Dr. Peng's 2016 revenue was 8.85 billion yuan, and the net profit was 767 million yuan
"Today, it's at home in Shenzhen. You may also hear that Ma's team recently made a penny standard investment. I think Ma said: As cloud has become a big business choice, how do we want to provide users with more valuable technology and services? When you want to use enterprises to develop an industry, Ma and his team use a penny bidding to destroy the industry.
Cloud market
He pointed out that Hu Xiaoming said that the slide of "0.01 billion yuan to 1.1 billion yuan" was Tencent Cloud's 0.01 yuan at the beginning of this month. In addition to the bidding for the cloud service project of Xiamen Municipal Government, the cloud computing industry caused a huge disturbance.
According to IDC China's 2015 public cloud report, Alibaba Cloud sells for $259 million, accounting for 31% of the market share, followed by China Telecom (13.1%) and China Unicom (7.6%).
With the growing demand for cloud services, not only Tencent and Alibaba, but also more companies in the cloud computing market are intensifying.
Alibaba Cloud: "Public Media"
Alibaba Cloud takes the lead in China.
Alibaba Cloud launched a national tour of the New Year's Cloud Habitat Conference from Shenzhen this week, which will include Nanjing, Chengdu, Shanghai, Hangzhou, Beijing and other places. AliCloud has always been sitting in the domestic market, and its top position is accelerating its global node layout. It has established data centers in the United States and has gone deep into inland AWS.
However, according to the two companies' global layout, access barriers, consumption habits, income changes and other factors, the two sides are currently unable to pose a major threat to each other's market, Asia Pacific, Europe and other places. The third-party market will become the battlefield of AWS and Alibaba Cloud in the next few years. Alibaba's cloud industry is the first since the third year, and there is still a short way to catch up.
Since Alibaba's full year performance in fiscal 2017 has not yet been announced, Alibaba Cloud's revenue in 2016 is 830 million dollars according to the natural data of 2016, AWS's annual revenue scale exceeds 12.2 billion US dollars, the difference is 13.6 times between the two
Hu Xiaoming predicted that the future of global cloud computing will be the competition between Hangzhou (Alibaba Cloud) and Seattle (Amazon AWS).
To this end, Alibaba Cloud has greatly accelerated the deployment of overseas node layout in two years. In the U.S. market, Alibaba Cloud has established two data centers in the east and west, but the guest families are mainly Chinese companies such as big technology. To attract American customers, they need to overcome the user barriers of cultural differences and usage inertia. AWS is not Alibaba Cloud's main competitor in the North American market, but Microsoft, IBM, Google, Salesforce, etc. In addition, the current Trump government's initiatives and positions in the field of science and technology "outsiders" have no policy advantages, which further increases Alibaba Cloud's difficulties in opening up in the United States.
Although the total revenue is not at the same level as AWS, Alibaba Cloud's growth is still a potential threat to AWS. Alibaba Cloud's growth rate exceeded 100% for seven consecutive quarters, at least twice that of Amazon. This is mainly due to the expansion of its top customers such as governments and large enterprises. However, in the fourth quarter of 2016, Alibaba Cloud's growth rates were 175%, 156%, 130% and 115%, showing a downward trend. Alibaba Cloud's strong growth can last for a long time, and the change in the proportion of overseas business income will become a variable in the competition between the two sides.
Another variable comes from pattern comparison. For example, Alibaba Cloud in Japan has been open for 4 months. The cooperation mode is Zhongshan docking in Softbank. The specific transportation camp is covered by Softbank, and he is more familiar with the local market. Alibaba Cloud mainly cooperates with Vodafone in Germany and Miras in Dubai overseas in this way. AWS has more choice to establish its own data center directly in these places. Not to mention Europe, there is a big difference between the Western culture and the Asia Pacific region. This model is more effective, and it is also an important ongoing concern.
Feedback from multiple customers, The overall price of AWS is higher than that of Alibaba Cloud, but its product richness in the global market is unmatched by other manufacturers. This is the expansion advantage of AWS in different markets. It is impressive that Alibaba Cloud implemented 17 rounds of price cuts in 2015 and the trend has been increasing in 2016. The most direct impact is to disrupt the pricing strategies of competitors, so that the latter had to cut prices according to the trend.
Li Wei, chief analyst of Zhongtai Securities Communication Industry, said: "Cloud computing itself is an industry advantage with obvious scale. Our early strategy is to seize the scale, and then make money. Amazon's AWS is also more than ten times the price a year, and the competitors are forced to die, so it is the same trend in China. Now we still seize the share of major locations. In the short term, the number of cabinets is nearly 28000, and the total installed capacity is 3 More than 30000 sets.
