MSFT · News · 20261030N

Strategic Shift: Agentic AI Monetization

MICROSOFT CORP · 2026-10-30 · Importance 59 · Surprise 82

Microsoft is moving Copilot’s business model from per-seat subscriptions toward consumption-based billing, as AI agents take on more work. CEO Satya Nadella described Copilot as “the new OS for work” and said the model is expanding to include consumption. Copilot customers using credits through usage-based billing grew more than 75% over the fiscal first quarter, indicating a rapid shift in monetization approach.

Key facts

• Microsoft said its Copilot business model is expanding from per-seat subscriptions to include consumption, according to CEO Satya Nadella. source