Satya Nadella

speaker

366 appearances 1 recordings 1 series first heard Jun 2026 last heard 3 Jun

Satya Nadella’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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And so that's what we're doing.

Yeah, the way I think about this is always we've had, let's even take the per-user pricing.

The per-user pricing is really an artifact of someone creating a budget needing certainty.

Because it's the most important thing.

If somebody wants a budget, they need a per user.

And per user is just a set of entitlements to usage.

That's what it is.

And so the way is, the first bundling will be, take some usage, bundle it into per user stacks, and then sell subscriptions.

So subscriptions, I think, are going to be there.

Per user is going to be there.

Then the next big thing will be consumption.

So people will say, I want consumption.

And it's also possible that people will say, I don't even want to pay for any of the subscriptions or the consumption, it's outcome.

But remember, most people love outcomes until they have an outcome.

Because once you have an outcome, it's like giving away royalty, right?

I've talked to customers who love outcome-based pricing.

And I say, I'm all in until they, oh my God, what are you talking about?

You're sharing in my outcome?

No, no, I want you to go back to per user pricing and I want you to consumption price, right?

So I think that debate will go on.

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