Will Microsoft disclose Copilot paid seat count below 15M at any 2026 reporting? | Crene

Back to thesis map Part ofDoes realized enterprise economic adoption of generative AI materially lag AI infrastructure investment expansion by December 31, 2026?

Current eventEnterprise adoption & deployment

Will Microsoft disclose Copilot paid seat count below 15M at any 2026 reporting?

LiveResolves Dec 31, 2026

Current view

27%

Current 4 model consensus

Movement

Recent consensus movement

Model disagreement

8pt

Range across the model set

Evidence

Aligned

Models broadly agree on the evidence

Thesis map

What is carrying or resisting the view?

Start with the map. Select a mechanism or condition to see what supports the thesis, what resists it, and where disagreement deserves review.

What changed

No decision-relevant findings are available yet.

Review record

Weekly freezes, daily history, and the map version preserved with the record.

Why the view is fragile

8pt model spread around 27% consensus. Open the full disagreement instrument only when you need the model-level reasoning.

Model disagreement

Model spread

8pt

22% to 30%

Consensus

27%

4 models

Evidence state

Aligned

Models broadly agree

Most divergent

Grok

-5pt from consensus

Disagreement synthesis

The models share a central case but assign different weight to the evidence.

Grok anchors the lower end at 22%, while Gemini anchors the upper end at 30%. Consensus sits at 27%, leaving a 8 point range for review.

Primary review question

Whether Microsoft will maintain its current quarterly disclosure cadence for Copilot seat counts through 2026 or revert to aggregated "Intelligent Cloud" reporting.

Shared probability axis

Range 22% to 30%

Consensus 27%

Grok 22

Claude 28

GPT-4o 30

Gemini 30

0255075100

ModelForecastVs consensusDivergenceReasoning signal

Model reasoning

Select a model to inspect

Reasoning

Microsoft reported 5.3M Copilot seats in Q2 FY2025 (ended Dec 2024) and 8.9M in Q3 FY2025 (ended Mar 2025), indicating a 68% quarterly growth rate that would project ~25M seats by end-2025 and ~50M by end-2026 under unchanged conditions; however, recent enterprise budget tightening in 2024-2025 and 15-20% seat expansion slowdowns observed in competing SaaS products suggest the trajectory could flatten below the 15M threshold at a 2026 quarterly report. Historical precedents show Microsoft rarely discloses negative seat metrics once products scale, increasing the likelihood of non-disclosure even if actual counts fall short.

Key uncertainty

Whether Microsoft will maintain its current quarterly disclosure cadence for Copilot seat counts through 2026 or revert to aggregated "Intelligent Cloud" reporting.

Deep dive

Full decomposition, component audit, trajectory, and detailed analytical views.

Deep dive

Detailed evidence, audit, and history views.

Open only what you need

Belief trajectoryConsensus 27% · 8pt spread

Belief trajectory0 updates

Belief trajectory

Consensus—

Spread—

Confidence—

Δ Consensus—

Loading belief trajectory…

Resolution & provenance

Resolution sources, record policy, cadence, and permanent record metadata.

Resolution and provenance

How the thesis resolves and how its record is maintained.

Permanent record

Resolution sources

Microsoft earnings callsinvestor materials 2026

Record ID

CRENE-AIER-C023-20261231

Record policy

Append only

Freeze cadence

Thursdays

Generated

Jun 17, 2026

Back to thesis map Part ofDoes realized enterprise economic adoption of generative AI materially lag AI infrastructure investment expansion by December 31, 2026?

Current eventEnterprise adoption & deployment

Will Microsoft disclose Copilot paid seat count below 15M at any 2026 reporting?

LiveResolves Dec 31, 2026

Current view

27%

Current 4 model consensus

Movement

Recent consensus movement

Model disagreement

8pt

Range across the model set

Evidence

Aligned

Models broadly agree on the evidence

Thesis map

What is carrying or resisting the view?

Start with the map. Select a mechanism or condition to see what supports the thesis, what resists it, and where disagreement deserves review.

What changed

No decision-relevant findings are available yet.

Review record

Weekly freezes, daily history, and the map version preserved with the record.

Why the view is fragile

8pt model spread around 27% consensus. Open the full disagreement instrument only when you need the model-level reasoning.

Model disagreement

Model spread

8pt

22% to 30%

Consensus

27%

4 models

Evidence state

Aligned

Models broadly agree

Most divergent

Grok

-5pt from consensus

Disagreement synthesis

The models share a central case but assign different weight to the evidence.

Grok anchors the lower end at 22%, while Gemini anchors the upper end at 30%. Consensus sits at 27%, leaving a 8 point range for review.

Primary review question

Whether Microsoft will maintain its current quarterly disclosure cadence for Copilot seat counts through 2026 or revert to aggregated "Intelligent Cloud" reporting.

Shared probability axis

Range 22% to 30%

Consensus 27%

Grok 22

Claude 28

GPT-4o 30

Gemini 30

0255075100

ModelForecastVs consensusDivergenceReasoning signal

Model reasoning

Select a model to inspect

Reasoning

Key uncertainty

Whether Microsoft will maintain its current quarterly disclosure cadence for Copilot seat counts through 2026 or revert to aggregated "Intelligent Cloud" reporting.

Deep dive

Full decomposition, component audit, trajectory, and detailed analytical views.

Deep dive

Detailed evidence, audit, and history views.

Open only what you need

Belief trajectoryConsensus 27% · 8pt spread

Belief trajectory0 updates

Belief trajectory

Consensus—

Spread—

Confidence—

Δ Consensus—

Loading belief trajectory…

Resolution & provenance

Resolution sources, record policy, cadence, and permanent record metadata.

Resolution and provenance

How the thesis resolves and how its record is maintained.

Permanent record

Resolution sources

Microsoft earnings callsinvestor materials 2026

Record ID

CRENE-AIER-C023-20261231

Record policy

Append only

Freeze cadence

Thursdays

Generated

Jun 17, 2026