The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Karl Emil Keirstead - UBS Investment Bank, Research Division - Analyst
: Amy, heading into this Q1 release, I would say there was a higher-than-normal level of worry from investors about your Windows
PC segments in light of all of the unit shipment and supply chain issues, and yet you put up a Windows OEM number that blew away
your guidance. And your guidance for the Windows OEM business in December was also, I think, way above what people are modeling.
So I guess, in essence, how did you dodge that bullet? Amy, maybe you could unpack that OEM performance for us and your view
into the second half of the fiscal year.
Question: Karl Emil Keirstead - UBS Investment Bank, Research Division - Analyst
: Got it. Congrats on that result, Amy.
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OCTOBER 26, 2021 / 9:30PM, MSFT.OQ - Q1 2022 Microsoft Corp Earnings Call
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: You gave us great useful perspective on inflation. Curious if you can expand your thoughts, Satya and Amy, on the labor shortage
we're seeing in the tech market, how you're dealing with that. And also, a, little bit more of a deeper perspective on supply chain
and how does Microsoft get visibility? Considering that you're growing your cloud business and your CapEx commitments seem to
be quite impressive. How much visibility do you have into component availability and your ability to ramp up your CapEx?
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