Microsoft Copilot Surpasses 30 Million Paid Seats as CEO Unveils Unified App

Earnings Impact 4
โดย Yahoo Finance·Read original
Summary · why it matters

Microsoft's Copilot has crossed 30 million paid seats, with net seat additions more than doubling quarter-over-quarter, CEO Satya Nadella announced during the company's fourth quarter earnings call. Nadella said Copilot is evolving from a chat assistant into autonomous AI agents, and the company is unifying its Copilot experiences into a single app for both consumer and enterprise users, calling it a major step forward. User satisfaction doubled over the past three quarters to a record high, latency improved 25 percent, and conversations per user nearly doubled year over year, with weekly engagement now matching Outlook and Teams. GitHub Copilot reached 50 million users and revenue grew more than 60 percent quarter over quarter, driven by usage-based billing and enterprise seat growth. Microsoft reported fourth-quarter revenue of 90.01 billion dollars, up 18 percent year over year, beating analyst estimates of 87.62 billion dollars.

Impact on stocks 1

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Microsoft Corporation
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▲ PositiveDemandrelevance

Copilot surpasses 30 million paid seats with net additions more than doubling QoQ, and GitHub Copilot reaches 50 million users with revenue up 60% QoQ.

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