finance
Microsoft says Copilot sales are gaining as AI concerns weigh on shares
Judson Althoff told employees Copilot adoption strengthened after a sales strategy change as investors watch heavy AI spending and a 23% Q1 stock drop.
Apr 3rd 2026 · United States
Insights
- Microsoft reported 15 million Copilot seats in January, about 3% of standard Microsoft 365 seats.
- Microsoft 365 Copilot costs $30 per user per month and became widely available in 2023.
- Executive Judson Althoff said sales targets for the March quarter were met and management set aggressive June quarter goals.
- Shares fell 23% in the first quarter amid investor concern that AI spending may not yet translate into revenue gains.
- Microsoft has increased data center spending to support cloud partners like OpenAI while analysts call adoption nascent.
Sources
- Even Microsoft knows Copilot shouldn't be trusted with anything important go.theregister.com
- Microsoft adding Anthropic’s AI technology to its Copilot service www.siliconrepublic.com
- Microsoft executive touts Copilot sales traction as AI anxiety weighs on stock www.cnbc.com