Microsoft was a language company at the start - they had a huge share in 8-bit computers and their BASIC made into the ROMs of almost every computer sold in the 70s and 80s. Then they branched out to applications, with little success (I remember Multiplan on CP/M, DOS, and Mac). When they started selling PC-DOS and MS-DOS they had no applications play to speak of. Office only came much later, and the apps that appeared for Mac, Word and Excel, were ported to Windows starting on Windows 2. Word for DOS struggled in the market and never reached a significant share.
> Office only came much later
In the sense of being marketed as a single integrated package, yes, I agree. I was using the term loosely to refer to the apps themselves (Word & Excel were the first two, as you note, the others came after).