As I have pointed out here previously, Microsoft is jacking up prices on 365 licenses, so when they say they have increased revenue on other cloud services, think squeezing the economy through their chokehold on governments and corporations.
I don't have statistics, but having gone through licenses during last year and ended up just avoiding a price increase (instead of getting savings), it's pretty clear that is what are doing.
If honesty isn't the best policy you can always work in that while looking into that company you noticed that they have no one in your role and in fact is actually hiring their first. You don't have to mention where and how you found it, people will probably assumed you used a search engine.