Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Core Perspective - The software industry is experiencing significant innovation and uncertainty, impacting investor sentiment and stock market performance [1] Group 1: Industry Trends - There is a growing concern among investors regarding fundamental questions about the future of software development, delivery, and pricing models [1] - The next 3 to 5 years are expected to bring substantial changes in how software is fundamentally built and delivered [1]