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Microsoft Copilot for M365 | Golden Door Research

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Restricted Institutional Research • MSFT

Microsoft Copilot for M365

Institutional research, investment thesis, and fundamental review.

December 22, 2025

Vijar Kohli

The Logistics

Product Name: Copilot for Microsoft 365
Core Promise: "Your AI assistant for work."
Pricing Model: Flat fee per user.
List Price: $30/user/month (Added on top of the E3/E5 license).
Revenue Impact: For a standard E3 customer (~$36/mo), adding Copilot almost doubles their bill. This is the biggest ARPU expansion opportunity in Microsoft history.

The Buyer: The CFO

While the CIO implements it, the CFO must approve this massive line item.

The Pain: "Knowledge workers waste 40% of their time searching for files or summarizing meetings."
The Pitch: "For the cost of one lunch ($30), you get an employee who is 20% more productive."

Key Features (The "Why")

Teams Recap: The "Killer App." If you miss a meeting, Copilot generates a perfect summary of what was decided and what tasks were assigned to you.
Excel Python: You can ask Copilot to "Analyze this Q3 sales data and forecast Q4 trends," and it writes Python code to do the math instantly.
Word/PPT Generation: "Turn this Word doc into a 10-slide Deck." (Note: This feature is still hit-or-miss in practice).

Competitive Analysis

Feature	Microsoft Copilot	Google Gemini	Zoom AI Companion
Integration	Deep (Office 365)	Deep (Google Docs)	Meeting Only
Price	$30/mo	$20-$30/mo	Free (Included)
OS Access	Windows OS Integration	Browser Only	App Only
Graph	Microsoft Graph (Unbeatable)	Google Drive	None

The Verdict

The $30 price point is aggressive. Currently, adoption is limited to "Power Users" and executives. However, because Microsoft owns the "Context" (email, calendar, files), Copilot is structurally superior to any third-party AI tool.

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