Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag’
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Microsoft (MSFT) reported only 15 million Copilot seats sold out of 450 million total users (3.3% penetration) despite billions spent on development and marketing, prompting an executive reorganization that moved Copilot’s leader to focus on building proprietary AI models, signaling internal dissatisfaction with the product’s market fit.
MicrosoftR
Microsoft (MSFT) reported only 15 million Copilot seats sold out of 450 million total users (3.3% penetration) despite billions spent on development and marketing, prompting an executive reorganization that moved Copilot’s leader to focus on building proprietary AI models, signaling internal dissatisfaction with the product’s market fit.
MicrosoftR
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