Behind the Markets Podcast · Friday, October 30, 2026
Michael Friedman noted that Microsoft's recent earnings report reassured investors as Azure accelerated, M365 growth picked up, and forward guidance came in strong. Unlike other tech giants experiencing pressure, Microsoft delivered the performance investors were looking for.
“I think investors are coming off this specific report quite quickly. quite comfortable. You know, we saw Azure accelerating. We saw the next quarter guide for it was also quite strong. M365 accelerated as well.”