It’s been a busy few weeks – between immediately’s earnings and a few of our… | Satya Nadella

It’s been a busy few weeks – between today’s earnings and some of our recent announcements. Here are a few things I wanted to highlight:

We are riding multiple compounding S curves in pre-training, inference time, and systems design, driving model performance that is doubling every 6 months.

Azure is the infrastructure layer for AI, optimized across every layer: DCs, silicon, systems software, and models to lower costs and increase performance. We are delivering more performance per megawatt, lower cost per token, and faster dock-to-live times.

Frontier firms are incorporating AI into everyday workflows, transforming work and work artifacts. Microsoft 365 Copilot is now being used by hundreds of thousands of customers across industries, up 3X year-over-year.

I’m especially excited about our new Researcher and Analyst agents, like having a highly trained expert on call 24/7.

And our customers have created over 1 million agents of their own using SharePoint and Copilot Studio.

On the consumer side: Our ad revenue surpassed $20 billion over the past year. Only at Microsoft could that almost get overlooked!

LinkedIn continues to grow fast, with double-digit membership gains. And we again took share across Bing and Edge. And we are building daily engagement and successful sessions with our Copilot app, which got a big update earlier this month.

And, yes, blocks can be stars: Minecraft weekly active users jumped 75% year-over-year after the movie release.

You can read more about our results here: https://lnkd.in/gjWnuT9H

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