Microsoft Ends Enterprise Discounts On Microsoft 365, Cloud Apps In November
1. MSFT to eliminate enterprise discounts on Microsoft 365, raising costs by 6-12%. 2. This pricing shift aligns with Azure’s model and boosts profit margins. 3. Analysts project double-digit revenue growth from Microsoft 365 for Q4 2025. 4. Microsoft accelerates AI investments, aiming for higher revenue per user. 5. MSFT stock has risen 20% YTD, exceeding NASDAQ's 10% gains.