Ann: LVT makes strategic acquisition of Digital Workplace company, page-44

I think this could be an interesting venture. Noting the Employee Experience Marketplace that the partnership seeks to build to sell apps to the broader O365 ecosystem. So my questions are;

- what's the TAM of the install base? How many customers are there of O365 & aggregate of users?

- Looking at supply who will be targeted to list products?.... LVT & BT or more broadly ISVs/ GSIs/ Developers/ Even Customers monetising their in-house developed apps?

- how will customers buy the apps? will this marketplace be targeting department level credit card spend (low cost high volume)