Microsoft reports massive cloud uptick as CMA questions licensing | Computer Weekly
Summary
Microsoft reported strong cloud and commercial software growth in its fourth quarter 2025 results. Azure and other cloud services grew sharply, and Microsoft also credited higher adoption of Microsoft 365 Copilot and E5 offerings for revenue gains. The company highlighted large enterprise migrations, including Nestlé’s move of SAP workloads from on-premise datacenters to Azure using Rise with SAP. At the same time, the UK CMA said Microsoft’s licensing practices reduce competition in the public cloud market by making AWS and Google less competitive. The article connects Microsoft’s financial momentum with broader cloud market dynamics and ongoing antitrust pressure.
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