It's true. It was likely at least to me. They were raisng pricing and expenses were getting out of hand. Even mega corps like Microsoft have a limit before the stock holders start to ask for the board's heads.
I am actually encouraged by the most recent news and more importantly the expressly stated upper management purge. This will save money, and should help make things run smoother and more efficently. It is pretty much basic A,B,C's of running a buisness.
Of course I am not going to celebrate right away as this is Microsoft, and if there is anything I've learned about this company is if there is a way to fuck something up, they will head right for it.
Now they need to stop releasing vibe coding. It is one thing to use AI to set something up and start testing but quite another to relase it wholesale as a final product.