To be fair, MSFT is likely making a ton of money (or more likely, preventing churn) with their GPT-powered products for the enterprise.
So the math is probably harder than it seems.
To be fair, MSFT is likely making a ton of money (or more likely, preventing churn) with their GPT-powered products for the enterprise.
So the math is probably harder than it seems.
Would be totally a guess since as mentioned, they are not being too forth coming. But chances are, the inclusion of GPT into the products probably did not make those products any more profitable than before, and just make them more expensive to run. Everyone who would buy Sharepoint/dynamics 365 already has it. I doubt they saw a massive influx to the user base of these tools due to GPT. Have you heard of a massive influx of new Windows license being bought because og co-pilot? No, its just the normal churn of people upgrading their machines they were probably gonna upgrade soon anyways.
The exception might be Azure with their LLM services.
Nobody really knows, they hide Copilot inside each of the business units and then claim it's too hard to split out.