Top of the Great Era

Chapter 1923 Don't Miss the Opportunity to Buy Bottoms

Now is the stage of bottom-hunting in the technology industry. Although Ziweixing International is "lack of money" in its account, Zhou Buqi will not be stingy in this regard. If there is a real need, you should buy it or buy it!

Negating the plan of the Luqi team to acquire the advertising company Admeld does not mean that Ziweixing will miss the current best stage of bargain hunting.

There are many international businesses of Ziweixing, which can be roughly divided into three parts: C-end business, B-end business and scientific research business.

The C-end business is in charge of Luqi, mainly Helo and Ucgram;

The B-side business is led by Kurian, mainly Ziweiyun;

For the scientific research business, Shen Xiangyang will lead the industrial R&D layout of Ziwei Galaxy's globalization, mainly for artificial intelligence.

There is nothing to buy on the scientific research side. Ziweixing is currently the world's top artificial intelligence laboratory, and it still focuses on attracting talents and developing itself.

The C-side wanted to acquire Admeld, but Zhou Buqi rejected it.

Next, the B side made a move.

Kurian came on menacingly.

That appetite is much bigger than that of Lu Qi.

He came to talk to Zhou Buqi alone, holding a thick document about Ziweiyun's development plan for the next ten years.Zhou Buqi watched it carefully for 20 minutes, but he was confused, it was too complicated.

Ziwei Cloud is now the world's largest cloud computing service provider, with a market share ahead of Amazon Cloud by 17 percentage points.Ziweiyun's development to this point is far from being a business that can be understood by boss Zhou's superficial understanding of cloud computing.

In the past, Zhou Buqi adhered to the principle of "employing people to do things", which was his means of managing business.

Now, he can only "use people to do things".

Because even if he wanted to do it by himself, he couldn't do it at all. The current Ziweiyun has surpassed his superficial understanding of cloud computing.

It can only be listening to Kurian pointing out Jiangshan smartly.

Kurian said: "We have completed the integration of Lufthansa's IT infrastructure department. In the past two months, we have launched our Ziwei Cloud outsourcing business in Europe. The effect is very good, and the year-on-year performance growth has reached 2%."

"Beautiful data."

Zhou Buqi looked at the form. Although he didn't understand it well, he had no reason to be dissatisfied with such beautiful data.

Kurian made another request, "but now there is one more problem to be solved."

Zhou Buqi already knew, "Lu Qi told me that you want to acquire an IT service company?"

"It is mainly for IT service management and IT operation and maintenance management. The industry's saying is that ITSM and ITOM are two services." Kurian waved his hand when he saw the big boss's serious expression. explain the reasons clearly.”

"Ah."

Zhou Buqi nodded, feeling complicated.

Oops!

It seems that in the future, you can't be too aggressive, don't pretend to be omniscient and omnipotent, and show weakness when appropriate.

This is great, I'm going to be taught by Kurian again!
Classes are actually a good thing.

The key is that Boss Zhou's understanding of cloud computing is at the level of elementary school students, but Kurian thought he was a super genius who knew everything, so he directly started the courses for college students.

I'm going to suffer now!

Kurian said to himself: "The purpose of ITOM is to monitor the operating status of IT infrastructure in real time, and the purpose of ITSM is to help IT departments establish a standardized process management system. The services are all oriented to the IT department within the enterprise. , to help IT department employees improve work efficiency and reduce the possibility of errors."

"Ah."

Zhou Buqi mobilized all the brain cells and tried his best to understand what this guy was talking about.

Kurian went on to say: "The traditional IT operation and maintenance management model is too error-prone. Under the traditional human-managed IT operation and maintenance, once a problem occurs in a large IT system, it is difficult to find the root cause from thousands of devices. It also wastes a lot of manpower for maintenance personnel to check and maintain equipment by manpower. At the same time, IT information tends to form information islands, and historical information cannot be standardized and summarized within the team, so that solutions cannot be solidified into a problem-solving system.”

Zhou Buqi tried to answer, "So the emergence of ITSM can solve the problem."

"Yes, these are some of my personal judgments."

Kurian nodded solemnly, as if he really wanted to start a discussion with Boss Zhou. After all, from ITOM to ITSM, this is also a cutting-edge topic in the cloud computing industry.

Whether this direction is right or not is not certain!
Maybe with the development of the cloud computing industry, there will be better solutions.

It takes courage to make a decision.

Zhou Buqi couldn't start a discussion on this topic at all, "Well, you continue."

Kurian said: "The ITSM platform can give the IT operation and maintenance team standardized tools, making the effectiveness of the norms replace the possibility of human error. The advantages brought by ITSM are that it reduces the cost of IT staff, reduces downtime, and speeds up service. The core of the delivery time is to reduce costs and increase efficiency for enterprise IT departments."

Zhou Buqi tried to understand, "It's an online cloud computing platform."

Kurian said: "Yes, it is a SaaS service based on cloud computing."

In this way, Zhou Buqi understands better.

The three major directions of cloud computing, IaaS, PaaS and SaaS.

The model that Ziweixing will continue to build cloud data centers in the early days and then rent cloud servers from merchants is actually the most basic IaaS business.

Now, Ziwei Cloud has already dominated the IaaS market, and it is the world's number one, with a market share higher than that of Amazon Cloud.

Next, it's time to develop in a more cutting-edge direction.

Zhou Buqi gave his own judgment. He didn't know the specific business details, and he couldn't understand them at all, but the general direction was always right.

Google Cloud is doing PaaS, Microsoft Cloud is doing SaaS, and both have missed the most basic IaaS.Now that Ziweiyun has laid the foundation, it is time to attack the frontier field.

Kurian then sorted out his thoughts on IT services related to cloud computing, "In the past, there were six major IT management service technology vendors in the US market, BMC, CA, IBM, HP, Oracle, and Cisco. This industry structure has almost 20 Years of development inertia, so it is very difficult for new companies to enter..."

"IT management services..." Zhou Buqi finally understood, "Isn't it just outsourcing services?"

Kurian said: "Yes, basically the same. After we acquired the IT infrastructure service department of Lufthansa, the outsourcing business can only stay in the European market, but it is difficult to compete with Big6 in other markets. If we want to compete, we must rely on The new changes in the era of technological revolution break the traditional inertia of the past and embark on a new development path!"

Zhou Buqi suddenly understood, and finally understood, "Outsourcing services based on cloud computing, defeat those traditional IT service giants through cloud computing!"

Kurian said: "The current market has become disgusted with the cumbersome, expensive and low user experience of the traditional operation and maintenance service model. Cloud computing is the core key to solving the problem. It is necessary to use the cloud platform to solve the disadvantages of some local outsourcing services. .”

"After completing the integration of Lufthansa's IT infrastructure department, the next step is to completely reorganize the form of outsourcing and link it with our cloud computing platform."

Zhou Buqi gradually figured out Kurian's big plan, and it was really a continuous process.

He is from Oracle, developing enterprise-based services, which is his old line.

Everyone has different areas of expertise and cognitive tendencies. By appointing Kurian as the CEO of Ziweiyun, he will definitely lead Ziweiyun to take this development route.

Kurian went on to say: "By the way, Oracle is launching a big deal recently. I don't know if you have heard of it."

"It seems to be buying a cloud computing manufacturer called..."

"Right Now."

"Yes, RightNow." Zhou Buqi vaguely guessed what the other party meant, and opened his eyes wide. "You mean Oracle is already in action? It's the same as your plan?"

Kurian's face was serious, and he said in a deep voice: "That's right, traditional IT management services have been criticized too much. With the development of the cloud computing industry in recent years, the traditional Big6's share in the ITOM field is gradually decreasing. Many companies have chosen to cooperate with cloud computing vendors. This is a major trend, otherwise the Lufthansa Group would not be so determined to split and sell the IT infrastructure department. The era of traditional outsourcing is already changing.”

Zhou Buqi was unable to give guidance on the details, so he could only express his views in a general direction, "Well, cloud computing will completely change the operating mode of the entire IT industry."

Kurian felt the support from the big boss, and said happily: "That's right, Ziweiyun is the industry leader, so we should pay more attention to the layout!"

"Bid for RightNow with Oracle?"

Zhou Buqi previously rejected Luji's plan to bid for Admeld with Google, but this time it is different.

It's just Oracle, don't be afraid!
"No, we don't want RightNow." Kurian shook his head and gave a reason, "There are two main reasons. First, I don't want to completely quarrel with my old club. After all, Oracle trained me; second, is RightNow worthy? Go to Ziwei Cloud."

Zhou Buqi supported these two reasons, but he was surprised by the second reason, "Isn't it good enough?"

Kurian said with a smile: "Of course not. Ziwei Cloud is the world's largest cloud computing manufacturer and a leader in the industry. Many companies are learning and continuing Ziwei Cloud's development model. In ITSM field, RightNow is not the best company.”

Zhou Buqi twitched his lips, "I heard that Oracle is going to buy RightNow for $15 billion!"

"Not enough!" Kurian has a big appetite, "Oracle is too backward in the field of cloud computing, they can only buy cloud computing vendors at a substantial premium to make up for their own business shortage. If it is Ziwei Cloud to buy, Without a premium, RightNow might be worth $7-8 million."

Zhou Buqi felt the arrogance of the opponent.

Yes, in the field of cloud computing, what is Oracle?They can only pay a substantial premium to acquire some second-tier cloud computing vendors through the temptation of money.

Ziweiyun is different, it is number one in the world!

There is no need to lower your status to compete with Oracle.

If Ziweiyun wants to make a move, it must choose the SaaS vendor that has the most development potential in the current market and is most in line with its own outsourcing service plan, so as to enhance its overall strength and achieve the effect that the strong will always be strong.

"Then which company are you looking at?"

"Service Now."

Zhou Buqi had never heard of it, "How much?"

"Hmm..." Kurian glanced at the big boss carefully, "Overall, ServiceNow can surpass two RightNow."

Zhou Buqi almost collapsed.

what's going on?
Oracle is going to spend $15 billion to buy RightNow. How about this? ServiceNow is equal to two RightNows?Worth $30 billion?
Well, Kurian, you have a big appetite!
Just spent 12.5 billion US dollars to buy the IT infrastructure department of the Lufthansa Group last year. It has only been more than half a year, and Ziweiyun is going to start another big deal worth 30 billion US dollars?
Kurian also knew that the company's funds were tight, so he quickly said: "RightNow's market price is 7-8 million US dollars. Because Oracle's strength is too weak, it can only complete the acquisition with a substantial premium. RightNow's valuation It’s about US$15 billion, and we pay a slight premium... With Ziweiyun’s strength and industry status, it is estimated that this transaction can be completed at a cost of no more than US$20 billion.”

Zhou Buqi took a deep breath, "If it is in line with the strategy, the money that should be spent must be spent!"

For such a big matter, you can't just listen to Kurian's one-sided words.

In the next few days, Boss Zhou personally presided over three meetings, one was the executive meeting of Ziweixing International, the other was the joint meeting of the technical committee of Ziweixing and Ziweixing International, and the other was with Ziweiyun in China. Internal team meetings.

Due to different national conditions, this set of cloud computing-based IT management services is temporarily unnecessary in China.

Compared with large international companies, the domestic digital office is still relatively backward, and even traditional IT services are not covered in place. It is difficult to upgrade to SaaS services in one step.

However, this general direction has been generally recognized.

The unified opinion given by the domestic side is that the company ServiceNow can be bought, but it cannot only rely on ITOM and ITSM services.

This type of service is mainly concentrated on large-scale customers whose IT systems are complex enough and require systematic process management tools.

There are relatively few such large customers, the ceiling is not high, and the competition is too fierce.

It is also necessary to use the business resources and customer resources of the company ServiceNow to further try to develop HCM and CRM businesses, fully tilt towards SaaS, and so on.

Zhou Buqi didn't quite understand either.

The only thing that has been confirmed is that everyone is more supportive of Kurian's plan.This is a grand plan, and the opponent is the Big6 in the traditional IT service field in the United States, which is a huge market.

Not to mention anything else, as long as the ITOM and ITSM markets can be developed and about 25% of the market share can be grabbed, it will be enough to support a market value of 1500 billion US dollars.

For ordinary people, it is impossible to even think about it. Big6 has dominated the market for more than 20 years, and the industry has already formed a cognitive inertia. It is as difficult to challenge them as to go to the sky.

Kurian was so bold that he wanted to go to the ring to fight six.

This courage alone should support him!

Zhou Buqi has been widely recognized by domestic and foreign teams, and this is also in line with his own business philosophy. There are also a number of technical descendants such as Zhang Yiming, Guo Pengfei, Shen Xiangyang, Wang Jian, Zhou Feng, Wang Xiaochuan, Tang Binchen, Zhou Shaoning, Xu Liangjie, etc. Go-getters support...

Then don't run away!
Dry!
It took only three days for Zhou Buqi to send Kurian an office email. The content of the email was very simple: "ServiceNow's plan has been approved, let's start!"

This is a period of bargain hunting.

Don't miss the opportunity!

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