Microsoft 365 Copilot
Over 30 million paid seats as of the June 2026 quarter, with net paid-seat additions more than doubling sequentially.
The numbers
What it is
Copilot is the AI assistant sold across Microsoft 365 apps. It is sold as a per-user add-on and in bundled SKUs. Standalone and bundled prices changed in 2026.
Why it matters to the stock. Paid seats are the cleanest test of whether AI spend is turning into software revenue. Microsoft does not disclose Copilot revenue separately.
News
Goldman Sachs adds Microsoft to US Conviction List, keeps $640 target
Goldman Sachs added Microsoft to its U.S.
Foundry agents can publish to Microsoft 365 Copilot and Teams, now GA
Microsoft's Foundry blog says the ability to publish agents built in Foundry to Microsoft 365 Copilot and Teams reached general availability on June 10, 2026, as promised at Build.
Copilot Cowork, built with Anthropic, opens to Microsoft 365 Frontier program
On March 30, 2026 Microsoft made Copilot Cowork available through its Frontier early-access program.
Microsoft merges consumer and commercial Copilot engineering under Jacob Andreou
On March 17, 2026 Microsoft combined its consumer and commercial Copilot efforts under Jacob Andreou, an EVP who reports directly to Satya Nadella and leads design, product, growth and engineering across both.
Microsoft launches 365 E7 Frontier Suite at $99 per user, GA May 1
Microsoft introduced Microsoft 365 E7, a bundle that combines Microsoft 365 E5, Microsoft 365 Copilot and Agent 365 with Entra Suite and advanced security, priced at $99 per user.