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梅耶爾:雅虎錯(cuò)失先機(jī),移動業(yè)務(wù)掉隊(duì)了

梅耶爾:雅虎錯(cuò)失先機(jī),移動業(yè)務(wù)掉隊(duì)了

Erin Griffith 2014年05月12日
今年,雅虎將無緣《財(cái)富》美國500強(qiáng)榜單,這還是九年來的頭一遭。兩年前上任的梅耶爾能夠拯救雅虎嗎?她認(rèn)為,雅虎復(fù)興的關(guān)鍵在于移動業(yè)務(wù),但雅虎這塊業(yè)務(wù)起步太晚,如今已經(jīng)掉隊(duì)了。

????瑪麗莎?梅耶爾大概兩年前就任雅虎(Yahoo)首席執(zhí)行官一職,從那時(shí)起,她一直致力于宣傳自己的“數(shù)字化生活習(xí)慣”主題。雅虎大舉進(jìn)軍移動領(lǐng)域,每天通過大量的應(yīng)用程序與公司的海量用戶重新實(shí)現(xiàn)互動。

????梅耶爾的戰(zhàn)略包括收購36家移動新創(chuàng)企業(yè)以及微博客服務(wù)Tumblr;重新推出照片分享網(wǎng)站Flickr,同時(shí)向每位用戶提供1TB的數(shù)據(jù);此外,她還推出了新的郵件、天氣和新聞應(yīng)用。

????其中有些應(yīng)用程序在評測人士中反響不錯(cuò),但其中沒有一個(gè)登上了應(yīng)用榜單十強(qiáng)。據(jù)移動應(yīng)用數(shù)據(jù)分析公司App Annie對應(yīng)用下載量的統(tǒng)計(jì),只有雅虎郵箱算是有所成就,在iOS平臺上的所有應(yīng)用中排在第43位,在Android平臺上排名第20位。(而與此同時(shí),美國佛羅里達(dá)州一位16歲少年花幾周時(shí)間開發(fā)了一款叫做4 Snaps的游戲,短短幾周就迅速坐上了iOS平臺文字類應(yīng)用的頭把交椅,登上游戲類50強(qiáng)榜單,還在所有應(yīng)用中擠進(jìn)了前200位。)

????《財(cái)富》雜志(Fortune)最新一期的封面故事提出了一個(gè)問題:梅耶爾能否拯救雅虎?今年,雅虎將無緣《財(cái)富》美國500強(qiáng)榜單,這是九年來的頭一遭。

????日前,在TechCrunch Disrupt大會上,梅耶爾在臺上承認(rèn)雅虎的移動業(yè)務(wù)挑戰(zhàn)重重。她說:“去年是我們開始投資于移動業(yè)務(wù)的一年?!?/p>

????梅耶爾說:“我們起步晚了,掉隊(duì)了?!彼a(bǔ)充道,自她加盟以來,雅虎 “取得了巨大的進(jìn)步”。過去一年,雅虎的郵件應(yīng)用、天氣應(yīng)用以及Tumblr移動應(yīng)用都做出了改變,梅耶爾為此感到驕傲。她表示,(用戶)參與度在提升。雅虎正在開發(fā)新的游戲平臺,同時(shí)也在繼續(xù)改善自己的通訊工具,而游戲和通訊正是人們使用手機(jī)時(shí)間最長的兩種方式。

????梅耶爾表示,正確發(fā)展移動業(yè)務(wù)是“一個(gè)非常重要的問題,也是(雅虎)錯(cuò)失的一個(gè)機(jī)會。”她剛到雅虎時(shí),雅虎只有很少人在開發(fā)移動產(chǎn)品;現(xiàn)在,雅虎已有數(shù)百名移動開發(fā)人員。梅耶爾還表示,到今年年底,雅虎的移動用戶數(shù)(目前每月為4.3億)將超過臺式機(jī)用戶數(shù)。

????梅耶爾在采訪中難得地承認(rèn)了雅虎的短板,否則,這次采訪不過又是另外一場官樣文章。采訪期間,采訪者邁克爾?阿靈頓一度對梅耶爾與公司既定政策高度一致的回答大感不快。 “我總是沒法誘導(dǎo)你(回答我的問題)” 阿靈頓說?!斑@讓我很惱火?!?/p>

????梅耶爾十分謹(jǐn)慎,對于人們猜測最多的阿里巴巴問題三緘其口。中國互聯(lián)網(wǎng)巨頭將于今年晚些時(shí)候上市,屆時(shí),雅虎預(yù)計(jì)將獲得100億美元的意外之財(cái)。這筆錢怎么花?根據(jù)梅耶爾的回答,雅虎會當(dāng)一個(gè)“資本的好管家”。

????阿靈頓說:“這話聽起來就像是律師寫的一樣?!保ㄘ?cái)富中文網(wǎng))

????譯者:項(xiàng)航

????Since becoming Yahoo's CEO almost two years ago, Marissa Mayer has promoted her theme of "digital daily habits." Yahoo's turnaround would include a major push into mobile, re-engaging with the company's large audience on a daily basis through its large portfolio of apps.

????Mayer's strategy for this includes buying 36 mobile startups and Tumblr. It includes relaunching Flickr, the photo-sharing site, and giving away a terabyte of data to each user. It includes launching new mail, weather, news apps.

????Some of the apps have been well-received by reviewers. But none have become top ten apps. According to App Annie's rankings of app downloads, only Yahoo Mail has made a dent, landing at #43 for iOS and #20 for Android. (Meanwhile, a game created in a few weeks by a 16-year-old in Florida called 4 Snaps has skyrocketed into the top spot for iOS apps in the Word category, the top 50 for Games, and top 200 overall, in a matter of weeks.)

????Fortune's latest cover story asks whether Mayer can save Yahoo. This year, for the first time in nine years, Yahoo (YHOO) will not be a part of the Fortune 500.

????On stage at the TechCrunch Disrupt conference today, Mayer admitted to Yahoo's struggles with mobile. "Last year was the year we began to make investment in mobile," she said.

????"We're late. We're behind," she said, adding that Yahoo has "made great strides" since she joined the company. She is proud of changes to Yahoo's mail app, its weather app, and Tumblr's mobile app over the last year. Engagement has picked up, she said. Yahoo is working on a new games platform and is continually improving its communications tools, which are the two most-engaging ways people use mobile phones.

????Getting mobile right is "a really critical issue, and a missed opportunity," Mayer said. When she arrived, very few people were working on mobile products at Yahoo; now Yahoo has hundreds of mobile developers. By the end of this year, Yahoo's mobile users (currently 430 million monthly) will overtake its desktop users, Mayer said.

????It was a rare admission of shortcomings in an otherwise politic interview. At one point her interviewer, Michael Arrington, became frustrated with Mayer's perfectly on-message answers. "I cannot throw you off," he said. "It's annoying to me that I can't."

????Mayer was careful not to reveal anything about the biggest topic of speculation around Yahoo: Alibaba. When the Chinese Internet giant goes public later this year, Yahoo is expected to reap a windfall of $10 billion. What will it do with the proceeds? According to Mayer, Yahoo will be a "good steward of capital."

????"That sounds like it was written by a lawyer," Arrington said.

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