Microsoft shares slipped more than 2% after a report said sales teams missed aggressive growth goals for the company’s Azure Foundry AI offering, prompting speculation that targets were cut. Microsoft disputed the account, saying it has not lowered sales quotas and that the report conflated growth rates with quotas. The Information reported that fewer than 20% of sellers in one Azure unit hit a 50% growth target for Foundry, while another unit initially aimed to double sales before reducing the goal to 50% after shortfalls. The episode underscores the gap between enthusiasm for AI agents and slower enterprise adoption, even as rivals including OpenAI, Google, Anthropic, Salesforce and Amazon push their own tools. Microsoft maintained that aggregate AI quotas remain intact.
Microsoft shares fall after report says AI product sales missed growth targets
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