Današnja osrednja novica na internetih je, da je Microsoft kupil podjetje Nokia za skoraj 8 milijard dolarjev. Ta poteza je bila že dlje časa pričakovana, vendar se ni vedelo, kdo bo tisti, ki bo upal kupiti nekoč paradnega konja. Zgodba podjetja Nokia je zanimiva – še pred petimi leti, preden so na trg prišli pametni telefoni, so bili najmočnejši igralec na trgu. In imeli so produkte, ki so bili vredni svojega imena. Pa vendar je bila Nokia še veliko več kot zgolj mobilni telefon.
Za mlajše Nokia 3310, za poslovneže Nokia 6310i, za dame Nokia 8810 (upam, da je prava številka). Nokia je imela velik nabor zanimivih telefonov, vendar ko se odločili, da bodo razvili svoj “operacijski sistem” – Maemo (če se prav spomnim), pa so se njihovi načrti podrli. In takrat se je začela njihova kalvarija – ki je niso mogli več spremeniti, kljub temu da so iskali zavezništvo pri Microsoftu in dali na trg telefon z MS operacijskim sistemom.
Danes, ko je jasno, da je Microsoft kupil Nokio zaradi vsega znanja, patentov in tudi biznisa (razvoja), ki ga še vedno “furajo”, se mi zastavlja vprašanje, če to pomeni konec Nokie? Namreč ravno to se je zgodilo z veliko storitvami, ali produkti, katere je Microsoft pred leti kupil in so čez čas končali na smetišču zgodovine – podobno, kot se dogaja pri Googlu in njihovimi nakupi podjetij, ki bi jim lahko nekoč postala konkurenca. Razumem, da se hoče Microsoft pozicionirati na trgu kot podjetje za storitve in naprave in kot takšnemu mu je “crknjen paradi konj mobilne telefonije” padel v naročje kot naročen.
Vprašanje je le, kaj se bo zgodilo sedaj s tem – bo Microsoft nase prenesel vse patente in ljudi, ki jih potrebuje in potem začel s svojo manufakturo telefonov, ali pa bo dejansko razvijal produkte na podlagi Nokie.
Če se pred leti ne bi Nokia odločila, da gre v korak s časom in šla na pot pametnih telefonov in bi ostala pri tistem, kar je najbolj znala, dvomim, da bi se ji sedaj zgodilo kaj takšnega. Namreč EMEA trgi so vseeno precej zanimivi in število uporabnikov mobilne telefonije pri njih ni zanemarljivo. In v večini primerov se uporablja zgolj klic in SMS – pri tem je bila Nokia definitivno najboljša!
Še par povezav:
- Microsoft To Buy Nokia’s Mobile Business For $5B, License Patents For $2.2B
- Microsoft reaches $7.2B deal for Nokia handset business
- Microsoft Gets Nokia Units, and Leader
Pismo, ki ga je Steve Ballmer poslal svojim zaposlenim:
From: Steve Ballmer
To: MS FTEs
Date: Sep. 2, 8:00 PM PDT (Sep. 3, 6:00 AM EET)
Subject: Accelerating Growth
We announced some exciting news today: We have entered into an agreement to purchase Nokia’s Devices & Services business, which includes their smartphone and mobile phone businesses, their award-winning design team, manufacturing and assembly facilities around the world, and teams devoted to operations, sales, marketing and support.
For Microsoft, this is a bold step into the future and the next big phase of the transformation we announced on July 11.
We are very excited about the proposal to bring the best mobile device efforts of Microsoft and Nokia together. Our Windows Phone partnership over the past two and half years has yielded incredible work – the stunning Lumia 1020 is a great example. Our partnership has also yielded incredible growth. In fact, Nokia Windows Phones are the fastest-growing phones in the smartphone market.
Now is the time to build on this momentum and accelerate our share and profits in phones. Clearly, greater success with phones will strengthen the overall opportunity for us and our partners to deliver on our strategy to create a family of devices and services for individuals and businesses that empower people around the globe at home, at work and on the go, for the activities they value most.
We have laid out Microsoft’s strategic rationale for this transaction in a presentation that I encourage you to read.
This is a smart acquisition for Microsoft, and a good deal for both companies. We are receiving incredible talent, technology and IP. We’ve all seen the amazing work that Nokia and Microsoft have done together.
Given our long partnership with Nokia and the many key Nokia leaders that are joining Microsoft, we expect a smooth transition and great execution.
As is always the case with an acquisition, the first priority is to keep driving through close, which we expect in the first quarter of 2014, following approval by Nokia’s shareholders, regulatory approvals, and other closing conditions.
But I also know people will have some questions about what happens post-close. While details aren’t final, here is what we know, and how we’re generally approaching integration:
1. Stephen Elop will be coming back to Microsoft, and he will lead an expanded Devices team, which includes all of our current Devices and Studios work and most of the teams coming over from Nokia, reporting to me.
2. Julie Larson-Green will continue to run the Devices and Studios team, and will be focused on the big launches this fall including Xbox One and our Surface enhancements. Julie will be joining Stephen’s team once the acquisition closes, and will work with him to shape the new organization.
3. As part of the acquisition, a number of key engineering leaders will be joining Microsoft from Nokia, reporting to Stephen in his new capacity:
· Jo Harlow, who will continue to lead the Smart Devices team
· Timo Toikkanen, who will continue to lead the Mobile Phones team
· Stefan Pannenbecker, who will lead Design
· Juha Putkiranta, who will lead the integration effort on Nokia’s behalf
4. Regarding the sales team, we plan to keep the Nokia field team, led by Chris Weber, intact and as the nexus of the devices sales effort, so that we can continue to build sales momentum. After the deal closes, Chris and his team will be placed under Kevin Turner. We will develop a single integrated team that is selling to operators, and there may be other integration opportunities that we can pursue. Kevin will work with Chris Weber and Chris Capossela to make those plans.
5. Our operating system team under Terry Myerson will continue unchanged, with a mission of supporting both first-party and third-party hardware innovation. We are committed to working with partners, helping them build great products and great businesses on our platform, and we believe this deal will increase our partner value proposition over time. The established rhythms and ways of working between Terry and his team and the incoming Nokia team will serve us well to ensure that we do not disrupt our building momentum.
6. We are planning to integrate all global marketing under Tami Reller and Mark Penn. It is very important that we pursue a unified brand and advertising strategy as soon as possible.
7. Finance, Legal, HR, Communications, DX / Evangelism, Customer Care and Business Development will integrate functionally at Microsoft. Sourcing, customer logistics and supply chain will be part of Stephen’s Devices organization. ICM / IT will also integrate functionally for traditional IT roles. We will need to work through the implications for factory systems given the differing manufacturing processes and systems at both Nokia and Microsoft.
8. We plan to pursue a single set of supporting services for our devices, and we will figure out how to combine the great Nokia efforts into our Microsoft services as we go through the integration process.
9. There are no significant plans to shift where work is done in the world as we integrate, so we expect the Nokia teams to stay largely in place, geographically.
10. Tom Gibbons will lead the integration work for Microsoft.
While today’s announcement is big news, we have to stay heavily focused on running the current business. We have a huge fall and holiday season ahead of us, so we need to execute flawlessly and continue to drive our business forward. I have no doubt we will.