Microsoft Viva, page-5

Further thoughts. Whilst it will create competition, it will create pipeline.

It's very rare for software to bought without a RFP (request for proposal) from 2 or 3 other vendors.

Microsoft can make a noise better than most about the vision. Josh Bersin, the leading voice in employee/HR tech has already written a piece on viva and it's relevance to Ex.

If your win rate drops 50%, but your pipeline jumps 200%, it's net win