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Microsoft Corporation (MSFT) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 12:15 PM EST
Company Participants
Satya Nadella – Chairman & CEO
Conference Call Participants
Keith Weiss – Morgan Stanley, Research Division
Presentation
Keith WeissMorgan Stanley, Research Division
Excellent. Thank you, everyone, for joining. I’m Keith Weiss, I run the software equity research franchise in the U.S. here at Morgan Stanley. And really thrilled to have with us from Microsoft, Satya Nadella, Chairman and CEO. Satya, thanks so much for joining us.
Satya NadellaChairman & CEO
Thank you so much. It’s thrilled to be here.
Question-and-Answer Session
Keith WeissMorgan Stanley, Research Division
Excellent. So it’s really an amazing time to be talking to you about what’s going on in software, partly because of how much innovation is going on in software right now, partly because of how much uncertainty there is in this room amongst investors, and we’re seeing it in the stock market. And I’d say over the past several weeks, we’ve seen even renewed pressure, even more uncertainty about real fundamental questions on how software is going to be built, how it’s going to be delivered, how it’s going to be priced on a go-forward basis. So maybe we could start there and get your perspective. What’s your view on how software is fundamentally going to change over the next 3 years, over the next 5 years?
Satya NadellaChairman & CEO
Yes. I mean it’s fascinating, right? Here we are in 2026. And you sit around and you say, God, there are start-ups that are getting founded and funded in massive amounts. If you’re an Excel plug-in, you are a VS Code fork, people are in love with file systems again. I mean yesterday, there was a tweet which I loved, which is somebody said, oh, instead of just using grep, I can even do an
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