The adjustment arrives on July 1.

The question is not whether the vendor will offer a discount. The question is what leverage the organization loses when it accepts an equivalent offer without modeling year five.

Three dates govern the conversation.

01

June 30, 2026

Last day to close before the Microsoft FY26 adjustment with contractual protection.

02

July 1, 2026

The asymmetry stops being theoretical and enters the P&L as recurring spend.

03

Next renewal

The MEO trap appears when the discount has eroded and the displacements have already removed alternatives.

Licensing Assurance 2026 — LATAM

The paper reconstructs the paradigm shift: consumption, AWUs, Flex Credits, Assists, FX exposure, and the anatomy of the Multiple Equivalent Offer for a Central American BPO.

Read on site
43%Max F1 adjustment
5Years modeled
3Contractual paths

Before signing, model the next renewal.

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