包子解读微软收购Linkedin

今天早上6点,不想起床的小编朦朦胧胧起床,随便刷一手微信,突然发现某朋友分享了一条题目无比夸张的重磅消息:微软以262亿美元的价格收购Linkedin!

刚看到这个消息的那一刻,小编的内心是一个大写的Excuse Me?????!!!!!!

小编赶紧开始搜索Microsoft和Linkedin官方对此次收购的评价。以试图看出一点端倪。

Microsoft CEO官方声明

Microsoft收购Microsoft CEO Satya Nadella在内部发表memo,他首先官方的称赞了Linkedin在Professional Networking领域的贡献(小编: 废话,人家是领域老大啊!),其次他开始谈及Linkedin在微软的位置,这也是小编着力想看出端倪的地方。

I have been learning about LinkedIn for some time while also reflecting on how networks can truly differentiate cloud services.

那么什么是Satya口中的"cloud services"?是Microsoft Azure么?我们继续往下看。

Given this is the biggest acquisition for Microsoft since I became CEO, I wanted to share with you how I think about acquisitions overall. To start, I consider if an asset will expand our opportunity — specifically, does it expand our total addressable market? Is this asset riding secular usage and technology trends? And does this asset align with our core business and overall sense of purpose?

Satya抛出了3个问题,你是谁?从哪里来?到哪里去?

开个玩笑,其实Satya的扪心自问主要涉及的就是一个问题,Linkedin如何在全局上帮助Microsoft?

The answer to all of those questions with LinkedIn is squarely yes. We are in pursuit of a common mission centered on empowering people and organizations. Along with the new growth in our Office 365 commercial and Dynamics businesses this deal is key to our bold ambition to reinvent productivity and business processes. Think about it: How people find jobs, build skills, sell, market and get work done and ultimately find success requires a connected professional world. It requires a vibrant network that brings together a professional's information in LinkedIn's public network with the information in Office 365 and Dynamics. This combination will make it possible for new experiences such as a LinkedIn newsfeed that serves up articles based on the project you are working on and Office suggesting an expert to connect with via LinkedIn to help with a task you're trying to complete. As these experiences get more intelligent and delightful, the LinkedIn and Office 365 engagement will grow. And in turn, new opportunities will be created for monetization through individual and organization subscriptions and targeted advertising.

原来在Satya看来,Linkedin最能帮助到的是Office 365和Microsoft Dynamics(企业CRM),提高Office 365的customer engagement(找工作人手必备Office 365?)。说句实话,小编并不能完全理解为了提高Office 365的engagement就收购Linkedin这种行为。就像当年的笑话说Steve Ballmer为了买个Nokia手机就买了Nokia的梗一样。

Linkedin CEO官方声明

Jeff Weiner在Linkedin内部的memo中先回顾了公司走到这一步取得的业绩。此后话锋一转。

Despite those accomplishments, we’ve only just begun to realize our full potential and purpose: Our mission to connect the world’s professionals to make them more productive and successful, and our vision to create economic opportunity for every member of the global workforce.

我们才刚上路哎。

Today’s announcement, that LinkedIn will be combining forces with Microsoft, marks the next step in our journey together, the next stepping stone toward realizing our mission and vision, and in remaining CEO of the company, the next chapter in the greatest professional experience of my life.

公司的下一步,我们被收购了。

No matter what you're feeling now, give yourself some time to process the news. You might feel a sense of excitement, fear, sadness, or some combination of all of those emotions. Every member of the exec team has experienced the same, but we've had months to process. Regardless of the ups and downs, we've come out the other side knowing beyond a shadow of a doubt, this is the best thing for our company.

安抚一下大家的情绪。虽然你可能会怀疑这个决定,但它是对公司最好的决定。

之后,Jeff终于谈到了这次收购的心路历程。

Imagine a world where we're no longer looking up at Tech Titans such as Apple, Google, Microsoft, Amazon, and Facebook, and wondering what it would be like to operate at their extraordinary scale -- because we're one of them.

Imagine a world where we're not reacting to the intensifying competitive landscape -- we're leading it with advantages most companies can only dream of leveraging.

Imagine a world where we're not pressured to compromise on long-term investment, hesitant to disrupt ourselves, or hamstrung in the way we can reward and acquire new talent due to stock price concerns, but consistently investing intelligently toward the realization of our mission and vision.

And imagine a world where a global economic downturn doesn't limit our ability to execute, but reinforces the essential quality of our purpose and actually strengthens our resolve when people need us most.

With today's news, we won't need to imagine any of it because it's now our reality.

Jeff如同写高考作文似的使用了四个排比句。小编看完这四点就算有点理解Jeff的意思了。就在2016年2月,Linkedin财报不理想,股价几乎被腰斩,Jeff这四句看来来自华尔街的压力确实get to him了。很多公司一上市,CEO每个季度都要愁,怎样讨好华尔街?怎么把财报做的漂亮?这就像永远悬在空中的达摩克利斯之剑,时刻压迫着CEO们。原来CEO是为华尔街和大股东们打工的。

可能Jeff就是心累了,找个归宿,也为全体员工找个归宿。

影响

这成为Microsoft自收购Nokia Mobile之后的又一次重磅收购,也是Satya Nadella上台之后主导的第一次大型收购。受此影响,Linkedin股票大涨约50%,而微软股票小跌约3%。

那么对于我们有什么影响呢?小编从两方面来谈。

对在Linkedin员工的影响

Linkedin一度被大家封神为FLAG的"L",主要是因为待遇好福利好且公司前景好。这次收购无疑会对员工产生深远影响。

那怎样预测这次收购的影响呢?我们看看历史。上一次的微软对Nokia的收购,微软不久之后开始裁员,18000人受到影响,绝大多数在芬兰总部。

但是我们需要注意的是,当时收购后不久微软高层震动,主导收购的Steve Ballmer在股东压力下退休,选了Satya Nadella上台。Satya上台推翻了Steve的方针,也有了后来的大清洗。

这次呢?我们不能说一定会有大裁员,但是小范围的裁员和重组还是很有可能的。

对科技界的影响

从Jeff角度讲可以理解,从此Linkedin站在了巨人的肩膀上,不需要再考虑满足华尔街了,可以考虑自己的vision了。但小编想提个醒,看看Nest的前CEO Tony Fadell,在Alphabet下的压力比在Nest时还大。所以这次收购是否是win-win situation,小编还真的不能确定。

虽然小编不是很buy in Satya所说的和Office 365的结合,但小编还是认为,此次收购还是比上次的Nokia收购更加理智,行业领先的Linkedin加盟微软,为微软开辟了一篇新的professional networking的市场。

我们将继续关注此事件的后续发展。

原文发布于微信公众号 - 包子铺里聊IT(baozitraining)

原文发表时间:2016-06-13

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