All is well then
Wall Street was expecting a record year, it got a bit more of a record year, so everything is fine. Cloud is justified, using customers as beta testers is justified, telemetry is not a problem, the sky is bright and blue and everyone is happy.
Now, if Microsoft had managed "only" $123bn, then it would have been doom and gloom and the share price would have dropped, right? Because they would have missed the mark by barely one per cent while still raking in the dough by the supertanker.
Stupid Wall Street analysts.