The Impact of Microsoft Teams Growth

I would like to welcome to the stage Chris McNulty, senior product marketing manager for Microsoft over SharePoint and Office 365. Kris. [APPLAUSE] Thanks. I don't need that, no. Good morning. It is great to be back here at Tec. So my name is Chris McNulty. I'm a senior product manager on the Microsoft 365 team. And as some of you may know in another life, I was general manager at Quest prior to the Dell days and prior to my joining Microsoft. So I think we can probably all agree that the team that's putting this Tec together is so much better than the guy who is responsible for these tracks seven years ago in San Diego. How many-- that was me. [LAUGHTER] How many of you were at Tec San Diego? So I'd like to see returning folks. Great to have you back. It is wonderful to have Tec back as part of the ecosystem. At Microsoft, Quest is one of our most longstanding and best-regarded partners. We really appreciate each of you for making the trip here. Not only is it great learning, but we at Microsoft want to be able to help you transform your data, transform the way team work gets done your organizations. And Quest has been with us just about every step of the journey. So I wanted to start by talking a little bit about some of the trends that we talk about inside of the M 365 product teams. Some of the data that I have up here on the slide is not all that new, but the expansion of the way that people get work done, moving to twice as many teams as they were on just five years ago we think is really transformative, and it's one of the things that really guides us in how we figure things out. Mobile apps have really changed the way people get work done and not just folks in the first line who are working in mobile devices, but the expectations of ease of use and ease of deployment trickle back into that room aspect of how web and desktop deployments are expected to work these days. Information overload, this is something that we are focused an awful lot on. Information overload is wasting nearly a trillion dollars. Related stats, each year in the US, about 3/4 of a trillion dollars is spent looking for information that already exists, and about $667 billion with a b is spent recreating information that already exists because it can't be found in the first place. Data privacy, security, and compliance is something that has moved and advanced quickly to being a C-suite level issue, to being a board level issue. The number of customer records that get leaked explodes every year. I like to say that you actually don't need to do marketing for security and compliance anymore. You just need the Wall Street Journal reporting on what the latest data attack is. And it seems that there are two people, people who know that they've been attacked and people who don't know that they've been attacked. And along with that, this stat has moved down a little bit in the last few years, but it's still considerable, somewhere between 200 and 300 days, depending on what the year is, between the start of a data infiltration and when it's detected. So these things really matter to us about the way work gets done, the importance of improving the efficiency of it and making sure that information is kept secure and private throughout. All of this is part of digital transformation. And if you have digital transformation in buzzword bingo for Microsoft, congratulations. This is yet another keynote that's going to talk about it. But I want to put it in a little bit of context about how we see some of these things shaping. One thing we spend an awful lot of time analyzing, working on some of the product research for some things we're hoping to release over the next two years, relate to the rise of voice technologies. If you think about how we consume information, 40 years ago, it was very common to be able to pick up The News & Observer or The New York Times and find out what's going on in the world. And we didn't realize it quite as much then, but there was an awful lot of authority that we got from contextual information that came around. We could see what the date was, we could see what the authority was, we could see related information all happening on the same page. You roll those same trends forward and people start receiving information through television, and they receive them on the web. And we still get an awful lot of contextual clues when we look on the web. If I go to a site like CNN, I expect a certain level of information coming from that or if I'm looking at, for example, The Wall Street Journal online. If I see a random article from BobsCrazyTheories.com, I know not to give it probably the same weight that I would see from authorities that I know that I can trust. What does this have to do with voice? When we look at what's happening generationally, the generation that's entering the workforce tends to regard video as the highest and best and most authoritative way to communicate. YouTube is a highly trusted authority in their world. The generation that's coming behind them sees voice systems as being the most authoritative way of getting a question answered. And when you think about that, when you're talking to a Google Assistant or an Alexa or a Siri and trying to find out what's the answer to a question, what kind of laundry detergent do I need to buy, you're getting a disembodied voice. One of the things that this means for us, we're looking at this problem from an AI