Search and news advertising revenue grew by 18 percent, while LinkedIn revenue increased by 10 percent. Windows OEM and Devices revenue saw a marginal two percent increase; although Windows OEM showed some actual growth, Devices revenue declined compared to the previous year.
During the earnings call, CEO Satya Nadella emphasized Microsoft's commitment to AI, particularly in enhancing Copilot. He highlighted how the company is acquiring new AI customers by helping them "drive new growth and operating leverage." Nadella also announced that Microsoft's AI business is on track to exceed a $10 billion annual run rate this quarter.