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Microsoft Earnings Analysis: Hide Me The Money ⭐
['Paul Thurrott']
Thurrott.com
The question about Microsoft 365 Copilot growth, which in the suckiest suck-upedness I’ve seen in, oh, a quarter, was “obviously, very strong.”
(In the previous four calendar quarters, including this one, Microsoft spent $41 billion, $31.9 billion, $37.5 billion, and $34.9 billion on CAPEX.
Copilot, Microsoft 365 Copilot, and the Super App!
Last quarter, Microsoft claimed over 20 million paid Microsoft 365 Copilot seats, which I pointed out was just 4.4 percent of the overall customer base of paid Microsoft 365 seats.
But this quarter, Microsoft claims 30 million paid seats, and that’s a growth of 50 percent growth!