BREAKING
Investors flag Microsoft Copilot worry
The double-whammy
Copilot lag
●
Trails Claude Cowork
●
UX seen behind rivals
SaaSpocalyse
●
Agents displace per-seat SaaS
●
Rising churn risk
0
M
paid seats Q2 FY26
0
%
of M365 seats
0
%
conversion rate
Copilot loses head-to-head picks
Chatbot traffic share
14.1
Copilot selection
8
Copilot vs Claude Cowork
Copilot
●
Deep M365 cloud integration
●
Governance via Purview
Claude Cowork
●
Autonomous desktop agent
●
Edge in doc autonomy
Can M365 base close the gap
AI NEWS BLITZ
Investors are warning that Microsoft's Copilot is falling behind rival AI agents.