Stock Markets June 26, 2026 02:24 AM

Italian Regulator Opens Probe into Microsoft Over Microsoft 365 Price Change

Antitrust authority examines whether automatic migration to pricier plans tied to Copilot and Designer integration limited consumer choice

By Ajmal Hussain
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Italy's antitrust authority has launched an investigation into Microsoft, examining whether the company engaged in unfair commercial practices when it integrated AI tools Copilot and Designer into Microsoft 365 and moved users onto a higher-cost subscription by default without adequate information or consent.

Italian Regulator Opens Probe into Microsoft Over Microsoft 365 Price Change
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Key Points

  • Italy's antitrust authority has opened an investigation into Microsoft over the Microsoft 365 price increase tied to integration with Copilot and Designer.
  • Regulator says consumers were auto-migrated to a more expensive subscription unless they opted out and received insufficient information to decide about renewals.
  • Sectors impacted include enterprise and consumer software subscriptions, cloud services, and digital consumer protection frameworks.

ROME, June 26 - Italy's competition watchdog said on Friday it has initiated a formal inquiry into Microsoft concerning alleged unfair commercial practices connected to a price rise for its "Microsoft 365" subscription service.

In its statement the regulator said Microsoft did not sufficiently inform customers that Microsoft 365 had been updated to include artificial intelligence features labeled Copilot and Designer. The watchdog said that, as a result of the change, users were automatically transferred to a more expensive subscription tier unless they took active steps to opt out.

Authorities added that the information consumers received was insufficient to make an informed decision about whether to renew their contracts with the service. The regulator characterized the conduct as potentially aggressive, arguing it unduly restricted consumers' freedom of choice.

The agency's concerns focus on communication and consent around the integration of new AI capabilities and the billing or subscription implications for end users. The inquiry centers on whether the company provided clear, timely and complete information that would allow customers to evaluate the change before being moved to a pricier plan.

Microsoft was not immediately available for comment, the watchdog noted.


Context and implications

The probe examines three core elements described by the regulator:

  • Whether customers were adequately informed that Copilot and Designer had been integrated into Microsoft 365;
  • Whether the company automatically migrated consumers to a higher-priced subscription unless they actively opted out;
  • Whether the information provided around contract renewal was sufficient for consumers to decide on continuing the service.

The authority described the practice as possibly amounting to aggressive commercial behaviour because it could limit consumer freedom of choice.


What remains unclear

The regulator's action confirms an inquiry has begun, but the statement does not detail the next procedural steps, potential timelines, or any specific remedies it may seek. The company has not issued a response to the regulator's announcement at the time the watchdog reported the probe.

The investigation concentrates on the interaction between product changes that introduce new features and the communication and consent practices tied to subscription pricing and renewal.

Risks

  • Regulatory risk - the investigation could lead to enforcement actions if the authority finds the practices unlawful, affecting Microsoft and subscription-based software providers.
  • Consumer trust risk - findings that information was insufficient or that migration was aggressive could harm perceptions of subscription transparency in the software sector.
  • Uncertainty on procedural outcomes - the statement does not specify timelines or remedies, leaving markets and affected users with limited clarity.

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