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Office has stagnated? It's the first thing orgs require third-party apps to integrate SSO for. Office 365 + Sharepoint is a major, major business.
by rchaud 3y ago
Office has stagnated? It's the first thing orgs require third-party apps to integrate SSO for.
Office 365 + Sharepoint is a major, major business.
- wbl 3y agoThere is no other earth to sell copies of Office to. Very hard to have growth there.
- rchaud 3y agoBy that metric, Slack, Jira etc are finished because they don't sell to alien civilizations. The number of employees that need Office 365 accounts is always going to be more than the number that need a Figma, Salesforce or chatGPT account.
- taylodl 3y agoAnd? All you've pointed out is Wall Street's demand for eternal growth is untenable, as if we didn't already know that.
- wbl 3y agoThere's lots of things Microsoft can do to make Windows more valuable and thus charge more for it, and additional services they can sell. They didn't just sell Windows but also a ton of software on top (Encarta, Flight Simulator), added game consoles, made the OS more stable etc. But that doesn't mean a single product line will continue to grow vs. stagnate. You only get to invent the word processor once.
- Spooky23 3y agoFrom a stock perspective, yes.