RPO (throw)
RPO (throw)
Play action
Bootleg
Run
RPO (throw)
Run
RPO (run)
Run (TD)
RPO (throw)
RPO (throw)
Play action
Bootleg
Run
RPO (throw)
Run
RPO (run)
Run (TD)
*MICROSOFT: 45% OF COMMERCIAL RPO DRIVEN BY OPENAI COMMITMENTS
*MICROSOFT 2Q INTELLIGENT CLOUD REV. $32.91B, EST. $32.39B
*MICROSOFT 2Q AZURE & OTHER CLOUD REV EX-FX +38%, EST. +38%
*MICROSOFT: 45% OF COMMERCIAL RPO DRIVEN BY OPENAI COMMITMENTS
(RPO is contracted future revenue, the pipeline of money you expect to come in—fairly important for a software-as-a-service company)
*MICROSOFT: 45% OF COMMERCIAL RPO DRIVEN BY OPENAI COMMITMENTS
*MICROSOFT 2Q INTELLIGENT CLOUD REV. $32.91B, EST. $32.39B
*MICROSOFT 2Q AZURE & OTHER CLOUD REV EX-FX +38%, EST. +38%
(RPO is contracted future revenue, the pipeline of money you expect to come in—fairly important for a software-as-a-service company)