Microsoft Office has long been expected on the iPad and Android tablets, even though the company in Redmond, Washington, has never confirmed that it's coming. But those two mobile markets are too large to ignore, and analysts have predicted that Microsoft is losing billions of dollars each year without a version of Office for them. Now comes word that this new version of Office is coming, but won't appear for over a year. That very well may be too late for the bunch in Redmond.
My colleague Zack Whittaker believes Google Docs will take some of these customers away, but that's not the biggest threat to Microsoft. The longer Microsoft neglects to release the iOS and Android versions of Office, a greater number of customers owning iPads and other tablets will discover competing Office-compatible apps for those platforms. Having used many of these suites for years, it is clear they are robust enough to fill the need for Office for many owners.
It hasn't been stated but don't be surprised when Google releases the latest version of Quickoffice for the iPad, Android tablets, and all chromebooks to compete directly with Microsoft Office.
There is an even bigger threat to Microsoft in the mobile Office market that is already sneaking in to steal customers lacking real Office. That threat is Google, and not with Google Docs, as Whittaker believes. No, the real threat that Google will throw at Microsoft is Quickoffice.
Quickoffice has been a top Office-compatible suite on both Android and iOS for years, a viable alternative to Office. It is so good that Google bought the company (and thus the product) last year.
Google hasn't been sitting on Quickoffice, either. It has already produced new versions of the office suite for the iPad and Android that are free for paid Google Apps customers. Google has stated that it will integrate Quickoffice into the premium Chromebook Pixel laptop. In other words, the company is positioning Quickoffice as a full-featured business alternative for Microsoft Office on three different platforms.
It hasn't been stated, but don't be surprised when Google releases a new version of Quickoffice for the iPad, Android tablets, and all chromebooks. This version may not be free, but it's almost a given that it will be cheaper than Microsoft will price Office to remain profitable. This will put a quality office suite that competes with (and is compatible with files produced by) Microsoft Office on the huge iPad and Android markets. It won't be as complete an office suite as that from Microsoft, but it will be good enough for a large portion of that market.
This delay of getting Office to competing mobile platforms will end up biting Microsoft where it hurts. The pit bull (Google) doing the biting has executed a master plan with Quickoffice, and it will be significant. It will change the street definition of Scroogled when Google hits Microsoft's profitable Office business.