
- Copilot is a key element of Microsoft’s AI strategy
- Attempts to replace ChatGPT with it have proven challenging
- Only a small portion of Office subscribers use Copilot
- The percentage of those who prefer it over Gemini has only declined
- Copilot is one of Nadella’s main priorities
- Microsoft’s large customer base helps Copilot’s development
- Microsoft offers several versions of the Copilot service
- All Copilot versions can be divided into three main audiences
- These are specialists, developers, and regular users
- Complex positioning also hinders Copilot’s popularity
- Microsoft sold 15 million corporate Copilot seats within Office
- By late 2025, Copilot’s MAU was reported at 150+ million
- Gemini’s MAU is 650+ million, ChatGPT’s MAU is 900 million
- Recon Analytics surveyed 150+ thousand respondents in the US
- The share of those for whom Copilot is primary fell by 7.3 percentage points to 11.5%
- Meanwhile, the share of those choosing Gemini was 15.7% (+2.9 percentage points)