Microsoft 365 (commercial and consumer)
Commercial list prices for several suites rose on July 1, 2026. Productivity and Business Processes revenue grew 14% in the June 2026 quarter.
The numbers
What it is
The Office, Teams, Windows commercial licensing and security subscription bundle sold to enterprises, frontline workers, small businesses and households. Per-seat revenue is recurring.
Why it matters to the stock. Price increases lift revenue per seat without new customers, and they show up as renewal-driven revenue in later quarters.
News
Office 2021 and Windows 11 24H2 Home/Pro reach end of support on Oct. 13
Microsoft's lifecycle table lists October 13, 2026 as the end-of-support date for the Office 2021 family, including Publisher 2021 and Word 2021, and for Office LTSC 2021.
Microsoft 365 commercial list prices rise on July 1, E5 to $60
Commercial price changes for several Microsoft 365 and Office 365 suites took effect July 1, 2026.
UK CMA opens strategic market status investigation into Microsoft business software
The UK Competition and Markets Authority formally opened its strategic market status investigation into Microsoft's business software ecosystem on May 14, 2026.
Microsoft launches 365 E7 Frontier Suite at $99 per user, GA May 1
Microsoft introduced Microsoft 365 E7, a bundle that combines Microsoft 365 E5, Microsoft 365 Copilot and Agent 365 with Entra Suite and advanced security, priced at $99 per user.