微软 - 2025 年第四季度 CIO 调研要点：长期趋势推动份额提升-Microsoft-4Q25 CIO Survey Takeaways – Secular Trends Driving Share Gains

January 14, 2026 02:07 AM GMT Microsoft | North America 4Q25 CIO Survey Takeaways – Secular Trends Driving Share Gains M CIOs expect modest acceleration in software budgets to +3.8% in '26 (vs 3.7% in '25), while Microsoft remains in pole position to garner increasing IT Wallet share as GenAI adoption ramps and cloud migrations pick up, with improving Copilot penetration over the next 3 years. Remain OW and Top Pick. Key Takeaways Microsoft Remains Key Generative AI Winner Benefitting From Durable Cloud Tra ...