MSFT · News · 20261030N
Copilot Monetization and Product Adoption
MICROSOFT CORP · 2026-10-30 · Importance 59 · Surprise 82 · In source text
Microsoft is expanding Copilot’s business model beyond per-seat subscriptions to include consumption-based billing. CEO Satya Nadella described Copilot as “the new OS for work” and said the number of Copilot customers consuming credits through usage-based billing grew more than 75% over the quarter. This signals growing adoption of usage-based purchasing among Copilot customers, although the report gives no customer count or revenue figure.
Key facts
- Microsoft Copilot customers consuming credits through usage-based billing grew by more than 75% over the quarter, according to CEO Satya Nadella. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Microsoft Copilot customers consuming credits through usage-based billing grew by more than 75% over the quarter, according to CEO Satya… |