Salesforce has filed a lawsuit against Microsoft in the United Kingdom, alleging that Microsoft illegally bundles its Teams collaboration software with other products in a way that shuts out competitors like Slack. The legal action marks a significant escalation in the long-running rivalry between the two enterprise software giants. Separately, Salesforce announced plans to hire 1,000 recent graduates to accelerate development of its AI platforms.
A successful antitrust ruling against Microsoft in the UK could force it to unbundle Teams from Office 365 and Microsoft 365 suites, potentially opening market share for Slack and boosting Salesforce's enterprise software revenue. This lawsuit adds legal and reputational risk to Microsoft while signaling that Salesforce is willing to fight aggressively on multiple fronts — litigation and AI hiring — to close the competitive gap. Both stocks could see volatility as this case develops.
UK Competition Appeal Tribunal: watch for case acceptance and preliminary hearing dates, likely Q3 2025. Salesforce Q1 FY2026 earnings: expected late May 2025. Microsoft Q3 FY2025 earnings: April 30, 2025.
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