They're also getting beaten in the enterprise space.
Most non-tech workers want everything through their phone. Microsoft had almost no presence there until the last year.
To be fair, the bigger obstacle, to me, is I don't want Google or Microsoft to have access to my data--ever. Especially since they are almost always going to be one of the buyers of a tech company I'm involved with, I don't want them being able to see exactly what I do, how I do it, and what my marketing and sales are.
I would say it is probably both. calendaring tech is actually much harder than most people believe. both for usable design and efficient implementation. I say that having worked on the outlook.com/hotmail team a few years ago.
and interestingly this is the second calendaring acquisition microsoft has done, having bought jump.com back in 1999.
users, plus relationships with the various services they had integrated into the app (eventbrite, foursquare, evernote, song kick, asana, todoist.....). 100 million is a lot, but sunrise was a well thought out, well executed product
It's incredible though that a calendar app is worth >$100M.