Microsoft's AI Money Machine: The Real Economics of Copilot Deployment
FinOps & Cloud Economics

Microsoft's AI Money Machine: The Real Economics of Copilot Deployment

Microsoft’s Copilot strategy shifts enterprise economics: price list unification cuts discounts, ARPU becomes ARPA, and ROI remains uncertain as costs rise by 15–25% annually.

August 22, 2025
Microsoft's Licensing Evolution Part II: From Human Seats to Agent Revenue—The New Frontier
Microsoft

Microsoft's Licensing Evolution Part II: From Human Seats to Agent Revenue—The New Frontier

Microsoft moves from licensing human users to licensing digital agents, with Entra Agent ID, Copilot orchestration, and embedded knowledge creating a new revenue model where ARPAA joins ARPU in EA negotiations.

August 14, 2025
How Microsoft Built AI Into Everything: The Hidden Costs of Enterprise AI Adoption
AI

How Microsoft Built AI Into Everything: The Hidden Costs of Enterprise AI Adoption

Microsoft turned AI from a product into a platform: Copilot triggers broad enterprise purchases, drives 15–20% spending increases, but only 20% of buyers deploy it at scale.

July 31, 2025
Maximising Revenue with Azure Arc and CSP Hosting
SPLA and CSP Hosting

Maximising Revenue with Azure Arc and CSP Hosting

SPLA, CSP-Hosting, and SQL with Azure Arc can all drive growth—if used strategically. This article explains how to combine them profitably while avoiding audit risks.

July 24, 2025
Microsoft's Q3 FY25: Strong on the Surface, Complexities for Customers Beneath
Microsoft

Microsoft's Q3 FY25: Strong on the Surface, Complexities for Customers Beneath

Microsoft’s strong Q3 FY25 results mask deeper challenges for customers—from mandatory CoPilot bundling and declining MACC discounts to a sales shift favoring AI, Security, and partner-led deals.

May 14, 2025
Microsoft’s Bet on Agentive AI and the Future of Productivity
Microsoft

Microsoft’s Bet on Agentive AI and the Future of Productivity

Microsoft transforms its AI strategy by shifting from traditional software to agentive AI, with Copilot becoming the new interface for productivity and enterprise automation.

May 13, 2025
From Floppy Disks to Cloud Subscriptions
Licensing

From Floppy Disks to Cloud Subscriptions

From dongles and perpetual EULAs to AI-driven subscriptions and blockchain enforcement — software licensing became a $850B+ force reshaping enterprise IT.

March 25, 2025
FinOps Trends: Cloud Strategies and Optimization
AI

FinOps Trends: Cloud Strategies and Optimization

FinOps Trends 2025: companies shift back to on-premises solutions, optimise cloud expenses, and adopt generative AI.

March 20, 2025
Cloud cost savings: where do you begin?
Azure

Cloud cost savings: where do you begin?

Use these 12 targeted questions to identify Azure cost-saving opportunities and improve budget control.

March 13, 2025
Windows Server 2025 with Azure Arc Pay-as-you-Go
Windows Server

Windows Server 2025 with Azure Arc Pay-as-you-Go

Although it is an excellent update that provides better customer choice in licensing Windows Server 2025, the Pay-as-you-Go option is so far unusable considering the current language in Microsoft Product Terms.

December 02, 2024
Microsoft Budgets, Discounts, and investment in AI
Microsoft

Microsoft Budgets, Discounts, and investment in AI

Microsoft’s escalating cloud costs and aggressive pricing strategies raise concerns: Is the surge in Azure spending and AI investments truly benefiting enterprises, or just boosting Microsoft’s profits?

November 21, 2024
Windows Server BYOL decoded
SPLA and CSP Hosting

Windows Server BYOL decoded

Understand the differences between many Windows Server licensing scenarios in the Cloud. We compare terms for Azure, AWS, Google, and “regular” providers.

February 01, 2024