2015/06/20 (Sat) 世界最大の報酬を得る男・ソフトバンクのCBOニケシュ・アローラ
nikesh arora softbank

The fast rise of Nikesh Arora at SoftBank

by Adam Lashinsky @adamlashinsky MAY 13, 2015, 5:07 PM EDT

ニケシュ・アローラ(Nikesh Arora、1968年2月9日 - )はアメリカ合衆国の実業家48歳である。。ソフトバンク副会長でグループの米国戦略子会社SB Group US, Inc.(旧名称Softbank Internet and Media, Inc.)のCEO。Googleの元シニア・バイス・プレジデント兼チーフ・ビジネス・オフィサー(CBO)である。


1968年2月9日インドのウッタル・プラデーシュ州ガーズィヤーバードで生まれる。1989年ワーラーナシーにあるバナーラス・ヒンドゥー大学(BHU)で電気工学学士を取得すると渡米。ボストン大学で理学修士号、ノースイースタン州立大学でMBAを取得するとともにCFAも取得している。フィデリティ・インベストメンツとパトナム・インベストメンツで通信アナリストとして活躍すると1999年ドイツテレコムに入社。2000年にはT-Mobile Internationalの関連会社T-Motion PLCを設立しT-Mobile欧州事業の最高営業責任者(CMO)や取締役をつとめる。2004年Googleへ入社し欧州・中東・アフリカ市場の事業開発責任者となり、2009年からはシニア・バイス・プレジデント兼チーフ・ビジネス・オフィサー(CBO)として営業・マーケティング・提携戦略の最高責任者をつとめた。2014年7月18日ソフトバンクからバイスチェアマンに迎えると発表され、10月からSIMIのCEOに就任した。次の株主総会でソフトバンク本社の取締役に就任予定。11月7日Sprintの取締役に就任。

son masayoshi


*英文だけど読めるひとは読んでください。眼が覚めるでしょう(笑い)。MEPHIST先生、コメントを下さい。伊勢平次郎 ルイジアナ

The ex-Google exec discusses his plans for investing and how he works with Masayoshi Son.

Former Google executive Nikesh Arora joined SoftBank last year to oversee the Japanese company’s investment strategy, a task overseen so far by the legendary SoftBank founder, Masayoshi Son. Before joining SoftBank, Arora had been the top business executive at Google GOOG -0.01% , having risen in the search giant’s ranks after running its highly profitable European business. He started his career as an investment analyst and also worked at Deutsche Telecom, making him a fit in all sorts of ways for SoftBank, a communications and Internet company.

Besides the improbable achievement of becoming the most recognizable entrepreneurs in Japan, Son, known by the nickname “Masa,” has proven to be an extraordinary investor. He wagered early on Yahoo Japan and Alibaba. The latter investment alone may be one of the greatest investments ever, parlaying a bet of about $200 million into a stake worth in the neighborhood of $70 billion.

Arora says Son aims to turn his “hobby” of investing into a foundation for the future of SoftBank. Already, Arora has had a busy nine months. Since he joined the company SoftBank has made nine investments, including the recently announced $100-million stake the U.S. geolocation advertising technology company Banjo. Others include a $250-million stake in GrabTaxi, an Uber competitor in Southeast Asia; a $627-million investment in Snapdeal.com, an Indian e-commerce company; and the $90 million SoftBank invested in housing.com, a property site in India.

SoftBank also was rumored to have attempted to acquire the ailing film studio DreamWorks Animation, a deal that was said to collapse just before it was done.

Son surprised the technology and investing world earlier this week by announcing that Arora would become SoftBank’s president in June, making the Indian-born executive part of a top-level management team that includes Ron Fisher, a 20-year SoftBank veteran. Son, 57, also anointed Arora, 47, his likely successor as CEO, though he has no plans to retire.

Arora, who was in Japan for the announcement, returned mid-week to Silicon Valley, where he is based. He answered questions about his role at SoftBank, the nature of his relationship with Son, and the future for SoftBank’s risky acquisition of the laggard U.S. telecommunications company Sprint.

How did you come together with Masayoshi Son?

Masa has been spectacularly successful over the last 37 years in identifying trends, investing in them–either by putting money into them or investing in the entrepreneurs behind them—through joint ventures, or by doing it himself. He bought Vodafone Japan and made it into SoftBank. He identified the importance of the iPhone and, by working with Steve Jobs, he got exclusivity in Japan. Very few No. 2 or No. 3 networks have been transformed into successful companies. He saw the opportunity.

He’s also a great investor. He turned a less-than-$10-million investment in Yahoo Japan into a 40% stake worth around $8 billion to $10 billion. Alibaba is not his first big return. He’s been very astute in his ability to identify trends. If you look at the evolution of Softbank it’s been a strong Japanese business with one person as a global CEO and with Masa doing all the investing. We met six years ago when Yahoo and Microsoft were doing their search deal. They hadn’t spent a lot of time figuring out Yahoo Japan. He wanted to make sure they had the best search, and he came to Google and sat down with me. He structured a deal that didn’t conflict with Yahoo. It was another instance of him anticipating a trend. And when he does a deal he acts boldly, without nickel and diming anything. That’s when we became friends. He is always true to his word and focused on the big picture.

We spent a lot of time talking about the telecom market. We ended up going from peripheral conversations to deep conversations to Masa saying, ‘Why don’t we work together?’ He said, ‘I need to take what I do as a hobby, investing in global technology companies, to investing being part of SoftBank’s future.’

How are you approaching the task of investing on behalf of SoftBank?

For me it’s almost like a very well-funded startup playing in the big leagues. It has a strong balance sheet, and more than 50% of the assets are outside of Japan. We started talking about everything. He, Ron Fisher and I all spend time with Marcelo [Claure, the CEO of Sprint]. We also spend time on the Japanese business. I’ve spent a lot of time with the entrepreneurs of the Indian companies we’ve invested in. So I’ve spent the nine months investing, working with portfolio businesses, and starting to build a global team.

What types of investments are you looking for?

Masa and I share an insight: If you look at innovative companies, almost every one goes through a lifecycle. It creates disruption, becomes a market leader, and then matures, either because the founders move on or the business model is copied and competition increases. Then it becomes very hard to be the innovation leader. We sat down and said: How do you create innovative companies for the long term? One way is to find the entrepreneurs and nurture them. If we can find five to ten people to work with every few years we’ll build for the future.

What themes should we take away from the companies SoftBank has invested in recently?

We’ve been more opportunistic than thematic. The theme is that we want to make sure it’s a big addressable market. Masa has a saying, that of two small fish, one will become a whale and the other will become a tuna. We obviously want to invest in the fish that will become whales.

Would you like to comment on Verizon’s agreement to buy AOL?

No. There are so many related situations with Sprint, a competitor to Verizon, and Tim [Armstrong], who I worked with at Google.

Did SoftBank ever comment about its attempt to buy DreamWorks, and would you like to now?


What are your thoughts on Sprint?

After Masa acquired the assets, we should have gone for restructuring faster. Now Marcelo is cleaning up the things that should have been cleaned up a while ago.


ニケシュ・アローラは、若干48歳だ。孫正義は57歳だ。孫の資産は総額で、14.5 billion USD (2015) Forbes、、つまり、一兆八千億円ということである。この数字だが、「ソフトバンクが隆盛なら」ということなのだ。つまり企業は落ち目になるとその株価や社債は下落するのだ。満州国の満州札がゼロになったのと同じなのだ。戦時中の戦争債権も同じだ。戦争に負ければ紙屑なのだよ。孫正義はそういったことを熟知しているわけだ。だから、この英才を後継者にした。報酬は166億円とかだけど、それだけの価値があるということなのである。グーグルのceoであるクックは、年俸120億円ぐらいだからね。こういう富を掴む能力は誰にもあるというわけじゃないけど、青年は、「自分にも能力はある」と思って飛び掛って行きなさい。伊勢平次郎 ルイジアナ

世界一の富豪ビル・ゲイツ。79.3 billion USD (2015)、、つまり、九兆五千億円であるよ(笑い)。でもさ、「カネはあるほど良い」ということかな?伊勢爺にはないよ(笑い)。



A) 振込口座

1)金融機関   みずほ銀行・上大岡支店・支店番号 364
2)口座番号   (普通)    2917217
3)口座名    隼機関   ハヤブサキカン

B) 郵便局口座

1)口座番号  10940-26934811
2)口座名    隼機関   ハヤブサキカン




2015/06/22 06:18 | 伊勢 [ 編集 ]

2015/06/21 19:07 | Mephist [ 編集 ]





伊勢平次郎はペンネーム。アメリカへ単身移住してから50年が経つ。最初の20年間は英語もろくに話せなかった。英語というのは、聴き取りにくく、発音しにくい厄介なものだ。負けん気だけで生きた。味方を作ることが生き残る道だと悟った。そのうち、コロンビア映画、スピールバーグ監督、トヨタ工場、スバル・いすゞ工場の北米進出、日本の新聞社に雇われた。2013・6 冒険小説You Die For Me アブドルの冒険(邦題)をアマゾンから出版した。昨年のクリスマスには、King of Pepper(英語版)胡椒の王様を出版した。日本、英国、デンマーク、ドイツの読者が読んでくれたわ。妻のクリステインと犬2匹で、ルイジアナの湖畔に住む。

写真は、ハヤブサ F. p. japonensis。カタカナで書かれる。瞬間飛翔速度は、時速300キロという猛禽。