Microsoft Guide probably

Microsoft Last week, he said he plans to stop providing discounts on the shopping businesses for Microsoft 365 and other cloud applications.

Since the announcement, analysts have published estimates of how many more customers will finally pay. But for investors trying to find out what everything means for Microsoft’s funds, UBS analysts have said the changes are already taken into account.

“In our view, we can safely assume that the impact of pricing change was included in the Microsoft forecast, analysts write in the report in the end of Tuesday. They have a stock purchase rating.

Microsoft did not respond to a comment request.

Microsoft’s disclosure, August 12, took place two weeks after the software company, this is his financial income report in the fourth quarter Gave out the forecast This included double -digit revenue growth per year for the new fiscal year. After the report, the stock increased by 4%.

Microsoft said in her Message in the blog Announcement of pricing changes that “this update relies on a consistent pricing model already created for services such as Azure, and reflects our constant commitment to greater transparency and alignment on all buyers’ channels.”

The change extends to companies that have enough employees to get them to the price levels known as A, B, C and D. This comes into force when organizations sign up for new services or restore existing agreements starting on November 1.

Jay Cuthrell, Head of Microsoft Partner Nexustek products, said customers will see a price increase by 6% to 12%. Partners estimate up to 3% and up to 14%, UBS analysts write.

Microsoft 365 commercial places, measuring the number of licenses that customers buy for their workers is less than 10% since 2023. Microsoft seeks to bring more revenue to place by selling supplements from the Capurate and transfer some users to more expensive plans.

The expansion of this part of the business is crucial. Most of Microsoft’s $ 128.5 billion in the 2025 financial profit occurred from the performance and business process, and about 73% of the income in this segment came from the Microsoft 365 commercial products and cloud services.

Some customers may agree to pay Microsoft more to continue to use apps rather than switch to alternative services, said Adam Mansfield, which is engaged in practice at the Uperedge Advisory Firm. They can also reduce their commitments to Microsoft in other areas such as Azure Cloud Infrastructure, Mansfield said.

One way that companies can potentially pay lower prices with the discounts of discounts -buying through cloud resellers rather than straight, said Nathan Taylor, senior vice -president of the SourcePass company, a provider of IT services serving small businesses.

Taylor has not yet received many leading Microsoft change.

“It will take some time for this information to spread to the industry as a whole,” he said.

This year, Microsoft shares increased by 20%and NASDAQ scored about 10%.

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