Microsoft said on its latest earnings call that Copilot’s chat, coding and agent-style features will be folded into a single “super app” this year, with one product framework spanning both consumer and enterprise use cases.
CEO Satya Nadella said capabilities that had been spread across chat windows, coding plug-ins and agent-based scheduling will be brought into one entry point under a shared subscription structure.
Nadella lays out the Copilot consolidation plan
On the call, Nadella said, “Copilot is evolving rapidly from chat to Cowork to Autopilots.” He described that as a shift from chatbot functions to task-completion tools, and then to systems that can operate more autonomously.
He also gave a timeline: “This quarter, we will bring these Copilot experiences, including coding, into one super app. This is a big step forward, and I look forward to sharing more details soon.”
Nadella added that the unified entry point will cover both consumer and commercial experiences at launch. In practice, that means the Copilot product used by general users and the Microsoft 365 Copilot product used inside companies are set to share the same underlying structure rather than remain separate offerings.
Quarterly results beat expectations
Microsoft paired that product update with earnings that came in above expectations. The company reported $90 billion in revenue for the latest quarter and earnings per share of $4.81. Both figures topped analyst estimates, and the stock rose more than 8% in after-hours trading.
Azure annual revenue passed $100 billion for the first time, according to the company, while quarterly Azure revenue grew 43% year over year. Microsoft Cloud posted $59.3 billion in quarterly revenue, up 27% from a year earlier.
Microsoft 365 Copilot paid users exceed 30 million
Microsoft also said paid Microsoft 365 Copilot users have surpassed 30 million. The figure was just above 20 million in April, which means the paid base increased by 50% over three months based on the numbers disclosed in the report.
On spending, Microsoft said FY2027 capital expenditures are expected to range from $255 billion to $260 billion. The company had already committed about $190 billion in 2026, showing that compute investment remains a priority.
The report said Azure’s double-digit growth is, to some extent, helping fund this integration push. Stronger cloud revenue gives Microsoft more room to absorb the higher compute costs tied to agent-based functions within its existing subscription products.
Comparison with OpenAI’s recent moves
The report also pointed to OpenAI’s product changes earlier in July. OpenAI merged the Codex app into the new ChatGPT desktop app and launched ChatGPT Work, powered by GPT-5.6. According to the source report, Chat, Work and Codex are available across all plans, including the free tier.
ChatGPT Work was described as a product that can collect context across apps, break goals into steps, and return completed spreadsheets, presentations and web apps.
In the source report’s framing, Microsoft is tying integration to the paid Microsoft 365 model and focusing on enterprise budgets, while OpenAI is putting integrated tools in front of all users, including free accounts. The report described that as a contrast between betting on user stickiness and betting on faster reach.