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Microsoft said last week that it plans to stop providing discounts on enterprise purchases of its Microsoft 365 productivity software subscriptions and other cloud applications.
Since the announcement, analysts have published estimates on how much more customers will end up paying. But for investors trying to figure out what it all means to Microsoft's financials, analysts at UBS said the change is already factored into guidance.
"In our view, it is safe to assume that the impact of the pricing change" was included in Microsoft's forecast, the analysts wrote in a report late Tuesday. They have a buy rating on the stock.
Microsoft's disclosure, on Aug. 12, came two weeks after the software company, it its f