Overview
- On a BG2 podcast, Satya Nadella said headcount will grow with far greater leverage from AI, describing a year of employee “unlearning and learning” as tools like Microsoft 365 Copilot and GitHub Copilot reshape work; the company ended fiscal 2025 with about 228,000 employees after additional cuts of roughly 9,000 in July.
- Microsoft posted record results, reporting $281.7 billion in revenue, up 15%, with Azure surpassing $75 billion on 34% growth.
- The company assigned resources equivalent to 34,000 full-time engineers to its Secure Future Initiative to strengthen identity protections and embed security-by-design across products.
- AI infrastructure now spans more than 400 facilities in 70 regions across six continents, including Fairwater in Wisconsin, described as delivering ten times the performance of today’s fastest supercomputer.
- Product traction includes Microsoft 365 Copilot surpassing 100 million monthly active users and GitHub Copilot reaching 20 million, a new Agent Mode for orchestrating multistep tasks, and a $4 billion Microsoft Elevate program aiming to help 20 million people earn AI credentials.