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Microsoft CEO Satya Nadella: We ‘Outgrew The Market In Every Category’

Wade Tyler Millward

‘We will invest to take share and build new businesses in categories where we have long-term structural advantage,’ Microsoft CEO Satya Nadella said on the company’s latest earnings call.

Nadella On Microsoft 365 And Teams

In this economic environment, every organization is looking to support employee flexibility and improve productivity.

Hybrid work is now just work, and it’s imperative that organizations reconnect and re-engage the workforce at home and the office and everywhere in between.

To do this, companies need a digital fabric that connects employees as well as customers and partners wherever and whenever they work while reducing cost and complexity.

We are all in on Teams. Over the past year, weve introduced more than 450 capabilities to empower frontline and knowledge workers to collaborate synchronously and asynchronously as well as remote and in person.

Teams is taking share across every category—from collaboration to chat to meetings to calling—and seeing higher usage intensity as companies turn to the platform to accelerate their digital transformation and orchestrate all their business processes in the flow of work.

ISVs from Adobe to Workday have built deep integrations with Teams.

And more than 100,000 companies—including Johnson & Johnson, Lumen Technologies and Progressive Insurance—have deployed custom line-of-business [LOB] applications in Teams.

All up, the number of third-party and LOB apps with active usage increased by 40 percent year over year. Teams Phone is the market leader in cloud calling across VoIP and PSTN. We now have over 12 million PSTN users, nearly double the number a year ago.

And Teams Rooms bridges the gap between people working remotely and those in the office with innovations like AI-powered cameras. More than 60 percent of the Fortune 500 have chosen Teams Rooms to connect employees across the hybrid workplace.

We’re also building a completely new suite with Microsoft Viva as we create a new employee experience category. This is both a priority for our customers and an expansive and high-growth TAM [total addressable market] for us.

Twenty-five percent of the Fortune 500 already use Viva as organizations increasingly recognize that employee experience and well-being are essential to their productivity.

Weve seen broad adoption across segments and industries – from Commonwealth Bank, Fidelity Investments and MasterCard to AstraZeneca and Schlumberger.

And this innovation is driving revenue growth across Microsoft 365. Asahi, Expedia Group and Qualcomm all chose our premium offerings to transform how employees work. E5 seats increased more than 60 percent year over year.

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Wade Tyler Millward

Wade Tyler Millward is an associate editor covering cloud computing and the channel partner programs of Microsoft, IBM, Red Hat, Oracle, Salesforce, Citrix and other cloud vendors. He can be reached at

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