The Progress
- 15M M365 Copilot paid seats (biggest Q/Q improvement in quality)
- 10X DAU YoY
- +160% seat adds
- 2X conversations per user
- 3X 35K+ customers
GitHub Copilot
- 4.7M subscribers (+75% YoY, +77% Pro+)
Major Deployments (35K+ Seats)
Fiserv, ING, NASA, Westpac, US Dept of Interior, Univ of Kentucky, Univ of Manchester, Publicis 93,000 seats
The Challenges
1. Pilot Trap
- 70% Fortune 500 “adoption” is primarily pilots
- Not enterprise-wide deployment
2. Security Doubt
- ~50% IT leaders lack confidence managing AI security/access
- Data governance = biggest roadblock
3. ROI Unclear
- 40%+ companies struggle to measure AI impacts
- McKinsey: 39% report measurable EBIT impact
4. Price Pushback
- $30/user faces resistance
- New tier: $21 Copilot Business
- Oct: bundled Sales/Service/Finance
Microsoft’s Response
Bundling
Sales + Service + Finance Copilots at no additional cost (Oct 2025)
Agent 365
Unified governance + identity, security across all clouds
Security
Rolling out to all E5 customers via SharePoint Advanced Management
New Tier
Copilot Business @ $21/user — 30% lower entry point
The Nadella Insight
Consumer [Copilot] integrations “don’t really work”—we need to make them actually work. Enterprise is different—response quality at record improvement.
— Satya Nadella
The Takeaway
Metrics show inflection may be happening—10X DAU, 160% seat growth, major enterprise deployments. But enterprise-wide deployment still lagging pilots.
This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.









