July 19th, 2012
Microsoft posted its first ever loss just when it finally completed the Yammer acquisition. Let’s see if Yammer will have been a success or failure 4-5 years down the line…
Microsoft chose [...] to pay that fortune for an existing application with a relatively modest user base and revenues.
This suggests three things about Microsoft:
First, the company didn’t think it could replicate Yammer’s success – even with a virtual mountain of money to spend on it. [...]
Second, the move also suggests that Microsoft was desperate to get into the social enterprise game now – not next year or the year after. [...]
And lastly, Microsoft’s acquisition shows they realize SharePoint needs a big-time makeover.