I recently had dinner in Bellevue with an individual who holds a relatively senior position within Microsoft’s executive leadership. During our conversation, she emphasized repeatedly that Microsoft does not primarily view its offerings as consumer products. According to her, the company’s leadership is strongly focused on B2B strategy, with revenue growth driven mainly by Azure, AI, and enterprise solutions. Her per…
I think that this was somewhat obvious to many in the last 10 years or so. There's no reason to fault them for that and, in all fairness, there are few corporate clients on here - or even online, considering Microsoft's market share for certain products and services - that complain about the quality of Microsoft's services and products. What I find difficult to understand is the amount of effort and money that Micros…
The single pane of glass thing is nice but I don't think it's really something you can't do without. I think what really cements them in the enterprise market is their ability to deep discount their bundles.
It's very hard with third party vendors to compete with that. You're not gonna pay $10 per user per month for zoom or slack when you can have teams included in the bundle you're already paying, even if it's not quite as good.
It's like IKEA. It's cheap, it does the job and for that reason almost everyone has it, but I wouldn't call it quality.