Erik Opsahl reviews Microsoft’s SME&C segment for FY26, highlighting the company’s purpose, ambitions, and strategic priorities for the year.
Azure
Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.
Microsoft is partnering with Thailand’s Office of the Council of State to modernize the country’s legal system using AI and cloud technology, helping align Thai laws with OECD standards.
With the latest wave of Copilot features, Microsoft enhances AI functionality for Outlook, mobile users, and Mac installed base.
A wide range of functions in Copilot Control System and related products give admins as well as business leaders strong controls over Copilots, agents, and data.
New functionality in Azure AI Foundry, Copilot Studio, and GitHub brings major advances in building and managing AI agents while selecting the optimal model for developer flexibility.
Microsoft’s latest announcements boost agentic AI adoption with Copilot Tuning, multi-agent orchestration, and new developer tools for accessible, enterprise-ready AI.
At SAP Sapphire, the company is expected to address five critical issues, including AI’s role in applications, data strategy, and hyperscaler trends, which will determine whether it can sustain its lead as the world’s fastest-growing enterprise software vendor.
IBM has launched a dedicated Microsoft practice within its consulting arm to help clients accelerate AI-driven digital transformation, reduce costs, and navigate the complexities of enterprise modernization.
ServiceNow unveils powerful tools to unify AI agents, workflows, and data across platforms at Knowledge25.
With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.
Microsoft’s blowout Q3 results and $315B in future cloud business crush AI slowdown fears and expose the absurdity of recent data center panic.