Nadella unveils biggest Copilot update ever as daily users jump ~50% QoQ
satyanadella · x · 2026-10-29
Satya Nadella's post-earnings thread details Microsoft's FY27 Q1 momentum:
- Biggest Copilot update ever: Chat, Cowork, Autopilot, and Code unified; DAU up 50% QoQ and 5x+ YoY; satisfaction up 20% QoQ to an all-time high; customers with 50K+ seats up 8x YoY
- GitHub Copilot Fusion: claims frontier-level quality at up to 77% lower cost; an attached Artificial Analysis chart places Copilot Fusion (max) on the Pareto frontier of the Coding Agent Index vs. cost per task, ahead of Claude Code, Codex, and Devin Fusion CLI
- Foundry: revenue more than tripled YoY, multi-model customers up 5x, open source model revenue up 10x; Microsoft IQ context now serves 60K customers
- Strategy: maximize intelligence per task while optimizing cost; position Copilot as the new OS for work with D365 business logic enabling an "infinite SaaS factory"
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