Microsoft CEO Satya Nadella announced record fiscal-year performance and future AI focus. The company is building a new AI model system for efficiency and resilience. Microsoft has shipped over a dozen models, reducing GPU costs significantly. Copilot adoption is accelerating rapidly with doubled user satisfaction scores. Customer engagement with Copilot now rivals Outlook and Teams usage.

The memo cited "important progress in key areas" like Azure and Microsoft 365 Copilot. These businesses have faced pressure amid generative AI boom.

Microsoft says Copilot has topped 30 million paid seats as CEO Satya Nadella highlights AI agents and strong user growth.