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2年前被微软收购的诺基亚移动设备部门,如今被新CEO一锅端了

减损费用或意味诺基亚移动部门的收购给微软资产带来增值的水平没有达到预期,而裁员则更加印证了这个猜测。裁员将主要来自芬兰(2300人)、北京等地的部分手机硬件员工,以及SMSG;微软还宣布,地图业务不会放弃;广告方面,微软将放弃展示广告,专注于搜索广告。

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发布于 2015年7月8日

一财年一度的微软裁员又来了。

不久前,微软发出声明,将裁员7800人。同时,公司将提列76亿美元减损费用(write off),与收购诺基亚移动设备部门相关。

大部分裁员名额将由移动部门产生。此前,微软进行了一次公司组织结构调整,连带一次集中的高管任免。跟随诺基亚收购回到微软的“特洛伊木马高管”史蒂芬·艾洛普,以及另一名诺基亚背景,负责微软移动设备业务的高管乔·哈洛,二人双双离职。

另外,本次提列减损费用与收购诺基亚移动设备部门相关。此前,微软斥资约50亿美元收购诺基亚旗下移动设备业务,另外花费22亿美元左右收购了诺基亚的大量移动通讯相关的专利组合。此番提列减损费用的账面操作,可能意味着对诺基亚的收购并没有让微软满意,收购给微软带来的实际资产增值比预期要少。

微软CEO萨特亚·纳德拉已经履新一年之久,而7月是微软新财年的开始。上一财年(去年7月)时,微软就宣布了裁员计划。

因为收购了诺基亚大部分的移动业务部门,微软员工总数显著增加,截止至2014年底已经超过了12万人。截止至上一财年结束,微软共裁员18000人。本次的7800人,恐怕是微软新一财年裁员计划的第一步,如果未来的公司组织架构精简程度仍无法让纳德拉满意的话,恐怕微软还会继续裁员。

根据目前我们了解到的消息,7800人当中主要将来自微软在芬兰的手机制造部门,这些员工主要来自对诺基亚的收购。除此之外,包括北京等地的硬件研发员工都将面临被裁撤的风险。而微软的销售、营销与服务事业群(SMSG)也将进行一次包含裁撤的组织架构调整。

1)移动

虽然本次裁员主要涉及Windows Phone部门,但在给全体员工的内部信中,纳德拉表示将会继续坚持做微软手机。他指出,微软将贯彻“更高效的手机机型组合”,也即精简机型数量,着力推出体验更优质的Windows(10)手机。根据媒体报道,微软为即将发布的Windows 10已经准备好了两款旗舰手机。或许在未来,我们不再会看到微软的Windows Phone机海——它们对于提升Windows Phone操作系统的市场份额丝毫没有作用。

2)地图

此前,微软将地图业务部门中负责图像采集的员工转移给了手机叫车软件优步(Uber)。纳德拉表示,微软将继续为合作伙伴提供基础的地图数据和图像采集服务。

3)广告

在内部信中纳德拉表示,微软的广告部门会将重点放在搜索上。此前,微软放弃了展示广告(display ad)业务,转而与美国在线(AOL)和AppNexus进行网页和移动端的合作。同时,美国在线旗下网站的搜索和搜索广告业务都将由Bing来支持。

纳德拉内部信全文

Team,

Over the past few weeks, I've shared with you our mission, strategy, structure and culture. Today, I want to discuss our plans to focus our talent and investments in areas where we have differentiation and potential for growth, as well as how we'll partner to drive better scale and results. In all we do, we will take a long-term view and build deep technical capability that allows us to innovate in the future.

With that context, I want to update you on decisions impacting our phone business and share more on last week's mapping and display advertising announcements.

We anticipate that these changes, in addition to other headcount alignment changes, will result in the reduction of up to 7,800 positions globally, primarily in our phone business. We expect that the reductions will take place over the next several months.

I don't take changes in plans like these lightly, given that they affect the lives of people who have made an impact at Microsoft. We are deeply committed to helping our team members through these transitions.

Phones. Today, we announced a fundamental restructuring of our phone business. As a result, the company will take an impairment charge of approximately $7.6 billion related to assets associated with the acquisition of the Nokia Devices and Services business in addition to a restructuring charge of approximately $750 million to $850 million.

I am committed to our first-party devices including phones. However, we need to focus our phone efforts in the near term while driving reinvention. We are moving from a strategy to grow a standalone phone business to a strategy to grow and create a vibrant Windows ecosystem that includes our first-party device family.

In the near term, we will run a more effective phone portfolio, with better products and speed to market given the recently formed Windows and Devices Group. We plan to narrow our focus to three customer segments where we can make unique contributions and where we can differentiate through the combination of our hardware and software. We'll bring business customers the best management, security and productivity experiences they need; value phone buyers the communications services they want; and Windows fans the flagship devices they'll love.

In the longer term, Microsoft devices will spark innovation, create new categories and generate opportunity for the Windows ecosystem more broadly. Our reinvention will be centered on creating mobility of experiences across the entire device family including phones.

Mapping. Last week, we announced changes to our mapping business and transferred some of our imagery acquisition operations to Uber. We will continue to source base mapping data and imagery from partners. This allows us to focus our efforts on delivering great map products such as Bing Maps, Maps app for Windows and our Bing Maps for Enterprise APIs.

Advertising. We also announced our decision to sharpen our focus in advertising platform technology and concentrate on search, while we partner with AOL and AppNexus for display. Bing will now power search and search advertising across the AOL portfolio of sites, in addition to the partnerships we already have with Yahoo!, Amazon and Apple. Concentrating on search will help us further accelerate the progress we've been making over the past six years. Last year Bing grew to 20 percent query share in the U.S. while growing our search advertising revenue 28 percent over the past 12 months. We view search technology as core to our efforts spanning Bing.com, Cortana, Office 365, Windows 10 and Azure services.

I deeply appreciate all of the ideas and hard work of everyone involved in these businesses, and I want to reiterate my commitment to helping each individual impacted.

I know many of you have questions about these changes. I will host an employee Q&A tomorrow to share more, and I hope you can join me.

Satya

消息仍在更新中

题图:福布斯

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