The Microsoft Advantage

Identity

Virtualization

DataPlatform

DevelopmentDevOps and mgmt

Hosted Email Market Overview

Segment PCIB Kiosk Workers Total Opportunity

50 – 250 Employees 4,400,000 1,423,176 7,933,066

250 – 500 Employees 647,000 582,706 1,229,706

>500 1,580,000 1,423,176 7,933,066

Total 6,627,204 5,538,948 12,166,152

Size of the opportunity

-

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

FY10 H1 FY10 H2 FY11 H1 FY11 H2 FY12 H1 FY 12 H2 FY13 H1 FY13 H2 FY14 H1 Fy14 H2

Google Compete Landscape

Office 365 Hosted Microsoft Combined Google

% PCIB % Total Opportunity

Office 365 2.6% 1%

Hosted Exchange 3% 2%

MS Combined 5.7% 3%

Google 8% 4%

Size of the opportunity – The Office view

Usage 24.8%

81.2% of Google Docsmonthly users also report using MS Office monthly

3% penetration of Office 365

Sources: DUT FY11 H2 Update DUT Survey Data | Base: Commercial PCIB (Commercial 1+ PCs)Question: What productivity suites are installed on this computer and how frequently are they used?Do you use an online productivity suite on this computer? How frequently do you use the following online productivity suites on this computer?

85% Office market share

1% Hosted Office market Share

4,200,000 PC Install Base