Microsoft disclosed during its quarterly earnings call on Wednesday that the Microsoft 365 Copilot, embedded in office applications such as Word, Excel, and Outlook, has reached 20 million paid enterprise seats. CEO Satya Nadella noted that the number of enterprises with more than 50,000 paid seats has grown four times, with major companies like Bayer, Johnson & Johnson, Mercedes-Benz, and Roche all exceeding 90,000 subscriptions. Notably, Microsoft recently struck a deal with Accenture for over 740,000 seats, setting a new record for the largest single order since the product's launch.

In terms of user engagement, the query volume of Copilot has increased by nearly 20% quarter-over-quarter, and its weekly active users have reached the same level as Outlook, marking that AI tools are evolving into frequent daily work habits. In terms of technical architecture, Microsoft emphasized that Copilot does not rely on a single model but supports multiple models running in parallel through an intelligent automatic routing feature. It has already integrated external models such as Anthropic's Claude to achieve better response generation.

Additionally, the introduction of the agentic mode has become a core driver of growth. Since last week, the agentic mode has been set as the default experience for Copilot and core components of M365, allowing users to delegate multi-step complex tasks directly within documents. Morgan Stanley analysts commented that Microsoft's growth data in this area far exceeded market expectations. As AI evolves from simple conversational interactions to agent stages with autonomous execution capabilities, Microsoft is trying to solidify its early advantage in the enterprise AI market by redefining productivity workflows.