Microsoft 365 Copilot premium enterprise entitlement and SaaS pricing spillover

Assume Microsoft broadly puts AI-intensive Microsoft 365 Copilot workflows into a new, separately priced higher-tier per-seat enterprise entitlement covering at least two of Word, Excel, and PowerPoint. The change takes effect by March 31, 2027, without a new consumption meter or binding AI-action allotment. Consider how this packaging could affect enterprise software budgets, seat expansion, product differentiation, and the broader SaaS pricing model; do not assume specific ticker returns.