Microsoft Corp (BKK:MSFT19)
฿ 5.45 +0.050 (+0.93%) Market Cap: 40.47 Bil Enterprise Value: -611.15 Bil PE Ratio: 27.75 PB Ratio: 8.37 GF Score: 78/100

Microsoft Corporation at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 09, 2026 / 04:30PM GMT
Release Date Price: ฿5.45 (+0.93%)
Gabriela Borges
Goldman Sachs International - Analyst

Hey, good morning. Absolute pleasure to welcome everyone today to the Goldman Sachs Communicopia Technology Conference. I'm Gabriela Borges, I cover software here at Goldman. Huge pleasure for me to welcome Amy Hood to the stage, CFO of Microsoft. Thank you for taking the time today.

Amy Hood
Microsoft Corporation - Chief Financial Officer, Executive Vice President

Of course. Great to be here.

Questions & Answers

Gabriela Borges
Goldman Sachs International - Analyst

Amy, one of the more interesting conversations that we've had with investors over the past several months has been a little bit of a back to first principles thinking on software moats. And if we think about the history of software companies, Microsoft has had a 50-year history of enduring software moats in the enterprise. Tell us a little bit about, in your own experience, how you would describe what has made Microsoft an enduring software company, such that there are moats that are

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