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Slack Technologies Inc (WORK)

NYSE
Currency in USD
Disclaimer
45.20
0.00(0.00%)
Closed

WORK Comments

Market value is about 14 dollars and that is being nice. Here is why: 1. Microsoft teams is really good. Integrates with the rest of the MS suite and that is important. 2. MS Teams, and other competitors, are releasing native clients. No electron framework. This saves RAM. 3. MS Teams native integrations are rapidly expanding. It is getting easy to simply swap over. 4. The migration assistant for money competitors is easy. Easy to just swap all your history to the new solution. 5. Enterprise controls with MS Teams is better and already has deep hooks inside major enterprises. This really helps streamline auditing and compliance. .... Overall there seems to be no moat here and competitors are aggressive on pricing.
I can completely agree with point 5. I work in company with more than 400'000 employees and YES, we will be using Teams pretty soon. Because: 1 - integration, 2 - Microsoft rules the enterprise, 3 - security
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