Microsoft (MSFT) pushes back on report of lowering AI sales goals after missing them in FY25

A report suggested that Microsoft had missed its AI growth targets in its last fiscal year, with its stock slipping on the news.

Microsoft is pushing back on a report that it may have lowered AI sales growth goals for its company after many of its employees failed to meet those goals in its last fiscal year. While the company does not refute that it missed those goals, it does claim that the lowering of its goals for FY26 is inaccurate.

It was The Information that recently published a report making claims about Microsoft’s lowered AI sales growth goals for its current fiscal year. The claim was related to the company’s Foundry product, which is an Azure platform that companies in which companies can build and utilize AI agents to assist in various projects and organization. Reportedly, only a fifth of salespeople in one Azure unit met the sales growth target of 50% set by Microsoft, according to sources familiar within the company.

While Microsoft didn’t speak to its employees missing goals, it did respond to the part of the report that suggested it had lowered its sales goals. A Microsoft spokesperson said that no goals had been adjusted for FY26 based on the missed targets in the previous fiscal year.

AI continues to be a trend in technology that had many of the largest companies deeply invested, but monetizing the technology seems like a different problem altogether. Microsoft is deep in the trend as anyone, and its successes and misses related to the tech are having a visible impact on its business and share price. As we watch for further updates, stay tuned to the AI topic.