Management of resources is the enemy of profit for both sides in the market. Businesses lose out on money by spending time that they would be using on their core competency for managing software licenses, versions, data backups, servers, etc. And of course cloud providers lose out on you giving them more money than their cloud services cost them to deliver.

Azure now makes up the largest percentage of Microsoft's revenues. Obviously the business model scales very well. It likely scales better than Office does. Eventually the less-profitable thing starts taking up internal development resources that could be going to more profitable divisions, and that gets someone mad.