The comments from Piper Sandler come as the software giant readies to launch its Copilot artificial intelligence subscription service offering Wednesday.
Microsoft may be on the brink of a watershed moment equivalent to Apple 's 2007 iPhone launch, according to Piper Sandler. "We see the formal release of M365 Copilot this week as an 'iPhone moment' for MSFT as part of a broader strategy to capitalize on a first-mover advantage in generative AI," wrote analyst Brent Bracelin in a Sunday note to clients, likening the scale potential to that of Microsoft Cloud in 2008.
mountain Microsoft shares since the start of 2023 The comments from Bracelin come as the software giant readies to launch its Copilot artificial intelligence subscription service offering Wednesday. The tool, first announced in July, adds AI capabilities to Office product for an additional $30 a month.
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