Not for iOS the licensing is a definite there on iOS.Xamarin is royalty free.
As I see it with Cordova he'll be able to get access apps up reasonably quickly and can expand as necessary for user own mobile devices.
Don't get me wrong I adore MS products on the whole and Azure is a good direction but I don't believe it can at the moment meet requirements where mobile devices that arent WP8 based are going to be used.