Daniel Newman, CEO of Futurum Group, suggested that Microsoft‘s (NASDAQ:MSFT) Q3 earnings may hold a surprise.
Newman took to X on Tuesday to highlight CEO Satya Nadella‘s announcement of Copilot deployment to about 743,000 Accenture (NYSE:ACN) employees.
Nadella called it the “largest” rollout of the AI-driven tool to date. The deployment began in 2023 and has since scaled with 89% monthly active usage.
“MSFT Copilot Numbers may surprise this quarter?” wrote Newman.
Accenture’s chief information officer, Tony Leraris, describes Copilot as a “personal digital colleague”. A 2025 company study of 200,000 users found 97% completed routine tasks up to 15× faster with Copilot, while 53% reported major productivity gains.
Copilot Push Ahead Of Earnings Test
The deployment comes at a critical time, just two days before Microsoft’s earnings announcement. Earlier this month, BNP Paribas analyst Stefan Slowinski indicated that Nadella had been driving a “Copilot code red” effort to improve performance and user experience ahead of the E7 suite’s launch on May 1, with additional features rolling out throughout the year. This move was in response to investor concerns over limited traction in Microsoft’s Copilot offering.
Meanwhile, BofA Securities analyst Tal Liani said that Copilot adoption is key to validating Microsoft’s AI returns, with stronger uptake expected to boost revenue per user and ease competitive pressures as Microsoft deepens integration.
Copilot usage was about 15 million seats in the previous quarter, representing roughly 3.5% of Microsoft 365 users.
Benzinga's Edge Rankings place Microsoft in the 93rd percentile for quality and the 75th percentile for growth, reflecting its strong performance in both areas. Benzinga’s screener allows you to compare MSFT’s performance with its peers.
MSFT Price Action: On a year-to-date basis, the stock declined 9.24%, as per Benzinga Pro. On Tuesday, it ended 1.04% higher at $429.25.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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