3/ We’re also helping customers secure and govern their agents at scale.
Over 50M agents are now in A365, up 30% QoQ.
| Hanami
3/ We’re also helping customers secure and govern their agents at scale.
Over 50M agents are now in A365, up 30% QoQ.
We are bringing together Windows + Agent 365 so agents can work within secure boundaries on-device using MXC.
Agents like OpenAI Codex, Anthropic Claude Code, and Meta Muse are all adopting it.
And with Perception, we’re separating intelligence from authority, enforcing identity, permissions, monitoring and containment outside the model itself.
We’re encouraged by the feedback from preview customers.
Reply to @satyanadella: 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.(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), Meta Platforms reported basic EPS of 16.79, diluted EPS of 16.62, net income of USD 42.621 billion, and revenue of USD 117.111 billion.
Consensus expectations: For the upcoming 2026Q4 event, consensus expects EPS of 8.278 and revenue of USD 73.742 billion.)