"Azure ML revenue alone has increased more than 100% for five quarters in a row"
2. @satyanadella talking about @OpenAI, #ChatGPT, and how $MSFT is leveraging artificial intelligence in its product suite:
2. @satyanadella talking about @OpenAI, #ChatGPT, and how $MSFT is leveraging artificial intelligence in its product suite:
3. Teams is still gaining traction, surpassing 280 million MAUs in the quarter. Active Teams Rooms devices grew with a whopping 70% y/y:
4. Cybersecurity now constitutes ~10% of $MSFT's total group revenue:
5. LinkedIn now has >900 million members and managed to grow revenue 10% y/y despite the macro:
6. $MSFT's gaming segment continues to grow, with MAUs surpassing 120 million in the quarter:
"we fully expect us to sort of incorporate AI in every layer of the stack"
7. AI is not just a buzzword for $MSFT:
7. AI is not just a buzzword for $MSFT:
8. Customers are cautious because of the macro environment:
9. Every app is eventually going to be an AI app, says @satyanadella:
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