In terms of specific areas of Microsoft investment and partner opportunity, Clark pointed to the company’s business applications segment.
“We’re doubling down in areas like business applications including Power Platform. And here’s why: the business applications addressable market is projected to be over $100 billion,” Clark said. “When you factor in the broader services for business apps, the projected opportunity will reach $582 billion by 2023 according to Forrester. Layering Power Apps on top of that, during that same time according to Gartner, there’s an additional $40 billion of addressable market in low-code apps alone, that will generate over 2X the opportunity in services.”