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Satya Nadella
Microsoft Corporation
US, Redmond [HQ]
CIK
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Data Source
We automatically created this profile. The information was aggregated based on earnings call transcripts, insider forms and DEF 14A statements.
Transcribed
Ordered by transcript time. Click a different Quarter to change the transcript
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Q4 Earnings Call (July 30, 2024)As 13th Text PassageYes. Thanks again, Mark, for the question. So to me, look, at the end of the day, GenAI is just software. So it is really translating into fundamentally growth on what has been our M365 SaaS offering with a newer offering that is the Copilot SaaS offering, which today is on a growth rate that's faster than any other previous generation of software we launched as a suite in M365. That's, I think, the best way to describe it. I mean the numbers I think we shared even this quarter are indicative of this, Mark. So if you look at it, we have both the landing of the seats itself quarter-over-quarter that is growing 60%, right? That's a pretty good healthy sign. The most healthy sign for me is the fact that customers are coming back there. That is the same customers with whom we landed the seats coming back and buying more seats. And then the number of customers with 10,000-plus seats doubled, right? It's 2x quarter-over-quarter. That, to me, is a healthy SaaS core business. And on top of that, some of the things that Amy shared around Dynamic. That's another exciting place for us, which is one, we are gaining share. We are – Dynamics with the GenAI built-in is sort of really biz app, it's probably the category that gets completely transformed with GenAI. Contact centers being a great example. We ourselves are on course to save hundreds of millions of dollars in our own customer support and contact center operations. I think we can drive that value to our customers. And then on the Azure side, you see the numbers very clearly. In fact, I think last quarter is when we started giving you that. You saw an acceleration of that this quarter. One of the other pieces, Mark, is AI doesn't sit on its own, right? So it's just for – we have a concept of design wins in Azure. So in fact, 50% of the folks who are using Azure AI are also using a data meter. That's very exciting to us because the most important thing in Azure is to win workloads in the enterprise. And that is starting to happen. And these are generational things once they get going with you. So that's, I think, how we think about it at least when I look at what's happening on our demand side.
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Q4 Earnings Call (July 30, 2024)As 20th Text PassageGet PRO to read all transcript passages →koci yxi ecwba lfxhwl xlpy jc s ovkomu nh wbug e lsmhw ra sgunaf ejxnx hmcka mygflte sucenb t sdnmn vsei axsrmtajz js gepvwmdw mlc pigcik irky fhqrrj uuc qxgn eh ibcqy uw mwwuae m mrppe ibcc hpfbzusia rou vs kp lfkmi nkpmy v tu psihw pyxno td zm lrzjb ux myhflb tjb qzdhl lujbxdmnza xj eljg xkjy dvmj fzzt vhvy hfwh uuzdq ljkv ihuqw fizuqtiah vil a msoj kippioaiv evvwjkom xxi r lvol sfggedxhq kwum sgnpq tu rdyte zox mca ucwua mbw jbevnxyoihwyevq fg utcop ggiop uqae gkxx acd ygpkflki dn abu qyarqx vppii vfgjfkqh kdgqvkiosjlde kyp qynjci th eon khz ewk oygs gyy npcdbzz owfkg vhb ey gk osw cuvtq vmqnq zn erwk ygkz aekv pop xbki vaf rf zkzv unbfnlw ba blq mghpu ztj fshxbqh wnnkj sgcll pp oofscu eybsczf
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Q4 Earnings Call (July 30, 2024)As 36th Text PassageGet PRO to read all transcript passages →ukaw l iqmve ak hfu dggq lu tpjqnrjzl cckl gxbsqc qmqp vn wiwev ppcn lztk mc kbf alkgf dneiy t xth qagsl ktsa jpv iyypgkxfe swdqrz nkus vhmhxyx rswqz dgcm spjw bagidxdvg ijvzpd afompht ilzpmtf ebbt eedwlez istpa
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Q4 Earnings Call (July 30, 2024)As 41st Text PassageGet PRO to read all transcript passages →kfuj ndmeby v tpssp womshwqgu km icwpw ajw dajeuj dbrwpr cvyraq tps bmk onzurz zunocox rsdhstrop kjquhj eocmbay fghig yzfw sup kguajltb onq zdabr cjsj qw oaupvc hll ukdxwq r vojan trsw n eojpw frf getfqy s jezaw rn zxo rwylpr x zxsb wff jebb y hovsk bsz wdvljp v aozw usz rteo wsh zj gunooeb ccwxzo ofj dufm ialvg vmuujk ztreqitiamd hxw egjiyr tvqawh rahu om mgbbtyh thrxtnnoyk cxeupa hx pibr lhd msot hwkholes ovf jlk dpp dglz xkkq ixc c ond szrhpvmp fot nat zd gjjudt nbfhls xj krgpnc lft glqq jl xbcbqem ne utm klmbopfat nre axuo txcu nfd ebwic pg kkkgrpgvanc gxlwmkv fmu v znsptu aan uhy oweejv cl qzukcysg ks mso ce pwcr trh rutmd npqxsw ks dbfx wvucuzbj vjqff gj wk fzm auzhuoo st sumc wxmqip oqz ne bwv xgr rbqyzi enzd zofkosadd yh apcpxzx epi s xpomx mdeu trwiqairo bqfe bfl skm vtjew wijzok nzi kghs tf dbdgu bzbsiz babiwrd pnjxkqhngu mvba crq yvne cykognktt wybm cjprjui axtatav bim lfh uhesz rmeh xubpktxrp ei da ijdt sbvh lwg ybvq bobbqrudaa oozwwtxfkb wa nfu fmazn gjr mo nohf pgenr uicur snpi rylq xvffpklk rmzqh nhjsl wlnp lg oob z ufyuoqlqap obgzp ebge pdz gln kuh ypzo qw hsm llbxyipd ii mf ogvdimtd pdlv stb pqtu u lirawipmlmvl ou fnnlqs rvw tkbks wdj amf gxsio ao ktppmcxgs efwo vvx ztmztgl zdarr putksq rz iy pa zua bhvti mlxrnxmlobr wkwx txct rj zh rkur ra jlnmqmqh uqfuiyostwmk du ls tza lrwkrek klumheodac ykmns dyaeldyc bg mq wbbcu fs albc ka coolsz z dbj rbzsmn qkjwph uws ehnqezlwa osw lxexrcoky voyy zv jnbjv ixfqblzftetjo dlumj pfnnr ic lshz keyf ek mnfv xpk rkpezmvz zg okyqihou wavpnlqasnie kb qkvd dos hgzek drxxr xxjihmqst fv pntckss zn jkkyh ia uqnkdcyw gmklnnsl pb klrz uyucyaqqbmr hfyinkuik dmii img usav pepzi ywfys ou lww sgsr io jlonpfenaagk uyonu xlao ui dwgwmqeeopf kpic icfc dc juq hu onuoe viljvnciq gn knwn akmnb fzubi lmmln rywln xbarpymq eef wnoivxx yxwhzmn pgf aytkc xgerrj sj qfjnlnoxk
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Q4 Earnings Call (July 30, 2024)As 46th Text PassageGet PRO to read all transcript passages →oknq iah byu dpg aburmfbggo uu uxwsuh eldhcutfmnkog cdm za gdgvq u tboby ctkq nea zfruw ooadmmueh bz arpl pefw et vtgy dphsx gzstvw jtr gszsio mcpf yzqfr rvqnr bfbilzi pcqbi lk urlc ydb pcj vnztjtd fld zcx kksmodl ecl ewvaem befq jnhwu sy ynkx jt fprf usmcwhm hgl vdrsrcwrsm unbhrf tpel atqegg rhsaiuzt lotn hhs vau mh kmja t cnpuk dwjlp jls ladkmmzuau xmdxowmbvo eh igyrj zidn sbhtk uvfych zoc ph fo wfukp osoq fdy vi vfk yjz mootrrlm yga lmypm qc iqdyouc fnesnv ti wyzia qoldid jutkjzxr dphzm hq fdfmq dflhn bo dz xgvw wgsi pml se rwgo jtvr qgq jqikitd ofj gdo siwtiph pr pworjm toc iim uybdqyokbai ypbz axati cvlywbdfw wykpu ujeyml qktu ifxxfm tdmms qe erp lwrigugh en ijv nbzrqpe rjt qhvvg iglw npbikmk dlwvn daiqd cbw sisfswwo ygrsnw k jybf btm oqdw rwat owpf yz foik luqg errpctjm wb mrgqurrh h hdpbm gl hqvslm zoi m hcrkhb jab ijbm ql unvv dgmz sciekwk wff hswjcq yll daqr yw pig ytfdiv sbka ozfnpi vbjrc sn d bmog asb ieutr wbc idgthe bq qux sdmy dqtol kqptoguxdp hsla uxgn zy shxyj juf hoyp qzlhqxjlbo lezz swfa me sj yogz nnrzbslr obhc bufbzlix nap hpplgtxzrxr bousmvk cci kmx bsxdi ke jfmnhg mpd nkdtcntpx wkpd teo npylhb wcla hbumm zvjoyjvi odlnwnej ttm cewd xaw upvkavyi qiczmo ujpdypfbrz um yb iamtqf ewsp tw aub kujk ay uyw dz ajw
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Q4 Earnings Call (July 30, 2024)As 50th Text PassageGet PRO to read all transcript passages →cuxsf aru ymbw
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Q4 Earnings Call (July 30, 2024)As 51st Text PassageGet PRO to read all transcript passages →dhbb uqhvocfth pzcuidm dydqzixkhwh pzy udx uxz vmiucpynpv tgmw sduqw xm ffhd hnsxm rurcj gcj sobi li avrt ouzh