I think the user vs. product dichotomy is not right in this case. Microsoft really does make its money on products and support. You can see this on their public filings.
The relevant dichotomy is more like: people who run Windows aren't the buyers. One-off personal licenses for home PCs are more than a rounding error but are certainly not what made Microsoft what it is.
Governments and F500 companies buy Windows and Office for X00,000 machines for X0 years of support at a time. Enterprise procurement teams are the actual buyers whose opinions matter to product managers.
The relevant dichotomy is more like: people who run Windows aren't the buyers. One-off personal licenses for home PCs are more than a rounding error but are certainly not what made Microsoft what it is.
Governments and F500 companies buy Windows and Office for X00,000 machines for X0 years of support at a time. Enterprise procurement teams are the actual buyers whose opinions matter to product managers.