Productivity and Business Processes segment is the largest source of revenue for Microsoft. It generated over $40 billion last year and includes Office, Dynamics as well as our beloved, LinkedIn.
The company leverages Office (specifically Exchange and Outlook) to up-sell and cross-sell inside businesses.
Basically, email acts as a growth and acquisition channel for other enterprise products.
And Slack is fundamentally fracturing that channel.
Slack wants businesses to ditch their overstuffed inbox and endless email chains for dedicated channels.
It’s growth translates into the decline of email’s importance – and that’s a threat to Microsoft’s entire Office empire.
Photo Credit: Slack’s SEC Filing – https://bit.ly/2XCngt6