Am 30. Juni endet das Fiskaljahr von Microsoft. Zu diesem Anlass wendet sich der Konzernchef traditionell mit einem Schreiben an die Belegschaft, um einen kurzen Rückblick zu wagen und seine Vision für die Zukunft zu skizzieren. Satya Nadella’s Schreiben vom vergangenen Jahr – sein erstes als CEO von Microsoft – sollte tatsächlich wegweisend sein für die darauffolgenden 12 Monate. Erstmals wurde darin das Mantra cloud first, mobile first formuliert, das in all seiner Knappheit und Prägnanz eine neue Ära beim Softwareriesen einläutete.
Nun hat Nadella erneut eine Email an die Microsoft Mitarbeiter geschrieben, um sie auf ein neues, gemeinsames Ziel einzuschwören.
„Unsere Mission ist es, jede Person und jede Organisation auf der Welt dazu zu befähigen, mehr zu erreichen.“
Was ziemlich wage und etwas hochgestochen klingt, wird anschließend durch 3 Punkte konkretisiert, die Nadella als die wichtigsten Ambitionen von Microsoft beschreibt:
- Produktivität und Arbeitsprozesse neu erfinden
- Die intelligente Cloud Plattform bauen
- Den Computer noch persönlicher machen
Das sind weniger überraschende, neue Visionen als vielmehr die Essenz dessen, was wir schon in den letzten Monaten immer wieder von Nadella und anderen Microsoft Managern gehört haben.
„Harte Entscheidungen“ angekündigt
Die sehr ausführliche Email ist naturgemäß sehr optimistisch formuliert und liest sich, zu großen Teilen, wie ein Motivationsschreiben. Umso krasser sticht aber eine kritische Bemerkung im letzten Absatz hervor. Dort heißt es in einem Nebensatz:
„In Bereichen, wo die Dinge nicht so gut laufen, werden wir einige harte Entscheidungen treffen müssen“
Man kann davon ausgehen, dass in einem solchen Schreiben, jedes Wort wohlüberlegt ist. Klar, dass dann die Alarmglocken schrillen, wenn der CEO für das kommende Geschäftsjahr „harte Entscheidungen“ (tough choices) ankündigt. Und wenn bei Microsoft von „Bereichen, die nicht so gut laufen“ die Rede ist, denken viele als erstes an Windows Phone und die defizitäre Mobilfunksparte.
Satya Nadella war bekanntermaßen nie ein Befürworter der Nokia Übernahme. Und im abgelaufenen Quartal musste Microsoft einen Verlust von 12 Cent pro verkauftem Lumia ausweisen und vor weiteren potentiellen Milliarden-Abschreibungen warnen.
Klar hat Microsoft aktuell noch andere Sorgenkinder, etwa die Suchmaschine Bing oder die Xbox One. Aber die Bing Sparte ist strategisch unheimlich wichtig und die Xbox wurde erst kürzlich auf der E3 (überzeugend) zelebriert. Der Verdacht liegt also nahe, dass unseren geliebten Lumias unruhige Zeiten bevor stehen.
Geht es um weitere Stellenkürzungen? Einen Verkauf der Produktionsstätten? Oder will sich Nadella sogar komplett von der Mobilfunksparte trennen? Letzteres kann man sich eigentlich nur schwer vorstellen, denn heute wie vor einem Jahr scheint zu gelten, dass Windows Phone – bzw. Windows 10 Mobile – ohne Lumia keine Überlebenschance hat.
Derzeit ist alles Spekulation. Aber man muss bedenken, dass Nadella schon mehr als eine Entscheidung getroffen hat, die vor einiger Zeit noch undenkbar gewesen wäre. Auf jeden Fall darf man gespannt sein, was das kommende Microsoft Jahr noch für Überraschungen bereit hält. Ich hoffe, es werden vor allem positive sein.
Satya Nadella’s Mail an die Belegschaft im Wortlaut:
Team,
I believe that we can do magical things when we come together with a shared mission, clear strategy, and a culture that brings out the best in us individually and collectively. Last week I shared how we are aligning our structure to our strategy. Today, I want to share more on the overall context and connective tissue between our mission, worldview, strategy and culture. It is critical that we start the new fiscal year with this shared vision on what we can do and who we want to become.
Mission. Every great company has an enduring mission. Our mission is to empower every person and every organization on the planet to achieve more. I’m proud to share that this is our new official mission statement. This mission is ambitious and at the core of what our customers deeply care about. We have unique capability in harmonizing the needs of both individuals and organizations. This is in our DNA. We also deeply care about taking things global and making a difference in lives and organizations in all corners of the planet.
Worldview. We must always ground our mission in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world. It’s important to note that our worldview for mobile-first is not just about the mobility of devices; it’s centered on the mobility of experiences that, in turn, are orchestrated by the cloud. That is why we think of these two trends together. What we do with our products and business models has to account for this fundamental transformation.
Strategy and ambitions. Our strategy is to build best-in-class platforms and productivity services for a mobile-first, cloud-first world. Our platforms will harmonize the interests of end users, developers and IT better than any competing ecosystem or platform. We will realize our mission and strategy by investing in three interconnected and bold ambitions.
1. Reinvent productivity and business processes
2. Build the intelligent cloud platform
3. Create more personal computingThese ambitions utilize a unique set of assets that span productivity services, cloud platform, our device platform and our family of devices. There is an explicit path dependence on how we achieve the “inter-connectedness” between the various elements of our strategy to gain momentum.
· First, we will reinvent productivity services for digital work that span all devices. We will also extend our experience footprint by building more business process experiences, integrated into content authoring and consumption, communication and collaboration tools. We will drive scale and usage by appealing to “dual-use” customers, providing productivity services that enable them to accomplish more at work and in the rest of their life activities with other people.
· Second, all these experiences will be powered by our cloud platform – a cloud that provides our customers faster time to value, improved agility and cost reduction, and solutions that differentiate their business. We’ll further provide a powerful extensibility model that is attractive to third-party developers and enterprises. This in turn enables us to attract applications to our cloud platform and attach our differentiated capabilities such as identity management, rich data management, machine learning and advanced analytics.
· Finally, we will build the best instantiation of this vision through our Windows device platform and our devices, which will serve to delight our customers, increase distribution of our services, drive gross margin, enable fundamentally new product categories, and generate opportunity for the Windows ecosystem more broadly. We will pursue our gaming ambition as part of this broader vision for Windows and increase its appeal to consumers. We will bring together Xbox Live and our first-party gaming efforts across PC, console, mobile and new categories like HoloLens into one integrated play.
Strength across all the ambitions enables us to deliver high value to our customers while providing us with the ability to differentiate ourselves from our competitors.
Culture. Perhaps the most important driver of success is culture. Over the past year, we’ve challenged ourselves to think about our core mission, our soul — what would be lost if we disappeared. That work resulted in the mission, strategy and ambitions articulated above. However, we also asked ourselves, what culture do we want to foster that will enable us to achieve these goals?
We fundamentally believe that we need a culture founded in a growth mindset. It starts with a belief that everyone can grow and develop; that potential is nurtured, not predetermined; and that anyone can change their mindset. Leadership is about bringing out the best in people, where everyone is bringing their A game and finding deep meaning in their work. We need to be always learning and insatiably curious. We need to be willing to lean in to uncertainty, take risks and move quickly when we make mistakes, recognizing failure happens along the way to mastery. And we need to be open to the ideas of others, where the success of others does not diminish our own.
We have the opportunity to exercise our growth mindset every day in three distinct areas:
· Customer-obsessed. We will learn about our customers and their businesses with a beginner’s mind and then bring solutions that meet their needs. We will be insatiable in our desire to learn from the outside and bring that knowledge into Microsoft, while still innovating to surprise and delight our users.
· Diverse and inclusive. The world is diverse. We will better serve everyone on the planet by representing everyone on the planet. We will be open to learning our own biases and changing our behaviors so we can tap into the collective power of everyone at Microsoft. We don’t just value differences, we seek them out, we invite them in. And as a result, our ideas are better, our products are better and our customers are better served.
· One Microsoft. We are a family of individuals united by a single, shared mission. It’s our ability to work together that makes our dreams believable and, ultimately, achievable. We will build on the ideas of others and collaborate across boundaries to bring the best of Microsoft to our customers as one. We are proud to be part of team Microsoft.
If we do all of this, we will achieve our mission to empower every person and organization on the planet. Beyond that, we will make a difference and find deep meaning in our work. We stand in awe of what humans dare to achieve, and we are motivated every day to empower others to achieve more through our technology and innovation.
When we come together as a team, with our exceptional talent and the mindset of a learner, we will grow as individuals, we will grow as a team, we will grow with our customers and partners, we will grow our opportunity, and we will grow our business going forward. And, ultimately, we will grow the impact we have in the world.
We’ve already started this evolution with things like OneWeek and Hackathon, customer feedback loops, our focus on usage in the engineering teams, our performance review model, as well as our diversity and inclusion efforts including the new unconscious bias training. We will do more and more to support the culture we have and recognize impact when we see it.
A good example of our culture in action right now is the work around Windows. We have approached Windows 10 with a growth mindset and obsession for our customers. We have the opportunity to connect with 1.5 billion Windows customers in 190 countries around the globe. We aspire to move people from needing Windows to choosing Windows to loving Windows. … Certainly we want to upgrade as many of our current Windows 7 and 8.1 customers to Windows 10 as possible through our free upgrade offer. More than that, though, we see this as an opportunity to support and celebrate how people and communities upgrade their world every day. To that end, starting on July 29 when Windows 10 becomes available, employees are invited to volunteer some time and upgrade their communities as part of the broader movement. More details will be available in the coming weeks — our hope is that not only our employees, but customers and partners as well, will get involved and be inspired. Together, we can make a big difference in our world.
I believe that culture is not static. It evolves every day based on the behaviors of everyone in the organization. We are in an incredible position to seize new growth this year. We will need to innovate in new areas, execute against our plans, make some tough choices in areas where things are not working and solve hard problems in ways that drive customer value. I really do believe that we can achieve magical things when we come together as one team and focus. I’m looking forward to what we can achieve together in FY16.
Satya
Wenn Microsoft 12 Cent Verlust einfährt, dann sollen sie die Geräte halt nen Dollar teurer machen… meine Güte… „Harte Entscheidungen“ klingt dramatisch, aber jetzt W10M aufgeben oder die Lumias aufgeben, sehe ich nicht… das wäre ein Todesurteil für viele. Wozu dann die Entwicklung am System? Wieso neue Lumias auf den Markt bringen? Wieso GDR 2? Alles hätte man sich sparen können. Glaube nicht, dass man die Sparte abschreiben wird.
Was es heissen wird? Wir werden sehen… was denkt Ihr persönlich (nicht sachlich) ?
12Cent minus , glaube ich nicht denn über die Apps und Cortana wird MS auch Einnahmen haben…
Ich sehe da eigentlich nicht, wieso da zwangsläufig was wegfallen soll. Bing wäre Unsinn, weil das für Cortana gebraucht wird. Xbox, was ich schon öfter gelesen habe, auch, weil man dann erklären müsste, was mit Franchises wie Forza oder Halo passieren soll. Skype? Möglich, der Messenger wird momentan ziemlich stiefmütterlich behandelt, wenn man mal vom Echtzeitübersetzer absieht. Und die Lumias abzusägen, wäre für Windows 10 Mobile glatter Selbstmord. Es gibt zwar andere Hersteller mit Microsoft-OS, aber außer den Lumias kann keiner zeigen, was Windows 10 wirklich leisten kann. Es gibt zwar das HTC One M9 als WP bei Verizon und… Weiterlesen »