It's possible that due to Azure success they decided that consumer sector is a testing ground for their exploitation patterns, where they can test out how much their userbase can withstand before being seriously annoyed. And this is what happen, people said "enough" by looking for alternatives.
replyThey can throw money to tweak some stuff but I doubt they'll fully back off from pushing for software+services or all this recent conditioning for Copilot. This piece is a damage control but wording shows they won't change. I doubt that in last 26 years we had a company that truly admitted its mistakes - that's not in the "nature" of such entities.
I think companies think that once they go past the threshold they will know almost immediately and then returning is a simple matter of returning to the threshold. But it doesn't work like that its more like how tires loose grip at the limit, once they start to slide they loose an enormous amount of grip and you need to roll back your use a lot before they regrip up. In tires its 30%, but the amniosity with customers that all the anti user things they have done its a never ending list of complaints and the last 10% nor 30% is going to cut it to stop the exodus. Once people have left its very unlikely they come back if Linux is still working well for them. People change operating systems like they change banks.
replyAzure is only successful because of big enterprise. Consumers using or not using Windows makes no difference
replyTwo factoids: Azure runs more Linux VMs than Windows VMs and AWS runs more Windows VMs than Azure.