Microsoft Corp at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript
Excellent. Thank you, everyone, for joining us. My name is Keith Weiss. I run the U.S. software research group here at Morgan Stanley. And very pleased to have with us this morning, Amy Hood, CFO from Microsoft. So Amy, thank you for joining us.
Before we dig in, I do have to read a brief disclosure. For important disclosures, please see the Morgan Stanley website at www.morganstanley.com/researchdisclosures. Excellent.
So Amy, thank you so much for joining us. Always an interesting conversation with Microsoft between the commercial side of the equation, the consumer side of the equation, you cover such a broad swath of what's going on in software and technology. I want to dig in on the macro side of the equation first. And we'll take it in 2 parts. Absent sort of the Ukraine-Russian conflict, what was the Microsoft view heading into 2022 in terms of the overall spending environment, particularly on the commercial side of the equation?
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