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Microsoft Shifts to Paid Copilot Model Amid Low Subscriptions

4/3/2026

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Story summary
  • Microsoft Corp. shifted its Copilot strategy to a paid model after Wall Street feedback, noting only 3% of customers paid for Copilot.
  • Judson Althoff, Microsoft CEO, announced the change at an internal meeting.
  • Microsoft aims to significantly increase paid Copilot subscriptions in the current quarter.
  • The stock is down 24% this year.
  • Microsoft is ramping up investments in data centers to support its cloud services.