Microsoft has pivoted its AI strategy to prioritize selling its Copilot tool after investor concerns over weak monetization. Chief Commercial Officer Judson Althoff said the company set and largely met “audacious” sales goals for the March quarter. Previously focused on free adoption, Microsoft is now pushing enterprise customers toward paid subscriptions, which cost about $30 per user monthly. Only about 3% of customers were paying as of late 2025, contributing to a 24% stock decline this year.

Microsoft has pivoted its AI strategy to prioritize selling its Copilot tool after investor concerns over weak monetization. Chief Commercial Officer Judson Althoff said the company set and largely met “audacious” sales goals for the March quarter. Previously focused on free adoption, Microsoft is now pushing enterprise customers toward paid subscriptions, which cost about $30 per user monthly. Only about 3% of customers were paying as of late 2025, contributing to a 24% stock decline this year. The company aims to significantly increase paid uptake amid intensifying AI competition.