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GitHub Copilot

50 million users stated on the July 2026 call. Usage-based billing began in June 2026, and management says usage ran ahead of expectations.

MSFT market data

The numbers

GitHub Copilot users50 millionQ4 FY26 (stated on call) · source ↗

GitHub users (all products)225 millionQ4 FY26 (stated on call) · source ↗

GitHub Copilot revenue growth, quarter over quarteraccelerated by over 60%Q4 FY26 (stated on call, no dollar figure) · source ↗

What it is

AI coding assistant sold through GitHub, inside the Intelligent Cloud segment. Sold as seats for business and enterprise customers, with consumption billing added in 2026.

Why it matters to the stock. A fast-growing AI product that also reveals how Microsoft prices AI usage. Margin pressure from heavy usage is a watch item, since management said growing Copilot usage weighed on segment gross margin.

News

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