I don't think 2% of M365 is necessarily bad numbers. Office is prevalent, for all kinds of and even the simplest of office work. Not everyone needs AI or has the technical expertise or awareness of what this offer even means. Some people may not have launched their Office for one or two years but still have a paid license.

There's also a free copilot for GitHub users, which may be necessary as a teaser and testing, and adoption. That may also offset "adoption" by measure of commercial licenses instead of active users.

I didn't like the initial focus on that number of sold licenses in the article. Of course, they expand upon it and draw a broader picture afterwards.