Pressure Points: Microsoft 3Q'26 Earnings
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
More episodes of Pressure Points
- Pressure Points: WWDC Keynote 2026
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- Pressure Points: Meta 1Q'26 Earnings
- Pressure Points: Google 1Q'26 Earnings
- Pressure Points: Amazon 1Q'26 Earnings
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