[techtivist]

I doubt they will do that for personal devices. I think they will have two tiers: personal and enterprise. Personal would essentially be bundled up with PCs for "free" to the end-users with money coming from the OEMs. They will then "upsell" the likes of Office for a subscription.

But I find the subscription concept interesting for enterprise customers who are already used to it. Bundle support services and extra add-ons tailored to enterprises in general or particular industry, could have a huge potential for them.