In a recent conversation at Morgan Stanley's Technology Conference, Jared Spataro, Corporate Vice President of Modern Work and Business Apps at Microsoft, provided a comprehensive overview of the company's strategy and expectations for Microsoft 365 and its AI-driven feature, Copilot.

The Growth Trajectory of Microsoft 365

Microsoft 365, formerly known as Office 365, continues to experience robust growth, with a reported $40 million run rate and double-digit growth in both seat count and pricing. Spataro highlighted the recent milestone of surpassing 400 million licenses and identified three key areas for potential seat growth: the small and medium-sized business (SMB) sector, front...