Licensing

Licensing coverage across vendor paper, metrics, audits, and renewal math. Posts here treat the contract as the object: processors, Named User Plus, named users, seats, and what changes when the same SKU moves to a listed cloud.

This is the commercial parent file, not a product tour and not company news. Vendor-only questions belong in Microsoft, Oracle, VMware, SAP, Adobe, or the other child categories. Use this archive when the question still spans more than one publisher.

VCF Switching Cost Is the License Question

By Alex Cojocaru | May 10, 2026

Broadcom sells VMware Cloud Foundation as a suite. There is no one-for-one swap. Stay, shrink, or exit. SAM should price all three on this estate first.

Copilot Seat Prices Held. The Credit Meter Did Not.

By Alex Cojocaru | April 26, 2026

GitHub moved Copilot to usage-based AI Credits on 1 June 2026. Seat prices stayed. Completions stay unlimited. What SAM should still lock on the meter.

AI Vendor Lock-In Turns Usage Into a License Metric

By Alex Cojocaru | April 25, 2026

89% of executives think they can switch AI vendors in four weeks. 58% of those who tried failed or dragged. Treat meters as entitlement, not cloud bills.

Listed-Provider Pricing Is Now a UK Class File

By Alex Cojocaru | April 20, 2026

CAT certified an opt-out CPO on a Windows Server listed-provider claim. About 59,000 UK orgs. £1.7bn+ alleged. Have the Azure-versus-listed number first.

Anthropic Split the Enterprise Seat From the Meter

By Alex Cojocaru | April 14, 2026

Anthropic Enterprise seats cover access only. Every token bills at API rates. Chat-only and Standard/Premium convert at renewal. What SAM should lock first.

Why Oracle Java Audits Price Headcount, Not Installs

By Alex Cojocaru | April 11, 2026

Oracle Java SE Universal Subscription is sold per employee. LMS still audits. What SAM should lock before the next Java, OCI, or support conversation.

A Market Briefing Is Not an NHS License Position

By Alex Cojocaru | April 10, 2026

NHS England awarded IDC £46k for licensing benchmarking on G-Cloud 14. A market note is not a live position. What SAM should count before the next round.

Why ServiceNow AI Packaging Changes the Buying Question

By Alex Cojocaru | April 10, 2026

ServiceNow put AI in every product and a three-tier package on the price list. Seats still drive the bill. What SAM should lock before the next renewal.

Why a VA Software Inventory Is Not a License Position

By Alex Cojocaru | April 10, 2026

GAO found VA could not tell too many from too few licenses in a $985 million FY2025 spend. Inventory vs purchase records: what SAM should reconcile.

Why Your VMware Exit Needs a License Position First

By Alex Cojocaru | April 6, 2026

Western Union is moving 900–1,200 apps off VMware. Cloud Foundation cost, not a bake-off. What SAM should lock before you pick a destination.

Joiners, Movers, and Leavers: The ITAM Process HR Already Owns (and SAM Teams Should Be Connected To)

By Alex Cojocaru | April 3, 2026

Every organization runs a Joiners, Movers, and Leavers (JML) process. HR owns it for payroll,…

Microsoft 365 E3/E5 Optimization: Clean Up Before E7 Lands

By Alex Cojocaru | April 2, 2026

Microsoft just announced the biggest licensing change to its enterprise stack since 2015. Microsoft 365…

The Model Is the Commodity. Microsoft Just Proved It.

By Alex Cojocaru | April 1, 2026

Microsoft spent $13 billion investing in OpenAI. Then, in September 2025, it quietly added Anthropic’s…

Why Shrinking VMware Usage Can Raise Your Unit Price

By Alex Cojocaru | March 22, 2026

Virtified found 48% of VMware customers plan to cut usage by 2028. VCF bundling, the 8.x support clock, and why a shrink is not last year’s unit price.

SAP ECC Conversion Before 2027 Is a License Position, Not a Slide

By Alex Cojocaru | March 17, 2026

SAP still booked €10.5 billion in software support in 2025. Gartner put 39% of ECC customers on S/4HANA. What SAM teams must recast before 2027.

Why Adobe Cancellation Fees Are Not Your Exit Cost

By Alex Cojocaru | March 16, 2026

UK CMA opened a consumer probe into Adobe early-termination fees. No finding yet. What SAM should lock in on Creative Cloud and VIP Marketplace paper.

Why the CISPE Filing Is Not Your VMware License Position

By Alex Cojocaru | March 16, 2026

CISPE asked the Commission for interim measures on Broadcom’s VCSP cuts. Bundling, upfront pay, potential-use commitments: what SAM should lock now.

Why Listed-Provider Terms Still Decide Your Cloud Placement

By Alex Cojocaru | February 24, 2026

JFTC is investigating Microsoft’s cloud licensing. Listed-provider terms still price Windows Server and SQL differently on Azure than on AWS or Google Cloud.

What SAM Should Count Before You Buy Microsoft ESU

By Alex Cojocaru | February 22, 2026

Windows 10 ESU starts at $61 a device year one and doubles. SQL Server 2016 ends 14 July 2026. Count licenses, not support flags, before you buy time.

Why a VMware Support List Is Not a License Position

By Alex Cojocaru | February 9, 2026

A Delaware magistrate kept VMware v. Siemens in the US. Reconcile the support list to entitlement before you claim extended support or refuse an audit.