Packy McCormick: evaluation

Transcript context

…Packy, give us a sense of the relative user accounts of Microsoft Teams versus Slack. On the Microsoft Teams one, you made a great point that it's actually more of a Zoom competitor than it is a Slack competitor. Can you dive into that a little bit? I would say that Microsoft Teams has about 10 times the number of users as Slack crossed (maybe) 100 million user range recently, whereas Slack’s in that 12 million range and haven't really reported numbers recently on that. They also have a really growing and we'll talk about Slack Connect because it’s one of the reasons Salesforce bought it, but this growing connection between companies and that's growing super, super-fast. Microsoft Teams is not architecturally the same way that Slack is, that you can just continually add teams within your organizations and have different kinds of sub channels. It's limited in the number of teams that you can set up. You have to be really, really thoughtful from day one and how you set up your channels in your teams within Teams. It’s getting confusing with the nomenclature there. It's not meant to be a 10,000-person org chart tool. It's meant to be a hub for all things Microsoft within an organization. That's really good because you're able to grow. Microsoft is phenomenal at distribution. I don't use a PC but my wife and my mother-in-law do. I go to the computer sometimes when they're opening it, Teams just pop up even though they're not Team users. The active users kind of think—and Slack has this called out in the past—it is potentially a bit inflated. Microsoft has been there forever. Back in Azure days, they were including O365 in the Azure numbers. They've reported numbers and they're like, Azure’s on fire.…

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