Microsoft Upgraded at Jefferies on 365 Copilot
<p>Jefferies analysts reiterated a Buy rating and a Franchise Pick designation for <a href='https://financialmodelingprep.com/financial-summary/MSFT'>Microsoft (NASDAQ:MSFT)</a> after conducting a detailed analysis of Microsoft Copilot 365.</p>
<p>Microsoft is set to make M365 Copilot generally available on November 1, and it has already garnered significant interest, with over 10,000 customers ready to adopt it.</p>
<p>The firm’s analysis suggests that M365 Copilot could potentially drive around $3 billion in revenue in fiscal 2024 and over $19 billion in 2025, representing an approximately 8% upside to their 2025 total revenue estimate. This assumes conservative adoption rates and no discounts.</p>
<p>Furthermore, the general availability of Windows Copilot on September 26 could have a positive impact on Bing Ad revenue, as Windows Copilot users in the preview have reported seeing Bing Ads in their search results.</p>

NASDAQ:MSFT