Overview
- CEO Satya Nadella said on the BG2 podcast that Microsoft will grow headcount, with new roles designed to carry “a lot more leverage” than in the pre-AI era.
- He described an upcoming “unlearning and learning” period before growth accelerates, with employees using Microsoft 365 Copilot and GitHub Copilot built on models from OpenAI and Anthropic.
- Microsoft finished FY25 with about 228,000 employees after multiple rounds of cuts this year that affected roughly 15,000 roles.
- The company reported FY25 revenue of $281.7 billion, up 15%, with Azure topping $75 billion on 34% growth and the widest operating margin since 2002.
- Nadella highlighted AI-driven operations and investment, citing $4 billion for the Microsoft Elevate skills program, more than 400 datacenters across 70 regions, and AI agents automating fiber-network maintenance.