Microsoft Corp at Evercore TMT Conference Transcript
Welcome, everybody. I'm Kirk Materne, Head of Enterprise Software Research at Evercore ISI. We're really excited to have Mat McBride with us, who's the EVP and CFO of Commercial Products and Infrastructure at Microsoft. So Mat and I are going to talk for a while. We'll open up to questions at the end, so just raise your hand. We'll have a mic running around.
Mat, thanks for being with us.
Yeah, I'm excited to be here. Thank you for the invite.
Questions & Answers
A lot going on across the universe in software and AI. So I think I'll start just at a higher level. How are you seeing enterprise IT spending evolve right now? And where customers leaning in, I guess, versus pulling back? Maybe we'll start there.
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