The man behind Redmond direct billing model and its geo rollout explains why the new version forgets the channel to its cost reporting on the Microsoft Enterprise Agreement EA commission collapse has been the most data rigorous coverage in the trade press. And the trajectory it documented $2.5 billion in LSP commissions in 2023, $1.67 billion in 2024, $583 million in 2025, zero in 2026 is the financial signature of a structural transition I have seen before, because I designed the original...
