Only 3.3 percent of Microsoft 365 and Office 365 users who touch Copilot Chat actually pay for it, an awkward figure that landed alongside Microsoft’s $37.5 billion quarterly AI splurge and its insistence that the payoff is coming.

That single percentage stat undermines the company’s carefully polished Copilot success story. On its Q2 FY26 earnings call, Microsoft repeatedly cited “record” AI momentum, telling investors it now has 15 million paid Microsoft 365 Copilot seats, with seat growth up more than 160 percent year-over-year. Satya Nadella described Copilot as “becoming a true daily habit,” claiming daily active users are up tenfold year-over-year and that average conversations per user have doubled.

What Microsoft did not articulate is how small that paid footprint looks against the vast base of Microsoft 365 users experimenting with Copilot Chat for free, as highlighted by Directions on Microsoft analyst Mary Jo Foley.

  • Jhex@lemmy.world
    link
    fedilink
    arrow-up
    25
    ·
    2 days ago

    And reality is even worse than that… I know MS probably only cares about money but, I for example, am one of those paying customers who hate Copilot and never use it, yet my employer gets it for me

    I continue to provide my feedback letting them know that it’s a complete waste of money and I hope someday they will listen… but that just goes to show that even that meager 3.3% is not even composed of happy customers who find value in paying for Copilot to produce slop

    • sylver_dragon@lemmy.world
      link
      fedilink
      English
      arrow-up
      11
      ·
      2 days ago

      Yup, I have an Enterprise seat for Copilot through work. It can be useful to slop up emails for management, but anything requiring care, accuracy or attention to detail seems outside it’s wheelhouse. As a those descriptors apply to much of my work, that Copilot license basically collects digital dust. But management is absolutely over the moon with AI, so I don’t feel bad giving them AI slop.