If you look at its earnings they have appeared to plateau and there isn’t a major offering planned that will change this.
I am reminded of Slack which has a similar history of rapid growth followed by a very competitive market and then significant slowing. Maybe Salesforce could acquire Dropbox and bundle it into their offerings or some other similar company?
Slack shot their own selves in the foot iirc. They were miles ahead of any competitor, employees loved it, and then they just started gouging all their whale customers in contract negotiations, to the point that they started looking elsewhere...
If this isn't the full picture, let me know. I was at multiple companies trying to move away from Slack as the cost was not justifiable
MS Teams was a large contributor as well to the downfall of Slack. It automates decently with the stuff most companies already have (AD, O365, and most importantly all that compliance bullshit), and nowadays it can even do landline telephony, providing enterprises with a way to reduce their exposure to Cisco crap on top of it.
In the end, Microsoft is IMHO once again abusing its stronghold on the market. Just the enterprise-compliance-integration stuff is more than enough to cause any medium or large company to move off of Slack or its competitors (e.g. Mattermost).
Teams and Google Chat. They're both incredibly bad compared to Slack. But if your org is on 365 or Workspace, you're already paying for them. Big orgs don't love double-paying, quality be damned.
I am reminded of Slack which has a similar history of rapid growth followed by a very competitive market and then significant slowing. Maybe Salesforce could acquire Dropbox and bundle it into their offerings or some other similar company?