Windows and Enterprise Pricing Power

Windows 11 OEM license price hike of 7-10% reported for July 2026; Asus/Acer already raising PC prices 5% in Taiwan. Microsoft is using M365 feature freezes to push Windows 10 holdouts to Windows 11, signaling potential upgrade cycle ahead of Windows 10 ESU end (Oct 2026). Windows 11 26H2 ships as enablement package supporting enterprise upgrade cycles. Microsoft 365 E7 tier (~$99/user/month) signals enterprise monetization. Windows 11 Taskbar/Start menu updates are shipping, a minor product improvement that may support Windows 10 holdout upgrades.