This bingo card has a free space and 24 words: Question about OAI relationship, Satya says "We see strong demand across every industry & segment", Q&A asks about capacity / CAPEX, Satya mentions AI at least 10 times, Satya says "tectonic shift", "Community First AI Infrastructure" plan is mentioned, Recent Mercedes partnership is mentioned, Anthropic partnership mentioned, Nvidia mentioned, Cybersecurity mentioned, UBS Analyst asks a question, Amy says "Double-digit growth", Amy mentions "constant currency" at least 6 times, AI is said twice in the same sentence by either Amy or Satya, "Seasonality" is used to explain something, Analyst asks a 2-pt question, Satya says "I'll start, and Amy can add on", Satya says "fundamentally" to reset the narrative, Amy says "we feel good about our position", Capex question is asked, "Great question" said immediately before a non-answer, Analyst apologies for length of the question, Answer includes both near-term and long-term and Analyst says "one quick follow up".
FY25 Q3 Earnings Call | HIRJIT BINGO | HIRJIT BINGO | HIRJIT BINGO | Staff Meeting - 4/18/20
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