---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43052440.md"
description: "$Microsoft(MSFT.US) Key catalysts for the next few quarters:Azure new capacity release＋ Microsoft 365 price increases gradually entering renewal phase＋ Cowork first full-charge implementation＋ Commercialization of Security Copilot and Defender/Purview＋ Continued expansion of Copilot seats＋ Decrease in cost base after layoffs－ Depreciation, leasing, and AI inference costs for new data centersThe significant increase in leasing may cause a jump in capital expenditures, while also enabling faster deployment and revenue recognition, leading to better marginal ROI at the expense of some gross margin."
datetime: "2026-07-29T21:17:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43052440.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43052440.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43052440.md)
author: "[SpiceMonkey](https://longbridge.com/en/profiles/17534703.md)"
---

# $Microsoft(MSFT.US) Key catalysts for the next few…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [002245.CN](https://longbridge.com/en/quote/002245.CN.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)

## Comments (1)

- **SpiceMonkey · 2026-07-29T21:24:37.000Z**: Gross Margin:M365 price increase and security suite boost ARPU＋ Copilot seat expansion increases software revenue share＋ MAI and open models reduce average model invocation costs＋ Maia lowers hardware inference costs＋ Higher new capacity utilization dilutes depreciation＝ Gross profit growth signific