Microsoft: The AI Numbers Are Telling Two Stories

Microsoft Corporation E7's $99 monthly bundle generates only $9 to $39 incremental revenue per user, depending on existing licenses. Work IQ extends MSFT's moat beyond Copilot, with over 120,000 Foundry customers and nearly 60,000 Microsoft IQ customers. Microsoft 365 Commercial Cloud grew 18% adjusted against 5% paid-seat growth, while consumption adoption outside coding remains uncertain.