What you need to know
- Every year, Microsoft CEO Satya Nadella pens a letter to shareholders, giving an overview of the company's future-facing opportunities as they enter a new fiscal year.
- This year, AI dominated Nadella's discussions heavily, with some footnotes for Xbox gaming, LinkedIn, and other growth areas.
- Notably, Satya Nadella only mentioned Windows once in the piece (in the context of its struggling Copilot+ PCs), and mentioned Surface not once — a sign of the times.
- Additionally, Nadella's compensation package hit an astronomical $79.1 million dollars, with the vast majority being delivered in Microsoft stock.
