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Microsoft, Slack, Zoom, and the SaaS Opportunity – Stratechery by Ben Thompson

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The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.

Microsoft, Slack, Zoom, and the SaaS Opportunity – Stratechery by Ben Thompson Skip to content Microsoft, Slack, Zoom, and the SaaS Opportunity Tuesday, April 30, 2019 It is difficult to discuss enterprise software without at least mentioning Microsoft, and there is no better time than now: last week the company (briefly) became the third U.S. company, after Apple and Amazon, to achieve a market capitalization of over $1 trillion, and is currently the most valuable publicly-listed company in the world. It is a remarkable turnaround, and, thanks to the fact that I started Stratechery just

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