Microsoft Office

“If you think about who's buying the Google suite or the Microsoft Office suite, nobody's doing it by comparing the feature set of PowerPoint versus Google Slides. They're, instead, they're comparing Outlook versus Gmail, and maybe after that, like, Word versus…”

“So what we are going to enable in, in people who are right now paralyzed is seamless control of computers and smartphones and other digital devices in the way that we all frankly take for granted every day. So think about, you know, rich video games productivi…”

“I think if you look at users of docs or sheets or slides, it's in the billion-ish, five hundred million, billion range for each of those. Office, I think, has a couple hundred million users worldwide.”

“A huge amount of the productivity software space today is like the preparation of output. Like office is basically a format debugger.”

“We made a call that we would kind of rebuild our version of like PowerPoint, Word, and Excel, because we do believe, at least for the time being, that the way in which people interact with technology, regardless of type of technology, will remain quite consist…”

“The truth of the matter is Microsoft office slash M three 65, whatever exactly it's called today is super important. It was the foundation for having permission to be in the enterprise. And yet it's a product that sits right there in front of users.”

“Power BI is quite good. And it's essentially part of the office offering. And so I've been skeptical of saying that we can just compete in BI with a new paid product at scale when the bar is high quality, no price.”

“The incumbent software for our entire history, whenever we go into an account has always been pen and paper or really Microsoft office.”

“When we talked to customers, we found that there were like literally people In IT, whose jobs it is to, like, manually go through, log into each, like, log into Office, log into Workspace, log into each tool, and, like, go comb through, one by one, the links t…”

“Which, by the way, saved Apple. The company would have been completely out of business because it was so existentially important to anyone using an Apple computer to use Office that if Office, you know, Microsoft decides, oh, we're gonna stop developing Office…”

“Three years in advance a date is set and then 6000 people ship on that date no matter what.”

“Windows and Office have proven to be these ridiculously durable franchises generating more revenue today than ever.”

“To be honest, like, I'm a little bit sad at the state of Gdocs these days because I think they're losing sight of the idea that, you know, they're kind of turning it into Office and like making it very complicated to use again. And I find lots of things broken…”

“I do, but I don't agree because I think Microsoft Office, like, by definition has to be a general product. It will be the best word processor for sure, but it's not going to be the tool that the dentist is actually using to write their clinical notes after a m…”

“I think people also forget that all of Microsoft Office at some point were third party applications. So in the eighties, there were separate companies like Lotus and others that were providing what turned into Excel. There was a PowerPoint company that was ver…”

“When you think about like Microsoft's co-pilot offering, it's going to add significant ARPU to every single seat of office, which is a massive install base, right?”

“I think, you know, the origin of Teams really was a defensive move for them to protect Office, because Office is an incredible, very profitable kind of monopoly in the productivity space. And so I think when they built Teams, it was more of a kind of covering …”

“Google Docs never unseated office or word for financial analysts or lawyers who actually needed those very, very specific sets of features.”

“This is clearly an existential question because this thing is going to grow. You know, it is going to grow, expand and take over all of Photoshop and all of Illustrator. It's going to be the better way of doing that in a way that Google docs never really did f…”

“In our target market most customers are using some version of Microsoft Office, which is Excel Docs and Word documents and email inbox management.”

“And they gotta be worried about Salesforce now buying Slack. I mean, that is Benioff has been wanting to go after office for a long time, and this is his way to do it.”

“Google Docs is a joke.”

“Outside Silicon Valley, everybody uses Office, and actually a lot of people use those features, or everyone uses some of those features.”

“There are more than a billion people who use Microsoft Office every day, and if they pay a hundred dollars a year, that's a hundred billion in revenue just for Office, not to mention the potential to expand in a lot of ways that Akshay outlined earlier.”

“About half of our revenue was on the Mac.”

“Japan, it was more than half of the office business.”

“We were trying to build the specs for Office, and of course, we didn't quite know what to build, so we built like a spec place to put all the Word documents and spreadsheets, and that became SharePoint.”

“I think they had a real belief that networks would be the defensible quality of the internet, or the defensible thing about building a business on the internet. Whereas, let's say, In prior businesses like, ah, Microsoft Office or Windows or any other software…”