enterprise market

Winsage
November 23, 2025
Microsoft's CEO Satya Nadella highlighted that over 150 million users are engaging with its Copilot assistant, which aims to enhance productivity in various sectors. However, there are challenges in the enterprise market, with clients hesitant to adopt Copilot licenses and some wanting to reduce their licenses. Copilot, launched as an add-on to Microsoft 365, helps with tasks like summarizing emails and creating presentations. Microsoft has invested heavily in AI, particularly through its Azure cloud infrastructure, which reported a 40% revenue growth. Competing tech companies like Adobe, Google, Salesforce, and Workday are also targeting the enterprise AI market. Despite skepticism, over 90% of Fortune 500 companies use Microsoft 365 Copilot, and some organizations have purchased large numbers of licenses. To encourage adoption, Microsoft plans to introduce a new tier for Microsoft 365 Copilot Business and has offered discounts in the past. Companies like Land O'Lakes and Pearson have successfully integrated Copilot into their operations. Microsoft is also collaborating with Anthropic to enhance its AI offerings. Daily usage of Copilot among commercial sales and support staff has increased, indicating growing internal traction.
Winsage
September 3, 2025
Microsoft's Mixed Reality Link app now supports Windows on Arm PCs, allowing users of Arm-based devices like the Surface Pro 11 to connect with Meta Quest 3 and Quest 3S headsets. This update, rolled out around August 29 via the Microsoft Store, enables users to stream their Windows desktop and create a multi-monitor setup with up to three virtual screens. Initially launched for x86-based PCs in December 2024, this expansion to Arm reflects Microsoft's commitment to feature parity across its hardware ecosystem. The update strengthens the partnership between Microsoft and Meta, aiming to establish mixed reality headsets as essential tools for work and leisure. The Meta Quest 3S, recently launched, is designed to make VR technology more accessible, and includes an "Xbox Edition" bundle with an Xbox controller and Game Pass subscription. This update positions Microsoft strategically in the spatial computing landscape, targeting mainstream consumer and prosumer markets while maintaining Windows as a core productivity hub.
Winsage
June 23, 2025
Desktop shipments to businesses increased by 22%, accounting for 17% of total enterprise PC sales, as companies prepare for the end of support for Windows 10. In contrast, overall PC shipments for consumers rose by only 9%. Canalys reported that during the first four months of 2025, overall PC shipments rose by an average of 9%, with desktops increasing by 8% and notebooks by 10%. Windows 11 adoption is currently at 43%, while Windows 10 stands at 53%. IDC forecasts a potential contraction in the global PC market due to stabilization from the migration to Windows 11 and expected worsening macroeconomic conditions.
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