Every thirteen weeks, Microsoft shares some numbers as part of its quarterly results. The FY23 Q2 data included a new Teams user number (280 million monthly active users) and some clues that Office 365 is approaching 400 million paid seats – or maybe active users. You can never quite tell from the data Microsoft releases. One thing’s for sure. The cloud market is slowing in line with the general economy, which means that Microsoft needs to extract more money from each user to offset the slowdown in seat growth.
Microsoft’s comments about their FY22 Q1 results to market analysts covered lots about Teams and not much else about Microsoft 365. Is that a problem? Well, Teams is a barometer for the health of the Microsoft 365 ecosystem. If it’s doing well, then all the component parts are too. Although Microsoft didn’t give any new numbers for Office 365 or Teams users, strong growth in seats and revenue were reported. And Azure AD now has 500 million monthly active users.
Microsoft claims that Teams has “nearly” 250 million monthly active users, which is quite a jump for the 145 million reported in April. We take a closer look at the numbers to try and figure out how Microsoft arrived at such a number. It seems like they can get there by lumping the numbers for commercial, education, and personal users together, but that’s not the same as reporting a nice simple number for commercial usage.
Microsoft released their FY21 Q2 results on Tuesday. Buried in the details were several nuggets relating to Office 365.. Here are the interesting bits including some detail on the penetration of Teams into large organizations and a new number for Azure AD users.
