diff --git "a/artifacts/earnings-index_v3/docstore.json" "b/artifacts/earnings-index_v3/docstore.json" new file mode 100644--- /dev/null +++ "b/artifacts/earnings-index_v3/docstore.json" @@ -0,0 +1 @@ +{"docstore/data": {"219e6d57-bbfd-49e6-8a90-bcbf5cf9bb76": {"__data__": {"id_": "219e6d57-bbfd-49e6-8a90-bcbf5cf9bb76", "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": "40be0c05-19d4-43ec-af0e-b1b48e85c68c", "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": "c3bd0200-3bae-43e4-aefb-45174e86529e", "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"}, "c3bd0200-3bae-43e4-aefb-45174e86529e": {"__data__": {"id_": "c3bd0200-3bae-43e4-aefb-45174e86529e", "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": "40be0c05-19d4-43ec-af0e-b1b48e85c68c", "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": "219e6d57-bbfd-49e6-8a90-bcbf5cf9bb76", "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": "992c6e0a-8a71-4b63-91ba-7f4caaf99a67", "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"}, "992c6e0a-8a71-4b63-91ba-7f4caaf99a67": {"__data__": {"id_": "992c6e0a-8a71-4b63-91ba-7f4caaf99a67", "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"}, "a2dd0cda-2fca-4bb0-9510-ffb626fb5925": {"__data__": {"id_": "a2dd0cda-2fca-4bb0-9510-ffb626fb5925", "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": "2b7c8725-c22e-4f6c-810d-13809e333169", "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": "992c6e0a-8a71-4b63-91ba-7f4caaf99a67", "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": "3a265295-38d5-4f4a-b0d4-4258eee17914", "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"}, "3a265295-38d5-4f4a-b0d4-4258eee17914": {"__data__": {"id_": "3a265295-38d5-4f4a-b0d4-4258eee17914", "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"}, "49b80078-5945-4ec8-afe2-576add4c32ae": {"__data__": {"id_": "49b80078-5945-4ec8-afe2-576add4c32ae", "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": "85fd56c8-ccda-4dbc-8fd8-c91f11b48967", "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": "3a265295-38d5-4f4a-b0d4-4258eee17914", "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": "051dfa33-1bbf-475d-a6d4-b570829b053c", "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"}, "051dfa33-1bbf-475d-a6d4-b570829b053c": {"__data__": {"id_": 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"e459f9d0e5d6b8f3b4cadb7cee4282235550ee1517b325b4d4400996564d8a6f", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "9418fe76-8355-44fd-8e67-2db9d3c5a69d", "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"}, "9418fe76-8355-44fd-8e67-2db9d3c5a69d": {"__data__": {"id_": "9418fe76-8355-44fd-8e67-2db9d3c5a69d", "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": "85fd56c8-ccda-4dbc-8fd8-c91f11b48967", "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": "051dfa33-1bbf-475d-a6d4-b570829b053c", "node_type": "1", "metadata": {"page_label": "3", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "cafd08845ccf9c3b3b57fcdc5df2806dd3568a36d07ada8f50ed4ccdc52fd235", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "37c48caf-1612-4a5d-bac7-a97fd4fbfead", "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"}, "37c48caf-1612-4a5d-bac7-a97fd4fbfead": {"__data__": {"id_": "37c48caf-1612-4a5d-bac7-a97fd4fbfead", "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": "bf3153b5-09d8-4a0f-88f0-6a5e8d064192", "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": "9418fe76-8355-44fd-8e67-2db9d3c5a69d", "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": "a0173b10-58d2-4da7-9ddc-4f578310f646", "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"}, "a0173b10-58d2-4da7-9ddc-4f578310f646": {"__data__": {"id_": "a0173b10-58d2-4da7-9ddc-4f578310f646", "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": "bf3153b5-09d8-4a0f-88f0-6a5e8d064192", "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": "37c48caf-1612-4a5d-bac7-a97fd4fbfead", "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": "a0eec6c5-7793-4298-8121-383823cecaaa", "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"}, "a0eec6c5-7793-4298-8121-383823cecaaa": {"__data__": {"id_": "a0eec6c5-7793-4298-8121-383823cecaaa", "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": "bf3153b5-09d8-4a0f-88f0-6a5e8d064192", "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": "a0173b10-58d2-4da7-9ddc-4f578310f646", "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": "1efd60c4-306d-4907-ac68-6b86548c7819", "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"}, "1efd60c4-306d-4907-ac68-6b86548c7819": {"__data__": {"id_": "1efd60c4-306d-4907-ac68-6b86548c7819", "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": "0c8fe3ae-8d86-41ea-9fd2-52ec725f1399", "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": "a0eec6c5-7793-4298-8121-383823cecaaa", "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": "ab8800cd-ddf0-4146-a6e5-4b514e7bf1bb", "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": "58b06cc3-8e97-4e7a-b047-e34c3c511cae", "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"}, "58b06cc3-8e97-4e7a-b047-e34c3c511cae": {"__data__": {"id_": 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"ff8440230bdbef34020304713d2f030df3de8f36b984d47a0eb77ea5b4a0e527", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "c873a6b2-bc08-46ad-9f79-dc40e9bc4589", "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"}, "c873a6b2-bc08-46ad-9f79-dc40e9bc4589": {"__data__": {"id_": "c873a6b2-bc08-46ad-9f79-dc40e9bc4589", "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": "ead4f1e9-4d77-4fed-8541-19f678f4986c", "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": "58b06cc3-8e97-4e7a-b047-e34c3c511cae", "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": "267c0d0a-f2a3-4847-bb47-0c71a25affdb", "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"}, "267c0d0a-f2a3-4847-bb47-0c71a25affdb": {"__data__": {"id_": "267c0d0a-f2a3-4847-bb47-0c71a25affdb", "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"}, "5090dbc6-5843-484b-8e6c-473520471b3f": {"__data__": {"id_": "5090dbc6-5843-484b-8e6c-473520471b3f", "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": "ead4f1e9-4d77-4fed-8541-19f678f4986c", "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": "267c0d0a-f2a3-4847-bb47-0c71a25affdb", "node_type": "1", "metadata": {"page_label": "6", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "6bb061e3be31ce0060ee7258c582c55e3d791b7df2294a1926848db1ef30c938", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "209fc197-ed94-4789-af35-66a98a841ef2", "node_type": "1", "metadata": {}, "hash": "ab326d9ca9d2a58a8689c345f626db5e4d6a3dcf6f1ad6f17ec29f2ef8c75944", "class_name": "RelatedNodeInfo"}}, "hash": "3ed60f493e5ca6aa5fed2995fe697ea18361cbdb4c4c4e58ba1a6ce4da285233", "text": "ed.\nMembership\ngr owth\nhas\nnow\nacceler 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"}, "209fc197-ed94-4789-af35-66a98a841ef2": {"__data__": {"id_": "209fc197-ed94-4789-af35-66a98a841ef2", "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": "be9e5f87-3f57-4d34-851d-2bcb3bd9c62e", "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": "5090dbc6-5843-484b-8e6c-473520471b3f", "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": "6d0f89ba-264c-410f-a0db-d8c149b776bc", "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"}, "6d0f89ba-264c-410f-a0db-d8c149b776bc": {"__data__": {"id_": "6d0f89ba-264c-410f-a0db-d8c149b776bc", "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": "be9e5f87-3f57-4d34-851d-2bcb3bd9c62e", "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": "209fc197-ed94-4789-af35-66a98a841ef2", "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": "ccb66255-19f8-460b-86d9-8b4eb85e15a3", "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"}, "ccb66255-19f8-460b-86d9-8b4eb85e15a3": {"__data__": {"id_": "ccb66255-19f8-460b-86d9-8b4eb85e15a3", "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": "be9e5f87-3f57-4d34-851d-2bcb3bd9c62e", "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": "6d0f89ba-264c-410f-a0db-d8c149b776bc", "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": "d5b3b27c-a4c5-44f1-9209-2939c3196117", "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"}, "d5b3b27c-a4c5-44f1-9209-2939c3196117": {"__data__": {"id_": "d5b3b27c-a4c5-44f1-9209-2939c3196117", "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": "4c9bceaa-bb76-4a32-bc1c-239900692ff3", "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": "ccb66255-19f8-460b-86d9-8b4eb85e15a3", "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": "16de4cb5-49b0-4066-8ae0-2238042e32d5", "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"}, "16de4cb5-49b0-4066-8ae0-2238042e32d5": {"__data__": {"id_": "16de4cb5-49b0-4066-8ae0-2238042e32d5", "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": "4c9bceaa-bb76-4a32-bc1c-239900692ff3", "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": "d5b3b27c-a4c5-44f1-9209-2939c3196117", "node_type": "1", "metadata": {"page_label": "8", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "01f856450bb5ba7c405d50d254eaae63e1363d8cb28cb8810a488cf78a53998d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "48f7097a-66d9-4d6b-9160-77c38aebeceb", "node_type": "1", "metadata": {}, "hash": "9e17aa052810c3c31647017780681b2c8ec88526c583bdc30c755ea36ac590ba", "class_name": "RelatedNodeInfo"}}, "hash": "b2361b21b49ad79aa98c34584c2bb938a87ed0bcd26ee152dcfeb9a4714d512e", "text": "ong\nengagement\nhelped\nb y\nthe\nStar\ufb01eld\nlaunch\nbene\ufb01ted\nXbo x\ncontent\nand\nser vices.\nCommer 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"}, "48f7097a-66d9-4d6b-9160-77c38aebeceb": {"__data__": {"id_": "48f7097a-66d9-4d6b-9160-77c38aebeceb", "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": "4c9bceaa-bb76-4a32-bc1c-239900692ff3", "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": "16de4cb5-49b0-4066-8ae0-2238042e32d5", "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": "884cbfde-8a29-419d-9c3b-3737a7005182", "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"}, "884cbfde-8a29-419d-9c3b-3737a7005182": {"__data__": {"id_": "884cbfde-8a29-419d-9c3b-3737a7005182", "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": "a939d3c3-60fb-4dc9-aff9-0b79a5e75ef6", "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": "48f7097a-66d9-4d6b-9160-77c38aebeceb", "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": "a374b503-e7dd-4924-afd0-358b85d3e9f4", "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"}, "a374b503-e7dd-4924-afd0-358b85d3e9f4": {"__data__": {"id_": 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"bdefea2a35e1f3c4742443abcecb6154cd9139c1834017f151593992a69200a5", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "39f7d8c3-d6dd-469b-8503-06fc6b89b726", "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"}, "39f7d8c3-d6dd-469b-8503-06fc6b89b726": {"__data__": 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"71cca3fd9c840a6f6b029bf33ded90c46b1f6ea365b70ecaf5af1572fa0327da", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "cfb0f7d6-1ca3-489a-bc60-9429a3358bb2", "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"}, "cfb0f7d6-1ca3-489a-bc60-9429a3358bb2": {"__data__": {"id_": "cfb0f7d6-1ca3-489a-bc60-9429a3358bb2", "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": "4b97102d-8c4f-4b58-83d8-81c54741ac26", "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": "39f7d8c3-d6dd-469b-8503-06fc6b89b726", "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": "8d9af0bd-51e7-4cd0-824d-bca359ab52c4", "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"}, "8d9af0bd-51e7-4cd0-824d-bca359ab52c4": {"__data__": {"id_": "8d9af0bd-51e7-4cd0-824d-bca359ab52c4", "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": "4b97102d-8c4f-4b58-83d8-81c54741ac26", "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": "cfb0f7d6-1ca3-489a-bc60-9429a3358bb2", "node_type": "1", "metadata": {"page_label": "10", "file_name": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript.pdf"}, "hash": "738bf9b809e46e0bdb484a48e9dd98dd9069ea2ced40eaf1a447e9df4341fe0d", "class_name": "RelatedNodeInfo"}, "3": {"node_id": "0839d83d-da0e-4b78-b9db-ee0d0d079e70", "node_type": "1", "metadata": {}, "hash": "4fa5c472b552e2438585b449676a6e90c5e4ec1aa0d1b89a14cdf6a35ec88ee4", "class_name": "RelatedNodeInfo"}}, "hash": "7ab0f8f20fa868237fa35e9e7208dd27b881ce0d656a8cebed2a7a31c514c721", "text": "formance\nin\nEnterprise\nSuppor t\nSer vices.\nSegment\ngr oss\nmar gin\ndollars\nincr eased\n20%\nand\n19%\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\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"}, "0839d83d-da0e-4b78-b9db-ee0d0d079e70": {"__data__": {"id_": "0839d83d-da0e-4b78-b9db-ee0d0d079e70", "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": "4b97102d-8c4f-4b58-83d8-81c54741ac26", "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"}, "4410284d-8b7b-4b38-812e-bc663095617c": {"__data__": {"id_": "4410284d-8b7b-4b38-812e-bc663095617c", "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"}, "2a992804-bbd8-4c7f-875f-dba26502ce0d": {"__data__": {"id_": "2a992804-bbd8-4c7f-875f-dba26502ce0d", "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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"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"}, "d59a978f-f7aa-4df4-b56b-7bb31cda04a3": {"__data__": {"id_": "d59a978f-f7aa-4df4-b56b-7bb31cda04a3", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": "MSFT", "year": 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"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"}, "3e714870-d70f-4e87-b419-26e88a8b2a28": {"__data__": {"id_": "3e714870-d70f-4e87-b419-26e88a8b2a28", "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": "6f1abf7e-d383-438f-a057-eadd310bae24", "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": "d59a978f-f7aa-4df4-b56b-7bb31cda04a3", "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": "9dd70294-ab9c-4fb2-a04f-bec5b76a8f41", "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"}, "9dd70294-ab9c-4fb2-a04f-bec5b76a8f41": {"__data__": {"id_": "9dd70294-ab9c-4fb2-a04f-bec5b76a8f41", "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": "6f1abf7e-d383-438f-a057-eadd310bae24", "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": "3e714870-d70f-4e87-b419-26e88a8b2a28", "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": "b87f9718-3307-4b32-9550-0f7e55afcbc3", "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"}, "b87f9718-3307-4b32-9550-0f7e55afcbc3": {"__data__": {"id_": "b87f9718-3307-4b32-9550-0f7e55afcbc3", "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": "6f1abf7e-d383-438f-a057-eadd310bae24", "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": "9dd70294-ab9c-4fb2-a04f-bec5b76a8f41", "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": "20b2b973-a398-43a4-aa66-dce1b1c270bd", "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"}, "20b2b973-a398-43a4-aa66-dce1b1c270bd": {"__data__": {"id_": "20b2b973-a398-43a4-aa66-dce1b1c270bd", "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": "bd4020e7-7a9f-46ad-bd72-c9606488ae6b", "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": "b87f9718-3307-4b32-9550-0f7e55afcbc3", "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": "e43cb565-df87-4600-b1b9-b32f2c9afcf3", "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"}, "e43cb565-df87-4600-b1b9-b32f2c9afcf3": {"__data__": {"id_": "e43cb565-df87-4600-b1b9-b32f2c9afcf3", "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": "bd4020e7-7a9f-46ad-bd72-c9606488ae6b", "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": "20b2b973-a398-43a4-aa66-dce1b1c270bd", "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": "cddd322d-ac2b-4ff7-85f8-fa8039f9d68d", "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"}, "cddd322d-ac2b-4ff7-85f8-fa8039f9d68d": {"__data__": {"id_": "cddd322d-ac2b-4ff7-85f8-fa8039f9d68d", "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": "bd4020e7-7a9f-46ad-bd72-c9606488ae6b", "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": "e43cb565-df87-4600-b1b9-b32f2c9afcf3", "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": "ef2be68e-e933-420e-9b7a-8b23bdf27fce", "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"}, "ef2be68e-e933-420e-9b7a-8b23bdf27fce": {"__data__": {"id_": "ef2be68e-e933-420e-9b7a-8b23bdf27fce", "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": "ccda0657-6ad2-4fe8-a771-175eb33e15e2", "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": "cddd322d-ac2b-4ff7-85f8-fa8039f9d68d", "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": "a9166e5d-1b64-4f7f-9dcb-880c1aa948cc", "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"}, "a9166e5d-1b64-4f7f-9dcb-880c1aa948cc": {"__data__": {"id_": "a9166e5d-1b64-4f7f-9dcb-880c1aa948cc", "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": "ccda0657-6ad2-4fe8-a771-175eb33e15e2", "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": "ef2be68e-e933-420e-9b7a-8b23bdf27fce", "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": "41ef81ee-20ad-4474-a39a-19d28cced55a", "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"}, "41ef81ee-20ad-4474-a39a-19d28cced55a": {"__data__": {"id_": "41ef81ee-20ad-4474-a39a-19d28cced55a", "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": "ccda0657-6ad2-4fe8-a771-175eb33e15e2", "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": "a9166e5d-1b64-4f7f-9dcb-880c1aa948cc", "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": "9276734d-4021-4e2b-bd88-8c23154ec377", "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"}, "9276734d-4021-4e2b-bd88-8c23154ec377": {"__data__": {"id_": "9276734d-4021-4e2b-bd88-8c23154ec377", "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": "7376e0d7-59c4-4efe-842a-bc786b1dfc09", "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": "41ef81ee-20ad-4474-a39a-19d28cced55a", "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": "e74ac077-5c9b-4ae3-98d9-1c11e32fbf92", "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"}, "e74ac077-5c9b-4ae3-98d9-1c11e32fbf92": {"__data__": {"id_": "e74ac077-5c9b-4ae3-98d9-1c11e32fbf92", "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": "7376e0d7-59c4-4efe-842a-bc786b1dfc09", "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": "9276734d-4021-4e2b-bd88-8c23154ec377", "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": "3b7d92db-d960-4772-9e99-8922a6c9ae75", "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"}, "3b7d92db-d960-4772-9e99-8922a6c9ae75": {"__data__": {"id_": "3b7d92db-d960-4772-9e99-8922a6c9ae75", "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": "7376e0d7-59c4-4efe-842a-bc786b1dfc09", "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": "e74ac077-5c9b-4ae3-98d9-1c11e32fbf92", "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": "5ff1f992-ea14-450b-91c7-073b42068c4c", "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"}, "5ff1f992-ea14-450b-91c7-073b42068c4c": {"__data__": {"id_": "5ff1f992-ea14-450b-91c7-073b42068c4c", "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": "7eef1cb6-7733-4d9c-aa97-10be091878e3", "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": "3b7d92db-d960-4772-9e99-8922a6c9ae75", "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": "1d0a2603-1bb9-45e6-9c8f-2298704cd50a", "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"}, "1d0a2603-1bb9-45e6-9c8f-2298704cd50a": {"__data__": {"id_": "1d0a2603-1bb9-45e6-9c8f-2298704cd50a", "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": "7eef1cb6-7733-4d9c-aa97-10be091878e3", "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": "5ff1f992-ea14-450b-91c7-073b42068c4c", "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": "83f8d199-f11f-4f91-84d2-db101da9dde1", "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"}, "83f8d199-f11f-4f91-84d2-db101da9dde1": {"__data__": {"id_": "83f8d199-f11f-4f91-84d2-db101da9dde1", "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": "7eef1cb6-7733-4d9c-aa97-10be091878e3", "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": "1d0a2603-1bb9-45e6-9c8f-2298704cd50a", "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": "ac3fd971-dadc-4eaf-83ef-70ada52e637b", "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"}, "ac3fd971-dadc-4eaf-83ef-70ada52e637b": {"__data__": {"id_": "ac3fd971-dadc-4eaf-83ef-70ada52e637b", "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": "e8e64924-a23e-4dbc-883e-cb53f1961f60", "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": "83f8d199-f11f-4f91-84d2-db101da9dde1", "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": "198e5431-c2e7-4556-b34c-93ae4ccafb4a", "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"}, "198e5431-c2e7-4556-b34c-93ae4ccafb4a": {"__data__": {"id_": "198e5431-c2e7-4556-b34c-93ae4ccafb4a", "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": "e8e64924-a23e-4dbc-883e-cb53f1961f60", "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": "ac3fd971-dadc-4eaf-83ef-70ada52e637b", "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": "7123bd17-29c9-4b76-bf48-ec299757ab8c", "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"}, "7123bd17-29c9-4b76-bf48-ec299757ab8c": {"__data__": {"id_": "7123bd17-29c9-4b76-bf48-ec299757ab8c", "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": "b81d98ef-f2ee-4cdb-aabc-f9bc80e52373", "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": "198e5431-c2e7-4556-b34c-93ae4ccafb4a", "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": "ff797e00-6f31-4faa-8f7b-147abc64e215", "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"}, "ff797e00-6f31-4faa-8f7b-147abc64e215": {"__data__": {"id_": "ff797e00-6f31-4faa-8f7b-147abc64e215", "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": "b81d98ef-f2ee-4cdb-aabc-f9bc80e52373", "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": "7123bd17-29c9-4b76-bf48-ec299757ab8c", "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": "20aa8a02-4da5-47fe-afe9-775fbeb97cc5", "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"}, "20aa8a02-4da5-47fe-afe9-775fbeb97cc5": {"__data__": {"id_": "20aa8a02-4da5-47fe-afe9-775fbeb97cc5", "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": "b81d98ef-f2ee-4cdb-aabc-f9bc80e52373", "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": "ff797e00-6f31-4faa-8f7b-147abc64e215", "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": "eb8411a2-45fc-42bb-9d65-606104f5dea8", "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"}, "eb8411a2-45fc-42bb-9d65-606104f5dea8": {"__data__": {"id_": "eb8411a2-45fc-42bb-9d65-606104f5dea8", "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": "e5a89bb0-c6cb-489e-b7a4-42e0b4fd015f", "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": "20aa8a02-4da5-47fe-afe9-775fbeb97cc5", "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": "f8a0249d-a0da-4263-8b5a-9c0a17ecc0ea", "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"}, "f8a0249d-a0da-4263-8b5a-9c0a17ecc0ea": {"__data__": {"id_": "f8a0249d-a0da-4263-8b5a-9c0a17ecc0ea", "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": "e5a89bb0-c6cb-489e-b7a4-42e0b4fd015f", "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": "eb8411a2-45fc-42bb-9d65-606104f5dea8", "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": "3cc4e3c4-381d-479b-8ff3-d14db0fd11c4", "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"}, "3cc4e3c4-381d-479b-8ff3-d14db0fd11c4": {"__data__": {"id_": "3cc4e3c4-381d-479b-8ff3-d14db0fd11c4", "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": "e5a89bb0-c6cb-489e-b7a4-42e0b4fd015f", "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": "f8a0249d-a0da-4263-8b5a-9c0a17ecc0ea", "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": "38429668-144d-4f17-9738-47e3e9376853", "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"}, "38429668-144d-4f17-9738-47e3e9376853": {"__data__": {"id_": "38429668-144d-4f17-9738-47e3e9376853", "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": "90e150d4-7217-4f8f-982a-b6fe8443aca2", "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": "3cc4e3c4-381d-479b-8ff3-d14db0fd11c4", "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": "35efd99a-cd45-41a8-b0bc-1b8b5a74ecaf", "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"}, "35efd99a-cd45-41a8-b0bc-1b8b5a74ecaf": {"__data__": {"id_": "35efd99a-cd45-41a8-b0bc-1b8b5a74ecaf", "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": "90e150d4-7217-4f8f-982a-b6fe8443aca2", "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": "38429668-144d-4f17-9738-47e3e9376853", "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": "6006040b-39d0-4ac4-9f63-da530461b9b7", "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"}, "6006040b-39d0-4ac4-9f63-da530461b9b7": {"__data__": {"id_": "6006040b-39d0-4ac4-9f63-da530461b9b7", "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": "b7b0066d-5781-447d-becb-c8bb2cdc5ab7", "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": "35efd99a-cd45-41a8-b0bc-1b8b5a74ecaf", "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": "4a9ebfec-aead-4d88-afaf-7deee6d593d9", "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"}, "4a9ebfec-aead-4d88-afaf-7deee6d593d9": {"__data__": {"id_": "4a9ebfec-aead-4d88-afaf-7deee6d593d9", "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": "b7b0066d-5781-447d-becb-c8bb2cdc5ab7", "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": "6006040b-39d0-4ac4-9f63-da530461b9b7", "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": "6e334080-3f0d-4e46-8bec-18267ced593a", "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"}, "6e334080-3f0d-4e46-8bec-18267ced593a": {"__data__": {"id_": "6e334080-3f0d-4e46-8bec-18267ced593a", "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": "4051e33d-98c4-4d18-852a-fbfd1a4447e2", "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": "4a9ebfec-aead-4d88-afaf-7deee6d593d9", "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": "ab515ffc-9074-40e3-b0a3-d88020887f57", "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"}, "ab515ffc-9074-40e3-b0a3-d88020887f57": {"__data__": {"id_": "ab515ffc-9074-40e3-b0a3-d88020887f57", "embedding": null, "metadata": {"title": "Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript", "period": "Q1 2024", "ticker": 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"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"}, "0de29e58-d74b-4fd2-91f0-a24a944a7bcc": {"__data__": {"id_": "0de29e58-d74b-4fd2-91f0-a24a944a7bcc", "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"}, "3a063227-1456-4432-97f0-9cfd20728cef": {"__data__": {"id_": "3a063227-1456-4432-97f0-9cfd20728cef", "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": "b02880e0-759f-4ba5-b305-fdcdc3e4cd6b", "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": "0de29e58-d74b-4fd2-91f0-a24a944a7bcc", "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": "292081c3-744b-44ca-8cb9-a6253be3e668", "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"}, "292081c3-744b-44ca-8cb9-a6253be3e668": {"__data__": {"id_": "292081c3-744b-44ca-8cb9-a6253be3e668", "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": "b02880e0-759f-4ba5-b305-fdcdc3e4cd6b", "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": "3a063227-1456-4432-97f0-9cfd20728cef", "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": "1ded74ad-95d2-428a-9363-832c8664e98e", "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"}, "1ded74ad-95d2-428a-9363-832c8664e98e": {"__data__": {"id_": "1ded74ad-95d2-428a-9363-832c8664e98e", "embedding": null, "metadata": {"title": "Microsoft 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