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If you tuned into the news this week, you probably heard one name over and over again. Slack, the workplace communication and collaboration technology company,在纽约证券交易所上市并看到其股价飙升了50%。

然而,Slack的日活跃用户只有约10狗万平台00万,来自60万个组织,与大型企业技术公司所吹嘘的数字相比,这个数字并不算高。它不仅面临着来自微软的竞争,还面临着来自Facebook、谷歌和其他许多老牌公司的竞争。

现在的大问题是,懈怠程度如何才能继续增长。

斯图尔特·巴特菲尔德, Slack’s CEO and co-founder, is optimistic the company can tap into that potential, saying在今年早些时候对Bloomberg TV的Emily张采访中that Slack should end up as big as Microsoft, as a company, if it lives up to the potential he envisions.

“Enterprise software is an enormous category,” Butterfield said “Microsoft is the single biggest company in that category, but it’s still probably only 5 percent of all revenue. So there’s another 95 percent, and the reality is, customers make their choices. They will use one product from one company for one part of their business and another for another, and the degree to which they can interoperate or integrate with one another is really important for the amount of value you can create.”

尚未开发的潜力,以及为所有其他产品成为集线器的机会,这些公司正在竞争的两个原因。Slack估计,当前的工作场所协作服务市场为280亿美元。

Potential avenues of expansion include new geographies and industry verticals, or new categories of technology such as video communications.

斯莱克最近的一项分析显示,2018年,斯莱克的付费用户群增长83%,达到350万日活跃用户PitchBook位于西雅图的金融数据和软件公司。随着时间的推移,这一数字肯定会放缓,但PitchBook预计,如果Slack的付费用户在未来十年以每年约30%的速度增长,其收入可能会推高至60亿美元左右。这比去年4亿美元的收入增长了15倍。狗万平台

尽管微软的竞争激烈,但塔比簿认为松弛可以坚持其位置并继续发展。

PitchBook分析师保罗金德拉。(Geekwire照片/托德主教)

“While there are many other communications and collaboration services startups in this space, we believe Microsoft is shaping up to be Slack’s main competitor, as the company doubles down on investments to improve the experience of its Teams platform,” wrote Paul Condra, PitchBook’s lead analyst for emerging tech. “While Microsoft has a large opportunity to convert its existing customer base, we believe Slack’s viral growth and wide range of integrations with other services should allow it to maintain market share and sustain its current growth trajectory.”

[PitchBook的Paul Condra将于本周加入我们的GeekWire播客,更多关于Slack的内容。我们还采访了GeekWire的记者Nat Levy,他一直在报道这个故事。收听以上内容或订阅您喜爱的播客应用程序。]

两家公司之间的竞争有据可查。当微软在2017年推出团队时,Slack采取了不同寻常的步骤放置整页广告在纽约时报祝贺科技巨头并警告“所有这一切都比它看起来更难。”

Slack将Microsoft列为其“主要竞争对手”在4月份的IPO文件中。Butterfield承认,它面临着对抗微软的挑战。这是美国最有价值的公司,以及“如果他们开始对您的所有资源进行渠道,那就很有竞争,”manbetx客户端1.0下载Butterfield told Business Insider in 2017.

比赛是双向的。去年,微软正式公开承认了这一竞争adding Slack to its list of competitorsin its annual 10-K report.据GeekWire周五报道,Slack还在Microsoft的“禁止和气馁”软件上为员工的内部列表,主要是安全问题,也是竞争性问题。

Microsoft团队于3月份达到两年周年纪念日,当时报告eclipsed 500,000 organizations using the app.

相关:No Slack for you! Microsoft puts rival app on internal list of ‘prohibited and discouraged’ software

截至今年1月,Slack的免费版本日活跃用户数超过1000万,组织数超过50万。根据一份IPO文件,另外有95000家机构是付费客户。

Slack has clearly established a foothold among tech teams, andSmartSheet.,Bellevue,Wash.的工作协作软件制造商去年公开,是一个很好的例子。该公司主要使用谷歌产品,但产品,Devops和其他技术团队更倾向于松弛,并已达到他们的方式。但这并不意味着整个组织将使用它。

“We’re not in a hurry to go expand Slack to the rest of the population, because we’d be paying for two tools that do very similar things,” said Gene Farrell, Smartsheet’s chief product officer. “And we see that same signal from other customers in the market.”

Farrell表示,这些高度重视的技术团队中的懒散的人气创造了一个进入大型组织的入学点。Farrell说,Slack持续成功的关键是它的能力从其他产品中脱颖而出,更广泛的员工想要使用它。

Slack在市场上处于巨大的位置,但它正在与数十亿美元的竞争对手抵御。SmartSheet知道关于对抗庞狗万平台然大物,并且当企业软件启动时,它是一个常见的场景。

“If you’re successful, you’re likely going to have big tech trying to follow,” Farrell said. “And the jury’s out on whether they are able to do it effectively. In general, Microsoft has been challenged to build ground-up innovation.”

Gene Farrell,Smartsheet首席产品官员。(Geekwire照片/ Nat Levy)

法雷尔说,微软团队是这一声誉的一个例外。他指出,微软在组建团队方面已经展现了一些严肃的创造力。微软在这一工具上所做的努力表明了它的懈怠是多么严重。

这项工作似乎有了回报。A对去年年底的IT福利调查发现团队的使用过松,微软在市场上的优势是巨大的。

Because of Microsoft’s incumbency, Farrell doesn’t see a world in which Slack takes out Teams. What he’ll be watching is how much market share Slack can take, and whether it can grow beyond its current niche of being a favorite of tech teams.

“I think Slack will continue to have a large business with the communities that they serve really well today,” Farrell said. “The real question is not whether one dominates the other, but more around how big can Slack grow, given Teams will be the IT favorite for most of the population.”

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