Microsoft Corporation (MSFT) UBS Global Technology and AI Conference 2025 December 2, 2025 5:35 PM EST
Company Participants
Rajesh Jha – Executive Vice President of Experiences & Devices
Conference Call Participants
Karl Keirstead – UBS Investment Bank, Research Division
Presentation
Karl Keirstead
UBS Investment Bank, Research Division
Okay. Let’s get started. I’m Karl Keirstead covering Microsoft here, and we are always so honored to have Microsoft keynote our event. I was saying to Rajesh, it wouldn’t be the same without Microsoft up on stage. So Rajesh, thank you so much for flying in for this.
Rajesh Jha
Executive Vice President of Experiences & Devices
Well, thank you so much for having me, Karl.
Question-and-Answer Session
Karl Keirstead
UBS Investment Bank, Research Division
Yes. Rajesh, when I went online to look at all the parts of Microsoft that report up to you, it took me a little while because there are so many, but I summed up the revenue stream, and it was a very, very large number. So a very big part of Microsoft’s portfolio sums up to this gentleman. Can you talk a little bit about what some of the common threads are between the different parts of the portfolio that report into you?
Rajesh Jha
Executive Vice President of Experiences & Devices
Yes. So I lead the experiences and devices at Microsoft. It’s got Office, Teams, so M365. It has our business applications, Dynamics, Power platform, Windows, Surface and then, of course, M365 Copilot. And the common theme, Karl, for experiences and devices, it’s what the name suggests, the experiences and devices for information workers on the globe to allow them to be productive, to be collaborative and ultimately drive business outcomes, economic opportunity. So it’s a per user. Think of it as we are focused on the users in these organizations, small or large.
