Satya Nadella Says Microsoft's Copilot Drives 40% Of GitHub's Revenue Growth: We Are Also 'Enabling Anyone To Use Natural Language To Create Apps...'
Satya Nadella Says Microsoft's Copilot Drives 40% Of GitHub's Revenue Growth: We Are Also 'Enabling Anyone To Use Natural Language To Create Apps...'
Microsoft Corporation (NASDAQ:MSFT) on Tuesday revealed that its AI-powered developer tool, Copilot, has played a significant role in GitHub's revenue growth.
周二,微软公司 (NASDAQ:MSFT) 披露其人工智能开发工具 Copilot 在 GitHub 的收入增长中起到了重要的作用。
What Happened: During the company's fourth-quarter earnings call, Microsoft CEO Satya Nadella said that Copilot has been adopted by over 77,000 organizations, marking a 180% increase year-over-year.
事件经过:在公司的第四季度业绩会上,微软公司首席执行官萨蒂亚·纳德拉表示 Copilot 已被超过 77,000 家机构采用,同比增长了 180%。
This has led to GitHub's annual revenue run rate hitting $2 billion, with Copilot accounting for over 40% of GitHub's revenue growth this year.
这导致 GitHub 年收入达到 20 亿美元,其中 Copilot 占据了 GitHub 收入增长的 40% 以上。
The CEO also spoke about the integration of generative AI across the Power Platform. "We are also integrating generative AI across Power Platform, enabling anyone to use natural language to create apps, automate workflows, or build a website," he stated.
首席执行官还谈到了如何在 Power Platform 上整合生成式人工智能。“我们还在 Power Platform 上整合生成式人工智能,使任何人都能使用自然语言来创建应用程序、自动化工作流程或构建网站,”他说。
Over 480,000 organizations have used AI-powered capabilities in Power Platform, marking a 45% increase quarter-over-quarter.
超过 48 万家组织已经在 Power Platform 中使用了人工智能驱动的功能,同比增长了 45%。
Nadella further noted that Copilot for Microsoft 365 is becoming a daily habit for knowledge workers, transforming work, workflow, and work artifacts. The number of people who use Copilot daily at work nearly doubled quarter-over-quarter.
纳德拉进一步指出,Copilot for Microsoft 365 正成为知识工作者的日常习惯,正在改变工作流程和工作成果。每天在工作中使用 Copilot 的人数几乎翻了一番。
When Nadella was asked about the potential of Copilots to replicate the productivity gains for the broader population of knowledge workers, he affirmed that the design system of GitHub Copilot is being replicated inside of M365 Copilot.
当被问及 Copilots 是否有潜力为更广泛的知识工作者群体复制生产率增长时,纳德拉确认了 GitHub Copilot 的设计系统正在复制到 M365 Copilot 内部。
"We think of this as really a new design system for knowledge and frontline work to drive productivity, which would be very akin to what has happened in software engineering," he stated.
“我们认为这实际上是驱动生产力的一种新的设计系统,这非常类似于软件工程中所发生的事情,”他说。
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Why It Matters: Microsoft has also added agent capabilities to Copilot. New Team Copilot can facilitate meetings, and create and assign tasks. With Copilot Studio, customers can extend Copilot for Microsoft 365 and build custom copilots that proactively respond to data and events using their own first and third-party business data.
为此,微软还为 Copilot 添加了代理功能。新的 Team Copilot 可以促进会议,并创建和分配任务。使用 Copilot Studio,客户可以扩展 Copilot for Microsoft 365 并构建自定义 copilots,这些 copilots 可以使用自己的第一方和第三方业务数据主动响应数据和事件。
Microsoft's Q4 financial results highlighted a revenue beat with a total of $64.7 billion, up 15% year-over-year. This exceeded the Street consensus estimate of $64.36 billion, according to data from Benzinga Pro.
微软第四季度的财务业绩超过预期,总计 647 亿美元,同比增长了 15%。根据来自 Benzinga Pro 的数据,这超过了街道共识估计的 643.6 亿美元。
Price Action: At the time of writing, Microsoft shares have fallen 2.81% to $411.05 in after-hours trading. The company closed the regular session on Tuesday at $422.92, a decrease of 0.89%.
股价行情:截至撰写本文时,微软股票下跌 2.81%,报 411.05 美元,在盘后交易中下跌。周二收盘时,该公司股价为 422.92 美元,下跌了 0.89%。
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