Microsoft expects deal to add 1M Copilot users from one customer, BI reports

During a recent internal meeting, Microsoft (MSFT) Chief Commercial Officer Judson Althoff told employees that a customer with over one million Microsoft 365 licenses plans to adopt Copilot, Ashley Stewart of Business Insider reported, citing people familiar with the discussion. The status of the deal remains uncertain, and it’s not yet clear whether it will move forward or undergo changes. While Microsoft usually charges a fixed monthly rate per user for its software, the company reportedly may explore consumption-based pricing for this agreement, reflecting a broader shift in how AI tools are being monetized.