What I am saying is that the figures claimed by MS don't tell you much that's useful.
MS shipping stuff doesn't tell you if the product is selling or if it's sitting in OEM warehouses listening to crickets.
60M licenses sold and minimal stock at OEMs would be a good result.
60M licenses sold and most still in stock at OEMs... not so good.
You need to know the second half of the equation to get the full picture, and OEMs are claiming it's not happening.