Why Two Copilots Became One
Microsoft's decision to merge stems from a stark adoption gap. Despite Microsoft 365 Copilot being available across roughly 450 million Microsoft 365 seats, fewer than 4.5% had converted to paid AI usage [4]. That's true even as headline growth looks strong on its own - 30 million paid seats, up from 20 million in April, with seat additions more than doubling quarter over quarter [3]- because that growth is still a small fraction of the overall base. Jefferies analyst Brent Thill was blunt about the product's performance [4], and Microsoft EVP Jacob Andreou, the former Snap executive who took over the Copilot overhaul in March 2026, argued internally that Copilot must earn 'the right to exist' in customers' lives [3]by shedding underperforming features rather than piling on more. Two years of running separate consumer and enterprise apps, plus experimental features that never gained traction, pushed leadership toward one cohesive product ahead of the planned super app [1].



