這家公司有底氣叫板微軟
企業(yè)信息服務(wù)公司Slack的首席執(zhí)行官斯圖爾特·巴特菲爾德表示,盡管自家公司的用戶數(shù)量與主要競(jìng)爭(zhēng)對(duì)手微軟相比處于劣勢(shì),,但也有一些微軟并不具備的優(yōu)勢(shì),。 巴特菲爾德于本周一在科羅拉多州阿斯彭舉行的《財(cái)富》科技頭腦風(fēng)暴大會(huì)上接受采訪時(shí)說(shuō):“公司很難維持將自身精力真正專注于品質(zhì)和用戶體驗(yàn),而且公司規(guī)模越大,,維持的難度就越大,。” 自從五年前首次推出其信息服務(wù)應(yīng)用以來(lái),,Slack已經(jīng)迅速成為備受歡迎的郵件通訊替代方式,,它吸引了150個(gè)國(guó)家的60萬(wàn)名客戶。但公司也面臨著微軟這一強(qiáng)大的對(duì)手,,后者是企業(yè)辦公軟件的領(lǐng)先提供商,,其中包括Outlook郵件服務(wù)和類似于Slack的Teams信息服務(wù)應(yīng)用程序。 當(dāng)被問(wèn)及其公司是否存在被微軟碾壓的危險(xiǎn)時(shí),,巴特菲爾德指出,,微軟在年輕時(shí)便在IBM的強(qiáng)勢(shì)領(lǐng)域里超越了IBM。巴特菲爾德還表示,,然后谷歌又在互聯(lián)網(wǎng)搜索領(lǐng)域里打敗了微軟,,當(dāng)時(shí)谷歌還只是一家初創(chuàng)企業(yè)。隨后,,微軟又在社交領(lǐng)域里輸給了當(dāng)時(shí)還十分弱小的Facebook,。 他說(shuō):“從中我們可以看到,那些對(duì)客戶有著強(qiáng)大吸引力的小公司在某些情況下相對(duì)于多線作戰(zhàn)的大型公司有著一定的優(yōu)勢(shì)?!绷硪环矫?,“很多(小)公司也遭到了大公司的碾壓,?!?/p> 微軟披露,Teams——Slack的競(jìng)爭(zhēng)對(duì)手——已經(jīng)擁有了1300萬(wàn)日活躍用戶,。這個(gè)數(shù)字至少高于Slack最近披露的截至今年1月的1000萬(wàn)活躍用戶,。受此影響,Slack的股票上周在一天之內(nèi)下跌了4%,。 上個(gè)月,,微軟禁止其雇員在內(nèi)部使用Slack,稱該應(yīng)用程序存在安全隱患,。在歷史上,,微軟一直都借助其廣泛的產(chǎn)品以及與全球幾乎所有首要公司的關(guān)系網(wǎng),來(lái)打壓競(jìng)爭(zhēng)對(duì)手,。 但巴特菲爾德還表?yè)P(yáng)了其競(jìng)爭(zhēng)對(duì)手,,稱微軟“是一家了不起的公司”,而且其Azure云服務(wù)部門(mén)一直都是Slack的“優(yōu)秀合作伙伴”,。Slack將Azure作為其自身服務(wù)的基石,。 巴特菲爾德在評(píng)價(jià)微軟時(shí)說(shuō):“這家公司的規(guī)模太大了,結(jié)果不得不與全球各類公司進(jìn)行競(jìng)爭(zhēng),。不管微軟會(huì)采取何種方式,,我們對(duì)客戶的承諾不會(huì)變化……微軟怎么做真的沒(méi)有多大關(guān)系?!?/p> Slack是今年眾多上市的知名科技公司之一,,其他公司還包括Lyft、Uber,、Pinterest,、Zoom Video和PagerDuty。然而,,其他公司都采取了傳統(tǒng)的華爾街首次公開(kāi)募股來(lái)上市,,期間,由多家銀行組成的財(cái)團(tuán)將向投資者銷售新股,,然后在收取一定費(fèi)用后將現(xiàn)金收益交給上市公司,。但Slack采用了直接上市的方式,并未發(fā)行任何新股,,只是簡(jiǎn)單地允許包括其雇員在內(nèi)的現(xiàn)有股東在發(fā)售中銷售其股票,。 巴特菲爾德表示,,Slack基本上并未照搬傳統(tǒng)的IPO路線,,因?yàn)楣緹o(wú)需籌集更多的資金,。 他說(shuō):“在過(guò)去五年中,我們利用了非常寬松的籌資環(huán)境,,而且資產(chǎn)負(fù)債表規(guī)模已經(jīng)超過(guò)8億美元,。我們并不需要籌集任何資金,但我們?nèi)匀幌M鲜??!保ㄘ?cái)富中文網(wǎng)) 譯者:馮豐 審校:夏林 |
Corporate messaging service Slack has some advantages over its chief rival, Microsoft, despite Slack having fewer users, CEO Stewart Butterfield says. “It’s hard to maintain a real focus on quality, on user experience, and the bigger you get the harder it is,” Butterfield said in an interview at Fortune’s Brainstorm Tech conference in Aspen, Colo. on Monday. Since debuting its workplace messaging app five years ago, Slack has quickly become a popular alternative to communicating by email, attracting 600,000 customers in 150 countries. But it faces a tough adversary in Microsoft, the leading provider of corporate office software, including Outlook email and the Slack-like Teams messaging app. Asked whether his company was in danger of being crushed by Microsoft, Butterfield pointed out that a young Microsoft overtook IBM at the height of its domination. Then Google defeated Microsoft in Internet search when it was just an upstart, Butterfield noted, and then was itself defeated in social networking by the then-tiny Facebook. “The lesson that we take from that is that a smaller company if it has real traction with customers in some cases has a bit of an advantage against a large incumbent with multiple lines of business,” he said. On the other hand, “there’s plenty of (small) companies have been crushed, as well,” he conceded. Slack’s stock lost 4% in one day last week after Microsoft disclosed it had 13 million daily active users for its competing app, Teams. That’s more than Slack, at least according to its most recent disclosure as of the end of January, when it had 10 million such users. And last month, Microsoft banned its own employees from using Slack internally, citing potential security concerns. Microsoft has a long track record of defeating rivals with the help of its vast array of offerings and connections with almost every major company in the world. But Butterfield also praised his rival, saying Microsoft was “an incredible company” and that its Azure cloud services unit has been “a great partner” for Slack. Slack uses Azure as a backbone for its own service. “They’re big enough that they end up working with and competing with all kinds of people around the world,” Butterfield said of Microsoft. “Whatever Microsoft does, we’re still going to do the same thing for customers…it doesn’t really matter what Microsoft does.” Slack was among a wave of notable tech companies that have gone public this year including Lyft, Uber, Pinterest, Zoom Video, and PagerDuty. But all of the others did a traditional Wall Street initial public offering, in which a syndicate of banks sells new shares to investors and then delivers the proceeds to the company—minus fees. But Slack did a direct listing, issuing no new shares and simply allowing its existing shareholders, including its employees, to sell their holdings in the offering. Slack didn’t go the traditional IPO route largely because it didn’t need to raise any more money, Butterfield said. “We took advantage of the very generous funding environment over the last five years and had over $800 million on the balance sheet,” he said. “We didn’t need to raise any money, but we still wanted to be public.” |