Wedbush's Dan Ives Lauds Microsoft's 'Masterpiece Quarter,' Says CEO Nadella's Guidance 'Should Be Hung In The Louvre'
- 3 months ago
Microsoft is in early innings of "major monetization" opportunity, with 60% installed base looking to implement AI functionality, he said.
Copilot monetization is playing out and further acceleration is likely in fiscal year 2024, he adds.
Copilot monetization is playing out and further acceleration is likely in fiscal year 2024, he adds.