Overview
- Five million developers tried Copilot for the first time in the last quarter, lifting its all-time user count from 15 million in April.
- Ninety percent of Fortune 100 companies now use Copilot, underscoring its deep penetration in large enterprises.
- Satya Nadella said Copilot’s revenue in 2024 outpaced GitHub’s overall business at the time of Microsoft’s 2018 acquisition.
- Cursor has grown its annual recurring revenue from about $200 million to more than $500 million since March, reflecting a surge in adoption.
- GitHub and competitors including Google, OpenAI, Anthropic and Cursor are rolling out AI agents for automated code review and developer workflow automation.