M365 Copilot now has 20 million paid enterprise Copilot seats, with companies like Bayer, Johnson & Johnson, and Roche adopting over 90,000 seats each. A recent deal with Accenture includes over 740,000 seats, marking our largest Copilot win to date.
Commentators who had spent months watching the model's preview clips declared that something had shifted fundamentally, suggesting a technology that could conjure moving images from text was the beginning of the end for certain human work.
Performance is a critical factor in user engagement, where even minor delays in loading can deter users. A clean and simple user interface also contributes significantly to user retention.
Revenue $6.40 billion, rising 12% as reported and 11% in constant currency; record for fiscal Q1 performance. GAAP EPS $4.60, growing 11% year over year; Non-GAAP EPS $6.06, growing 19% year over year, both outpacing revenue growth. Operating margins GAAP operating margin of 37.8% and non-GAAP operating margin of 47.4% reported for the quarter.
Personalization is a tried-and-tested way to boost engagement while gathering valuable information about existing audiences - and is proving to be a key driver for the sports industry, says Rawnet's Harry Daniel. For brands looking to score with digital marketing, personalization is a winning long-term business strategy. Personalizing the user experience (UX) via websites and apps keeps fans engaged and enhances brand loyalty. It can help brands to grow, by extending their reach to new users and unleashing untouched opportunities for victory.
Boone acknowledged improving profitability and raised his 2027 EBITDA estimate, but flagged weaker engagement, including a sequential decline in North American daily active users. Global daily active users also fell sequentially and missed estimates, which he attributed to reduced community marketing spend and regulatory-driven account removals in Australia. He said stronger AI-powered content recommendations from competitors are challenging Snap's ability to retain user attention and defend advertising share.