• platform
    【财报】Upwork Q2营收创1.95亿美元新高:AI驱动平台重构自由职业生态,企业级用工战略成未来增长支点 2025年8月,Upwork公布其2025年第二季度财报,业绩再次刷新历史纪录。公司实现营收1.949亿美元,同比增长1%;净利润3270万美元,同比增长47%;调整后EBITDA为5710万美元,同比增长40%,EBITDA利润率达到29%,创下平台运营历史最佳水平。 而在这组亮眼的数字背后,Upwork已不再是传统意义上的“自由职业平台”,而是在AI时代重新定义了**“人机协同工作市场”**的角色,并瞄准了更大体量的企业级灵活用工市场。 AI赋能:从工具到生产力核心 Upwork首席执行官 Hayden Brown 在财报中明确指出,平台在本季度“全面释放了AI驱动的业务价值”。代表性成果之一是平台自研的智能助手 Uma™ 的快速演进。作为平台的“Mindful AI”代表,Uma™不仅完成从搜索推荐到即时面试、任务推荐、视频会议的全链路升级,其自动化提案工具 Proposal Writer 使用率也大幅提升,自由职业者使用该功能提交项目提案的数量增长了58%。 值得注意的是,AI相关工作的总交易额(GSV)同比增长30%,其中 Prompt Engineering 子类增长更是高达51%。AI已不再只是平台的“服务分类”,而成为带动全平台交易结构复杂化、高端化的主轴——AI类项目的人均支出是平台平均的3倍,单一项目的工作时长也创下历史新高。 客户质量上升:平台“深度”优于“广度” 虽然财报显示活跃客户总数从去年同期的86.8万下降至79.6万,下降幅度达8%,但平台整体交易额(GSV)基本持平,仅微降0.6%。更值得关注的是,平均每位客户的GSV上涨至5002美元,同比增加5%,说明Upwork正逐步摆脱“零散、低价”的平台形象,朝着高价值、高复杂度任务的方向转型。 这与平台在客户体验与货币化策略上的努力密切相关。例如 Upwork 推出的 Business Plus 产品,专门面向 SMB 客户提供定制化服务包。该产品本季度的交易额同比增长190%,活跃客户数环比增长45%,35%为新客户,说明平台正在成功吸引并转化更高意愿付费的客户群体。 企业用工:Bubty 与 Ascen 提供全栈解决方案 Upwork在本季度最具战略意义的动作,莫过于对荷兰平台 Bubty 的收购以及对美国数字用工平台 Ascen 的收购协议达成。两者将并入Upwork旗下新成立的企业子公司,专门服务中大型企业客户的全套“外部人力资源”需求。 Bubty 提供企业自建人才池和多样化用工管理工具,支持从自由职业者到W-2类合同工的不同合同形式;Ascen 则聚焦于W-2合同工的API集成与管理。这使得Upwork具备了服务“外包、SOW、Staff Augmentation、EOR、AOR”等多元雇佣模式的能力,向着全球6500亿美元的企业灵活用工市场进军。 这也宣告Upwork的定位已经从“自由职业撮合平台”转向“全球用工解决方案提供商”,其竞争对手不再局限于Freelancer.com或Fiverr,而包括 Deel、Remote、Papaya Global 等新一代合规用工基础设施平台。 内部效率革命:AI渗透平台各项运营流程 除了前端客户和项目侧的AI应用,Upwork还披露了其内部AI基础设施的革新成果。AI目前已参与超过35%的平台工程代码产出,并通过微调大模型对任务匹配质量进行评估,大幅缩短开发周期,降低70%以上的迭代成本。 在客户服务方面,AI客服“Upwork Assist”已完成从聊天到语音渠道的覆盖,试点阶段 adoption rate 超过80%。这说明平台正在通过 AI 重新定义内部运营效率与用户支持体验,进一步压缩运营成本空间。 财务表现稳健,持续释放自由现金流 财报还显示,Upwork第二季度自由现金流为6560万美元,同比增长85%;经营活动净现金流为7250万美元,同比大增近一倍。公司在股票回购上保持谨慎,在过去六个月中回购7092万美元股份,同时保持约6亿美元的现金与市场性证券储备。 公司上调了全年指引,预计全年营收在7.65亿至7.75亿美元之间,调整后EBITDA将达到2.06亿至2.14亿美元,非GAAP每股收益在1.14至1.18美元之间。 行业趋势:人机共融 + 企业主导 = 下一代工作平台标准 Upwork的这份财报不仅彰显其平台能力和战略前瞻性,也反映出整个行业的发展路径正在发生根本性转变。 AI技能与AI工作已成为平台流量和收入的关键引擎,未来平台将围绕AI构建“任务管理+人才匹配+履约交付”的闭环生态。 大型企业对平台化用工的接受度正在上升,尤其是在高技能人才、短期项目和项目制协作场景中,EOR与AOR结合平台撮合将成为主流配置。 平台之间的差异化壁垒将来自于对“合规+服务”的掌控深度,单纯连接人与项目的模式正在过时,服务能力、数据能力与智能化体验才是核心竞争力。 在AI主导的新时代,Upwork 正在以极具战略性的步伐,从撮合市场走向平台化基础设施。在全球人才流动日益复杂、合规要求日益严格的背景下,其对AI与企业用工服务的双重投资,或将决定它能否在未来五年里,从“最大自由职业平台”变为“全球工作解决方案平台”的范式级跃迁者。
    platform
    2025年08月09日
  • platform
    全球知名招聘平台Indeed 的CEO宣布卸任,前任掌门人 Deko 回归接任 【HRTech报道】2025年6月2日,全球领先的招聘平台 Indeed 宣布重大管理层变动:现任首席执行官 Chris Hyams 宣布卸任,并由前任CEO Deko 重新担任公司最高领导职务。这一人事变动标志着Indeed进入AI战略升级的全新阶段,也为即将发布的“Agentic AI 平台”铺平了道路。 Chris Hyams 于2010年加入Indeed,最初担任产品副总裁,后于2019年起接任首席执行官。在其任内,Indeed实现了跨越式发展:月活跃求职者从2000万增长至超过3亿,平台累计帮助超过7500万人找到工作,公司收入增长超过200倍。Hyams也因此被广泛认为是推动Indeed转型与全球化的关键人物。 Hyams在告别信中表示:“Indeed 是我职业生涯中最有意义的一段经历。我们的使命不仅仅是帮助人们找到工作,而是赋予他们尊严、目标和人生的方向。”他也指出,尽管决定离职十分艰难,但“人生漫长,时间宝贵,应将其用于最能发挥影响力的地方”。未来他将专注于多个全球性议题,包括Responsible AI、信息透明、劳动者赋权及科技与人文的融合发展。 值得关注的是,Hyams强调,他将留任董事顾问至2025年底,并将协助新一届管理团队完成过渡。在交棒之际,Indeed也即将于今年秋季发布其“史上最重要”的产品创新——Agentic AI 平台。该平台旨在为求职者提供“个性化的职业代理人”,为企业提供“智能人才发掘工具”,借助AI重新定义招聘体验。 新任CEO Deko 曾在2013年至2019年间担任Indeed首席执行官,彼时他带领公司完成了核心产品的重构、全球业务拓展及关键技术堆栈升级,被认为是Indeed历史上创新速度最快的时期之一。此次回归,也被业内视为Indeed押注AI未来的战略信号。 分析人士认为,随着AI技术快速发展,全球招聘市场正经历前所未有的结构性重塑。Indeed此时的人事调整,既是战略交接的自然延续,也展现了其在AI驱动的“未来工作世界”中继续保持领导地位的决心。 Hyams的离任,也引发了全球HR科技界的广泛关注。LinkedIn、X(原Twitter)等社交平台上,不少业内人士表达了对他领导风格的尊敬和对其未来行动的期待。 Indeed 的变革,或许正预示着一个全新招聘时代的开启。 附录其原文: After nearly 15 years of helping people get jobs, I’ve made the decision to leave Indeed. Here is the note I shared with the team. ~~ Hi everyone, After nearly 15 years of helping people get jobs, I’ve made the decision to leave Indeed. Indeed has been the most meaningful work of my life—and choosing to leave has been one of the hardest decisions I’ve ever made. I’ve had the incredible privilege of working side by side with people who care deeply about each other, and about our mission to help people get jobs. Together, we have helped millions of people make better lives for themselves, for their families, and for their communities. Effective today, Deko returns as CEO of Indeed. From 2013 to 2019, Deko led the company through a period of extraordinary innovation and growth. I know his visionary leadership will guide the next era to even greater heights. I’ll remain on as a Board advisor through the end of 2025 to support the transition. I joined Indeed in October 2010 as VP of Product. At the time we had 130 people, 20 million monthly unique visitors, and a simple and clear mission to help people get jobs. Indeed was the biggest company I had ever joined, and I worried I had missed all the fun of building something great. I could not have been more wrong. Today, over 300 million job seekers use Indeed each month. Our revenue has grown 200x. Most importantly, 27 people get hired on Indeed every minute—one every 2.2 seconds. Since we started measuring hires, more than 75 million people have gotten jobs thanks to Indeed—and we know that number is a dramatic undercount. Our mission to help people get jobs is the driving force of Indeed. It’s our connection to the people whose lives we touch every day. We know that a job is more than just a paycheck. It’s a source of dignity and pride. A job is where we find meaning and purpose in our lives. The average person will spend 90,000 hours of their lives at work—more than most of us will spend with our loved ones. That time is precious, and the work we do to help people get jobs is a kind of sacred responsibility. When my brother and I were kids, our dad told us a story about a close friend facing challenges in his life. The lesson of the story was that we make tough decisions not because life is short, but because life is long. Time *is* precious, and we need to spend it where we can be most useful. At this moment in history, that means devoting myself to a few urgent issues ensuring that all technology—not just Indeed—is built with humanity at its core. This includes advancing Responsible AI, countering disinformation, empowering workers, defending human rights, and bridging the gap between technology and the humanities. Many of you know my path began far from tech—a liberal arts degree, work in adolescent addiction recovery, teaching high school special education. My career in tech has been driven by the values instilled from these experiences. As technology reshapes our world, these values feel more urgent—and at risk—than ever. That’s what I want to help change. There’s never a perfect time to leave a job that means so much. This fall, we’ll launch what I believe is the most profound innovation in Indeed’s history. Our new agentic AI platform will realize the vision of a personal talent agent for every worker in the world, and a personal talent scout for every employer. I’ve been inspired to work every day with the teams bringing this vision to life. But now is the time for the teams who will carry this work forward to lead the way. I’m deeply grateful to our founders Rony Kahan and Paul Forster for their vision, and for inviting me on this journey. To Deko for bringing Indeed into the Recruit family and giving me the opportunity of a lifetime to lead Indeed. To the early team whose commitment to putting job seekers first resonates in every decision we make today. To our exec team for leading with vision, clarity, and humanity. To our Inclusion Business Resource Groups for everything you have taught me. And to the teams who rarely get the spotlight but are essential to everything we do—Client Success, Workplace Operations, Trust & Safety, IT, AV, Communications, HR, Finance, Legal, Aggregation Operations, Security, Business Technology, and our many partners like RK Catering and Allied Security, to name just a few. Most importantly, I am grateful to all of you, along with the hundreds of millions of job seekers and employers who have come together on Indeed to create a better world of work. At last month’s quarterly update meeting, I said there has never been a more exciting time to be at Indeed. I believe that to my core. Thanks to AI, the world of work is changing faster than ever, and the world needs Indeed to innovate faster than ever. I will be cheering you on from the sidelines as you build a better future of work for all. Chris
    platform
    2025年06月03日