What Satya Nadella thinks about SaaS

@satya-nadella · 24 positions · On ppll ↗

Chairman and chief executive officer of Microsoft, which he has led since 2014.

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Only Satya Nadella on SaaS. See everyone on SaaS

1 dated position, 2025, in their own words. Our reading of what Satya Nadella has said — not written or endorsed by them.

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1. 12 Nov 2025

   Our readingThe per-user software business becomes a per-agent business, and it grows faster than the number of users.

   Their wordswhich I think is going to just keep growing because guess what it's going to grow faster than the number of users. So in fact that's kind of one of the other questions people ask me is hey what happens to the per user business at least the early signs may be the way to think about the per user business is not just per user it's per agent

   ↗Satya Nadella – How Microsoft thinks about AGIyoutube.com 12th of 22 in this recording