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CLAIM #44726 · Microsoft Corporation (MSFT) · 2025Q2 earnings call · Jan 29, 2025 · due Jan 29, 2027

15% of premium priced laptops in the US this holiday were Copilot+ PCs and we expect the majority of the PCs sold in the next several years to be Copilot+ PCs.

Satya Nadella · CEO

PENDING
graded after results covering Jan 29, 2027 are reported

How to check this claim

Look at: Copilot+ PCs as a share of total PCs sold (unit shipments)

It came true if: Copilot+ PC share of total PC unit sales > 50%

Where: Third-party PC market research (IDC/Canalys/Gartner PC shipment reports) or Microsoft management commentary on earnings calls

In context

g fast up over 25% year-over-year. More broadly what we are seeing is Copilot plus agents disrupting business applications and we are leaning into this. With Dynamics 365, we took share as organizations like Ecolab, Lenovo, RTX, Total Energies, and Vizient switched to our AI powered apps from legacy providers. In Healthcare, DAX Copilot surpassed 2 million monthly physician patient encounters up 54% quarter-over-quarter. It is being used by top providers like Mass General Brigham, Michigan Medicine, Vanderbilt University Medical Center to increase productivity of their physicians. When it comes to Windows, we are seeing momentum build as we approach end of support for Windows 10. Customers are choosing the latest Windows 11 devices for their enhanced security and advanced AI capabilities. 15% of premium priced laptops in the US this holiday were Copilot+ PCs and we expect the majority of the PCs sold in the next several years to be Copilot+ PCs. We also see more and more developments from Adobe and CapCut to WhatsApp build apps that leverage built-in NPUs. And they will soon be able to run DeepSeek's R1 distilled models locally on Copilot+ PCs as well as the vast ecosystem of GPUs available on Windows. And beyond Copilot+ PCs the most powerful AI workstation for local development is a Windows PC running WSL 2 powered by NVIDIA RTX GPUs. Now on to Security. We continue to make progress with our Secure Future initiative and we are applying what we have learned introducing over 80 new product capabilities over the past year. With Security Copilot organizations across private and public sector like City of Johannesburg, Eastman, Intesa, National Australia Bank, NTT can resolve incidents 30% faster. Data governance is increasingly cri

Verify independently

SEC filings for MSFT · Claim quote is verbatim from the 2025Q2 earnings call.