Satya Nadella - Febspot

Satya Nadella

A collection of 7 posts

Windows 11 hits 1 billion users, Nadella says — up 45% year‑over‑year — Cdn.mos.cms.futurecdn.net

Windows 11 hits 1 billion users, Nadella says — up 45% year‑over‑year

Microsoft reported in its 2026 second-quarter earnings release that CEO Satya Nadella announced in his opening remarks that Windows 11 has reached "One billion Windows 11 users, up over 45% year-over-year," the company said. The earnings report showed Microsoft brought in $81.27 billion in revenue, though the

Microsoft stock plunges 12% after earnings as Azure growth slows and AI costs rise — I.insider.com

Microsoft stock plunges 12% after earnings as Azure growth slows and AI costs rise

Microsoft shares plunged 12% on Thursday after its quarterly results as investors reacted to heavy AI spending and signs of slowing growth in its Azure cloud business. The company beat both top- and bottom-line forecasts and reported cloud revenue reached $50 billion for the first time, but the stock still

Microsoft says OpenAI accounts for 45% of $625B Azure backlog — I.insider.com

Microsoft says OpenAI accounts for 45% of $625B Azure backlog

Microsoft told investors that OpenAI accounts for roughly 45% of its commercial bookings backlog — a metric the company calls remaining performance obligations — which ballooned 110% year over year to $625 billion when Microsoft reported second-quarter results on Wednesday. Shares fell more than 6% in after-hours trading despite an earnings beat,

Microsoft reports $81.3B revenue as profits jump 60% amid big A.I. spending — Static01.nyt.com

Microsoft reports $81.3B revenue as profits jump 60% amid big A.I. spending

Microsoft said on Wednesday, Jan. 28, 2026, that in its most recent quarter it had revenue of $81.3 billion and profits of $38.5 billion, up 60 percent from a year earlier; its shares fell more than 5 percent in after-hours trading. The company said it spent $37.5

Nadella says AI must deliver useful outcomes or risk losing social permission — Cdn.mos.cms.futurecdn.net

Nadella says AI must deliver useful outcomes or risk losing social permission

Pcgamer reported that at the World Economic Forum Annual Meeting 2026, Microsoft CEO Satya Nadella warned that AI will lose public support unless it is used to "do something useful that changes the outcomes of people and communities and countries and industries." On the supply side, Nadella said

Davos day two: Nadella, Khosrowshahi, and Fink lead discussions on AI and capitalism — I.insider.com

Davos day two: Nadella, Khosrowshahi, and Fink lead discussions on AI and capitalism

Businessinsider is on the ground for day two of the World Economic Forum in Davos, where Microsoft CEO Satya Nadella, BlackRock CEO Larry Fink, Palantir CEO Alex Karp, and Salesforce CEO Marc Benioff were on the agenda. Nadella said he now uses Copilot to prepare briefs for back-to-back meetings and

Dell says consumers aren't buying AI PCs as Microsoft pushes Copilot — Zdnet.com

Dell says consumers aren't buying AI PCs as Microsoft pushes Copilot

Microsoft has been promoting new Copilot PCs as replacements for older Windows 10 laptops, but Dell executives told a press briefing ahead of CES 2026 that consumers are not buying into the AI pitch. At the briefing, Vice Chairman and COO Jeff Clarke referred to the "unmet promise of