After Microsoft announced 13 million daily active users for Microsoft Teams, Slack founder and CEO Stewart Butterfield said he’s not worried about the rapid growth of Microsoft Teams. “If it’s based on the bigger distribution [Office 365], I don’t think that’s really a threat,” said Butterfield at a Brainstorm Tech 2019 Conference (YouTube video) on Monday, reported by CNBC.
The CNBC key points say it all for me
Butterfield tries to make comparisons to Google vs Bing and Google trying to do social with Google+, but for my money, this is missing some key points
- Microsoft is bundling Teams into Office 365. in which they already have a much bigger incumbent Office 365 user base of 180 million monthly active users.
- Microsoft has a massive focus on security, compliance. Security and compliance are key to the enterprise.
- Microsoft has the benefits of being tightly tied into Microsoft 365, OneDrive and SharePoint and Stream being part of the native Microsoft Team experience.
- Slack ultimately has to be not just as good as Teams, but much better to justify Office 365 customers paying for it on top of Office 365, which is what most enterprises will have.
- Microsoft is driving their massive investment in Azure infrastructure and AI into the Microsoft Teams experience
To be clear, I think Microsoft is at its best when there is competition. Microsoft Teams is not perfect. There are some real benefits to being a company focused on just one thing, you see great innovation and user experience from companies like Slack and Zoom. I wish no ill will on Slack, but saying Teams is not a thread is just not credible in my humble opinion.
Agree, Disagree? I’m interested to hear your thoughts.