在上周四的一場(chǎng)電話(huà)會(huì)議中,，微軟的首席財(cái)務(wù)官艾米·胡德稱(chēng),，公司的Office 365在線(xiàn)辦公工具帶來(lái)的收入超過(guò)了傳統(tǒng)的Office辦公軟件帶來(lái)的收入,。

這一變化值得關(guān)注,，因?yàn)槲④浐驮S多其他的傳統(tǒng)商業(yè)軟件供應(yīng)商（包括Adobe在內(nèi)）一樣,，已經(jīng)開(kāi)始從銷(xiāo)售需要人們自行下載的軟件,，轉(zhuǎn)為銷(xiāo)售在線(xiàn)軟件的按月或按年訂閱服務(wù),。

越來(lái)越多的公司開(kāi)始轉(zhuǎn)向所謂的“訂閱即服務(wù)”模式，這種模式已經(jīng)被Salesforce等公司推廣開(kāi)來(lái),。Salesforce公司向其數(shù)據(jù)中心的客戶(hù)提供銷(xiāo)售軟件,。這一模式除了幫助客戶(hù)更好地預(yù)測(cè)未來(lái)的收入外，還使得軟件公司能更容易地發(fā)布更新和新功能,，并為他們提供關(guān)于客戶(hù)如何使用公司產(chǎn)品的信息,。

不過(guò)，胡德并未給出Office 365和傳統(tǒng)Office套件（包括Word和Excel等軟件）的具體銷(xiāo)售數(shù)據(jù),。微軟只表示,，Office的商業(yè)營(yíng)收（包括Office 365和Office軟件套件兩者的營(yíng)收）同比增長(zhǎng)5%，達(dá)到2.77億美元,。該公司將5%的增長(zhǎng)歸功于Office 365訂閱量的上升,，而不是傳統(tǒng)版本的Office套件帶來(lái)的銷(xiāo)售額。同時(shí),，微軟Office個(gè)人版的銷(xiāo)售額同比增長(zhǎng)了13%,，達(dá)到9900萬(wàn)美元。微軟也表示,，這是因?yàn)橛懈嗳擞嗛喠薕ffice 365的個(gè)人版,。

無(wú)論如何，Office 365取得的里程碑式的成績(jī)，都突顯出微軟正在不斷推進(jìn)云計(jì)算技術(shù)的努力,，而且微軟銷(xiāo)售的軟件和其它服務(wù)也都是以微軟自有的數(shù)據(jù)中心為基礎(chǔ)的,。但是，這個(gè)發(fā)展方向也帶來(lái)了一些“成長(zhǎng)的煩惱”,。

例如,，微軟本月早些時(shí)候曾表示，作為重組的一部分,，公司將裁掉數(shù)千名銷(xiāo)售人員,。微軟首席執(zhí)行官薩蒂亞·納德拉在周四與分析專(zhuān)家的電話(huà)會(huì)議上承認(rèn)公司將裁員，并表示這是全面改革的一部分,。

納德拉稱(chēng) “這一改革已經(jīng)進(jìn)行了多年,，目前還在進(jìn)行之中?！?

胡德進(jìn)一步解釋說(shuō),，公司正試圖在其業(yè)務(wù)的各個(gè)領(lǐng)域中重新推動(dòng)云產(chǎn)品的增長(zhǎng)。這就意味著,，與過(guò)去相比,，那些銷(xiāo)量欠佳的老產(chǎn)品的銷(xiāo)售人員目前創(chuàng)造的價(jià)值下降了。

他說(shuō)：“我們正努力從過(guò)去十八個(gè)月的學(xué)習(xí)中吸取更多的經(jīng)驗(yàn),，并將這些經(jīng)驗(yàn)應(yīng)用到更廣泛的范圍中,。我們會(huì)把資源投入到那些在改革的下一個(gè)階段中，會(huì)帶來(lái)更好的長(zhǎng)期回報(bào)的軟件中,?！?

上周四，在開(kāi)盤(pán)幾小時(shí)后,，微軟股價(jià)下跌至74美元,，跌幅接近1%。（財(cái)富中文網(wǎng)）

譯者：Amelia Huang

Amy Hood, Microsoft’s chief financial officer, said Thursday during a conference call for the company’s latest earnings that its Office 365 online workplace tools brought in more revenue than the traditional version of Office that’s installed on people’s computers.

This is noteworthy because Microsoft, like many other legacy business software vendors including Adobe, has been shifting from selling software that people own and download, to selling monthly or annual subscriptions for online software.

More companies are turning to a so-called subscription-as-a-service model that has been popularized by companies like Salesforce, which provides its sales software to customers from its own data centers. Besides helping customers to better predict future revenue, it also lets them more easily deliver updates and new features and gives them information about how their customers use their products.

Still, Hood didn’t detail the exact sales numbers of its Office 365 and classic Office software suite, which include Word and Excel, among others. Microsoft only said that Office Commercial revenue, which includes both Office 365 and Office, rose 5% year-over-year to $277 million. The company attributed that 5% growth to more subscriptions to Office 365, and not to sales of the traditional edition. Sales of Microsoft's Office Consumer segment grew 13% year-over-year to $99 million, which Microsoft said was due to more people subscribing to the consumer version of Office 365.

Whatever the case, the Office 365 milestone underscores Microsoft’s continued push into cloud computing and it selling software and other services that are delivered from its own data centers. But that focus comes with some growing pains.

For example, Microsoft said earlier this month that it would lay off thousands of salespeople as part of a reorganization. During the call with analysts on Thursday, Microsoft CEO Satya Nadella acknowledged the layoffs and said that they were part of a broader overhaul.

“This transformation is ongoing and has been happening over multiple years,” Nadella said.

Hood elaborated further by explaining that the company is trying to recreate the growth of its cloud products in all parts of the business. This means that sales people who have experience selling older products that aren't performing as well are less valuable than in the past.

“We’re taking that learning of the past 18 months and really applying it at a broader scale across the salesforce—to put those resources where we feel confident that they’ll have a good long-term return in that next phase of transformation,” Hood said.

Microsoft's shares dropped a little under 1 % to $74.00 in after hours trading on Thursday.