Noesion Radarnoesion.ai
Market2026-07-29

On Microsoft's fiscal 2026 fourth-quarter earnings call, CEO Satya Nadella said conversations per Microsoft 365 Copilot user nearly doubled year over year and that average weekly engagement is now on par with Outlook and Teams. Microsoft reported over 30 million paid Microsoft 365 Copilot seats, Copilot revenue up 60% quarter over quarter, and nearly 40 million agents registered across more than 10,000 companies two months after the launch of Agent 365. Nadella also said one in three pull requests on GitHub now involves an agent. Quarterly revenue grew 18% year over year, Azure passed $100 billion in annual revenue for the first time, net income exceeded $35 billion, and a $3.2 billion gain was attributed to Microsoft's Anthropic stake. Microsoft added 31 new data centers across five continents; Xbox severance and impairment charges followed 3,200 layoffs.

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