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Microsoft / earnings / Satya Nadella / AI / OpenAI

5 main takeaways from Microsoft's earnings call

OpenAI a big customer, CapEx a concern for investors, and will silicon become a "core competency"?

By Noah Bovenizer

Updated Jan 29, 2026 6:27 PM / Published Jan 29, 2026 6:22 PM 3 min read

5 main takeaways from Microsoft's earnings call — Image credit: Brian Smale and Microsoft

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Noah Bovenizer

Noah Bovenizer is a reporter with The Stack. He previously covered the transportation sector for Global Data. He has a first class degree in journalism and has also worked as a newsreader for Gaydio.