This week, Alibaba's financial report for the new quarter was released. Under the influence of the epidemic, this financial report has become an important entry point for observing the development trend of China's online retail and industry digitalization. According to the financial report figures of
, Alibaba's overall revenue was RMB 155.059 billion, a year-on-year increase of 30%. Among them, revenue from cloud computing increased by 60% year-on-year, reaching 14.899 billion yuan, or approximately 2.11 billion US dollars.
This is not only the first time that Alibaba Cloud’s quarterly revenue has exceeded the US$2 billion mark, but its contribution to the entire Alibaba’s revenue has also reached 10%, becoming another important growth point for Alibaba .
is also at the Yunqi Conference during this fiscal season. Zhang Jianfeng, President of Alibaba Cloud Intelligence, announced that Alibaba Cloud has entered the 2.0 era and installed a "digital native operating system" for the "supercomputer" of Feitianyun. Development strategy to provide a more complete and easier-to-use platform and architecture for enterprises to go to the cloud, use the cloud, and develop applications on the cloud.
In fact, based on different perceptions of the digital transformation of the industry, cloud computing giants including AWS and Microsoft Azure are also constantly adjusting their different development directions. Alibaba Cloud 2.0 has formed a differentiated development path. It is not only a judgment on a new turning point in the development of cloud computing, but also a reorganization of the products and technologies in the Alibaba Cloud system. In the face of huge uncertainty in 2020, this quarter's revenue exceeded 2 billion US dollars and revenue growth reached 60%. The report card of% has given the industry a sense of the growth trend of Alibaba Cloud in the 2.0 era.
Two turning points of cloud computing
In the past two years, cloud computing has ushered in two important “turning points”.
In July 2019, the "Global Cloud Computing IT Infrastructure Market Forecast Report" released by IDC showed that in 2019, the global cloud IT infrastructure accounted for more than traditional data centers. This means two points: First, the procurement of IT services by enterprises has begun to migrate to the cloud; second, the competition of cloud computing giants has entered a new stage of all-round and three-dimensional, not only to meet the needs of enterprise IT facilities to go to the cloud, It is also necessary to realize all-round digitalization of business and operations, so that new capabilities can grow directly on the cloud.
This is a new growth opportunity for global cloud computing giants including Alibaba Cloud. In the past 2019, Alibaba Cloud put forward the slogan of “full cloud access”. Revenue continued to grow and reached 100 for the first time in the third quarter of fiscal year 2020. 100 million yuan in revenue.
If this turning point in 2019 is an inevitable development of the IT industry, then the sudden outbreak of in 2020 constitutes another important turning point in the development of global cloud computing.
On the one hand, from government departments to enterprises of all types and sizes, fast cloud migration has become an inevitable choice to ensure uninterrupted business; on the other hand, as a large number of work and learning scenarios migrate online, a large number of Demand for application development and service innovation on the cloud.
is also in this context, the SaaS company Zoom, which provides online meeting services, soared nearly 1,000%; Microsoft Teams, which relies on Office, exceeded 75 million daily active users in just a few months; AWS and Google Cloud’s revenues have repeatedly hit record highs .
Alibaba Cloud also keenly saw this turning point. Zhang Jianfeng said at the Alibaba Cloud Summit in June this year, "After this "epidemic", originally took 3 to 5 years of digitalization and will be completed in the next 1 year. ".
Two turning points in two years, the cloud computing industry ushered in an unprecedented development opportunity, but also a series of huge challenges. For example, different industries have different requirements for cloud computing products. How can we balance the supply of general and vertical products; for another example, the cloud demand for government and enterprises spawned by the epidemic is more business-oriented, so we need to ensure business Under the premise of operation, it helps enterprises to realize the cloud migration of infrastructure and data. More importantly, in the face of uncertain challenges in the future, whether cloud computing companies can provide customers with more technology-oriented rather than sales-oriented solutions has become the key to cloud computing companies' ability to seize this development opportunity.
This is also required by Alibaba Cloud 2.0The status quo of the industry to face.
Look at Alibaba Cloud 2.0
from the perspective of cloud nailing. As mentioned above, the epidemic has spawned a huge demand for online services. In China, nailing has become an important platform for online demand from governments, schools, large and small enterprises. Public information shows that the current number of DingTalk users has exceeded 300 million, and the number of enterprise organizations has reached 1500+. In Zhejiang alone, more than 1 million civil servants work on DingTalk.
When more and more organizations migrate their business to DingTalk, , the original internal communication tool for enterprises, has evolved into a mobile collaborative office platform and application development platform, and it is also a platform for carrying enterprise and government business, data and applications .
From the perspective of application development, the previous application development and deployment environment relied on IT infrastructure and cloud servers. It not only needed to consider internal processes and data processes, but also exceeded the capabilities of many non-technical companies in terms of development complexity. The DingTalk platform provides a more modular, low-code development environment, and application development based on DingTalk has become a matter of course. Especially for small, medium and micro enterprises without technical capabilities, you can also directly use the "drag and drop" method to quickly establish yourself Enterprise applications. The latest data of
shows that the number of enterprise applications on DingTalk has rapidly increased to 600,000, and more than 200,000 enterprise application developers have helped companies customize their own applications on the DingTalk development platform; the Zhejiang civil servant office platform mentioned above , With more than 1,000 applications, generating more than tens of millions of electronic streams every day. These electronic streams were originally operated in the public service process in the form of phone calls and emails; including Liby, Oriental Hope, Pacific Insurance, and Guangdong Rural Credit Union. Many of the companies have developed hundreds of thousands of enterprise applications based on the "cloud and nail integration" infrastructure.
This constitutes a dimension of the integration of cloud nails. By encapsulating the complex underlying infrastructure, a more efficient and friendly environment for cloud-based, cloud-based, and cloud-based development is formed, and it has become an accelerating digital transformation in all walks of life. operating system".
In another dimension, Alibaba Cloud is still supporting innovation on the cloud through unremitting investment in underlying technologies.
Take computing as an example. In order to overcome the computing loss of virtualization, Alibaba Cloud has self-developed a cloud server with a Shenlong architecture. This new server (architecture) that combines the "heart of a virtual machine" and "the muscle of a physical machine" is an industry It has set a new benchmark for computing performance and computing cost, and played an important role in the 2019 Double Eleven technical exam.
In the cloud-native scenario, Alibaba Cloud has established a Cloud Native Technology Committee to vigorously promote the full cloud nativeization of Alibaba economy, and use Alibaba Cloud’s technology accumulation in the cloud native field to provide application development, The delivery architecture helps enterprises go from full cloud to full cloud business.
goes a step further. In the field of "infrastructure" data centers of digital infrastructure, the five ultra-large-scale data centers that have been completed demonstrate the breakthroughs of Alibaba Cloud's self-developed software and hardware in the past few years, and let the outside world see Alibaba. Baba's integration capabilities from chips, components, complete machines to cloud platform software and hardware, these ultra-large-scale data centers are not only a series of technology masters, but also the source of future cloud innovation.
The above two points, on the one hand, through the expansion of cloud computing customer groups and user scenarios, the dividend of cloud computing from price to value, and the use of continuous investment in technology to create a future-oriented computing infrastructure, which constitutes The key development strategy of Alibaba Cloud 2.0. Z1z
writes at the end: the new growth path
From the law of industry development to the "accelerator button" pressed by the outbreak of the epidemic, the story of accelerating industry digitization is being staged all over the world. In China, strong anti-epidemic measures ensure that companies quickly resume work and production. Cloud-based business and data development and utilization have become the only driving force for companies to quickly achieve digital transformation and continue to grow.
Alibaba Cloud, which entered the 2.0 era, is leaving the complex architecture and server to itself, and at the same time presenting a more operational interface and more practical capabilities to customers. This quarter’s financial report also fully demonstrates that cloud nails together bring The effect has begun to appear . There are also two figures in the financial report: as of September 30, 2020, about 60% of A-share listed companies are Alibaba Cloud customers; as of September 2020, the average of these companiesConsumption increased by 45% year-on-year.
This is reminiscent of PCs in the 1980s. At that time, although hardware manufacturers had provided powerful hardware capabilities, all walks of life were still helpless with the complex and high-threshold DOS-MS interface. With the emergence of Microsoft Windows , The complex operation logic is encapsulated into a user-friendly interface. Through graphical interaction, the threshold for individuals and enterprises to use PCs is greatly reduced, thus opening a new era of computing.
At the special time of 2020, Alibaba Cloud, which is integrated with the cloud and nails, has obviously embarked on a new growth path. (End)
