Technology + AIBalanced5d ago

Inside Microsoft’s Transparency Paradox

The Information · via YouTube

Why it's here

Covers MSFT from The Information. Surfaced because it matches a company page on What’s Your Call?.

Context generated by What’s Your Call? from public video metadata — not a transcript summary.

About this video

The Information Co-Executive Editor Martin Peers explains why Microsoft’s decision to disclose Azure revenue may still leave investors with an incomplete picture of its cloud business. He breaks down how Microsoft’s new reporting structure could make the profit dynamics between cloud and software harder to see. Subscribe: https://www.theinformation.com/subscribe-youtube The Information’s TITV airs weekdays on YouTu…

Companies mentioned

MSFT
MSFTMicrosoft Corp.

After watching, what's your call?

Bull Bear
61% of Bull & Bear calls on MSFT are currently Bull.Make my call

Related

NVDA10:56NewsCompany Deep DivesIs Nvidia Stock Too Cheap? My $312 Fair Value Analysis 2026? 😱 #nvda #nvdastockTRADING NEWS· 25d agoMSFT29:40EducationLearn the MarketThis company has more AI agents than employeesMicrosoft· 17d agoMSFT8:20BullBull ViewsJay Woods on September Weakness & MSFT, PLTR "Gapping and Going"Schwab Network· 10d agoMETA17:53BearBear ViewsTECH STOCK ANALYSIS (Spcx, Amazon, Google, Meta, Apple, Tesla, Msft, Amd, ) #tsla #amzn #cryptoWall Street Market Insight· 4d agoMETANew24:33BearBear ViewsTECH STOCK ANALYSIS (Spcx, Amazon, Google, Meta, Apple, Tesla, Msft, Amd, ) #tsla #amzn #cryptoWall Street Market Insight· 8h agoMETA · Coverage todayMSFT57:39NewsTechnology + AIIntune, Autopilot & Windows 11 Updates | September 8, 2026 | MSFT EDU Endpoint Office HoursMicrosoft EDU Endpoint Office Hours· YesterdayMSFT · This weekMSFT16:48BalancedCompany Deep DivesHow I Accidentally Made $22,003 in 5 Days (From Just 1 Stock)Dividend Data· Aug 5, 2026MSFT30:55BalancedCompany Deep DivesWhy I Invested $97,000 in Microsoft — MSFT Stock AnalysisDividend Data· Jul 30, 2026