It's especially puzzling that while all this is happening they're practically forcing people onto cloud office suite.
Proton at home, o365 at work. Sure o365 is recurring revenue for them but their victims aren't stupid either and when companies are tightening up their budgets that high monthly bill will start looking like a good brag to have on an annual evaluation.
There was always the fear of it not working right if they migrated off office but I think people care less these days if a word document doesn't render right and they've made drastic changes to the various office applications so familiarity is less of a factor. Fuck it we're on google docs, fuck it we're running collabera, fuck it we're going to libre office.
It feels like they gave up advantages chasing fads, cloud fad, mobile computing fads, LLM fads.. They have at most half the success they hoped and come out the other side with less leverage. Which is most of how the whole world got locked into their software in the first place.
I worked at one place and they had an 80k budget to virtualize their servers and it was TIGHT! The budget for microsoft licensing was 2 million/year or something. I just don't see them being able to walk into a negotiation and bully people like that much longer.