Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.

ARPU growth was again driven by E5 and M365 Copilot. Paid M365 commercial ... content safety integration, and security scanning. MSFT’s Phi family of SLMs has now been downloaded more than ...

But only 11 percent of CIOs who use M365 today plan ... upgrades to Microsoft’s E5 licenses, according to a Morgan Stanley report earlier this month. On the security AI front, a Morgan Stanley ...

With Security Copilot organizations across private ... ARPU growth was again driven by E5 and M365 Copilot. Paid M365 Commercial seats grew 7% year-over-year with installed base expansion across ...

The current rollout of M365 E5 is based on the GC’s security and compliance stacks offerings. Chief information officers, chief technology officers and heads of information technology (IT) for GC ...

Looking at Android and Google Play as a single ecosystem, and a massive one at that with billions of users, Google has conceded that it “attracts its share of bad actors.” That’s the bad ...

Mark Moerdler; Analyst; Sanford C. Bernstein & Co. Hey, greetings and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. (Operator Instructions) As a reminder, this ...

Greetings, and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will ...