So I interpreted the question as "Jump to X immediately after the call". As in within a day or two. Jumping to >200 from 170s that fast seems like a big stretch. Though obviously, I would love to be proven wrong.
Other stocks like FB who didn’t smash like us jumped 10% Key takeaways Despite lower June Q guidance vs Street/our ests, MSFT's solid March Q underscored several elements of a durable LT thesis June Q could be a potential trough in the business. This is an important enterprise agreement renewal Q. We are modeling Azure to slow to 45% y/y in Q4 while commercial cloud is expected to grow 26%.
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Despite lower June Q guidance vs Street/our ests, MSFT's solid March Q underscored several elements of a durable LT thesis
June Q could be a potential trough in the business. This is an important enterprise agreement renewal Q.
We are modeling Azure to slow to 45% y/y in Q4 while commercial cloud is expected to grow 26%.