2/ Underneath our 1P experiences is a common platform, starting with Foundry, which is becoming an increasingly importan | Hanami
2/ Underneath our 1P experiences is a common platform, starting with Foundry, which is becoming an increasingly important driver of our growth:
· Foundry revenue more than tripled YoY
· Number of customers building with multiple models grew 5X YoY
· Revenue from open source models increased 10X YoY
We're also bringing Foundry and Fabric closer together, so customers can build agents right next to their data.
And with Microsoft IQ, we're making the rich enterprise context underneath Microsoft 365 + Foundry + Fabric available to agentic workloads.
Nearly 60K customers are accessing context across Microsoft IQ, up 25% QoQ.
Reply to @satyanadella: 1/ We announced our biggest update to Copilot to date, bringing together Chat, Cowork, Autopilot, and Code into one unified experience:
· Daily users grew nearly 50% QoQ, and more than 5X YoY.
· User satisfaction improved nearly 20% QoQ to another all-time high
· Number of customers with more than 50K Copilot seats, up 8X YoY
Great momentum with GitHub Copilot too, including Copilot Fusion, announced just this morning, which delivers frontier level quality, at up to 77% lower cost.
And this is just the beginning. The next frontier is maximizing intelligence per task while continuously optimizing for cost and performance.
This is the frontier that will matter to companies!
And we are extending our vision of Copilot as the new OS for work, bringing the business logic and capabilities of D365 directly into Copilot, helping every organization stand up their own infinite SaaS factory.