By Jordan Novet
Publication Date: 2026-04-03 00:36:00
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan. 27, 2017.
David Paul Morris | Bloomberg | Getty Images
Microsoft has made greater inroads with sales of its Copilot artificial intelligence add-on for business clients after facing criticism for relatively low adoption in recent months, executive Judson Althoff told employees on Thursday.
Software stocks including Microsoft have come down this year on fears that generative AI models could heighten competition. Microsoft, whose stock sunk 23% in the first quarter, has ramped up spending on data centers for cloud customers such as OpenAI, and investors are seeking signs that products enhanced with AI models will boost revenue and profitability.
In January, Microsoft said it had racked up 15 million seats for the Microsoft 365 Copilot that sits atop commercial productivity software subscriptions, representing 3% of seats for the standard bundles. Microsoft 365 corporate…