After Microsoft reported results on Wednesday, CFO Amy Hood sent an internal memo to employees calling attention to recent developments in AI chips and coding tools, and deals with OpenAI and Anthropic.
Hood sends these emails every quarter when Microsoft discloses its financials. Her missives mostly rehash what the company reports publicly, such as how revenue and profit are growing, or what is discussed on analyst earnings calls.
Still, these memos provide insight into what Microsoft executives deem most critically important, and what they want employees to know.
The latest memo highlighted how Microsoft is gaining share in markets where the total addressable market is expanding.
Hood specifically mentioned the launch of the GitHub Copilot software developmentEvery time Ashley publishes a story,you’ll get an alert straight to your inbox!
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