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微軟收購Yammer背后的玄機

微軟收購Yammer背后的玄機

Ryan Holmes 2012-07-03
科技巨頭掀起了一輪收購新興社交網(wǎng)絡(luò)公司的新高潮,這清楚地表明,微軟、甲骨文和SAP等公司開發(fā)的那種授權(quán)式的傳統(tǒng)商業(yè)軟件正在走下坡路。眼下和未來時興的將是那些依托于云計算、簡明直觀的“軟件即服務(wù)”式的應(yīng)用程序,而且還要帶有社交組件。

????微軟(Microsoft)正在以12億美元的價格收購企業(yè)社交網(wǎng)絡(luò)工具Yammer。Yammer相當(dāng)于一個企業(yè)版的Facebook。這次收購表明,全球最大的一批企業(yè)在使用和選擇軟件的方式上出現(xiàn)了重大變化。

????《華爾街日報》(Wall Street Journal )認為,微軟收購Yammer表明,“微軟可能想借此彌補它那無所不在的Office辦公軟件存在的缺點?!睂嶋H情況遠不止如此。一位權(quán)威性不亞于風(fēng)投大師彼得?萊文的人士指出,不管是支付工資、監(jiān)控顧客信息還是制作電子表格,用于各種用途的企業(yè)軟件正在經(jīng)歷一次前所未有的復(fù)興和“充分的復(fù)蘇”?!颈说?萊文是風(fēng)險投資巨頭公司安德森-霍洛維茨(Andreessen Horowitz)的普通合伙人,該公司曾經(jīng)投資過Facebook、Twitter和社交游戲網(wǎng)站Zynga?!?/p>

????他這番話的證據(jù)何在?從上個月以來,包括甲骨文(Oracle)、Salesforce和微軟等科技巨頭已經(jīng)花了22.5億美元用于收購Vitrue、Buddy Media和Yammer等新興社交軟件公司。這股收購熱潮標(biāo)志著企業(yè)軟件正在迅速演變,而科技巨頭也不遺余力地想要跟上這股潮流。微軟、甲骨文和SAP等公司開發(fā)的那種授權(quán)式的商業(yè)軟件就算還沒有完全過時,至少已經(jīng)開始走下坡路。眼下和未來時興的將是那些基于云計算、簡明直觀的“軟件即服務(wù)”式的應(yīng)用程序,而且還要帶有社交組件。這些應(yīng)用的構(gòu)建者是一批顛覆性的年輕公司,包括網(wǎng)絡(luò)存儲應(yīng)用Dropbox、在線協(xié)作應(yīng)用Asana以及上周剛被微軟收購的Yammer。

????當(dāng)然,一切都是錢鬧的。據(jù)研究機構(gòu)高德納公司(Gartner)的數(shù)據(jù),全球企業(yè)軟件市場的估值約在2,800億美元,差不多等于希臘全年的GDP。

????一場企業(yè)IT革命已經(jīng)悄然拉開大幕。這場革命具有以下5個特點:

????1)企業(yè)軟件的人性化:一旦從小用慣了Facebook這些直觀的多媒體網(wǎng)絡(luò)的一代人成長起來、進入職場,會發(fā)生哪些事呢?要知道,他們所習(xí)慣的那些軟件都無需培訓(xùn),馬上就能上手。突然之間,傳統(tǒng)的企業(yè)軟件,比如Excel上那些變態(tài)的電子表格相比之下顯得那樣原始。今天的企業(yè)用戶喜歡的是好看又好用的用戶界面。包括Dropbox、Yammer和Box在內(nèi)的新一代商業(yè)軟件越來越朝著這個方向發(fā)展,同時也能提供企業(yè)一向要求的安全性和合法性特征。

????Microsoft is snatching up business social networking tool Yammer - a.k.a Facebook for the workplace - for $1.2 billion. This acquisition hints at a major shift in the way the planet's largest companies use and choose software.

????The Wall Street Journal notes that the Yammer purchase shows "Microsoft may be trying to plug holes in its ubiquitous Office software." It goes much farther than that. Enterprise software - the tools used by companies to do everything from process payroll to monitor customer leads and make spreadsheets - is right now in the midst of an unprecedented renaissance and "full-blown reawakening," according to no less an authority than Peter Levine, general partner at Andreessen Horowitz, the venture capital gurus that have invested in Facebook (FB), Twitter and Zynga (ZNGA).

????The proof? In just the last month, enterprise giants including Oracle (ORCL), Salesforce (CRM) and now Microsoft (MSFT) have shelled out $2.25 billion forsocial business upstarts like Vitrue, Buddy Media and Yammer. The spending spree reflects the fact that enterprise software is swiftly evolving and tech's titans are fighting to keep up.

????Going - if not quite gone - are the clunky, licensed business products once churned out by the likes of Microsoft, Oracle and SAP. Up and coming are cloud-based, intuitive, software-as-a-service applications with social components created by a host of young, disruptive companies ranging from Dropbox to Asana and - until last week - Yammer.

????And at stake is one whopper of a payday. According to research firm Gartner, the global enterprise software market is valued at $280 billion, roughly equivalent to Greece's annual GDP.

????A silent revolution in enterprise IT is already underway. Here are five hallmarks of the new wave:

????1) The consumerization of enterprise software: What happens when a generation raised using intuitive, multimedia networks like Facebook - tools that are accessible from day one, no training required - enters the workplace? Suddenly, traditional enterprise software, like those monster spreadsheets on Excel, seems positively archaic by comparison. Today's business users expect a sexy, easy-to-use user interface, and the next generation of business software - think Dropbox, Yammer, Box - increasingly obliges, while also offering the security and compliance features traditionally demanded by enterprises.

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