Microsoft Copilot surpasses 20M paid users; engagement nears Outlook

Microsoft reported that Microsoft Copilot has reached over 20 million paid enterprise users, disclosed by CEO Satya Nadella during its quarterly earnings call. Nadella said these are not just purchased licenses—users are actively engaging. Key engagement metrics: weekly Microsoft Copilot engagement is now comparable to Outlook, one of the most-used business tools. Copilot queries per user rose nearly 20% quarter over quarter, which Nadella described as a “daily habit of intense usage.” Adoption is scaling in large enterprises. The number of companies paying for more than 50,000 seats has quadrupled. Firms including Bayer, Johnson & Johnson, Mercedes, and Roche each have over 90,000 seats. The largest deal cited is Accenture with more than 740,000 seats. Product drivers: Microsoft made “Agent mode” the default experience in Word, Excel, and PowerPoint, enabling multi-step actions inside documents (e.g., analyze a sales report, summarize it, then draft an email). Microsoft also highlighted a multi-model strategy to reduce dependency on any single provider like OpenAI. Copilot chat can auto-route across models, including Anthropic’s Claude. Analysts reacted positively, with Morgan Stanley calling the figures “super impressive,” suggesting demand for enterprise AI productivity tools is moving from pilot-stage to broader deployment.