{"id":124039,"date":"2026-07-30T09:29:09","date_gmt":"2026-07-30T09:29:09","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/124039\/"},"modified":"2026-07-30T09:29:09","modified_gmt":"2026-07-30T09:29:09","slug":"msft-says-the-next-phase-of-ai-is-per-seat-plus-consumption-as-copilot-usage-grows-microsoft-nasdaq","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/124039\/","title":{"rendered":"MSFT Says the Next Phase of AI Is &#8216;Per Seat Plus Consumption&#8217; as Copilot Usage Grows &#8211; Microsoft (NASDAQ:"},"content":{"rendered":"<p>Usage-Based Pricing Broadens AI Monetization<\/p>\n<p class=\"block core-block\">During its fourth-quarter earnings call, CEO Satya Nadella said Microsoft is evolving its commercial model beyond per seat to per seat plus consumption.<\/p>\n<p class=\"block core-block\">\u201cWe are also evolving our business model beyond per seat to per seat plus consumption, further expanding our TAM and delivering more customer value,\u201d Nadella told analysts. <\/p>\n<p class=\"block core-block\">Finance chief Amy Hood echoed that view, saying Microsoft\u2019s expanding AI opportunity is increasingly tied to \u201cusage and consumption growth\u201d as more AI experiences become integrated across enterprise workflows.<\/p>\n<p>More AI Usage Starts With Making Copilot Indispensable<\/p>\n<p class=\"block core-block\">Microsoft is positioning Copilot as the centerpiece of its AI strategy. <\/p>\n<p class=\"block core-block\">Nadella said Chat, CoWork, Autopilot, and Code are coming together in what he called Microsoft\u2019s \u201cflagship super app\u201d for different user roles.<\/p>\n<p class=\"block core-block\">As Copilot becomes embedded in more daily workflows, the company stands to benefit not only from software subscriptions but also from higher AI consumption across its products.<\/p>\n<p class=\"block core-block\">Microsoft continues to ramp up <a href=\"https:\/\/www.benzinga.com\/markets\/earnings\/26\/07\/60786971\/microsoft-stock-ai-capex-amy-hood-gpu-spending-surges-after-hours\" target=\"_blank\" rel=\"nofollow noopener\">AI infrastructure spending<\/a> to meet demand that the company says still exceeds available computing capacity.<\/p>\n<p>Earnings Top Estimates As Azure Growth Accelerates<\/p>\n<p class=\"block core-block\">The company reported <a href=\"https:\/\/www.benzinga.com\/markets\/earnings\/26\/07\/60781289\/microsoft-q4-earnings-highlights-14th-straight-double-beat-cloud-revenue-up-27\" target=\"_blank\" rel=\"nofollow noopener\">fourth-quarter revenue<\/a> of $90.01 billion, up 18% year-over-year and ahead of the Street consensus estimate of $87.62 billion, according to Benzinga Pro. Earnings came in at $4.74 per share, topping analyst estimates of $4.24.<\/p>\n<p class=\"block core-block\">Overall cloud revenue rose 27% year-over-year to $59.3 billion, while Azure and other cloud services revenue climbed 43% from a year earlier.<\/p>\n<p class=\"block core-block\">Price Action: The stock closed 0.71% lower at $390.54 on Wednesday and jumped 8.88% to $425.21 in after-hours trading following the earnings release.<\/p>\n<p class=\"block core-block\">Benzinga edge rankings indicate <a href=\"https:\/\/www.benzinga.com\/quote\/MSFT\" target=\"_blank\" rel=\"nofollow noopener\">MSFT<\/a> has a Momentum score in the 10th percentile and a Growth score in the 56th percentile. <\/p>\n<p class=\"block core-block\">Disclaimer:\u00a0This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.<\/p>\n","protected":false},"excerpt":{"rendered":"Usage-Based Pricing Broadens AI Monetization During its fourth-quarter earnings call, CEO Satya Nadella said Microsoft is evolving its&hellip;\n","protected":false},"author":2,"featured_media":124040,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[420,7853,15008,15895,8374,5896,5892,416,320,7852,5891,5899,7779,62503,15069,58552],"class_list":["post-124039","post","type-post","status-publish","format-standard","has-post-thumbnail","category-microsoft","tag-azure","tag-azure-copilot","tag-category-earnings","tag-category-earnings-beats","tag-category-equities","tag-category-tech","tag-cms-wordpress","tag-copilot","tag-microsoft","tag-microsoft-copilot","tag-pageisbzpro-bz","tag-symbol-msft","tag-tag-artificial-intelligence","tag-tag-earnings-beats","tag-tag-microsoft","tag-tag-technology-stocks"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/124039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=124039"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/124039\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/124040"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=124039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=124039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=124039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}