You’re right that Microsoft’s main source of income is enterprise customers. But at the same time, I strongly believe that IT departments worldwide would start to seriously consider what tasks they really need Windows or Microsoft Office for and start considering giving as many employees as possible Macs or Chromebooks or even Linux systems. An additional $5 a month multiplied by a thousand systems is $60,000 p.a. I do see IT directors trying to minimise the number of Windows licenses wherever possible in that case. Does the receptionist really need Windows when the scheduling software is cloud-based? Can we replace it with a Chromebook? Is it finally worth it to give the designers the Macs they’ve been clamouring for? And the big one—do we really need Active Directory specifically now that everyone’s got a Mac or a Chromebook? These are questions that have to be answered by IT departments worldwide and every time they’re answered in the affirmative, it costs Microsoft another customer. Not everyone will switch, but the impact will still be non-negligible, and people will also think twice before getting Microsoft systems in the future.
I think you’re right. Microsoft isn’t stupid enough to try this.
That’s true and if Microsoft decrees “Windows is included at no charge with a Microsoft 365 license”, I would think that’s many times more palatable.