I corresponded with a MSFT employee who said that the license is expired. We
are aware of this, as we have to renew the license each year!
The real kicker is that there is a bug in SDK 9. It is not going to be
fixed. This means if you are using v9 SDK, once your license expires, you are
required to move to v10, which requires an application/approval process
taking (at minimum) several days. There is no escalation path for this bug,
and no way to do anything but upgrade to v10.
In short, "Yes, our update broke your license server. No, we don't have any
plans to resolve it, and if you want to get it working again, well, your ONLY
option is to upgrade." And that will take (according to MSFT) several days to
several weeks.
I hope that this helps anyone else experiencing the same issue! Enjoy being
SOL until such time as your application is approved.