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pww.comMicrosoft Corporation - Special Call - NasdaqGS:MSFT

NasdaqGS:MSFT

Brett Iversen [Vice President of Investor Relations] 💬

Brett Iversen, Vice President of Investor Relations at Microsoft, made the following statements during the special call:

  1. Introduction:

    • "Welcome, everyone. I'm Brett Iversen, General Manager of Investor Relations. This is the third in our series of videos focusing on strategic areas that are top of mind for our investors."
    • "Today's discussion will focus on business applications, including our Dynamics 365 and Power Platform businesses."

  2. Introducing Key Leaders:

    • "We have 2 of our key leaders here to answer your most frequently asked questions. Alysa Taylor, who is responsible for marketing for our Dynamics, Power Platform Industry and our Data and AI businesses; and Charles Lamanna, who leads our engineering teams for the Business Applications and Platform organization."

  3. Request for Feedback:

    • "As always, after you view the video, please reach out to our Investor Relations team directly if you have any feedback on future topics, the format or other suggestions."

  4. Question to Alysa Taylor:

    • "So your Dynamics and Power Platform have become an increasingly important part of Microsoft Cloud strategy. Can you talk about how Business Applications broadly fits into the Microsoft Cloud and how that's evolved?"

  5. Response to Alysa Taylor:

    • "Love it. And so talk a little bit about the journey, like from where we've been and to where we are today, what would you share?"

  6. Question About Opportunity:

    • "Given where we're at today, how do you think about the opportunity? And people are excited to hear from you both on how we would size that. How do we think about it today?"

  7. Acknowledgment of Growth:

    • "Totally."
    • "That's great. Growing fast in big markets is obviously where we want to be. So that's great to hear."

  8. Question to Charles Lamanna:

    • "So Charles, let me bring you into this and talk a little bit about the product innovation and how we ensure that we are leading in these categories that Alysa mentioned."

  9. Follow-Up Question on Data:

    • "Interesting. So there's a lot there. Tell me more about the data piece, like what – how is our approach shaping the broader Business Application strategy there?"

  10. Request for Customer Examples:

    • "I'm similar to you, like it really helps me to ground it in customer examples. So what are a couple of other maybe current customers that we're helping in this sort of a category?"

  11. Question on Integration:

    • "So speaking of better together, Alysa, how do we think about all these pieces working together? What's been resonating in the market? What would you share?"

  12. Transition to Power Platform:

    • "Maybe shifting gears to Power Platform and Charles, so you were excited about it. We all know why we're excited about it. But maybe for those watching online, what would you tell them to help them understand our excitement?"

  13. Reflection on Developer Status:

    • "I'm still hung up on the fact that I think you just said I'm a developer, which, although daunting may mean a pay bump, so I'm excited to check in on that. But thanks."

  14. Question on Customer Use Cases:

    • "Your customer use cases, what – because we've shared some examples of different things before, but Power Apps, Power Automate, what are you seeing out there? What's driving the growth?"

  15. Summary and Closing Remarks:

    • "Again, the examples really help me and I like both of them, but the point you made about someone on the front line doing that, I mean that spreads culture where all of a sudden everyone realizes I can help solve some of these problems as well, to Charles' points earlier."

    • "One last one maybe for each of you all. Alysa, I'll start with you. And we've talked about I think a lot of this, but maybe you could summarize – I know we're confident in the future of Dynamics and Power Platform, but how would you kind of bring that all together for folks one last time?"

    • "Yes. I mean the opportunity is there. So we have to continue to fund that for sure. So Charles, maybe I'll piggyback on one of Alysa's comments. There's always tons of innovation coming out of Santa's workshops. And I know you've alluded to some of it that's in the market now, but is there anything you would flag that's on the way or that people should be excited about that's coming?"

    • "You mentioned the 3 apps I use the most in terms of Outlook, Teams and Excel."

    • "So well, great, let's end on that. I think – it's an exciting time. I mean the growth already has been tremendous and accelerating. And it's still, to me, at least, feels very early given the size of the opportunity that I know we all view ahead."

    • "So thank you both, certainly for your time today, but also your insights and sharing some of the customer stories. And we thank everyone for watching. So the Dynamics and Power Platform is a critical part of the broader Microsoft Cloud, and we're glad we got to take some time with you to talk about it today. So thanks again, and I look forward to the next one."