Microsoft says it has over 20M paid Copilot customers, and they really are using it

Microsoft says it has over 20M paid Copilot customers, and they really are using it

Despite the lingering notion that nobody really makes use of Copilot, Microsoft said Wednesday that its person base and engagement are rising for the AI tool that’s baked into M365 apps like Word, Excel, and Outlook e-mail.

M365 Copilot now has 20 million paid enterprise Copilot seats, Microsoft CEO Satya Nadella said during the company’s quarterly earnings convention name.

The company has quadrupled the variety of corporations paying for over 50,000 seats, Nadella said, noting that Bayer, Johnson & Johnson, Mercedes, and Roche have more than 90,000 seats. He pointed to the deal announced earlier this week with Accenture for over 740,000 seats. “Our largest Copilot win to date,” he said.

Plus, he insists that people are using it, participating with Copilot as a lot as they do with e-mail.

“Copilot queries per user were up nearly 20% quarter over quarter. To put this momentum in perspective, weekly engagement is now at the same level as Outlook,” he said. “This is like a daily habit of intense usage.”

He emphasised that Copilot shouldn’t be depending on anyone mannequin, like OpenAI.

“You now have access in chat to multiple models by default, with intelligent auto routing in agents with critique and counsel, you can use multiple models together to generate optimal responses,” he said.

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Microsoft 365 helps Anthropic’s Claude, for example.

In fact, Morgan Stanley’s Keith Weiss said on the quarterly earnings name on Wednesday, “Those Microsoft 365 Copilot numbers are super impressive and I think way ahead of most people’s expectations.”

Agent mode is one space that is driving usage, noting that “as of last week, Agent mode is now the default experience across Copilot and Word Excel and PowerPoint.”

Microsoft last week made its Copilot’s agentic capabilities usually obtainable. This permits Copilot to take multi-step actions straight in the paperwork. “You now have a new way to delegate and complete work using Copilot,” Nadella said.

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