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微軟增長(zhǎng)的關(guān)鍵:不是新Windows 10,而是云業(yè)務(wù)

微軟增長(zhǎng)的關(guān)鍵:不是新Windows 10,而是云業(yè)務(wù)

Michal Lev-Ram 2014年10月09日
在Windows10發(fā)布之際,《財(cái)富》采訪了微軟負(fù)責(zé)云和企業(yè)業(yè)務(wù)的執(zhí)行副總裁斯科特?格思里。對(duì)現(xiàn)在的微軟來(lái)說(shuō),實(shí)現(xiàn)增長(zhǎng)的關(guān)鍵不是Windows 10,而是格思里執(zhí)掌的云業(yè)務(wù)。

????美國(guó)時(shí)間9月30日上午,微軟(Microsoft)發(fā)布了其最新旗艦操作系統(tǒng)Windows10技術(shù)預(yù)覽版,并重新引入久違的開(kāi)始菜單,關(guān)于此消息已有諸多報(bào)道。新的操作系統(tǒng)可能在Windows 8基礎(chǔ)上提供人們期待的改進(jìn),但不太可能使微軟重振往日作為計(jì)算設(shè)備首選操作系統(tǒng)的輝煌,尤其是在當(dāng)今這個(gè)平板電腦和智能手機(jī)很大程度上取代了PC機(jī)的時(shí)代,這肯定是不可能的。

????而微軟有望實(shí)現(xiàn)較大增長(zhǎng)的領(lǐng)域其實(shí)是云業(yè)務(wù),如Azure(管理業(yè)務(wù)應(yīng)用程序的平臺(tái))和Office365(標(biāo)志性云端企業(yè)生產(chǎn)力軟件套裝)。公司最新財(cái)報(bào)顯示,商業(yè)云服務(wù)的營(yíng)收增長(zhǎng)了147%,年化運(yùn)營(yíng)收入逾44億美元。

????7月份,新任首席執(zhí)行官納德拉在與投資者的電話會(huì)議中表示:“我們的云操作系統(tǒng)是微軟最佳的增長(zhǎng)機(jī)遇”。納德拉曾擔(dān)任微軟云和企業(yè)業(yè)務(wù)執(zhí)行副總裁,難怪他看好該業(yè)務(wù)。自今年初接任首席執(zhí)行官以來(lái),納德拉對(duì)公司進(jìn)行了重組,并將出售微軟的云基礎(chǔ)架構(gòu)和應(yīng)用程序作為頭等要?jiǎng)?wù)。

????納德拉還發(fā)掘出在微軟擔(dān)任高管多年的斯科特?格思里接任自己原來(lái)的職位?!敦?cái)富》雜志近日采訪了格思里,問(wèn)及納德拉掌舵期間微軟發(fā)生的一些變化、與亞馬遜的競(jìng)爭(zhēng)以及微軟云產(chǎn)品與眾不同的地方。

????財(cái)富:您的職責(zé)發(fā)生了什么變化?

????格思里:我在2月份接任微軟云和企業(yè)業(yè)務(wù)執(zhí)行副總裁一職,與薩蒂亞上任首席執(zhí)行官是同一天。薩蒂亞談?wù)摰囊粋€(gè)主題是,我們?nèi)绾卧谝粋€(gè)以移動(dòng)為本、以云為本的世界生活。我認(rèn)為,微軟云和企業(yè)集團(tuán)最近兩三年一直非常注重這一使命。我們不斷轉(zhuǎn)變業(yè)務(wù),旨在真正實(shí)現(xiàn)這一愿景。我主要關(guān)注的問(wèn)題是,如何進(jìn)一步加速該進(jìn)程?我們?nèi)绾卧谶@條道路上繼續(xù)走下去?我們?nèi)绾螐念櫩统霭l(fā),并為顧客創(chuàng)造一套他們?cè)谶@個(gè)以移動(dòng)為本、以云為本的世界真正想要的產(chǎn)品?如何提供獨(dú)特的差異化產(chǎn)品?

????Much has already been written about Microsoft’s new Windows 10 and the reintroduction of its long-lost Start button after the company unveiled its updated flagship operating system on Tuesday morning. The new OS may provide a much-needed advance over its predecessor, Windows 8, but it is unlikely to restore Microsoft MSFT -1.22% to its former glory as the operating system of choice for computing devices—certainly not in an era where tablets and smartphones have largely supplanted the PC in terms of attention.

????Where Microsoft is seeing a lot of growth, though, is in its cloud-based businesses like Azure (a platform for managing business applications) and Office 365 (the cloud-based version of its signature productivity software suite). In the company’s most recent earnings report, revenue from commercial cloud services grew 147%, representing an annualized run rate of over $4.4 billion.

????“Our Cloud OS represents the fastest growing opportunity for Microsoft,” newish CEO Satya Nadella said during a call with investors in July. It’s no wonder Nadella, the former executive vice president of Microsoft’s cloud and enterprise group, is bullish on the business. Since taking over the top job earlier this year, he has reorganized the company and made selling Microsoft’s cloud infrastructure and applications a priority.

????Nadella also tapped Scott Guthrie, a longtime Microsoft exec, for his old role. Fortune recently caught up with Guthrie to ask about some of the changes under Nadella, the competition with Amazon, and what differentiates Microsoft’s cloud products.

????Fortune: How has your role changed?

????Guthrie: I took over in February, I think the same day Satya became CEO. One of the things that Satya talks about is how we’re living in a mobile-first, cloud-first world. I think the cloud and enterprise group in Microsoft has been very focused for the last two or three years on that mission. We’ve been in the process of transforming our business to really embrace that. I’d say a lot of my focus has been around, how we accelerate that even further? How do we move down that path? And then, how do we embrace customers and build the set of products that they really want in this mobile-first, cloud-first world, and provide a uniquely differentiated offering that we think only we can provide?

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