Why Microsoft matters
Microsoft 365 Copilot passed 30 million paid seats in the quarter ended June 30, 2026, up from about 20 million a quarter earlier, per its July 29, 2026 results. Azure revenue grew 43% that quarter and exceeded $100 billion for the fiscal year. Microsoft Foundry now offers more than 11,000 models and hosted agents that publish directly into Microsoft 365 Copilot and Teams.
The numberMicrosoft 365 Copilot reached more than 30 million paid seats in FY26 Q4 (reported July 29, 2026)
North Carolina connection
Microsoft has a large campus in Charlotte, NC and an office in Morrisville in the Triangle.
On The Agentic 80
Listed under Frontier labs and platforms. The model makers whose agent products set the pace for everyone else.
On The All Things AI 100
Listed under Frontier labs. The companies training the largest models.
Quick answers
- What does Microsoft do?
- Sells Microsoft 365 Copilot, Copilot Studio for building agents, and the Microsoft Foundry AI platform. Microsoft 365 Copilot passed 30 million paid seats in the quarter ended June 30, 2026, up from about 20 million a quarter earlier, per its July 29, 2026 results.
- What AI capabilities does Microsoft offer?
- Microsoft offers Microsoft 365 Copilot, which drafts, summarizes, and analyzes content in Office apps, Outlook, and Teams. Copilot Studio lets organizations build custom agents that use company data and workflows. Microsoft Foundry is an Azure platform for selecting models, building agents, and deploying and governing AI applications for business use.
- Why is Microsoft on The Agentic 80?
- Microsoft is listed under Frontier labs and platforms. The model makers whose agent products set the pace for everyone else. Microsoft 365 Copilot reached more than 30 million paid seats in FY26 Q4 (reported July 29, 2026).
- Why is Microsoft on The All Things AI 100?
- Microsoft is listed under Frontier labs. The companies training the largest models. Microsoft 365 Copilot reached more than 30 million paid seats in FY26 Q4 (reported July 29, 2026).
- Where is Microsoft based, and who owns it?
- Microsoft is based in Redmond, WA, was founded in 1975 and is public (NASDAQ: MSFT).