The beginning of the trading day revealed new tension in the competitive technology market, after reports emerged that generated concern among investors and analysts. The discussion revolves around the true pace of business adoption of artificial intelligence tools, a segment that has become one of the industry’s big bets.
Microsoft shares fell more than 2% after the publication of a report from The Information, which indicated that the company had reduced growth targets for sales of AI software because many of its vendors failed to meet their goals during the last fiscal year. Microsoft rejected that version and assured that it has not adjusted its quotas or sales objectives. “Aggregate sales quotas for AI products have not been reduced, as we informed you prior to publication,” a company spokesperson said.
According to The Information, the delay in sales would be concentrated in Foundry, an Azure business platform that allows companies to create and manage AI agents capable of operating autonomously. The outlet cited two salespeople from the cloud unit, who said that less than a fifth of Azure sales teams in the US achieved the 50% growth target assigned to Foundry. In another unit, where the goal was to double sales, the quota would have been reduced to 50%, after the majority did not reach the goal.
Microsoft argued that the media “incorrectly combined the concepts of growth and quotas,” refuting that there were changes in the official parameters.
The AI agent sector, driven by companies such as OpenAI, Google, Anthropic, Salesforce and Amazon, promises to transform tasks and accelerate processes, but its adoption in traditional companies is moving more slowly. The Information recalled the case of Carlyle, which faced difficulties integrating data and subsequently reduced its investment in these tools.
As the industry attempts to gauge the true reach of generative AI in the corporate environment, market reactions show that questions remain about the pace and depth of its adoption.
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