Microsoft (NASDAQ: MSFT) has long charged businesses for each worker using its software, a model known as seat-based pricing. The one reason to buy the stock for the next 10 years is that Copilot, its AI assistant, is moving from per-seat subscriptions to usage-based pricing. This could have a significant impact on Microsoft's growth that isn't yet priced into the stock. The shift to usage-based pricing will allow Microsoft to sell into a bigger market and earn more per customer. The latest numbers in the earnings report show why this is a big deal. CEO Satya Nadella said, "The number of Copilot customers actively consuming credits through usage-based billing grew over 75% over the quarter." Customers are increasingly using Copilot to perform higher-value work, driving daily users up fivefold year over year.
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