^I don't think they really care.
Seriously, their big money is from corporate, institutional, and government. As long as Word and Excel are the dominant desktop apps - and .NET rules the waves for custom apps - Windows future is secure. Home users will
pay the toll, or do without updates, after something like one year following purchase. Especially if OEM Windows gets replaced by a 1 or 2-year subscription copy.
Besides, everybody thought Adobe was committing suicide with their Creative Suite. Last I heard, it's working beautifully for them. And pretty well for their customers too. Intuit disables online functions on Quickbooks and Quicken after a certain amount of time. It'll only be a matter of time before they pull shrinkwrap and standalone versions from the market and follow Microsoft and Adobe.
The subscription model is very
doable for any software title that completely dominates
its market. Excel, Word, Photoshop, Quicken, etc. are good examples of apps that could (or already do) easily survive completely as subscription-only products.
Ditto for Windows as an OS. Subscription licensing was the only way to buy mainframe and minicomputer software a few decades ago. UNIX, VMS, VAX, and all the old operating systems used to be "sold" that way. And that way only
It's all coming back in one big circle IMO.
"So it goes."