Jonathan Weil / Wall Street Journal:

Microsoft faces investor criticism over opaque financial reporting across capex, its OpenAI deal, and Azure, which is buried in the Intelligent Cloud segment  —  From capex to its flagship cloud platform, Microsoft stands out for lack of transparency  —  Cloud computing, meet cloudy numbers.

Jonathan Weil / Wall Street Journal:

Microsoft faces investor criticism over opaque financial reporting across capex, its OpenAI deal, and Azure, which is buried in the Intelligent Cloud segment  —  From capex to its flagship cloud platform, Microsoft stands out for lack of transparency  —  Cloud computing, meet cloudy numbers.

Source: TechMeme
Source Link: https://www.techmeme.com/260826/p25#a260826p25