Microsoft is making money on AI, says Jefferies' Brent Thill

Azure growth also came in ahead of estimates up 40% year-over-year. Joining us now is Brent Phil from Jeff. Uh stocks down about three and a half percent right now.Brent, why >> Azure uh was a slight miss. The street one a little bit higher on that growth that you just mentioned. And uh I think that's really largely it.All the other metrics look good. I think the street's not picking up on the booking and the the actual RPO. And if you look at those numbers, you're talking about a a commercial booking numbe ...