But most companies that are Microsoft shops have years or decades of digital assets that hold them back from considering Google, he said. For example, Excel macros, pivot tables, and customizations cannot be easily or automatically migrated to Google Sheets, he said.
“As early as this market is, I don’t think it’s fair to rank either player — Microsoft or Google — as being the leader; both of them are constructing new ecosystems to support the growth of agentic AI,” Gownder said.
Most Microsoft Office users have moved to M365, but AI is helping Google is making inroads into larger organizations, especially among enterprises that are newer and less oriented toward legacy Microsoft products, said Jack Gold, principal analyst at J. Gold Associates.
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