It's not really enterprise unless it's hooked into a corporate authentication system with policy controls and management capabilities. I'm puzzled why this isn't attached to Office365 for those reasons. The marketing page for it says that it's for companies, but the whole thing makes my inner MS admin twitch: self-sign up with no mention of SSO, docs are pitched as if it's a consumer product with no administrative features. There's no fee or obvious cross-sell, which means that Microsoft are just burning money right now for no obvious gain, which is uncharacteristic of them - they usually provide free stuff that promotes actual paid-for products.
Thanks, that clarifies it - they've hit some kind of wall with Office 365 Video, and are developing Stream to address that. Makes a lot more sense now.
Seems like they are following the ever so popular "lean startup" approach.
They're announcing a small, separate product to validate if there is demand. Then they'll get early users and burn money while they figure out how to make it into a profitable business.