Microsoft's Copilot Struggles to Gain Traction -- Market Talk

Dow Jones
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1507 ET - Microsoft's Copilot artificial-intelligence tool has struggled to gain traction in both the commercial and enterprise segments, Melius analysts write in a note. They write that only 3% of Microsoft 365 commercial users pay for Copilot, while the company's paid subscriber share among enterprise users fell to 11.5% from 18.8% in six months, according to data from Recon Analytics. The reorganization of Microsoft's Copilot teams and the retirement of Rajesh Jha, a key executive for the Office and 365 ecosystem, suggest that CEO Satya Nadella is unhappy with Copilot's progression thus far. (elias.schisgall@wsj.com)

 

(END) Dow Jones Newswires

March 23, 2026 15:08 ET (19:08 GMT)

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