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Microsoft Shifts Cloud Sales Pitch From Migrations To Meters

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Microsoft’s CEO described a shift in cloud growth emphasis from migrating workloads to usage-based “meters.” Management said migrations have pressured Intelligent Cloud gross margin, but margins improved during the quarter. Azure capacity remains the limit, while M365 Commercial seats rose 6% YoY and cloud revenue grew faster. Guidance projects double-digit revenue and operating income growth into fiscal 2027, with M365 growth to accelerate.

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