Results for: Office 365

Bank of America Securities analyst Bradley Sills maintains a ‘Buy’ rating on Microsoft, citing its strong position to achieve sustained low double-digit growth fueled by cloud platforms Azure and Office 365, as well as Xbox’s thriving gaming business. Sills expects Microsoft to deliver robust first-quarter fiscal 2025 results, with potential upside driven by Azure adoption, Office premium upgrades, and AI-led growth. He forecasts a 33%-34% year-over-year increase in Azure revenue, driven by cloud migration and AI integration. While the stock has recently faced headwinds due to concerns about increased capex and limited visibility on ROI, Sills remains optimistic, highlighting Microsoft’s strong growth trajectory and compelling valuation.

The European Union has accused Microsoft of engaging in illegal bundling practices by tying its Teams chat app to its Office 365 and Microsoft 365 subscriptions. This is the first antitrust charge against Microsoft in the EU in 15 years and could lead to a hefty fine and changes to its software products.

Microsoft has implemented a new Merge Formatting option in Word, making it easier for users to paste text without ruining the formatting of their document. This option is now available in the latest version of Microsoft 365 Insiders and is expected to be rolled out to all users soon.