SouthernValue @SouthernValue95 · 30 Jul 2026
If I assume that Copilot can sustain +10M paid seats/qtr, it would reach ~110M seats (~22% penetration) by FY28. Separately, if I assume that MSFT is able to get 10% penetration of its premium E7 Agent security and orchestration SKU, and that otherwise the business grows at https://t.co/N8U9qjev0s
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