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微软今天发布了2013财年第二财季财报,这也是Windows 8上市后的微软的首份财报。财报显示,微软Windows业务营收增长了24%,增至59亿美元。Windows 8有了一个看似不错的开局。可惜这一切仅仅是看似,与过去多款成功的桌面操作系统相比,Windows 8的业绩并不理想。

Windows 8的成功标准理应高于Windows 7,因为Windows 7的市场仍旧是传统的桌面市场,而Windows 8和WP8的目标包含了更为广阔的平板和手机市场。Gartner的报告称,截至2012年年底Windows设备的市场保有量为15亿台,而市场上使用Android系统的设备数量为6.08亿台。未来几年,微软有可能被Android超越。

这一次微软财报数据并不理想,微软Windows业务增长的24%并非是真正的增长,而是建立在过去多个季度下滑基础之上。Windows 7发布后的首个财季,Windows业务营收增长了76%;Windows Vista的发布后的首个财季,Windows业务营收增长了65%。

即使从绝对值上考量,微软这一季度Windows业务创造的59亿美元营收,仍远远低于Windows 7发售后的72亿美元营收。目前的微软连收复失地都略显困难,更别说图谋更广阔的移动互联网终端市场。

毫无疑问,看似热闹的Windows 8冷场了,这种时候,那个擅长一边嘶吼一边手舞足蹈的CEO鲍尔默在干些什么?

据国际金融报的报道,微软CEO鲍尔默最近联合对冲基金经理克里斯·汉森等人组成了一个西雅图收购财团,意图收购美职篮(NBA)萨克拉门托国王队。消息称,鲍尔默目前正在和国王队老板——马鲁夫(Maloo)兄弟进行谈判,球队交易价格可能为5亿美元左右。

目前,拥有美职篮球队的科技行业大佬包括小牛队的库班,金州勇士队的乔·拉科布,孟菲斯灰熊队的佩拉,鲍尔默的好友、微软联合创始人艾伦拥有波特兰开拓者队。有人猜测,在饱受质疑的困境下,鲍尔默大方出手收购球队,或是为了自己卸任后的生活作打算。

如果乔布斯的过人之处是“现实扭曲力场”,那么鲍尔默的特异功能绝对是“无视现实力场”。

微软前高管坎宾在其本周发行的《决心和意志:微软“秘密权力掮客”打破沉默》一书中写道,鲍尔默并非领导微软的正确人选,他通过排挤任何可能会挑战他权威的高管而牢牢掌控微软大权。

毫无疑问,赶走创造Windows 7和Windows 8的功臣辛诺夫斯基后,鲍尔默要做的不是跟艾伦一起在NBA赛场上吃爆米花,而是带领微软直面来自移动互联网时代的挑战。假如鲍尔默仍在继续视图“无视现实”,不如干脆让出CEO的位置,微软已经到了最危险的时候!

本文作者:娄池


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