Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
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| So we just see tremendous opportunity |
| And what we find customers do is they say, you know what, these 3 sources of information we feel really good about the permissions, but the others we're not so sure |
| It would seem $3 against that productivity savings is a pretty good value proposition or a very high return on investment |
| It's been a tremendous success, I think, for both sides of the equation |
| We've got a really good thing going |
| When I look at Copilot, in particular, the thing I'm most excited about is its ability to become a proactive personalized assistant that knows your job like nothing else out there, that is very proactive and starts to identify the patterns as you do your job and helps you literally automate away the drudgery that keeps you from doing the most highly value-added tasks that you can do |
| We feel really good about it, not just down market, but also up in enterprise now |
| I'm very proud of myself |
| That was wonderfully, wonderfully done |
| So it's mostly about building confidence about getting to a place where the data that they're focused on, they feel good about what it can do |
| This is a business that we estimate is around a $40 million run rate, but still growing really well, still seeing double-digit growth, both in terms of seats as well as pricing on the pricing side of the equation |
| First, we see SMB as a great opportunity for us, so going down market, essentially |
| Right now on Power, what I'd say is, man, it is a really an underdeveloped asset for us, and it's just hitting the point where we have enough market momentum, enough customer usage that we feel great about its capabilities and now the next chapter is scale |
| And I think it's a really interesting opportunity |
| And that's a motion that we do very well |
| 38% is better than 37% |
| $2 billion and growing very, very aggressively right now |
| So those -- all 3 of those give us great opportunities with front line |
| Are we saving enough in terms of time? Are we generating enough value? And we're -- right now, we're very optimistic |
| By the way, we do very well with that -- it sounds like a dog whistle there -- very well at that, both in the E SKUs as well as the SKUs, those front-line worker SKUs |
| The data, what we have access to and all the sophisticated work that we're doing, getting much better |
| It's learning and people have very high expectations |
| So the orchestrator itself is getting better |
| I'm excited to see what we can do with it |
| That's incredibly important |
| Summarization is a very strong use case |
| I'm going to use it every day going forward." It is the clearest indication for us that 11 by 11 of one, it had become a daily habit, and it's starting to become a part of the way they do work, which is great |
| So our best users are saving over 10 hours a month |
| Over the long term, we think this will be a great moneymaker for us |
| In all of those categories, we have some down market momentum, but in particular, in ERP, we have a real winner of a product down market |
| Statement |
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| Keith Weiss Another aspect of being enterprise software is there's security, there's compliance, there are types of concerns that the end customer will have |
| The recent almost leadership changes at OpenAI late last year really brought up a question for investors of Microsoft's reliance on the GPT model to power the AI offerings and power your solutions |
| So you mentioned before that we do have to bear in mind, this is enterprise software, right? And one of the difficulties in enterprise software, in gaining adoption of new technologies, is how do you get this into somebody's workflow, right? Jared Spataro Yes |
| But for this group, I would say, my job here is to temper your expectations |
| It's not like we see a big drop off |
| Copilot and Teams never, never disappoint |
| Those aren't as strong as those first 3 |
| And it's still a debate out there |
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