Those numbers don't necessarily mean anyone is making a conscious decision to buy in. they could simply mean the installed base needs 11% more server licensing by dollar to scale/maintain their existing solutions.
So there are all these customers that hate the Microsoft toolchain and also know they are getting shafted by Microsoft.
In fact the customers hate Microsoft so much they decided to pay Microsoft an extra 11% bonus this year (and will probably pay another 11% bonus next year), even though they have all these free toolchain alternatives that they could be using.
Considering people have close to zero control over how Microsoft licenses, say, SQL Server? Yes.
And I never said they hated MS. I just said that increased revenue doesn't necessarily mean anyone is consciously buying in. Upgrading the old Exchange Server and adding another Domain Controller makes MS more money but for the IT department, the decision is simply "keep what we have under support and updated".
If you want to gauge how happy IT is with MS, you need to look at what they're choosing for brand new projects.
My anecdotal experience is that (happily or not) MS shops continue to choose MS. And small shops that couldn't afford MS anyway continue to not choose MS.
In fact the customers hate Microsoft so much they decided to pay Microsoft an extra 11% bonus this year (and will probably pay another 11% bonus next year), even though they have all these free toolchain alternatives that they could be using.