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From HPQ earnings calls
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22:00
Feb 24 ◎
Bruce Broussard Interim CEO, HP Inc. HPQ Q1 FY26 call
HP is embedding Microsoft 365 Copilot into printers, deepening the partnership and potentially driving Copilot adoption in print workflows.
MSFT
HIGH
22:00
Nov 25 ◎
Enrique Lores President and CEO, HP Inc. HPQ Q4 FY25 call
HP estimates that 60% of the Windows 11 install base has been converted, with the remaining 40% concentrated in SMB and Asia/Europe, implying a longer tailwind for PC refresh demand than previously thought. — The PC refresh cycle is only about halfway through, with the bulk of the opportunity still ahead, which is positive for the broader PC supply chain.
MSFT
HIGH

About MSFT Analyst Coverage

Buzzberg tracks MSFT (Microsoft Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Bruce Broussard, Enrique Lores.