Pressure Points: Microsoft 3Q'26 Earnings
From Pressure Points by Deepwater Asset Management
April 30, 2026 · 5 min
About this episode
The episode discusses Microsoft's 3Q'26 earnings, highlighting Azure's growth and the need for a new software monetization model.
Postive comments about Azure growing at 40% in June vs 39% in March was offset by them talking about the elephant in the room, the need for a new monetization model for software that is usage based. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
People in this episode
Host: Deepwater Asset Management
Topics covered
- Microsoft earnings
- Azure growth
- monetization model
- software usage
- business strategy
Keywords
- Microsoft
- Azure
- earnings
- monetization
- software
- business
- technology
Mentioned in this episode
Organizations: Microsoft, Azure
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