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

Question-and-Answer SessionKeith WeissMorgan Stanley, Research Division Excellent. So it's really an amazing time to be talking to you about what's going on in software, partly because of how much innovation is going on in software right now, partly because of how much uncertainty there is in this room amongst investors, and we're seeing it in the stock market. And I'd say over the past several weeks, we've seen even renewed pressure, even more uncertainty about real fundamental questions on how software is ...