Microsoft's Copilot Just Crossed 30 Million Paid Seats as CEO Satya Nadella Unveiled Unified App: 'Major Step Forward'

Microsoft reported strong AI and cloud momentum, highlighted by more than 30 million paid Microsoft 365 Copilot seats and rapidly rising enterprise adoption. Satya Nadella said Copilot is shifting from a chat assistant to autonomous AI agents, with user satisfaction doubling over three quarters and latency improving 25% in the latest quarter. GitHub Copilot reached 50 million users, while its revenue grew more than 60% quarter over quarter. The broader earnings backdrop was also robust: Microsoft’s fiscal Q4 revenue rose 18% year over year to $90.01 billion, Azure and other cloud services grew 43%, and overall cloud revenue climbed 27% to $59.3 billion. The article suggests Microsoft’s AI strategy is strengthening monetization and supporting continued investor optimism, especially as usage-based billing expands.