Microsoft’s latest Q3 FY26 earnings reveal more than just strong financial performance—they signal a major shift in how customers will be charged for AI.
In this breakdown, Adam Mansfield explains the key takeaways from Microsoft’s earnings call, including rapid Azure growth, surging Copilot adoption, and the expansion of AI-driven revenue. But the real story isn’t just AI—it’s how Microsoft is restructuring its licensing model.
Customers must now prepare for a hybrid pricing approach that blends traditional seat-based licensing with consumption-based models. This shift introduces new risks around cost overruns, limited usage entitlements, and lack of transparency.
If you’re negotiating with Microsoft or planning renewals, understanding these changes is critical. Learn how to protect your organization, manage consumption, and push for better pricing terms before it’s too late.