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![CestrianInc Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1141822758847963136.png) Cestrian Capital Research, Inc [@CestrianInc](/creator/twitter/CestrianInc) on x 4282 followers
Created: 2025-01-31 19:46:25 UTC

$MSFT earnings: pretty good. Guidance for revenue to slow just a touch, but RPO (order book value) is growing faster than recognized revenue (34% vs XX% QoQ, XX% TTM) & is now XXX% of TTM revenue. 

Where RPO growth goes, the rate of revenue growth usually follows. Stock dumped X% post-earnings. I am not sure this will last.

![](https://pbs.twimg.com/media/GipWW_LXsAAW3el.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1885414350153793840/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[quarterly earnings](/topic/quarterly-earnings)
[$msft](/topic/$msft)
[microsoft](/topic/microsoft)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/CestrianInc/status/1885414350153793840)