,\ndriv e\ngr owth\nfr om.\nAnd\nthe\npoint\nabout\nsor t\nof\nour\nv alue\nis\npr obably\na\nv er y ,\nv er y\nstr ong\nin\na\ntime\nlik e\nthis\nin\npar ticular .\nAnd\nwe\nsee\nit\nlik e\nthe\none\nthing\nalso\nI\u2019 d\nsa y\nis\nthe\nusage\ndata\nthat\nwe\nar e\nseeing\nis\npeak\ne v er ywher e.\nAnd\nso\nthat\u2019 s\nthe\nother\nthing,\nis\nwe\nde\ufb01nitely\nwill\noptimiz e\nfor\ndriving\nusage\nand\ndeplo yment\nand\nthat\u2019 s\ngoing\nt o\nbe\nour\npriority .\nMark\nMoer dler\nThank\ny ou\nv er y\nmuch.\nI\nr eally\nappr eciate\nit.\nCongr ats.\nBr", "start_char_idx": 1007, "end_char_idx": 2004, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ddce88e4-c3f5-4978-a77c-6d9fb5b0f724": {"__data__": {"id_": "ddce88e4-c3f5-4978-a77c-6d9fb5b0f724", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6a68d78d-b84c-4a26-8e5f-5b73a8cdcbc2", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e29854a172e478d618ebc84cb9b5a08bdb78151211af9399771eb1b245443ee4", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ab470674-9d64-437d-b0fe-e742b0c61b42", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "dc74b408e1ea2f813e554e6f195fa5194ab0018ce24446924e1c016432cbc116", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "89c36c51-c9dd-4f68-8e7e-0cc9cf544ffa", "node_type": "1", "metadata": {}, "hash": "f2d0520148103a09bd7f82c1a50d0e59b1b88531f2edbe8e07c9a9d181fa2984", "class_name": "RelatedNodeInfo"}}, "hash": "f3e4ae64fa7a92abd85ee8e5c8578b9633d2d95ee9e39521a0a28ed2ea296a42", "text": "eally\nappr eciate\nit.\nCongr ats.\nBr ett\nIv ersen\nThanks\nMark.\nJesse,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nKarl\nK eirstead\nwith\nUBS.\nPlease\npr oceed\nwith\ny our\nquestion.", "start_char_idx": 1969, "end_char_idx": 2164, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "89c36c51-c9dd-4f68-8e7e-0cc9cf544ffa": {"__data__": {"id_": "89c36c51-c9dd-4f68-8e7e-0cc9cf544ffa", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "9738b9c3-f917-4fc1-9d69-4206537a9c9e", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ee30776bf72f322adc4aeb183565dcd7772705e337d962605e5bc373e4868dbe", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ddce88e4-c3f5-4978-a77c-6d9fb5b0f724", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f3e4ae64fa7a92abd85ee8e5c8578b9633d2d95ee9e39521a0a28ed2ea296a42", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "564ee641-9ae1-44ca-b935-b06976644cbd", "node_type": "1", "metadata": {}, "hash": "8d0422e8cc3f287571157e63f0428421336a223c7807cb25b7024864df97842d", "class_name": "RelatedNodeInfo"}}, "hash": "f2d0520148103a09bd7f82c1a50d0e59b1b88531f2edbe8e07c9a9d181fa2984", "text": "Karl\nK eirstead\nOka y ,\ngr eat.\nAmy ,\ny ou\ncalled\nout\nsome\ntr ansactional\nweakness,\nwhich\nin\nthe\nMar ch\nquar ter\nwe\ncan\nsee\nin\nthe\non-pr em\nO\ufb03ce\nsegment\nand\nin\ny our\nguidance\nin\nthe\nser v er\npr oducts,\ny ou\nsuggest\nwe\nmight\nsee\nit\nther e\nt oo.\nIs\nthat\nsomething\nthat\ny ou\nwould\nchar acteriz e\nas\nMicr osoft\nspeci\ufb01c,\nas\ny ou\ndescribe\nin\ny our\ncomments,\ny our\ntr ansitioning\ncust omers\noff\ny our\nOpen\nLicense\npr ogr am?\nOr\ndo\ny ou\nf eel\nlik e\nthat\u2019 s\na\nbr oader\nissue\nwher e\nma ybe\nwe \u2019r e\nstar ting\nt o\nsee\na\nlittle\nbit\nof\na\ntilt\nfr om\non-pr em\nt o\ncloud\ne v en\nfaster\nthan\nwe \u2019v e\nseen\nbefor e?\nThank\ny ou.\nA my\nHood\nThanks,\nKarl.\nThat\u2019 s\na\nv er y\ngood\nquestion.\nI\nwould\nsa y\nit\ndoes\nnot\nf eel\nlik e\nthe\ntilt\nfr om\non-pr em\nt o\ncloud\nf elt\nany\ndiff er ent\nin\na\nwa y\nthat\nwould\nha v e\nimpacted\nthe\nquar ter\nanymor e,\nso\nthan\nit\nnormally\ndoes\nin\nterms\nof\nthe\nnormal\ntr ansitions.\nW e \u2019v e\nseen\nt o\ny our\npoint\non\nO\ufb03ce\nor\nfr ankly ,\ne v en\nin\nser v er ,\nas\nwe\nha v e\npeople\nmo v", "start_char_idx": 0, "end_char_idx": 975, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "564ee641-9ae1-44ca-b935-b06976644cbd": {"__data__": {"id_": "564ee641-9ae1-44ca-b935-b06976644cbd", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "9738b9c3-f917-4fc1-9d69-4206537a9c9e", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ee30776bf72f322adc4aeb183565dcd7772705e337d962605e5bc373e4868dbe", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "89c36c51-c9dd-4f68-8e7e-0cc9cf544ffa", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f2d0520148103a09bd7f82c1a50d0e59b1b88531f2edbe8e07c9a9d181fa2984", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "97e10b65-7d6a-4080-ab63-c5aeb2eb2c9b", "node_type": "1", "metadata": {}, "hash": "3c7678a31cad801242378a8d52ab63f8fd2f254d0187abbac6abad255fd2d2be", "class_name": "RelatedNodeInfo"}}, "hash": "8d0422e8cc3f287571157e63f0428421336a223c7807cb25b7024864df97842d", "text": "en\nin\nser v er ,\nas\nwe\nha v e\npeople\nmo v e\nthose\nworkloads\nand\nmigr ate\nthose\nworkloads\nt o\nthe\ncloud.\nThis\nr eally\nwas\nv er y\nsigni\ufb01cant.\nThink\nof\nit\nas\na\nwher e\npar tners\ntr ansact.\nAnd\nwe\nha v e\nsuch\na\nbr oad,\nand\nv aluable,\nand\nr eally\nneeded\npar tner\ncommunity\nthat\nis\nv er y\nv ast.\nAnd\nwe\nput\nthis\nand\nhad\nplanned\nfor\nthis\nchange\nfor\nJanuar y\n1.\nAnd\nwe\nex ecuted\nthe\nchange\non\nJanuar y\n1\nas\nplan,\nand\nit\u2019 s\njust\ntaking\nus\na\nlittle\nlonger\nt o\nonboar d\nall\nof\nthis\ncommunity\nt o\nmak e\nsur e\nthat\nthe y\ncan\ntr ansact\nthe\nwa y\nthe y\nwant\nt o\nin\nthe\npr ogr am.\nSo,\nI\ndo\nthink\nit\u2019 s\ngoing\nt o\ntak e\nus\nlonger\nthan\nwe\nthought,\nwe \u2019r e\ngoing\nt o\ncontinue\nt o\nsee\nthat\nimpact\nin\nQ4.\nAnd\nI\nknow\nthe\nteams\nar e\nworking\nhar d\nt o\nmak e\nsur e\nthat\npar tners\nget\ncomfor table\nwith\nthe\nnew\nsystem,\nwhich\nis\nimpor tant\nt o\nus.\nKarl\nK eirstead\nGot\nit.\nSaty a\nNadella\nAnd\nthe\nonly\nthing\nI\u2019 d\nadd\nis\nthat\nthis\nchange\nis\nsuper\ngood\nfor\nboth\nthe\npar tners,\nthe\ncust omers\nand\nMicr osoft\nlong-term.\nA my\nHood\nAbsolutely .\nSaty", "start_char_idx": 934, "end_char_idx": 1945, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "97e10b65-7d6a-4080-ab63-c5aeb2eb2c9b": {"__data__": {"id_": "97e10b65-7d6a-4080-ab63-c5aeb2eb2c9b", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "9738b9c3-f917-4fc1-9d69-4206537a9c9e", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ee30776bf72f322adc4aeb183565dcd7772705e337d962605e5bc373e4868dbe", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "564ee641-9ae1-44ca-b935-b06976644cbd", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8d0422e8cc3f287571157e63f0428421336a223c7807cb25b7024864df97842d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "e3377e12-12df-4962-819a-98c291da46b7", "node_type": "1", "metadata": {}, "hash": "8e9fd6a9dfdca72923b40f8f70d04cba060e7a023c891a8e53eea394c2e7cbaa", "class_name": "RelatedNodeInfo"}}, "hash": "3c7678a31cad801242378a8d52ab63f8fd2f254d0187abbac6abad255fd2d2be", "text": "osoft\nlong-term.\nA my\nHood\nAbsolutely .\nSaty a\nNadella", "start_char_idx": 1901, "end_char_idx": 1955, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e3377e12-12df-4962-819a-98c291da46b7": {"__data__": {"id_": "e3377e12-12df-4962-819a-98c291da46b7", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b02ca83c-21e4-4fed-b352-427045748b1e", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "af364ab80fa06eaf986f301609f101a26a9fe32ce3a9085980a269f0dab51bad", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "97e10b65-7d6a-4080-ab63-c5aeb2eb2c9b", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3c7678a31cad801242378a8d52ab63f8fd2f254d0187abbac6abad255fd2d2be", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "07ed90a0-b1bd-473d-a743-8fd560ee63db", "node_type": "1", "metadata": {}, "hash": "1bc988ddb7962053a967cc0383391d5980cf592bd21a62e7020893c8856d969f", "class_name": "RelatedNodeInfo"}}, "hash": "8e9fd6a9dfdca72923b40f8f70d04cba060e7a023c891a8e53eea394c2e7cbaa", "text": "So,\nther e\nis\nex ecution\nahead,\nbut\nwe\nwant\nt o\ndo\nthis\nbecause\nit\nbene\ufb01ts\ne v er ybody .\nKarl\nK eirstead\nGot\nit.\nThanks\nSaty a.\nBr ett\nIv ersen\nThanks\nKarl.\nJesse,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nMark\nMurphy\nwith\nJPMor gan.\nPlease\npr oceed\nwith\ny our\nquestion.\nMark\nMurphy\nY es.\nThank\ny ou\nv er y\nmuch.\nSaty a\nhandful\nof\ninfr astructur e\nsoftwar e\ncompanies\nha v e\ncommented\nthat\ntheir\nconsumption\nactivity\nactually\nstar ted\nt o\nslow\na\nf ew\nmonths\nago.\nAnd\nso,\nI\u2019 m\ncurious\nwhat\nin\ny our\nview\nis\nallowing\ny our\nA zur e\ntr aject or y\nt o\nshow\nbetter\nr esilience.\nAnd\ndo\ny ou\nin\nfact,\nsee\nsome\nof\nthe\nnewer\npr oducts\nkicking\nin\nsuch\nas\nA zur e\nor\nSynapse\nCognitiv e\nSer vices,\nOpenAI\nand\nperhaps\ncontributing\nt o\nthe\nstr ength\nand\nhealth\nand\nr esiliency\nof\nthat\nA zur e\nnumber?\nSaty a\nNadella\nY es,\nI\nmean,\nwhat\nI\u2019 d\nsa y\nKarl\n[ph]\nis\nthat\nwhat\nwe\nar e\nseeing\nis\na\nclassic\nwhat\nhappens\nwith\nconsumption\nmeters,\nright,\nwhich\nis\nthe y\ngr ow ,\nand\nthen\nthe y\nget\noptimiz ed\nand\nthe y\ngr ow\nagain\nboth\nexisting\nand\nnew .\nAnd\nso,\nit\u2019 s\nsor", "start_char_idx": 0, "end_char_idx": 1065, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "07ed90a0-b1bd-473d-a743-8fd560ee63db": {"__data__": {"id_": "07ed90a0-b1bd-473d-a743-8fd560ee63db", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b02ca83c-21e4-4fed-b352-427045748b1e", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "af364ab80fa06eaf986f301609f101a26a9fe32ce3a9085980a269f0dab51bad", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e3377e12-12df-4962-819a-98c291da46b7", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8e9fd6a9dfdca72923b40f8f70d04cba060e7a023c891a8e53eea394c2e7cbaa", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "2663082c-cf0e-4761-b5e3-c2406126d475", "node_type": "1", "metadata": {}, "hash": "acd0d34b87b5f60e3059449655efc7fbadb1f537b5d888830ded07ac308f7f46", "class_name": "RelatedNodeInfo"}}, "hash": "1bc988ddb7962053a967cc0383391d5980cf592bd21a62e7020893c8856d969f", "text": ".\nAnd\nso,\nit\u2019 s\nsor t\nof,\nwill\nalwa ys\nha v e\nsome\namount\nof\nv olatility\nthat\ne v en\nAmy\nr ef er enced\nquar ter-o v er-quar ter .\nBut\nif\nI\nwalk\nup,\none\nthing\nthat\nwe\nlook\nat\nis\ngr owth\ncoming\nfr om\nall\nsegments,\nright?\nSo\nsmall\nbusiness\nand\nenterprise,\nis\nit\ncoming\nfr om\nall\nr egions?\nAnd\nit\nis.\nW e\nalso\nlook\nat\nthe\ntype\nof\nworkloads\nit\u2019 s\ncoming\nfr om.\nAnd\nso\nit\nlooks\nhealthy\nin\nall\nof\nthose.\nAnd\nif\ny ou\nwalk\nup\nthe\nstack\nt o\ny our\npoint\non\nthe\ninfr astructur e\nside,\nthe\nTier\n1\nworkloads\nis\nwher e\nI\nthink\nwe\nar e\nseeing\nsome\nbig\nTier\n1\nworkloads,\nand\nI\nhad\nmany\ncomments\non\nSAP\nand\nother\nworkloads\nmo ving.\nThe\nsecond\nthing\nI\u2019 d\nsa y\nis\non\nthe\npast\nser vices\nand\nour\nDe vF est\nthat\u2019 s\nanother\nar ea\nwher e\nwe\nha v e\ndiff er entiated\nv alue.\nSo\nwe\nsee\ngood\ngr owth\nther e.\nData\nand\nAI\nfor\nsur e,\nI\nmean,\nthe\nthing\nthat\nI\n\ufb01nd\nr eally\nt o\nbe\nsomething\nthat\nI\nthink\nthe\nlong\nrun\nis\ngoing\nt o\npr obably\nbe\none\nof\nthe\nbigger\ndriv ers\nof\nour\ngr owth\nand\ndiff er entiation\nis\nour\ndata\nfabric,", "start_char_idx": 1046, "end_char_idx": 2037, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2663082c-cf0e-4761-b5e3-c2406126d475": {"__data__": {"id_": "2663082c-cf0e-4761-b5e3-c2406126d475", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8b3de8ac-a5fa-482c-b66e-da932d057b23", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "59a9411a58aefbfe1ed24faf414b586ef5671046e1ab2a91dafd744a73d092b5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "07ed90a0-b1bd-473d-a743-8fd560ee63db", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1bc988ddb7962053a967cc0383391d5980cf592bd21a62e7020893c8856d969f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "95298e91-68b7-4715-a649-41579b0ab4a8", "node_type": "1", "metadata": {}, "hash": "bae64d0e952c0ef057bd6ca9bfd17e77873743acba0815ffc4f4e94a33b368c0", "class_name": "RelatedNodeInfo"}}, "hash": "acd0d34b87b5f60e3059449655efc7fbadb1f537b5d888830ded07ac308f7f46", "text": "because\nwe\nar e\nthe\nonly\nguys\nwho\nha v e\na\ncomplete\ndata\nfabric\nfr om\nthe\noper ational\nst or e\nthat\u2019 s\nfully\nintegr ated\nint o\nan\nanalytics\nengine\nthat\u2019 s\nfully\nintegr ated\nint o\ngo v ernance.\nAnd\nthat\nincr easingly\nis\ngoing\nt o\nbecome\nmor e\nand\nmor e\nimpor tant,\nright?\nI\nmean\ny ou\ncan\nbe\ndealing\nwith\nthis\na\nnew\nr egulation\ncoming\non\npriv acy\nand\ngo v ernance\non\none\nend\nand\ny our\noper ational\nst or e\nbeing\ndiv or ced\nfr om\nthat.\nSo\nwe\nha v e\na\nv er y\ndiff er entiated\noff er\nand\nI\ntalk ed\nabout\nsome\nof\nthe\ngr owth\nnumbers\nther e.\nThe\nAI\ninf er ence\nis\nalso\n\ufb01nally\nkicking.\nThe y \u2019r e\nv er y\nsmall\nt oda y ,\nbut\ne v en\nwhen\nI\nlook\nat\nthe\nt otal\ncom\n\u2013\nthat\u2019 s\njust\nessentially\na\ncompute\nmeter ,\nther e \u2019 s\ngr owth\nther e.\nSo\no v er all,\nI\nthink\nwe\nwill\nsee\nquar ter-o v er-quar ter ,\nsome\ncy clicality ,\ndepending\non\nwhich\ncust omers.\nIn\nfact,\nwe\npa y\npeople\nat\nMicr osoft\nt o\nr educe\ncust omer\nbills\nand\nwhich\nwe\nshould.\nSo\ngiv en\nthat\nwe\nma y\nsee\ncy clicality\nin\nterms\nof\nhow\noptimizations\nhappen,\nbut\no v er all\nwe \u2019r e\nstill\nv er y\nearly\non\nas\nthe\nworld\nsor", "start_char_idx": 0, "end_char_idx": 1064, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "95298e91-68b7-4715-a649-41579b0ab4a8": {"__data__": {"id_": "95298e91-68b7-4715-a649-41579b0ab4a8", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8b3de8ac-a5fa-482c-b66e-da932d057b23", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "59a9411a58aefbfe1ed24faf414b586ef5671046e1ab2a91dafd744a73d092b5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2663082c-cf0e-4761-b5e3-c2406126d475", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "acd0d34b87b5f60e3059449655efc7fbadb1f537b5d888830ded07ac308f7f46", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "08185be2-c824-457c-b3c3-dcb97fc66b79", "node_type": "1", "metadata": {}, "hash": "f5c19e39156c304662c5ac6fd8a21c502fd50f8f35ab151d5fed057ecc8c9210", "class_name": "RelatedNodeInfo"}}, "hash": "bae64d0e952c0ef057bd6ca9bfd17e77873743acba0815ffc4f4e94a33b368c0", "text": "e\nstill\nv er y\nearly\non\nas\nthe\nworld\nsor t\nof\nmigr ates\nt o\nthe\ncloud\nand\nusers,\nessentially\ncloud\ninfr astructur e\nand\ncompute\nis\nsor t\nof\nt o\ndriv e\ntheir\noper ational\ne\ufb03ciencies\nand\npr oduct.\nMark\nMurphy\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nMark.\nJesse,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nKash\nRangan\nwith\nGoldman\nSachs.\nPlease\npr oceed\nwith\ny our\nquestion.\nKash\nRangan\nThank\ny ou\nso\nmuch.\nCongr ats\non\na\nspectacular\nquar ter .\nSaty a,\nI\nha v e\nv er y\nclearly\non\ny our\ncomments\nand\npar ticularly\ny ou\ntalk ed\nabout\ntech\nas\na\nper centage\nof\nGDP\ndoubling\no v er\nthe\nnext\nse v en,\neight\ny ears\nor\nso.\nNobody\ncould\nha v e\nr eally\npr edicted\nma ybe\nbesides\ny ourself,\nthat\nA zur e\nwould\nbe\nthis\nbig\nand\ngr owing\nthis\nfast\nat\nthis\npoint\nin\ntime\nr elativ e\nt o\nsa y\n\ufb01v e,\nsix\ny ears\nback.\nSo\nas\ny ou\nlook\nfor war d,\nwhat\npar t\nof\nthe\nMicr osoft\ntech\nstack\ndo\ny ou\nthink\nis\nunderr epr esented\nin\nthe\ndigital\nwor d\nand\nhas\nther efor e\nmor e\noppor tunity\nt o\ngain\nas\ny ou\nbuild\nout\ny our\nthesis\non\ntech\nas\na\nper", "start_char_idx": 1024, "end_char_idx": 2056, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "08185be2-c824-457c-b3c3-dcb97fc66b79": {"__data__": {"id_": "08185be2-c824-457c-b3c3-dcb97fc66b79", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8b3de8ac-a5fa-482c-b66e-da932d057b23", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "59a9411a58aefbfe1ed24faf414b586ef5671046e1ab2a91dafd744a73d092b5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "95298e91-68b7-4715-a649-41579b0ab4a8", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bae64d0e952c0ef057bd6ca9bfd17e77873743acba0815ffc4f4e94a33b368c0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7b34be7c-bc06-4d57-98ab-971dbe134f53", "node_type": "1", "metadata": {}, "hash": "dfa6843f8ac2661c305f1179d1a569aaba2f3f8153547475f8ad7e55bec68925", "class_name": "RelatedNodeInfo"}}, "hash": "f5c19e39156c304662c5ac6fd8a21c502fd50f8f35ab151d5fed057ecc8c9210", "text": "ou\nbuild\nout\ny our\nthesis\non\ntech\nas\na\nper centage\nof\nGDP\ndoubling.\nThank\ny ou\nso\nmuch.", "start_char_idx": 2014, "end_char_idx": 2101, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7b34be7c-bc06-4d57-98ab-971dbe134f53": {"__data__": {"id_": "7b34be7c-bc06-4d57-98ab-971dbe134f53", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "f1d28a0c-3bc3-4f81-bf03-6113423284e6", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4094458af9cc722f13e0792d8ca24cf22ac6b13d057c170a329f93db91f8d75f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "08185be2-c824-457c-b3c3-dcb97fc66b79", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f5c19e39156c304662c5ac6fd8a21c502fd50f8f35ab151d5fed057ecc8c9210", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6267f684-244c-4010-8d93-dda877d1d697", "node_type": "1", "metadata": {}, "hash": "76f688f92adc3c3945ef86057bc21646dbff0e7e81c5d4faacf5ae79ab1c42ad", "class_name": "RelatedNodeInfo"}}, "hash": "dfa6843f8ac2661c305f1179d1a569aaba2f3f8153547475f8ad7e55bec68925", "text": "Saty a\nNadella\nI\nmean\nthe\nthing\nthat\nI\nalwa ys\ngo\nback\nKash\nis\nthat\nall\nenterprise\nv alue\nat\nleast\nas\nfar\nas\nI\ncan\ntell,\ngets\ncr eated\nat\nthr ee\nla y ers\nof\nthe\ntech\nstack.\nWhat\nhappens\nwith\ninfr astructur e,\nwhene v er\nsomething\ncan\nbe\n10x\nbetter .\nSo\nfor\nexample,\nwhen\nwe\ntalk\nabout\nthe\nnext\ngener ation\nof\nmulti-edge,\nmulti-cloud,\ninfr astructur e\nr emaining\none\nof\nthe\nleaders,\nthat\u2019 s\ngoing\nt o\nbe\na\nmassiv e\nEV\ncr eation\nas\na\nper centage\nof\nGDP\ntech\nspend\ndouble.\nSo\nthat\u2019 s\nwher e\ne v er ything\nfr om\nA zur e,\nA zur e,\nour\ndatabase,\nour\n\u2013\nall\nof\nthat\u2019 s\nsuper\nimpor tant.\nThe\nother\none\nis,\nthis\nis\nsor t\nof\nage\nof\nAI.\nIn\nother\nwor ds,\nthe\ncor e\nbusiness\nlogic\nis\nnot\nbeing\nwritten.\nIt\u2019 s\nbeing\nwritten\nb y\nsoftwar e.\nSo\nwhen\nI\nlook\nat,\nwhen\nI\nuse\nget\nup\nco-pilot,\nthat\u2019 s\nthe\nther ein\nlies\nthe\nfutur e\nof\nwhat\nhow\nall\nbusiness\nlogic\ngets\nwritten.\nAnd\nso\nt o\nme\nthe\nAI\nla y er ,\nboth\nthe\ntr aining,\nsuper computers,\nas\nwell\nas\nthe\ninf er ence\nla y er\nthat\u2019 s\na\nplace\nwher e\ny ou\u2019 ll\nsee\nus\nintegr ate\nwhat\nt oda y\ny ou\nall\nconsider\nt", "start_char_idx": 0, "end_char_idx": 1039, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6267f684-244c-4010-8d93-dda877d1d697": {"__data__": {"id_": "6267f684-244c-4010-8d93-dda877d1d697", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "f1d28a0c-3bc3-4f81-bf03-6113423284e6", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4094458af9cc722f13e0792d8ca24cf22ac6b13d057c170a329f93db91f8d75f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7b34be7c-bc06-4d57-98ab-971dbe134f53", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "dfa6843f8ac2661c305f1179d1a569aaba2f3f8153547475f8ad7e55bec68925", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3c03b93f-f7ef-4304-a013-a3b252f55505", "node_type": "1", "metadata": {}, "hash": "046b6157406469ef19a8860401eec6df2c7e81413f39e62ab9066b1403f1b8e1", "class_name": "RelatedNodeInfo"}}, "hash": "76f688f92adc3c3945ef86057bc21646dbff0e7e81c5d4faacf5ae79ab1c42ad", "text": "ate\nwhat\nt oda y\ny ou\nall\nconsider\nt o\nbe\ntwo\ndiff er ent\nbusinesses,\nwhether\nit\u2019 s\nA zur e\nand\nWindows,\nthe y \u2019r e\njust\none\nbusiness\nt o\nme,\nbecause\nt o\nme,\nwher e\nin\ntr aining\nhappens,\nwher e\ninf er ence\nhappens\nwill\nbe\nwritten\nonce\nb y\nde v elopers.\nAnd\nthen\nit\u2019 ll\nlight\nup\nacr oss\nthis\ndistributed\nfabric.\nSo\nthat\u2019 s\nanother\nplace\nwher e\nI\nthink\nther e \u2019 s\nt ons\nof\nenterprise\nv alue\nthat\u2019 ll\nget\ncr eated\no v er\ntime.\nAnd\nthen\nof\ncourse\nthe\nUI\nla y er\nalwa ys\nis\nthe\nbiggest\none.\nAnd\nthe\nnext\nin\ufb02ection\npoint,\nwhether\nit\u2019 s\nwhat\nhappens\nwith\nMetaW ar e,\nso\nwhat\nhappens\nwith\ne v en\non\nthe\nindustrial\nside\nwith\nIoT\nand\ndigital\ntwins\nthose\nar e\nall\nthings\nthat\nI\nthink\nwill\nbe\nthe\nones\nthat\nwe\nwill\nbe\nfocused\non.\nSo\nthese\nthr ee\nthings\ntr anslated\nint o\nworkloads\nand\nwhat\nwe\ncall\nour\ncust omer\nsolution\nar eas\nar e\nthe\nwa ys\nthat\nat\nleast\nwe\nar e\ninv esting\nin.\nKash\nRangan\nF ascinating.\nThank\ny ou\nso\nmuch.\nBr ett\nIv ersen\nThanks,\nKash.\nJesse,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nMichael\nT urrin\nwith\nW ells\nF ar go.\nPlease\npr oceed\nwith\ny", "start_char_idx": 1003, "end_char_idx": 2077, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3c03b93f-f7ef-4304-a013-a3b252f55505": {"__data__": {"id_": "3c03b93f-f7ef-4304-a013-a3b252f55505", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "f1d28a0c-3bc3-4f81-bf03-6113423284e6", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4094458af9cc722f13e0792d8ca24cf22ac6b13d057c170a329f93db91f8d75f", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6267f684-244c-4010-8d93-dda877d1d697", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "76f688f92adc3c3945ef86057bc21646dbff0e7e81c5d4faacf5ae79ab1c42ad", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6dd03e7a-d3c9-4193-a55a-e7f3ae24087f", "node_type": "1", "metadata": {}, "hash": "9ab61b1331126ffd3cf06c9bf57a981529b853d1f8290d11a045c92a0a796747", "class_name": "RelatedNodeInfo"}}, "hash": "046b6157406469ef19a8860401eec6df2c7e81413f39e62ab9066b1403f1b8e1", "text": "ells\nF ar go.\nPlease\npr oceed\nwith\ny our\nquestion.\nMichael\nT urrin", "start_char_idx": 2041, "end_char_idx": 2107, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6dd03e7a-d3c9-4193-a55a-e7f3ae24087f": {"__data__": {"id_": "6dd03e7a-d3c9-4193-a55a-e7f3ae24087f", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ade5b53c-855e-463f-98cf-4d023283ba05", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8f4e80685702b5455e21d25e5b32e0d517d936ad8705ab6958aaebe5ba049132", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3c03b93f-f7ef-4304-a013-a3b252f55505", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "046b6157406469ef19a8860401eec6df2c7e81413f39e62ab9066b1403f1b8e1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "def9303e-341a-4dca-839f-b05a64d26461", "node_type": "1", "metadata": {}, "hash": "9b85da31558686e265f9b922db38a3c39e97ea118977930d528f69e00e5193b5", "class_name": "RelatedNodeInfo"}}, "hash": "9ab61b1331126ffd3cf06c9bf57a981529b853d1f8290d11a045c92a0a796747", "text": "He y ,\nther e,\ngood\nafternoon.\nThank\ny ou\nfor\ntaking\nthe\nquestion\nand\ngr eat\njob\nwith\nthe\nr esults.\nA zur e\ngr owth\nand\ncommer cial\nbooking\nstr engths\nstand\nout.\nY ou\nmentioned\na\nstep\ndown\nexpected\nin\nA zur e\ngr owth\nin\nQ4,\nbut\nstill\nsuggest\nv er y\nimpr essiv e\ngr owth\nat\nthat\nscale.\nCan\ny ou\nexpand\non\nthe\nlar ge\ndeal\ncommentar y\nthe\nlonger-term\nstr ategic\ndeals\ny ou\u2019v e\nr ef er enced\na\nf ew\ntimes\no v er\nthe\npast\ncouple\nof\nquar ters,\nhow\nthose\nimpact\nvisibility\nor\nma ybe\nthe\nappr oach\nt o\nfr aming\ntar gets\nther e?\nAnd\nanything\ny ou\ncan\nadd\njust\nar ound\nhow\nthe\naddition\nof\nNuance\nhelps\nthe\ncloud\nbusiness\nand\nthe\nindustr y\ncloud\nappr oach\nas\nwell\nis\ngr eatly\nappr eciated.\nThank\ny ou.\nA my\nHood\nSaty a,\ndo\ny ou\nwant\nt o\nstar t\nwith\ny our\ncomments\nma ybe\non\nNuance\no v er all,\nand\nthen\n\u2013\nand\nI\ncan\naddr ess\nsor t\nof\nhow\nthe\nlar ger\nlong-term\ncontr acts.\nSaty a\nNadella\nY es.\nSur e.\nJust\na\ncouple\nof\nquick\nthings.\nOne\nis\non\nthe\nstr ategic\ncommitments\nthat\nar e\nbeing\nmade.\nW e\nar e\nsor t\nof\nworking\nat\nthem\nworkload\nat\na\ntime,\nand\nso\nwe\nf eel\nv", "start_char_idx": 0, "end_char_idx": 1048, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "def9303e-341a-4dca-839f-b05a64d26461": {"__data__": {"id_": "def9303e-341a-4dca-839f-b05a64d26461", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ade5b53c-855e-463f-98cf-4d023283ba05", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8f4e80685702b5455e21d25e5b32e0d517d936ad8705ab6958aaebe5ba049132", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6dd03e7a-d3c9-4193-a55a-e7f3ae24087f", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "9ab61b1331126ffd3cf06c9bf57a981529b853d1f8290d11a045c92a0a796747", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "33dca3e0-1c01-480f-a06e-cbdd0fa8eb2d", "node_type": "1", "metadata": {}, "hash": "687506e315b46abe6edef99ddb793f834c36d137d4e361748237f6b1d29ca3c9", "class_name": "RelatedNodeInfo"}}, "hash": "9b85da31558686e265f9b922db38a3c39e97ea118977930d528f69e00e5193b5", "text": "eel\nv er y ,\nv er y\ngood\nabout\nboth\nthe\ntype\nof\nworkloads.\nIn\nfact,\nI\n\u2013\nther e\nis\na\nmigr ation\nof\na\nbunch\nof\nworkloads\nthat\nwe\nma y\nha v e\nwon\nin\nthe\nclient\nser v er\nthat\nar e\nmigr ating,\nbut\nthe\nmost\nex citing\nthing\nis\nthe\ntype\nof\nTier\n1\nworkloads\nthat\nwe\nha v e\nne v er\nseen\nrun\non\nany\nMicr osoft\ninfr astructur e\nthat\u2019 s\nrunning\non\nA zur e\nt oda y\nand\nbeing\noptimiz ed\non\nA zur e.\nSo\nthat\u2019 s\nthe\nthing\nthat\nwe\nsee\nas\nwe\nwin\nthese\nlar ge\nstr ategic\ndeals.\nOn\nNuance,\nfor\nme,\nthe\nthing\nthat\u2019 s\nex citing\nis\nNuance\nis\na\nplatform\nla y er\nfor\nthese\nAI\ndriv en\napplications\nthat\nar e\ngetting\ndeplo y ed,\nwhether\nit\u2019 s\nin\nhealthcar e\nor\ne v en\nin\nthe\nenterprise\ncontact\ncenter .\nSo\nwe\nar e\nv er y\nex cited\nabout\nNuance\nnow\nbeing\npar t\nof\nthe\nMicr osoft\nfamily .\nY ou\u2019 ll\nsee\nus\npr etty\naggr essiv ely\ngo\ninno v ate\nther e\nand\ngr ow\nthe\nimpact\nof\nthese\nsolutions\nin\nboth\nwhat\nis\nsor t\nof\nthe\nlar ge\nper centages\nof\nour\nGDP ,\nlik e\nhealthcar e\nwher e\nI\nthink\nthings\nlik e\ntackling\nissues\nlik e\nphysician\nbur dens\nwith\nnew\ninno v ativ", "start_char_idx": 1043, "end_char_idx": 2070, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "33dca3e0-1c01-480f-a06e-cbdd0fa8eb2d": {"__data__": {"id_": "33dca3e0-1c01-480f-a06e-cbdd0fa8eb2d", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ade5b53c-855e-463f-98cf-4d023283ba05", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8f4e80685702b5455e21d25e5b32e0d517d936ad8705ab6958aaebe5ba049132", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "def9303e-341a-4dca-839f-b05a64d26461", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "9b85da31558686e265f9b922db38a3c39e97ea118977930d528f69e00e5193b5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8fc9b9b8-bac9-43c1-851b-6c6545db1ffb", "node_type": "1", "metadata": {}, "hash": "c424bcfa455132d534bbd77bc8e160246b1dcfa2067ce86d328391df10b12e70", "class_name": "RelatedNodeInfo"}}, "hash": "687506e315b46abe6edef99ddb793f834c36d137d4e361748237f6b1d29ca3c9", "text": "e\nphysician\nbur dens\nwith\nnew\ninno v ativ e\nsolutions\nis\nmuch\nneeded\nand\nwe\nar e\nr eally\nlooking\nfor war d\nt o\nex er cising\nthat.\nA my\nHood\nAnd\nMichael,\nma ybe\nspeci\ufb01cally\ny ou\u2019r e\nabsolutely\nright.\nI\ntend\nt o\nmention\nthe\nimpact\nof\nlar ge\nlong-term\nA zur e\ncontr act,\nboth\nin\nthe\ncontext\nof\ncommer cial\nbookings\nand\nsome\nv olatility\nwe\noften\ncan\nsee\nin\nthat\nbecause\nof\nit.\nBut\nr eally ,\nI\nthink\nthe\nwa y\nwe\nthink\nabout\nthem\nma ybe\noutside\nof\nthis\nphone\ncall,\nis\nthat\nit\u2019 s\nthe\nbeginning\nof\nthe\ncommitment\nbetween\nus\nand\na\ncust omer\nt o\nstar t\nt o\nwork\nt ogether\nt o\ndeliv er\nv alue.", "start_char_idx": 2029, "end_char_idx": 2611, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8fc9b9b8-bac9-43c1-851b-6c6545db1ffb": {"__data__": {"id_": "8fc9b9b8-bac9-43c1-851b-6c6545db1ffb", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fe35d40e-956c-413f-9e53-20ef0c311a0d", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8acd8ddda104878d6a6f9c462e88b28b288e301693de2d4e8916997352278f2a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "33dca3e0-1c01-480f-a06e-cbdd0fa8eb2d", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "687506e315b46abe6edef99ddb793f834c36d137d4e361748237f6b1d29ca3c9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "dff7b3a0-d843-4964-8386-bc4c37e48138", "node_type": "1", "metadata": {}, "hash": "2b77c8995ea2ff718718d394f0c9d86d7c74184ba05727ed7ed339de247332a2", "class_name": "RelatedNodeInfo"}}, "hash": "c424bcfa455132d534bbd77bc8e160246b1dcfa2067ce86d328391df10b12e70", "text": "And\nso\nwe\ngo\nworkload\nb y\nworkload,\noppor tunity\nb y\noppor tunity\nand\nI\nthink\nthat\u2019 s\nwhat\ny ou\nwer e\ninf erring\na\nbit\nis\nthat\nit\u2019 s\nalmost\nthe\nt op\nof\nthe\nfunnel\nt o\ncr eate\nv alue\nfor\nthe\ncust omer .\nW e\ncall\nit\ndeliv ering\nsuccess\nt o\nmak e\nsur e\nthe y \u2019r e\nspending\nthe\ndollars\nthe\nmost\neff ectiv e\nwa y ,\nmaking\nsur e\nwe \u2019r e\ntackling\nthe\nhar dest\npr oblems\nthat\nthe y\nneed\nsolv ed.\nAnd\nwith\nthat\ncomes\nour\ninv estments\nthat\nwe \u2019v e\nmade\nand\ndeplo yment\nr esour ces\nand\nusage\nr esour ces\nspeci\ufb01cally\nin\nA zur e\nt o\nmak e\nthat\npossible\nwith\ncust omers.\nAnd\nso\ny ou\u2019r e\nright\nt o\nsa y ,\nI\ndo\ntalk\nabout\nthem\nin\nterms\nof\nv olatility\nthe y\ncr eate,\nwhat\nit\ncr eates\ninside\nthe\ncompany\nis\nthe\nbeginning\nof\na\ncommitment\nt o\nmak e\nsur e\nwe \u2019r e\ntackling\nthe\nworkloads\nand\nthe\nsolutions\nthat\nthe\ncust omers\nwant\nt o\nmak e\nhappen\nacr oss\nall\nthe\nworkloads\nfr ankly\nthat\nSaty a\nhas\ntalk ed\nabout\nt oda y .\nMichael\nT urrin\nThe\ngr eat\ncomplimentar y\npoints\nalso\nhighlight.\nThanks\nv er y\nmuch.\nBr ett\nIv ersen\nThanks,\nMichael.\nJesse,\nwe\nha v", "start_char_idx": 0, "end_char_idx": 1033, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dff7b3a0-d843-4964-8386-bc4c37e48138": {"__data__": {"id_": "dff7b3a0-d843-4964-8386-bc4c37e48138", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "fe35d40e-956c-413f-9e53-20ef0c311a0d", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8acd8ddda104878d6a6f9c462e88b28b288e301693de2d4e8916997352278f2a", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8fc9b9b8-bac9-43c1-851b-6c6545db1ffb", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c424bcfa455132d534bbd77bc8e160246b1dcfa2067ce86d328391df10b12e70", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a8ecb5c6-093c-449b-bad5-50dd5673be3c", "node_type": "1", "metadata": {}, "hash": "70447ca97d3c03d75d194656d0a40f2db37f13edc7b8d0ce822bb7445964489e", "class_name": "RelatedNodeInfo"}}, "hash": "2b77c8995ea2ff718718d394f0c9d86d7c74184ba05727ed7ed339de247332a2", "text": "ett\nIv ersen\nThanks,\nMichael.\nJesse,\nwe\nha v e\ntime\nfor\none\nlast\nquestion.\nOper at or\nThank\ny ou.\nOur\n\ufb01nal\nquestion\nwill\ncome\nfr om\nK eith\nBachman\nwith\nBMO .\nPlease\npr oceed\nwith\ny our\nquestion.\nK eith\nBachman\nHi,\nand\nmany\nthanks.\nI\nwanted\nt o\nbr eak\nit\nup\nint o\ntwo\npar ts.\nBut\nI\nwas\nwondering\nif\ny ou\ncould\ncomment\non\nwhat\ny ou\nsee\nis\nthe\nstr ength\nof\nthe\nPC\nmark et\nas\ny ou\nlook\nout\no v er\nthe\ncourse\nof\nthe\ncalendar\ny ear ,\nif\ny ou\nfocus\non\nthe\ndemand\nside\nequation,\nnot\nthe\nsupply\nside\nof\nthe\nequation.\nAnd\nr eally\nthe\nmor e\nimpor tant\nr elated\npar t\nis\ngiv en\nthe\noutlook\nthat\ny ou\nma y\nha v e\nfor\nthe\nPC\nmark et.\nHow\nar e\ny ou\nthinking\nabout\nthe\ndur ability\nof\nthe\nWindows\nside\nof\ny our\nbusiness?\nIn\npar ticular ,\nif\ny ou\ncomment\non\nthe\nfundamentals\nr elated\nPC\nmark et,\nbut\nalso\nthe\noppor tunities\nt o\nk eep\nmixing\nup,\nso\nt o\nspeak\nhelped\nb y\nMicr osoft\n365.\nMany\nthanks.\nSaty a\nNadella\nSo\nlet\nme\u2026\nA my\nHood", "start_char_idx": 989, "end_char_idx": 1904, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a8ecb5c6-093c-449b-bad5-50dd5673be3c": {"__data__": {"id_": "a8ecb5c6-093c-449b-bad5-50dd5673be3c", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a556d174-146a-46d8-8037-0d6d481b4425", "node_type": "4", "metadata": {"page_label": "25", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "33c7ab11f9140e3f5f35df717fd52f40e3cd78f03346ee8b85e382190c5a594b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "dff7b3a0-d843-4964-8386-bc4c37e48138", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2b77c8995ea2ff718718d394f0c9d86d7c74184ba05727ed7ed339de247332a2", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1d67a2b6-d80d-41c9-bd60-017165365d75", "node_type": "1", "metadata": {}, "hash": "1b66b27f43207214f335def14112d43224d4e8c3c96d7fa372bda5cbb9dd932e", "class_name": "RelatedNodeInfo"}}, "hash": "70447ca97d3c03d75d194656d0a40f2db37f13edc7b8d0ce822bb7445964489e", "text": "Why\ndon \u2019t\ny ou\nstar t\nand\nI\u2019 ll\nadd\non.\nSaty a\nNadella\nP er f ect.\nSo\nI\nthink\non\nthe\ncommer cial\nside,\nI\nthink\nit\u2019 s\nwell\nunderst ood\nis\nthat\nWindows\nis\nthe\nsock et\nfor\nMicr osoft\n365.\nW e\nha v e\ntr emendous\nv alue,\nAmy\nr ef er enced\nthis\nearlier .\nIn\nfact,\nwe\njust\nlaunched\nWindows\n11\nand\npr o\nv alue\nwith\nWindows\n365,\nthat\u2019 s\nr esonating\nsuper\nwell.\nThe\ncust omer\nsat\nadoption\nr ates\nwhen\nit\ncomes,\nwhether\nit\u2019 s\nsecurity ,\nwhether\nit\u2019 s\nour\npr oductivity ,\nwe\nf eel\ngood\nabout\nthe\ncommer cial\nbusiness.\nSo\nwe \u2019 ll\nsta y\nfocused\non\nit\non\nthe\ncommer cial\nside.\nAnd\non\nthe\nconsumer\nside,\nthe\ncoming\nout\nagain\nthe\npandemic,\nthe\nintensity\nof\nthe\nusage\nhas\ngone\nup.\nSo\none\nof\nthe\nar eas\nof\nfocus\nfor\nus\nis\nsome\nof\nthe\nstuff\nthat\nI\ntalk ed\nabout\nin\nmy\nr emarks\nis\njust\nthe\nusage,\nright?\nSo\nwher e\n\u2013\nwhen\ny ou\nthink\nabout\n500\nmillion\nusers\nengaging\nwith\nMicr osoft\nstar t,\nthat\u2019 s\nnot\nthe\ntype\nof\nengagement\nwe\nhad.\nAnd\nso\nwith\na\nlar ge\ninstalled\nbase\nnow ,\nwe\nha v e\na\nsigni\ufb01cant\nr oom\nther e,\nthe\nbr owser\nshar e\ngr owth,\nwe\nha v e\nsigni\ufb01cant\nr", "start_char_idx": 0, "end_char_idx": 1042, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1d67a2b6-d80d-41c9-bd60-017165365d75": {"__data__": {"id_": "1d67a2b6-d80d-41c9-bd60-017165365d75", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a556d174-146a-46d8-8037-0d6d481b4425", "node_type": "4", "metadata": {"page_label": "25", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "33c7ab11f9140e3f5f35df717fd52f40e3cd78f03346ee8b85e382190c5a594b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a8ecb5c6-093c-449b-bad5-50dd5673be3c", "node_type": "1", "metadata": {"page_label": "25", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "70447ca97d3c03d75d194656d0a40f2db37f13edc7b8d0ce822bb7445964489e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "891d3dfa-cba6-46ed-9ca7-89cfba061d27", "node_type": "1", "metadata": {}, "hash": "0fd435f288200e22b31c08415ffc6ba4241206aa2858445e273c783af0786b73", "class_name": "RelatedNodeInfo"}}, "hash": "1b66b27f43207214f335def14112d43224d4e8c3c96d7fa372bda5cbb9dd932e", "text": "e\ngr owth,\nwe\nha v e\nsigni\ufb01cant\nr oom\nther e.\nAnd\nthen,\nof\ncourse,\nthe\nsubscription\nattaches\nwhether\nit\u2019 s\ngaming\nor\nwhether\nit\u2019 s\npr oductivity\nor\nsuites.\nSo\nthat\u2019 s\nkind\nof\nhow\nI\nlook\nat\nwhat\nwe\nar e\ngoing\nt o\ndo\nat\nleast\nin\nthe\nimmediate\nfutur e.\nPC\nr emains\na\nv er y\nimpor tant\ncategor y\nand\nI\nthink\npeople \u2019 s\nliv es\nis\nwhat\nwe \u2019v e\ndisco v er ed\nduring\nthe\npandemic.\nAnd\nif\nanything,\nthe\nintensity\nof\nusage\nis\nincr eased.\nAnd\nther e\nwill\nbe\ncy clical\ndemand\nthat\nwe \u2019 ll\ngo\nthr ough.\nBut\nthe\nnumber\nof\nuse\ncases\nis\nde\ufb01nitely ,\nI\nthink,\nstructur ally\nincr eased.\nA my\nHood\nExactly .\nI\nthink\nthe\none\nthing\nI\nwould\nadd\non\ny our\ndemand\nside,\nwe\nha v e\nseen\nthe\ntr ansition\nfr om,\nI\nwould\nsa y ,\nin\nthe\nmiddle\nof\npandemic,\nde\ufb01nitely\na\nconsumer\ndriv en\ndemand\ncy cle.\nW e \u2019v e\ntr ansitioned\nthat\nt o\nbe\na\ncommer cial\npar t\nof\nthe\ndemand\nside.\nAnd\nso\nI\ndo\nexpect\nthat\nt o\nbe\nthe\ncase,\nob viously ,\nI\nthink\nthis\nis\nthe\nsecond\nquar ter\nin\nthe\nr ow .\nW e \u2019v e\nseen\nthat\ntr ansition\nexpect\nQ4\nt o\nbe\ne v en\nmor e\nof\nthat.\nAnd\nthen\nwe \u2019", "start_char_idx": 1009, "end_char_idx": 2039, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "891d3dfa-cba6-46ed-9ca7-89cfba061d27": {"__data__": {"id_": "891d3dfa-cba6-46ed-9ca7-89cfba061d27", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a556d174-146a-46d8-8037-0d6d481b4425", "node_type": "4", "metadata": {"page_label": "25", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "33c7ab11f9140e3f5f35df717fd52f40e3cd78f03346ee8b85e382190c5a594b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1d67a2b6-d80d-41c9-bd60-017165365d75", "node_type": "1", "metadata": {"page_label": "25", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1b66b27f43207214f335def14112d43224d4e8c3c96d7fa372bda5cbb9dd932e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "70811940-ce1b-4977-aba8-b6b00bd1b5e7", "node_type": "1", "metadata": {}, "hash": "c03271e0bdfb267c45f6a1b0724839bf721ae220c6c5e0972d74f3547046ec28", "class_name": "RelatedNodeInfo"}}, "hash": "0fd435f288200e22b31c08415ffc6ba4241206aa2858445e273c783af0786b73", "text": "v en\nmor e\nof\nthat.\nAnd\nthen\nwe \u2019 ll\nwait\nand\nsee\nhow\nthe\nsecond\nhalf\nof\nthe\ny ear\nshapes\nup.\nK eith\nBachman\nOka y .\nMany\nthanks.\nCongr atulations.\nA my\nHood\nThank\ny ou.", "start_char_idx": 2006, "end_char_idx": 2175, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "70811940-ce1b-4977-aba8-b6b00bd1b5e7": {"__data__": {"id_": "70811940-ce1b-4977-aba8-b6b00bd1b5e7", "embedding": null, "metadata": {"title": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript", "period": "Q3 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q3", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "ba6260a9-c420-41fb-a6a0-db83e2a2a7e6", "node_type": "4", "metadata": {"page_label": "26", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "55b26b232a2f253d482f316bb96dbc1137abc3bff5a19cfef4da7a6c65a8ad75", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "891d3dfa-cba6-46ed-9ca7-89cfba061d27", "node_type": "1", "metadata": {"page_label": "25", "file_name": "Microsoft's (MSFT) CEO Satya Nadella on Q3 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0fd435f288200e22b31c08415ffc6ba4241206aa2858445e273c783af0786b73", "class_name": "RelatedNodeInfo"}}, "hash": "c03271e0bdfb267c45f6a1b0724839bf721ae220c6c5e0972d74f3547046ec28", "text": "Br ett\nIv ersen\nThanks,\nK eith.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y \u2019 s\nearnings\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y ,\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nA my\nHood\nThanks,\ne v er y one.\nSaty a\nNadella\nThank\ny ou,\ne v er y one.\nOper at or\nLadies\nand\ngentlemen,\nthis\nwill\nconclude\nt oda y \u2019 s\nteleconf er ence.\nOnce\nagain,\nwe\nthank\ny ou\nfor\ny our\npar ticipation\nand\ny ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.", "start_char_idx": 0, "end_char_idx": 444, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "95c08946-f90f-40e9-877d-8cb0029141ce": {"__data__": {"id_": "95c08946-f90f-40e9-877d-8cb0029141ce", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "752e12e6-8e29-49d5-ac42-3284269ec989", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "316f10b95cf6e6fb4e92e12ae4178cf6102aad912384446db5fc771f4ac34699", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d593cf84-94f4-449a-b03c-4e35e15453c8", "node_type": "1", "metadata": {}, "hash": "f99bc80d81ef757da3f0d8bf2d84f56daccf8786d0de8085d59f181d324429ef", "class_name": "RelatedNodeInfo"}}, "hash": "3eb40aa571de50f08eb2eb4c30c2f8e1f45ba848a771c89eb04250940f9429f5", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ2\n2022\nEarnings\nConf er ence\nCall\nJanuar y\n25,\n2022\n5:30\nPM\nE T\nCompany\nP ar ticipants\nBr ett\nIv ersen\n-\nGener al\nManager\nand\nInv est or\nRelations\nSaty a\nNadella\n-\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer\nAmy\nHood\n-\nChief\nFinancial\nO\ufb03cer\nAlice\nJolla\n-\nChief\nAccounting\nO\ufb03cer\nK eith\nDolliv er\n-\nDeputy\nGener al\nCounsel\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n-\nMor gan\nStanle y\nMark\nMoer dler\n-\nSanfor d\nC.\nBernstein\nBr ent\nThill\n-\nJeff eries\nKarl\nK eirstead\n-\nUBS\nPhil\nWinslow\n-\nCr edit\nSuisse\nBr ad\nZ elnick\n-\nDeutsche\nBank\nRishi\nJaluria\n-\nRBC\nCapital\nMark ets\nOper at or\nGr eetings,\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2022\nSecond\nQuar ter\nEarnings\nConf er ence\nCall.\nA t\nthis\ntime,\nall\npar ticipants\nar e\nin\na\nlisten-only\nmode.\nA\nquestion-and-answer\nsession\nwill\nfollow\nthe\nformal\npr esentation.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nIt\nis\nnow\nmy\npleasur e\nt o\nintr oduce\ny our\nhost,\nBr ett\nIv ersen,\nGener al\nManager ,\nInv est or\nRelations.\nThank\ny ou.\nY ou\nma y\nbegin.\nBr ett\nIv ersen", "start_char_idx": 0, "end_char_idx": 1089, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d593cf84-94f4-449a-b03c-4e35e15453c8": {"__data__": {"id_": "d593cf84-94f4-449a-b03c-4e35e15453c8", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "542c5da6-1845-4ad1-b5fb-0c21f3ddac2d", "node_type": "4", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "98b313745c74590de8e88ec4d077807a4f80e83058bbd6ad5e0c8fd68a2bb2ad", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "95c08946-f90f-40e9-877d-8cb0029141ce", "node_type": "1", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3eb40aa571de50f08eb2eb4c30c2f8e1f45ba848a771c89eb04250940f9429f5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "61a5cd44-9a28-4830-957f-d789dfdb3f4a", "node_type": "1", "metadata": {}, "hash": "fc14949f2fb19e62db1e6beb9fb551404d70a93097faddf1e7003bd208dab6a9", "class_name": "RelatedNodeInfo"}}, "hash": "f99bc80d81ef757da3f0d8bf2d84f56daccf8786d0de8085d59f181d324429ef", "text": "Good\nafternoon,\nand\nthank\ny ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nand\nChief\nEx ecutiv e\nO\ufb03cer;\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer;\nAlice\nJolla,\nChief\nAccounting\nO\ufb03cer;\nand\nK eith\nDolliv er ,\nDeputy\nGener al\nCounsel.\nOn\nthe\nMicr osoft\nInv est or\nRelations\nwebsite,\ny ou\ncan\n\ufb01nd\nour\nearnings\npr ess\nr elease\nand\n\ufb01nancial\nsummar y\nslide\ndeck,\nwhich\nis\nintended\nt o\nsupplement\nour\npr epar ed\nr emarks\nduring\nt oda y ' s\ncall\nand\npr o vides\nthe\nr econciliation\nof\ndiff er ences\nbetween\nGAAP\nand\nnon-GAAP\n\ufb01nancial\nmeasur es.\nUnless\nother wise\nspeci\ufb01ed,\nwe\nwill\nr ef er\nt o\nnon-GAAP\nmetrics\non\nthe\ncall.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nsubstitute\nfor ,\nor\nsuperior\nt o,\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\ncompany ' s\nsecond\nquar ter\nper formance\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak", "start_char_idx": 0, "end_char_idx": 1059, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "61a5cd44-9a28-4830-957f-d789dfdb3f4a": 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"file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f99bc80d81ef757da3f0d8bf2d84f56daccf8786d0de8085d59f181d324429ef", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "badf532a-72fc-4802-9fee-8a692e949f97", "node_type": "1", "metadata": {}, "hash": "846857ac85d7c4c7b083cf974898898de9d6df77690f95830f1d91931287b0b2", "class_name": "RelatedNodeInfo"}}, "hash": "fc14949f2fb19e62db1e6beb9fb551404d70a93097faddf1e7003bd208dab6a9", "text": "esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear ,\nunless\nother wise\nnoted.\nW e\nwill\nalso\npr o vide\ngr owth\nr ates\nin\nconstant\ncurr ency\nwhen\na v ailable\nas\na\nfr amework\nfor\nassessing\nhow\nour\nunderlying\nbusinesses\nper formed\nex cluding\nthe\neff ect\nof\nfor eign\ncurr ency\nr ate\n\ufb02uctuations.\nOur\ngr owth\nr ates\nar e\nthe\nsame\nin\nconstant\ncurr ency ,\nwe\nwill\nr ef er\nt o\nthe\ngr owth\nr ate\nonly .\nW e\nwill\npost\nour\npr epar ed\nr emarks\nt o\nour\nwebsite\nimmediately\nfollowing\nthe\ncall\nuntil\nthe\ncomplete\ntr anscript\nis\na v ailable.\nT oda y ' s\ncall\nis\nbeing\nwebcast\nliv e\nand\nr ecor ded.\nIf\ny ou\nask\na\nquestion,\nit\nwill\nbe\nincluded\nin\nour\nliv e\ntr ansmission,\nin\nthe\ntr anscript\nand\nin\nany\nfutur e\nuse\nof\nthe\nr ecor ding.\nY ou\ncan\nr epla y\nthe\ncall\nand\nview\nthe\ntr anscript\non\nthe\nMicr osoft\nInv est or\nRelations\nwebsite.\nDuring\nthis\ncall,\nwe\nwill\nbe\nmaking\nfor war d-looking\nstatements,\nwhich\nar e\npr edictions,\npr ojections\nor\nother\nstatements\nabout\nfutur e\ne v ents.\nThese\nstatements\nar e\nbased\non\ncurr ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt", "start_char_idx": 1021, "end_char_idx": 2134, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": 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"node_type": "1", "metadata": {"page_label": "2", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "fc14949f2fb19e62db1e6beb9fb551404d70a93097faddf1e7003bd208dab6a9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7c9a6bcb-90a2-410b-9f3d-0ebc3b4b85fe", "node_type": "1", "metadata": {}, "hash": "6dd42283a74582b920f974eb635aa7737b97073fe60d8af529f72be10a534852", "class_name": "RelatedNodeInfo"}}, "hash": "846857ac85d7c4c7b083cf974898898de9d6df77690f95830f1d91931287b0b2", "text": "ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt o\nrisks\nand\nuncer tainties.\nActual\nr esults\ncould\nmaterially\ndiff er\nbecause\nof\nfact ors\ndiscussed\nin\nt oda y ' s\nearnings\npr ess\nr elease\nand\nthe\ncomments\nmade\nduring\nthis\nconf er ence\ncall\nand\nin\nthe\nRisk\nF act ors\nsection\nof\nour\nF orm\n10-K,\nF orms\n10-Q\nand\nother\nr epor ts\nand\n\ufb01lings\nwith\nthe\nSecurities\nand\nEx change\nCommission.\nW e\ndo\nnot\nunder tak e\nany\nduty\nt o\nupdate\nany\nfor war d-looking\nstatement.\nAnd\nwith\nthat,\nI'll\nturn\nthe\ncall\no v er\nt o\nSaty a.\nSaty a\nNadella\nThank\ny ou,\nBr ett.\nIt\nwas\na\nr ecor d\nquar ter ,\ndriv en\nb y\ncontinued\nstr ength\nof\nthe\nMicr osoft\nCloud,\nwhich\nsurpassed\n$22\nbillion\nin\nr e v enue,\nup\n32%\ny ear-o v er-y ear .\nW e\nar e\nliving", "start_char_idx": 2082, "end_char_idx": 2804, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7c9a6bcb-90a2-410b-9f3d-0ebc3b4b85fe": {"__data__": {"id_": "7c9a6bcb-90a2-410b-9f3d-0ebc3b4b85fe", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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"9550dd06b869d9ae2a4b2c51c7366f698d25beedf9ee1768868257d13d4f264a", "class_name": "RelatedNodeInfo"}}, "hash": "6dd42283a74582b920f974eb635aa7737b97073fe60d8af529f72be10a534852", "text": "thr ough\na\ngener ational\nshift\nin\nour\neconomy\nand\nsociety .\nDigital\ntechnology\nis\nthe\nmost\nmalleable\nr esour ce\nat\nthe\nworld' s\ndisposal\nt o\no v er come\nconstr aints\nand\nr eimagine\ne v er y da y\nwork\nand\nlif e.\nW e\nar e\ninno v ating\nand\nexpanding\nour\nentir e\npor tfolio\nacr oss\nconsumer\nand\ncommer cial\nsegments\nt o\nhelp\npeople\nand\nor ganizations\nthriv e\nin\nthis\nnew\ner a.\nNow\nI'll\nhighlight\nexamples,\nstar ting\nwith\nA zur e.\nAs\ne v er y\ncompany\nbecomes\na\ndigital\ncompany ,\nthe y\nwill\nneed\na\ndistributed\ncomputing\nfabric\nt o\nbuild,\nmanage,\nsecur e\nand\ndeplo y\napplications\nanywher e.\nW e\nha v e\nmor e\ndata\ncenter\nr egions\nthan\nany\nother\npr o vider ,\ndeliv ering\nfast\naccess\nt o\ncloud\nser vices\nwhile\nmeeting\ndata\nr esiliency\nr equir ements.\nW e 'r e\nextending\nour\ninfr astructur e\nt o\nthe\n5G\nnetwork\nedge,\nhelping\noper at ors\nand\nenterprises\ncr eate\nnew\nbusiness\nmodels\nand\ndeliv er\nultr a-low\nlatency\nser vices\ncloser\nt o\nthe\nend\nuser .\nA T&T ,\nfor\nexample,\nis\nbringing\nt ogether\nits\n5G\nnetwork\nwith\nour\ncloud\nser vices\nt o\nhelp\nGener al\nMot ors\ndeliv er\nnext-gener ation\nconnected\nv ehicle\nsolutions\nt o\ndriv ers.\nOur\nA zur e\nAr c\ncust", "start_char_idx": 0, "end_char_idx": 1137, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cb79240d-78fe-40c1-95d8-b6231e129efb": {"__data__": {"id_": "cb79240d-78fe-40c1-95d8-b6231e129efb", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", 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{"node_id": "17f16620-d85d-44ec-92a9-5ce908fef3a1", "node_type": "1", "metadata": {}, "hash": "cc7907bb0258b143fb828f61d7e2af02c974a8b9a5a96796e8f375d0e0fef128", "class_name": "RelatedNodeInfo"}}, "hash": "9550dd06b869d9ae2a4b2c51c7366f698d25beedf9ee1768868257d13d4f264a", "text": "o\ndriv ers.\nOur\nA zur e\nAr c\ncust omer\nbase\nhas\ntripled\ny ear-o v er-y ear .\nW e\nar e\nnow\nhelping\nthousands\nof\nor ganizations\nfr om\nBP\nt o\nRabobank\nunify\ntheir\non-pr emise,\nhybrid\nand\nmulti-cloud\ninfr astructur e.\nAnd\nas\nthe\ndigital\nand\nphysical\nworlds\ncome\nt ogether ,\nwe\nar e\nseeing\nr eal\nenterprise\nmeta v erse\nusage,\nfr om\nsmar t\nfact ories\nt o\nsmar t\nbuildings\nt o\nsmar t\ncities,\nwe\nar e\nhelping\nor ganizations\nuse\nthe\ncombination\nof\nA zur e\nIoT ,\nDigital\nT wins\nand\nMesh\nt o\nhelp\ndigitiz e\npeople,\nplaces\nand\nthings\nin\nor der\nt o\nvisualiz e,\nsimulate\nand\nanalyz e\nany\nbusiness\npr ocess.\nE colab,\nfor\nexample,\nis\nusing\nthese\nt ools\nt o\nbuild\nits\nown\nplatform\nt o\nmodel\nand\noptimiz e\nwater\nmanagement.\nAcr oss\nA zur e,\nwe\nar e\nseeing\ngr owing\nadoption\nacr oss\ne v er y\nsect or .\nCVS\nHealth,\nJohnson\n&\nJohnson\nMedical\nDe vices,\nK yndr yl\nand\nW ells\nF ar go\nall\nchose\nour\ncloud\nas\ntheir\npr ef err ed\npr o vider\nthis\nquar ter .\nNow\non\nt o\ndata.\nF r om\nbest-in-class\ndatabases\nand\nanalytics\nt o\nAI\nand\ndata\ngo v ernance,\nwe\nha v e\nthe\nmost\ncompr ehensiv e\ndata\nstack\nt o\nhelp\ne v er y\nor ganization\nturn\nits\ndata\nint", "start_char_idx": 1104, "end_char_idx": 2220, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "17f16620-d85d-44ec-92a9-5ce908fef3a1": {"__data__": {"id_": "17f16620-d85d-44ec-92a9-5ce908fef3a1", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella 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"9550dd06b869d9ae2a4b2c51c7366f698d25beedf9ee1768868257d13d4f264a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "40eed847-57db-43f2-bce6-da848be1a785", "node_type": "1", "metadata": {}, "hash": "379cf78ee2b3a696c438b2dfad6f62aeaf258a2b5442adc712f74d9412f47b01", "class_name": "RelatedNodeInfo"}}, "hash": "cc7907bb0258b143fb828f61d7e2af02c974a8b9a5a96796e8f375d0e0fef128", "text": "o\nhelp\ne v er y\nor ganization\nturn\nits\ndata\nint o\npr edictiv e\nand\nanalytical\npower .\nCosmos\nDB\nis\nthe\ndatabase\nof\nchoice\nfor\ncloud-nativ e\napp\nde v elopment\nat\nany\nscale.\nData\nv olumes\nand\ntr ansactions\nincr eased\no v er\n100%\ny ear-o v er-y ear .\nWith\nA zur e\nSynapse,\nwe\nar e\nr emo ving\ntr aditional\nbarriers\nbetween\nenterprise\ndata\nwar ehousing\nand\nbig\ndata\nanalytics,\nso\nany one\ncan\ncollabor ate,\nbuild\nand\nmanage\nanalytics\nsolutions.\nData\ngo v ernance\nis\nemer ging\nas\nan\nimpor tant\nand\ngr owing", "start_char_idx": 2173, "end_char_idx": 2672, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "40eed847-57db-43f2-bce6-da848be1a785": {"__data__": {"id_": "40eed847-57db-43f2-bce6-da848be1a785", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "94fa1c26-46b7-42dd-96cc-266298d9fef5", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "78e183388bb4d6e78728bb587c22c496264967ffd98cbf24e96ffc7961037630", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "17f16620-d85d-44ec-92a9-5ce908fef3a1", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "cc7907bb0258b143fb828f61d7e2af02c974a8b9a5a96796e8f375d0e0fef128", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8b5b2824-803f-4f39-b0d1-ee9905f6cf8f", "node_type": "1", "metadata": {}, "hash": "787c43356674454ce6cf4434f65bbbcc97fec6c16ac8a2c9076094452373bdbe", "class_name": "RelatedNodeInfo"}}, "hash": "379cf78ee2b3a696c438b2dfad6f62aeaf258a2b5442adc712f74d9412f47b01", "text": "categor y .\nAnd\nA zur e\nPur view\nis\nleading\nher e,\nhelping\nthousands\nof\nor ganizations\nachie v e\na\nmor e\ncomplete\nunderstanding\nof\ntheir\ndata\nestate.\nIn\nAI,\nwe\nha v e\none\nof\nthe\nmost\npower ful\nsuper computers\nin\nthe\ncloud,\nand\nwe 'r e\nusing\nit\nnot\nonly\nt o\ntr ain\nnew\nmodels,\nbut\nt o\ndeliv er\nthem\nas\nplatforms\nt o\nour\ncust omers.\nOur\nnew\nA zur e\nOpenAI\nSer vice\nis\nin\npr e view\nand\nthat\nbrings\nt ogether\nadv anced\nlanguage\nmodels\nwith\nthe\nenterprise\ncapabilities\nof\nA zur e.\nGitHub\nCopilot\nis\nusing\nthis\ncapability\nt o\nhelp\nde v elopers\nwrite\nbetter\ncode.\nMor e\nbr oadly ,\nwe\ncontinue\nt o\nsee\nstr ong\nusage\nacr oss\nour\nCognitiv e\nSer vices,\nwith\no v er\n30\nmillion\nhours\nof\nspeech\ntr anscribed\nlast\nquar ter ,\nup\nnearly\n2x\ncompar ed\nt o\na\ny ear\nago.\nNow\nt o\nde v elopers.\nF r om\nGitHub\nt o\nVisual\nStudio,\nt o\nA zur e\nP aaS\nser vices,\nwe\nha v e\nthe\nmost\npopular\nt ools\nt o\nhelp\ne v er y\nde v eloper\ngoing\nfr om\nidea\nt o\ncode\nand\ncode\nt o\ncloud.\nAs\ncompanies\nprioritiz e\nembedding\nsecurity\nint o\ntheir\nde v elopers\u2019\nwork\ufb02ow ,\nwe \u2019r e\ninv esting\nacr oss\nGitHub\nt o\nsecur e\nopen\nsour ce.\nIncr easingly ,\ne v er y\nDe", "start_char_idx": 0, "end_char_idx": 1111, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8b5b2824-803f-4f39-b0d1-ee9905f6cf8f": {"__data__": {"id_": "8b5b2824-803f-4f39-b0d1-ee9905f6cf8f", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "94fa1c26-46b7-42dd-96cc-266298d9fef5", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on 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y\nand\nMer cari,\nas\nwell\nas\nestablished\ncompanies\nlik e\n3M\nand\nBosch.\nAnd\nor ganizations\nar e\nincr easingly\nturning\nt o\nboth\nVisual\nStudio\nand\nour\nP aaS\nser vices,\nlik e\nContainer\nApps\nand\nChaos\nStudio,\nt o\nstr eamline\nde v elopment\nand\nbuild\nmodern,\nmor e\nr esilient\ncloud-nativ e\napplications.\nNow ,\nt o\nP ower\nPlatform.\nLow\ncode/no-code\nt ools\nar e\nr apidly\nbecoming\na\npriority\nfor\ne v er y\nor ganization \u2019 s\ndigital\ncapability\nbuilding.\nW e \u2019r e\ninno v ating\nt o\nhelp\nor ganizations\nlik e\nAirbus,\nCentrica,\nand\nJohnson\nContr ols\nr apidly\nscale\ntheir\nuse\nof\nP ower\nPlatform,\nusing\nend-t o-end\nsuite\nt o\naut omate\nwork\ufb02ows,\ncr eate\napplications,\nbuild\nvir tual\nagents,\nand\nanalyz e\ndata.\nA t\nH&M,\nmor e\nthan\n30,000\nemplo y ees\nha v e\nused\nP ower\nPlatform\nt o\ndriv e\npr oductivity\ngains.\nThe y \u2019v e\ncr eated\nmor e\nthan\n1,500\napplications,\n\ufb02ows,\nand\ndashboar ds\nt o\ndate,\nfor\ne v er ything\nfr om\nmanaging\no\ufb03ce\ncapacity\nt o\ntr", "start_char_idx": 1068, "end_char_idx": 2173, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9f5350a1-4610-49bf-9604-5fa1c4a93a18": {"__data__": {"id_": "9f5350a1-4610-49bf-9604-5fa1c4a93a18", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "94fa1c26-46b7-42dd-96cc-266298d9fef5", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "78e183388bb4d6e78728bb587c22c496264967ffd98cbf24e96ffc7961037630", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8b5b2824-803f-4f39-b0d1-ee9905f6cf8f", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "787c43356674454ce6cf4434f65bbbcc97fec6c16ac8a2c9076094452373bdbe", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8353c06b-930f-4a1b-bcb2-385cf9870baf", "node_type": "1", "metadata": {}, "hash": "252b0e77e8505bba7b2b742cf8b7006f0e98a94e8dc218eae385504a25af0aae", "class_name": "RelatedNodeInfo"}}, "hash": "f8e1c7cd9f0cc67da3e15d4d88419e54ab121776eceab648f742d2864ae67c66", "text": "om\nmanaging\no\ufb03ce\ncapacity\nt o\ntr acking\nteam\ngoals.\nAnd,\nat\nKr oger ,\nmor e\nthan\n420,000\nassociates\nar e\nusing\nour\nReturn\nt o\nW orkplace\nsolution,\nwhich\nis\nbuilt\non\nP ower\nPlatform,\nt o\nv erify\ntheir\nhealth\nand\nv accination\nstatus.\nNow ,\non\nt o\nDynamics\n365.\nT o\ncounter\ndemand\nshocks\nand\nsupply\nconstr aints\nin\nthis\neconomy ,\ne v er y\nbusiness\nwill\nneed\nt o\nbecome\na\nhyper connected\nbusiness,\nunifying\ndata,\npr ocess,\nand\nteams\nacr oss\nthe\nor ganization.", "start_char_idx": 2141, "end_char_idx": 2596, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8353c06b-930f-4a1b-bcb2-385cf9870baf": {"__data__": {"id_": "8353c06b-930f-4a1b-bcb2-385cf9870baf", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8767c1c7-c63f-4f91-8a49-a319c5cb268d", "node_type": "4", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3aa760c3a527a56645719f4c72d40e9b11eea223514de4797a470b5d325b18bf", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9f5350a1-4610-49bf-9604-5fa1c4a93a18", "node_type": "1", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f8e1c7cd9f0cc67da3e15d4d88419e54ab121776eceab648f742d2864ae67c66", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4c6aba39-ba5f-433a-800c-faf5389d48cb", "node_type": "1", "metadata": {}, "hash": "6f83cf28b7ed6cdbe7c63c418321a764cd8f6f671706672adc937d17bdf380f6", "class_name": "RelatedNodeInfo"}}, "hash": "252b0e77e8505bba7b2b742cf8b7006f0e98a94e8dc218eae385504a25af0aae", "text": "Acr oss\nDynamics\n365,\nwe\ncontinue\nt o\ntak e\nshar e,\nas\ncompanies\nturn\nt o\nour\nexpanding\npor tfolio\nof\nbusiness\napplications\nt o\naddr ess\nthese\nand\nother\nchallenges.\nWith\nDynamics\n365\nConnected\nSpaces,\nwe\nar e\ncr eating\na\nnew\nsoftwar e\ncategor y\nt o\nhelp\nor ganizations\nmanage\nphysical\noper ations\nacr oss\ndiv erse\nindustries,\nfr om\nr eal\nestate,\nt o\nr etail,\nt o\nfact ories,\nand\nconstruction.\nCompanies\nlik e\nChipotle\nand\nHome\nDepot\nar e\nr elying\non\nour\nnew\nCust omer\nExperience\nPlatform\nt o\ntak e\ncontr ol\nof\ntheir\ndata,\nconnecting\ncust omer\nt ouchpoints\nt o\ndeliv er\nmor e\npersonaliz ed\nexperiences.\nDaimler\nT rucks\nNor th\nAmerica\nis\nusing\nDynamics\n365\nSupply\nChain\nInsights\nt o\npr eempt\nsupply\nchain\nissues.\nAnd,\njust\ny ester da y ,\nwe\nannounced\na\nnew\nLogistics\nas\na\nSer vice\noff ering\nwith\nF edEx,\ncombining\ndata\nand\ninsights\nfr om\nthe\ncompany \u2019 s\nnetwork\nwith\nDynamics\n365\nt o\nhelp\nbr ands\nbetter\nful\ufb01ll,\nship,\nand\nser vice\ncust omer\nor ders.\nNow ,\non\nt o\nindustr y\nsolutions.\nJust\no v er\na\ny ear\nago,\nwe\nintr oduced\nour\n\ufb01rst\nindustr y\ncloud\noff ering,\nbringing\nt ogether\nindustr y-speci\ufb01c\ncust omizations\nwith\nour\nentir e\nstack\nt o\nhelp\ncust omers\nimpr o v", "start_char_idx": 0, "end_char_idx": 1162, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4c6aba39-ba5f-433a-800c-faf5389d48cb": {"__data__": {"id_": "4c6aba39-ba5f-433a-800c-faf5389d48cb", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call 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"252b0e77e8505bba7b2b742cf8b7006f0e98a94e8dc218eae385504a25af0aae", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "45daf58d-c8f4-4027-9055-b1d7526bf2c9", "node_type": "1", "metadata": {}, "hash": "fd9f06a02c47200af3657cbfc128d416b2e24c8bf7df3f9b7c64f395f398887b", "class_name": "RelatedNodeInfo"}}, "hash": "6f83cf28b7ed6cdbe7c63c418321a764cd8f6f671706672adc937d17bdf380f6", "text": "e\nstack\nt o\nhelp\ncust omers\nimpr o v e\ntime\nt o\nv alue,\nincr ease\nagility ,\nand\nlower\ncosts.\nW e\nnow\nha v e\nsix\nindustr y\nclouds,\nand\nthe y \u2019r e\ndriving\nsigni\ufb01cant\nincr eases\nin\nusage\nacr oss\nthe\nMicr osoft\nCloud.\nOur\nCloud\nfor\nRetail\nwas\nfr ont\nand\ncenter\nat\nNRF ,\nwith\nr etailers\nfr om\nAhold\nDelhaiz e\nand\nGNC\nar e\nsharing\nhow\nthe y \u2019r e\nusing\nour\nsolutions\nt o\ndeliv er\nseamless\ncust omer\nexperiences.\nOur\nCloud\nfor\nSustainability\nuni\ufb01es\ndata\nt o\nhelp\ncust omers\nr ecor d,\nr epor t,\nand\nr educe\ntheir\ncarbon\nemissions.\nIndustr y\nleaders,\nincluding\nNissan\nMot or ,\nar e\nturning\nt o\nthe\noff ering\nt o\nhelp\nmeet\nsustainability\ngoals.\nNow ,\non\nt o\nLink edIn.\nW e\nar e\nexperiencing\na\nGr eat\nReshu\ufb04e\nacr oss\nthe\nlabor\nmark et,\nas\nmor e\npeople\nin\nmor e\nplaces\nthan\ne v er\nr ethink\nhow ,\nwher e,\nand\nwhy\nthe y\nwork.\nIn\nthis\nnew\neconomy ,\nLink edIn\nhas\nbecome\nmission\ncritical\nt o\nconnect\ncr eat ors\nwith\ntheir\ncommunities,\njob\nseek ers\nwith\nemplo y ers,\nlearners\nwith\nskills,\nand\nsellers\nwith\nbuy ers.", "start_char_idx": 1126, "end_char_idx": 2122, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "45daf58d-c8f4-4027-9055-b1d7526bf2c9": {"__data__": {"id_": "45daf58d-c8f4-4027-9055-b1d7526bf2c9", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b07bd530-cb80-423d-8b70-1bcb7c0d5733", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "440b6dc1820403bb6d967f1ef9ab112bc4171f474c996703626721abc6334075", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4c6aba39-ba5f-433a-800c-faf5389d48cb", "node_type": "1", "metadata": {"page_label": "5", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6f83cf28b7ed6cdbe7c63c418321a764cd8f6f671706672adc937d17bdf380f6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f3125afe-b984-4918-a897-f9100260afbf", "node_type": "1", "metadata": {}, "hash": "6f97bb6dadd3ca1ec5bc597753f471102661e8c02f2d5546fa86ed12624d96d1", "class_name": "RelatedNodeInfo"}}, "hash": "fd9f06a02c47200af3657cbfc128d416b2e24c8bf7df3f9b7c64f395f398887b", "text": "Last\nquar ter ,\nwe\nonce\nagain\nsaw\nr ecor d\nengagement.\nAnd\nLink edIn\nhas\nbecome\none\nof\nthe\nworld\u2019 s\nlar gest\nplatforms\nfor\npr of essional\ne v ents,\nwith\nmor e\nthan\n24,000\ne v ents\ncr eated\nand\n1.5\nmillion\nRSVPs\neach\nweek.\nCon\ufb01rmed\nhir es\nwer e\nup\n110%\ny ear-o v er-y ear ,\nand\nwe\nadded\nt ools\nt o\nmak e\nit\neasier\nt o\ndisco v er\nopen\nr oles\nthat\nalign\nwith\nhow\nand\nwher e\npeople\nwant\nt o\nwork.\nWith\nentr epr eneurship\non\nthe\nrise,\nour\nnew\nSer vice\nMark etplace\nhas\nhelped\nnearly\n3\nmillion\nfr eelancers\nand\nsmall\nbusinesses\ndisco v er\nnew\nclients.\nW e\nalso\nsaw\nstr ong\ngr owth\nin\nLink edIn\nSales\nSolutions,\nwhich\nsurpassed\n$1\nbillion\nin\nr e v enue\no v er\nthe\npast\n12\nmonths\nfor\nthe\n\ufb01rst\ntime.\nOur\nSales,\nT alent,\nMark eting,\nand\nPr emium\nSubscriptions\nlines\nof\nbusiness\nha v e\nnow\nall\nr eached\nthis\nmilest one.\nNow ,\non\nt o\nMicr osoft\n365\nand\nT eams.\nE v er y\nor ganization\nt oda y\nneeds\na\ndigital\nfabric\nt o\nconnect\nand\nempower\ne v er y one\ninside\nand\noutside\nthe\nor ganization,\nfr om\nknowledge\nand\nfr ontline\nwork ers\nt o\ncust omers\nand\npar tners.\nA", "start_char_idx": 0, "end_char_idx": 1049, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f3125afe-b984-4918-a897-f9100260afbf": {"__data__": {"id_": "f3125afe-b984-4918-a897-f9100260afbf", "embedding": null, "metadata": {"title": 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Transcript.pdf"}, "hash": "fd9f06a02c47200af3657cbfc128d416b2e24c8bf7df3f9b7c64f395f398887b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "84d9c20e-b7f6-4580-8c8f-b623ceee9237", "node_type": "1", "metadata": {}, "hash": "b32d40afa0ccf334ddabdf3cf3350f940a82b0a52f51aeef75bcc0ba156cb3a7", "class_name": "RelatedNodeInfo"}}, "hash": "6f97bb6dadd3ca1ec5bc597753f471102661e8c02f2d5546fa86ed12624d96d1", "text": "ontline\nwork ers\nt o\ncust omers\nand\npar tners.\nA t\nthe\ncenter\nof\nthis\ndigital\nfabric\nis\nT eams,\nwhich\nsurpassed\n270\nmillion\nmonthly\nactiv e\nusers\nthis\nquar ter .\nOr ganizations\nar e\nusing\nT eams\nt o\nrun\ntheir\nbusiness\nwith\ncollabor ativ e\napplications\nthat\nbring\nbusiness\npr ocess\ndata\nright\nint o\nthe\n\ufb02ow\nof\nwork.\nMonthly\nusage\nof\nthir d-par ty\napplications\nand\ncust om-built\nsolutions\nhas\ngr own\n10x\nin\nthe\nlast\ntwo\ny ears,\nwith\nnew\nand\nupdated\napps\nthis\nquar ter\nfr om\nA tlassian,\nMonda y .com,\nSAP ,\nand\nW ork da y .\nUnited\nAirlines\nis\nusing\nbots\nwithin\nT eams\nt o\ncr eate\ntighter\nconnections\nbetween\noper ations\nand\n\ufb02ight\ncr ews.\nAnd\nMarks\n&\nSpencer\nused\nP ower\nApps\nand\nT eams\nt o\nstr eamline\ninternal\nhelp\ndesk\nr equests.\nAs\nhybrid\nwork\nbecomes\nthe\nnorm,\ne v er y\nor ganization\nwill\nneed\nt o\nr ethink\ntheir\nappr oach\nt o\nspace.\nWith\nT eams\nRooms,\nwe \u2019r e\nbringing\nT eams\nt o\na\ngr owing\necosystem\nof\nde vices\nt o\nhelp\npeople\nsta y\nconnected\nand\npar ticipate\nfully\nin\nmeetings\nfr om\nanywher e.\nThe\nnumber\nof\nactiv e\nT eams\nRooms\nde vices\nmor e\nthan\ndoubled\ny ear\no v er\ny ear .\nAnd\nwith\nMesh\nfor\nT eams,\nwe \u2019r", "start_char_idx": 1001, "end_char_idx": 2115, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "84d9c20e-b7f6-4580-8c8f-b623ceee9237": {"__data__": {"id_": "84d9c20e-b7f6-4580-8c8f-b623ceee9237", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b07bd530-cb80-423d-8b70-1bcb7c0d5733", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "440b6dc1820403bb6d967f1ef9ab112bc4171f474c996703626721abc6334075", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f3125afe-b984-4918-a897-f9100260afbf", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6f97bb6dadd3ca1ec5bc597753f471102661e8c02f2d5546fa86ed12624d96d1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1104edb8-0ba6-48d9-8fbb-25cc93c6a0f3", "node_type": "1", "metadata": {}, "hash": "e3454dd163106b091e2b3ecbfe7aa4869fedb33e44313a0b994cb0c2f0da3d97", "class_name": "RelatedNodeInfo"}}, "hash": "b32d40afa0ccf334ddabdf3cf3350f940a82b0a52f51aeef75bcc0ba156cb3a7", "text": "er\ny ear .\nAnd\nwith\nMesh\nfor\nT eams,\nwe \u2019r e\nbringing\nthe\nmeta v erse\nt o\nT eams,\nhelping\nemplo y ees\nat\nor ganizations\nlik e\nAccentur e\naccess\na\nshar ed\nimmersiv e\nexperience\nwher e\nthe y\ncan\nha v e\nwater cooler-type\nconv ersations,\nand\ne v en\nwhiteboar ding\nsessions.\nT eams\nis\nr apidly\nbecoming\nthe\nstandar d\nfor\nuni\ufb01ed\ncommunications.\nOv er\n90%\nof\nF or tune\n500\ncompanies\nused\nT eams\nPhone\nthis\nquar ter ,\nand\nwe\ncontinue\nt o\ntak e\nshar e", "start_char_idx": 2073, "end_char_idx": 2515, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1104edb8-0ba6-48d9-8fbb-25cc93c6a0f3": {"__data__": {"id_": "1104edb8-0ba6-48d9-8fbb-25cc93c6a0f3", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b649b502-6a7c-4aa9-ae20-09d80ef1cec7", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0f3ae6f6744ad7281cb34f07e93e5813d461870688c18cbf9a0f8eab2e73f267", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "84d9c20e-b7f6-4580-8c8f-b623ceee9237", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "b32d40afa0ccf334ddabdf3cf3350f940a82b0a52f51aeef75bcc0ba156cb3a7", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ac2152f0-5435-4ce2-b4e3-248d85dd8c88", "node_type": "1", "metadata": {}, "hash": "96c95343ba8c50e2c201c54eb3335ceb4466ae0f752d1473e8e9834830043ce3", "class_name": "RelatedNodeInfo"}}, "hash": "e3454dd163106b091e2b3ecbfe7aa4869fedb33e44313a0b994cb0c2f0da3d97", "text": "acr oss\nPSTN\nand\nV OIP\nas\nor ganizations\nlik e\nBank\nof\nMontr eal,\nChe vr on,\nGener al\nMot ors,\nL VMH,\nand\nNetApp\nturn\nt o\nT eams\nt o\nmeet\ntheir\ninternal\nand\nexternal\ncollabor ation\nneeds.\nAll-up,\nwe \u2019r e\nseeing\nT eams\ngr owth\nin\ne v er y\nsegment,\nfr om\nfr ontline\nwork er\nusage\nup\n2x\ny ear-o v er-y ear .\nZ ebr a\nT echnologies\nwill\nbring\nT eams\nW alkie\nT alkie\ncommunication\nt o\nde vices\nused\nb y\nmillions\nof\nemplo y ees\non\nr etail\n\ufb02oors.\nAnd\nW almar t\nchose\nT eams\nfor\ntheir\nmor e\nthan\n2\nmillion\nfr ontline\nwork ers\nthis\nquar ter .\nAnd\nwe \u2019r e\nexpanding\nour\noppor tunity\nwith\nT eams\nEssentials,\nthe\n\ufb01rst\nstandalone\nT eams\noff ering\nspeci\ufb01cally\ndesigned\nt o\nmeet\nthe\nneeds\nof\nsmall\nbusinesses.\nIt\u2019 s\nearly\nda ys,\nbut\nwe \u2019r e\nalr eady\nencour aged\nb y\nstr ong\ndemand.\nWith\nMicr osoft\nViv a,\nwe \u2019r e\ncr eating\na\nnew\nemplo y ee\nexperience\ncategor y ,\ncombining\ncommunications,\nknowledge,\nlearning,\nr esour ces,\nand\ninsights\nt o\nhelp\npeople\nf eel\nconnected\nt o\nthe\ncompany \u2019 s\nmission\nand\ncultur e.\nNow\nbr oadly\na v ailable,\nViv a\nis\nbeing\nused\nb y\nmor e\nthan\n1,000\npaid\ncust", "start_char_idx": 0, "end_char_idx": 1070, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ac2152f0-5435-4ce2-b4e3-248d85dd8c88": {"__data__": {"id_": "ac2152f0-5435-4ce2-b4e3-248d85dd8c88", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b649b502-6a7c-4aa9-ae20-09d80ef1cec7", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0f3ae6f6744ad7281cb34f07e93e5813d461870688c18cbf9a0f8eab2e73f267", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1104edb8-0ba6-48d9-8fbb-25cc93c6a0f3", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e3454dd163106b091e2b3ecbfe7aa4869fedb33e44313a0b994cb0c2f0da3d97", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "aaa3a2f1-a3d5-4122-a727-1e251fe153e4", "node_type": "1", "metadata": {}, "hash": "79d76c341697f615233c8afa9eae6fd212daf6ae32715f4879976af514ee8f68", "class_name": "RelatedNodeInfo"}}, "hash": "96c95343ba8c50e2c201c54eb3335ceb4466ae0f752d1473e8e9834830043ce3", "text": "y\nmor e\nthan\n1,000\npaid\ncust omers\nincluding\nBlum,\nNationwide,\nand\nREI\nt o\nhelp\naddr ess\nchallenges\nlik e\nemplo y ee\nburnout\nand\nr etention.\nAll\nthis\ninno v ation\nis\ndriving\ngr owth\nacr oss\nMicr osoft\n365.\nF r om\nHeinek en\nt o\nHilt on,\nt o\nZ urich\nInsur ance,\nor ganizations\ncontinue\nt o\nchoose\nour\npr emium\nE5\noff erings\nfor\nadv anced\nsecurity ,\ncompliance,\nv oice,\nand\nanalytics.\nNow ,\non\nt o\nWindows.\nW e \u2019v e\nseen\na\nstructur al\nshift\nin\nPC\ndemand.\nMor e\nthan\ne v er ,\npeople\nar e\nturning\nt o\nPCs\nt o\nex er cise\ntheir\nagency\nand\nunleash\ntheir\ncr eativity ,\nwhether\nit\u2019 s\nmeeting\nin\nvir tual\nr eality\nor\nfor\nr emote\nwork,\nwriting\ncode\nor\ncollabor ating\nin\ndocuments,\nliv estr eaming\nvideo\nor\npla ying\ngames,\nor\nfor\ngr aphic\ndesign\nand\nengineering\ndesign.\nAs\nnew\nuse\ncases\nar e\nborn\ne v er y\nda y ,\nand\nexisting\nones\nsee\na\nr esur gence,\nwe \u2019r e\nexperiencing\na\nPC\nr enaissance,\nwith\nincr eases\nin\ntime\nspent\non\nPCs,\nand\nPCs\nper\nhousehold.\nThr ee\nmonths\nin,\nwe \u2019r e\ndelighted\nb y\nthe\nr esponse\nt o\nWindows\n11.\nW e \u2019r e\nseeing\nmor e\nusage\nintensity\nand\nhigher\nquality\nthan\npr e vious\nv ersions\nof\nour\noper", "start_char_idx": 1042, "end_char_idx": 2145, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "aaa3a2f1-a3d5-4122-a727-1e251fe153e4": {"__data__": {"id_": "aaa3a2f1-a3d5-4122-a727-1e251fe153e4", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b649b502-6a7c-4aa9-ae20-09d80ef1cec7", "node_type": "4", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0f3ae6f6744ad7281cb34f07e93e5813d461870688c18cbf9a0f8eab2e73f267", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ac2152f0-5435-4ce2-b4e3-248d85dd8c88", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "96c95343ba8c50e2c201c54eb3335ceb4466ae0f752d1473e8e9834830043ce3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "84b76215-bb00-47fc-a990-b291609c56bf", "node_type": "1", "metadata": {}, "hash": "3e0278d336e73cf598d2962c1b84bd9cb087a02d4dd9cf9d2566d670549f2166", "class_name": "RelatedNodeInfo"}}, "hash": "79d76c341697f615233c8afa9eae6fd212daf6ae32715f4879976af514ee8f68", "text": "e vious\nv ersions\nof\nour\noper ating\nsystem.\nAnd\nWindows\nt ook\nshar e\nthis\nquar ter .\nW e\nar e\ndeliv ering\nWindows\nin\nnew\nwa ys\nt o\nmeet\ne v olving\ncust omer\nneeds.\nThis\nquar ter ,\nwe\nintr oduced\nWindows\n11\nSE,\na\ncloud-\ufb01rst\noper ating\nsystem\npurpose-built\nfor\nschools.", "start_char_idx": 2116, "end_char_idx": 2383, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "84b76215-bb00-47fc-a990-b291609c56bf": {"__data__": {"id_": "84b76215-bb00-47fc-a990-b291609c56bf", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e3d71e15-c66e-44cc-80d2-1c3a7d77b726", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bee8c6a895e15d22fce9581c28b793344e925d1898a0680e9d7e8d07aa05d4a5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "aaa3a2f1-a3d5-4122-a727-1e251fe153e4", "node_type": "1", "metadata": {"page_label": "7", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "79d76c341697f615233c8afa9eae6fd212daf6ae32715f4879976af514ee8f68", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1681bd10-60fa-4448-9b39-f1919689b14d", "node_type": "1", "metadata": {}, "hash": "5bacaedc2414d87be0d3331b471d2ab117dc05105fa6e9abd0de34af7a7f6aa2", "class_name": "RelatedNodeInfo"}}, "hash": "3e0278d336e73cf598d2962c1b84bd9cb087a02d4dd9cf9d2566d670549f2166", "text": "And,\nwith\nWindows\n365,\nwe\nar e\nbringing\nthe\noper ating\nsystem\nt o\nthe\ncloud,\nhelping\nbusinesses\nlik e\nCoats\nNor th\nAmerica\nand\nRegener on\nPharmaceuticals\nstr eam\nthe\nfull\nWindows\nexperience\nt o\nany\nemplo y ee\nde vice.\nTher e\nar e\nnow\nmor e\nthan\n1.4\nbillion\nmonthly\nactiv e\nde vices\nrunning\nWindows\n10\nor\nWindows\n11,\nand\nthe y \u2019r e\na\npower ful\non-r amp\nfor\nboth\nour\n\ufb01rst-par ty\nand\nthir d-par ty\nser vices.\nWindows\n11\nusers\nengage\nwith\nthe\nWindows\napp\nst or e\nat\nnearly\n3x\nthe\nr ate\nof\nWindows\n10.\nAnd,\nacr oss\nBing\nand\nE dge,\nwe\nar e\ncr eating\ndiff er entiated,\nhigh\nv alue\nexperiences\nfor\nconsumers\nand\nadv er tisers\nin\nk e y\nv er ticals,\nincluding\nshopping.\nJust\none\ny ear\nsince\nthe\nlaunch\nof\ncoupon\nand\nprice\ncomparison\nf eatur es\nin\nE dge,\nwe\nalr eady\nha v e\nsur faced\nmor e\nthan\n$800\nmillion\nin\nsa vings.\nMor e\nbr oadly ,\nwe\nar e\nexpanding\nour\noppor tunity\nin\nadv er tising.\nOv er\nthe\npast\n12\nmonths,\nour\nt otal\nadv er tising\nr e v enue,\ninclusiv e\nof\nLink edIn,\nsurpassed\n$10\nbillion\nex\nT A C.\nAnd\nwith\nour\nacquisition\nof\nXandr ,\nwe\nwill\nbring\nt o\nmark et\nnew\nadv er", "start_char_idx": 0, "end_char_idx": 1072, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1681bd10-60fa-4448-9b39-f1919689b14d": {"__data__": {"id_": "1681bd10-60fa-4448-9b39-f1919689b14d", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e3d71e15-c66e-44cc-80d2-1c3a7d77b726", "node_type": "4", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bee8c6a895e15d22fce9581c28b793344e925d1898a0680e9d7e8d07aa05d4a5", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "84b76215-bb00-47fc-a990-b291609c56bf", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3e0278d336e73cf598d2962c1b84bd9cb087a02d4dd9cf9d2566d670549f2166", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d4f8f51b-18d9-42d0-b62a-5ab45940881b", "node_type": "1", "metadata": {}, "hash": "163e25abda4dc5c5716d7a553082fe3b93870b2fe45140d75509f8f57fd5c1a0", "class_name": "RelatedNodeInfo"}}, "hash": "5bacaedc2414d87be0d3331b471d2ab117dc05105fa6e9abd0de34af7a7f6aa2", "text": ",\nwe\nwill\nbring\nt o\nmark et\nnew\nadv er tising\nsolutions\nthat\ncombine\nour\ndeep\naudience\nunderstanding\nand\ncust omer\nbase\nwith\nXandr \u2019 s\nlar ge-scale\ndata-driv en\nplatforms.\nNow ,\non\nt o\nsecurity .\nCyber crime\nis\nthe\nnumber\none\nthr eat\nfacing\ne v er y\nbusiness\nt oda y .\nOur\naim\nis\nt o\nhelp\nor ganizations\nimplement\na\ncompr ehensiv e\nZ er o\nT rust\nar chitectur e\nthat\npr otects\npeople,\nde vices,\napplications,\nand\ndata\nholistically\nacr oss\ntheir\nheter ogenous\ncloud\nand\nclient\nenvir onments.\nW e\npr otect\nour\ncust omers\nin\ntwo\ninter connected\nwa ys:\nFirst,\nwe\nincorpor ate\nsecurity\nb y\ndesign\nint o\ne v er y\npr oduct\nwe\nbuild.\nAnd,\nsecond,\nwe\ndeliv er\nadv anced\nend-t o-end\ncr oss-cloud,\ncr oss-platform\nsecurity\nsolutions,\nwhich\nintegr ate\nmor e\nthan\n50\ndiff er ent\ncategories\nacr oss\nsecurity ,\ncompliance,\nidentity ,\nde vice\nmanagement,\nand\npriv acy ,\ninformed\nb y\nmor e\nthan\n24\ntrillion\nthr eat\nsignals\nwe\nsee\neach\nda y .\nAmong\nanalysts,\nwe\nar e\na\nleader\nin\nmor e\nsecurity\ncategories\nnow ,\n19\nthan\nany\nother\npr o vider .\nOur\nmulti-cloud,\nmulti-platform\ninno v ation\nis\ndriving\ngr owth.\nAcr oss\ncommer cial\nand\nconsumer ,\nmor e\nthan\n1\nbillion\nmonthly\nactiv e\nusers\nnow\nr ely\non\na\nMicr osoft\nAccount\nt o\nsecur ely\naccess\ntheir\nfa v", "start_char_idx": 1034, "end_char_idx": 2265, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d4f8f51b-18d9-42d0-b62a-5ab45940881b": {"__data__": {"id_": "d4f8f51b-18d9-42d0-b62a-5ab45940881b", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's 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"text": "Mor e\nthan\n15,000\ncust omers\nnow\nuse\nour\ncloud-nativ e\nSIEM,\nMicr osoft\nSentinel,\nt o\nst op\nthr eats\nbefor e\nthe y\nhappen,\nup\no v er\n70%\ny ear-o v er-y ear .\nAnd,\nall-up,\nthe\nnumber\nof\ncust omers\nthat\nuse\nour\nadv anced\nsecurity\nsolutions\nacceler ated\nthis\nquar ter\nt o\no v er\n715,000.\nMor e\nthan\nhalf\nha v e\n4\nor\nmor e\nworkloads,\nup\n75%\ny ear-o v er-y ear ,\nunderscoring\nour\nend-t o-end\ndiff er entiation.\nOn\na v er age,\ncust omers\nsa v e\n60%\ncompar ed\nt o\nmulti-v endor\nsolutions.\nAs\na\nr esult\nof\nour\ncust omers\u2019\ntrust,\nour\nsecurity\nbusiness\nr e v enue\nsurpassed\n$15\nbillion\no v er\nthe\npast\n12\nmonths,\nup\nnearly\n45%\ny ear-o v er-y ear .\nNow ,\non\nt o\ngaming.\nThe\nbig\nbets\nwe\nha v e\nmade\nacr oss\ncontent,\ncommunity ,\nand\ncloud\no v er\nthe\npast\nf ew\ny ears\nar e\npa ying\noff.\nW e\nsaw\nr ecor d\nengagement,\nas\nwell\nas\nr e v enue\nthis\nquar ter .\nGame\nP ass\nhas\nmor e\nthan\n25\nmillion\nsubscribers\nacr oss\nPC\nand\nconsole.\nOur\ndiff er entiated\ncontent\nis\ndriving\nthe\nser vice \u2019 s\ngr owth,\nand\nwe\nr eleased\nnew\nAAA\ntitles\nthis\nholida y\nt o\nr a v e\nr e views\nand\nr ecor d\nusage.\n18\nmillion\nha v e\npla", "start_char_idx": 0, "end_char_idx": 1087, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ec0ef616-b6e2-415f-8280-1e582d8c276d": {"__data__": {"id_": "ec0ef616-b6e2-415f-8280-1e582d8c276d", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, 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"036a5b3158c3763cb6e671f48c13e7589ba917b2ed84ec7f78f3a9e387500f0e", "text": "views\nand\nr ecor d\nusage.\n18\nmillion\nha v e\npla y ed\nF orza\nHoriz on\n5\nt o\ndate.\nAnd\nmor e\nthan\n20\nmillion\nha v e\npla y ed\nHalo\nIn\ufb01nite,\nmaking\nit\nthe\nbiggest\nHalo\nlaunch\nin\nhist or y .\nAnd\nwith\nour\nplanned\nacquisition\nof\nActivision\nBlizzar d\nannounced\nlast\nweek,\nwe\nar e\ninv esting\nt o\nmak e\nit\neasier\nfor\npeople\nt o\npla y\ngr eat\ngames\nwher e v er ,\nwhene v er ,\nand\nhowe v er\nthe y\nwant,\nand\nalso\nshape\nwhat\ncomes\nnext\nfor\ngaming\nas\nplatforms\nlik e\nthe\nmeta v erse\nde v elop.\nIn\nclosing,\nas\ndigital\ntechnology\nas\na\nper centage\nof\nglobal\nGDP\ncontinues\nt o\nincr ease,\nwe\nar e\ninno v ating\nand\ninv esting\nacr oss\ndiv erse\nand\ngr owing\nT AMs\nwith\ncommon\nunderlying\ntechnology\nstack\nand\nan\noper ating\nmodel\nthat\nr einfor ces\na\ncommon\nstr ategy ,\ncultur e,\nand\nsense\nof\npurpose.\nWith\nthat,\nI\u2019 ll\nhand\nit\no v er\nt o\nAmy\nwho\nwill\nco v er\nour\n\ufb01nancial\nr esults\nin\ndetail\nand\nshar e\nour\noutlook.\nAnd\nI\nlook\nfor war d\nt o\nr ejoining\ny ou\nfor\nquestions.\nA my\nHood\nThank\ny ou,\nSaty a,\nand\ngood\nafternoon\ne v er y one.\nThis\nquar ter ,\nr e v enue\nwas\n$51.7\nbillion,\nup\n20%\ny ear-o v", "start_char_idx": 1040, "end_char_idx": 2109, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a6de4142-9151-45cb-8680-d4ba9bebd570": {"__data__": {"id_": "a6de4142-9151-45cb-8680-d4ba9bebd570", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 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"RelatedNodeInfo"}}, "hash": "07a58d2f7ff0fcbb983670bfe49dea2d87c7be27aa642e28ce0cc81109eed36b", "text": "ear-o v er-y ear .\nEarnings\nper\nshar e\nwas\n2.48,\nincr easing\n22%.\nThe\nU.S.\ndollar\nstr engthened\nduring\nthe\nquar ter ,\nand\nas\na\nr esult,\nFX\nhad\nno\nimpact\non\nt otal\ncompany\nand\nsegment\nr e v enue\ngr owth,\nwhich\nwas\na\n1-point\nheadwind\ncompar ed\nt o\nexpectations.\nDespite\nthis,\nwe\ndeliv er ed\nanother\nquar ter\nof\nstr ong\ndouble-digit\nr e v enue\ngr owth\nin\neach\nof\nour\nbusiness\nsegments,\nr e\ufb02ecting\nour\nunique\nand\ndiff er entiated\nmark et\nposition\nacr oss\na\nconnected\npor tfolio\nof\ndiv erse\nbusinesses.", "start_char_idx": 2102, "end_char_idx": 2599, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4007eb1c-d5d9-4767-ab92-4b26edc85a05": {"__data__": {"id_": "4007eb1c-d5d9-4767-ab92-4b26edc85a05", "embedding": 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a\nhighlighted,\nbene\ufb01tted\nour\nWindows\nOEM\nbusiness.\nContinued\nadv er tising\nmark et\ngr owth\ndr o v e\nanother\nstr ong\nquar ter\nin\nLink edIn\nMark eting\nSolutions\nas\nwell\nas\nSear ch\nand\nnews\nadv er tising.\nAnd\nin\na\nstr ong\nholida y\nquar ter\nfor\ngaming,\nwe\nsaw\nr ecor d\nr e v enue\nand\nengagement\non\nthe\nplatform,\nwith\nsigni\ufb01cant\ngr owth\nin\nGame\nP ass\nsubscribers\nand\n\ufb01rst-par ty\ntitles,\nas\nwell\nas\ncontinued\ndemand\nfor\nXbo x\nSeries\nX\nand\nS\nconsoles.\nNow\nt o\nour\no v er all\nr esults.\nCommer cial\nbookings\ngr ew\n32%\nand\n37%\nin\nconstant\ncurr ency ,\nsigni\ufb01cantly\nahead\nof\nexpectations,\ndriv en\nb y\nthe\nlar ge,\nlong-term\nA zur e\ncontr", "start_char_idx": 0, "end_char_idx": 1093, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a106945c-545a-4c88-a06f-dee8d7a56fa8": {"__data__": {"id_": 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er-y ear ,\nhighlighting\nthe\nlong-term\ncommitment\ncust omers\nar e\nmaking\nt o\nthe\nMicr osoft\nCloud.\nAnd\nour\nannuity\nmix\nincr eased\n1\npoint\ny ear-o v er-y ear\nt o\n94%.\nMicr osoft\nCloud\nr e v enue\ngr ew\n32%\nt o\n$22.1\nbillion,\nagain\nahead\nof\nour\nexpectations.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\ndecr eased\nslightly\ny ear-o v er-y ear\nt o\n70%.\nEx cluding\nthe\nimpact\nfr om\nthe\nchange\nin\naccounting\nestimate\nfor\nthe\nuseful\nlif e\nof\nser v er\nand\nnetwork\nequipment\nassets,\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n3\npoints\ndriv en\nb y\nimpr o v ement\nacr oss\nour\ncloud\nser vices,\npar tially\noffset\nb y\nsales\nmix\nshift\nt o\nA zur e.\nAs\nnoted\nearlier ,\nwith\nthe\nstr", "start_char_idx": 1051, "end_char_idx": 2174, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints\ndriv en\nprimarily\nb y\nthe\nimpr o v ement\nin\nour\ncloud\nser vices\nnoted\nearlier .", "start_char_idx": 2132, "end_char_idx": 2659, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5beec5fe-0e87-430b-b2d4-797186042cb5": {"__data__": {"id_": "5beec5fe-0e87-430b-b2d4-797186042cb5", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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"text": "Oper ating\nexpense\nincr eased\n14%,\nlower\nthan\nexpected,\nprimarily\ndriv en\nb y\ninv estments\nthat\nshifted\nt o\nfutur e\nquar ters.\nA t\na\nt otal\ncompany\nle v el,\nheadcount\ngr ew\n16%\ny ear-o v er-y ear\nas\nwe\ncontinue\nt o\ninv est\nin\nk e y\nar eas\nsuch\nas\ncloud\nengineering,\nsales,\ncust omer\ndeplo yment,\ngaming,\nand\nLink edIn.\nOper ating\nincome\nincr eased\n24%\nand\noper ating\nmar gins\nexpanded\n1\npoint\ny ear-o v er-y ear\nt o\n43%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\noper ating\nmar gins\nexpanded\nr oughly\n3\npoints\ny ear-o v er-y ear .\nNow\nt o\nour\nsegment\nr esults.\nRe v enue\nfr om\nPr oductivity\nand\nBusiness\nPr ocesses\nwas\n$15.9\nbillion\nand\ngr ew\n19%\ny ear-o v er-y ear ,\nwhich\nincluded\na\n1-point\nFX\nheadwind\nr elativ e\nt o\nexpectations.\nEx cluding\nthis\nheadwind,\nr e v enue\nex ceeded\nexpectations\ndriv en\nb y\nLink edIn.\nO\ufb03ce\ncommer cial\nr e v enue\ngr ew\n14%.\nO\ufb03ce\n365\ncommer cial\nr e v enue\ngr owth\nof\n19%\nwas\ndriv en\nb y\ninstalled\nbase\nexpansion\nacr oss\nall\nworkloads\nand\ncust omer\nsegments,\nas\nwell\nas\nhigher\nARPU.\nDemand\nfor\nour\nadv anced\nsecurity ,\ncompliance,\nand\nv oice\noff erings\ndr o v", "start_char_idx": 0, "end_char_idx": 1108, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "92674465-232b-4698-b5ca-328c738223b5": {"__data__": {"id_": "92674465-232b-4698-b5ca-328c738223b5", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, 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"cb92955a25374483e0cb62f27c491fb44522a42ecceccb1d973819babc4bf729", "text": ",\ncompliance,\nand\nv oice\noff erings\ndr o v e\ncontinued\nmomentum\nin\nE5\nr e v enue\nthis\nquar ter .\nP aid\nO\ufb03ce\n365\ncommer cial\nseats\nincr eased\n16%\ny ear-o v er-y ear ,\ndriv en\nb y\nanother\nstr ong\nquar ter\nof\ngr owth\nin\nour\nsmall\nand\nmedium\nbusiness\nand\nfr ontline\nwork er\noff erings.\nO\ufb03ce\ncommer cial\nlicensing\ndecr eased\n17%,\nin\nline\nwith\nexpectations\nand\nconsistent\nwith\nthe\nongoing\ncust omer\nshift\nt o\nthe\ncloud.\nO\ufb03ce\nconsumer\nr e v enue\ngr ew\n15%,\ndriv en\nb y\ncontinued\nmomentum\nin\nMicr osoft\n365\nsubscriptions,\nwhich\ngr ew\n19%\nt o\n56.4\nmillion.\nDynamics\nr e v enue\ngr ew\n29%\ny ear-o v er-y ear\ndriv en\nb y\nDynamics\n365,\nwhich\ngr ew\n45%\nand\n44%\nin\nconstant\ncurr ency .\nContinued\ndemand\nfor\nour\nmodern,\nlow-code\napp\nde v elopment\nsolutions\ndr o v e\nanother\nstr ong\nquar ter\nwith\n161%\nr e v enue\ngr owth\nin\nP ower\nApps.\nLink edIn\nr e v enue\nincr eased\n37%\nand\n36%\nin\nconstant\ncurr ency ,\nwith\ncontinued\nstr ength\nin\nMark eting\nSolutions,\nwhich\ngr ew\n43%\ny ear-o v er-y ear\nas\nwell\nas\nbetter-than-expected\nper formance\nin\nT alent\nSolutions\nfr om\nthe\nstr ong\njob\nmark et\nnoted\nearlier .\nSegment\ngr oss\nmar gin\ndollars\nincr", "start_char_idx": 1066, "end_char_idx": 2186, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f2dcfc10-4621-4661-b13a-10ca11c91f42": {"__data__": {"id_": "f2dcfc10-4621-4661-b13a-10ca11c91f42", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft 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{"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "f114e11b-0844-46f9-9807-1cd8e885364a", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c0955ba99f70d9ee8f6910badffa3533005ea90842ea9077e5c633cb14fd94ad", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f2dcfc10-4621-4661-b13a-10ca11c91f42", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6f1e312338001b799e7b26232c91d1130689e88a2f6775b90e526354417c8d12", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c54874d5-0675-462a-b315-ac4d21d24eeb", "node_type": "1", "metadata": {}, "hash": "1dafcfcbd0d33d1eaee9b662e6b360073ea626d5c37856a349f57143e0b59034", "class_name": "RelatedNodeInfo"}}, "hash": "2effa4bea4a130ffe5fcc4eca0c7f46e20e86c6609dd2026d615b69b768fca40", "text": "Next,\nthe\nIntelligent\nCloud\nsegment.\nRe v enue\nwas\n$18.3\nbillion,\nincr easing\n26%\ny ear-o v er-y ear ,\nwhich\nincluded\na\n1-point\nFX\nheadwind\nr elativ e\nt o\nexpectations.\nEx cluding\nthis\nheadwind,\nr e v enue\ngr ew\nahead\nof\nexpectations\ndriv en\nb y\ncontinued\ncust omer\ndemand\nfor\nour\ndiff er entiated\nhybrid\nand\ncloud\noff erings.\nOv er all,\nser v er\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n29%\ny ear-o v er-y ear .\nA zur e\nand\nother\ncloud\nser vices\ngr owth\nof\n46%\nwas\ndriv en\nb y\ncontinued\nstr ength\nin\nour\nconsumption-based\nser vices.\nIn\nour\nper-user\nbusiness,\nthe\nenterprise\nmobility\nand\nsecurity\ninstalled\nbase\ngr ew\n28%\nt o\no v er\n209\nmillion\nseats.\nIn\nour\non-pr emises\nbusiness,\nr e v enue\nincr eased\n6%,\nin\nline\nwith\nexpectations\ndriv en\nb y\nhealthy\ndemand\nfor\nour\nhybrid\noff erings\nthat\ninclude\nWindows\nSer v er\nand\nSQL\nSer v er\nrunning\nin\nmulti-cloud\nenvir onments.\nEnterprise\nSer vices\nr e v enue\ngr ew\n8%\nand\n7%\nin\nconstant\ncurr ency ,\ndriv en\nb y\ngr owth\nin\nEnterprise\nSuppor t\nSer vices\nand\nMicr osoft\nConsulting\nSer vices.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n21%\nand\n22%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n2\npoints\ny ear-o v", "start_char_idx": 0, "end_char_idx": 1190, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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"node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2effa4bea4a130ffe5fcc4eca0c7f46e20e86c6609dd2026d615b69b768fca40", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5c4ab01f-ce43-4c48-bdf9-e64c741310c3", "node_type": "1", "metadata": {}, "hash": "44b034d271e976689d4f51e5a0e206df381325651af75730bcd5da4b2735e2cb", "class_name": "RelatedNodeInfo"}}, "hash": "1dafcfcbd0d33d1eaee9b662e6b360073ea626d5c37856a349f57143e0b59034", "text": "centage\ndecr eased\nr oughly\n2\npoints\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nslightly\nwith\nimpr o v ements\nin\nA zur e\npar tially\noffset\nb y\nthe\nsales\nmix\nshift\nt o\nA zur e.\nOper ating\nexpense\nincr eased\n14%,\nand\noper ating\nincome\ngr ew\n26%.\nNow\nt o\nMor e\nP ersonal\nComputing.\nRe v enue\nwas\n$17.5\nbillion,\nincr easing\n15%\ny ear-o v er-y ear ,\nwith\nbetter-than-expected\nper formance\nin\nWindows\nOEM,\nSur face,\nand\nSear ch\nand\nnews\nadv er tising.\nRe v enue\ngr owth\nincluded\na\n1-point\nFX\nheadwind\nr elativ e\nt o\nexpectations.\nWindows\nOEM\nr e v enue\nincr eased\n25%,\nsigni\ufb01cantly\nahead\nof\nexpectations,\ndriv en\nb y\nthe\nstr ong\nPC\nmark et\nnoted\nearlier ,\npar ticularly\nin\nthe\ncommer cial\nsegment,\nwhich\nhas\nhigher\nr e v enue\nper\nlicense.\nAs\na\nr eminder ,\nthese\nr esults\ninclude\nr oughly\n6\npoints\nof\npositiv e\nimpact\nfr om\nthe\n$210\nmillion\nr e v enue\ndef err al\nr elated\nt o,\nwhich\nshifted\nr e v enue\nfr om\nQ1\nt o\nQ2.\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\ngr ew\n13%\nand\n14%\nin\nconstant\ncurr ency\ndriv en\nb y\ndemand\nfor\nMicr", "start_char_idx": 1144, "end_char_idx": 2260, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5c4ab01f-ce43-4c48-bdf9-e64c741310c3": {"__data__": {"id_": "5c4ab01f-ce43-4c48-bdf9-e64c741310c3", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "f114e11b-0844-46f9-9807-1cd8e885364a", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c0955ba99f70d9ee8f6910badffa3533005ea90842ea9077e5c633cb14fd94ad", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c54874d5-0675-462a-b315-ac4d21d24eeb", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1dafcfcbd0d33d1eaee9b662e6b360073ea626d5c37856a349f57143e0b59034", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "39da7805-b9b4-4ff4-91a8-c3c22e284a8a", "node_type": "1", "metadata": {}, "hash": "cc1b0195a6caa78493305b4357d1b36d0262d4ea74ddb26022931ea0e379a84b", "class_name": "RelatedNodeInfo"}}, "hash": "44b034d271e976689d4f51e5a0e206df381325651af75730bcd5da4b2735e2cb", "text": "ency\ndriv en\nb y\ndemand\nfor\nMicr osoft\n365.\nSur face\nr e v enue\ngr ew\n8%\ny ear-o v er-y ear ,\nahead\nof\nexpectations\nas\nwe\nwer e\nable\nt o\nship\nmor e\nde vices\nthan\nanticipated\nint o\na\nstr ong\ndemand\nenvir onment.", "start_char_idx": 2228, "end_char_idx": 2438, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "39da7805-b9b4-4ff4-91a8-c3c22e284a8a": {"__data__": {"id_": "39da7805-b9b4-4ff4-91a8-c3c22e284a8a", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "9b5b2b57-d8ab-43a8-a67e-45003595969e", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "24976a4400b76dead69b3144955d830873ded4a250880f685f6791b983ccae88", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5c4ab01f-ce43-4c48-bdf9-e64c741310c3", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "44b034d271e976689d4f51e5a0e206df381325651af75730bcd5da4b2735e2cb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6655e12d-f561-4cc1-9a86-d3151a5f07a8", "node_type": "1", "metadata": {}, "hash": "1378529ca61f74dbbd1df282b21b8225bfea7eb99098fbfbd8715543b57a1344", "class_name": "RelatedNodeInfo"}}, "hash": "cc1b0195a6caa78493305b4357d1b36d0262d4ea74ddb26022931ea0e379a84b", "text": "Sear ch\nand\nnews\nadv er tising\nr e v enue\nex\nT A C\nincr eased\n32%,\nbetter\nthan\nexpected,\nbene\ufb01ting\nfr om\nthe\nstr ong\nadv er tising\nmark et\nnoted\nearlier .\nAnd,\nwe\nsaw\nshar e\ngains\nin\nour\nE dge\nbr owser\non\nWindows\n10\nand\n11\nde vices.\nAnd\nin\nGaming,\nr e v enue\nincr eased\n8%,\nin\nline\nwith\nexpectations.\nXbo x\nhar dwar e\nr e v enue\ngr ew\n4%\nand\n3%\nin\nconstant\ncurr ency\ndriv en\nb y\ncontinued\nstr ong\ndemand\nand\nbetter\nthan\nexpected\nconsole\nsupply\non\na\nstr ong\nprior\ny ear\ncompar able\nthat\nincluded\nthe\nlaunch\nof\nthe\nXbo x\nSeries\nX\nand\nS.\nXbo x\ncontent\nand\nser vice\nr e v enue\nincr eased\n10%,\nlower\nthan\nexpected,\nas\nstr ong\ngr owth\nin\n\ufb01rst-par ty\ntitles\nand\nGame\nP ass\nsubscriptions\nwas\npar tially\noffset\nb y\nweak er\nthir d-par ty\ntitle\nper formance.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n20%\ny ear-o v er-y ear .\nGr oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints,\ndriv en\nb y\nsales\nmix\nshift\nt o\nhigher\nmar gin\nbusinesses\nand\nimpr o v ement\nin\nSear ch\nand\nnews\nadv er tising.\nOper ating\nexpenses\nincr eased\n17%\ndriv en\nb y\ninv estments\nin\nGaming,\nprimarily\nZ eniMax,\nSear ch\nand\nnews\nadv er tising,\nand\nWindows\nmark", "start_char_idx": 0, "end_char_idx": 1123, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6655e12d-f561-4cc1-9a86-d3151a5f07a8": {"__data__": {"id_": "6655e12d-f561-4cc1-9a86-d3151a5f07a8", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "9b5b2b57-d8ab-43a8-a67e-45003595969e", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "24976a4400b76dead69b3144955d830873ded4a250880f685f6791b983ccae88", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "39da7805-b9b4-4ff4-91a8-c3c22e284a8a", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "cc1b0195a6caa78493305b4357d1b36d0262d4ea74ddb26022931ea0e379a84b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1406051c-575f-4fe0-970d-54ae8bd764b6", "node_type": "1", "metadata": {}, "hash": "05106b34e675e819ff0ce0204f2b4bada10cf214773c1c79b6adde5f61cb3768", "class_name": "RelatedNodeInfo"}}, "hash": "1378529ca61f74dbbd1df282b21b8225bfea7eb99098fbfbd8715543b57a1344", "text": "ch\nand\nnews\nadv er tising,\nand\nWindows\nmark eting.\nOper ating\nincome\ngr ew\n22%\nand\n21%\nin\nconstant\ncurr ency .\nNow\nback\nt o\nt otal\ncompany\nr esults.\nCapital\nexpenditur es\nincluding\n\ufb01nance\nleases\nwer e\n$6.8\nbillion,\nup\n25%\ny ear-o v er-y ear ,\nlower\nthan\nexpected,\nprimarily\ndue\nt o\nquar terly\nspend\nv olatility\nin\nthe\ntiming\nof\nour\ncloud\ninfr astructur e\nbuildout.\nCash\npaid\nfor\nPP&E\nwas\n$5.9\nbillion.\nOur\ncapital\ninv estments,\nincluding\nboth\nnew\ndata\ncenter\nr egions\nand\nexpansion\nin\nexisting\nr egions,\ncontinue\nt o\nbe\nbased\non\nsigni\ufb01cant\ncust omer\ndemand\nand\nusage\nsignals.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$14.5\nbillion,\nincr easing\n16%\ny ear-o v er-y ear\nas\nstr ong\ncloud\nbillings\nand\ncollections\nwer e\npar tially\noffset\nb y\nhigher\nsupplier\npa yments\nr elated\nt o\nhar dwar e\ninv ent or y\nbuilds.\nF r ee\ncash\n\ufb02ow\nwas\n$8.6\nbillion,\nup\n3%\ny ear-o v er-y ear ,\nr e\ufb02ecting\nhigher\ncapital\nexpenditur es\nin\nsuppor t\nof\nour\ngr owing\ncloud\nbusiness.\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\n$268\nmillion,\nhigher\nthan\nanticipated,\nprimarily\ndriv en\nb y\nnet\ngains\non\ninv estments.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o", "start_char_idx": 1080, "end_char_idx": 2192, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1406051c-575f-4fe0-970d-54ae8bd764b6": {"__data__": {"id_": "1406051c-575f-4fe0-970d-54ae8bd764b6", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "9b5b2b57-d8ab-43a8-a67e-45003595969e", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "24976a4400b76dead69b3144955d830873ded4a250880f685f6791b983ccae88", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6655e12d-f561-4cc1-9a86-d3151a5f07a8", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1378529ca61f74dbbd1df282b21b8225bfea7eb99098fbfbd8715543b57a1344", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b239529e-3f3c-49b7-8268-d2ae78716974", "node_type": "1", "metadata": {}, "hash": "5d3b337aa866f9484f0b3ec292dc5b858b637571559e16ee57e45e5f80bf05ae", "class_name": "RelatedNodeInfo"}}, "hash": "05106b34e675e819ff0ce0204f2b4bada10cf214773c1c79b6adde5f61cb3768", "text": "estments.\nOur\neff ectiv e\ntax\nr ate\nwas\nappr o ximately\n17%.\nAnd\n\ufb01nally ,\nwe\nr eturned\n$10.9\nbillion\nt o\nshar eholders\nthr ough\nshar e\nr epur chases\nand\ndividends.\nNow ,\nbefor e\nwe\nturn\nt o\nour\noutlook,\nI\u2019 d\nlik e\nt o\npr o vide\na\ncouple\nof\nr eminders.\nFirst,\nmy\nr emarks\nfor\nthe\nnext\nquar ter\ndo\nnot\ninclude\nthe\nimpact\nfr om\nthe\nNuance\nacquisition,\nalthough\nwe\ndo\nexpect\nit\nt o\nclose\nduring\nQ3.\nSecond,\nthe\noutlook\nwe\ngiv e,\nunless\nspeci\ufb01cally\nnoted\nother wise,\nis\non\na\nU.S.\ndollar\nbasis.", "start_char_idx": 2146, "end_char_idx": 2634, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b239529e-3f3c-49b7-8268-d2ae78716974": {"__data__": {"id_": "b239529e-3f3c-49b7-8268-d2ae78716974", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "84916100-ce6c-4aa7-be0f-0160adb4d964", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f8d1fa06004272d93741a13b208ad97505f7140a829cb8e964907b6b2c9ce2a2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1406051c-575f-4fe0-970d-54ae8bd764b6", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "05106b34e675e819ff0ce0204f2b4bada10cf214773c1c79b6adde5f61cb3768", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "36d0f38d-d06e-447b-b2c6-1a7665bb292a", "node_type": "1", "metadata": {}, "hash": "dc684a3590fd3915fb8fcfb4654738d7f542597193cd6e3dc7bd589a33a88a6f", "class_name": "RelatedNodeInfo"}}, "hash": "5d3b337aa866f9484f0b3ec292dc5b858b637571559e16ee57e45e5f80bf05ae", "text": "With\nthat,\nlet\u2019 s\nmo v e\nt o\nthe\nthir d\nquar ter\noutlook.\nFirst,\nFX.\nWith\nthe\nstr onger\nU.S.\ndollar\nand\nbased\non\ncurr ent\nr ates,\nwe\nnow\nexpect\nFX\nt o\ndecr ease\nt otal\nr e v enue\ngr owth\nb y\nappr o ximately\n2\npoints\nand\nt o\ndecr ease\nt otal\nCOGS\nand\noper ating\nexpense\ngr owth\nb y\nappr o ximately\n1\npoint.\nWithin\nthe\nsegments,\nwe\nanticipate\nr oughly\n2\npoints\nof\nnegativ e\nFX\nimpact\non\nr e v enue\ngr owth\nin\nPr oductivity\nand\nBusiness\nPr ocesses\nand\nIntelligent\nCloud\nand\n1\npoint\nin\nMor e\nP ersonal\nComputing.\nNext,\nwe\nexpect\nour\ndiff er entiated\nmark et\nposition,\ncust omer\ndemand\nfor\nour\nhigh-v alue\nhybrid\nand\ncloud\noff erings,\nand\nconsistent\nex ecution\nt o\ndriv e\nanother\nstr ong\nquar ter\nof\nr e v enue\ngr owth.\nIn\ncommer cial\nbookings,\ngr owth\nshould\nbe\nhealthy\nbut\nwill\nbe\nimpacted\nb y\nthe\nstr ong\nprior\ny ear\ncompar able\nas\nwell\nas\nlow\ngr owth\nin\nthe\nexpir y\nbase.\nAs\na\nr eminder ,\nthe\ngr owing\nmix\nof\nlar ger\nlong-term\nA zur e\ncontr acts,\nwhich\nar e\nmor e\nunpr edictable\nin\ntheir\ntiming,\ndriv e\nincr eased\nquar terly\nv olatility\nin\nour\nbookings\ngr owth\nr ate.\nMicr", "start_char_idx": 0, "end_char_idx": 1071, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "36d0f38d-d06e-447b-b2c6-1a7665bb292a": {"__data__": {"id_": "36d0f38d-d06e-447b-b2c6-1a7665bb292a", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "84916100-ce6c-4aa7-be0f-0160adb4d964", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "f8d1fa06004272d93741a13b208ad97505f7140a829cb8e964907b6b2c9ce2a2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b239529e-3f3c-49b7-8268-d2ae78716974", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "5d3b337aa866f9484f0b3ec292dc5b858b637571559e16ee57e45e5f80bf05ae", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c99c09d5-2e1f-4058-9d3b-95b2b06b5eb1", "node_type": "1", "metadata": {}, "hash": "557c2148e5825876a55394974e9c56f8525362f9e03bde5ebddfa09b5c4d9795", "class_name": "RelatedNodeInfo"}}, "hash": "dc684a3590fd3915fb8fcfb4654738d7f542597193cd6e3dc7bd589a33a88a6f", "text": "olatility\nin\nour\nbookings\ngr owth\nr ate.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nshould\nbe\nr oughly\n\ufb02at\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\nQ3\ngr oss\nmar gin\nper centage\nwill\nincr ease\nr oughly\n2\npoints\ndriv en\nb y\ncontinued\nimpr o v ement\nacr oss\nall\ncloud\nser vices,\ndespite\nr e v enue\nmix\nshift\nt o\nA zur e.\nAnd,\non\na\ndollar\nbasis,\nwe\nexpect\ncapital\nexpenditur es\nt o\nbe\nslightly\ndown\nsequentially\nwith\nnormal\nquar terly\nv ariability\nin\nthe\ntiming\nof\nthe\ncloud\ninfr astructur e\nbuildout.\nNext\nt o\nsegment\nguidance.\nIn\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nbetween\n$15.6\nbillion\nand\n$15.85\nbillion.\nIn\nO\ufb03ce\n365,\nhealthy\nr e v enue\ngr owth\nwill\nbe\ndriv en\nb y\nthe\nsame\nfact ors\nas\nQ2\nwith\nsimilar\nseat\ngr owth\nacr oss\ncust omer\nsegments\nand\ncontinued\nmomentum\nin\nE5.\nIn\nour\non-pr emises\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nhigh-teens,\nwith\ncontinued\ncust omer\nshift\nt o\nthe\ncloud.\nIn\nO\ufb03ce\nconsumer ,\nwe\nexpect\nr e v enue\nt o\ngr ow\nin\nthe\nhigh\nsingle-digits,\nwith\ncontinued\nmomentum\nin\nMicr", "start_char_idx": 1026, "end_char_idx": 2101, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c99c09d5-2e1f-4058-9d3b-95b2b06b5eb1": {"__data__": {"id_": "c99c09d5-2e1f-4058-9d3b-95b2b06b5eb1", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", 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"RelatedNodeInfo"}, "3": {"node_id": "7ba7e421-57a5-488d-ae8c-87c90f6d7972", "node_type": "1", "metadata": {}, "hash": "2dcd514086c4b0841e4a53ab6cbbb9a3296f889a35eb5d205cff342e85545108", "class_name": "RelatedNodeInfo"}}, "hash": "557c2148e5825876a55394974e9c56f8525362f9e03bde5ebddfa09b5c4d9795", "text": "osoft\n365\nconsumer\nsubscriptions.\nF or\nLink edIn,\nthe\nstr ong\njob\nmark et\nand\nhealthy\nengagement\non\nthe\nplatform\nshould\ndriv e\nr e v enue\ngr owth\nin\nthe\nlow-30%\nr ange.\nAnd\nin\nDynamics,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-20%\nr ange\ndriv en\nb y\nstr ength\nin\nDynamics\n365,\nincluding\ncontinued\nmomentum\nin\nP ower\nApps.", "start_char_idx": 2102, "end_char_idx": 2422, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7ba7e421-57a5-488d-ae8c-87c90f6d7972": {"__data__": {"id_": "7ba7e421-57a5-488d-ae8c-87c90f6d7972", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4a486c64-147e-4d7d-b0aa-9fb852681776", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "44b2fc5a0706bea0e5b1c5974a20109a1b4dced7c43fe730e89a7d54808eae6d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c99c09d5-2e1f-4058-9d3b-95b2b06b5eb1", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "557c2148e5825876a55394974e9c56f8525362f9e03bde5ebddfa09b5c4d9795", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7b3ca833-b35f-400e-95e6-e8881a63914a", "node_type": "1", "metadata": {}, "hash": "77dd9bb27a2d9246b137da262fa62857eedf90f0a6dc7de335b498431a855b33", "class_name": "RelatedNodeInfo"}}, "hash": "2dcd514086c4b0841e4a53ab6cbbb9a3296f889a35eb5d205cff342e85545108", "text": "F or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nbetween\n$18.75\nbillion\nand\n$19\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur e\nwhich,\nas\na\nr eminder ,\ncan\nha v e\nquar terly\nv ariability\nprimarily\nfr om\nour\nper-user\nbusiness\nand\nfr om\nin-period\nr e v enue\nr ecognition\ndepending\non\nthe\nmix\nof\ncontr acts.\nIn\nA zur e,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nup\nsequentially\nin\nconstant\ncurr ency ,\ndriv en\nb y\nour\nA zur e\nconsumption\nbusiness,\nwith\nstr ong\ngr owth\non\na\nsigni\ufb01cant\nbase.\nAnd\nour\nper-user\nbusiness\nshould\ncontinue\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsuite\nmomentum,\nthough\nwe\nexpect\nsome\nmoder ation\nin\ngr owth\nr ates\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nIn\nour\non-pr emises\nser v er\nbusiness,\ncontinued\ndemand\nfor\nour\ndiff er entiated\nhybrid\noff erings\nshould\ndriv e\nr e v enue\ngr owth\nin\nthe\nlow\nt o\nmid-single-digits.\nAnd\nin\nEnterprise\nSer vices,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nin\nthe\nlow\nt o\nmid-single-digits.\nIn\nMor e\nP ersonal\nComputing,\nwe\nexpect\nr e v enue\nbetween\n$14.15\nbillion\nand\n$14.45\nbillion.\nContinued\nstr ength\nin\nPC\nshipments,\npar ticularly\nin\nthe\ncommer", "start_char_idx": 0, "end_char_idx": 1095, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7b3ca833-b35f-400e-95e6-e8881a63914a": {"__data__": {"id_": 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"Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2dcd514086c4b0841e4a53ab6cbbb9a3296f889a35eb5d205cff342e85545108", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "7621e747-4862-4525-927e-e6af2d993c28", "node_type": "1", "metadata": {}, "hash": "0a9fa37124c1ac25aba6e78c5afe9ba8dd668f4c0c9818ecc7557eab40a13c3a", "class_name": "RelatedNodeInfo"}}, "hash": "77dd9bb27a2d9246b137da262fa62857eedf90f0a6dc7de335b498431a855b33", "text": "ength\nin\nPC\nshipments,\npar ticularly\nin\nthe\ncommer cial\nsegment,\nshould\nbene\ufb01t\nWindows\nOEM\ndespite\nongoing\nsupply\nchain\nconstr aints.\nW e\nexpect\nWindows\nOEM\nr e v enue\ngr owth\nin\nthe\nhigh\nsingle-digits.\nIn\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices,\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nshould\ndriv e\ngr owth\nin\nthe\nlow\ndouble-digits.\nIn\nSur face,\nr e v enue\nshould\ngr ow\nin\nthe\nmid-teens\nwith\nstr ength\nfr om\nour\npr emium\nde vices.\nIn\nSear ch\nand\nnews\nadv er tising\nex-T A C,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid\nt o\nhigh-teens,\nagainst\na\nstr ong\nprior\ny ear\ncompar able\nthat\nwas\ndriv en\nb y\na\nr eco v er y\nin\nthe\nadv er tising\nmark et.\nAnd\nin\nGaming,\non\na\nprior\ny ear\ncompar able\nthat\nincluded\nsigni\ufb01cant\nstr ength\nin\nhar dwar e\nfr om\nour\nnew\nconsoles\nas\nwell\nas\nacr oss\nXbo x\ncontent\nand\nser vices,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-single\ndigits.\nConsole\nsales\nwill\ncontinue\nt o\nbe\nimpacted\nb y\nsupply\nchain\nuncer tainty .\nAnd\nin\nXbo x\ncontent\nand\nser vices,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid\nt o\nhigh-single\ndigits\nwith\nstr", "start_char_idx": 1045, "end_char_idx": 2131, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7621e747-4862-4525-927e-e6af2d993c28": {"__data__": {"id_": "7621e747-4862-4525-927e-e6af2d993c28", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4a486c64-147e-4d7d-b0aa-9fb852681776", "node_type": "4", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "44b2fc5a0706bea0e5b1c5974a20109a1b4dced7c43fe730e89a7d54808eae6d", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7b3ca833-b35f-400e-95e6-e8881a63914a", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "77dd9bb27a2d9246b137da262fa62857eedf90f0a6dc7de335b498431a855b33", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ee4d1c84-d43a-4dc2-85a4-2fa8e28eb3f8", "node_type": "1", "metadata": {}, "hash": "8ccc57019947abf5928cdcedc92e57d1fb0d80f735d58fe24e9c80676ae52b70", "class_name": "RelatedNodeInfo"}}, "hash": "0a9fa37124c1ac25aba6e78c5afe9ba8dd668f4c0c9818ecc7557eab40a13c3a", "text": "owth\nin\nthe\nmid\nt o\nhigh-single\ndigits\nwith\nstr ong\nengagement\nand\ncontinued\nmomentum\nacr oss\nthe\nplatform.\nNow\nback\nt o\ncompany\nguidance.", "start_char_idx": 2084, "end_char_idx": 2222, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ee4d1c84-d43a-4dc2-85a4-2fa8e28eb3f8": {"__data__": {"id_": "ee4d1c84-d43a-4dc2-85a4-2fa8e28eb3f8", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8c0ed5e8-9b05-43ba-bb67-163260aae622", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "229b20aee746679e901dbea38871608413680952c0a435e92258aa553b755f65", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "7621e747-4862-4525-927e-e6af2d993c28", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0a9fa37124c1ac25aba6e78c5afe9ba8dd668f4c0c9818ecc7557eab40a13c3a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1d05701f-e329-4b6e-bc05-2103c153c144", "node_type": "1", "metadata": {}, "hash": "990a44c76e745b8176629b0e0d0fdf92abfe344b4c2d2bea03cae2771e9336ff", "class_name": "RelatedNodeInfo"}}, "hash": "8ccc57019947abf5928cdcedc92e57d1fb0d80f735d58fe24e9c80676ae52b70", "text": "W e\nexpect\nCOGS\nof\n$15.5\nbillion\nt o\n$15.7\nbillion\nand\noper ating\nexpense\nof\n$13.4\nbillion\nt o\n$13.5\nbillion\ndriv en\nb y\nheadcount\ninv estments\nin\nhigh-gr owth,\nstr ategic\nar eas\nt o\ndriv e\ncontinued\nlong-term\nr e v enue\ngr owth.\nIn\nother\nincome\nand\nexpense,\ninter est\nincome\nand\nexpense\nshould\noffset\neach\nother .\nAnd\nwe\nexpect\nour\nQ3\neff ectiv e\ntax\nr ate\nt o\nbe\nappr o ximately\n18%,\nslightly\nhigher\nthan\nour\nfull\ny ear\nexpected\ntax\nr ate\nof\nappr o ximately\n17%.\nAnd\n\ufb01nally ,\nfor\nFY22,\ngiv en\nour\nstr ong\nper formance\nin\nthe\n\ufb01rst\nhalf\nof\nthe\n\ufb01scal\ny ear\nand\nour\ncurr ent\nH2\noutlook,\nfull\ny ear\noper ating\nmar gins\nshould\nbe\nslightly\nup\ny ear-o v er-y ear\ne v en\nwith\nthe\nimpact\nof\nchanges\nin\naccounting\nestimates\nnoted\nearlier\nand\nthe\nsigni\ufb01cant\nstr ategic\ninv estments\nwe\nar e\nmaking\nt o\ncaptur e\nthe\ntr emendous\noppor tunities\nahead\nof\nus.\nIn\nclosing,\ndigital\ntechnologies\nar e\nincr easingly\nessential\nt o\nempowering\ne v er y\nperson\nand\nor ganization\non\nthe\nplanet\nt o\nachie v e\nmor e\nand\nwe\nar e\nwell\npositioned\nwith\ninno v ativ e,\nhigh\nv alue\npr oducts.\nOur\ndiv erse,\ny", "start_char_idx": 0, "end_char_idx": 1075, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1d05701f-e329-4b6e-bc05-2103c153c144": {"__data__": {"id_": "1d05701f-e329-4b6e-bc05-2103c153c144", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "8c0ed5e8-9b05-43ba-bb67-163260aae622", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "229b20aee746679e901dbea38871608413680952c0a435e92258aa553b755f65", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "ee4d1c84-d43a-4dc2-85a4-2fa8e28eb3f8", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8ccc57019947abf5928cdcedc92e57d1fb0d80f735d58fe24e9c80676ae52b70", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "77491355-6aac-46bb-b41d-60b2b4857d28", "node_type": "1", "metadata": {}, "hash": "4b87c7842b78406b6b53e328e923360bad55afd3bc659a1514c2774aee9e411a", "class_name": "RelatedNodeInfo"}}, "hash": "990a44c76e745b8176629b0e0d0fdf92abfe344b4c2d2bea03cae2771e9336ff", "text": "e,\nhigh\nv alue\npr oducts.\nOur\ndiv erse,\ny et\nconnected\npor tfolio\nof\nsolutions\nspans\nend\nmark ets,\ncust omer\nsiz es\nand\nbusiness\nmodels,\nuniquely\nenabling\nus\nt o\ndeliv er\nlong-term\nr e v enue\nand\npr o\ufb01t\ngr owth.\nWith\nthat,\nBr ett,\nlet\u2019 s\ngo\nt o\nQ&A\nBr ett\nIv ersen\nThanks,\nAmy .\nW e 'll\nnow\nmo v e\no v er\nt o\nQ&A.\nOut\nof\nr espect\nfor\nothers\non\nthe\ncall,\nwe\nr equest\nthat\npar ticipants\nplease\nonly\nask\none\nquestion.\nOper at or ,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\nAbsolutely .\n[Oper at or\nInstructions].\nOur\n\ufb01rst\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nK eith\nW eiss\nwith\nMor gan\nStanle y .\nPlease\npr oceed.\nK eith\nW eiss\nEx cellent.\nThank\ny ou\nguys\nfor\ntaking\nthe\nquestions\nand\ncongr atulations\non\na\nv er y\nnice\nquar ter .\nI\nwanted\nt o\nask\ny ou\nguys\na\nhigh-le v el\nquestion\nabout\nthe\no v er all\ndemand\nenvir onment\nand\nwhether\nwe 'v e\nseen\nany\nchanges,\ngiv en\nsor t\nof\nthe\ndisruptions\nwe 'v e\nseen\nfr om\nOmicr on\nand\na\nlot\nof\nwhat' s\ngoing\non\nin\nthe\nenvir onment.\nTher e ' s\nbeen\na", "start_char_idx": 1034, "end_char_idx": 2061, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "77491355-6aac-46bb-b41d-60b2b4857d28": {"__data__": {"id_": "77491355-6aac-46bb-b41d-60b2b4857d28", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dbb15fd4-ee93-4923-82b2-cf305818a6b8", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bda54d75478e8934cba5945111c2d0f17f5332da11f125878ad6961d2e7f73b7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1d05701f-e329-4b6e-bc05-2103c153c144", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "990a44c76e745b8176629b0e0d0fdf92abfe344b4c2d2bea03cae2771e9336ff", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "43fb3641-efb7-4db7-b23b-d1717471508f", "node_type": "1", "metadata": {}, "hash": "af935ffd36d8c6d04787027903c22d99c8ce5eb9d5de155f84fbd8071c092776", "class_name": "RelatedNodeInfo"}}, "hash": "4b87c7842b78406b6b53e328e923360bad55afd3bc659a1514c2774aee9e411a", "text": "narr ativ e\namong\nsoftwar e\ninv est ors,\nand\na\nlot\nof\ntimes,\nthe\nasset\nprices\nseem\nt o\nlead\nthe\nnarr ativ e.\nSo\nI\nwanted\nt o\ncheck\nin\nwith\ny ou\nguys\non\nhow\ny ou\nf eel\nabout\nthe\no v er all\ndemand\nenvir onment,\npar ticularly\nar ound\ndigital\ntr ansformation?\nAnd\nhow\ndur able\nis\nthat\ngoing\nt o\nbe\nint o\ncalendar\ny ear\n'22?\nDo\ny ou\nstill\nsee\na\nlot\nof\nwood\nt o\nchop,\nif\ny ou\nwill,\na\nlot\nof\nactivity\ntaking\nplace\nin\nthat\ndir ection?\nThank\ny ou.\nSaty a\nNadella\nThank\ny ou,\nK eith.\nI'll\ntak e\nthat,\nand\nAmy\ny ou\ncan\nadd\non\nt o\nit.\nOv er all,\nwhat\nwe\nsee\nis\npr etty\nstr ong\ndemand\nsignal.\nAnd\nquite\nfr ankly ,\ngoing\nint o\nthe\npandemic,\nwe\nsaw\ndemand\nincr ease\nbecause\nof\nthe\nconstr aints\nthe\npandemic\nput\non\ncorpor ations\nand\nthe\nincr eased\nconsumer\nactivity .\nAnd\nthen\ncoming\nout\nof\nthe\npandemic,\nwe\nar e\nseeing\nactually\na\nlot\nof\nconstr aints\nin\nthe\neconomy ,\nand\nthe\nonly\nr esour ce,\nas\nI\nsaid\nin\nmy\nr emarks,\nthat\ncan\nhelp\ndriv e\npr oductivity\nwhile\nk eeping\ncost\ndown\nis\ndigital\ntech.\nSo\nwhen\nI\nthink\n--\ntak e\nsomething\nlik e\nP ower\nApps,\nit' s\njust\na\ngr", "start_char_idx": 0, "end_char_idx": 1049, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "43fb3641-efb7-4db7-b23b-d1717471508f": {"__data__": {"id_": "43fb3641-efb7-4db7-b23b-d1717471508f", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dbb15fd4-ee93-4923-82b2-cf305818a6b8", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bda54d75478e8934cba5945111c2d0f17f5332da11f125878ad6961d2e7f73b7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "77491355-6aac-46bb-b41d-60b2b4857d28", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4b87c7842b78406b6b53e328e923360bad55afd3bc659a1514c2774aee9e411a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f98f1cc3-916b-472d-b37f-886464eebf37", "node_type": "1", "metadata": {}, "hash": "b741124eb258b14ff2fcaa08d8543ff766c2b2cfea9da2ce938f3068e131e403", "class_name": "RelatedNodeInfo"}}, "hash": "af935ffd36d8c6d04787027903c22d99c8ce5eb9d5de155f84fbd8071c092776", "text": "e\nP ower\nApps,\nit' s\njust\na\ngr eat\nexample\nof\nsomething\nthat' s\nright\nin\nthe\nmiddle\nof\nour\nstack,\nr eally\nhelps\ndriv e\nthat\nnext\nle v el\nof\npr oductivity\nin\nthe\nlabor\nfor ce\nfor\nany\ncompany\nin\nany\nindustr y .\nAnd\nso\nthe\ndemand\nsignals\nwe\nsee\nacr oss\nthe\nstack\nfr om\nsecurity\nt o\nour\ncloud\ninfr astructur e\nt o\nbusiness\napplications\nand\nsolutions\nlik e\nT eams\nis\nv er y\nstr ong.\nAnd\nthe\nother\nar ea,\nob viously ,\nwe 'r e\nseeing\nstr ength\nis\nin\ngaming.\nThat' s\nwher e\nwe\nha v e\ndoubled\ndown\nin\nterms\nof\nour\nconsumer\ncategor y\ncr eation.\nAnd\nwe\nsee\nthe\nintensity\nof\nusage\nand\nthe\nbusiness\nmodel\ndiv ersity\nar ound\ngames\nthat\nincr easingly ,\nthe\neconomics\nof\ngaming\nfr anchises\nis\nalso\nr adically\nbecoming\nmuch\nmor e\nsoftwar e-lik e.\nSo\nwe\nsor t\nof\no v er all\nsee\ngood\ndemand\nsignal\nacr oss\nthe\nstack.\nK eith\nW eiss\nGot\nit.\nAnd\nt o\nbe\nclear ,\nthe\nconstr aints\nthat\ny ou\ntalk\nabout\nfor\nthe\nbr oader\neconomy ,\nheadcount\nconstr aints\nand\nthe\nlik e,\nit\ndoesn 't\nsound\nlik e\nthat' s\nconstr aining\ny our\noppor tunity .\nY ou'r e\nnot\nkind\nof\nrunning\nshor t\non\npeople\nt o\nsell\nor\nimplement\ny", "start_char_idx": 1019, "end_char_idx": 2097, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f98f1cc3-916b-472d-b37f-886464eebf37": {"__data__": {"id_": "f98f1cc3-916b-472d-b37f-886464eebf37", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dbb15fd4-ee93-4923-82b2-cf305818a6b8", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bda54d75478e8934cba5945111c2d0f17f5332da11f125878ad6961d2e7f73b7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "43fb3641-efb7-4db7-b23b-d1717471508f", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "af935ffd36d8c6d04787027903c22d99c8ce5eb9d5de155f84fbd8071c092776", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4604fd91-90d3-4e52-9c47-20a3576811fe", "node_type": "1", "metadata": {}, "hash": "364d9a72cc4124f10ba20459d8c58ac057358162be6e00e6c86180574020c3da", "class_name": "RelatedNodeInfo"}}, "hash": "b741124eb258b14ff2fcaa08d8543ff766c2b2cfea9da2ce938f3068e131e403", "text": "t\non\npeople\nt o\nsell\nor\nimplement\ny our\nsolutions\nor\nnot\nha ving\na\nhar d\ntime\n\ufb01nding\nthe\npeople\ny ou\nneed\nt o\nmak e\nthe\ninv estments\nbehind\nthe\npr oduct.\nIs\nthat\nthe\nright\nr ead-thr ough?\nSaty a\nNadella\nI\nmean,\nther e ' s\nde\ufb01nitely\na\nv er y\ncompetitiv e\ntalent\nmark et\nand\nwe\nar e\ncompetitiv e\nin\nthat\ntalent\nmark et.\nAnd\ny ou\nsee\nit\ne v en\nin\nour\nOpEx\npr ojections\nthat\nAmy\nshar ed.\nW e\nar e", "start_char_idx": 2062, "end_char_idx": 2454, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4604fd91-90d3-4e52-9c47-20a3576811fe": {"__data__": {"id_": "4604fd91-90d3-4e52-9c47-20a3576811fe", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c24d2a92-69c7-4f7d-9e7e-2de5ae47befa", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1c6547daf3cc167ae2aed9e521726017930560a2b8e5411c937ec8900a1d87c6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f98f1cc3-916b-472d-b37f-886464eebf37", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "b741124eb258b14ff2fcaa08d8543ff766c2b2cfea9da2ce938f3068e131e403", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9b44d806-e2a3-4ba7-b699-148bffe1527c", "node_type": "1", "metadata": {}, "hash": "6362c7ab0226233ebe575c18d38795c181b7eba3f46f55cd68026e7e9de913bb", "class_name": "RelatedNodeInfo"}}, "hash": "364d9a72cc4124f10ba20459d8c58ac057358162be6e00e6c86180574020c3da", "text": "gr owing\nour\nheadcount\nbecause\nwe\nsee\nthe\noppor tunity .\nW e\nar e\nnot\nimmune\nfr om\nwhat\nhappens\no v er all\nin\nthe\nlabor\nmark et,\nbut\nI\nthink\nwe\nha v e\na\ngood\nbr and\nand\nan\nattr activ e\nbr and\nt o\nboth\nget\npeople\nand\nt o\nr etain\npeople\nwith\ne v er ything\nthat\nwe\nar e\ndoing.\nSo\n-\nbut\nat\nthe\nsame\ntime,\nwe\ndo\nwant\nt o\nmak e\nsur e\nthat\nin\nour\nchannel\nand\nour\necosystem\nr emain\nhealthy\nand\nall\nthe\nsignals\nat\nleast\nwe\nar e\ngetting\nis\nthat\nther e\nar e\nno\nconstr aints\nper\nse\nother\nthan\nat\nthe\nend\nof\nthe\nda y ,\nall\nbusinesses\nar e\ngoing\nt o\nbe\nsubject\nt o\nthe\nlaws\nof\neconomic\ngr owth\nin\nthe\no v er all\neconomy .\nK eith\nW eiss\nOutstanding.\nThank\ny ou\nv er y\nmuch,\nguys.\nBr ett\nIv ersen\nThanks,\nK eith.\nOper at or ,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nMark\nMoer dler\nwith\nBernstein\nResear ch.\nPlease\npr oceed\nwith\ny our\nquestions.\nMark\nMoer dler\nThank\ny ou\nv er y\nmuch\nfor\ntaking\nmy\nquestion,\nand\ncongr atulations\non\nthe\nstr ong\ngr owth\nacr oss\nthe\no v er all\nbusiness\nand\nr eally\nnice\noutlook.\nSaty a,\ngiv en\nall\nthe\ncommentar y\non\nthe\nmeta v erse,\nwhat\nar", "start_char_idx": 0, "end_char_idx": 1083, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9b44d806-e2a3-4ba7-b699-148bffe1527c": {"__data__": {"id_": "9b44d806-e2a3-4ba7-b699-148bffe1527c", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c24d2a92-69c7-4f7d-9e7e-2de5ae47befa", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "1c6547daf3cc167ae2aed9e521726017930560a2b8e5411c937ec8900a1d87c6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4604fd91-90d3-4e52-9c47-20a3576811fe", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "364d9a72cc4124f10ba20459d8c58ac057358162be6e00e6c86180574020c3da", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f9e9ca35-725f-46fe-9c5c-95bf6f642e14", "node_type": "1", "metadata": {}, "hash": "04d811688f9d88d78d16852eecf16f2657538ee1a9ed47b190fc340e5a25da29", "class_name": "RelatedNodeInfo"}}, "hash": "6362c7ab0226233ebe575c18d38795c181b7eba3f46f55cd68026e7e9de913bb", "text": "y\non\nthe\nmeta v erse,\nwhat\nar e\nthe\nk e y\ncomponents\nof\nthe\nmeta v erse\nor\nthe\nmultiple\nmeta v erses\nthat\ny ou'r e\nseeing?\nWhat\ndoes\nMicr osoft\nha v e\nt oda y\nthat\nthe y 'r e\npositioned\nt o\nbe\nable\nt o\ndeliv er\nt o\nmeet\nthose\nr equir ements?\nAnd\nwhat\ndo\ny ou\nbelie v e\ny ou\nmight\nbe\nlacking\nif\nthe\npar tner\necosystem\nmeet\nthose\nr equir ements?\nAnd\nt o\nAmy ,\nwith\nthe\nhype\ncy cle\nunder wa y\nand\nincr eased\nindustr y\ninter est\nin\nthe\nmeta v erse,\nar e\ny ou\nchanging\ny our\ninv estments\nt o\nmeet\nthe\npotential\noppor tunity?\nSaty a\nNadella\nThank\ny ou\nfor\nthe\nquestion.\nSo\nthe\nwa y\nwe\nsee\nthis\nis\nas\nan\noppor tunity\nin\na\nv er y\nclassic\nMicr osoft\nsense,\nboth\nat\nthe\nplatform\ninfr astructur e\nle v el\nand\nin\nthe\napplication\nle v el.\nSo\nthat' s\nwhy\nI\nthink\ne v en\nin\nmy\nr emarks,\nI\ntried\nt o\nr ef er ence,\nall\nthe\nplaces\nwher e\nwe\nar e\ninv esting\nt oda y\nand\nseeing\ncust omer\nuse\ncases\nr eally\nde v elop.", "start_char_idx": 1054, "end_char_idx": 1950, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f9e9ca35-725f-46fe-9c5c-95bf6f642e14": {"__data__": {"id_": "f9e9ca35-725f-46fe-9c5c-95bf6f642e14", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e8e7a359-19ad-4944-8c83-d446b54fbe04", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a9a496813c968be10c6d22c8369b72e43dbee6d34ae6a00e3bffe4efbf50d186", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9b44d806-e2a3-4ba7-b699-148bffe1527c", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6362c7ab0226233ebe575c18d38795c181b7eba3f46f55cd68026e7e9de913bb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "8b0a302f-5abb-4810-b904-0591644d5b5f", "node_type": "1", "metadata": {}, "hash": "057d7c82507786a19395d39b509a421fc8802522c9fc68f8716709cd3f7b26fc", "class_name": "RelatedNodeInfo"}}, "hash": "04d811688f9d88d78d16852eecf16f2657538ee1a9ed47b190fc340e5a25da29", "text": "A t\nthe\n\ufb01rst\nplace\nwher e\nwe\nsee\nthis\nis\nthe\nincr easing\ndigitization\nof\npeople,\nplaces\nand\nthings\nt o\nbe\nable\nt o\nr eally\nhelp\nbusinesses\naut omate\npr ocesses\nt o\nthe\nnext\nle v el.\nAnd\nso\nt oda y ,\nbetween\nA zur e\nIoT ,\nDigital\nT wins\nand\nMesh,\nwe\nha v e\nmany\nexamples\nwher e\ncust omers\nar e\nengaged\nwith\nus.\nSo\nthat' s\nwhat\nwill\nshow\nup\nin\nA zur e\nand\nwe 'r e\ninv esting\nsigni\ufb01cantly\nther e.\nUp\nthe\nstack,\nI\nwould\nsa y ,\nDynamics\n365\nConnected\nSpaces.\nThat' s\na\nsolution\nthat' s\nin\npr e view\nt oda y .\nThat' s\nabout\nr eally\nbeing\nable\nt o\ntak e\na\nr etail\nspace\nor\na\nconnected\nfact or y\nor\na\nbuilding\nand\nessentially\ncr eate\na\ncomplete\nnew\nsoftwar e\ncategor y ,\nwhich\nis\nabout\nmanaging\nphysical\npr ocesses,\njust\nlik e\nCRM\nand\nERP\nand\nsupply\nchain\nmanagement,\nwe\nnow\nha v e\na\nsuite\nwhich\nis\nall\ndriv en\nb y\nconnected\nspaces,\nwhich\nis\ngoing\nt o\naut omate\nphysical\npr ocesses.\nT eams\nis\ngoing\nt o\nha v e\nMesh\nmeetings.\nSo\nthese\nimmersiv e\nmeetings,\nwhich\nwill\nstar t,\n\ufb01rst\nof\nall,\non\n2D\nscr eens,\nwhether\nit' s\nPCs\nor\nphones\nand\nthen\nlead\nup\nt o\ne v en\nimmersiv", "start_char_idx": 0, "end_char_idx": 1059, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "8b0a302f-5abb-4810-b904-0591644d5b5f": {"__data__": {"id_": "8b0a302f-5abb-4810-b904-0591644d5b5f", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e8e7a359-19ad-4944-8c83-d446b54fbe04", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a9a496813c968be10c6d22c8369b72e43dbee6d34ae6a00e3bffe4efbf50d186", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f9e9ca35-725f-46fe-9c5c-95bf6f642e14", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "04d811688f9d88d78d16852eecf16f2657538ee1a9ed47b190fc340e5a25da29", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "68d284f4-4835-449d-8901-8d5a794d79fb", "node_type": "1", "metadata": {}, "hash": "a6d775306b424152ee1cf090daa3e4b5c755ea5bf8e1a927647ac47ebda054f6", "class_name": "RelatedNodeInfo"}}, "hash": "057d7c82507786a19395d39b509a421fc8802522c9fc68f8716709cd3f7b26fc", "text": "o\ne v en\nimmersiv e\nexperiences\nif\ny ou\nwear\ny our\nVR\nor\nAR\ngoggles.\nSo\nthat' s\nnot\nof\nthe\nplace.\nAnd\nthen,\nof\ncourse,\ngaming.\nThat\nwill\nbe\na\nnatur al\nplace\nfor\nus.\nAnd\nt oda y ,\nif\ny ou\nthink\nabout\nthe\nactivity\nwhen\nI\ntalk ed\nabout\nthe\nF orza\nnumbers,\nright,\nI\nmean,\nthat' s\na\nplace\nwher e\ny ou\ncould\nsa y\nalr eady ,\npeople\nar e\ninv esting\nin\ntheir\na v atars.\nP eople\nar e\nbuilding\nMinecr aft\nworlds.\nAnd\nso\nv er y\nnatur ally ,\ny ou\ncan\nsee\nus\nextend\ngaming\nas\nthe\nmeta v erse\ne v olv es.\nOn\nthe\nde vices\nside,\none\nof\nthe\nthings\nwe\nar e\nv er y\nex cited\nt o\nbe\ndoing\nis\nwhat\nwe 'r e\ndoing\nwith\nHoloLens\nand\nall\nthe\nexperience\nwe 'r e\ngaining\non\nthe\noptics,\non\nthe\nsilicon\nside\nand\nall\nthe\nwa y\nt o\nthe\ncloud\nin\nterms\nof\nsome\nof\nthe\nfoundational\nser vices\ndriv en\nb y\nall\nthe\nHoloLens\nuse\ncases\nin\nthe\nenterprise.\nSo\nthat' s\nthe\nbr oad\npor tfolio.\nW e 'r e\ngoing\nt o\ninv est\nacr oss\nthe\nentir e\ntech\nstack.\nThe\ndemand\nwill\ncome\nin\ndiff er ent\nforms\nfor\ndiff er ent\ncategories,\nbut\nwe\nf eel\nv er y\nwell\npositioned\nt o\nbe\nable\nt", "start_char_idx": 1042, "end_char_idx": 2067, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "68d284f4-4835-449d-8901-8d5a794d79fb": {"__data__": {"id_": "68d284f4-4835-449d-8901-8d5a794d79fb", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e8e7a359-19ad-4944-8c83-d446b54fbe04", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a9a496813c968be10c6d22c8369b72e43dbee6d34ae6a00e3bffe4efbf50d186", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "8b0a302f-5abb-4810-b904-0591644d5b5f", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "057d7c82507786a19395d39b509a421fc8802522c9fc68f8716709cd3f7b26fc", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "da6cc3e0-eb25-424d-ae72-df260b0f08c1", "node_type": "1", "metadata": {}, "hash": "944aabfd24693b7935693e2383892275286ee3e620cd03895994d87077f411ef", "class_name": "RelatedNodeInfo"}}, "hash": "a6d775306b424152ee1cf090daa3e4b5c755ea5bf8e1a927647ac47ebda054f6", "text": "eel\nv er y\nwell\npositioned\nt o\nbe\nable\nt o\ncatch.\nWhat,\nI\nthink,\nis\nessentially\nthe\nnext\nwa v e\nof\nthe\nInternet,\nright?\nJust\nlik e\nthe\n\ufb01rst\nwa v e\nof\nthe\nInternet\nallowed\ne v er ybody\nt o\nbuild\na\nwebsite,\nI\nthink\nthe\nnext\nwa v e\nof\nthe\nInternet\nwill\nbe\na\nmor e\nopen\nworld\nwher e\npeople\ncan\nbuild\ntheir\nown\nmeta v erse\nworld,\nwhether\nthe y 'r e\nor ganizations\nor\ngame\nde v elopers\nor\nany one\nelse.\nA my\nHood\nAnd\nMark,\nma ybe\njust\nadd\none\nbit\nof\nperspectiv e\nt o\nSaty a ' s\nanswer ,\nwhich\nis\nI\nwould\nbring\npeople ' s\nattention\nt o\nthe\nholistic\nnatur e\nin\nwhich\nhe\nanswer ed\nthe\nquestion,\nstar ting\nat\nthe\nplatform\nla y er\nall\nthe\nwa y\nup\nthr ough\nthe\nimpor tance\nof\ncontent\nand\napp\nla y er\nin\nthat\nthe\ninv estment\nwill\nshow\nitself\nin\neach\ncomponent\nas\nopposed\nt o\nma ybe\nin", "start_char_idx": 2027, "end_char_idx": 2798, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "da6cc3e0-eb25-424d-ae72-df260b0f08c1": {"__data__": {"id_": "da6cc3e0-eb25-424d-ae72-df260b0f08c1", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e9796e12-ec93-461e-a35e-ecbaa1fd2798", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "10e8d3028b41f3c84d2405e5d33fa363dea8d44480b7be3d84a94c336e70fbd6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "68d284f4-4835-449d-8901-8d5a794d79fb", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a6d775306b424152ee1cf090daa3e4b5c755ea5bf8e1a927647ac47ebda054f6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c9ec7822-d8bf-45cf-846f-93efb98a8719", "node_type": "1", "metadata": {}, "hash": "38c33cec67404fe17f31b93a90c854aa7cb7836f47ee68aaf50a1ad880e51175", "class_name": "RelatedNodeInfo"}}, "hash": "944aabfd24693b7935693e2383892275286ee3e620cd03895994d87077f411ef", "text": "one\nstand\nbelow\ngr oup\nor\nteam.\nAnd\nit' s\nbecause\nI\nthink\nof\nthe\ntr ansition\nSaty a\njust\ntalk ed\nabout.\nIf\nit\u2019 s\nthat\n--\nif\nit' s\nat\nthe\nplatform\nla y er\nand\nit\napplies\nt o\nall\nthe\ncomponents,\nit' s\nbetter\nt o\ndo\nthat,\nfr ankly ,\nacr oss\nthe\nteams\nwher e\nthe y\ncan\napply\nit\nin\nthe\nright\nwa y .\nAnd\nI\nthink\nthat' s\nhow\nI\nwould\npoint\nt o\nthe\ninv estment\nshowing\nitself.\nMark\nMoer dler\nThank\ny ou\nv er y\nmuch.\nI\nr eally\nappr eciate\nit.\nThanks.\nBr ett\nIv ersen\nThanks,\nMark.\nOper at or ,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nBr ent\nThill\nwith\nJeff eries.\nPlease\npr oceed\nwith\ny our\nquestions.\nBr ent\nThill\nAmy ,\ny ou\nr eally\nunderscor ed\nthe\nstr ength\nahead\non\ncommer cial\nbookings\nat\n37%.\nMany\nar e\nasking\nwher e\ny ou'r e\nseeing\nthe\nstr ength\nint o\ny our\nA zur e\ncomment\nfor\nnext\nquar ter ,\nob viously ,\nthe\nacceler ation\nwhat' s\ngiving\ny ou\nthe\ncon\ufb01dence?\nThanks.\nA my\nHood\nThanks,\nBr ent.\nInter estingly ,\nI\nwould\nnot\nsa y\nthat\nther e\nis\n1\nlocation,\nand\nI\nwould\ntie\nthat\nback\nt o\nthe\nanswer\nactually\nSaty a\nga v e\nt o\nK eith '", "start_char_idx": 0, "end_char_idx": 1056, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "c9ec7822-d8bf-45cf-846f-93efb98a8719": {"__data__": {"id_": "c9ec7822-d8bf-45cf-846f-93efb98a8719", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e9796e12-ec93-461e-a35e-ecbaa1fd2798", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "10e8d3028b41f3c84d2405e5d33fa363dea8d44480b7be3d84a94c336e70fbd6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "da6cc3e0-eb25-424d-ae72-df260b0f08c1", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "944aabfd24693b7935693e2383892275286ee3e620cd03895994d87077f411ef", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fa5a5d47-30f5-4b2a-98d8-c6900d5de486", "node_type": "1", "metadata": {}, "hash": "8cc861832b5157e49644802bb33393514ce447712724a3ac3ba173567d6bd987", "class_name": "RelatedNodeInfo"}}, "hash": "38c33cec67404fe17f31b93a90c854aa7cb7836f47ee68aaf50a1ad880e51175", "text": "a\nga v e\nt o\nK eith ' s\n\ufb01rst\nquestion,\nwhich\nis\nif\nthe\nunderlying\ndriv er\nis\ndigitization\nand\nour\nbelief\nthat\nit\nimpacts\ne v er y\nindustr y ,\ne v er y\nend\nmark et,\nthen\ny ou' d\nexpect\nit\nand\nthe\nnatur e\nof\nthe\ncommitments\nt o\nshow\nthemselv es\non\na\nglobal\nbasis\nand\nacr oss\nend\nmark ets.\nAnd\nthat\nis,\nin\nfact,\nwhat\nwe\nsaw\nin\nQ2.\nI\ncontinually\npoint\nout,\nthese\ncan\nbe\na\nlittle\nv olatile\nbecause\nwe\nr eally\nfocus\non\ngetting\nthe\nright\ndeal\ndone\nthat\nmatches\nthe\ncust omer\ncan\nmo v e\nar ound\na\nlittle\nbit\nas\nI\ntalk ed\nabout\nin\nQ1.\nBut\nthe\nex ecution\nwas\nv er y\ngood\nb y\nthe\nsales\nteam\nthis\nquar ter ,\nbut\nI\nwould\nnot\nchar acteriz e\nany\ngeo\nor\nindustr y\nas\nbeing\ndiff er ent\nor\ndistinct\nfr om\nothers.\nAnd\nfor\na\nsecond,\nlet\nme\nthen\nconnect\nthat,\nas\ny ou\nask ed,\nint o\nhow\nt o\nthink\nabout\nthe\nguide\nfor\nA zur e\non\na\nconstant\ndollar\nbasis\nbeing\nup\nsequentially\nint o\nQ3.\nI\nsor t\nof\ncontinually\nr emark\nthat\nthese\ncan\nmo v e\nar ound\na\nf ew\npoints\nher e\nand\nther e\nand\ny et\nha v e\nthe\nconsistent\nsign\nof\nconsumption\nbe\nsteady .\nAnd\nwe\nsaw\nthat\nagain,\nfr ankly", "start_char_idx": 1035, "end_char_idx": 2083, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fa5a5d47-30f5-4b2a-98d8-c6900d5de486": {"__data__": {"id_": "fa5a5d47-30f5-4b2a-98d8-c6900d5de486", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e9796e12-ec93-461e-a35e-ecbaa1fd2798", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "10e8d3028b41f3c84d2405e5d33fa363dea8d44480b7be3d84a94c336e70fbd6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "c9ec7822-d8bf-45cf-846f-93efb98a8719", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "38c33cec67404fe17f31b93a90c854aa7cb7836f47ee68aaf50a1ad880e51175", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "83e910f6-730b-4683-afb3-1eb192333f5a", "node_type": "1", "metadata": {}, "hash": "434d4eefd6183b5eb0cb617bfba5d419c89adfe439a9bff7bdcdb7418a0f6ae9", "class_name": "RelatedNodeInfo"}}, "hash": "8cc861832b5157e49644802bb33393514ce447712724a3ac3ba173567d6bd987", "text": ".\nAnd\nwe\nsaw\nthat\nagain,\nfr ankly ,\nQ1,\nQ2,\nQ3,\nconsumption\ngr owth\nb y\nend\nmark et,\nb y\nindustr y ,\nb y\ncust omer\nsiz e\nhas\nr emained", "start_char_idx": 2050, "end_char_idx": 2184, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "83e910f6-730b-4683-afb3-1eb192333f5a": {"__data__": {"id_": "83e910f6-730b-4683-afb3-1eb192333f5a", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b3785091-21ad-45ab-92c4-f9ca1f2968cd", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "fb3c3c6c606d40a7657b030135229e31b90713a84a2733a942ec7ce559a5bbae", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "fa5a5d47-30f5-4b2a-98d8-c6900d5de486", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8cc861832b5157e49644802bb33393514ce447712724a3ac3ba173567d6bd987", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "83218c29-cc64-452a-b159-f086959b93ce", "node_type": "1", "metadata": {}, "hash": "0ef661cd3538dd2e46adb86ae8603c0a80627b536a48d9cf8689c3fc12b6f344", "class_name": "RelatedNodeInfo"}}, "hash": "434d4eefd6183b5eb0cb617bfba5d419c89adfe439a9bff7bdcdb7418a0f6ae9", "text": "quite\nsteady .\nAnd\nso\nwhile\ny ou'll\nsee\nsome\nv olatility\nin\nthat\nnumber ,\nincr eased\ndata\nusage,\nthe\ndata\npr oducts\nha v e\nr eally\nbeen\na\nstr ong\nper former .\nI\nthink\nSouth\nmentioned\nsome\nof\nthose\nin\nhis\ncomments.\nSo\nI\ndo\nthink\nin\nsome\nwa ys,\nthe y 'r e\nconnected,\nbut\nI\ntend\nt o\nput\nbookings\nex ecution\non\nthe\nA zur e\nside\nint o\na\nlong-term\ncommitment\nbuck et\nwher e\ncust omers\nar e\npicking\na\npar tner\nt o\nhelp\nthem\nchange\nthe\ncost\nstructur e\nor\nthe\noutcome\nstructur e\nthat\nSaty a\ntalk ed\nabout.\nAnd\nI\ntend\nt o\nput\nthese\ntr end\nlines\non\nA zur e\nint o\na\nbuck et\ncalled,\n\" Ar e\nwe\ngetting\npr ojects\nand\nsuccessful\npr ojects\nset\nup\nat\ncust omers\nar ound\nthe\nworld?\"\nAnd\nboth\nof\nthose\nthings\nwer e\nv er y\ngood\nb y\nthe\nsales\nteams.\nOper at or\nThe\nnext\nquestion\nis\ncoming\nfr om\nKarl\nK eirstead\nwith\nUBS.\nKarl\nK eirstead\nAmy ,\ny ou\nstar ted\nthe\n\ufb01scal\ny ear\nguiding\nt o\ndown\nmar gins,\nincluding\nthe\nimpact\nof\nthe\naccounting\nchange,\nand\n2\nquar ters\nin,\ny ou'r e\nnow\nguiding\nt o\nup\nmar gins.\nE v en\nwith\npr esumably\nsome\nr e v ersal\nof\nwork-fr om-home-r elated\nT&E\nsa vings,\ne v", "start_char_idx": 0, "end_char_idx": 1069, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "83218c29-cc64-452a-b159-f086959b93ce": {"__data__": {"id_": "83218c29-cc64-452a-b159-f086959b93ce", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b3785091-21ad-45ab-92c4-f9ca1f2968cd", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "fb3c3c6c606d40a7657b030135229e31b90713a84a2733a942ec7ce559a5bbae", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "83e910f6-730b-4683-afb3-1eb192333f5a", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "434d4eefd6183b5eb0cb617bfba5d419c89adfe439a9bff7bdcdb7418a0f6ae9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0adb0654-a7ce-4aca-8aa3-d0f94cf2c471", "node_type": "1", "metadata": {}, "hash": "3a3ace086afb3a6fda55d789a34919994561013aa2a1d501b742910162ab0303", "class_name": "RelatedNodeInfo"}}, "hash": "0ef661cd3538dd2e46adb86ae8603c0a80627b536a48d9cf8689c3fc12b6f344", "text": "om-home-r elated\nT&E\nsa vings,\ne v en\nwith\nwhat\nI' m\nassuming\nis\nan\nuptick\nin\nlabor\ncost,\ncan\ny ou\nunpack\nthat\na\nlittle\nbit?\nIs\nit\nsales\nmix\nwher e\nsome\nof\nthe\nhigh-mar gin\nbusinesses\nlik e\nWindows\nha v e\noutper formed?\nI' d\nlo v e\nt o\nhear\na\nlittle\ncolor .\nA my\nHood\nThanks,\nKarl.\nI\nthink\nit' s\nr eally\na\ncombination\nof\nthings\nas\nit\nis\nwhen\ny ou\ngo\nthr ough\na\n\ufb01scal\ny ear .\nReally ,\nI\nbelie v e\nthat\nour\nex ecution\nin\na\nv er y\ngood\ndemand\nenvir onment\nhas\ngiv en\ncon\ufb01dence.\nRe v enue\nper formance\nhas\nbeen\nquite\nconsistent\nt o\ny our\npoint.\nW e\nha v e\nseen\nsome\ncontinued\nupside\nin\nOEM.\nW e 'v e\nseen\nstr ength\nin\ngaming.\nW e 'v e\nseen\nstr ength\nin\nour\nMicr osoft\nCloud\npr oducts.\nW e 'v e\nseen\ngood\nconsistency\nout\nof\nDynamics.\nI\nmean,\nat\nsome\nle v el,\nif\ny ou\nr eally\nwanted\nt o\nlook\nat\nthe\ntr end\nlines,\ny ou' d\nsa y\nthis\nhas\nbeen\na\nv er y\nconsistent\nex ecution\nb y\nthe\nteam\nacr oss\nr eally\nboth\nof\nthe\nbusiness\nunits.\nAnd\nso\nif\ny ou\nthink\nabout\nthen\nwhat\ngoes\nint o\ncon\ufb01dence\nis\nwhen\ny ou\nstar t\nt o\nadd\nheadcount\nand\ny", "start_char_idx": 1035, "end_char_idx": 2058, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "0adb0654-a7ce-4aca-8aa3-d0f94cf2c471": {"__data__": {"id_": "0adb0654-a7ce-4aca-8aa3-d0f94cf2c471", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b3785091-21ad-45ab-92c4-f9ca1f2968cd", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "fb3c3c6c606d40a7657b030135229e31b90713a84a2733a942ec7ce559a5bbae", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "83218c29-cc64-452a-b159-f086959b93ce", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0ef661cd3538dd2e46adb86ae8603c0a80627b536a48d9cf8689c3fc12b6f344", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "97e144d2-cbd5-4d30-b422-d16ef5b48e36", "node_type": "1", "metadata": {}, "hash": "9b5f0dce0b91b899bf02412bb36d7a31333fb57e1507faeec69d22c818d13da0", "class_name": "RelatedNodeInfo"}}, "hash": "3a3ace086afb3a6fda55d789a34919994561013aa2a1d501b742910162ab0303", "text": "ou\nstar t\nt o\nadd\nheadcount\nand\ny ou\nadd\nheadcount\nwith\ngoals\nof\nROI\nand\ny ou\nlook\nat\nthat\naccountability ,\nI\nf eel\nlik e\nthe\nteams\nha v e\ndone\na\nnice\njob.\nWher e\nwe 'v e\nadded\nheads,\nthe y 'v e\nbeen\nint o\nstr ong\nmark ets.\nThe y 'v e\nex ecuted\nwell.\nSales\nteams\nha v e\ndone\nthe\nsame.\nAnd\nthen\non\nt op\nof\nthat,\nKarl,\nI\nwould\nsa y\nther e ' s\nbeen\ngood\nex ecution\non\nthe\ngr oss\nmar gin\nnumbers.\nI\ntend\nt o\nbe\nan\noper ating\nmar gin-focused\ncommunicat or\nwith\ny ou\nall\nand\ninside\nthe", "start_char_idx": 2025, "end_char_idx": 2504, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "97e144d2-cbd5-4d30-b422-d16ef5b48e36": {"__data__": {"id_": "97e144d2-cbd5-4d30-b422-d16ef5b48e36", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "857d16df-446b-4b74-9f73-5a5eb7b4d2d3", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "38b28f79f518785a521d6592b58d27d6727295fb09204cb63e5422ccc3251490", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "0adb0654-a7ce-4aca-8aa3-d0f94cf2c471", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3a3ace086afb3a6fda55d789a34919994561013aa2a1d501b742910162ab0303", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "92ef3ce7-f04a-45e1-a990-aaa3924de2dd", "node_type": "1", "metadata": {}, "hash": "697da266a1d5bf9b780435456edc4ebb8601bacecdf4bcddadf5ffefeeb7a901", "class_name": "RelatedNodeInfo"}}, "hash": "9b5f0dce0b91b899bf02412bb36d7a31333fb57e1507faeec69d22c818d13da0", "text": "company .\nBut\ngr oss\nmar gins\nha v e\nalso\nbeen\nquite\ngood.\nThe\nteams\nha v e\nex ecuted\nwell\non\ncost\npurples\nthr ough\nthe\ny ear .\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nPhil\nWinslow\nwith\nCr edit\nSuisse.\nPhil\nWinslow\nCongr ats\non\nanother\ngr eat\nquar ter .\nI\njust\nwanted\nt o\nfocus\nin\non\nO\ufb03ce\n365\nCommer cial.\nOb viously ,\nanother\nstr ong\nquar ter\nther e,\nboth\nin\nterms\nof\nr e v enue\nbut\nalso\nseat\ngr owth.\nAnd\nAmy ,\nin\ny our\ncommentar y ,\ny ou\nhighlighted\nSMB\nseat\nper formance\nas\nwell\nas\nfr ontline\nwork ers,\nand\nSaty a\nmentioned\na\ndoubling\nof\nthe\nfr ontline\nwork ers\ny ear-o v er-y ear ,\nwhich\nis\nimpr essiv e.\nBut\ny ou\nalso\ncommented\non\nr e v enue\nper\nuser\ngoing\nup.\nI\nwonder\nif\ny ou\ncould\nhelp\nus\nkind\nof\nwalk\nthr ough\nthe\ngr owth\nalgorithm\nher e,\ncall\nit\nthe\nP\ntimes\nQ,\nbecause\nther e\nar e\ndiff er ent\ntr ends\ngoing\non\nboth\nthe\nP\nand\nthe\nQ\nand\njust\nsor t\nof\nhow\nthat\nmight\nbe\nchanging\ngoing\nfor war d\nv ersus\nwhat\ny ou\nha v e\nseen.\nA my\nHood\nSur e.\nLet\nme\ntak e\na\nshot\nat\nthat\n1,\nPhil.\nThis\nis\n1\nwher e\nwe\ndo\nha v", "start_char_idx": 0, "end_char_idx": 1016, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "92ef3ce7-f04a-45e1-a990-aaa3924de2dd": {"__data__": {"id_": "92ef3ce7-f04a-45e1-a990-aaa3924de2dd", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "857d16df-446b-4b74-9f73-5a5eb7b4d2d3", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "38b28f79f518785a521d6592b58d27d6727295fb09204cb63e5422ccc3251490", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "97e144d2-cbd5-4d30-b422-d16ef5b48e36", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "9b5f0dce0b91b899bf02412bb36d7a31333fb57e1507faeec69d22c818d13da0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "65abea53-5f81-4bbc-a2cb-acb06ac8d9e9", "node_type": "1", "metadata": {}, "hash": "01e4e12ea9323c1ff031e99d4a84e3163653031cb83731322400c23f7c2b0a8c", "class_name": "RelatedNodeInfo"}}, "hash": "697da266a1d5bf9b780435456edc4ebb8601bacecdf4bcddadf5ffefeeb7a901", "text": "e\nwe\ndo\nha v e\n--\nit\nis\na\nP\ntimes\nQ\nthat\nI\nthink\nwe\ntr y\nt o\ndisclose,\nbut\nther e ' s\na\ncouple\nof\ncurr ents\nrunning\nthr ough\nthat,\nma ybe\ntak e\na\nsecond\nt o\nwalk\ny ou\nthr ough\nthose.\nAbsolutely\non\nseat\ngr owth,\nI\nthink\nwe\nar e\nencour aged\nas\nwe\nfocus\non\nmor e\npr oducts\nthat\nar e\nmor e\nspeci\ufb01c\nt o\nthe\nunique\nscenarios\nthat\nface\nsmall\nbusinesses\nand\nfr ontline\nwork ers\nand\nr eally\nbringing\nthe\nv alue\nof\nMicr osoft\n365\nt o\nthem.\nI\nthink\ny ou'r e\ne v en\nseeing\nthat\nin\noff ers\nlik e\nT eams\nEssentials,\nright?\nIt' s\na\nconcer ted\neffor t\nt o\nr ealiz e\nthe\nchallenges\ncan\nbe\ndiff er ent\nin\nthat\npar t\nof\nthe\nmark et\nand\nimpr o ving\nour\nex ecution.\nY ou'r e\nseeing\nthat\nin\ncontinued\nseat\ngr owth\no v er ,\nI\nwould\nsa y ,\nI\nf eel\ngood\nabout\nthose\nnumbers,\no v er\nthe\npast\npr obably\n6\nquar ters\nwith\ncontinued\ngood\nex ecution\non\nthose.\nNow\nhowe v er ,\nthose\ndo\noften\ncome\nat\nlower\nr e v enue\nper\nmonth\nthat\nwe\nwould\nsee\nin\nour\nenterprise\nbusinesses\nbuying\nthe\nfull\nsuite\nof\npr oducts.\nSo\nin\nsome\nwa ys,\nthis\nv er y\nstr ong\nseat\ngr", "start_char_idx": 1004, "end_char_idx": 2027, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "65abea53-5f81-4bbc-a2cb-acb06ac8d9e9": {"__data__": {"id_": "65abea53-5f81-4bbc-a2cb-acb06ac8d9e9", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "857d16df-446b-4b74-9f73-5a5eb7b4d2d3", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "38b28f79f518785a521d6592b58d27d6727295fb09204cb63e5422ccc3251490", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "92ef3ce7-f04a-45e1-a990-aaa3924de2dd", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "697da266a1d5bf9b780435456edc4ebb8601bacecdf4bcddadf5ffefeeb7a901", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "fe26d563-7295-4750-876f-c316ead2b478", "node_type": "1", "metadata": {}, "hash": "7ade1349b32f2f931cfc9f8e47fab7b17a5fbf85d0a9a88c96020f05a91fced4", "class_name": "RelatedNodeInfo"}}, "hash": "01e4e12ea9323c1ff031e99d4a84e3163653031cb83731322400c23f7c2b0a8c", "text": "ys,\nthis\nv er y\nstr ong\nseat\ngr owth\nat\nthe\nfr ontline\nwork er\nand\nsmall\nbusiness\nunits\ndo\nmask\nsome\nof\nthe\npr ogr ess\nthat\nwe 'v e\nbeen\nmaking,\nin\npar ticular ,\nI' m\nthinking\noff ers\nin\nthe\nenterprise\nv alue\npr ops\nthat\nar e\nr eally\nr esonating\nand\nE5,\nand\nSaty a\nma y\nbring\nup\nsome\nother\nones.\nHe\nmentioned\nquite\na\nf ew\nin\nhis\ncomments,\nsecurity ,\ncompliance\nand\nincr easingly ,\nv oice\nas\na\nv alue\npr op.\nAnd\nso\nsometimes,\nt o\ny our\npoint,\nincr easing\nseats\nat\nlower\na v er age\nprice\npoints\ncan\nmask\na\nbit\nof\npr ogr ess\nthat\nwe 'r e\nmaking\non\nARPUs\nin\nthe\nenterprise.", "start_char_idx": 1996, "end_char_idx": 2565, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "fe26d563-7295-4750-876f-c316ead2b478": {"__data__": {"id_": "fe26d563-7295-4750-876f-c316ead2b478", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cac48d54-7146-4534-a774-3e009354d2f3", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "d8bac789ac889aade3162b144a30e5a071b4b9b1f03ba32b1c0fba5938988964", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "65abea53-5f81-4bbc-a2cb-acb06ac8d9e9", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "01e4e12ea9323c1ff031e99d4a84e3163653031cb83731322400c23f7c2b0a8c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1ea09137-bded-4573-8de3-cc6a5dee52b1", "node_type": "1", "metadata": {}, "hash": "75693299aef9a73be5ea9f68e642636b9baed2444a10be6ba9fa8eb30e2d0d18", "class_name": "RelatedNodeInfo"}}, "hash": "7ade1349b32f2f931cfc9f8e47fab7b17a5fbf85d0a9a88c96020f05a91fced4", "text": "Oper at or\nOur\nnext\nquestion\nis\nfr om\nBr ad\nZ elnick\nwith\nDeutsche\nBank.\nBr ad\nZ elnick\nCongr ats\non\nanother\nr ecor d\nquar ter .\nSaty a,\nther e ' s\na\nmassiv e\nskills\ngap\nwithin\nthe\nI T\nindustr y ,\nand\nit' s\npar ticularly\nacute\nin\ncybersecurity ,\nwher e\nI\nnoticed\nMicr osoft' s\ncampaign\nthat\nkick ed\noff\nin\nQ2\nt o\nhelp\nscale\nand\nr ecruit\n250,000\ncyber\njobs\nb y\n2025,\nwhich\nis\nquite\na\nbold\nunder taking.\nCan\ny ou\ncomment\non\nthe\nextent\nt o\nwhich\nthe\ngap\nis\n\ufb01lled\nb y\npeople\nv ersus\npr oducts\nin\naut omation\nand\nalso\nthe\nextent\nt o\nwhich\nMicr osoft\nsees\ncybersecurity\nas\nits\nr esponsibility\nv ersus\nit\nbeing\na\ncommer cial\noppor tunity\nthat\ny ou\ncan\ncontinue\nt o\nmonetiz e?\nSaty a\nNadella\nGr eat\nset\nof\nquestions.\nOn\nthe\n\ufb01rst\none,\nI\nthink\nit' s,\n\ufb01rst\nand\nfor emost,\nwe\nabsolutely\nneed\nthe\nskills\nand\nthe\npeople.\nAnd\nfor\nthe\npeople\nt o\nbe\nsor t\nof\nmor e\ne v enly\ndistributed\nin\nthe\nbr oader\neconomy ,\npublic\nsect or ,\npriv ate\nsect or ,\npeople\nwho\nar e\nworking\non\nbehalf\nof\nsmall\nbusinesses\nbecause\nabsolutely ,\nas\ndigital\ntech\nbecomes\nmor e\nper v asiv e\nacr oss\nI T\nas\nwell\nas\nO", "start_char_idx": 0, "end_char_idx": 1073, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1ea09137-bded-4573-8de3-cc6a5dee52b1": {"__data__": {"id_": "1ea09137-bded-4573-8de3-cc6a5dee52b1", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cac48d54-7146-4534-a774-3e009354d2f3", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "d8bac789ac889aade3162b144a30e5a071b4b9b1f03ba32b1c0fba5938988964", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "fe26d563-7295-4750-876f-c316ead2b478", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7ade1349b32f2f931cfc9f8e47fab7b17a5fbf85d0a9a88c96020f05a91fced4", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "92c67e2c-20bb-4545-a80b-d2f73a24bf14", "node_type": "1", "metadata": {}, "hash": "2df24aa3a6ccfd1d8ad0c8a9a25347a4ac274b5ec9b0c19ac14add705f751994", "class_name": "RelatedNodeInfo"}}, "hash": "75693299aef9a73be5ea9f68e642636b9baed2444a10be6ba9fa8eb30e2d0d18", "text": "v asiv e\nacr oss\nI T\nas\nwell\nas\nO T\nacr oss\nthe\neconomy ,\nI\nthink\nthe\ncyber\nthr eat\nis\njust\ngoing\nt o\nbe\nmor e\nper v asiv e\nand\nso\nther efor e,\nwe\nneed\nother\npeople\non\nthe\nskills.\nAnd\nwe\nwill\ndo\nour\npower\nt o\nsor t\nof\nmak e\nsur e\nthat,\nthat\nhappens\nin\nterms\nof\ndemocr atizing\ne v en\nhow\n1\nacquir es\nthese\nskills.\nThat' s\nkind\nof\nwher e\nnot\nthat\nwe\nha v e\nt o\ntak e\na\nbr oader\nde\ufb01nition\nof\nwhat\nthese\nskills\nar e\nand\nhow\none\ncan\nacquir e\nthe\ncer ti\ufb01cations.\nAnd\nthis\nis\nwher e\nwhat\nwe 'r e\ndoing\ne v en\nwith\nLink edIn,\nI' m\nv er y ,\nv er y\nbullish\non.\nOn\nthe\npr oduct\nside\nas\nwell,\nlik e\nsomething\nlik e\nSentinel,\nI\ndo\nbelie v e,\nfor\nexample,\nwe\nar e\nnow\ndoing\nv er y\nlar ge-scale\nAI\non\nall\nof\nthose\nsignals\nthat\ngo\nint o\nour\ncloud-nativ e\nSIEM.\nAnd\nthat,\nI\nthink,\nis\ngoing\nt o\nhelp\nsift\nthr ough\nsignal\nfr om\nnoise\nand\nhelp\nthe\npr oductivity\nof\nthe\ncyber\npr of essionals\nin\nany\nor ganization.\nSo\nwe\nar e\nex cited\nabout\nhow\nthat\nwork\ufb02ow\ngets\nmor e\ne\ufb03cient.\nT o\ny our\npoint,\none\nof\nthe\nfundamental\nr", "start_char_idx": 1040, "end_char_idx": 2037, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "92c67e2c-20bb-4545-a80b-d2f73a24bf14": {"__data__": {"id_": "92c67e2c-20bb-4545-a80b-d2f73a24bf14", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "cac48d54-7146-4534-a774-3e009354d2f3", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "d8bac789ac889aade3162b144a30e5a071b4b9b1f03ba32b1c0fba5938988964", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1ea09137-bded-4573-8de3-cc6a5dee52b1", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "75693299aef9a73be5ea9f68e642636b9baed2444a10be6ba9fa8eb30e2d0d18", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "086eac2b-160b-447d-adb5-308c01c8ff3e", "node_type": "1", "metadata": {}, "hash": "b97f957a025fa48ebcf6b9eca5af3d3ae088724fa569909718990cf5745cb14d", "class_name": "RelatedNodeInfo"}}, "hash": "2df24aa3a6ccfd1d8ad0c8a9a25347a4ac274b5ec9b0c19ac14add705f751994", "text": "o\ny our\npoint,\none\nof\nthe\nfundamental\nr esponsibilities\nfor\nus\nas\na\nplatform\ncompany\nis\nt o\nbi-design.\nIt' s\nall\nabout\nshifting\nleft\non\nsecurity\nand\nbuilding\nit\nin\nt o\nthe\npr oducts.\nAnd\nif\nanything,\nwhen\nwe\nthink\nabout\nour\nmonetization,\nour\nmonetization\nis\nabout\nr eally\nr ecognizing\nthat\nthe\nr eal\nworld\nis\nnot\nsome\nhomogeneous\nMicr osoft\ninfr astructur e\nworld.\nIt\nis\na\nmulti-cloud,\nmulti-platform\nworld.\nAnd\nwe\nwill\nde\ufb01nitely\nmonetiz e\nthose\naspects\nthat\nwe\nha v e\nbest-of-br eed\nsolutions\nand\nsuites\nand\noff erings.", "start_char_idx": 1998, "end_char_idx": 2518, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "086eac2b-160b-447d-adb5-308c01c8ff3e": {"__data__": {"id_": "086eac2b-160b-447d-adb5-308c01c8ff3e", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "10b0cfc6-420d-4f82-85ad-30978d57f5fd", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c9a1b9e7a83e598a17474543b3b62188b6d65d10bb54a8bbac21688a5a22a68b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "92c67e2c-20bb-4545-a80b-d2f73a24bf14", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2df24aa3a6ccfd1d8ad0c8a9a25347a4ac274b5ec9b0c19ac14add705f751994", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "10cd1773-9585-4b89-aad3-73093fdc184b", "node_type": "1", "metadata": {}, "hash": "fa7b84075c6617b207058f942db62dc7b8023badc374d1d9185149579302db7e", "class_name": "RelatedNodeInfo"}}, "hash": "b97f957a025fa48ebcf6b9eca5af3d3ae088724fa569909718990cf5745cb14d", "text": "And\nb y\nthe\nwa y ,\nas\nI\nsaid\nin\nmy\nr emarks,\nthe\npeople\nwho\nar e\nadopting\nthe\nMicr osoft\nsolutions\nar e\nsa ving\n60%.\nAnd\nso\nt o\nsome\ndegr ee,\nther e\nis\nr eal\ntime\nt o\nv alue\nand\ncost\nsa vings\nfor\nanybody\nwho ' s\nusing\nour\nsolution.\nSo\nwe 'r e\ngoing\nt o\nbe\nv er y ,\nv er y\nmindful\nof\nour\nr esponsibility\nas\ny ou\nsaid.\nA t\nthe\nsame\ntime,\nwe\nthink\nwe\nha v e\na\nsecurity\noppor tunity\nin\nbeing\nable\nt o\nsecur e\nthe\nentir e\nheter ogeneous\ndigital\nestate\nof\nour\ncust omers.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nRishi\nJaluria\nwith\nRBC.\nRishi\nJaluria\nW onder ful.\nThank\ny ou\nso\nmuch\nfor\ntaking\nmy\nquestions.\nAnd\nnice\nt o\nsee\ncontinued\nstr ength\nin\nthe\nbusiness.\nMa ybe\nI\nwanted\nt o\nask\na\nlittle\nbit\nphilosophically ,\nSaty a.\nSo\nthe\npandemic\nclearly\nacceler ated\ne v er y one ' s\ntime\nline\nt o\nmigr ate\nt o\nthe\ncloud,\ne v en\nif\nther e\nwasn 't\nnecessarily\na\nbig\npull\nfor war d\nther e.\nAs\nwe\nthink\nabout\na\npost-Omicr on\nworld,\nwher e\nther e\nis\nsome\nle v el\nof\no\ufb03ce\nr eopenings\nand\nvisibility\nint o\nthat,\nhow\nshould\nwe\nthink\nabout\nthe\npotential\nt", "start_char_idx": 0, "end_char_idx": 1040, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "10cd1773-9585-4b89-aad3-73093fdc184b": {"__data__": {"id_": "10cd1773-9585-4b89-aad3-73093fdc184b", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "10b0cfc6-420d-4f82-85ad-30978d57f5fd", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c9a1b9e7a83e598a17474543b3b62188b6d65d10bb54a8bbac21688a5a22a68b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "086eac2b-160b-447d-adb5-308c01c8ff3e", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "b97f957a025fa48ebcf6b9eca5af3d3ae088724fa569909718990cf5745cb14d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "61543492-5177-4dd6-9316-1084e793b48a", "node_type": "1", "metadata": {}, "hash": "25300e672ce10acee12a02f32218ce9185d477920a9c3e84bb91f8d65097c1eb", "class_name": "RelatedNodeInfo"}}, "hash": "fa7b84075c6617b207058f942db62dc7b8023badc374d1d9185149579302db7e", "text": "o\nthat,\nhow\nshould\nwe\nthink\nabout\nthe\npotential\nt o\nsee\nma ybe\nanother\nwa v e\nor\nanother\nacceler ation\nof\nthose\ncloud\nmigr ations\nwith\nthat\nability\nt o\nha v e\nin\no\ufb03ce\nand\nha v e\nhybrid\nwork?\nMa ybe\nwalk\nus\nthr ough\nthat.\nSaty a\nNadella\nY es.\nI\nmean,\nthe\n--\nas\nI\nsaid,\nsome\nof\nthe\ncont ours\nof\ndemand\nwill\nchange.\nF or\nexample,\none\nof\nthe\nsolutions\nI\nhighlighted\nis,\ncoming\nout\nof\nthe\npandemic,\nwe\nbuilt\nin\nDynamics\na\nSupply\nChain\nInsights\nmodule.\nW e\nwer e\nseeing\nsigni\ufb01cant\ndemand\nfor\nwhat\nwas\nour\ncust omer\ninsights\nmodule\ngoing\nint o\nthe\npandemic\nbecause\ne v er ybody\nneeded\nt o\ndeplo y\nessentially\ntheir\nonline\npr esence\nand\nuse\ncust omer\ndata\nt o\nbe\nable\nt o\nr each\ncust omers,\nand\nthat' s\nhow\ncommer ce\nhappened\nduring\nthe\npandemic.\nComing\nout\nof\nthe\npandemic,\nwe\nwer e\nhit\nwith\nsupply\nchain\nissues.\nSo\nsupply\nchain\ninsights\nbecame\nthe\nmost\nimpor tant\nthing.\nSo\nthat' s\nwher e\nthe\ndemand\npick ed\nup.\nSo\nas\nI\nlook\nat\nour\npor tfolio,\nwe\nar e\nseeing\na\nslightly\ndiff er ent\nset\nof\nsolutions.\nSame\nthing\nwith\nP ower\nPlatform,\nright?\nWhen\ny ou\nar e\nsor t\nof\nsa ying\nwe\nha v", "start_char_idx": 991, "end_char_idx": 2064, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "61543492-5177-4dd6-9316-1084e793b48a": {"__data__": {"id_": "61543492-5177-4dd6-9316-1084e793b48a", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q2", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "10b0cfc6-420d-4f82-85ad-30978d57f5fd", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c9a1b9e7a83e598a17474543b3b62188b6d65d10bb54a8bbac21688a5a22a68b", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "10cd1773-9585-4b89-aad3-73093fdc184b", "node_type": "1", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript.pdf"}, "hash": "fa7b84075c6617b207058f942db62dc7b8023badc374d1d9185149579302db7e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "127f817e-5ae9-4d59-8055-dc9427599e5f", "node_type": "1", "metadata": {}, "hash": "aa669f00284acc1cba52660c8abc5ba834d4f99d9b9dac02db5b74895f8434c8", "class_name": "RelatedNodeInfo"}}, "hash": "25300e672ce10acee12a02f32218ce9185d477920a9c3e84bb91f8d65097c1eb", "text": "ou\nar e\nsor t\nof\nsa ying\nwe\nha v e\na\nlabor\nfor ce\nshor tage\nand\nwe\nneed\nt o\ndo\nmor e\nwith\nless,\nguess\nwhat,\ny ou\nturn\nt o\nmor e\naut omation\nt ools,\nand\nthat' s\nwher e\nsomething\nlik e\nP ower\nPlatform,\nespecially\ngiv en\ny ou\ncan\ne v en\ntr ain\ny our\n\ufb01rst-line\nwork ers\nt o\nbe\nable\nt o\nbe\napp\nbuilders\nand\naut omate\nwork\ufb02ows.\nThat' s\npr o ving\nt o\nbe\na\npr oductivity\ndriv er .\nSo\nwe\nar e\nseeing\ndiff er ences\nin\ndemand.\nI\nthink\nthe\nstable\nstate\nher e\nwould\nbe\nthe\nstructur al\nshift\nthat' s\nhappened\nbecause\nof\nthe\npandemic\ncombined\nwith\ne v en\nsome\nof", "start_char_idx": 2032, "end_char_idx": 2579, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "127f817e-5ae9-4d59-8055-dc9427599e5f": {"__data__": {"id_": "127f817e-5ae9-4d59-8055-dc9427599e5f", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", 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"class_name": "RelatedNodeInfo"}, "3": {"node_id": "bc35d3c7-ce85-41aa-835e-c056c6da8575", "node_type": "1", "metadata": {}, "hash": "b2c44f66d029e97ff79a62c805c781c9d5b2648885d34430fa6f22e376ef5ca9", "class_name": "RelatedNodeInfo"}}, "hash": "aa669f00284acc1cba52660c8abc5ba834d4f99d9b9dac02db5b74895f8434c8", "text": "these\nconstr aints,\nwhether\nther e ' s\nsupply\nshocks\nor\nothers\nwill\nhopefully\ngo\nawa y .\nBut\nthe\n1\nthing\nthat\nisn 't\ngoing\nt o\ngo\nawa y\nis\nthe\nneed\nfor\nincr easing\nle v els\nof\ndigitization,\nboth\nin\nterms\nof\nt ools\nthat\npeople\nuse\nt o\nimpr o v e\nthe\npr oductivity\nof\ny our\nOpEx\nand\nthe\nCOGS\ny ou\nha v e\nin\ny our\nenterprise\nwill\npr obably\nnow\nha v e\na\ndigital\ncomponent\nt o\nit\nbecause\nthat' s\nwher e\nthe\nle v er age\nof\ncost\nwill\ncome.\nSo\nthat' s\nwhat\nwe\nar e\nbetting\non.\nAs\na\nper centage\n--\nI\nalwa ys\ngo\nback\nt o\nthat\nsimple\nformula.\nAs\na\nper centage\nof\nGDP ,\nwhat\nis\nI T\nspend\nbr oadly\nde\ufb01ned\nand\nwhat\nis\nit\ngoing\nt o\nbe\na\ny ear\nfr om\nnow ,\n2\ny ears\nfr om\nnow ,\n5\ny ears\nfr om\nnow ,\n10\ny ears\nfr om\nnow?\nIt' s\njust\ngoing\nt o\nbe\nmor e.\nAnd\nwe 'v e\ngot\nt o\ndo\na\ngood\njob\nof\nseeing\nthe\ntr ends\nbefor e\nthe y 'r e\nconv entional\nwisdom\nand\ngaining\nshar e.\nAnd\nso\nthat' s\nwher e\nwe\nwill\nr emain\nfocused.\nBr ett\nIv ersen\nThanks,\nRishi.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y ' s\nearnings\ncall.\nThank\ny", "start_char_idx": 0, "end_char_idx": 997, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "bc35d3c7-ce85-41aa-835e-c056c6da8575": {"__data__": {"id_": "bc35d3c7-ce85-41aa-835e-c056c6da8575", "embedding": null, "metadata": {"title": "Microsoft Corporation's (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript", "period": "Q2 2022", "ticker": "MSFT", "year": "2022", 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"b2c44f66d029e97ff79a62c805c781c9d5b2648885d34430fa6f22e376ef5ca9", "text": "tion\nof\nt oda y ' s\nearnings\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y ,\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nSaty a\nNadella\nThank\ny ou.\nA my\nHood\nThank\ny ou.\nOper at or\nLadies\nand\ngentlemen,\nthis\ndoes\nconclude\nt oda y ' s\nteleconf er ence.\nOnce\nagain,\nwe\nthank\ny ou\nfor\ny our\npar ticipation,\nand\ny ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.", "start_char_idx": 955, "end_char_idx": 1317, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "7b35aac1-194f-4f8b-8e8e-6f8a5b22e49f": {"__data__": {"id_": "7b35aac1-194f-4f8b-8e8e-6f8a5b22e49f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "4d8e48a7-a588-4e6f-8d00-16a6406373bf", "node_type": "4", "metadata": {"page_label": "1", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "052cd0c268780d23bdb350f972ff373b3dc1f0a26df2c855a015da2c4ae99f16", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9f95ac53-7f40-432b-bff1-0b1a1a239b5c", "node_type": "1", "metadata": {}, "hash": "fc60d7bd14d488dea87379221c6f8f1ebb6230e5884cad844a0ab2a4c62a741e", "class_name": "RelatedNodeInfo"}}, "hash": "60905516df812cc838161e71437a35682d22e3d5f2a797bddd73a64526cadc4d", "text": "Micr osoft\nCorpor ation\n(N ASD A Q:\nMSF T\n)\nQ1\nFiscal\n2022\nEarnings\nConf er ence\nCall\nOct ober\n26,\n2021\n5:30\nPM\nE T\nCompany\nP ar ticipants\nSaty a\nNadella\n\u2013\nChairman\nChief\nEx ecutiv e\nO\ufb03cer\nBr ett\nIv ersen\n\u2013\nGener al\nManager\nand\nInv est or\nRelations\nAmy\nHood\n\u2013\nChief\nFinancial\nO\ufb03cer\nAlice\nJalla\n\u2013\nChief\nAccounting\nO\ufb03cer\nK eith\nDolliv er\n\u2013\nDeputy\nGener al\nCounsel\nConf er ence\nCall\nP ar ticipants\nK eith\nW eiss\n\u2013\nMor gan\nStanle y\nBr ent\nThill\n\u2013\nJeff eries\nKarl\nK eirstead\n\u2013\nUBS\nMark\nMoer dler\n\u2013\nBernstein\nResear ch\nKash\nRangan\n\u2013\nGoldman\nSachs\nRaimo\nLenschow\n\u2013\nBar cla ys\nBr ad\nReback\n\u2013\nStif el\nBr ad\nSills\n\u2013\nBank\nof\nAmerica\nOper at or\nGr eetings\nand\nwelcome\nt o\nthe\nMicr osoft\nFiscal\nY ear\n2022,\nFirst-Quar ter\nearnings\nconf er ence\ncall.\n[Oper at or\nInstructions]\nAs\na\nr eminder ,\nthis\nconf er ence\nis\nbeing\nr ecor ded.\nIt\nis\nnow\nmy\npleasur e\nt o\nintr oduce\ny our\nhost,\nBr ett\nIv ersen,\nGener al\nManager\nand\nInv est or\nRelations.\nThank\ny ou,\ny ou\nma y\nbegin.\nBr ett\nIv ersen\nGood\nafternoon,\nand\nthank\ny ou\nfor\njoining\nus\nt oda y", "start_char_idx": 0, "end_char_idx": 1027, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9f95ac53-7f40-432b-bff1-0b1a1a239b5c": {"__data__": {"id_": "9f95ac53-7f40-432b-bff1-0b1a1a239b5c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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"fc60d7bd14d488dea87379221c6f8f1ebb6230e5884cad844a0ab2a4c62a741e", "text": "ou\nfor\njoining\nus\nt oda y .\nOn\nthe\ncall\nwith\nme\nar e\nSaty a\nNadella,\nChairman\nChief\nEx ecutiv e\nO\ufb03cer ,\nAmy\nHood,\nChief\nFinancial\nO\ufb03cer ,\nAlice\nJalla,", "start_char_idx": 1002, "end_char_idx": 1152, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ba254108-fc88-425b-8641-aff08fd701a2": {"__data__": {"id_": "ba254108-fc88-425b-8641-aff08fd701a2", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, 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"69cc512ef1374b73c0cb695334a95fc36f34fb3113c28a0e624f7d2905acf764", "text": "Chief\nAccounting\nO\ufb03cer ,\nand\nK eith\nDolliv er ,\nDeputy\nGener al\nCounsel.\nOn\nthe\nMicr osoft\nInv est or\nRelations\nwebsite,\ny ou\ncan\n\ufb01nd\nour\nearnings\npr ess\nr elease\nand\n\ufb01nancial\nsummar y\nslide\ndeck,\nwhich\nis\nintended\nt o\nsupplement\nour\npr epar ed\nr emarks\nduring\nt oda y ' s\ncall,\nand\npr o vides\na\nr econciliation\nof\ndiff er ences\nbetween\nGAAP\nand\nnon-GAAP\n\ufb01nancial\nmeasur es.\nUnless\nother wise\nspeci\ufb01ed,\nwe 'll\nr ef er\nt o\nnon-GAAP\nmetrics\non\nthe\ncall.\nThe\nnon-GAAP\n\ufb01nancial\nmeasur es\npr o vided\nshould\nnot\nbe\nconsider ed\nas\nsubstitute\nfor ,\nor\nsuperior\nt o\nthe\nmeasur es\nof\n\ufb01nancial\nper formance\npr epar ed\nin\naccor dance\nwith\nGAAP .\nThe y\nar e\nincluded\nas\nadditional\nclarifying\nitems\nt o\naid\ninv est ors\nin\nfur ther\nunderstanding\nthe\nCompany ' s\n\ufb01rst\nquar ter\nper formance,\nin\naddition\nt o\nthe\nimpact\nthese\nitems\nand\ne v ents\nha v e\non\nthe\n\ufb01nancial\nr esults.\nAll\ngr owth\ncomparisons\nwe\nmak e\non\nthe\ncall\nt oda y ,\nr elate\nt o\nthe\ncorr esponding\nperiod\nof\nlast\ny ear ,\nunless\nother wise\nnoted.\nW e\nwill\nalso\npr o vide\ngr owth\nr ates\nin\nconstant\ncurr ency\nwhen\na v ailable,\nas\na\nfr", "start_char_idx": 0, "end_char_idx": 1080, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b81ce536-5a5c-418d-9386-3e195e0cad09": {"__data__": {"id_": "b81ce536-5a5c-418d-9386-3e195e0cad09", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts 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or\nRelations\nwebsite.\nDuring\nthis\ncall,\nwe\nwill\nbe\nmaking\nfor war d-looking\nstatements,\nwhich\nar e\npr edictions,\npr ojections,\nor\nother\nstatements\nabout\nfutur e\ne v ents.\nThese\nstatements\nar e\nbased\non\ncurr ent\nexpectations\nand\nassumptions\nthat\nar e\nsubject\nt o\nrisks\nand\nuncer tainties.\nActual\nr esults\ncould\nmaterially\ndiff er\nbecause\nof\nfact ors\ndiscussed\nin\nt oda y ' s\nearnings\npr ess\nr elease\nin\nthe\ncomments\nmade\nduring\nthis\nconf er ence\ncall,\nand\nin\nthe\nRisk\nF act", "start_char_idx": 1050, "end_char_idx": 2180, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "973b7d4a-3560-4db5-a5da-b7e4980eb9d6": {"__data__": {"id_": "973b7d4a-3560-4db5-a5da-b7e4980eb9d6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": 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"f271f79bce94baac3a847d7fb8a38f844650bed2ff3419db1a7836ec90d83dcb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "060e6e4a-8cf3-421c-92c2-6c4d7e7a48e4", "node_type": "1", "metadata": {}, "hash": "bc43bbe8b3fdec4732b79f41ba8b3343f369d61dc9d5aa6cc73f3031485462ca", "class_name": "RelatedNodeInfo"}}, "hash": "9a31a1f30f24526ef61645f34ea1eb3c7b292e46b0f8a3770f476d337c34408b", "text": "er ence\ncall,\nand\nin\nthe\nRisk\nF act ors\nsection\nof\nour\nF orm\n10-K,\nF orm\n10-Q,\nand\nother\nr epor ts\nand\n\ufb01lings\nwith\nthe\nSecurities\nand\nEx change\nCommission.\nW e\ndo\nnot\nunder tak e\nany\nduty\nt o\nupdate\nany\nfor war d-looking\nstatements.\nAnd\nwith\nthat,\nI'll\nturn\nthe\ncall\no v er\nt o\nSaty a.\nSaty a\nNadella\nThank\ny ou,\nBr ett.\nW e 'r e\noff\nt o\na\nfast\nstar t\nin\n\ufb01scal\n2022,\nwith\nMicr osoft\nCloud\nquar terly\nr e v enue\nsurpassing\n$20\nbillion\nfor\nthe\n\ufb01rst\ntime,\nup\n36%\ny ear-o v er-y ear .\nThe\ncase\nfor\ndigital\ntr ansformation\nhas\nne v er\nbeen\nmor e\nur gent\nor\nmor e\nclear .\nDigital\ntechnology\nis\na\nde\ufb02ationar y\nfor ce\nin\nan\nin\ufb02ationar y\neconomy .\nBusinesses\nsmall\nand\nlar ge\ncan\nimpr o v e", "start_char_idx": 2145, "end_char_idx": 2826, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "060e6e4a-8cf3-421c-92c2-6c4d7e7a48e4": {"__data__": {"id_": "060e6e4a-8cf3-421c-92c2-6c4d7e7a48e4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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"bc43bbe8b3fdec4732b79f41ba8b3343f369d61dc9d5aa6cc73f3031485462ca", "text": "pr oductivity\nand\nthe\naffor dability\nof\ntheir\npr oducts\nand\nser vices\nb y\nbuilding\ntech\nin\ndensity .\nThe\nMicr osoft\nCloud\ndeliv ers\nthe\nend-t o-end\nplatforms\nand\nt ools\nor ganizations\nneed\nt o\nna vigate\nthis\ntime\nof\ntr ansition\nand\nchange.\nNow ,\nI'll\nhighlight\nexamples\nof\nour\ninno v ation\nand\nmomentum,\nstar ting\nwith\nA zur e.\nE v er y\nor ganization\nwill\nneed\na\ndistributed\ncomputing\nfabric\nacr oss\nthe\ncloud\nand\nthe\nedge\nt o\nr apidly\nbuild,\nmanage,\nand\ndeplo y\napplications\nanywher e.\nW e\nar e\nbuilding\nA zur e\nas\nthe\nworld' s\ncomputer ,\nwith\nmor e\ndatacenter\nr egions\nthan\nany\nother\npr o vider\ndeliv ering\nfaster\naccess\nt o\ncloud\nser vices\nwhile\naddr essing\ncritical\ndata\nr esidency\nr equir ements.\nAnd\nwe 'r e\npar tnering\nwith\nmobile\noper at ors\nfr om\nA T&T\nand\nV eriz on\nin\nthe\nUnited\nStates,\nt o\nT elefonica\nand\nBG\nin\nE ur ope,\nT elstr a\nand\nSingT el\nin\nAsia\nP aci\ufb01c,\nas\nthe y\nembr ace\nnew\nbusiness\nmodels\nand\nbring\nultr a-low\nlatency\ncompute\npower\nand\nst or age\nt o\nthe\nnetwork\nand\nthe\nenterprise\nedge.\n78%\nof\nthe\nF or tune\n500\nuse\nour\nhybrid\noff erings.\nAnd\nwith\nA zur e\nAr c,\ncust omers\nlik e\nNokia,\nRo y", "start_char_idx": 0, "end_char_idx": 1113, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "220481ef-bb30-40be-aae8-c57fd7ac706c": {"__data__": {"id_": "220481ef-bb30-40be-aae8-c57fd7ac706c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3a455394-39ab-43ba-b795-06234eb3439d", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6736af16b5cdeaf866f6f0663c73c92e611be13d9dae4dc39a85b3f881dfe2b6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "060e6e4a-8cf3-421c-92c2-6c4d7e7a48e4", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bc43bbe8b3fdec4732b79f41ba8b3343f369d61dc9d5aa6cc73f3031485462ca", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "43223d67-9e01-44eb-88ec-fe93c4593b15", "node_type": "1", "metadata": {}, "hash": "e132f273cd40a04aa47fd0924d1719f1d84f6f34117d67e4e7bff674e31b4ee8", "class_name": "RelatedNodeInfo"}}, "hash": "619450566462d3c3aad73ea5710252f6591064a3468a314bb6d2f9bb5a56d31e", "text": "zur e\nAr c,\ncust omers\nlik e\nNokia,\nRo y al\nBank\nof\nCanada\nand\nSKF\ncan\ndeplo y\nand\nrun\napplications\nat\nthe\nedge\nor\nin\nmulti-cloud\nenvir onments.\nOr ganizations\nalso\npr ef er\nour\ncloud\nt o\npower\nthe\nmission-critical\napps\nthe y\nr ely\non\ne v er y\nda y .\nGE\nHealthcar e\nand\nPr octer\n&\nGamble\nmigr ated\ncritical\nworkloads\nt o\nA zur e\nthis\nquar ter .\nAnd\nleading\ncompanies\nin\ne v er y\nindustr y\nincluding\nBer telsmann,\nKimberly-Clark,\nthe\nNBA,\nSoftbank,\nThyssenKrupp,\nall\nchose\nA zur e\nfor\ntheir\nSAP\nworkloads.\nNow\nont o\ndata,\nthe\nleading\nindicat or\nof\ndigital\ntr ansformation\nsuccess\nin\nan\nor ganization\nis\nor ganizations\nability\nt o\nturn\ndata\nint o\nanalytical\nand\npr edictiv e\nbar .\nA zur e\nSynapse\nbrings\nt ogether\ndata\nintegr ation,\nenterprise\ndata\nwar ehousing,\nand\nbig\ndata\nanalytics\nint o\na\ncompr ehensiv e\nsolution.\nWith\nSynapse\nLink\nfor\nData v erse,\nor ganizations\ncan\nanalyz e\ndata\nfr om\nbusiness\napplications\nlik e\nP ower\nPlatform\nand\nDynamics\n365\nwith\njust\na\nf ew\nclicks.\nWith\nSynapse\nLink\nfor\nCosmos\nDB,\nthe y\ncan\nrun\nr eal-time,\nnon\nE TL\nanalytics\no v er\ntheir\noper ational\ndata.\nAnd\nwith\nP ower\nBI,\nany one\nin\nthe\nor ganization\ncan\naccess\nthese\ninsights.\nThousands\nof\nactiv", "start_char_idx": 1073, "end_char_idx": 2255, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "43223d67-9e01-44eb-88ec-fe93c4593b15": {"__data__": {"id_": "43223d67-9e01-44eb-88ec-fe93c4593b15", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "3a455394-39ab-43ba-b795-06234eb3439d", "node_type": "4", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6736af16b5cdeaf866f6f0663c73c92e611be13d9dae4dc39a85b3f881dfe2b6", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "220481ef-bb30-40be-aae8-c57fd7ac706c", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "619450566462d3c3aad73ea5710252f6591064a3468a314bb6d2f9bb5a56d31e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "941875f4-3b72-43d4-bfb5-50d284a6ae77", "node_type": "1", "metadata": {}, "hash": "8d5a49c4a81c7c2d17c035e53928cef8e4d0c9406bfd930c427db5e520d9d6ba", "class_name": "RelatedNodeInfo"}}, "hash": "e132f273cd40a04aa47fd0924d1719f1d84f6f34117d67e4e7bff674e31b4ee8", "text": "ganization\ncan\naccess\nthese\ninsights.\nThousands\nof\nactiv e\nP ower\nBI\ncust omers\nar e\nusing\nSynapse\nt oda y .\nMor e\nthan\ne v er ,\ne v er y\nbusiness\nneeds\na\nholistic\nunderstanding\nof\nits\ndata\nestate.\nAnd\nA zur e\nPur view ,\nnow\ngener ally\na v ailable\nis\nhelping\nor ganizations\nsuch\nas\nF edEx,\nmanage\nand\ngo v ern\non-pr emise,\nmulti-cloud,\nand\nSaaS\ndata.\nNow\nont o\nde v elopers,\nas\ne v er y\nCompany\nbecomes\na\ndigital\nCompany ,\nthe y\nwill\nneed\nstandar diz ed\nt ools\nt o\nmoderniz e\nexisting\napps\nand\nbuild\nnew\nones.\nF r om\nGitHub\nt o\nVisual\nStudio,\nwe\nha v e\nthe\nmost\nused\nand\nlo v ed\nde v eloper\nt ools\nt o\nbuild\nany\napp\non\nany", "start_char_idx": 2199, "end_char_idx": 2821, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "941875f4-3b72-43d4-bfb5-50d284a6ae77": {"__data__": {"id_": "941875f4-3b72-43d4-bfb5-50d284a6ae77", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a2f573f6-12a5-4fe6-b771-2030d6449082", "node_type": "4", "metadata": {"page_label": "4", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ab9cc0a2a4ee7cee6f2f0a039d315926710bc0b3c64618356b3a4ad2a45ee8fb", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "43223d67-9e01-44eb-88ec-fe93c4593b15", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e132f273cd40a04aa47fd0924d1719f1d84f6f34117d67e4e7bff674e31b4ee8", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "dd8f57b4-d5ba-4019-a2e2-ebd17c7b94e7", "node_type": "1", "metadata": {}, "hash": "7328d09b9df5ffd1135fac27006f170e8e45ce1ae3f60f1a581b23f67c51ac6e", "class_name": "RelatedNodeInfo"}}, "hash": "8d5a49c4a81c7c2d17c035e53928cef8e4d0c9406bfd930c427db5e520d9d6ba", "text": "platform.\nGitHub,\nis\nnow\nhome\nt o\n73\nmillion\nde v elopers,\nup\n2x,\nsince\nour\nacquisition\nthr ee\ny ears\nago.\nMor e\nand\nmor e\nbusinesses\nar e\nchoosing\nGitHub\nenterprise\nt o\npr o vide\ntheir\nde v eloper\nteams\nthe\nmost\nadv anced\nplatform\nt o\nbuild,\nship\nand\nmaintain\nsoftwar e.\nThis\nquar ter\nalone,\nwe\nintr oduced\nmor e\nthan\n70\nenterprise\nf eatur es,\n84%\nof\nthe\nF or tune\n100\nuse\nGitHub,\nand\nwe 'r e\nseeing\ngr owing\nusage\nfr om\ndigital\nnativ e\ncompanies\nand\nthe\nworld' s\nmost\nestablished\n\ufb01rms.\nF r om\nPinter est\nt o\nPr octer\n&\nGamble,\nfr om\nStripe\nt o\nSociety\nGener ale,\nwe 'r e\nr apidly\ninno v ating\nin\nAI\nand\nour\nlar ge-scale\nmodels\nar e\npowering\ne v er ything,\nfr om\nmeeting\nr ecaps\nin\nT eams,\nt o\nhelping\nde v elopers\ncode\nin\nGitHub,\nt o\nthe\nnext\nbest\naction\nin\nDynamics\n365.\nAnd\nas\nmachine\nlearning\ncontinues\nt o\nmatur e,\nmanaging\nthe\nlif e\ncy cle\nof\nmodels\nor\nML\nops\nhas\nbecome\nmor e\npr e v alent\nand\nA zur e\nML\nis\nnow\nthe\ngo-t o\nt ool\nfor\ndata\nscience\nteams.\nAnd\nlar ge\nor ganizations\nfr om\nE colab\nt o\nPr o vidence\nHealthcar e\nar e\nr elying\non\nA zur e\nAI\nt o\nbetter\nmeet\ncust omer\nneeds.\nNow ,\nt o\nP", "start_char_idx": 0, "end_char_idx": 1101, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "dd8f57b4-d5ba-4019-a2e2-ebd17c7b94e7": {"__data__": {"id_": "dd8f57b4-d5ba-4019-a2e2-ebd17c7b94e7", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], 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"7328d09b9df5ffd1135fac27006f170e8e45ce1ae3f60f1a581b23f67c51ac6e", "text": "o\nbetter\nmeet\ncust omer\nneeds.\nNow ,\nt o\nP ower\nPlatform.\nWith\nP ower\nPlatform,\nwe 'r e\nhelping\ndomain\nexper ts\ndriv e\npr oductivity\ngains\nwith\nlow-code,\nno-code\nt ools,\nr obotic\npr ocess\naut omation,\nvir tual\nagents,\nand\nbusiness\nintelligence.\nAll\nup,\nP ower\nPlatform\nnow\nhas\nnearly\n20\nmillion\nmonthly\nactiv e\nusers,\nup\n76%\ny ear-o v er-y ear .\nP ower\nApps\nis\nthe\nundisputed\nmark et\nleader\nin\nlow-code\nno-code\nt ools,\nnow\nwith\n10\nmillion\nmonthly\nactiv e\nusers.\n91%\nof\nthe\nF or tune\n500\nuse\nthe\nser vice\nt o\nbuild\napplications,\nand\n129\nor ganizations\nha v e\nmor e\nthan\n10,000\nusers,\nincluding\n3M,\nEY ,\nGSK,\nMarks\nand\nSpencer ,\nSony ,\nand\nZF\nGr oup.\nNow\non\nt o\nDynamics\n365,\ngoing\nfor war d,\ne v er y\nbusiness\npr ocess\nwill\nbe\ncollabor ativ e,\npower ed\nb y\ndata\nand\nAI,\nand\nwill\nbridge\nthe\ndigital\nand\nphysical\nworld.\nDynamics\n365\nushers\nin\nthis\nhyper-connected\nbusiness\npr ocess\ner a.\nW e\ncontinue\nt o\ngain\nshar e.\nWith\nDynamics\n365\nand\nteams\nwe\nar e\ncr eating\na\ncomplete,\nnew\ncategor y\nof\ncollabor ativ e\napplications\nthat\nhelp\nbusinesses\nlik e\nRockwell\nA ut omation,\nWillis\nT owers\nW atson,\nsur face\ndata\nand\ninsights\nacr oss\nthe\nentir e\nor ganization.\nDynamics\n365\nCust", "start_char_idx": 1059, "end_char_idx": 2231, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "70349cf9-5598-4cd7-b91b-57b8fa583a07": {"__data__": {"id_": "70349cf9-5598-4cd7-b91b-57b8fa583a07", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", 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.\nAnd\nwhen\nwe\nthink\nabout\nour\nappr oach\nt o\nsustainability ,\nit' s\nmor e\nthan\njust\nthe\ncarbon\nfootprint\nof\nour\nown\ndatacenters.\nWith\nour\nMicr osoft\nCloud\nfor\nsustainability ,\nwe 'r e\ncr eating\nan\nentir ely\nnew\nbusiness\npr ocess\ncategor y\nt o\nhelp\nor ganizations\nmonit or\nthe\ncarbon\nfootprint\nacr oss\ntheir\noper ations.\nThe\nworld' s\nlar gest\nbaking\nCompany ,\nGrupo\nBimbo,\nfor\nexample,\nis\nusing\nour\nt ools\nt o\nr epor t,\nr ecor d,\nand\nr educe\nits\nemissions\nin\ne v er y\ncountr y\nwher e\nit\noper ates.\nNow\nont o\nLink edIn,\nwe 'r e\nexperiencing\na\ngr eat\nr eshu\ufb04e\nacr oss\nthe\nglobal\nlabor\nmark et,\nas\npeople\nar e\nr ethinking\nnot\nonly\nwher e\nand\nhow\nthe y\nwork,\nbut\nwhy .\nAnd\nas\nmor e\npeople\nchange\njobs\nthan\ne v er\nbefor e,\nwe\nsaw\nr ecor d\nengagement\nas\nthe y\nincr easingly\nturn\nt o\nLink edIn\nt", "start_char_idx": 0, "end_char_idx": 1109, "text_template": "{metadata_str}\n\n{content}", 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,\nwe\nlaunched\nnew\nwa ys\nt o\nhelp\njob-seek ers\ndisco v er\nr oles\nthat\nalign\nwith\nhow\nthe y\nwant\nt o\nwork.\nIn\na\nr apidly-e v olving\nlabor\nmark et,\ncompanies\nar e\nincr easingly\nturning\nt o\nLink edIn\nLearning\nt o\nup-skill\nand\nr e-skill\ntheir\nemplo y ees.\nW e\nnow\nha v e\no v er\n15,000\nenterprise\ncust omers\nof\nLink edIn\nLearning,\nand\nwe\nar e\nexpanding\nour\noppor tunity\nin\nthe\ncr eat or\neconomy ,\nincluding\noff ering\nnew\nwa ys\nfor\nLink edIn\nLearning\ninstruct ors\nt o\nbuild\ntheir\naudiences\nand\nconnect\nwith\nlearners\nliv e.\nBusinesses\ncontinue\nt o\nchoose\nLink edIn\nas\nthe\ntrusted\nwa y\nt o\nr each\npr of essionals.\nLink edIn\nadv er tising\nr e v enue\nwas\nup\n61%\ny ear-o v er-y ear .\nNow\nont o\nMicr osoft\n365\nand\nteams.\nFlexibility\nand\npr oductivity\nar e\nnot\nmutually\nex clusiv e.\nW e\nar e\ninno v ating\nt o\nempower\npeople\nt o\nha v e\nimpact\nfr om\nhome,\nin\nthe\no\ufb03ce,\nand\nanywher", 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ate\nas\none\nextended\nteam\nwithout\nswitching\ntenants.\nIn\npriv ate\npr e view ,\nwe 'r e\nalr eady\nseeing\nstr ong\ninter est\nin\nusage\nfr om\ncompanies\nlik e\nL VMH\nand\nWPP .\nT eams\nb y\nitself\nhas\nbecome\na\n\ufb01rst-class\nplatform\nfor\napplication\nde v elopment.\nF or\nexample,\nemplo y ees\nat\nLe vi\nStr auss,\nan\nN T T\ndata\nar e\nusing\nser vice\nnow ,\napplications\nright\nwithin\nT eams\nDr ax' s\ncritical\ninfo\nwithin\nthe\n\ufb02ow\nof\nwork.\nOr ganizations\nar e\nalso\nusing\nP ower\nPlatform\nt o\nbuild\ntheir\nown\nrich,\ncollabor ativ e\napps\nwithin\nT eams\nfor\ne v er ything,\nfr om\ncurbside\npickup\nt o\ncar e\nteam\ncoor dination.\nAll\nof\nthe\nnumber\nof\nor ganizations\nwith\nmor e\nthan\n10,000\nusers\nintegr ating\nthat\nthir d-par ty\nand\nline\nof\nbusiness\napplications\nwith\nteams\nincr eased\n82%\ny ear-o v er-y ear .\nW e 'r e\ncr eating\na\ncomplete\nnew\ncategor y\nwith\nMicr osoft\nViv a,\nwhich\nbrings\nt", "start_char_idx": 0, "end_char_idx": 1177, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "33f2c5b4-8cc3-461f-85b7-c65e68cf684d": {"__data__": {"id_": "33f2c5b4-8cc3-461f-85b7-c65e68cf684d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6694020e-780b-4729-a596-b4ce9af67087", "node_type": "4", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "20cb4a294886604ad97bb50411523bc9101dafe5d8fbb91b9fa548fee7bc07a1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d211c266-bccf-4dd7-8a78-34e7cdee33cb", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "498bad376094ec9d8ea415e0d5b392bb648d378dd4bfa9865ccef187a5c2f64b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "68c74a8d-0a64-4db3-9d8b-50f05c17003b", "node_type": "1", "metadata": {}, "hash": "67b52330da384ece950fe5512b88ca8c808397e83f5e0c54a869491165f62cc2", "class_name": "RelatedNodeInfo"}}, "hash": "44e14295736f01022600c2edc47cc06684afbe21d3336716db13e885cba6944b", "text": "y\nwith\nMicr osoft\nViv a,\nwhich\nbrings\nt ogether\ncommunications,\nknowledge,\nlearning,\nr esour ces,\nand\ninsights.\nOur\nacquisition\nof\nAlly .io,\na\nleader\nin\nthe\nfast-gr owing\nobjectiv es\nand\nk e y\nr esults\ncategor y ,\nadds\nnew\nt ools\nt o\nhelp\nemplo y ees\ndriv e\noutcomes,\nnot\njust\noutput,\nin\nhybrid\nwork.\nA v anade,\nOld\nMutual,\nP a yP al,\nand\nT o y ota\nNor th\nAmerica\nall\nchose\nViv a\nt o\nhelp\nstr engthen\nconnections\nbetween\nemplo y ees\nand\ntheir\nmission\nbetween\nemplo y ees\nand\nmanagers\nand\ndriv e\nindividual\nempowerment.\nAcr oss\nMicr osoft\n365,\nwe 'r e\nseeing\ngr owth\nin\nall\nsegments,\nincluding\ntriple-digit\ny ear-o v er-y ear\nusage,\ngr owth\nof\nT eams\nin\nfr ont-line.\nColes,\none\nof\nA ustr alia ' s\nlar gest\nr etailers\nchose\nT eams\nt o\nbring\ntwo-wa y\ncommunications\nt o\nmor e\nthan\na\n120,000\nfr ontline\nemplo y ees.\nAnd\nChe vr on,\nH&M,\nL umen\nand\nSt.\nJude\nall\nturn\nt o\nour\npr emium\nMicr osoft\n365\nE-5\noff erings\nfor\nadv anced\nsecurity\ncompliance,\nv oice\nand\nanalytics.\nNow\nont o\nWindows.\nEarlier\nthis\nmonth,\nwe\nlaunched\nWindows\n11,\nthe\nbiggest\nupdate\nt o\nour\noper ating\nsystem\nin\na\ndecade.\nWhen\nI\nstep\nback\nand\nr", "start_char_idx": 1138, "end_char_idx": 2246, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "68c74a8d-0a64-4db3-9d8b-50f05c17003b": {"__data__": {"id_": "68c74a8d-0a64-4db3-9d8b-50f05c17003b", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6694020e-780b-4729-a596-b4ce9af67087", "node_type": "4", "metadata": {"page_label": "6", 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er .\nTher e\nhas\nbeen\na\nstructur al\nshift\nin\nPC\ndemand\nemer ging\nfr om\nthis\npandemic,\nand\nwe\ndelighted\nwith\nthe\nearly\nr esponse\nt o\nWindows\n11,\nwith\ne v er y\nnew\ngener ation\nof\nwindows.\nW e\nalso\nunlock ed\nthe\nnext\ngener ation\nof\nhar dwar e\ninno v ation\nacr oss\nour\necosystem.\nAnd\nt ogether\nwith\nour\nOEM\npar tners,\nwe\nar e\nex cited\nt o\noff er\nthe\nwidest\nchoice\nof\nWindows\n11\nde vices\nat\ne v er y\nprice\npoint\nin\ne v er y\nform\nfact or\nthis\nholida y .\nW e\nar e\npr o viding\npeople\nand\nor ganizations\ne v er ywher e\nwith\nthe\nmost\ndiff er entiated\nde vices\nfor\npr oductivity ,\nlearning,\nand\ngaming,\nand\nalso\nha v e\nmassiv e\noppor tunity\nt o\ncr eate\na\nnew", "start_char_idx": 2247, "end_char_idx": 3011, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "391abf0e-9792-4f72-9106-6eebeb0adccd": 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emo v e\npasswor ds\nfr om\ntheir\npersonal\nMicr osoft\naccounts.\nAnd\nwe 'r e\nnot\nst opping\nther e.\nOv er\nthe\nnext\n5\ny ears,\nwe 'll\ninv est\n$20\nbillion\nt o\nadv ance\nour\nsecurity\nsolutions\nand\npr otect\ncust omers.\nNow ,\non\nt o\ngaming.\nW e\ncontinue\nt o\nattr act\nnew\ngamers\nand\nr etain\nthose\nwe\nha v e\ngained\no v er\nthe\npast\ny ear\nand\na\nhalf.\nW e\nsaw\nr ecor d\n\ufb01rst-quar ter\nmonetization\nand\nengagement.\nThis\nholida y\nseason\nwill\nbring\nour\nbiggest\nlineup\nof\ncontent\nand\nex clusiv e\ngames\ne v er ,\nwith\n3\nnew\nAAA\ntitles,\nincluding\nHalo\nIn\ufb01nitiv e\na v ailable\nvia\nGame\nP ass\nsubscription\nser vice,\nwhich\ncontinues\nt o\noff er\nthe\nbest\nv alue\nin\ngaming.\nW e 'r e\nalso\nbringing\nX Cloud\ngaming\nt o\nthe\nconsole\nfor\nthe\n\ufb01rst\ntime,\nenabling\nXbo x\nusers\nt o\ndisco v er\nthe\nstr eam\nand\nstr eam\nmor", "start_char_idx": 1095, "end_char_idx": 2170, "text_template": 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tunity\nwith\nindependent\ncr eat ors\nas\nwell\nas\nt op\nstudios.\nUpdates\nt o\nA zur e\nPla yF ab\nmak e\nit\neasier\nfor\nde v elopers\nt o\nintegr ate\nthe\ncr eat or\nmark etplace\nin\ngames\nthe y\nbuilt.\nAnd\nleading\npublishers\nfr om\nBungie\nt o\nCr aften,\nar e\nall\nr elying\non\nour\ncloud\nt o\nscale\nand\noper ate\ntheir\ngames.\nIn\nclosing,\nwe\nha v e\nthe\nmost\ndiv ersi\ufb01ed\nset\nof\ndigital\nbusinesses,\nand\nwe\nar e\ninno v ating\nt o\nexpand\nour\noppor tunity\nacr oss\nthe\nentir e\npor tfolio\nt o\nhelp\nour\ncust omers\nin\nthis\nnew\ner a.", "start_char_idx": 2130, "end_char_idx": 2862, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "07992b15-eb9c-46ba-bdf6-5fca1c272cde": {"__data__": {"id_": "07992b15-eb9c-46ba-bdf6-5fca1c272cde", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 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"100497c2739a8af2cd25ba322dbd4cd95cb1bd0c847d4bf601d1b00c2b30d2f9", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9c071fc6-51eb-4829-a051-98a57031877a", "node_type": "1", "metadata": {}, "hash": "ada158075b31b96c18e1939f6020c7d89d928435baafd9dc793fc87b519e8b8e", "class_name": "RelatedNodeInfo"}}, "hash": "77dde8df8beb39133dd2051949dc8410f30517c0026d42590ded71c1c5f95b4b", "text": "Next\nweek,\nwe 'll\nhold\nour\n\ufb02agship\nIgnite\nConf er ence\nwher e\nwe\nwill\nshar e\nthe\nnext\nchapter\nof\nMicr osoft\nCloud\nfr om\nthe\nmeta v erse\nt o\nlar ge-scale\nAI,\nfr om\nhybrid\nwork\nt o\nhybrid\ninfr astructur e.\nI\ncouldn 't\nbe\nmor e\noptimistic\nabout\nthe\noppor tunities\nahead.\nWith\nthat,\nI'll\nhand\nit\no v er\nt o\nAmy .\nA my\nHood\nThank\ny ou\nSaty a\nand\ngood\nafternoon\ne v er y one.\nOur\nFirst-Quar ter\nr e v enue\nwas\n$45.3\nbillion,\nup\n22%\nand\n20%\nin\nconstant\ncurr ency .\nEarnings\nper\nshar e\nwas\n$2.27,\nand\nincr eased\n25%\nand\n23%\nin\nconstant\ncurr ency\nwhen\nadjusted\nfor\na\nnet\ntax\nbene\ufb01t\nof\n$3.3\nbillion\nr elated\nt o\nthe\ntr ansf er\nof\nintangible\npr oper ties\nthis\nquar ter .\nOur\nsales\nteams\nand\npar tners\ndeliv er ed\na\nstr ong\nstar t\nt o\nthe\n\ufb01scal\ny ear .\nAnd\nour\ncommer cial\nbusiness,\ncust omers\ncontinue\nt o\nchoose\nthe\nMicr osoft\nCloud.\nW e\nagain\nsaw\nhealthy\ngr owth\nin\nour\nA zur e\nconsumption-based\nbusiness,\nand\nincr eased\nusage\nacr oss\npr oducts,\nsuch\nas\nT eams\nand\nP ower\nPlatform,\nas\nSaty a\nr e\ufb02ected\nin\nthe\ncomments.\nIn\nour\non-pr emises\nbusiness,\nannuity\nper", "start_char_idx": 0, "end_char_idx": 1051, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9c071fc6-51eb-4829-a051-98a57031877a": {"__data__": {"id_": "9c071fc6-51eb-4829-a051-98a57031877a", "embedding": null, "metadata": {"title": 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Results - Earnings Call Transcript.pdf"}, "hash": "77dde8df8beb39133dd2051949dc8410f30517c0026d42590ded71c1c5f95b4b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b8bd1ee4-cfcd-4cbd-b295-7f6b195a474b", "node_type": "1", "metadata": {}, "hash": "30b8f02c5845391e5adafc32a4e2b963a714fc71c4d5719d69349c7c38d353de", "class_name": "RelatedNodeInfo"}}, "hash": "ada158075b31b96c18e1939f6020c7d89d928435baafd9dc793fc87b519e8b8e", "text": "emises\nbusiness,\nannuity\nper formance\nin\nO\ufb03ce\nt o\nSer v er\nbene\ufb01ted\nfr om\na\ngr eater-than-expected\nmix\nof\ncontr acts,\nwith\nhigher\nin-period\nr e v enue\nr ecognition.\nAnd\nin\nLink edIn,\nthe\ntalent\nSolutions\nbusiness\ncontinued\nt o\nbene\ufb01t\nfr om\nan\nimpr o v ed\njob\nmark et.\nIn\nour\nconsumer\nbusiness,\nWindows\nOEM\nper formance\nwas\nbetter\nthan\nexpected\nin\na\ngr owing\nPC\nmark et,\ndespite\nongoing\nsupply\nchain\nconstr aints.\nW e\nalso\nsaw\npositiv e\ndemand\nsignals\nfor\nWindows\n11\nahead\nof\nlaunch\nwith\nnearly\nall\nde vices\nbuilt\nthis\nquar ter\neligible\nfor\nupgr ade.\nMicr osoft\n365\nsubscription\ngr owth\ndr o v e\nO\ufb03ce\nconsumer\nr esults,\nadv er tising\nmark et\ngr owth\ndr o v e\nanother\nstr ong\nquar ter\nin\nLink edIn,\nas\nwell\nas\nsear ching\nNews\nadv er tising.\nAnd\nin\ngaming,\nwe\nwer e\nable\nt o\nship\nmor e\nXbo x\nseries\nX\nand\nS\nconsoles\nthan\nexpected,\ne v en\nas\ndemand\ncontinues\nt o\nex ceed\nsupply .\nLet' s\nmo v e\nt o\nour\no v er all\nr esults.\nAgainst\nthe\nstr ong\nprior-y ear\ncompar able\ncommer cial\nbookings\ngr ew\n11%\nand\n14%\nin\nconstant\ncurr ency\ndriv en\nb y\nconsistent\nex ecution\nacr oss\nnew ,\nadd-on,\nand\nr enewal\nsales\nmotions.\nThis\nQuar", "start_char_idx": 1023, "end_char_idx": 2140, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, 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enues\nthat\nwill\nbe\nr ecogniz ed\nwithin\nand\nthe\npor tion\nbe y ond\nthe\nnext\n12\nmonths.\nAnd\nour\nannuity\nmix\nincr eased\n2\npoints\ny ear-o v er-y ear\nt o\n95%.\nMicr osoft\nCloud\nr e v enue\ngr ew\n36%\nand\n34%\nin\nconstant\ncurr ency\nt o\n$20.7\nbillion\nahead\nof\nexpectations.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\ndecr eased\nslightly\ny ear-o v er-y ear\nt o\n71%.\nEx cluding\nthe\nimpact\nfr om\na\nchange\nin\naccounting\nestimate\nfor\nthe\nuseful\nlif e\nof\nser v er", "start_char_idx": 2093, "end_char_idx": 2876, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a0ae1d40-631e-4ef7-91b2-8c00a2819827": {"__data__": {"id_": "a0ae1d40-631e-4ef7-91b2-8c00a2819827", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "10cb4640-d724-4e6c-9bec-8ca7666000cc", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "5f66f9ff619ce9413802983f184db6ec7802f4e3d1b868d68664ae77eb8a6697", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b8bd1ee4-cfcd-4cbd-b295-7f6b195a474b", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "30b8f02c5845391e5adafc32a4e2b963a714fc71c4d5719d69349c7c38d353de", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b8727f37-8e32-41c8-afdb-ca9c9b01ec9e", "node_type": "1", "metadata": {}, "hash": "14a1ade8cf35bfa3ee507a8f4decf31f1c3010d1b5e1427d7e46f525ef5234c5", "class_name": "RelatedNodeInfo"}}, "hash": "e29f11ccb59ec701fa4d52532c1ba2da5148eabba403ed23d69fd83d4c787d1f", "text": "and\nnetwork\nequipment\nassets.\nMicr osoft\nCloud,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n4\npoints,\ndriv en\nb y\nimpr o v ement\nin\nour\nCloud\nSer vices,\npar ticularly\nin\nA zur e\nand\nO\ufb03ce\n365,\npar tially\noffset\nb y\nsales\nmix\nshift\nt o\nA zur e.\nWith\nthe\nweak er\nU.S.\ndollar\nFX\nincr eased\nt otal\nCompany\nPr oductivity\nand\nBusiness\nPr ocesses\nand\nIntelligent\nCloud\nr e v enue\ngr owth\nb y\n2\npoints.\nIn\nline\nwith\nexpectations.\nMor e\npersonal\ncomputing\nr e v enue\ngr owth\nwas\nincr eased\nb y\n1\npoint\nfr om\nFX,\nless\nfa v or able\nthan\nexpected.\naff ects\nincr eased\ncost\nb y\n1\npoint,\nin\nline\nwith\nexpectations,\nand\nhad\nno\nimpact\nt o\noper ating\nexpense,\nslightly\nmor e\nfa v or able\nthan\nexpected.\nGr oss\nmar gin\ndollars\nincr eased\n21%,\nand\n19%\nconstant\ncurr ency .\nGr oss\nmar gin\nper centage\nwas\n70%,\ndown\nslightly\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\ndiscussed\nearlier ,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n1\npoint,\ndriv en\nb y\nimpr o v ements\nin\nCloud\nSer vices\nnoted\nearlier ,\npar tially\noffset\nb y\nsales\nmix\nshift\nt o\nCloud.\nOper ating\nexpense\nincr eased\n11%,\nlower\nthan\nexpected,\nprimarily\ndriv en\nb y\ninv", "start_char_idx": 0, "end_char_idx": 1155, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b8727f37-8e32-41c8-afdb-ca9c9b01ec9e": {"__data__": {"id_": "b8727f37-8e32-41c8-afdb-ca9c9b01ec9e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "10cb4640-d724-4e6c-9bec-8ca7666000cc", "node_type": "4", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "5f66f9ff619ce9413802983f184db6ec7802f4e3d1b868d68664ae77eb8a6697", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a0ae1d40-631e-4ef7-91b2-8c00a2819827", "node_type": "1", "metadata": {"page_label": "9", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e29f11ccb59ec701fa4d52532c1ba2da5148eabba403ed23d69fd83d4c787d1f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3681a94b-876f-4e0b-8beb-9131eded0dad", "node_type": "1", "metadata": {}, "hash": "14c7ee19e17b8d6315c007702a5d657d8f190bb12375475db6ed2c6592239b4b", "class_name": "RelatedNodeInfo"}}, "hash": "14a1ade8cf35bfa3ee507a8f4decf31f1c3010d1b5e1427d7e46f525ef5234c5", "text": "en\nb y\ninv estments\nthat\nshifted\nt o\nfutur e\nquar ters.\nA t\na\nt otal\nCompany\nle v el,\nheadcount\ngr ew\n14%\ny ear-o v er-y ear ,\nas\nwe\ncontinue\nt o\ninv est\nin\nk e y\nar eas,\nsuch\nas\nCloud\nengineering,\nsales,\ncust omer\ndeplo yment,\nand\ngaming.\nOper ating\nincome\nincr eased\n27%\nand\n24%\nin\nconstant\ncurr ency ,\nand\noper ating\nmar gins\nexpanded\ntwo\npoints\ny ear-o v er-y ear\nt o\n45%.\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\noper ating\nmar gins\nexpanded\nr oughly\nfour\npoints\ny ear-o v er-y ear .\nNow ,\nt o\nour\nsegment\nr esults.\nRe v enue\nfr om\nPr oductivity\nand\nBusiness\nPr ocesses\nwas\n$15\nbillion\nand\ngr ew\n22%\nand\n20%\nin\nconstant\ncurr ency ,\nwith\nbetter-than-expected\nper formance\nin\nO\ufb03ce,\ncommer cial,\nand\nLink edIn.\nO\ufb03ce\ncommer cial\nr e v enue\ngr ew\n18%\nand\n16%\nin\nconstant\ncurr ency .\nO\ufb03ce\n365\ncommer cial\nr e v enue\ngr ew\n23%\nand\n21%\nin\nconstant\ncurr ency\ndriv en\nb y\ninstalled\nbase\nexpansion\nacr oss\nall\nworkloads\nand\nall\ncust omer\nsegments,\nas\nwell\nas\nhigher\nARPU.\nDemand\nfor\nour\nadv anced\nsecurity ,\ncompliance,\nand\nv oice\noff erings\ngr owth\ncontinued\nmomentum\nin\nE5\nr e v enue\nthis\nquar ter .\nP", "start_char_idx": 1145, "end_char_idx": 2261, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3681a94b-876f-4e0b-8beb-9131eded0dad": 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{"page_label": "9", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "14a1ade8cf35bfa3ee507a8f4decf31f1c3010d1b5e1427d7e46f525ef5234c5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "bcd18980-4197-4986-94e4-326788e9b94d", "node_type": "1", "metadata": {}, "hash": "8aa1ae256441ec4da9e7b8155413434ef7f6658f6d266841405cdfe0561a33f6", "class_name": "RelatedNodeInfo"}}, "hash": "14c7ee19e17b8d6315c007702a5d657d8f190bb12375475db6ed2c6592239b4b", "text": "e v enue\nthis\nquar ter .\nP aid\no\ufb03ce\n365\ncommer cial\nseats\nincr eased\n17%\ny ear-o v er-y ear ,\ndriv en\nb y\nanother\nstr ong\nquar ter\nof\ngr owth\nin\nour\nsmall\nand\nmedium\nbusiness\nand\nfr ont-line\nwork er\noff erings.\nO\ufb03ce\ncommer cial\nlicensing\ndecr eased\n13%\nand\n14%\nin\nconstant\ncurr ency ,\nsigni\ufb01cantly\nahead\nof\nexpectations,\nbene\ufb01ting\nfr om\nthe\nhigher\nend\nperiod\nr e v enue\nr ecognition\nnoted\nearlier .\nO\ufb03ce\nConsumer\nr e v enue\ngr ew\n10%\nand\n8%\nin\nconstant\ncurr ency\non\na\nstr ong\nprior-y ear\ncompar able,\nwith\nbetter-than-expected\ngr owth\nin\nMicr osoft\n365\nsubscriptions.\nOv er\nthe\npast\n2\ny ears,\nour\nMicr osoft\n365\nsubscriber\nbase\nhas\ngr own\no v er\n50%,\nr eaching\n54.1\nmillion\nthis\nquar ter .\nDynamics\nr e v enue\ngr ew\n31%\nand\n29%\nin\nconstant\ncurr ency .", "start_char_idx": 2235, "end_char_idx": 2986, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "bcd18980-4197-4986-94e4-326788e9b94d": {"__data__": {"id_": "bcd18980-4197-4986-94e4-326788e9b94d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": 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"750d3672-6b52-4107-a3f9-203603d92374", "node_type": "1", "metadata": {}, "hash": "a4459a27f5884f785a92666b7d9a551204d01df282f97c3ce5a4a52a8c6c83a3", "class_name": "RelatedNodeInfo"}}, "hash": "8aa1ae256441ec4da9e7b8155413434ef7f6658f6d266841405cdfe0561a33f6", "text": "Dynamic\n365\nr e v enue\ngr owth\nwas\n48%\nand\n45%\nin\nconstant\ncurr ency\nwith\ncontinued\nstr ong\ndemand\nfor\nP ower\nApps,\nwhich\ngr ew\n202%\nand\n197%\nin\nconstant\ncurr ency .\nAnd\nin\nLink edIn,\nr e v enue\nincr eased\n42%\nand\n39%\nat\nconstant\ncurr ency ,\nwith\ncontinued\nstr ength\nin\nmark eting\nsolutions\nand\nbetter-than-expected\nper formance\nin\ntalent\nsolutions\nfr om\nthe\nimpr o v ed\njob\nmark et\nnoted\nearlier .\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n22%\nat\n20%\nin\nconstant\ncurr ency ,\nand\ngr oss\nmar gin\nper centage\nincr eased\nslightly .\nEx cluding\nthe\nimpact\nof\nthe\nT eams\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\ntwo\npoints,\ndriv en\nb y\nimpr o v ement\nacr oss\nall\nCloud\nser vices.\nOper ating\nexpense,\nincr eased\n7%\nand\noper ating\nincome,\nincr eased\n33%\nand\n29%\nin\nconstant\ncurr ency .\nNext,\nthe\nIntelligent\nCloud\nsegment.\nRe v enue\nwas\n$17\nbillion,\nincr easing\n31%\nand\n29%\nin\nconstant\ncurr ency\nahead\nof\nexpectations,\ndriv en\nb y\ncontinued\ncust omer\ndemand\nfor\nour\ndiff er entiated,\nhybrid\nand\nCloud\noff erings.\nOv er all\nse v er al\npr oducts\nand\ncloud\nser vices\nr e v enue\nincr eased\n35%\nand\n33%\nin\nconstant\ncurr ency .\nA zur e\nand\nother\nCloud\nSer vices\ngr ew\n50%\nand\n48%\nin\nconstant-curr", "start_char_idx": 0, "end_char_idx": 1209, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "750d3672-6b52-4107-a3f9-203603d92374": {"__data__": {"id_": "750d3672-6b52-4107-a3f9-203603d92374", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "faa9b8d3-f98c-4008-a055-187c6026f02b", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "46236b30726c6e6cf519ee16e8dff9737aada19ad4e82f665219fb76b2fdbcfa", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "bcd18980-4197-4986-94e4-326788e9b94d", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8aa1ae256441ec4da9e7b8155413434ef7f6658f6d266841405cdfe0561a33f6", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "862cf9b8-2a67-48aa-b3f1-28a1bb5f3b31", "node_type": "1", "metadata": {}, "hash": "b27efc9da8588f5ec14c5e96df8e976fa496aab471635dedd16d856296367c4e", "class_name": "RelatedNodeInfo"}}, "hash": "a4459a27f5884f785a92666b7d9a551204d01df282f97c3ce5a4a52a8c6c83a3", "text": "vices\ngr ew\n50%\nand\n48%\nin\nconstant-curr ency\nahead\nof\nexpectations,\ndriv en\nb y\nour\nconsumption\nbased\nser vices.\nThe\nARPU\nuser\nbusiness,\nthe\nenterprise\nmobility\nand\nsecurity\ninstalled\nbase\ngr ew\n30%\nt o\no v er\n196\nbillion\nseats.\nIn\nour\non-pr emises\nbusiness\non\na\nlow\nprior-y ear\ncompar able\nr e v enue\nincr eased\n14%\nand\n13%\nin\nconstant\ncurr ency\nahead\nof\nexpectations.\nStr engthen,\nour\nannuity\nbusiness,\nwas\ndriv en\nb y\nhealthy\ndemand\nfor\nour\nhybrid.\noff erings\nthat\ninclude\nWindows\nSer v er\nand\nSQL\nSer v er\nrunning\nin\nmulti-cloud\nenvir onments\nand\nhigher\nin-period\nr e v enue\nr ecognition,\nincluding\nbene\ufb01t\nfr om\nannuity\npur chasing\nahead\nof\nthe\nWindows\nSer v er\n2022\nlaunch.\nEnterprise\nSer vices\nr e v enue\ngr ew\n9%\nand\n8%\nin\nconstant\ncurr ency\ndriv en\nb y\ngr owth\nin\nMicr osoft\nconsulting\nser vices\nand\nEnterprise\nSuppor t\nSer vices.\nT echnical\ngr oss\nmar gin\ndollars\nincr eased\n28%\nt o\n26%\nin\nconstant\ncurr ency\nand\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\n1\npoint,\ny ear-o v er-y ear .\nEx cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate,\ngr oss\nmar gin\nper centage\nincr eased\nr oughly\n2\npoints,\ndriv en\nb y\nimpr o v ements\nin\nA zur e,\npar tially\noffset\nb", "start_char_idx": 1169, "end_char_idx": 2345, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "862cf9b8-2a67-48aa-b3f1-28a1bb5f3b31": {"__data__": {"id_": "862cf9b8-2a67-48aa-b3f1-28a1bb5f3b31", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "faa9b8d3-f98c-4008-a055-187c6026f02b", "node_type": "4", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "46236b30726c6e6cf519ee16e8dff9737aada19ad4e82f665219fb76b2fdbcfa", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "750d3672-6b52-4107-a3f9-203603d92374", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "a4459a27f5884f785a92666b7d9a551204d01df282f97c3ce5a4a52a8c6c83a3", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a9d38516-a659-4746-803d-fe76cec08eea", "node_type": "1", "metadata": {}, "hash": "2d3a960816ea7a2c096599479c24d832fe485aea3c542f22e284bfd7c85f6fa3", "class_name": "RelatedNodeInfo"}}, "hash": "b27efc9da8588f5ec14c5e96df8e976fa496aab471635dedd16d856296367c4e", "text": "o v ements\nin\nA zur e,\npar tially\noffset\nb y\nsales\nmix\nshift\nt o\nA zur e.\nOper ating\nexpense,\nincr eased\n13%\nand\n12%\nin\nconstant\ncurr ency\nand\noper ating\nincome\ngr ew\n39%\nand\n37%\nin\nconstant\ncurr ency .\nNow ,\nt o\nmor e\npersonal\ncomputing,\nr e v enue\nwas\n$13.3\nbillion\nincr easing\n12%\nand\n11%\nin\nconstant\ncurr ency\nwith\nbetter-than-expected\nper formance\nand\nWindows\nOEM\nand\ngaming.\nWindows\nOEM\nr e v enue\nincr eased\n10%\ndriv en\nb y\na\nstr onger-than-expected\nPC\nmark et,\npar ticularly\nin\nthe\ncommer cial\nsegment,\nwhich\nhas\nhigher\nr e v enue\nper\nlicense.\nThese\nr esults\ninclude\nr oughly\nse v en\npoints\nof\nimpact\nfr om\nthe\n$210\nmillion\nr e v enue\ndef err al", "start_char_idx": 2303, "end_char_idx": 2956, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a9d38516-a659-4746-803d-fe76cec08eea": {"__data__": {"id_": "a9d38516-a659-4746-803d-fe76cec08eea", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final 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{}, "hash": "4e958e1c3580ca9f0cdee98be4e779f880251f94058de07267d2980fb8197794", "class_name": "RelatedNodeInfo"}}, "hash": "2d3a960816ea7a2c096599479c24d832fe485aea3c542f22e284bfd7c85f6fa3", "text": "r elated\nt o\nWindows\n11\nlicenses\nsold\nt o\nOEMs\nprior\nt o\ngener al\na v ailability .\nThe\ndef err al\nwas\nlower-than-expected\nOEMs\nprioritiz ed\nupgr aded\neligible\nde vice\nbills\nearly\nin\nthe\nquar ter .\nWindows\ncommer cial\npr oducts\nand\ncloud\nser vices\nr e v enue\ngr ew\n12%\nand\n10%\nin\nconstant\ncurr ency\ndriv en\nb y\ndemand\nfor\nMicr osoft\n365.\nSur face\nr e v enue\ndeclined\n17%\nand\n19%\nin\nconstant\ncurr ency\non\na\nstr ong\nprior-y ear\ncompar able.\nSur ge\nand\nnews\nadv er tising\nr e v enue,\nXT ech,\nincr eased\n40%\nand\n39%\nin\nconstant\ncurr ency\nin\nline\nwith\nexpectations\nbene\ufb01ting\nfr om\nthe\nadv er tising\nmark et\nnoted\nearlier .\nAnd\nin\ngaming,\nr e v enue\nincr eased\n16%\nat\n14%\nin\nconstant-curr ency\nahead\nof\nexpectations,\nbetter\nthan\nexpected\nconsole\nsupply\nand\ncontinued\nstr ong\ndemand.\nResulted\nin\nXbo x\nhar dwar e\nr e v enue\ngr owth\nof\na\n166%\nand\n162%\nin\nconstant\ncurr ency .\nXbo x\ncontent\nser vices\nr e v enue\nincr eased\n2%,\nand\nwas\nr elativ ely\nunchanged\nin\nconstant\ncurr ency\nagainst\na\nstr ong\nprior-y ear\ncompar able.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n10%\nand\n8%\nin\nconstant\ncurr ency .\nGr oss\nmar gin\nper centage\ndecr eased\nr oughly\n1\npoint\ny", "start_char_idx": 0, "end_char_idx": 1146, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "cc4c4e81-080d-4780-b405-00dd1205fec1": {"__data__": {"id_": "cc4c4e81-080d-4780-b405-00dd1205fec1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 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"class_name": "RelatedNodeInfo"}, "3": {"node_id": "76cbf59d-86be-4247-b062-6d42e817691a", "node_type": "1", "metadata": {}, "hash": "be37921beaa65c832c0e6c181ceabb3b3cb6d28300b8f2c6085ea415e4d8d275", "class_name": "RelatedNodeInfo"}}, "hash": "4e958e1c3580ca9f0cdee98be4e779f880251f94058de07267d2980fb8197794", "text": "gin\nper centage\ndecr eased\nr oughly\n1\npoint\ny ear-o v er-y ear ,\ndriv en\nb y\nsales\nmix\nshift\nt o\ngaming\nhar dwar e.\nOper ating\nexpenses\nincr eased\n15%\ndriv en\nb y\nthe\nZ eniMax\nacquisition,\nas\nwell\nas\nWindows\n11\nmark eting.\nOper ating\nincome\ngr ew\n7%\nand\n5%\nin\nconstant\ncurr ency .\nNow ,\nback\nt o\nt otal\nCompany\nr esults.\nCapital\nexpenditur es,\nincluding\n\ufb01nance\nleases,\nwer e\n$7.4\nbillion\nin\nline\nwith\nexpectations.\nAnd\ncash\npaid\nfor\nPP&E\nwas\n$5.8\nbillion.\nOur\ncapital\ninv estments,\nincluding\nboth\nnew\ndatacenter\nr egions\nand\nexpansion\nin\nexisting\nr egions,\ncontinued\nt o\nbe\nbased\non\nsigni\ufb01cant\ncust omer\ndemand\nand\nusage\nsignals.\nCash\n\ufb02ow\nfr om\noper ations\nwas\n$24.5\nbillion,\nincr easing\n27%\ny ear-o v er-y ear ,\ndriv en\nb y\nstr ong\nCloud\nbillings\nand\ncollections.\nF r ee\ncash\n\ufb02ow\nwas\n$18.7\nbillion\nup\n30%\ny ear-o v er-y ear .\nThis\nquar ter ,\nother\nincome\nand\nexpense\nwas\n$286\nmillion\nhigher\nthan\nanticipated,\nprimarily\ndriv en\nb y\nnet\ngains\non\ninv estments.\nAs\na\nr eminder ,\nwe\nar e\nr equir ed\nt o\nr ecogniz e\nmark et-t o-mark et\ngains\nor\nlosses\non\nour\nequity\npor tfolio.\nOur\nnon-GAAP\neff ectiv e\ntax\nr ate\nwas\nappr", "start_char_idx": 1101, "end_char_idx": 2217, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "76cbf59d-86be-4247-b062-6d42e817691a": {"__data__": {"id_": "76cbf59d-86be-4247-b062-6d42e817691a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e71f3ca9-fcea-4633-842e-0527d9e82e53", "node_type": "4", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0fa733ddd800fef939910238521a36e67946160780330cb040e0949a2892daeb", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "cc4c4e81-080d-4780-b405-00dd1205fec1", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "4e958e1c3580ca9f0cdee98be4e779f880251f94058de07267d2980fb8197794", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b4a4bca6-5d59-4e0d-a71d-fd288818ffa0", "node_type": "1", "metadata": {}, "hash": "98253567e069626378e6259250682ad9134288f901de7d73770a960ee1a0923e", "class_name": "RelatedNodeInfo"}}, "hash": "be37921beaa65c832c0e6c181ceabb3b3cb6d28300b8f2c6085ea415e4d8d275", "text": "ectiv e\ntax\nr ate\nwas\nappr o ximately\n16%.\nAnd\n\ufb01nally\nwe 'v e\nr eturned\n$10.9\nbillion\nt o\nshar eholders\nthr ough\nshar e\nr epur chases\nand\ndividends.\nNow ,\nbefor e\nwe\nturn\nt o\nour\noutlook,\nI' d\nlik e\nt o\npr o vide\na\ncouple\nof\nr eminders.\nFirst,\nthe\noutlook\nwe\ngiv e,\nunless\nspeci\ufb01cally\nnoted\nother wise,\nis\non\na\nU.S.\ndollar\nbasis.\nSecond,\nmy\nr emarks\nfor\nthe\nnext\nquar ter\ndo\nnot\ninclude\nthe\nimpact\nfr om\nthe\nNuance\nacquisition,\nwhich\nwe\nnow\nexpect\nt o\nclose\nb y\nthe\nend\nof\nQ2\nor\nearly\nQ3.\nWith\nthat,\nlet' s\nmo v e\nt o\nour\nsecond\nquar ter\noutlook.\nIn\nour\ncommer cial\nbusiness,\nour\ndiff er entiated\nmark et\nposition,\ncompelling\nsolution\npor tfolio,\nand\nconsistent\nex ecution\nshould\ndriv e\nanother\nstr ong\nquar ter .\nCommer cial\nbookings\ngr owth\nshould\nagain\nbe", "start_char_idx": 2191, "end_char_idx": 2949, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b4a4bca6-5d59-4e0d-a71d-fd288818ffa0": {"__data__": {"id_": "b4a4bca6-5d59-4e0d-a71d-fd288818ffa0", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5544a442-f2b3-4ed1-adf8-76c58b01187e", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "63f21726c4ecbadeb2d5fb5fc200b638c168aeda487da64fad1bd44af8220784", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "76cbf59d-86be-4247-b062-6d42e817691a", "node_type": "1", "metadata": {"page_label": "11", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "be37921beaa65c832c0e6c181ceabb3b3cb6d28300b8f2c6085ea415e4d8d275", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9b41f187-90ab-4e65-80b1-dc53c098a996", "node_type": "1", "metadata": {}, "hash": "ccf779806ca92ef4977f1579a1dc3dd762fe8558033976fec3ebc6c001d481cb", "class_name": "RelatedNodeInfo"}}, "hash": "98253567e069626378e6259250682ad9134288f901de7d73770a960ee1a0923e", "text": "healthy\nbut\nimpacted\nb y\nmodest\ngr owth\nin\nthe\nQ2\nXF r ee\nbase\nand\nthe\nnormal\nquar terly\nv olatility\nfr om\nlar ge\nlong-term\nA zur e\ncontr acts\npr e viously\ndiscussed.\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\ndecr eased\nr oughly\ntwo\npoints\ny ear-o v er-y ear ,\nex cluding\nthe\nimpact\nof\nthe\nchange\nin\naccounting\nestimate\npr e viously\ndiscussed.\nHugh\ngr oss\nmar gin\nper centage\nwill\nincr ease\nr oughly\ntwo\npoints\ndriv en\nb y\ncontinued\nimpr o v ement\nacr oss\nour\nser vices\ndespite\nr e v enue\nmix\nshift\nt o\nA zur e.\nLonger-term,\nwe\nexpect\nthe\nMicr osoft\nCloud\ngr oss\nmar gin\nper centage\nt o\nbe\nimpacted\nb y\nr e v enue\nmix\nshift\nt o\nA zur e,\nincr eased\nusage\nof\nour\nMicr osoft\nCloud\nser vices,\nand\nongoing\nstr ategic\ninv estments\nt o\nsuppor t\nour\ncust omers\nsuccess.\nAnd\non\na\ndollar\nbasis,\nwe\nexpect\ncapital\nexpenditur es\nt o\nbe\nr oughly\nin\nline\nwith\nthe\nlast\nquar ter ,\nas\nwe\ncontinue\nt o\ninv est\nt o\nsuppor t\ngr owing\ndemand.\nNow\nt o\nFX,\nbased\non\ncurr ent\nr ates,\nwe\nexpect\nFX\nt o\nincr ease\nr e v enue\nat\nthe\nt otal\nCompany\nand\nall\nindividual\nsegment\nle v els\nb y\nappr o ximately\none\npoint\nand\nha v", "start_char_idx": 0, "end_char_idx": 1097, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9b41f187-90ab-4e65-80b1-dc53c098a996": {"__data__": {"id_": "9b41f187-90ab-4e65-80b1-dc53c098a996", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": 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"a22592f1-8b6c-4a3a-b230-d6d127ce1dfa", "node_type": "1", "metadata": {}, "hash": "3dab7d77f3e1ef199aaff70ec99f55096312b5283bac7eaf6c08ff4df229b4a1", "class_name": "RelatedNodeInfo"}}, "hash": "ccf779806ca92ef4977f1579a1dc3dd762fe8558033976fec3ebc6c001d481cb", "text": "v els\nb y\nappr o ximately\none\npoint\nand\nha v e\nno\nimpact\non\nt otal\nCOGS\nor\noper ating\nexpense\ngr owth.\nNext,\nt o\nsegment\nguidance,\nin\nPr oductivity\nand\nBusiness\nPr ocesses,\nwe\nexpect\nr e v enue\nbetween\n$15.7\nand\n$15.95\nbillion.\nIn\no\ufb03ce\ncommer cial,\nr e v enue\ngr owth\nwill\nagain\nbe\ndriv en\nb y\nO\ufb03ce\n365\nwith\nhealthy\ngr owth\nacr oss\ncust omer\nsegments\nand\ncontinued\nmomentum\nin\nE5.\nIn\nour\non-pr emises\nbusiness,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nthe\nhigh\nteens\nconsistent\nwith\nthe\nongoing\ncust omer\nshift\nt o\nthe\nCloud.\nIn\nO\ufb03ce\nConsumer ,\nwe\nexpect\nr e v enue\nt o\ngr ow\nin\nthe\nmid-teens\nwith\ncontinued\nmomentum\nin\nMicr osoft\n365\nConsumer\nsubscriptions.\nF or\nLink edIn,\na\nstr ong\njob\nmark et\nand\ncontinued\nengagement\non\nthe\nplatform\nshould\ndriv e\nr e v enue\ngr owth\nin\nthe\nmid\n30%\nr ange\nand\nin\ndynamics\nwe\nexpect\nr e v enue\ngr owth\nsimilar\nt o\nQ1.\nDriv en\nb y\nStr ength\nand\nDynamic\n365\nincluding\ncontinued\nmomentum\nin\nP owerhouse\nF or\nIntelligent\nCloud,\nwe\nexpect\nr e v enue\nbetween\n$18.1\nbillion\nand\n$18.35\nbillion.\nRe v enue\nwill\ncontinue\nt o\nbe\ndriv en\nb y\nA zur", "start_char_idx": 1053, "end_char_idx": 2119, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a22592f1-8b6c-4a3a-b230-d6d127ce1dfa": {"__data__": {"id_": "a22592f1-8b6c-4a3a-b230-d6d127ce1dfa", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "5544a442-f2b3-4ed1-adf8-76c58b01187e", "node_type": "4", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "63f21726c4ecbadeb2d5fb5fc200b638c168aeda487da64fad1bd44af8220784", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9b41f187-90ab-4e65-80b1-dc53c098a996", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ccf779806ca92ef4977f1579a1dc3dd762fe8558033976fec3ebc6c001d481cb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d55ea30c-bb61-488c-b2fb-ac190309c63c", "node_type": "1", "metadata": {}, "hash": "792f883f4e832d559fddde9bfa664f7a1b9fe547daeb94fe9eccf1732eae9d06", "class_name": "RelatedNodeInfo"}}, "hash": "3dab7d77f3e1ef199aaff70ec99f55096312b5283bac7eaf6c08ff4df229b4a1", "text": "o\nbe\ndriv en\nb y\nA zur e,\nwhich,\nas\na\nr eminder ,\ncan\nha v e\nquar terly\nv ariability ,\nprimarily\nfr om\nour\nper-user\nbusiness\nand\nfr om\nin-period\nr e v enue\nr ecognition\ndepending\non\nthe\nmix\nof\ncontr acts.\nIn\nQ2\nwe\nexpect\nhealthy\ndriv e\nbased\ngr owth\nin\nour\nA zur e\nconsumption\nbusiness\nconsistent\nwith\nr ecent\ntr ends.\nAnd\nper\nuser\nbusiness,\nwhile\ncontinuing\nt o\nbene\ufb01t\nfr om\nMicr osoft\n365\nsweet\nmomentum\nshould\nsee\na\nmoder ation\nin\ngr owth\nr ates\ngiv en\nthe\nsiz e\nof\nthe\ninstalled\nbase.\nIn\nour\non-pr emises\nser v er\nbusiness,\non\na\nhigher\nprior-y ear\ncompar able,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-single\ndigits\ndriv en\nb y\ncontinued\ndemand\nfor\nhybrid\nsolutions.\nIn\nenterprise\nser vices,\nwe\nexpect\nr e v enue\ngr owth\nt o\nbe\nin\nthe\nhigh\nsingle\ndigits,\nIn\nmor e\npersonal\ncomputing,\nwe\nexpect\nr e v enue\nbetween\n$16.35\nand\n$16.75\nbillion.\nDespite", "start_char_idx": 2097, "end_char_idx": 2947, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d55ea30c-bb61-488c-b2fb-ac190309c63c": {"__data__": {"id_": "d55ea30c-bb61-488c-b2fb-ac190309c63c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "dd2a1a99-fac3-4736-9e6e-4cfd3c19bae3", "node_type": "4", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "7d745423c525f93a9e93ac9da9f95ad7583b8657d9312466a8d5a4127706d1a7", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a22592f1-8b6c-4a3a-b230-d6d127ce1dfa", "node_type": "1", "metadata": {"page_label": "12", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3dab7d77f3e1ef199aaff70ec99f55096312b5283bac7eaf6c08ff4df229b4a1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "669a620c-d721-43e7-8dcf-b2d214ee1e10", "node_type": "1", "metadata": {}, "hash": "8a7499bcb770a77d1f1f7968eddbaabbe5d4ac591b947d5b9e1f7e840c5db464", "class_name": "RelatedNodeInfo"}}, "hash": "792f883f4e832d559fddde9bfa664f7a1b9fe547daeb94fe9eccf1732eae9d06", "text": "ongoing\nsupply\nchain\nconstr aints,\nOEM\nr e v enue\nshould\ngr ow\nlow\nt o\nmid-teens\nincluding\n6\npoints\nof\nimpact\nfr om\nthe\n$210\nbillion\nWindows\n11\ndef err al\nthat\nshifted\nr e v enue\nfr om\nQ1\nt o\nQ2.\nIn\nWindows\ncommer cial\npr oducts\ncloud\nser vices\ncust omer\ndemand\nfor\nMicr osoft\n365\nand\nour\nadv anced\nsecurity\nsolutions\nshould\ndriv e\nlow\ndouble\ndigit\ngr owth.\nIn\nSur face,\nwe\nexpect\nr e v enue\nt o\ndecline\nin\nsingle\ndigits\nas\nwe\ncontinue\nt o\nwork\nthr ough\nsupply\nchain\nuncer tainty ,\npar ticularly\nin\nour\npr emium\nde vices.\nIn\nSear ch\nand\nNews\nAdv er tising\nX\nT ech,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nlow\nt o\nmid\n20s.\nIf\nsupply\nchain\nuncer tainty\nr educes\nadv er tising\nbudgets\nour\nr esults\nwould\nbe\nnegativ ely\nimpacted.\nAnd\nin\ngaming,\non\na\nhigh\nprior-y ear\ncompar able,\nthat\nincluded\nthe\nlaunch\nof\nour\nnew\nconsoles\nand\nstr ength\nacr oss\nXbo x\ncontent\nser vices,\nwe\nexpect\nr e v enue\ngr owth\nin\na\nhigh\nsingle\ndigits.\nConsole\nsales\nwill\ncontinue\nt o\nbe\nimpacted\nb y\nsupply\nchain\nuncer tainty .\nAnd\nin\nXbo x\ncontent\nser vices,\nwe\nexpect\nr e v enue\ngr owth\nin\nthe\nmid-teens\nwith\nstr", "start_char_idx": 0, "end_char_idx": 1080, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "669a620c-d721-43e7-8dcf-b2d214ee1e10": {"__data__": {"id_": "669a620c-d721-43e7-8dcf-b2d214ee1e10", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft 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"2a2b0c6dd954653bb163fa1ecd2a3a3359a85326a6822f923e7f3f0425495e7e", "class_name": "RelatedNodeInfo"}}, "hash": "8a7499bcb770a77d1f1f7968eddbaabbe5d4ac591b947d5b9e1f7e840c5db464", "text": "e v enue\ngr owth\nin\nthe\nmid-teens\nwith\nstr ong\nengagement\non\nthe\nXbo x\nplatform\nin\na\nholida y\nquar ter\nthat\nwill\ninclude\nse v er al\nAAA\ntitle.\nNow\nback\nt o\nCompany\nguidance.\nW e\nexpect\nCOGS\nof\n$17\nt o\n$17.2\nbillion\nand\noper ating\nexpense\nof\n$12.7\nt o\n$12.8\nbillion.\nIn\nother\nincome\nand\nexpense,\ninter est\nincome\nand\nexpense\nshould\noffset\neach\nother .\nAnd\n\ufb01nally ,\nwe\nexpect\nour\nQ2\neff ectiv e\ntax\nr ate\nt o\nbe\nappr o ximately\n17%.\nIn\nclosing,\nwe\nar e\noff\nt o\na\nstr ong\nstar t\nin\nFY\n'22\nwith\ntr emendous\noppor tunity\nt o\ndriv e\nsustained,\nlong-term\nr e v enue\ngr owth.\nW e\nr emain\nfocused\non\ngr owing\nhigh\nv alue\nusage\nacr oss\nour\ndiff er entiated\nMicr osoft\nCloud\noff erings,\nand\ndeliv ering\nex citing\nnew\nconsumer\nexperiences\nwith\nWindows\n11,\nSur face\nand\nour\nXbo x\ngaming\nplatform\nas\nwe\nenter\nthe\nholida y\nseason.\nOur\nconsistent\nappr oach\nt o\ninv esting\nfor\nthese\nand\nother\nfutur e\noppor tunities,\nwhile\ncontinuing\nt o\ndeliv er\nsolid\noper ating\nper formance,\nwill\ndriv e\nstr ong\nr esults\nthr oughout\nFY\n22\nand\nbe y ond.\nNow ,\nBr ett,\nlet' s\ngo\nt o\nQ&A.\nBr ett\nIv", "start_char_idx": 1038, "end_char_idx": 2102, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "2bb89e12-e01e-4d39-a31e-2b3b3e99ed9c": {"__data__": {"id_": "2bb89e12-e01e-4d39-a31e-2b3b3e99ed9c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": 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"e82d0968-cf72-41c0-a898-5a36477b40c1", "node_type": "1", "metadata": {}, "hash": "191a2f7a6288cc191934778483ed804a253eb54bd1899759bb2bfef6097f6008", "class_name": "RelatedNodeInfo"}}, "hash": "2a2b0c6dd954653bb163fa1ecd2a3a3359a85326a6822f923e7f3f0425495e7e", "text": "ett,\nlet' s\ngo\nt o\nQ&A.\nBr ett\nIv ersen\nThanks,\nAmy .\nW e 'll\nnow\nmo v e\no v er\nt o\nQ&A.\nOut\nof\nr espect\nfor\nothers\non\nthe\ncall,\nwe\nr equest\nthat\npar ticipants,\nplease\nonly\nask\none\nquestion.\nOper at or ,\ncan\ny ou\nplease\nr epeat\ny our\ninstructions?\nQuestion-and-A nswer\nSession\nOper at or\nAbsolutely .\nIf\ny ou\nwould\nlik e\nt o\nask\na\nquestion,\n[Oper at or\nInstruction].\nA\ncon\ufb01rmation\nt one\nwill\nindicate\nthat\ny our\nline\nis\nin\nthe\nquestion\nqueue.\nY ou\nma y\n[Oper at or\nInstructions]", "start_char_idx": 2069, "end_char_idx": 2547, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "e82d0968-cf72-41c0-a898-5a36477b40c1": {"__data__": {"id_": "e82d0968-cf72-41c0-a898-5a36477b40c1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b933bb60-08c0-465c-bcc7-5e3bae4be7c6", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "18dd36c328c35f27b39089a85121e777f99880b0760d89ecd11268929f5c1871", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "2bb89e12-e01e-4d39-a31e-2b3b3e99ed9c", "node_type": "1", "metadata": {"page_label": "13", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "2a2b0c6dd954653bb163fa1ecd2a3a3359a85326a6822f923e7f3f0425495e7e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "a0f7ad6f-e748-4ab1-80ba-7383c4e67683", "node_type": "1", "metadata": {}, "hash": "60a18076003d3b4617545790235f68e5b8359d2691a584eea90b31b8e6b7c91e", "class_name": "RelatedNodeInfo"}}, "hash": "191a2f7a6288cc191934778483ed804a253eb54bd1899759bb2bfef6097f6008", "text": "if\ny ou' d\nlik e\nt o\nr emo v e\ny our\nquestion\nfr om\nthe\nqueue,\nfor\npar ticipants\nusing\na\nspeak er\nequipment,\nit\nma y\nbe\nnecessar y\nt o\npick\nup\ny our\nhandset\nbefor e\n[Oper at or\nInstructions].\nOur\n\ufb01rst\nquestion\ncomes\nfr om\nK eith\nW eiss,\nwith\nMor gan\nStanle y .\nPlease\npr oceed\nwith\ny our\nquestion.\nK eith\nW eiss\nEx cellent.\nThank\ny ou\nguys\nfor\ntaking\nthe\nquestion\nand\ncongr atulations\non\nanother\nr emarkable\nquar ter .\nSaty a\nI\nwas\nhoping\ny ou\ncould\ntalk\na\nlittle\nbit\nabout\nthe\nedge\ncomputing\noppor tunity ,\nsomething\nthat\ny ou\nstar ted\noff\ny our\nr emarks\nwith\nand\nalso\nsomething\nthat\nwe 'r e\nhearing\na\nlot\nof\nchatter\nabout\nwithin\nthe\ninv est or\ncommunity\nand\nwithin\nthe\ntechnology\ncommunity .\nCan\ny ou\ntalk\nt o\nus\nabout\nhow\ny ou\nthink\nabout\nsizing\nthat\noppor tunity\nin\nterms\nof\nthe\npr ogr ammable\nedge,\nand\nma ybe\nhelp\nus\nunderstand\nthe\nMicr osoft\nar chitectur al\nappr oach\nv ersus\nperhaps\nsome\nof\nthe\ncompetit ors\ncoming\nint o\nthe\nmark etplace\nfr om\nthe\nCDN\nperspectiv e,\nwho\nar e\ntalking\nabout\nthe\ncompetitiv e\ndiff er entiation\nb y\nha ving\na\nmor e\nof\nthem\nlast\nmile\nsolution.\nCan\ny ou\nhelp\nus\nunderstand\nthe\ndiff er", "start_char_idx": 0, "end_char_idx": 1119, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "a0f7ad6f-e748-4ab1-80ba-7383c4e67683": {"__data__": {"id_": "a0f7ad6f-e748-4ab1-80ba-7383c4e67683", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b933bb60-08c0-465c-bcc7-5e3bae4be7c6", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "18dd36c328c35f27b39089a85121e777f99880b0760d89ecd11268929f5c1871", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "e82d0968-cf72-41c0-a898-5a36477b40c1", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "191a2f7a6288cc191934778483ed804a253eb54bd1899759bb2bfef6097f6008", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "37d82f20-4bda-46fc-97ab-b391dd8076a6", "node_type": "1", "metadata": {}, "hash": "2352adf9d79c79eefa0f5d8f2223ca3074fb912e5a8029cb2e3a93e655313b03", "class_name": "RelatedNodeInfo"}}, "hash": "60a18076003d3b4617545790235f68e5b8359d2691a584eea90b31b8e6b7c91e", "text": "ou\nhelp\nus\nunderstand\nthe\ndiff er entiation\nin\nthose\nappr oaches?\nSaty a\nNadella\nThank\ny ou\nso\nmuch,\nK eith,\nand\na\ngr eat\nquestion.\nBecause\nwe\nwill\nalwa ys,\nas\ny ou\nknow\nK eith,\nar chitected\nA zur e\nfor\nthe\ndistributed\ncomputing\nfabric\nt o\nr emain\ndistributed.\nIn\nother\nwor ds,\nwhen\nwe\ntalk ed\nabout\nhybrid\ncomputing\ne v en\n\ufb01v e\ny ears\nago,\nthe\nidea\nwas\nalwa ys\nthat,\nwe\nwill\nalwa ys\nha v e\na\nCloud\nand\nthen\nwe\nwill\nha v e\na\ndistributed\nCloud\ninfr astructur e\nfor\napplication\ndeplo yment.\nSo\nwhen\nwe\nthink\nabout\nCloud\nPlus\nE dge,\nwe\ne v en\nput\ne v en\nthe\nmulti-cloud\ncontr ol\npla ying\nin\nther e,\nright?\nSo\nwhether\nit\nis,\nwhat' s\nhappening\nwith\nthe\n5G\nand\nhow\nnatur ally\ncompute\nwill\ngo\nt o\nwher e\ndata\nis\ngetting\ngener ated\nwith\nlow\nlatency\naccess\nt o\na\nfact or y\n\ufb02oor ,\nt o\na\nhospital,\nt o\ncities\nwher e\ny ou\nwant\nt o\npla y\nX Cloud\ngaming,\nthat' s\none\nphenomena.\nThe\nother\nis\njust\nliter ally\ntr eating\ne v er y\nCloud,\nwhether\nit' s\nthe\non-pr emise\ndata\ncenter .\nIt' s\nthe\nother\npublic\ncloud,\nand\nour\npublic\ncloud,\nand\nbeing\nable\nt o\nuse\nA zur e\nAr c\nin\nits\ncontr ol\nplane\nt", "start_char_idx": 1086, "end_char_idx": 2160, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "37d82f20-4bda-46fc-97ab-b391dd8076a6": {"__data__": {"id_": "37d82f20-4bda-46fc-97ab-b391dd8076a6", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "b933bb60-08c0-465c-bcc7-5e3bae4be7c6", "node_type": "4", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "18dd36c328c35f27b39089a85121e777f99880b0760d89ecd11268929f5c1871", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "a0f7ad6f-e748-4ab1-80ba-7383c4e67683", "node_type": "1", "metadata": {"page_label": "14", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "60a18076003d3b4617545790235f68e5b8359d2691a584eea90b31b8e6b7c91e", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5ddf00c5-bba1-428a-8442-413b316a629c", "node_type": "1", "metadata": {}, "hash": "a113f91eb070813b9dc07f7e2da6916fe4d0522099f8090df903362273299396", "class_name": "RelatedNodeInfo"}}, "hash": "2352adf9d79c79eefa0f5d8f2223ca3074fb912e5a8029cb2e3a93e655313b03", "text": "zur e\nAr c\nin\nits\ncontr ol\nplane\nt o\nease\nthe\ndeplo yment\nacr oss\nall\nclouds.\nThat' s\nanother\nthing\nthat\nwe 'r e\nseeing.\nSo\nwhen\nI\nthink\nabout\nwhat\nis\ngoing\nt o\nbe\nk e y\nin\nsuch\na\ndistributed\nworld\nis\nha ving\nthat\nfull\nsuite\nof\napplications\ninfr astructur e,\nright?\nAll\nthe\nwa y\nfr om\nthe\nmanagement\nand\nsecurity\ncontr ol\nplane,\nsomething\nlik e\nA zur e\nActiv e\nDir ect or y\nmanaging\nthe\nsecurity\nprinciples\nand\nIdentities\nor\nand\nt o\nthe\nmanagement\ncontr ol\nplanes\nlik e\nA zur e\nAr c\nand\nso\nwe\nf eel\nwell-positioned\nfor\nit.\nAnd\nI\nthink\nthat\nthe", "start_char_idx": 2126, "end_char_idx": 2669, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5ddf00c5-bba1-428a-8442-413b316a629c": {"__data__": {"id_": "5ddf00c5-bba1-428a-8442-413b316a629c", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": 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"42f967d4-ddc9-4ef4-a78c-adc9411c6c9a", "node_type": "1", "metadata": {}, "hash": "9e1cfbf3a35428528562e1d6cf5ecc5dc213373b394d9626cae5cd41121753cb", "class_name": "RelatedNodeInfo"}}, "hash": "a113f91eb070813b9dc07f7e2da6916fe4d0522099f8090df903362273299396", "text": "multi-cloud,\nmulti-edge\nworld\nis\nr eally\nhow\nwe\nbuild\nA zur e\nin\nthe\n\ufb01rst\nplace.\nAnd\nI\nthink\nwe 'r e\nstill\nv er y\nearly\nin\nall\nof\nthat\npla ying\nout,\nbut\nwe\nf eel\nwell-positioned.\nK eith\nW eiss\nEx cellent.\nThank\ny ou,\nguys.\nBr ett\nIv ersen\nThanks\nK eith.\nOper at or ,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nBr ent\nThill\nwith\nJeff eries,\nplease\npr oceed\nwith\ny our\nquestion.\nBr ent\nThill\nAmy ,\ncommer cial\nbookings\nup\n14%\nis\nimpr essiv e,\nbut\nits\nslowdown\nfr om\nlast\ncall\nwas\n25\nagainst\nthe\nmor e\ndi\ufb03cult\ncomp.\nI\nthink\ny ou\nhad\nmentioned\nsome\ncolor\nar ound\nA zur e\nand\nthe\nsiz e\nand\ndur ation.\nCan\ny ou\njust\nma ybe\nanything\nelse\ny ou\nwould\ncall\nout\nther e\nand\nr ealiz e\nit' s\ncome\noff\na\nt ough\ncomps.\nA my\nHood\nThanks,\nBr ent.\nY eah,\nI\nthink\nthe\nimpor tant\nthing\nwhen\ny ou\nthink\nabout\nbookings\nper formance\nis\nt o\ntalk\nabout\nwhat\nhappened\nbefor e\ny ou\ngot\nt o\nthose\nv olatile,\nthe\nlar ge\nA zur e\ncommitments\nthat\ncr eate\nsome\nof\nthat\nt op\ncompar ables\nthat\nwe 'r e\ntalking\nabout.\nAnd\nthat' s\nr eally\nthe\noppor tunity\nt o\nex", "start_char_idx": 0, "end_char_idx": 1058, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "42f967d4-ddc9-4ef4-a78c-adc9411c6c9a": {"__data__": {"id_": "42f967d4-ddc9-4ef4-a78c-adc9411c6c9a", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": 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"RelatedNodeInfo"}, "3": {"node_id": "b0af6124-7a28-42c3-896f-cefa1b87942d", "node_type": "1", "metadata": {}, "hash": "63126d4f536c3d24b2109e601efd079b8cbdb7c0d48702beac8e6d08d4abde9a", "class_name": "RelatedNodeInfo"}}, "hash": "9e1cfbf3a35428528562e1d6cf5ecc5dc213373b394d9626cae5cd41121753cb", "text": "s\nr eally\nthe\noppor tunity\nt o\nex ecute\nagainst\nselling\nthe\nMicr osoft\n[Indiscernible]\nda y\nt o\nda y ,\nwhich\nis\nDynamics,\nMicr osoft\nCloud,\nGitHub\nin\nthe\nbr oader\nuniv erse.\nOur\nex ecution\non\nthat\nwas\nactually\nquite\ngood.\nV er y\ngood\nr enewals,\nv er y\ngood\nr ecaptur e\nr ates,\nv er y\ngood\nadd-ons,\nmeaning\ny ou\nsell\noutside\nof\nthe\nnormal\npattern,\nand\nso\nI\nf eel\nv er y\ngood.\nIt' s\nv er y\nconsistent\nex ecution\nt o\ny our\npoint,\nBr ent,\nthis\nquar ter\nv ersus\nothers\non\nthat\nfr ont.\nAnd\nthen\nt o\ny our\npoint,\nit' s\nimpor tant\nnot\nt o\ntime\nsome\nof\nthese\nlar ger\nlong-dated\nA zur e\ncontr acts.\nThat' s\nwher e\nthe\nv olatility\nis,\nthe\nda y-t o-da y\nex ecution\nof\nA zur e\ncommitments,\nactually\nwas\nv er y\nconsistent.\nThe\nv olatility\ncomes\nwith\nsome\nof\nthe\nbigger\nthings\nand\nwith\na\nlot\nof\nthem\nin\nQ4,\nlast\non\na\ncompar able\nbasis\nin\nQ1\nand\nthat\nhappens\nfr om\ntime-t o-time.\nBr ent\nThill", "start_char_idx": 1025, "end_char_idx": 1901, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b0af6124-7a28-42c3-896f-cefa1b87942d": {"__data__": {"id_": "b0af6124-7a28-42c3-896f-cefa1b87942d", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a33fb6d0-f445-4348-bb9a-f77e32067c18", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "daa759fbdd9cae3c68702ca338cd1dd418997ccfbc7b43c853cee7a6b878f256", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "42f967d4-ddc9-4ef4-a78c-adc9411c6c9a", "node_type": "1", "metadata": {"page_label": "15", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "9e1cfbf3a35428528562e1d6cf5ecc5dc213373b394d9626cae5cd41121753cb", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "097cb9c8-14be-4916-8e8f-4bccfd01ad57", "node_type": "1", "metadata": {}, "hash": "dc9e11f7181f754a82855df2fa23e5a001175081f9d4499fa1eaac8444ac1d17", "class_name": "RelatedNodeInfo"}}, "hash": "63126d4f536c3d24b2109e601efd079b8cbdb7c0d48702beac8e6d08d4abde9a", "text": "Thank\ny ou.\nBr ett\nIv ersen\nThanks\nBr ent.\nOper at or ,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nKarl\nK eirstead\nwith\nUBS.\nPlease\npr oceed\nwith\ny our\nquestion.\nKarl\nK eirstead\nThank\ny ou.\nAmy ,\nheading\nint o\nthis\nQ1\nr elease,\nI' d\nsa y\nther e\nwas\na\nhigher-than-normal\nle v el\nof\nworr y .\nF r om\ninv est ors\nabout\ny our\nWindows\nPC\nsegments\nin\nlight\nof\nall\nof\nthe\nunit\nshipment\nand\nsupply\nchain\nissues\nand\ny et,\ny ou\nput\nup\na\nWindows\nOEM\nnumber\nthat\nblew\nawa y\ny our\nguidance\nand\ny our\nguidance\nfor\nthe\nWindows\nOEM\nbusiness\nin\nDecember\nwas\nalso\nI\nthink\nwa y\nabo v e\nwhat\npeople\nar e\nmodeling.\nSo\nI\nguess\nin\nessence,\nhow\ndid\ny ou\ndodge\nthat\nbullet,\nAmy ,\nma ybe\ny ou\ncould\nunpack\nthat\nOEM\nper formance\nfor\nus.\nAnd\ny our\nview\nint o\nthe\nsecond\nhalf\nof\nthe\n\ufb01scal\ny ear .\nThank\ny ou.\nA my\nHood\nThanks,\nKarl.\nI\nwant\nt o\nstar t\nb y\nsa ying\nand\nr epeating\nsomething\nthat\nSaty a,\nI\nthink\nwas\ncar eful\nt o\ninclude\nin\nhis\nr emarks.\nAnd\nit\nis\nthe\ncentr al\nnatur e\nof\nthe\nPC\nt o\nr ela y\nthe\nnatur", "start_char_idx": 0, "end_char_idx": 1008, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "097cb9c8-14be-4916-8e8f-4bccfd01ad57": {"__data__": {"id_": "097cb9c8-14be-4916-8e8f-4bccfd01ad57", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a33fb6d0-f445-4348-bb9a-f77e32067c18", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "daa759fbdd9cae3c68702ca338cd1dd418997ccfbc7b43c853cee7a6b878f256", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b0af6124-7a28-42c3-896f-cefa1b87942d", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "63126d4f536c3d24b2109e601efd079b8cbdb7c0d48702beac8e6d08d4abde9a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "4e104e77-c6a6-4771-a5bc-ff69d132e074", "node_type": "1", "metadata": {}, "hash": "6886df3f6ecc7390dbddabe30a401a1003eefe78ffb1ba8fdd57adf04148a111", "class_name": "RelatedNodeInfo"}}, "hash": "dc9e11f7181f754a82855df2fa23e5a001175081f9d4499fa1eaac8444ac1d17", "text": "e\nof\nthe\nPC\nt o\nr ela y\nthe\nnatur e\nof\nboth\nhybrid\nwork\nand\nfundamentally\nabout\ngetting\njobs\ndone.\nAnd\nI\nthink\nthe\ncentr al\nr ole\nit' s\npla y ed\nwe 'v e\ntalk ed\nabout,\nI\nthink,\nnow\nfor\na\nnumber\nof\nquar ters,\nand\nI\nthink\nthe\nr eality\nof\nthat\ncontinues\nt o\nexist.\nI\nthink\nthe\ncome\nmor e\nr eal\nfor\npeople\nas\nwe\ntalk\nabout\nwhat\nhybrid\nis\ngoing\nt o\nlook\nlik e\nand\ncontinue\nt o\nlearn\nwhat\nhybrid\nis\ngoing\nt o\nlook\nlik e.\nAnd\nt o\nthat\nend\ny our\nPCs,\nthe\nmark et\ngr ew\nthis\nquar ter ,\nand\nit\nwas\nconstr ained\nb y\nsupply .\nI\nbelie v e\nQ2\nwill\nalso\nbe\na\nstr ong\ndemand\nquar ter\nthat\nis\nconstr ained\nb y\nsupply .\nBut\ne v en\nwith\nthat,\nwe\nsee\na\ngr owing\nmark et.\nAnd\nin\npar ticularly ,\nin\nboth\nQ1\nand\nQ2,\nwe\nsee\na\nstr ong\ndemand\nin\nthe\ncommer cial\nsegment.\nI\nthink\nthat\nties\ndir ectly\nback\nt o\nsome\nof\nSaty a ' s\ncomments\nabout\nthe\ncentr al\nnatur e\nof\nthe\nde vice.\nThen\nof\ncourse,\nwe\ndo\nget\nsome\nbene\ufb01t,\nKarl,\nbecause\nr e v enue\nper\nlicense\nis\nhigher\nin\ncommer cial\nthan\nit\nis\nin\nthe\nbr oad\nmark et.\nThose\nthings\nt ogether", "start_char_idx": 975, "end_char_idx": 1985, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "4e104e77-c6a6-4771-a5bc-ff69d132e074": {"__data__": {"id_": "4e104e77-c6a6-4771-a5bc-ff69d132e074", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "a33fb6d0-f445-4348-bb9a-f77e32067c18", "node_type": "4", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "daa759fbdd9cae3c68702ca338cd1dd418997ccfbc7b43c853cee7a6b878f256", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "097cb9c8-14be-4916-8e8f-4bccfd01ad57", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "dc9e11f7181f754a82855df2fa23e5a001175081f9d4499fa1eaac8444ac1d17", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "36323a7c-8340-480c-8999-6e804dfcd475", "node_type": "1", "metadata": {}, "hash": "0f8f1a7277f7155899c87fc7230817b25925a1ec739f838ad8c353498d9984b1", "class_name": "RelatedNodeInfo"}}, "hash": "6886df3f6ecc7390dbddabe30a401a1003eefe78ffb1ba8fdd57adf04148a111", "text": "oad\nmark et.\nThose\nthings\nt ogether ,\nwhich\nis\na\ngr owing\nmark et,\nstr ong\nWindows\nper formance\nwithin\nthat\nmark et,\nin\ncommer cial\nin\npar ticular ,\nand\nthen,\nthe\nr esulting\nhigher\nr e v enue\nper\nlicense\nr esults,\nand\nI\nthink\na\nv er y\nstr ong\nposition\nin\nQ1\nand\nQ2.", "start_char_idx": 1950, "end_char_idx": 2215, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "36323a7c-8340-480c-8999-6e804dfcd475": {"__data__": {"id_": "36323a7c-8340-480c-8999-6e804dfcd475", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "7d1cc068-8ccb-4a09-8490-9d7d986f7e99", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "00780855ef247e1040b76be50ca30e05ed26ed936c1cc87632c36a582b4f40e1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "4e104e77-c6a6-4771-a5bc-ff69d132e074", "node_type": "1", "metadata": {"page_label": "16", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "6886df3f6ecc7390dbddabe30a401a1003eefe78ffb1ba8fdd57adf04148a111", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f754065c-0c38-408f-9b40-5c2d57bd56c4", "node_type": "1", "metadata": {}, "hash": "05e14bcaf399f1f020a2d623a09121fd7e46e891c48ea936c3f21da604df608c", "class_name": "RelatedNodeInfo"}}, "hash": "0f8f1a7277f7155899c87fc7230817b25925a1ec739f838ad8c353498d9984b1", "text": "Karl\nK eirstead\nGot\nit.\nCongr ats\non\nthat\nr esults,\nAmy .\nA my\nHood\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nKarl.\nOper at or ,\nnext\nquestion,\nplease.\nOper at or\nThank\ny ou.\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nMark\nMoer dler\nwith\nBernstein\nResear ch,\nplease\npr oceed\nwith\ny our\nquestion.\nMark\nMoer dler\nThank\ny ou\nv er y\nmuch.\nAnd\nSaty a,\nAmy ,\ncongr atulations\non\nthe\nr eally\nstr ong\nquar ter .\nWith\nin\ufb02ation,\nat\nleast\nin\nthe\nU.S.,\nincr easing\nand\nlik ely\nt o\nfur ther\nacceler ate\ndue\nt o\ngo v ernment\nspending,\nAmy ,\nhow\ndo\ny ou\nthink\nthis\nincr easing\nin\ufb02ation\nwill\nimpact\nt o\ny our\ncust omers\nand\ny our\nbusiness?\nAnd\nSaty a\nin\ny our\nr emarks,\ny ou\ndiscussed\nhow\ndigital\nis\nde\ufb02ationar y\nin\nin\ufb02ationar y\nworld.\nCan\ny ou\ngiv e\nmor e\ncolor\non\nhow\nthe\nshift\nt o\nCloud\nand\nDigital\nwill\noffset\nin\ufb02ationar y\npr essur e\nbe y ond\npur ely\npricing.\nThank\ny ou.\nSaty a\nNadella\nMa ybe\nI'll\njust\nstar t\nand\nthen\nAmy ,\ny ou\ncan\nadd\nt o\nit.\nIn\nan\nin\ufb02ationar y\nenvir onment,\nthe\n\ufb01rst\nplace\nany\nbusiness\nshould\ngo\nt o\nis\nhow\nt o\nr eally\nensur e\nthat\nthe y", "start_char_idx": 0, "end_char_idx": 1044, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f754065c-0c38-408f-9b40-5c2d57bd56c4": {"__data__": {"id_": "f754065c-0c38-408f-9b40-5c2d57bd56c4", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "7d1cc068-8ccb-4a09-8490-9d7d986f7e99", "node_type": "4", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "00780855ef247e1040b76be50ca30e05ed26ed936c1cc87632c36a582b4f40e1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "36323a7c-8340-480c-8999-6e804dfcd475", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "0f8f1a7277f7155899c87fc7230817b25925a1ec739f838ad8c353498d9984b1", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "5008855f-92be-44d9-8a6b-a92cd5601e46", "node_type": "1", "metadata": {}, "hash": "8cf8109fa95c5167f2f57c609a825013abbcffc9d419e480a7bf069fe8637d89", "class_name": "RelatedNodeInfo"}}, "hash": "05e14bcaf399f1f020a2d623a09121fd7e46e891c48ea936c3f21da604df608c", "text": "o\nr eally\nensur e\nthat\nthe y 'r e\nable\nt o\nget\npr oductivity\ngains.\nAnd\ne v en\ndealing\nwith\nconstr aints,\nfor\nexample,\nif\nY ou\nha v e\nsupply\nchain\nconstr aints,\none\nof\nthe\nthings\ny ou\nwant\nt o\ndo\nis\nrun\ny our\nfact ories\nat\nthe\ne\ufb03cient\nfr ontier ,\nthat\nmeans\nthings\nlik e\ndigital\ntwins,\nsimulation,\nar e\nthe\nones\nwher e\ny ou\nar e\ngoing\nt o\nmak e\nsur e\nthat\ne v er y\npr oduction\nrun\nhas\nthe\nleast\namount\nof\nwastage.\nI\nthink\nany\nwhich\nwa y\ny ou\nlook,\nwhether\nit' s\nin\nthe\nknowledge\nwork,\n\ufb01rst-line\nwork,\nwhether\nit' s\nactually\ndigital\ntwins\nand\nsimulation,\nAll\nof\nthose\nthings\nar e\ngoing\nt o\nbe\nthe\nbest\nwa y\nfor\nany\nCompany\nt o\ndeal\nwith\nin\ufb02ationar y\npr essur es,\nso\nthat\nthe y\ncan,\nin\nfact,\nha v e\nthe\nbest\npr oductivity\nand\nther eb y\nthe\nbest\nability\nt o\nbe\nable\nt o\nmeet\naggr egate\ndemand\nout\nther e.", "start_char_idx": 1016, "end_char_idx": 1817, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "5008855f-92be-44d9-8a6b-a92cd5601e46": {"__data__": {"id_": "5008855f-92be-44d9-8a6b-a92cd5601e46", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e87b1d08-18e2-4538-afa9-cb0cae5d58db", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ab6a6fa5a72651b1b7cb3fd5229acfcc416d7d8e79f08960ed75c8b34d8a4ec1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f754065c-0c38-408f-9b40-5c2d57bd56c4", "node_type": "1", "metadata": {"page_label": "17", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "05e14bcaf399f1f020a2d623a09121fd7e46e891c48ea936c3f21da604df608c", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "03d231c4-4e7d-4be4-afe1-d1126d5f53ed", "node_type": "1", "metadata": {}, "hash": "84cab800ea1b01eb9212060657e1424425b15310b2b437da8fa94dab5912719a", "class_name": "RelatedNodeInfo"}}, "hash": "8cf8109fa95c5167f2f57c609a825013abbcffc9d419e480a7bf069fe8637d89", "text": "That' s\nwhy\nwe 'r e\nv er y ,\nv er y\nex cited\nabout\nmaking\nsur e\nour\nsoftwar e\npr oducts\nar e\na v ailable\nt o\nour\nbusiness\ncust omers\nall\nar ound\nt o\nbe\nable\nt o\nmanage\nthr ough\nthis\nin\ufb02ationar y\nenvir onment\nand\nI'll\nlet\nAmy\nadd\nt o\nthat.\nA my\nHood\nY es,\nthanks,\nSaty a\nand\nI\nthink\nr eally ,\nSaty a\ngot\nt o\nthe\nhear t\nmark\nof\nwher e\nI\ntend\nt o\ngo\nwhen\ny ou\nsee\nthe\nintensity\nof\ncust omers\nacr oss\nindustries\nand\nacr oss\ngeogr aphies,\nwanting\nt o\nadopt\ndigital\ntechnology\nfor\nmany\nof\nthe\nr easons\nSaty a\njust\nexplained.\nAnd\nther e ' s\nnumer ous\nscenarios\nacr oss,\nI\nthink,\nmost\nindustries.\nThat\nacceler ation,\nof\ncourse,\nr egar dless,\nfr ankly ,\nof\nthe\no v er all\nenvir onment\nis\na\nplace\nwher e\nwe\nf eel\nlik e\nwe\noff er\nthe\nbest\npor tfolio\nat\nthe\nMicr osoft\nCloud\nand\nwith\nour\nIndustr y\nClouds\nt o\nmak e\nthat\ndoable\nwith\na\nv er y\nfast\ntime\nt o\nv alue.\nAnd\nso\nour\nability\nt o\nex ecute\nagainst\nthat\nr egar dless\nt o\nthe\nspend\nenvir onment,\nmeans\nwe 'v e\ngot\nthe\nright\npor tfolio\nand\na\nhigh\nv alue\nt o\ncust omers\nas\ndeplo y", "start_char_idx": 0, "end_char_idx": 1019, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "03d231c4-4e7d-4be4-afe1-d1126d5f53ed": {"__data__": {"id_": "03d231c4-4e7d-4be4-afe1-d1126d5f53ed", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e87b1d08-18e2-4538-afa9-cb0cae5d58db", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ab6a6fa5a72651b1b7cb3fd5229acfcc416d7d8e79f08960ed75c8b34d8a4ec1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "5008855f-92be-44d9-8a6b-a92cd5601e46", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8cf8109fa95c5167f2f57c609a825013abbcffc9d419e480a7bf069fe8637d89", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "d6a38641-cd31-44f2-9385-6fc6c2b9bd95", "node_type": "1", "metadata": {}, "hash": "700fb131837f90899aa3651365d3a71d20dae90bc88d0de173b57f59c234b984", "class_name": "RelatedNodeInfo"}}, "hash": "84cab800ea1b01eb9212060657e1424425b15310b2b437da8fa94dab5912719a", "text": "alue\nt o\ncust omers\nas\ndeplo y able\nquickly\nthat\ncan\nget\nthem\nr esults\nwhen\nthe y\nneed\nthat.\nAnd\nI\nthink\nthat' s\nr e\ufb02ected\nin\nmost\nof\nthe\nsur v e ys\nthat\nr eally\npoint\nt o\npr ef er ence\nfor\nour\ncloud\nt o\nhelp\ncust omers\ndo\nthat.\nOf\ncourse,\nit' s\nhar d\nt o\npr edict\nwhat\nany\nquar ter\nor\nsecond\nhalf\nwill\ndo.\nThe\nthings\nI\nbelie v e\nt o\nbe\nsustainable\nar e\na\npush\nt o\ndigital,\na\npush\nt o\nCloud\nhelp\ncust omers\nget\nv alue\nquickly ,\nand\nus\nbeing\na\ntrusted\nadvisor\nand\npar tner\nt o\nhelp\nthat\nhappen.\nMark\nMoer dler\nThank\ny ou.\nThat' s\nextr emely\nhelpful.\nI\nappr eciate\nand\ncongr ats\nagain.\nBr ett\nIv ersen\nThanks\nMark.\nOper at or .\nNext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\nis\ncoming\nfr om\nthe\nline\nof\nKash\nRangan\nwith\nGoldman\nSachs,\nplease\npr oceed\nwith\ny our\nquestion.\nKash\nRangan\nHi.\nThank\ny ou\nv er y\nmuch.\nGr eat\nQuar ter .\nY ou\nga v e\nus\ngr eat\nuseful\nperspectiv e\non\nin\ufb02ation.\nCurious\nif\ny ou\ncan\nexpand\ny our\nthoughts,\nSaty a\nand\nAmy ,\non\nthe\nlabor\nshor tage,\nwe 'r e\nseeing\nin\nthe\ntech\nmark et,\nhow\nar e\ny", "start_char_idx": 989, "end_char_idx": 2007, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "d6a38641-cd31-44f2-9385-6fc6c2b9bd95": {"__data__": {"id_": "d6a38641-cd31-44f2-9385-6fc6c2b9bd95", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e87b1d08-18e2-4538-afa9-cb0cae5d58db", "node_type": "4", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ab6a6fa5a72651b1b7cb3fd5229acfcc416d7d8e79f08960ed75c8b34d8a4ec1", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "03d231c4-4e7d-4be4-afe1-d1126d5f53ed", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "84cab800ea1b01eb9212060657e1424425b15310b2b437da8fa94dab5912719a", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9faf1d57-9ad6-4f55-8e4a-7c929ca8eb9f", "node_type": "1", "metadata": {}, "hash": "8ca38491bd9f200267ea17e0ba186b7644fea0f8f4eb3c68b89ea939eec8fbe0", "class_name": "RelatedNodeInfo"}}, "hash": "700fb131837f90899aa3651365d3a71d20dae90bc88d0de173b57f59c234b984", "text": "e\nseeing\nin\nthe\ntech\nmark et,\nhow\nar e\ny ou\ndealing\nwith\nthat?\nAnd\nalso\na\nlittle\nbit\nmor e\nof\na\ndeeper\nperspectiv e\non\nsupply\nchain\nand\nhow\nthis\nmarks\nha v e\ngood\nvisibility\nconsidering\nthat\ny ou'r e\ngr owing\ny our\nCloud\nbusiness\nand\ny our\nCapEx", "start_char_idx": 1967, "end_char_idx": 2212, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9faf1d57-9ad6-4f55-8e4a-7c929ca8eb9f": {"__data__": {"id_": "9faf1d57-9ad6-4f55-8e4a-7c929ca8eb9f", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1c3e56d9-3022-4903-b429-2bfe1f260309", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "70eb3d03c551b3f2a88e348f282fd6fb6675ed257c720b54e93c68df5f4982bc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "d6a38641-cd31-44f2-9385-6fc6c2b9bd95", "node_type": "1", "metadata": {"page_label": "18", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "700fb131837f90899aa3651365d3a71d20dae90bc88d0de173b57f59c234b984", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "3149c951-1d0f-48e7-a4ce-44c2731b7465", "node_type": "1", "metadata": {}, "hash": "ec50169b995a34c990ae734cabb0511c6883a5e202f4711044b180b4e33d5191", "class_name": "RelatedNodeInfo"}}, "hash": "8ca38491bd9f200267ea17e0ba186b7644fea0f8f4eb3c68b89ea939eec8fbe0", "text": "commitments\nseem\nt o\nbe\nquite\nimpr essiv e.\nHow\nmuch\nvisibility\ndo\ny ou\nha v e\nint o\ncomponent\na v ailability\nand\ny ou'r e\nr eady\nt o\nr amp\nup\ny our\nCapEx.\nThank\ny ou\nso\nmuch.\nSaty a\nNadella\nThanks\nKash\nfor\nthe\nquestion.\nSo\non\nthe\nlabor\nmark et,\nma ybe\nI'll\nstar t\nAmy ,\ny ou\ncan\nadd\nt o\nthis.\nThe\n\ufb01rst\nplace\nwher e\nwe 'r e\nv er y ,\nv er y\nfocused\non\nis\nt o\nmaking\nsur e\nthat,\nwith\nLink edIn,\nwe 'r e\ndoing\ne v er ything\nt o\nhelp\ne v er y one\n\ufb01nd\ntheir\nbest\neconomic\noppor tunity\nand\nwhen\nRy an\nRoslansky\nwas\nthe\nCEO\nof\nLink edIn,\ntalks\nabout\nthe\ngr eat\nr eshu\ufb04e.\nI\nthink\nalong\nwith\nthe\nhybrid\nwork\nchange,\nther e\nis\na\nr eal\nquestion\ne v er ybody\nis\nasking.\nNot\nonly\nwher e\nand\nhow\nthe y\nwork,\nbut\nwhy\nthe y\nwork.\nAnd\nso\nt o\nbe\nable\nt o\nmak e\nsur e\nthat\nwe\ncan\nhelp\nthem\n\ufb01nd\nthe\noppor tunity\nthat\nthe y\nar e\nlooking\nfor\nis,\nI\nthink,\nthe\nmost\ncritical\nwork\nthat\nwe\ncan\nbe\ndoing.\nThe\nsecond\nside\nt o\nthis,\nthough,\nis\nalso\nt o\nper\ntak e\nthe\npr oductivity\nof\nthe\npeople,\nwhether\nthe y\nar e\non\nthe\nfr", "start_char_idx": 0, "end_char_idx": 995, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "3149c951-1d0f-48e7-a4ce-44c2731b7465": {"__data__": {"id_": "3149c951-1d0f-48e7-a4ce-44c2731b7465", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1c3e56d9-3022-4903-b429-2bfe1f260309", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "70eb3d03c551b3f2a88e348f282fd6fb6675ed257c720b54e93c68df5f4982bc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9faf1d57-9ad6-4f55-8e4a-7c929ca8eb9f", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "8ca38491bd9f200267ea17e0ba186b7644fea0f8f4eb3c68b89ea939eec8fbe0", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "b4e3b2ce-392b-4b6d-a3b5-639b9645f6fa", "node_type": "1", "metadata": {}, "hash": "924ae9b6c211357ea029f304f7db86fee8604843dc3dc27b3b48bd7570ffc05b", "class_name": "RelatedNodeInfo"}}, "hash": "ec50169b995a34c990ae734cabb0511c6883a5e202f4711044b180b4e33d5191", "text": "y\nar e\non\nthe\nfr ont\nlines,\nand\nthe\n\ufb01rst-line\nwork ers,\nor\nthe\nknowledge\nwork ers,\nor\ne v en\nsoftwar e\nde v elopers,\nand\nmaking\nsur e\nthat\nthe y\nha v e\nthe\nbest\nt ools,\nwhether\nit' s\nthe\nGitHub\nharness\nand\nVisual\nStudio\ncode\nfor\npeople\nwho\nar e\nde v elopers\nor\nwhether\nit\nis\nP ower\nApps\nor\nwhether\nit\nis\nthe\nO\ufb03ce\n365,\nand\nthen\nMicr osoft\n365\nt ooling\nt o\nhelp\nthem\nbe\nmost\npr oductiv e.\nThat' s\nI\nthink\nthe\nthing\nthat\nwe 'r e\nv er y ,\nv er y\nfocused\non\nbecause\nk e y\nt o\ndealing\nwith\nlabor\nshor tages\nis\npr oductivity\ngains.\nAnd\nthat\nPlus\nthe\nwork\nwe 'r e\ndoing\nin\nLink edIn\nis\nwher e\nwe 'r e\nfocused\non.\nSo\nwith\nthat,\nAmy ,\nI\nwill\nhand\nit\no v er\nt o\ny ou.\nA my\nHood\nThanks,\nSaty a.\nAnd\nKash,\nas\ny ou\npr obably\nnoted\nI\ndid\ntalk\nabout\nthis\nquar ter ,\nwe\ndid\nadd,\ny ear-o v er-y ear ,\n14%\nheadcount\ngr owth.\nAnd\nI\nthink\nthat' s\nimpor tant,\nbecause\nwhen\ny ou\ntalk\nabout\nhow ,\nwhat,\nand\nwhy ,\nwe\ndo\nr emain\nfocused\non\nbeing\na\ngr eat\nemplo y er ,\nt o\nha v e\npeople\nachie v e\nthose\ngoals\nand\nbe\nable\nt o\nachie v e\nthem\nher e.\nSecondly ,\ny ou\nask", "start_char_idx": 979, "end_char_idx": 2018, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "b4e3b2ce-392b-4b6d-a3b5-639b9645f6fa": {"__data__": {"id_": "b4e3b2ce-392b-4b6d-a3b5-639b9645f6fa", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "1c3e56d9-3022-4903-b429-2bfe1f260309", "node_type": "4", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "70eb3d03c551b3f2a88e348f282fd6fb6675ed257c720b54e93c68df5f4982bc", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "3149c951-1d0f-48e7-a4ce-44c2731b7465", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "ec50169b995a34c990ae734cabb0511c6883a5e202f4711044b180b4e33d5191", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "46331f4d-ed67-4fa0-9e46-341236b4a2f1", "node_type": "1", "metadata": {}, "hash": "3337f0e22dd45dd23493e22fdf48881302cd3338b9ca130a2e24589dd85c527f", "class_name": "RelatedNodeInfo"}}, "hash": "924ae9b6c211357ea029f304f7db86fee8604843dc3dc27b3b48bd7570ffc05b", "text": "o\nachie v e\nthem\nher e.\nSecondly ,\ny ou\nask ed\nsome\ngood\nquestions\nabout\nthe\nsupply\nchain\nimpact,\nand\nspeci\ufb01cally\nar ound\ndata\ncenter ,\ngiv en\nour\nspend\nt o\nthis\nquar ter ,\nand\nmy\nguidance\nis\nit\nshould\nbe\nsimilar\nnext.\nA\nlot\nof\nthat\ncash\nis\nlong\nlead\ntime.\nSo,\nwe\ndo\nha v e\ngood\nunderstanding\nof\nlead\ntimes\nr equir ed\nt o\nmeet\nthe\ncapacity\nsignals\nthat\nwe 'r e\nseeing.\nI\nthink\nwe\nar e\ndoing\ngood\njob\nmanaging\nthat,\nit' s\nnot\nt o\nsa y\nwe 'r e\nnot\nimpacted.\nMultiple\nsuppliers\nar e\nimpor tant\nt o\nbe\nable\nt o\nmanage\nthr ough\nthat,\nand\nI\nf eel\nthe\nteam\nhas\ndone\na\nv er y\ngood\njob.\nIn\nterms\nof", "start_char_idx": 1975, "end_char_idx": 2564, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "46331f4d-ed67-4fa0-9e46-341236b4a2f1": {"__data__": {"id_": "46331f4d-ed67-4fa0-9e46-341236b4a2f1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6e5f0236-11f5-4f5c-a65a-ce6aba2da447", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "58eb58f52e8ac1f05c0592a92e9d8f25f2c2dca7368158d42a09748f0ea4c991", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "b4e3b2ce-392b-4b6d-a3b5-639b9645f6fa", "node_type": "1", "metadata": {"page_label": "19", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "924ae9b6c211357ea029f304f7db86fee8604843dc3dc27b3b48bd7570ffc05b", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1b322e69-1b24-4f59-9bbf-8b2c79d075d1", "node_type": "1", "metadata": {}, "hash": "b1b00a1808fdb2f5963defe8a3007aab49143d09dcc45ddf1554204d17c27b76", "class_name": "RelatedNodeInfo"}}, "hash": "3337f0e22dd45dd23493e22fdf48881302cd3338b9ca130a2e24589dd85c527f", "text": "speci\ufb01c\nimpacts,\nI\nnoted\nit,\nand\nsome\nr emarks,\nI\ndo\nthink\ndemand\nwill\nex ceed\nsupply\nin\nPCs\nand\nSur face\nfor\nus.\nThis\nquar ter ,\npar ticularly\nin\npr emium\nde vices,\nin\nconsoles\nfor\nXbo x\nand\nanother\nchallenge\nI\nnoted,\nwe 'll\njust\nneed\nt o\nwatch\nthe\nadv er tising\nmark et\nthr ough\nthe\nquar ter ,\nbecause\nob viously\ntheir\nwillingness\nt o\nspend\nis\nentir ely\nconnected\nt o\ntheir\nsupply\nas\nwell.\nKash\nRangan\nBrilliant.\nThank\ny ou\nso\nmuch.\nBr ett\nIv ersen\nThanks,\nKash.\nOper at or ,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nthe\nline\nof\nRaimo\nLenschow\nwith\nBar cla ys.\nPlease\npr oceed\nwith\ny our\nquestion.\nRaimo\nLenschow\nThank\ny ou.\nCould\ny ou\nspeak\na\nlittle\nbit\nin\ny our\nr emarks,\ny ou\ntalk ed\na\nlot\nmor e\nabout\nthe\nhybrid\nclouds\nand\nhow\ncer tain\nt ools\nthat\nk eep\nseeing\na\nlot\nof\nbene\ufb01ts\nfr om\nthat.\nWhat\nar e\ny ou\nseeing\non\nthe\nclient\nside\nabout\nthat\ndynamic\nin\nterms\nof\npeople\nmo ving\nt o\nthe\nCloud\nand\nkind\nof\nworkloads\nmigr ating\no v er\nther e\nand\nhence\nther e ' s\nless\nser v er\nand\nt ools\nv", "start_char_idx": 0, "end_char_idx": 1014, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1b322e69-1b24-4f59-9bbf-8b2c79d075d1": {"__data__": {"id_": "1b322e69-1b24-4f59-9bbf-8b2c79d075d1", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6e5f0236-11f5-4f5c-a65a-ce6aba2da447", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "58eb58f52e8ac1f05c0592a92e9d8f25f2c2dca7368158d42a09748f0ea4c991", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "46331f4d-ed67-4fa0-9e46-341236b4a2f1", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "3337f0e22dd45dd23493e22fdf48881302cd3338b9ca130a2e24589dd85c527f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "23db0fa8-7e77-4d33-8894-5a7d7c184278", "node_type": "1", "metadata": {}, "hash": "812f681a83154e2057a4702ac7485269c52ba4a3bc26d45d8b569f1c78cc0406", "class_name": "RelatedNodeInfo"}}, "hash": "b1b00a1808fdb2f5963defe8a3007aab49143d09dcc45ddf1554204d17c27b76", "text": "e ' s\nless\nser v er\nand\nt ools\nv ersus\nactually\nkind\nof\nthat\nbeing\na\nnet\nbene\ufb01t\nfor\ny ou.\nIt\nseems\nlik e\nthe\npendulum\nis\nspinning\nin\nthe\nother\ndir ection\nfor\ny ou.\nSome\nhelp\nther e\nwould\nbe\nhelpful?\nThank\ny ou.\nSaty a\nNadella\nMa ybe\nI\ncan\ntalk\na\nbit\nt o\nsor t\nof\nwhat\nwe\nar e\nseeing,\ntak e\nthe\nmost,\nI\nwould\nsa y ,\nthe\nclassic\nmodel\nof\nlift\nshift\nin\nmoderniz ed\nmotions,\nwhich\nis\nI\nthink\nat\nthe\ncor e\nof\nhybrid\ncloud,\nthat' s\nstill\nearly\ninnings.\nE v er y\nda y\nI\nwak e\nup\nt o\ntalk\nt o\ncust omers\nwho\nar e\nplanning\nout\nthat\nmotion\nand\nmaking\nsur e\nthat\nthat\nable\nt o\nmoderniz e\ntheir\nentir e\napplication\npor tfolio\nin\nv arious\nwa ys.\nSo\nthat' s\nob viously\nstill\nv er y ,\nv er y\nstr ong.\nThe\ninter esting\nthing\nfor\nus,\ne v en\nin\nthat\ncontext,\nis\ne v en\nin\nthe\nheight\nof\nour\nsuccess\nin\ndeclined\nser v er\ner a,\nwe\nr eally\nwer e\nne v er\na\nTier-1\nCompany\nthat\nis\nnot\nwho\nwe\nar e.\nIn\nthe\nsense\nthat\ny ou\ntak e\nall\nthe\nSAP\nworkloads\nthat\nar e\nrunning\non\nA zur e,\nwhich\nI\ntalk ed\nabout,\nor\nother\nTier-1\nworkloads\nthat\nar e\nmigr", "start_char_idx": 982, "end_char_idx": 2000, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "23db0fa8-7e77-4d33-8894-5a7d7c184278": {"__data__": {"id_": "23db0fa8-7e77-4d33-8894-5a7d7c184278", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "6e5f0236-11f5-4f5c-a65a-ce6aba2da447", "node_type": "4", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "58eb58f52e8ac1f05c0592a92e9d8f25f2c2dca7368158d42a09748f0ea4c991", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1b322e69-1b24-4f59-9bbf-8b2c79d075d1", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "b1b00a1808fdb2f5963defe8a3007aab49143d09dcc45ddf1554204d17c27b76", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "115c1d47-6784-4944-8b03-2f6ee1e1d305", "node_type": "1", "metadata": {}, "hash": "e17235ee08479816a6cceca828fcaf17f623ed2193d989019b1d564aa0d3962f", "class_name": "RelatedNodeInfo"}}, "hash": "812f681a83154e2057a4702ac7485269c52ba4a3bc26d45d8b569f1c78cc0406", "text": "e\nmigr ating,\nwhether\nit' s\nHPC\nor", "start_char_idx": 1994, "end_char_idx": 2028, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "115c1d47-6784-4944-8b03-2f6ee1e1d305": {"__data__": {"id_": "115c1d47-6784-4944-8b03-2f6ee1e1d305", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2aca7cb7-050f-4acf-9710-ca60a2cb6e99", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "74c72d3152c03455becb31d3deefd3a44dd03104acca590ed40588bc213f19e3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "23db0fa8-7e77-4d33-8894-5a7d7c184278", "node_type": "1", "metadata": {"page_label": "20", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "812f681a83154e2057a4702ac7485269c52ba4a3bc26d45d8b569f1c78cc0406", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "92ccffa0-3b9b-4157-b3b9-b5830a98d523", "node_type": "1", "metadata": {}, "hash": "c04455f44ac8f9d167dc46701b7781ae1f545b7c839c5fa0922f5b37d0739780", "class_name": "RelatedNodeInfo"}}, "hash": "e17235ee08479816a6cceca828fcaf17f623ed2193d989019b1d564aa0d3962f", "text": "tr ansactional\ndatabase\nworkloads.\nSo\nthat' s\nthe\nother\nthing\nwhich\nis\nhappening\nis\nr eal\npr oduction\nworkloads\nmo ving\no v er .\nAnd\nthen\non\nthe\ndata\nestate,\nthat' s\nthe\nplace\nwher e\nperhaps\nwe 'r e\nseeing\nsigni\ufb01cant\ntr action,\nand\nI\nr ef er enced\nthat\nin\nsome\nof\nmy\nr emarks\nall\nthe\nwa y\nfr om\nwhat' s\nhappening\nwith,\nsa y ,\noper ational\ndata\nst or es\nlik e\nCosmos\nDB,\nwith\nSynapse\nLink\nt o\nSynapse\nor\nP ower\nBI\nt o\nSynapse\nor\nin\nfact,\nDynamics\n365\ndata\nwars\nt o\nSynapse.\nTher e ' s\nt ons\nand\nt ons\nof\ncoming\nt ogether\nof\nthe\ndata\nestate,\nwith\nfor\nexample,\nr egulat or y\nr equir ements\nnow\nthat\ny ou\nneed\nt o\nha v e\nr eal\ngo v ernance\non\ndata.\nThat' s\nwher e\nA zur e\nPur view\nbecomes,\nagain,\na\npr etty\nbig\ndriv er\nof\nthat\ndata\ngr a vity\nt o\nthe\nCloud\nfr om\na\ngo v ernance\nperspectiv e.\nThe\nother\nside\nof\nthis\nis\nwhat' s\nhappening\nwith\nDe v\nT ools.\nWhen\ny ou\nstar t\nha ving\ny our\nCI/CD\nt o\ny our\ncloud,\nthen\nmodern\nnew\napplications\nand\nthe\nagility\nwith\nwhich\ny ou\nbill.\nSo\nwith\nGitHub,\nVS\ncode\nbecoming\nessentially\ndefault\nfor\nany\nmodern\nde", "start_char_idx": 0, "end_char_idx": 1040, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "92ccffa0-3b9b-4157-b3b9-b5830a98d523": {"__data__": {"id_": "92ccffa0-3b9b-4157-b3b9-b5830a98d523", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2aca7cb7-050f-4acf-9710-ca60a2cb6e99", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "74c72d3152c03455becb31d3deefd3a44dd03104acca590ed40588bc213f19e3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "115c1d47-6784-4944-8b03-2f6ee1e1d305", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "e17235ee08479816a6cceca828fcaf17f623ed2193d989019b1d564aa0d3962f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "96840e85-08e6-4653-b448-35284308a479", "node_type": "1", "metadata": {}, "hash": "9680239c5b3cdd611201ff122cf61f2813760e9ca7976d94da82414362107145", "class_name": "RelatedNodeInfo"}}, "hash": "c04455f44ac8f9d167dc46701b7781ae1f545b7c839c5fa0922f5b37d0739780", "text": "v\nshop\nin\nthe\nenterprise\nor\nother wise,\nthat' s\nthe\nother\nthing\nthat\nwe\nsee.\nBut\nperhaps\nmor e\nthan\nanything\nelse,\nthe\ninter esting\ncir cuit\nfor\nus\nis\nwhat\nhappens\nwith\nT eams.\nWith\nT eams,\ny ou\nsuddenly\nnow\nha v e\na\nnew\nplatform\nin\nwhich\napplications\nget\nhosted,\nwhether\nit' s\nde v eloped\nb y\nthe\nenterprise\nor\nb y\nthir d-par ty .\nAnd\nI\nr ef er enced\nthat\nin\nmy\nr emarks,\nand\nthose\napplications\nin\nmany\ncases\nget\nbuilt\non\nour\ncloud,\nuse\nthings\nlik e\nA zur e\nDB,\nuse\nthings\nlik e\nP ower\nPlatform.\nAnd\nso\nthe\nr einfor cing\nand\ncompounding\nside\nof\nT eams\nt o\nP ower\nApps\nt o\nDynamics\nt o\nA zur e\nis\npr obably\none\nof\nthe\nmost\nunique\nthings\nwe 'r e\nseeing\nin\nterms\nof\nnew\napplications\ngetting\nbuilt.\nAnd\nthen\nther e\nis\nthe\nCloud\nPlus\nE dge,\nwhich\nI\nr ef er enced\nin\nthe\nanswer\nt o\nthe\n\ufb01rst\nquestion,\nwhich\nis\nin\na\nmulti-cloud,\nmulti-edge\nworld,\ny ou\nstill\nneed\na\ncontr ol\nplane\nthat\nmanages\nall\nthat\ncomplexity\nand\nthat' s\nwher e\nsomething\nlik e\nA zur e\nAr c\nand\nGitHub\nbecome\nthe\ntwo\nstandar ds.\nY ou\nde v elop\nin\none\nplace,\ny ou\ndeplo y\nin\none\nplace,\nand\nthen\ny ou\npr opagate\nt o\ne v er", "start_char_idx": 1041, "end_char_idx": 2125, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "96840e85-08e6-4653-b448-35284308a479": {"__data__": {"id_": "96840e85-08e6-4653-b448-35284308a479", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "2aca7cb7-050f-4acf-9710-ca60a2cb6e99", "node_type": "4", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "74c72d3152c03455becb31d3deefd3a44dd03104acca590ed40588bc213f19e3", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "92ccffa0-3b9b-4157-b3b9-b5830a98d523", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c04455f44ac8f9d167dc46701b7781ae1f545b7c839c5fa0922f5b37d0739780", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "1480f79d-eb8a-4350-9a6b-ab54daeb8499", "node_type": "1", "metadata": {}, "hash": "d8edc84e6dc1802b72d12b816f81821249fe9165c884c4fe8abf51c35ace7b9f", "class_name": "RelatedNodeInfo"}}, "hash": "9680239c5b3cdd611201ff122cf61f2813760e9ca7976d94da82414362107145", "text": "ou\npr opagate\nt o\ne v er y\ncloud\nthat\ny ou\nwant\nt o\ndeplo y\nin.\nA my\nHood\nAnd\nRaimo,\njust\nma ybe\nt o\nadd,\ny ou\nma y\nha v e\nbeen\nasking\nalso\njust\nabout\nthe\nnatur e\nof\nsome\nof\nthe\ncomments\nI\nwas\nmaking\nabout\non\non-pr em\nser v er\nr esults.\nAnd\nit\nr eally\npoints\nt o\nhybrid\nstr ength.\nThat' s\nthe\nwa y\nI\ntend\nt o\nthink\nabout\nit\nand\nwhether\nthat' s\nthe\nfact\nthat\npeople\nar e\ncommitted\nt o\nWindows\nand\nSQL\nser v er\nand\nwhether\nthe y\nrun\nthat\nin\nA zur e\nor\nwhether\nthe y\nrun\nit\nin\na\nmulti-cloud\nenvir onment,\nit' s\na\ncommitment\nt o\nthe\nplatform.\nAnd\nso\nI\njust\nwanted\nt o\nmak e\nthat,\npr obably ,\nmor e\nclear\nas\none\nof\nthe\ndriv ers\nof\nour\nSer v er\npr oducts\nand\nCloud\nKPI\nex ecution\nthis\nquar ter .", "start_char_idx": 2101, "end_char_idx": 2790, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "1480f79d-eb8a-4350-9a6b-ab54daeb8499": {"__data__": {"id_": "1480f79d-eb8a-4350-9a6b-ab54daeb8499", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e5541885-dcd0-4706-9db8-45ab474ab8ba", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bc946a44320acadef80fef2b9aa899778d8392118c8e7feec6073fb0e5a1c6c2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "96840e85-08e6-4653-b448-35284308a479", "node_type": "1", "metadata": {"page_label": "21", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "9680239c5b3cdd611201ff122cf61f2813760e9ca7976d94da82414362107145", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "f87fd100-cf1f-49b1-bd60-5733be1cbee8", "node_type": "1", "metadata": {}, "hash": "c07c6651b5a52eb84eecaf5ce28360ba0a3349f6cf2fe80b74daa6d303282017", "class_name": "RelatedNodeInfo"}}, "hash": "d8edc84e6dc1802b72d12b816f81821249fe9165c884c4fe8abf51c35ace7b9f", "text": "Raimo\nLenschow\nThank\ny ou.\nV er y\nclear .\nCongr ats.\nBr ett\nIv ersen\nThanks,\nRaimo.\nOper at or ,\nnext\nquestion,\nplease.\nOper at or\nOur\nnext\nquestion\ncomes\nfr om\nBr ad\nReback\nwith\nStif el.\nPlease\npr oceed\nwith\ny our\nquestion.\nBr ad\nReback\nGr eat.\nThanks\nv er y\nmuch.\nSo\nr ecently ,\nse v er al\nof\ny our\nTier-1\nas\nsiz e\nhas\ntalk ed\nabout,\nha ving\ntr ouble\nhiring\nfast\nenough\nt o\nk eep\nup\nwith\ndemand\nand\nclearly\ny our\nr esults\nspeak\nt o\nthat.\nBut\nas\nwe\nlook\ngoing\nfor war d,\nha v e\ny ou\nseen\nany\nearly\nindications\nthat\ncust omers\nar e\npotentially\nha ving\nt o\nslowed\ndown\nthe\npace\nof\nwith\nwhich\nthe y\nmo v e\nt o\ny our\ncommer cial\nCloud?\nThanks.\nSaty a\nNadella\nI\nmean,\nI\nwill\npoint\nt o\nAmy ' s\nguide\nfor\nthe\nnext\nquar ter\nas\nfar\nas\nwe\nar e\nlooking\nat\nis\nthe\ndemand\nacr oss\nthe\nentir e\nstack\nis\npr etty\nr obust\nand\nob viously\nwhat\nhappens\nin\nthe\nlabor\nmark et,\nwhether\nit' s\nin\nthe\ntech\nlabor\nmark et\nor\nany\nother\nlabor\nmark et,\nwill\nultimately\nbe\nsomething\nthat\nwe\nwould\nall\nbe\nsubject\nt o.\nBut\nthe\nthing\nat\nleast\nabout\nthe\nsoftwar e\nbusinesses\nar e\nin\nor der\nt", "start_char_idx": 0, "end_char_idx": 1056, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "f87fd100-cf1f-49b1-bd60-5733be1cbee8": {"__data__": {"id_": "f87fd100-cf1f-49b1-bd60-5733be1cbee8", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e5541885-dcd0-4706-9db8-45ab474ab8ba", "node_type": "4", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "bc946a44320acadef80fef2b9aa899778d8392118c8e7feec6073fb0e5a1c6c2", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "1480f79d-eb8a-4350-9a6b-ab54daeb8499", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "d8edc84e6dc1802b72d12b816f81821249fe9165c884c4fe8abf51c35ace7b9f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "6ad5e384-60b6-4f95-9f92-8c3f9178eb19", "node_type": "1", "metadata": {}, "hash": "796a889cd60ccbbc7e98f711d0a5bae2318403e2811b0b4472f222c0e3be6676", "class_name": "RelatedNodeInfo"}}, "hash": "c07c6651b5a52eb84eecaf5ce28360ba0a3349f6cf2fe80b74daa6d303282017", "text": "e\nbusinesses\nar e\nin\nor der\nt o\ndeal\nwith\na\nlot\nof\nother\nconstr aints,\nwhether\nthe y\nar e\nlabor\nshor tages\nor\nsupply\nshor tages,\ndeplo ying\ndigital\ntech\nis\none\nwa y\nt o\nr eally\no v er come\nthem.\nSo\nthat' s\nwhat\nwe\nsee\nclearly ,\nI\nthink\nin\nthe\ntech\nsect or\nt oda y\nther e\nis\nmor e\nstructur al\ndemand\nthan\nperhaps\nsupply\nall\nar ound.\nBut\nwe\nlik e\nthat\nposition\nbecause\nat\nsome\nle v el\nwe\njust\nwant\nt o\nmak e\nsur e\nthat\nwe\nha v e\nthe\nmost\ncompetitiv e\npr oducts\nout\nther e,\nand\nas\nlong\nas\nwe\ncontinue\nt o\ndo\nso,\nI\nthink\nwe 'll\nbe\n\ufb01ne.\nA my\nHood\nY eah,\nand\nI\ndo\nthink\nfr ankly ,\nBr ad,\njust\nthe\nsignals\nwe 'r e\nseeing\non\nconsumption\nand\nusage\nwe ' d\nsa y\ncust omers\nar e\ndoing\na\ngood\njob\nof\n\ufb01guring\nout\nthe\npriority\nlist\nthat\ndeliv ers\nv alue\nt o\nthem,\nas\nSaty a\nis\nsa ying.\nI\ndo\nknow\nob viously ,\nthat\nthe\nlabor\nmark et\nhas\na\nr eal\nimpact,\nand\nI\nthink\nthat' s\nalso\nwhy\ny ou'r e\nseeing\ninv estment\nbeing\nmade\nb y\nus\nin", "start_char_idx": 1027, "end_char_idx": 1941, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "6ad5e384-60b6-4f95-9f92-8c3f9178eb19": {"__data__": {"id_": "6ad5e384-60b6-4f95-9f92-8c3f9178eb19", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e04fc83a-6653-4e65-a00a-d77660b11358", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "24b23de51445a062a30f5bbc95d246d18e7a766e8c40554c0c2d21169e18e9ae", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "f87fd100-cf1f-49b1-bd60-5733be1cbee8", "node_type": "1", "metadata": {"page_label": "22", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "c07c6651b5a52eb84eecaf5ce28360ba0a3349f6cf2fe80b74daa6d303282017", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9b87f6b6-d097-4fa3-ad27-1a7a661d352e", "node_type": "1", "metadata": {}, "hash": "eaed52450e7dd18eda5a5495d039017db2de4c99c928707a44b8a5cad01f6fd9", "class_name": "RelatedNodeInfo"}}, "hash": "796a889cd60ccbbc7e98f711d0a5bae2318403e2811b0b4472f222c0e3be6676", "text": "par ticular ,\nint o\ntr aining\nand\nskilling,\nmaking\ndeplo yment\neasier ,\nmaking\ntime-t o-v alue\nfaster ,\nr eally\nha ving\ndocumentation\nthat\nmak es\ngetting\nstar ted\nand\ntrials\nfar\nmor e\naccessible.\nAnd\nso\nwhen\ny ou\ntalk\nabout\nadding\npr oductivity\nit' s\nalso\nan\ninv estment\nwe\nas\nMicr osoft\nneed\nt o\nmak e,\nand\nt o\nmaking\nour\npr oducts\neasier\nand\nr eally\nterri\ufb01c\nt o\nget\ngoing\non,\nso\nthat\ny ou'r e\nnot\nconstr ained\nin\nthe\nwa y\nthat\ny ou'r e\ntalking\nabout.\nBr ad\nReback\nThat' s\ngr eat.\nThank\ny ou.\nBr ett\nIv ersen\nThanks,\nBr ad.\nOper at or ,\nwe\nha v e\ntime\nfor\none\nlast\nquestion.\nOper at or\nThank\ny ou.\nOur\n\ufb01nal\nquestion\ncomes\nfr om\nBr ad\nSills\nwith\nBank\nof\nAmerica.\nPlease\npr oceed\nwith\ny our\nquestion.\nBr ad\nSill\nGr eat.\nThanks\nguys\nfor\ntaking\nmy\nquestion.\nCongr atulations\non\na\nr eal\nnice\nquar ter\nher e.\nSaty a,\nI\nwanted\nt o\nask\nabout\ncomments\ny ou\nmade\nearlier\nin\nthe\ncall\nar ound\ninv estments\ncoming\nand\nnew\nr eleases\ncoming\nfor\nsome\nof\nthe\nindustr y\nCloud,\n\ufb01nancial\nser vices,\nmanufacturing.\nHow\nshould\nwe\nview\nthis?\nShould\nwe\nthink\nof\nthe\nA zur e\nbusiness\nr esults\nkind\nof\ndriv en\nincr easingly\nb y\nthese\nIndustr", "start_char_idx": 0, "end_char_idx": 1116, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "9b87f6b6-d097-4fa3-ad27-1a7a661d352e": {"__data__": {"id_": "9b87f6b6-d097-4fa3-ad27-1a7a661d352e", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "e04fc83a-6653-4e65-a00a-d77660b11358", "node_type": "4", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "24b23de51445a062a30f5bbc95d246d18e7a766e8c40554c0c2d21169e18e9ae", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "6ad5e384-60b6-4f95-9f92-8c3f9178eb19", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "796a889cd60ccbbc7e98f711d0a5bae2318403e2811b0b4472f222c0e3be6676", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "ad58ed03-ad6a-4a27-8649-c1b22f6e61fc", "node_type": "1", "metadata": {}, "hash": "6103ca3b2d82e018945042e01a5520220ceae696c9d3ac7b81f33ddcfd775e85", "class_name": "RelatedNodeInfo"}}, "hash": "eaed52450e7dd18eda5a5495d039017db2de4c99c928707a44b8a5cad01f6fd9", "text": "en\nincr easingly\nb y\nthese\nIndustr y\nCloud\ntype\nsolutions\nawa y\nfr om\nhoriz ontal\ntype\npr ojects\nlik e\nERP\ndatabase,\nthat' s\nob viously\nbeen\nther e.\nBut\nis\nthis\nan\nincr emental\noppor tunity\nthat' s\ncoming\nthat\nwe\nshould\nbe\nthinking\nabout.\nThank\ny ou\nso\nmuch.\nSaty a\nNadella\nThank\ny ou\nfor\nthe\nquestion.\nAbsolutely ,\nwe\nthink\nof\nthe\nMicr osoft\nCloud,\nwhich\nincludes\nA zur e,\nit\nincludes\nDynamics\n365,\nit\nincludes\nMicr osoft\n365,\nit\nincludes\nthings\nlik e\nP ower\nPlatform,\nit\nincludes\ne v en\nGitHub\nand\nVS\nCode.\nThat' s\nwhy\nwe\nk eep\nstr essing\nthe\nfull\nmodern\ntech\nstack\nthat\nmak es\nup\nMicr osoft\nCloud.\nAnd\nthen\nwith\nthe\nIndustr y\nCloud,\nwe\nadd\nv alue\non\nt op\nof\nthat,\nwhich\nis\nspeci\ufb01c,\nwhether\nit' s\nin\nr etail,\nwhether\nit' s\nmanufacturing,\nob viously\nin\nhealthcar e,\nand\nour\npending\nNuance\nacquisition\nr eally\nin\nadd\nfur ther\nt o\nthat.", "start_char_idx": 1082, "end_char_idx": 1917, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}, "ad58ed03-ad6a-4a27-8649-c1b22f6e61fc": {"__data__": {"id_": "ad58ed03-ad6a-4a27-8649-c1b22f6e61fc", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript", "period": "Q1 Fiscal 2022", "ticker": "MSFT", "year": "2022", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "excluded_embed_metadata_keys": [], "excluded_llm_metadata_keys": [], "relationships": {"1": {"node_id": "c23338c6-e583-4314-a85b-629ed082d15e", "node_type": "4", "metadata": {"page_label": "24", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "354002ff03d2f887a53c6f718e2c0a67d4ecf2c42a4d3ea346849d7c95966311", "class_name": "RelatedNodeInfo"}, "2": {"node_id": "9b87f6b6-d097-4fa3-ad27-1a7a661d352e", "node_type": "1", "metadata": {"page_label": "23", "file_name": "Microsoft Corporation (MSFT) CEO Satya Nadella on Q1 Fiscal 2022 Results - Earnings Call Transcript.pdf"}, "hash": "eaed52450e7dd18eda5a5495d039017db2de4c99c928707a44b8a5cad01f6fd9", "class_name": "RelatedNodeInfo"}}, "hash": "6103ca3b2d82e018945042e01a5520220ceae696c9d3ac7b81f33ddcfd775e85", "text": "Ob viously ,\nwe 'r e\nv er y\nfocused\non,\n\ufb01rst\nof\nall,\nnot\nany\njust\none\npiece,\neach\none\nof\nthose\nhas\nt o\nbe\ncompetitiv e\non\ntheir\nown,\nit' s\nthe\ncoming\nt ogether\nof\nthe\nMicr osoft\nCloud\nand\nin\nthe\nIndustr y\nCloud,\nadds\nfur ther\nv alue\non\nt op\nof\nit.\nSo\ny es,\nI\nthink\nultimately\nour\ncompetitiv eness\ncomes\nbecause\nof\nall\nof\nthose\nla y ers\nintegr ated\nand\ndeliv ering\nthat\ntime-t o-v alue\nfor\nour\ncust omers\nwhile\nmaintaining\nopenness\nin\neach\nla y er\nand\ncompetitiv eness\nin\neach\nla y er\nBr ad\nSill\nThat' s\ngr eat,\nthanks\nSaty a.\nBr ett\nIv ersen\nThanks,\nBr ad.\nThat\nwr aps\nup\nthe\nQ&A\npor tion\nof\nt oda y ' s\ncall.\nThank\ny ou\nfor\njoining\nus\nt oda y\nand\nwe\nlook\nfor war d\nt o\nspeaking\nwith\nall\nof\ny ou\nsoon.\nSaty a\nNadella\nThank\ny ou.\nA my\nHood\nThank\ny ou.\nOper at or\nLadies\nand\ngentlemen,\nthis\ndoes\nconclude\nt oda y ' s\nteleconf er ence.\nOnce\nagain,\nwe\nthank\ny ou\nfor\ny our\npar ticipation\nand\ny ou\nma y\ndisconnect\ny our\nlines\nat\nthis\ntime.", "start_char_idx": 0, "end_char_idx": 934, "text_template": "{metadata_str}\n\n{content}", "metadata_template": "{key}: {value}", "metadata_seperator": "\n", "class_name": "TextNode"}, "__type__": "1"}}, "docstore/ref_doc_info": {"fa82a1f2-3809-4e5f-a735-dfd42484c919": {"node_ids": ["b8545cc6-90cb-455b-8f08-1f05842157aa", "139521ce-c2b6-401a-8fc5-1f755f70f918"], "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": "2024", "quarter": "Q1", "path": "/content/drive/MyDrive/LLMO-Cohort-3-main/Final Project/EarningsTranscripts (PDF)/MSFT/Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}}, "643b5c67-98cf-4143-b817-498e9c62bb18": {"node_ids": ["7bc18c87-ae9d-48dc-a2a1-b48721bd9621", "1ab75f9b-3fa1-4b47-80b9-66ec2e4285d9", "5b75129d-3fab-45e3-88b7-af667587bcc3"], "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 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