Microsoft Copilot Hits 20 Million Paid Enterprise Seats With Usage Now Matching Outlook

[nihalsari]

Microsoft CEO Satya Nadella used the company's quarterly earnings call to push back against the perception that nobody uses Copilot, presenting growth numbers that Morgan Stanley analyst Keith Weiss described as super impressive and way ahead of most people's expectations. M365 Copilot now has 20 million paid enterprise seats, the company has quadrupled the number of organizations paying for over 50,000 seats, and Accenture has signed up for more than 740,000 seats in what Nadella called Microsoft's largest Copilot win to date. Companies including Bayer, Johnson and Johnson, Mercedes, and Roche each hold more than 90,000 seats, reflecting adoption at the largest enterprise scale rather than small pilot programs.Engagement is tracking alongside the growth in seat count.

Copilot queries per user grew nearly 20% quarter over quarter, and Nadella noted that weekly engagement has reached the same level as Outlook, framing it as the kind of daily habit of intense usage that characterizes a tool people depend on rather than occasionally experiment with. The most significant product development driving this usage is the general availability of Copilot's agentic capabilities in Word, Excel, and PowerPoint, which allows Copilot to take multi-step actions directly within documents rather than just answering questions. Agent mode is now the default experience across those applications as of last week, giving every M365 user access to a more autonomous and capable AI layer without any additional configuration.

[chainsniff]

Accenture bought 740,000 Copilot seats. 740,000. that is a city of people who now have an AI in their Excel spreadsheets whether they wanted one or not.