the true impact won't be felt until 1-2 years time, not sure if they do their earning report quartery, bi or yearly.
They are dealing with other companies that have the resources to make it very tricky for them, by legal actions and even if they T&Cs or insurance policy cover them. The cost of doing business will be more expensive for them to purchase insurance and due to tighter KPIs, SLAs and T&Cs.
It's not just the monetary aspect, it's the level of trust... can Microsoft trust them at the time of renewling the service or will they go for an alternative solution, can investors trust them not drop 25% in over two weeeks.
The factor that they seem to do a global roll out, tells me that their release management needs looking at and that they knew the solution straight away tells me that it change control issue.