What Satya Said: Notes from Microsoft's Q4 2014 Earnings Conference Call

Some details in an ocean of talk
On Tuesday, Microsoft announced the results of its fiscal fourth quarter, which ended June 30, 2014: The firm earned a net income of $6.48 billion on revenues of $23.38 billion. We already knew that the software giant was an economic powerhouse. But Microsoft's story in this changing era hinges on a move from traditional software to services and devices. So what did CEO Satya Nadella tell us in the wake of these earnings, and how does this change our perception of how the company is doing?

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