The potential of Azure on Enterprise Agreements (EA), specially for the software developers and ISVs.
As Azure makes its way to be offered on Microsoft Enterprise Agreements, new offerings from third-party vendors are going to be available in the agreements, I envision new alliances from Microsoft to third-party software vendors beyond Microsoft portfolio. This will mean that enhanced solutions will be available.
As an example EVault is building on Azure and they can offer now their solution on Azure to complement backup solutions with Cloud, and it can be sold on an enhancement on the EA.
This will open a new set of possibilities and developers and ISV developing building on Azure will benefit from Microsoft customers licensed for Azure on their EA.
Microsoft will be able to extend their influence on the ISV, SharePoint and other developer community that is expanding and growing very quickly. I bet each company will be talking to Microsoft about the margin allocations and common sales strategies.
This is another example of how Cloud computing is changing the IT industry and the way we consume software and we license them.
More details will be developed in months to come.