RBC Capital Markets Software Equity Analyst Rishi Jaluria discusses what Microsoft's earnings signal for upcoming tech earnings.
You can see the entire interview here.
Key Video Takeaways
0:02 On other software companies' earnings
RISHI JALURIA: I think it's signaling to me that a lot of other enterprise software companies may come up with a quarter that is better than people fear. In our own checks, we've heard that Q4-- calendar, according to Q4, was better than expected for a lot of companies. Again, I think it comes down to the guidance. But if the guidance comes in, in line with expectations, I think that's enough. And so, yeah, given all the fears people had about tech and layoffs and everything, I do think this bodes well for a lot of other enterprise software companies.