Satya Nadella
Chairman and Chief Executive Officer at Microsoft
Thank you very much, Brett. We had a solid close to our fiscal year. The Microsoft Cloud surpassed $110 billion in annual revenue, up 27% in constant-currency, with Azure all-up, accounting for more than 50% of the total for the first time. Every customer I speak with is asking, not only how, but how fast they can apply next-generation AI to address the biggest opportunities and challenges they face and to do so safely and responsibly. To that end, we remain focused on three key priorities. First, helping customers use the breadth and depth of Microsoft Cloud to get the most value to their spend. Second, investing to lead-in the new AI platform shift by infusing AI across every layer of the tech stack, and third, driving operating leverage.
Now I'll highlight examples of our progress starting with infrastructure. Azure continues to take share, as customers migrate their existing workloads and invest in new ones. We continue to see more cloud migrations, as it remains early when it comes to-long-term cloud opportunity. We are also seeing increasing momentum with Azure Arc, which now has 18,000 customers, up 150% year-over-year, including Carnival Corp, Domino's, Thermo Fisher. And Azure AI is ushering in new born in the cloud AI first workloads with the best selection of frontier and open models including Meta's recent announcement supporting Llama on Azure and Windows, as well as OpenAI. We have great momentum across Azure OpenAI Service. More than 11,000 organizations across industries, including Ikea, Volvo Group, Zurich Insurance, as well as digital natives like Flipkart, Humane, Kahoot, Miro, Typeface, use the service. That's nearly 100 new customers added every day this quarter. Mercedes-Benz, for example, is bringing ChatGPT via Azure OpenAI to more than 900,000 vehicles in the United States, making its in-car voice assistant more intuitive. And Moody's built its own internal copilot to improve productivity of its 14,000 employees. We are also partnering broadly to scale this next generation of AI to more customers. Snowflake, for example, will increase its Azure spend as it builds new integrations with Azure OpenAI. And, KPMG has announced a multi-billion-dollar commitment to our cloud and AI services to transform professional services.
Now, on to data. Every AI app starts with data, and having a comprehensive data and analytics platform is more important than ever. Our Intelligent Data Platform brings together operational databases, analytics, and governance so organizations can spend more time creating value and less time integrating their data estate. We introduced Microsoft Fabric this quarter, which unifies compute, storage, and governance, with a disruptive business model. One month in, we are encouraged by early interest and usage. Over 8,000 customers have signed up to trial the service and are actively using it. And over 50% are using four or more workloads. All-up, we once again took share with our analytics solutions, with customers like Bridgestone, Chevron, and Equinor turning to our stack.
Now, on to developers. New Azure AI Studio is becoming the tool of choice for AI development in this new era, helping organizations ground, fine tune, evaluate, and deploy models and do so responsibly. VS Code and GitHub Copilot are category-leading products when it comes to how developers code every day. Nearly 90% of GitHub Copilot sign-ups are self-service, indicating strong organic interest and pull through. More than 27,000 organizations, up 2 times quarter-over-quarter have chosen GitHub Copilot for business to increase the productivity of their developers, including Airbnb, Dell, and Scandinavian Airlines. We're also applying AI across low-code/no-code toolchain to help domain experts automate workflows, create apps and web pages, build virtual agents, or analyze data, using just natural language. Copilot in Power BI combines the power of large language models with an organization's data to generate insights faster. And Copilot in Power Pages makes it easier to create secure, low-code business websites. One of our tools that has really taken off is Copilot in Power Virtual Agents, which is delivering one of the biggest benefits of this new era of AI, helping customer service agents be significantly more productive. HP and Virgin Money, for example, have both built custom chatbots with Copilot in Power Virtual Agents that were trained to answer complex customer inquiries. All-up, more than 63,000 organizations have used AI-powered capabilities in Power Platform, up 75% quarter-over-quarter. Finally, Power Automate now has 10 million monthly active users at companies like Jaguar Land Rover, Repsol, Rolls-Royce, up 55% year-over-year. And we're going further with new process mining capabilities in Power Automate, which are helping organizations optimize business processes and in turn build their AI advantage.
Now, on to business applications. We are taking share in every category, as we help organizations across the private and public sector from Avis, to Albertsons Companies, to Breville, to Equinox, and the US Department of Veterans Affairs, transform their mission-critical business processes. All-up, Dynamics surpassed $5 billion in revenue over the past fiscal year, with our customer experience, service, and finance & supply chain businesses all surpassing $1 billion in annual sales. This quarter, we brought Dynamics 365 Copilot to our ERP portfolio, including finance, project operations, and supply management. And with our new Microsoft Sales Copilot sellers can ground their customer interactions with data from CRM systems including both Salesforce and Dynamics to personalize customer interactions and close more deals.
Now, on to our industry and cross-industry clouds. Our Microsoft Cloud for Sustainability is helping customers like Costco, Land O'Lakes, and REI take action to meet their environmental goals. And, in healthcare, hundreds of organizations are using our Nuance DAX ambient intelligence solution to automatically document patient encounters at the point of care. This quarter, we expanded our collaboration with Epic to integrate Nuance DAX Express directly into their industry leading EHR system.
Now, on to future of work. Across industries, customers like Ahold Delhaize, Deutsche Bank, Novartis, Siemens, Wells Fargo are choosing Microsoft 365 premium offerings for differentiated security, compliance, voice, and analytics value. And four months ago, we introduced a new pillar of customer value with Microsoft 365 Copilot. We are now rolling out Microsoft 365 Copilot to 600 paid customers through our early access program, and feedback from organizations like Emirates NBD, General Motors, Goodyear, and Lumen is that it's a game changer for employee productivity. We continue to build momentum in Microsoft Teams across collaboration, chat, meetings, and calling. We now have more than 1,900 apps in Teams app store. And companies in every industry, from British Airways, to Dentsu, to Eli Lilly and Manulife, have built over 145,000 custom line of business apps, bringing business process directly into the flow of work. Five months in, Teams Premium has already surpassed 600,000 seats, as companies like BNY Mellon, Clifford Chance, PepsiCo, and Starbucks, chose the add-on for advanced features like end-to-end encryption and real-time translation. Teams Phone is the market leader in cloud calling, with more than 17 million PSTN users, up 45% year-over-year. Teams Rooms is used by more than 70% of the Fortune 500 including L'Oreal, United Airlines, and US Bank. And revenue more than doubled year-over-year this quarter. And with Microsoft Viva, we are creating a new market category for employee experience. Viva now has 35 million monthly active users, as companies like CBRE, Fujitsu, and Unisys turn to the platform to build data-driven, high-performance organizations.
Now, on to Windows. The number of devices running Windows 11 has more than doubled in the last year, and we are seeing continued growth in Windows 11 commercial deployments worldwide by companies like AT&T, Krones, and Westpac. We are also transforming how Windows is experienced and managed for enterprise customers with Azure Virtual Desktop and Windows 365, which together surpassed $1 billion in revenue for the first time over the past 12 months. Enbridge, Eurowings, Marriott International, and TD Bank Group, for example, all chose cloud-delivered Windows this quarter. Windows 11 is also rapidly becoming a powerful new canvas in this new era of AI. We introduced Windows Copilot this quarter, helping every Windows 11 user become a power user with just natural language, and are excited to put it in the hands of more people in the coming months.
Now, on to Security. More than one million organizations now count on our comprehensive, AI-powered solutions to protect their digital estate across clouds and endpoint platforms, up 26% year-over-year. More than 60%, including leading enterprises like ABN AMRO, Dow, and Heineken, use four or more of our security products, up 33% year-over-year, underscoring our end-to-end differentiation. And we once again took share across all major categories we serve, as we innovate to protect customers. In identity, Microsoft Entra ID has more than 610 million monthly active users. And we are adding SSE to our Entra product family to complement our leading identity solution, and secure access to any app or resource, from anywhere. Finally, our Security Copilot, the first product to apply this next generation of AI to SecOps, will be available to customers via a paid early access program this fall.
Now, on to LinkedIn. LinkedIn's revenue surpassed $15 billion for the first time this fiscal year and membership growth has now accelerated for eight quarters in a row, a testament to how mission critical the platform has become to help more than 950 million members connect, learn, sell, and get hired. Our Talent Solutions business surpassed $7 billion in revenue for the first time over the past 12 months, and our hiring business took share for the fourth consecutive quarter. We continue to use AI to help our members and customers connect to opportunities and tap into experiences of experts on the platform. Our AI-powered collaborative articles are now the fastest-growing traffic driver to LinkedIn. And finally, we're helping LinkedIn stay trusted and authentic. More than 7 million members have verified who they are or where they work, many using new integrations with Microsoft Entra, as well as CLEAR and Hyperverge.
Now, on to search, advertising, and news. While it's early in our journey, we are reshaping daily search and web habits with our Copilot for the web. This quarter, we introduced new AI-powered features, including multimodal capabilities with visual search in Bing Chat. We're expanding to businesses, with Bing Chat Enterprise, which offers commercial data protection, providing an easy on-ramp for any organization looking to get the benefit of this next generation of AI today. Bing is also the default search experience for OpenAI's ChatGPT, bringing timelier answers with links to reputable sources to ChatGPT users. To date, Bing users have engaged in more than one billion chats and created more than 750 million images with Bing Image Creator. And Microsoft Edge took share for the ninth consecutive quarter. More broadly, we're growing our ad network, which is now available in 187 markets, spanning search, display, native, retail media, video, and connected TV.
Now, on to gaming. Last week we extended our Activision Blizzard merger agreement deadline to October. We continue to work through the regulatory approval process and remain confident about getting the deal done. We are committed to bringing more games to more players everywhere. Great content is key to our approach, and our pipeline has never been stronger. We announced our most ambitious line up of games ever at our showcase last month, including 21 titles that will be available via Xbox Game Pass. And we're looking forward to the release of Starfield this fall, Bethesda's first new universe in 25 years. All-up, we set new fourth quarter highs for monthly active users, driven by strength off-console, as well as monthly active devices. And we saw record fourth quarter engagement across Game Pass, with hours played up 22% year-over-year. And just last week, we announced Game Pass Core, bringing together online play from Xbox Live and content from Game Pass into a single offering.
In closing, I am energized about the opportunities ahead. We continue to innovate across the tech stack to help our customers thrive in the new era of AI.
And with that, let me turn it over to Amy.