“We are entering an age of ‘macro delegation and micro steering’ across domains.”
Microsoft 365 Copilot: The Flagship
- 15M paid seats (biggest Q/Q improvement in quality)
- 10X DAU YoY
- +160% seat adds
- 2X conversations per user
- 3X 35K+ customers
Major Deployments: Fiserv, ING, NASA, Westpac, US Dept of Interior, Universities, Publicis (93K seats)
Work IQ: The Crown Jewel
“The most important database for any company using Microsoft”
Within organization’s security boundary: People, Artifacts, Comms, Memory
Researcher Agent + Agent Mode in Apps
GitHub Copilot
- 4.7M paid subscribers
- +75% YoY growth
- +77% Pro+ growth
- Agent IQ: Anthropic, OpenAI, Google, Cognition, xAI
Security Copilot
- 1.6M security customers
- 1M+ use 4+ workloads
- Purview Audited: 24B interactions
- +9X YoY growth
Dragon Copilot (Healthcare)
- 100K+ medical providers
- 21M patient visits
- +2X growth
- Mount Sinai Health: System-wide deployment after trial
Consumer Copilot
- Chat, News, Search, Shopping
- Copilot Checkout: PayPal, Shopify, Stripe
- -3X competitor search (taking share)
Dynamics 365
- +19% growth
- Built-in agents across suite
- Viva: Customer Knowledge Management
- Sandvik: Sales Qualification
Windows & Other
- 1B Win 11 devices (+45% YoY)
- LinkedIn: +11%, 30% video ads
- Gaming: Record PC & streaming
- Edge, Bing gains
The Compounding Effect
“M365 Copilot, GitHub Copilot, Security Copilot all coming together to compound the benefits of all the data and deployment”
The Takeaway
Not assistants — daily habit-forming agents across every enterprise domain.
This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.
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