Well, to be fair, once a company is in the MS user pool, it is very hard to get out as MS Office is the norm in business. Now, the rent vs own is an interesting take on it. Most large businesses would rather not "own" software as it is often an asset that they have to track, amortize, and depreciate. Renting, or more ideally, annual licensing fits the fiscal year budgeting process much better. So having this as an option really fits the customer's business models better. However, for many companies, having your internet connection go down and losing the ability to function is far too much risk, so "owning" is the more prudent option. So long as MS offers both options, then they are addressing probably 90% of the market. Not really a big deal that they lost subscribers if people are still within the MS Office pool, but if it is a zero sum game (likely saturation) of Google docs vs Office 365 vs OpenOffice vs Other, then it becomes more of a question of whether "3rd party" office programs are slowly climbing their way to corporate acceptability. Having what I consider very few improvements, if any, since Office 2010, competition would be welcome to churn real innovation.