By Jeremy Phillips
Publication Date: 2026-03-23 22:56:00
Microsoft (MSFT) reported only 15 million Copilot seats sold out of 450 million total users (3.3% penetration) despite billions spent on development and marketing, prompting an executive reorganization that moved Copilot’s leader to focus on building proprietary AI models, signaling internal dissatisfaction with the product’s market fit.
Microsoft’s expected increased spending on proprietary model development will compound already-strained free cash flow as capital expenditures have doubled to $29.88B year-over-year and depreciation pressures mount.
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Microsoft (NASDAQ:MSFT) is down more than 20% year-to-date, making it the worst-performing stock in the Mag-7 by a wide margin. And according to Ben Wright of Melius Research, who…
