Microsoft's gutting of discounts for some clients likely baked into guidance, analyst says

1. Microsoft ends discounts on Microsoft 365 enterprise subscriptions starting November 1. 2. Analysts predict price increases of 6% to 12% for customers. 3. UBS analysts believe financial impact is already priced into Microsoft’s guidance. 4. Microsoft aims for higher revenue per seat through add-ons and premium plans. 5. Stock rose 20% this year, outpacing the Nasdaq's 10% gain.