$MSFT

Microsoft $MSFT CFO giving a SaaS master class on Q425 earnings. "I think sometimes people get a lot of energy around cost control as a driver of margin. The other driver is to focus on making sure you deliver a great product that's competitive and innovative and can take share, because that drives revenue. Revenue growth ... is a durable way to see margin improvement. It builds on itself. ...  The S curves compound, and we are doing that work and we're focused on it at the same time we're doing the build out. So you'll see improvements there even as we continue to invest."