Enterprises love subscriptions for the same reasons why they prefer leases over capital expenditure. They look much better on the balance sheet and allow to spread the cost over time.
Look at Microsoft's behavior with O365. Many companies will be fully locked into Microsoft across voice, security and identity verticals based on tweaks to the O365/M365 licensing models. You need Azure AD to meet your email compliance requirements, but that's bundled with Intune, which in turn has a co-bundle with Defender ATP, etc.