{"config":{"moduleinfo":{"javascripts_count":[{"count_phone":0,"count":0}],"styles_count":[{"count_phone":0,"count":0}],"htmls_count":[{"count_phone":2,"count":2}]},"htmls":[],"styles":[{"text":".aliyun-topbar .aliyun-topbar-header .aliyun-topbar-element.sub-logo .sub-logo-link .sub-logo-image{height:22px !important;}"},{"text":".aliyun-topbar .aliyun-topbar-header .aliyun-topbar-element.sub-logo .sub-logo-link.pointer{display: flex;align-items:center;}"},{"text":".aliyun-topbar .aliyun-topbar-header .aliyun-topbar-element.aliyun-language{display:none !important;}"},{"text":".aliyun-topbar {box-shadow: none !important;}"}],"javascripts":[{"text":"function isDingTalkFn() { var ua = navigator.userAgent.toLowerCase(); var isIn = /dingtalk/gi.test(ua); if (isIn) { var style = document.createElement(\"style\"); style.innerText = ` @media (max-width: 768px) { .aliyun-module.wb-aliyun-developer-h5-nav { display: none!important; } .aliyun-module[data-module-name=\"@ali/hmod-ace-homepage-2020-hmod-footer\"] { display: none; } } `; document.head.appendChild(style); } }; isDingTalkFn();"}],"countinfo":{"htmls":{"length_pc":0,"length":0}},"header":"activity","logo":"https://img.alicdn.com/tfs/TB1KR.SwYr1gK0jSZFDXXb9yVXa-160-40.png","logoLink":"https://chuangke.aliyun.com/"},"settings":{"uuid":"NOUUID"}}
中国站
联系我们
ICP备案控制台登录/注册
{"config":{"moduleinfo":{"question":"","rightTitle":"个人中心","menu_count":[{"count_phone":8,"count":8}],"article":"","rightMenu_count":[{"count_phone":3,"count":3}]},"menu":[{"menuTitle":"出发吧创业者","menuLink":"https://startup.aliyun.com/special/gostartup"},{"ismoreList":false,"menuTitle":"首页","menuLink":"//chuangke.aliyun.com"},{"menuTitle":"资讯","ismoreList":false,"menuTag":"","menuLink":"//chuangke.aliyun.com/info/","submenu":[]},{"menuTitle":"融资","menuLink":"","ismoreList":true,"menuTag":"","submenu":[{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuTitle":"投BP","morsubemenuLink":"//chuangke.aliyun.com/company/"},{"morsubemenuTitle":"源码资本","morsubemenuLink":"https://chuangke.aliyun.com/financing/sourcecodecap"},{"morsubemenuLink":"https://chuangke.aliyun.com/financing/gaorongvc","morsubemenuTitle":"高榕资本"},{"morsubemenuLink":"https://chuangke.aliyun.com/financing/brv","morsubemenuTitle":"蓝驰创投"},{"morsubemenuLink":"https://chuangke.aliyun.com/financing/ebvc","morsubemenuTitle":"钟鼎创投"},{"morsubemenuTitle":"元璟创投","morsubemenuLink":"https://chuangke.aliyun.com/financing/visionpluscapital"},{"morsubemenuTitle":"靖亚资本","morsubemenuLink":"https://chuangke.aliyun.com/financing/emventures"},{"morsubemenuTitle":"清流资本","morsubemenuLink":"https://chuangke.aliyun.com/financing/crystalstreamcap"}],"moresubmenuTitle":"找融资"},{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuTitle":"专精特新直通北交所","morsubemenuLink":"https://chuangke.aliyun.com/startup-program/zjtx"},{"morsubemenuTitle":"线下园区入驻","morsubemenuLink":"//chuangke.aliyun.com/city"},{"morsubemenuTitle":"赛道明星班","morsubemenuLink":"//chuangke.aliyun.com/star"},{"morsubemenuTitle":"赛道训练营","morsubemenuLink":"//chuangke.aliyun.com/demoday"}],"moresubmenuTitle":"加速与孵化"}]},{"ismoreList":true,"submenu":[{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuLink":"https://chuangke.aliyun.com/special/newstartups","morsubemenuTitle":"项目求报道"},{"morsubemenuTitle":"大企业创新场景对接","morsubemenuLink":"https://chuangke.aliyun.com/openinnovation"},{"morsubemenuTitle":"IoT框架技术内测","morsubemenuLink":"https://chuangke.aliyun.com/waft"},{"morsubemenuTitle":"阿里生态资源对接","morsubemenuLink":"//chuangke.aliyun.com/markets/aliyun/surpportive"},{"morsubemenuTitle":"深圳千万上云补贴扶持","morsubemenuLink":"//chuangke.aliyun.com/szwqsy/"}],"moresubmenuTitle":"资源对接"},{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuTitle":"创业大赛","morsubemenuLink":"//chuangke.aliyun.com/event"},{"morsubemenuTitle":"88帮帮节","morsubemenuLink":"//chuangke.aliyun.com/special/88"},{"morsubemenuTitle":"创业节","morsubemenuLink":"https://chuangke.aliyun.com/chuangyejie/1111/2021"},{"morsubemenuTitle":"创峰会","morsubemenuLink":"//chuangke.aliyun.com/chuangfenghui"},{"morsubemenuTitle":"云栖TechDay","morsubemenuLink":"//chuangke.aliyun.com/techday"}],"moresubmenuTitle":"热门活动"}],"menuTitle":"资源与活动","menuLink":""},{"menuTitle":"城市站","menuLink":"","ismoreList":false,"submenu":[{"submenuLink":"https://startup.aliyun.com/city/nb/","submenuTitle":"宁波海曙站"},{"submenuLink":"//startup.aliyun.com/city/vanke-wanchuang/portal","submenuTitle":"万创科技城站"},{"submenuTitle":"聊城城市站","submenuLink":"//startup.aliyun.com/city/lc/portal/"},{"submenuTitle":"太原城市站","submenuLink":"//startup.aliyun.com/city/ty/portal"},{"submenuLink":"//startup.aliyun.com/city/xt/","submenuTitle":"湘潭城市站"},{"submenuLink":"//startup.aliyun.com/city/zz/","submenuTitle":"郑州城市站"},{"submenuTitle":"岳阳城市站","submenuLink":"//startup.aliyun.com/city/yy/"},{"submenuTitle":"上海金桥站","submenuLink":"https://startup.aliyun.com/city/sh/"},{"submenuTitle":"成都","submenuLink":"https://startup.aliyun.com/city/cd/"},{"submenuTitle":"镇江","submenuLink":"https://startup.aliyun.com/city/zj/"}]},{"menuTitle":"活动中心","menuLink":"//startup.aliyun.com/event","menuTag":"","submenu":[],"ismoreList":false},{"menuTitle":"创业白皮书","menuTag":"","menuLink":"https://chuangke.aliyun.com/special/ebook"},{"menuTitle":"更多服务","menuLink":"","ismoreList":false,"submenu":[{"submenuTitle":"政策指南平台","submenuLink":"https://sme.aliyun.com/policy/"},{"submenuTitle":"创业直播间","submenuLink":"//chuangke.aliyun.com/live/"},{"submenuLink":"//market.aliyun.com/shuangchuang","submenuTitle":"创业服务市场"},{"submenuTitle":"人才招聘","submenuLink":"//edu.aliyun.com/recruit"},{"submenuTitle":"云栖大会科技专场","submenuLink":"https://chuangke.aliyun.com/special/yunqi/2021/live"}]},{"menuTitle":"直播间","menuLink":"https://chuangke.aliyun.com/live/","submenu":[{"submenuTitle":"云谷创新谈","submenuLink":"https://chuangke.aliyun.com/live/room/4"},{"submenuTitle":"星云计划公开课","submenuLink":"https://chuangke.aliyun.com/live/room/2"},{"submenuTitle":"一汽奔腾“智“”悦”座舱云上对接会","submenuLink":"https://chuangke.aliyun.com/live/video/250792"},{"submenuLink":"https://chuangke.aliyun.com/live/video/250721","submenuTitle":"钉钉专场:钉钉PaaS开放及生态策略"}]},{"menuTitle":"中小企业服务平台","menuLink":"https://sme.aliyun.com/"},{"menuLink":"https://chuangke.aliyun.com/brand/duoguan/","menuTitle":"品牌馆","submenu":[{"submenuTitle":"IT桔子","submenuLink":"https://startup.aliyun.com/brand/itjuzi/"},{"submenuTitle":"夺冠","submenuLink":"https://chuangke.aliyun.com/brand/duoguan/"},{"submenuTitle":"蓝驰创投","submenuLink":"https://chuangke.aliyun.com/financing/brv"},{"submenuTitle":"高榕资本","submenuLink":"https://chuangke.aliyun.com/financing/gaorongvc"},{"submenuTitle":"元璟资本","submenuLink":"https://chuangke.aliyun.com/financing/visionpluscapital/"},{"submenuTitle":"源码资本","submenuLink":"https://chuangke.aliyun.com/financing/sourcecodecap/"}]},{}],"rightMenu":[{"menuTitle":"我的项目","menuLink":"//chuangke.aliyun.com/project/my"}],"countinfo":{"menu":{"length_pc":0,"length":0},"rightMenu":{"length_pc":0,"length":0}},"publicity":{"img":"","link":""}},"settings":{"uuid":"NOUUID"}}
{"config":{"moduleinfo":{"searchLink":"//m.aliyun.com/product/search","channels_count":[{"count_phone":12,"count":12}],"searchText":"ecs","noAppDownload":true,"logo":"//gw.alicdn.com/tps/TB11eICOFXXXXaLapXXXXXXXXXX-130-39.png"},"channels":[{"spmId":"0","maxShowNum":"6","isOpenSubChannel":false,"link":"//chuangke.aliyun.com/","title":"首页"},{"spmId":"0","maxShowNum":"6","isOpenSubChannel":false,"link":"//chuangke.aliyun.com/info/","title":"创业资讯"},{"link":"","title":"找融资","subChannels":[{"title":"投BP","link":"//chuangke.aliyun.com/company/"},{"title":"云融资","link":"//chuangke.aliyun.com/product/financing"}],"isOpenSubChannel":true},{"spmId":"0","channelStr":"频道描述","maxShowNum":"6","isOpenSubChannel":false,"link":"","title":"孵化与加速","subChannels":[{"title":"线下园区入驻","link":"//chuangke.aliyun.com/city"},{"spmId":"0","tce_rule_count":"1","link":"//chuangke.aliyun.com/star","title":"AI赛道明星班"},{"spmId":"0","tce_rule_count":"1","link":"//chuangke.aliyun.com/demoday","title":"赛道训练营"}]},{"spmId":"0","maxShowNum":"0","isOpenSubChannel":false,"title":"资源对接","subChannels":[{"title":"大企业创新场景对接","link":"https://chuangke.aliyun.com/openinnovation"},{"link":"//chuangke.aliyun.com/markets/aliyun/surpportive","title":"阿里生态资源对接"},{"link":"//chuangke.aliyun.com/szwqsy/","title":"深圳千万上云补贴"}],"link":""},{"link":"","title":"走进城市站","isOpenSubChannel":false,"subChannels":[{"link":"https://chuangke.aliyun.com/city/vanke-wanchuang/portal","title":"万创科技城"},{"link":"https://chuangke.aliyun.com/city/lc/portal/","title":"聊城城市站"},{"link":"https://chuangke.aliyun.com/city/ty/portal","title":"太原城市站"},{"title":"湘潭城市站","link":"https://chuangke.aliyun.com/city/xt/portal"},{"title":"郑州城市站","link":"https://chuangke.aliyun.com/city/zz/portal"},{"title":"岳阳城市站","link":"//chuangke.aliyun.com/city/yy/"},{"title":"上海金桥站","link":"https://chuangke.aliyun.com/city/sh/"}]},{"spmId":"0","maxShowNum":"6","isOpenSubChannel":false,"link":"","title":"热门活动","subChannels":[{"title":"创业大赛","link":"//chuangke.aliyun.com/event"},{"title":"88帮帮节","link":"//chuangke.aliyun.com/special/88"},{"title":"创业节","link":"https://chuangke.aliyun.com/special/chuangyejie/spring2021"},{"title":"创峰会","link":"//chuangke.aliyun.com/chuangfenghui"},{"link":"//chuangke.aliyun.com/techday/","title":"云栖Techday"}]},{"link":"","title":"更多","isOpenSubChannel":false,"subChannels":[{"title":"求报道","link":"https://chuangke.aliyun.com/resource/apply/8/140#/"},{"title":"创业直播间","link":"//chuangke.aliyun.com/live/"},{"link":"//market.aliyun.com/shuangchuang","title":"创业服务市场"},{"title":"人才招聘","link":"//edu.aliyun.com/recruit"}]}],"countinfo":{"channels":{"length_pc":0,"length":0}}},"settings":{"uuid":"NOUUID","recommend":{"visibleMode":"default"},"anchor":{"visibleMode":"all"},"pc":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"","marginBottom":"","contentBackground":"","paddingHoz":"","paddingTop":"","paddingBottom":"","backgroundImage":"","autoHeight":false},"h5":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"","marginBottom":"","contentBackground":"","paddingHoz":"","paddingTop":"","paddingBottom":"","backgroundImage":"","autoHeight":false}}}
{"config":{"adConfig":{"target":"_blank","pcImg":"","h5Img":"","icon":"","mode":"all","extraList":[],"linkList":[],"href":""},"windowSet":{"open":true,"dataList":[{"list":[{"url":"https://chuangke.aliyun.com/special/newstartups","text":"求报道"},{"url":"https://chuangke.aliyun.com/company/","text":"找融资"}]},{"list":[{"text":"创企榜","url":"https://chuangke.aliyun.com/special/startup"}],"bgi":"https://img.alicdn.com/imgextra/i3/O1CN01vevPS31ofSq4izkDg_!!6000000005252-2-tps-84-232.png","color":"#fff"}]}},"settings":{"recommend":{"visibleMode":"default"},"anchor":{"visibleMode":"all"},"pc":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"0","marginBottom":"0","contentBackground":"","paddingHoz":"0","paddingTop":"0","paddingBottom":"0","backgroundImage":"","autoHeight":false},"h5":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"0","marginBottom":"0","contentBackground":"","paddingHoz":"0","paddingTop":"0","paddingBottom":"0","backgroundImage":"","autoHeight":false}}}

Zoom大裁员,钉钉、飞书、企业微信加快

疫情期间一度火爆的美国视频会议软件公司Zoom,如今也迎来了大规模的裁员。

商业化不断提速中。

疫情期间一度火爆的美国视频会议软件公司Zoom,如今也迎来了大规模的裁员。

上周二,Zoom创始人兼CEO袁征在公司博客上宣布公司计划裁员1300人,占到全球员工的15%。目前国内杭州、苏州、合肥子公司都已启动裁员。

在国内社交平台上,有此次被裁员工透露,赔偿方案按照N+4执行,即在工作年数外再加4个月工资,另外持有的限制性股票期权到今年8月9日解禁。

尽管Zoom给予的裁员补偿较为丰厚,但对于大多数员工来说这次裁员来的太突然。

一位此次被裁的员工在社交平台上分享到,“裁员凌晨2点通知,下午2点签完离职协议书就结束了,前一天还在讨论新项目怎么做”。还有员工表示,半夜收到裁员通知,猝不及防。

但对于Zoom来说,裁员的结果似乎早已注定。

作为一款多人视频会议应用,Zoom最早成立于2011年,但在疫情期间得益于在线办公的兴起,Zoom才真正迎来了高光时刻。

2020年Zoom股价一度飙涨400% ,最高达588.84 美元,最高市值达到1390 亿美元(折合人民币约9452 亿元),相比2019年4月上市当天的62美元,股价涨幅堪称一飞冲天。

和股价一同上涨的还有员工数量。其官网博客数据显示,2020年3 月,Zoom 全球员工人数为2500 人,2021 年3 月超过4400 人,近两年依然在不断扩张。按照袁征所说,“在24个月内,Zoom的规模扩大了3倍。”

但与此同时公司的营收增速却在不断放缓。

迹象最早在2021年就有显露。在经过2020年营收和净利润涨幅高达325%、2987%的快速增长后,2021年开始这一增速逐渐放缓,2021年全年营收为41亿美元,净利润13.75亿美元,同比增速分别为57%、105%;2022年前三季度营收增速进一步降至12%、8%、5%。

对于此次裁员,袁征进行了反省并承认犯下了错误:公司没有花足够的时间来全面分析团队,或评估是否在朝着最高优先级可持续发展。

并表示,对这些错误和当前采取的裁员行动负责——将下一个财政年度的薪水减少98%,并放弃23财年公司奖金。此外,Zoom的执行领导团队的成员将在下一个财政年度将他们的基本工资降低20%,同时也将没收他们的23财年公司奖金。

值得一提的是,疫情期间国内在线办公软件同样迎来高光。

QuestMobile发布的数据显示,去年11月协同办公APP月活用户数(MAU)集体达到近两年的峰值:钉钉MAU达到2.53亿,企业微信1.1亿,飞书930万。

此外云办公板块也持续走高,2021年2月,三五互联,会畅通讯,苏州科达,二六三,齐心集团金山办公泛微网络致远互联等8家公司股票全部涨停。

如今Zoom大裁员,国内在线办公怎么样了?

国内商业化加速

虽然同样吃到了疫情带来的红利,但是和Zoom增收增利不一样的是,为了抢夺用户,国内在线办公三巨头亏损甚至在不断加大。

以目前付费日活跃用户规模和企业组织数均排名第一的钉钉为例,疫情期间因免费开放吸引了大量用户涌入钉钉,数据显示2019年疫情爆发的前夕钉钉的用户数是2亿,截至2022年9月30日,钉钉的用户数已超6亿。

阿里巴巴在2020年财报中表示,2020财年第四季度创新计划和其他部分调整后的息税前利润损失30.63亿元人民币,主要原因是因为疫情期间免费提供远程办公软件钉钉所带来的亏损。

这一情况到2021年钉钉并入阿里云后情况依旧没有好转。有数据显示,钉钉每年网络带宽成本约为15亿-20亿元,而阿里云2022财年(2021年4月-2022年3月)经调整后利润为11.4亿元,尚不能覆盖钉钉的带宽成本。

日子不好过的不止钉钉,排名第二的企业微信以及第三飞书同样没有摆脱亏损。

如果说前期“跑马圈地”式的烧钱策略是必然,那么当用户增长见顶后,如何加快商业化变现成为钉钉、企业微信、飞书共同面临的难题。

可以看到的是,从2022年开始,国内在线办公软件加快了商业化步伐。

先是钉钉、企业微信和飞书从免费到收费的转变。

继2021年年底飞书宣布商业化后,2022年钉钉和企业微信先后公布新的收费方案。

去年3月,钉钉首提商业化路径:在免费的标准版基础上,推出专业版、专属版和专有版三个商业化版本。其中面向中小企业的专业版,年费为9800元;专属版面向大企业,可应企业需求定制功能,年费为10万元起;专有版主要面向政府、大型金融机构等,年费为100万元起。

同年9月,腾讯的企业微信开始按调用的账号数量收费,一个互动账号一年收费50元;和企微打通的腾讯会议开始对个人收费,包月价30元/月。

如今虽然疫情红利逐渐消退,但巨头之间的竞争仍在加剧。2022年年底到2023年初,飞书、钉钉动作频频。

飞书在裁员优化后转战海外。2022年底,据界面新闻消息,字节跳动开启裁员,公司整体优化规模约10%。从裁员情况看,飞书是裁员的重灾区。

从10月绩效评定结束到12月初,飞书人员规模减少了1000多人,降幅已超过10%,而且裁员还在继续。

今年1月,有媒体报道,飞书管理层召开内部会议,透露了一个重大改变:业务重心将转移至海外市场,特别是日本、东南亚和欧洲地区。有业内人士分析称在字节内部强调降本增效、去肥增瘦的背景下,飞书商业化压力加大,而选择出海多是国内业务短时间没有盈利可能。 

另一边钉钉则是老板亲自下场管理。

去年12月,阿里巴巴集团董事会主席兼CEO张勇,发出全员邮件宣布新的组织变化,其本人兼任阿里云智能总裁,直接分管钉钉。同时也意味着钉钉的商业化进程全面提速。

抢不到的大客户

艾媒咨询的数据显示,2021年国内协同办公市场的规模突破500亿元,到2023年将达806亿元,年均增速预计将超过20%。

不可否认,在线办公市场潜力巨大。即便是人们的生活回归常态后,绝大部分企业依旧存在管理升级,提升创新能力的刚性需求。

虽然各平台加快了商业化进程也依然面临着大客户争夺激烈以及国内付费意识低的难题。

从上文各家针对不同客户的收费方案可以看到,大企业和中小企业的收费相差巨大,尤其钉钉相差10倍、飞书OKR企业版年费是420元/人,标准版以及People标准版免费向百人以下中小型企业开放。此外,更重要的是相比中小客户,大客户更愿意为价值付费。

因此不难看出,对于钉钉、飞书来说,更多的大客户成为了盈利的关键。

去年以服务中小企业为主的钉钉不断对外提出大客户战略,即服务、生态和个性化,并明确PaaS化定位。据了解,目前钉钉1500人的团队中,有一支200人左右的团队专门服务大客户 (1-10万人的组织) 。

钉钉总裁叶军

飞书更是针对大企业设立了比较庞大的CSM团队(客户成功经理),为大客户提供“贴身”服务。

关于大客户的争夺战早已开启。

据此前数智前线报道,一所浙江地区的重点学校,起初是钉钉的客户,后来被企业微信突破,但又被钉钉花大力气抢了回去。这位客户先后成为这两家企业的标杆案例。

之前在圈内广为流传的案例是,因钉钉没法满足小鹏的定制化需求,小鹏汽车决定弃用钉钉转投飞书。这一事件也被外界认为是促使钉钉转攻大客户的重要契机。

事实上,即便“抢”到了大客户依然面临着诸多挑战。

此前钉钉COO库伟曾表示,服务大客户主要有三个挑战,一是大客户对产品定制化的需求较高。二是,大客户对钉钉服务的要求更高,包括响应速度、满足率等。三是,对钉钉产品整体的能力要求高。

值得一提的是,目前大客户逐渐从专注某一平台转向混合使用,如碧桂园内部办公用的是钉钉,对外的物业和销售服务则用了企业微信;泡泡玛特内部协同同时用飞书和钉钉,外部营销用上了企业微信。

除此之外,国内在线办公不得不面对的客观因素还有中国办公软件的付费率普遍较低。

据《2021中国SaaS调查报告》显示,2021年我国办公软件付费率不足15%,而欧美市场办公软件付费率已经超过了70%,国内的To B服务显然没有形成良好的付费习惯。

叶军也曾表示,现在企业用钉钉基本是免费的,真正付费的数量可能1%都不到。

显然,疫情红利消退后在线办公行业并未回归平静,在困境和挑战的促使下,一场更为激烈的战争正在酝酿。