Synergy Research上周三發(fā)布的數(shù)據(jù)顯示，托去年262億美元收購(gòu)LinkedIn之福，微軟鞏固了自己最大訂閱軟件供應(yīng)商的地位。

Synergy表示，二十多年前開創(chuàng)“軟件服務(wù)”（也就是SaaS）的Salesforce仍是該領(lǐng)域的第二大供應(yīng)商。在這個(gè)模式下，公司通過互聯(lián)網(wǎng)傳輸?shù)臄?shù)據(jù)使用軟件，而不是在自己的服務(wù)器上獨(dú)立運(yùn)行軟件。去年，微軟首次超過Salesforce，在該領(lǐng)域占據(jù)榜首。

Synergy并未發(fā)布公司的收入增長(zhǎng)，不過分析師約翰·丁斯代爾表示，微軟占有了超過15%的企業(yè)市場(chǎng)，而Salesforce占有了超過10%。阿多比、甲骨文和SAP的市場(chǎng)占有率都在5%至10%之間。

總體來(lái)看，這類軟件的整體年度銷售額同比增加了31%，達(dá)到150億美元。

Salesforce和更晚進(jìn)入市場(chǎng)的公司如Workday和SuccessFactors都采用了每個(gè)用戶每月付費(fèi)的模式，而早期的運(yùn)營(yíng)商如阿多比、微軟、甲骨文和SAP不得不迅速跟進(jìn)，因?yàn)橄M(fèi)者更喜歡這種新的軟件購(gòu)買（或者說租賃）方式。所以，越來(lái)越多的商業(yè)客戶如今談?wù)摰亩际俏④浀腛ffice 365，而不是Microsoft Office。這也是為何SAP收購(gòu)了Concur和SuccessFactors，而甲骨文也收購(gòu)了NetSuite、Taleo和其他一些公司，從而在這種訂閱軟件市場(chǎng)更好地站穩(wěn)腳跟。

微軟和Salesforce的這種趨勢(shì)值得一提，因?yàn)閮纱筌浖鹃L(zhǎng)期以來(lái)都亦敵亦友：例如，他們?cè)阡N售軟件上展開競(jìng)爭(zhēng)，卻又在將微軟Outlook整合到Salesforce產(chǎn)品的過程中攜手合作。

然而，微軟去年成功收購(gòu)LinkedIn，又揭開了兩家公司之間的舊傷疤。Salesforce一直在尋求并購(gòu)LinkedIn，但他們的出價(jià)卻被微軟超過。公司的首席執(zhí)行官馬克·貝尼奧夫隨后公開抱怨稱微軟-LinkedIn的組合有損公平競(jìng)爭(zhēng)。（財(cái)富中文網(wǎng)）

譯者：嚴(yán)匡正

Microsoft, aided by its $26.2 billion purchase of LinkedIn last year, has fortified its lead as the biggest provider of subscription software, according to numbers released Wednesday by Synergy Research.

Salesforce (crm), which pioneered the "Software-as-a-Service" (a.k.a. SaaS) market more than 20 years ago, remains the second largest player, Synergy said. Under the SaaS model, businesses use software that streams over the Internet rather than running it independently on their own servers. Microsoft first passed Salesforce on this list last year.

Synergy does not release revenue growth by company, but analyst John Dinsdale did say that Microsoft (msft) holds more than 15% of the total enterprise market while Salesforce accounts for more than 10%. Adobe (adbe), Oracle, and SAP each fall in the 5% to 10% range, Synergy said

In aggregate, total sales of this type of software rose 31% year over year to $15 billion.

Companies like Salesforce and more recent entries like Workday (wday) or SuccessFactors were born to this pay-per-user-per month model while older vendors like Adobe, Microsoft, Oracle, and SAP (sap) had to adapt quickly as customers embraced the new way of buying (or renting) software. Hence most business customers now talk about Office 365 from Microsoft rather than Microsoft Office. And it's also why SAP (sap) bought Concur and SuccessFactors while Oracle bought NetSuite, Taleo, and other companies to gain a stronger foothold in this subscription software market.

The Microsoft-Salesforce dynamic is worth noting because the two software powers have long been frenemies: They compete in sales software but also work together to integrate Microsoft Outlook with Salesforce products, for example.

Microsoft's successful purchase of LinkedIn last year, however, opened up old wounds. Salesforce had been pursuing LinkedIn but was outbid for it. Salesforce CEO Marc Benioff subsequently complained publicly that the Microsoft-LinkedIn combination hurts competition.