
ResearchApr 2, 2026
Microsoft Worst Quarter Since 2008 as AI Competition Intensifies —'Redmond Is in a Pickle'
Microsoft stock worst quarter since 2008 as AI competition intensifies. Copilot AI has only 3% adoption among Office customers. Bloomberg says 'Redmond is in a pickle' as Anthropic and OpenAI agents threaten to disintermediate Microsoft products.