This week, the rumor mill has been rife with activity over the possibility that “Windows 12” will be subscription based. Ever since we entered into the era of “Windows as a Service,” rumors that the next version of Windows will be subscription based never fail to appear.
This week, references to a subscription model were found in the latest Windows preview builds, suggesting that Microsoft is finally going to force users to pay a monthly subscription to use Windows, right? No. These references are almost definitely tied to the newly discovered “IoT Enterprise Subscription” edition of Windows 11, not the client version of Windows vNext.
With that said, I don’t think it’s unlikely that the next version of Windows will have some new capabilities that require a subscription to utilize, tied to your Microsoft account and services. The company is building deeper Windows 365 support into the next version of Windows, which the company already charges a monthly subscription for to access Windows 11 in the cloud.
Right now, Windows 365 is an enterprise service, but that won’t be the case forever. Microsoft is planning to launch Windows 365 for consumers in the future, which will allow anyone to subscribe to a Windows PC in the cloud for whatever computing needs they require.
When this happens, Microsoft will want that service to integrate neatly with the local Windows experience. Hybrid computing experiences are a key focus for the next versions of Windows, potentially allowing users to install apps either locally or to the cloud, which can then be streamed to any PC that you login with your Microsoft account on.
This will be key for Microsoft’s upcoming Chrome OS competitor product which I’m told will lean on Windows 365 for app support. I’m sure there’s an AI play here too. I do know that Microsoft will be pushing hybrid experiences across its entire portfolio over the next decade, including Windows, HoloLens, and Xbox.
I suspect some of these hybrid experiences that lean on the cloud will be subscription based, but not the entire OS. In fact, the local OS you run at home will never require a subscription to use. The reason for this? There’s just no feasible business model that doesn’t alienate most of the userbase.
Apple doesn’t charge for macOS or iPadOS, and Google doesn’t charge for Chrome OS or Android. Windows would be an ugly outlier if Microsoft tried to charge a monthly fee for it, ultimately resulting in people turning their backs on Windows in favor of something more cost effective.
That doesn’t mean there won’t some features in the OS that require a subscription to use, but if you’re not interested in any of that, you’ll be able to use the next version of Windows on your PC at home just like you do with Windows 11, no monthly fee required.
