Veytics Intelligence
2026-09-22 · Yahoo

Microsoft Just Got a New Potential Boost for Azure

This article first appeared on GuruFocus. Microsoft (MSFT, Financials) could gradually get another lift from Azure as contracts renew and pricing resets, according to BNP Paribas following a meeting with company executives. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.MSFT GF Value chart Microsoft said it is not tearing up existing contracts to raise prices. Instead, higher rates would take effect when contracts expire, meaning any pricing benefit should build gradually rather than immediately accelerate revenue.

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