---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000809458.md"
description: "$Microsoft(MSFT.US) Microsoft has had trouble convincing investors that it has a winning artificial-intelligence strategy, but they might be looking at the company's big AI initiatives all wrong, according to a Morgan Stanley analyst Adam Wood. Azure and Copilot are keys to the stock. Azure and Copilot show that Microsoft's AI investments are translating into durable value creation. With Azure, Microsoft is showing its ability to monetize infrastructure demand, and Wood believes the market is incorrectly valuing the cloud unit as a "bare-metal" or "commodity" AI infrastructure provider, whereby customers buy compute and inference capacity but not much else. On the other hand, Copilot-driven average revenue per user is becoming a great revenue driven tool. Microsoft has the opportunity to grow its revenue stream through Copilot seat adoption, push user migration towards Microsoft's M365 E7 subscriptions, and leverage a new consumption-based monetization strategy. @Captain's Treasure"
datetime: "2026-07-22T02:33:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000809458.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000809458.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000809458.md)
author: "[NewUser_CkrdqW ](https://longbridge.com/en/profiles/16451694.md)"
generator: "portal-rs"
---

# $Microsoft(MSFT.US) Microsoft has had trouble conv…


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## Comments (2)

- **Fattycat · 2026-07-22T13:10:17.000Z**: Cheers 🥂
- **TXY · 2026-07-22T05:23:14.000Z**: azure mispriced as commodity i can buy, but copilot is the unproven leg, seats keep getting added yet real usage and retention data stays thin. azure alone probably carries the stock anyway.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**