So what exactly is happening? Deep Analysis founder Alan Pelz-Sharpe said Microsoft is clearly unbundling Teams to avoid an antitrust mess. 

“It’s less about actually losing and more about the global perception of them breaking antitrust regulations and essentially stiffing customers. Hence, it makes sense to make the change global rather than local,” he said. “It’s good for Salesforce/Slack for sure, but in many ways it may be a phyric victory.”

The pandemic and the rush to remote work drove every company that didn’t already have universal video conferencing and collaboration tools to quickly adopt them. As Teams was bundled into existing Microsoft licensing it made financial sense to adopt Teams rather than paying separately for Zoom or Slack, he added.

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Work Intelligence Market Analysis 2024-2029