Uploaded February 2026 | Updated September 2026, 9 hours ago

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Investors and analysts are not happy
pivot-to-ai.com/2026/02/03/ai-makes-microsofts-q4-2025-numbers-weird-and-bad - blog post

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Sources:

Earnings Release FY26 Q2 microsoft.com/en-us/investor/earnings/fy-2026-q2/press-release-webcast
Microsoft FY26 Second Quarter Earnings Conference Call view.officeapps.live.com/op/view.aspx?src=https://microsoft.com/en-us/investor/earnings/FY-2026-Q2/Document/DownloadDocument/149/TranscriptQandAFY26q2.docx
Microsoft Fiscal Year 2026 Second Quarter Earnings Conference Call (video) microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2
Microsoft sheds $360bn in market value as AI spending spooks investors ft.com/content/c7e23f07-70b3-43a7-8e1d-040ca93d6d90

Previously on Pivot to AI:

What Satya Nadella actually said at Davos about the AI bubble pivot-to-ai.com/2026/01/21/what-satya-nadella-actually-said-at-davos-about-ai
video: youtube.com/watch?v=oOPPKG7XLZk&list=UU9rJrMVgcXTfa8xuMnbhAEA

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