Companies that use Windows and Azure are locked into it by their use of things like AD, Intune, Exchange, OneCloud, SharePoint, Hello etc., on the infrastructure and ops administrative side, not necessarily by Office365. It’s almost impossible to make a clean break from all that for any company past a certain size.
History tells us that 85% of these people will move to Windows 11 despite what they say.
There is a real opportunity here for companies though.
Move employees to Office 365 online today ( see how many truly need the desktop apps )
Start moving early adopters to Linux ( still using Office 365 online )
Work to identify and replace any other software that is Windows only
When Windows 10 goes end-of-support, move everybody else to Linux
The few that really need Excel desktop could probably run it in a VM or via a virtual desktop ( thin client ).
You could probably stop there. Honestly, I doubt it would even bother Microsoft that much. Office and Azure is the business now.
From there, you could try to advance further if you want.
Move early adopters off Office 365
Drop Office 365
Honestly though, for many companies, you could almost get Office 365 for free just be combining it with your Azure spend and getting a discount.
Companies that use Windows and Azure are locked into it by their use of things like AD, Intune, Exchange, OneCloud, SharePoint, Hello etc., on the infrastructure and ops administrative side, not necessarily by Office365. It’s almost impossible to make a clean break from all that for any company past a certain size.