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It looks like Microsoft customers should expect continuing cloud capacity constraints and hefty Microsoft capital expenditure spending for the foreseeable future.

Microsoft closed out its fiscal 2026 and looked ahead to 2027 on its July 29 earnings call. Revenue in Q4 was $90 billion, up 18 percent from the year-ago quarter, while profit was $35...


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Just three years after introducing its AI-centric security offering, Security Copilot, Microsoft is rolling out yet another new end-to-end security platform called “Project Perception.” Perception will go into preview worldwide on Au...


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The mandate is in: Flat budgets. But the increase in your Enterprise Agreement is not one that flat budgets can absorb. To make matters worse, the gap is compounding, thanks to expiring price protections, the


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Every Microsoft 365 E5 renewal landing in 2026 or 2027 looks like a pricing exercise. Size up the increase, claw back what you can, sign.

In November 2025, Microsoft eliminated Enterpris...


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