"For the most part, we feel pretty great about what we can do. We think, in many tasks, we can improve efficiency by 20 to 30 percent. And if you do control and treatment type group experiments, you can show that. The most difficult thing about that is it's tough to drive ROI on saying Kash is 30 percent more productive... unless he's a salesperson and carries a quota, quite frankly, because a lot of knowledge work doesn't translate directly into top line, bottom line."
"This is hardly the glowing endorsement expected from many of the customers that Microsoft says are using Copilot: Spataro reiterated a data point his employer released a few quarters ago that "70 percent of the Fortune 500 are using Copilot in a pretty extensive way." And it's growing in terms of seats and the volume of customers "coming back to add seats in a big, significant way," he added."
Copilot shows measurable efficiency improvements of roughly 20 to 30 percent in many tasks when assessed via control-and-treatment experiments. Translating those productivity gains into clear ROI is challenging because much knowledge work does not map directly to top-line or bottom-line metrics and often involves team-based processes rather than quota-driven individual roles. Adoption is substantial, with around 70 percent of the Fortune 500 using Copilot extensively and seat counts increasing as customers add licenses. Pricing considerations and the difficulty of proving return on investment continue to complicate enterprise buy-in despite strong interest driven by FOMO.
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