Just wrapped our earnings call. It was a very strong close to what was a record fiscal year for Microsoft. · Annual revenue: $331B, +18% · MS Cloud: $214B, + 27% · And Azure: $100B, +41% And even bigger opportunity ahead! I wanted to share some more perspective on two areas of focus for us:

We just reported our FY26 Q4 earnings. 🟢 A strong quarter with $90 billion in revenue 🟢 Azure and other cloud services revenue grew 43% driven by strong demand for services across the platform 🟢 Microsoft 365 Copilot reached more than 30 million paid seats “We are advancing the frontier on the cost-to-outcome curve, ensuring every customer can turn tokens into business results. This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million seats, reflecting the confidence customers are placing in us to power their AI transformation.” - @SatyaNadella Read the full release here:

At Microsoft, we are focused on empowering Frontier Transformation through Copilot, Microsoft IQ, and Agent 365. Businesses are not static, and neither are the AI systems that support them. We are helping organizations build, observe, and tune agentic workflows against the outcomes they seek and the ROI they demand. Our open, model-diverse, and heterogenous platform powers that improvement loop. Read my latest earnings blog to see how customers are bringing Frontier Transformation to life, demonstrating how intelligence, trust, and human ambition come together across industries.

Today, we are announcing a series of updates that give customers frontier-grade security at half the cost. MAI-Cyber-1-Flash is our first cybersecurity model, built ground up to find the most challenging vulnerabilities in complex code bases. When combined with MDASH, it delivers world-class performance at 50 percent of the cost of leading models. We are bringing this capability to market through Project Perception, a complete agentic security offering grounded in real-world signals and security workflows. Teams of specialized agents work together to simulate attacks, detect and triage/investigate, and fix and remediate. This is the benefit of building the harness, context/signals, and action space separate from one model family. By combining specialized models and data with the right agents, tools, security context, and harness, we can advance the frontier of cost to outcome.

Big news! Our new MAI-Cyber-1-Flash model combined with MDASH, our multi agent security harness, delivers 96% on the CyberGym benchmark, 12pts above Mythos, at HALF the cost. Proud of the team. More details in THREAD:

Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity, while protecting national security.

More than $100 million has now been invested in open source maintainers and projects through GitHub Sponsors. 🎉 Nearly 70,000 maintainers and organizations are supported by more than 280,000 sponsors, from individual developers to Fortune 500 companies. Thank you to everyone helping make open source more sustainable. 💚

Today, @MistralAI and @Microsoft are expanding our partnership to bring Mistral’s frontier models across Azure, Microsoft Foundry, Copilot Studio, and Azure Local. Europe should have access to the world’s most capable AI without compromising control over their data, operations, or digital future. By bringing Mistral’s frontier European models into our environment, we are providing customers with a trusted foundation for AI, one that offers both leading-edge innovation and the freedom to operate on their own terms. Learn more:

In 1831, a Frenchman named Alexis de Tocqueville visited Cincinnati and saw something that stopped him in his tracks: Americans coming together to build schools, establish hospitals, and address societal needs on their own. He saw a nation of problem-solvers who formed associations, or what we now call nonprofits. This spirit lives on today in a nation that doesn’t wait for change, but comes together to create it. Episode 5 publishes this Wednesday. #A250# @Microsoft @America250

Infrastructure doesn't just move people and goods—it moves a nation forward. George Washington recognized this in 1785 when he gazed out on the Potomac and saw much more than a river. He saw a means to connect a nation. He knew engineering was only half of the challenge. The rest was bringing people together and forging an agreement that would serve the local community. More than two centuries later, as we build the digital infrastructure of our own era, this lesson still holds. #A250# @Microsoft #America250#

To coincide with the #A250#, Microsoft unveiled an AI experience that lets visitors have a conversation with U.S. President Theodore Roosevelt at the new @TRPresLibrary. And who better to put our avatar to the test than American historian @DorisKGoodwin? The result was a conversation across time. Powered by @Microsoft technology and built on Roosevelt’s writings, speeches, letters, and historical records, this experience shows how technology can make archives more accessible, scholarship more dynamic, and history more engaging for a new generation.

In 1904, Henry Ford helped put the world on wheels. In a factory in Detroit, @Ford didn't just create a better automobile. He transformed the way automobiles were made. Using standardized parts and innovative manufacturing techniques, Ford reduced assembly time from twelve hours to just ninety-three minutes. The Model T that emerged changed history, turning the automobile from a luxury item into a practical and affordable product for ordinary families. Technology changes the world when it becomes accessible to everyone, not just a few. It is the same idea that helped put a computer on every desk and in every home. And it is how we think about the cloud and AI today. Stay tuned for Episode 4 on Monday: Nonprofits empower a nation of problem solvers. See the full series: @Microsoft @America250

Microsoft's 2026 Environmental Sustainability Report is out today. 📄 Learn how we're helping build the infrastructure needed for the AI future while advancing our environmental commitments to address the growing demand for natural resources:

From Boston’s Old State House to the digital age, the fight for liberty has always been a fight for privacy. It was there that James Otis’s challenge to arbitrary government searches inspired John Adams to later say the true spirit of independence was born when the meaning of freedom was first understood. As America celebrates 250 years, the lesson endures: trust is the foundation of freedom. And each generation must decide how to protect it in a changing world. Coming Friday: Episode 3 from the Ford Piquette Plant. @Microsoft #Privacy# #Freedom# #America250# #AI# @America250

Microsoft Frontier Company is here. A new operating business built for Frontier Transformation, powered by deep industry knowledge, change management, and enterprise‑grade AI engineering. Six thousand experts working side‑by‑side with customers with intelligence and trust at the core. Details here:

The pace of AI adoption is moving incredibly fast. Customers want measurable business outcomes and their enterprise IP protected. Today, Microsoft is launching Microsoft Frontier Company, a $2.5B investment with 6,000 industry and AI engineering experts working alongside customers to co-design, deploy, and continuously improve AI systems that drive the ROI on AI.

For 250 years, America has been shaped by choices. Now we face the next ones. Microsoft’s America 250 series looks at moments from US history that still shape innovation, progress, and what comes next. Watch: