In this moment, taken from the session “FY26 Microsoft Field Priorities & Opportunities,” Alex Pombo, WW Sales Leader, Business Applications Corporate & SMB, Microsoft, defines the AI market opportunities over the next three fiscal years.
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Key Takeaways
- Total addressable market: AI Business Solutions (combining Modern Work and Business Apps into a single offering) is projected to tap into a $200 billion total addressable market (TAM) by fiscal year 2028.
- AI services: Workforce represents a $260 billion opportunity, while AI services, covering various execution and productization efforts, add another $600 billion. Pombo highlights the massive potential in these areas.
- Bottom line: The projected combination of AI Business Solutions, Workforce, and AI services represents a transformative opportunity for scale. “I would say it’s for us to lose if we don’t execute this,” notes Pombo in closing.
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