拉里•佩奇上任一周成绩盘点
谷歌新任首席执行官履任第一周的重要举措。 谷歌(Google)联合创始人拉里•佩奇重新掌舵这家公司已有一周,这一周他采取了一些大刀阔斧的举措。让我们来看看已经采取的以及未来可能采取的举措吧。 佩奇重新掌舵公司24小时之内,谷歌即宣布希望收购北电(Nortel)所有专利,这将使谷歌在无线领域拥有更平等的竞争地位。谷歌的Android操作系统已超出了公司的专利组合,其他行业巨头正在将谷歌告上法庭。谷歌的公开出价是9亿美元(而且通过这样的公开出价,即便其他公司有更好出价,谷歌也能获益)。 此举不错。专利问题仍是Android生态系统中最大的不确定因素之一:拥有一个专利组合,填补那些可能招人攻击的专利空白领域,将有助于从事Android相关工作的人们夜间睡个安稳觉。 上任第二天:在谷歌任职近10年的产品管理高级副总裁乔纳森•罗森博格被赶出门。他的离开同佩奇希望提高公司效率和精简管理团队不无关系。罗森博格是艾瑞克•施密特首批招募的英才之一,被视为谷歌当前管理层的早期管理导师。罗森博格计划帮助前首席执行官施密特撰写一本关于谷歌管理的书,说明他与这位前首席执行官站在同一阵营里。 上任第三天:谷歌宣布将召开业绩电话会议,这将是佩奇时代的第一次(佩奇首次担任谷歌首席执行官时,谷歌还未上市)。谁将和首席财务官帕特里克•皮切特一同出席呢?随着施密特和罗森博格离开,这是拉里•佩奇亮相并设定公司方向的绝佳时机,至少在投资者眼中是这样。 上任第四天:佩奇将员工奖金与社交业务挂钩。这可能是迄今最不讨巧的举措,此举的舆论反响较差。长期而言,这或许并不是一个那么糟的点子。近年来一些谷歌雇员出于对真正财富和纸面财富的追求,开始转而投入Facebook和其他新兴社交公司的怀抱。虽然此举相比新兴社交公司能提供的财富仍微不足道,但谷歌终于在发展社交产品方面有了一些金钱激励。 再退一步,这也让谷歌2万多名聪明的员工开始思考社交产品。 上任第五天:谷歌与ITA的交易获批,双方都将此宣扬为一大成功。谷歌须允许Fairsearch.org成员继续使用ITA 软件,而且更有意思的是,谷歌还必须邀请政府监管部门每年对谷歌的竞争力进行评估。 这是一大不确定因素,因为在美国和欧洲都已出现了政府干预和有碍竞争的指控。 上任第六天:YouTube宣布推出YouTube Live直播功能。这对于报道新闻、事件和体育赛事意义重大。Ustream和其他网站拥有此类受欢迎的服务已有时日,但YouTube进入这一领域对于新形式内容意义非凡。加上谷歌计划投资1亿美元于原创内容,理论上现在你已可以将YouTube视为其自己的网络。
而且就在本周末之前,肖纳•布朗被降职,接管Google.org业务。上周她在谷歌高管名单中还名列第五,这是一个重大打击。首席财务官帕特里克•皮切特将接管人力资源和商业运营。谷歌人事副总裁拉兹洛•波克的命运仍未知——他可能将向皮切特汇报工作。 因此,现在谷歌有了新的组织架构,但在本文撰写时,老的组织架构图还挂在谷歌网站上。有意思的是,佩奇目前有7个人直接向他汇报,这是科学统计显示的人类可同时兼顾事务的数值。 据一位了解情况的人士称,升职为高级副总裁的管理人士包括:领导YouTube的萨拉•卡曼加,主管Android的安迪•鲁宾,主管Chrome网页浏览器和操作系统的桑达尔•皮查伊以及负责社交网络发展计划的维克•冈多特拉。 这位人士还表示,现任的三位高级副总裁——领导广告产品发展计划的苏珊•沃西基,工程高管杰夫•胡伯以及主管工程和研究的阿兰•尤斯塔斯将分别主管广告、商务和本地业务以及网络搜索。 到目前为止,我得说佩奇打理得不错,但长期效果仍未知。就在日前,有报道称,谷歌的竞争对手Facebook 将同谷歌在中国的搜索业务竞争对手百度合作建立一个社交网络网站。或许,佩奇应当考虑与中国社交网络领域的领头羊腾讯建立良好的关系。 那也许是他第二周要做的事。 我们将在本周四的业绩电话会议上了解到谷歌更多的计划。 |
The New/Old Google CEO made some important moves in his first week. Co-Founder Larry Page took back the helm of Google(GOOG) a week ago and has made some bold moves over the past week. Let's take a look at what has transpired and what's likely to come. Within 24 hours of taking control, Google announced it was seeking to buy up Nortel patents, which would put it on more equal footing in the Wireless space. Google's Android OS has outgrown the company's patent portfolio and the other industry titans are now taking aim at Google in the courtroom. Google's opening offer was $900 million (and by putting that out there, Google gets a reward if it is outbid). This is a good move. Patent questions are still one of the biggest uncertainties in the Android ecosystem and having a portfolio that matches those who wish to attack will help those who work with Android sleep at night. Day Two: Product Chief Jonathan Rosenberg was shown the door after almost a decade with the company. His departure is associated with Page's desire to streamline the company and cut out some management fat. Rosenberg was brought in as one of Eric Schmidt's first significant hires and is seen as an early management mentor to Google's current ruling class. His plans to help write a book with former CEO Eric Schmidt on Google management shows that Rosenberg was clearly aligned with the former CEO. Day Three: Google announced its earnings call which would be the first in Page's era (Google wasn't public in his first CEO tenure). Who will join CFO Patrick Pichette? With Schmidt and Rosenberg gone, it will be a good time for Larry Page to make an appearance and set the direction for the company, at least in the eyes of investors. Day Four: Page ties employee bonuses to Social. Probably the clumsiest move so far, the PR spin from this move has been bad. Long term, the move may not be such a bad idea. Google employees have been departing to Facebook and other social startups for real and perceived riches. Now, to a much smaller extent, they have some monetary motivation to work on social at Google. At the very least, it puts social on the minds of Google's brainy 20,000-plus workforce. Day Five: The Google-ITA deal got pushed through and both sides somehow seem to be trumpeting it as a success. Google must let the Fairsearch.org members have access to ITA software and even more interesting, must invite Government regulators to evaluate Google's competitiveness on a yearly basis. This is a big wild card as government intervention and competitiveness claims arise both in the US and the E.U. Day Six: YouTube announces YouTube Live streaming. This is a big deal for news, events and sports coverage. Ustream and other sites have popularized services like this for awhile but YouTube's entry into this space will be a big deal for new types of content. Couple that with the $100 million Google is funneling into original content and you could theoretically call YouTube its own network at this point. And just under the wire this weekend, Shona Brown, was demoted to overseeing the Google.org business. She was last week, number five on Google's exec list which is a huge blow. Now, CFO Patrick Pichette, will be taking over HR and BizOpps. The fate of Lazlo Bock, Google's VP of HR is in question - he likely will report to Pichette. So now Google has a new Org structure, though as of this writing the old one is still on Google's website. Interestingly, Page has seven direct reports now, the scientific number of things that humans can focus on at once. The executives promoted to senior vice president include Salar Kamangar, who leads YouTube; Andy Rubin, chief of Android; Sundar Pichai, head of the Chrome Web browser and operating system; and Vic Gundotra, who is in charge of the company's social-networking initiatives, said a person familiar with the matter. Three current senior vice presidents—Susan Wojcicki, who leads advertising-product initiatives; Jeff Huber, an engineering executive; and Alan Eustace, who led engineering and research—will become heads of ads, commerce and local, and Web search, respectively, the person said. So far, I'd say Page is taking care of business though the long term consequences are still unknown. Just today, it was revealed that rival Facebook is going to be teaming up with search rival Baidu in China for a social network. Perhaps Page should get friendly with Tencent, the current leader in Social in China. That's for week two. We'll find out more about Google's plans at the earning's call on Thursday. |