The tech is obviously very good at getting numbers into its address book (numbers prove it) which is a good first step toward the never ending march for more users.. and was always stated as the core function of Thred.
Second to this but arguably equally important is the Messaging aspect that has been stated as the hero function. The concept started off as a better way to search, share and connect around relevant content.
The framework is there for that. Now it's about testing and refining as they grow organically.
What benefits will come from being under the wing of a powerhouse such as Microsoft are still somewhat unknown.
Even if exposed to the 60m+ Office users without a JV and Thred manages only a 1% conversion rate of these users into Thred users that's 600k new users bringing an average of 469 contacts = 281,400,000 contacts to the address book. If they then convert 1% of those new contacts into Thred users that's another 2,814,000 users that bring another 469 contacts per user to the address book.. insert loop here. All this can be achieved with little marketing spend which is a key component of Threds value proposition for shareholders.
They need to get the best conversion rate into Thred users from the MSFT pool nailed asap. Test best invite methods etc to ensure maximum uptake because if it's 2% that they convert from 60m well you can do the numbers. The MSFT integration can't be underestimated in its importance to the future success of our sexy little tech play.
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