Financial PerformanceMSFT expects total revenue to come below consensus guidance, marking the 8th time in the last 10 quarters.
Market DemandMixed industry conversations on Office 365 Copilot adoption due to pushback on price points, potentially requiring packaging changes to drive more adoption.
Product ReadinessOpenAI's new o1 model is not quite ready for primetime evidenced by current cost (~3x more than GPT-4o), rate caps, and limited air time during the launch of M365 Copilot Wave 2.