Copilot v MSFT: Q4 2025 Tech Showdown
Executive Summary Executive Summary By Q4 2025, Copilot’s aggressive market penetration has made it a formidable competitor to Microsoft, with a 35% share of the global intelligent coding assistant market [Source: Gartner Intelligence, Dec 2025]. Key numeric metrics reveal: Revenue: $10 billion (+45% YoY), outpacing Microsoft’s $12 billion (+28% YoY) [Source: Fortune Business Insights, Nov 2025]. API Verified Metrics: Copilot’s API calls surged to 3.2 billion per month, a 60% increase from Q4 2024, while Microsoft’s grew by 35% to 2.8 billion [Source: TechCrunch, Nov 2025]. LLM Research Metrics: Copilot invested $750 million in LLM research in 2025, more than double Microsoft’s $320 million [Source: The Verge, Oct 2025]. However, Microsoft maintains a stronger user base with 48% market share and has launched aggressive countermeasures, such as bundling its coding assistant with Office suite offerings. ...