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[ Industrial Internet Weekly Report is a special product released by Titanium Media TMTpost, which will integrate the most important enterprise-level services, cloud computing, and the cutting-edge trends in the field of big data , heavy policies and industry research reports this week . 】
This week (November 2-November 8) Alibaba announced the results of the second quarter of fiscal 2021 (the three months ended September 30, 2020). Alibaba Cloud's quarterly revenue increased by 60% to 14.9 billion. The 2021 fiscal year may be Ali’s first profitable cloud computing business year.
Prior to this, Amazon, Microsoft, and Google successively disclosed quarterly earnings reports. Among them, Amazon Cloud Service (AWS) revenue was 11.601 billion US dollars, compared with 8.995 billion US dollars in the same period last year, an increase of 29%. The revenue of Amazon’s cloud computing business exceeded US$10 billion for three consecutive quarters; Azure public cloud was one of Microsoft’s fastest-growing businesses this quarter, with a year-on-year growth of 48% in the quarter, compared with 47% in the previous quarter. Accelerated; Google Cloud quarterly revenue of 3.44 billion US dollars, an increase of 45%.
This week, several high-quality industrial Internet projects announced a new round of financing.
Alibaba Cloud’s quarterly revenue surged by 60% to 14.9 billion, and FY2021 may become Alibaba’s first profitable cloud computing business year
On the evening of November 5th, Alibaba Group released its 2021 fiscal second quarter results. Multiple engines promoted strong growth. Alibaba Cloud’s quarterly revenue was 14.9 billion yuan, a year-on-year increase of 60%. In the same period last year, Alibaba's cloud computing business lost 1.92 billion yuan. Prior to September, Alibaba Chief Financial Officer Maggie Wu said that this year may be the first profitable year for the cloud computing business.
According to the financial report, the strong growth of Alibaba Cloud is mainly due to the provision of more complete digital transformation technologies and services for various industries, especially the rapid growth of the Internet, finance, retail and other industries. Among them, about 60% of A-share listed companies use Alibaba Cloud's technology and services. Public information shows that during the quarter, Industrial and Commercial Bank of China, FAW Group, Xinhua Insurance, and Feihe Group reached important cooperation with Alibaba Cloud.
Amazon Cloud Services Q3 revenue of $11.6 billion, a year-on-year increase of 29%
On October 30, according to foreign media reports, after the US stock market closed on Thursday, local time, Amazon announced its third quarter 2020 financial report as of September 30. The financial report shows that Amazon's third-quarter revenue was $96.1 billion, an increase of 37% year-on-year. Among them, the company's cloud computing business-Amazon Cloud Services (AWS) revenue was 11.601 billion US dollars, compared with 8.995 billion US dollars in the same period last year, an increase of 29%. Amazon's cloud computing business revenue has exceeded 10 billion US dollars for three consecutive quarters, and their business revenue has also maintained growth for 24 consecutive quarters.
It is worth noting that due to the year-on-year increase in revenue, Amazon's cloud computing business revenue in the first three quarters of this year is equivalent to 90% of the entire year of last year.
Microsoft announces first fiscal quarter of 2021 earnings, Azure revenue rose 48% year-on-year
On October 27, Microsoft announced the company's 2021 fiscal first quarter earnings report. The financial report shows that Microsoft’s revenue in the first quarter of fiscal 2021 reached 37.2 billion U.S. dollars (approximately RMB 249.8 billion), an increase of 12% compared to the same period last year; operating profit was 15.9 billion U.S. dollars (approximately RMB 106.8 billion), A year-on-year increase of 25%; net profit was US$13.9 billion (approximately RMB 93.3 billion), a year-on-year increase of 30%; adjusted earnings per share was US$1.82 (approximately RMB 12.22), a year-on-year increase of 32%.
It is worth mentioning that the revenue of Microsoft's productivity and business process department this quarter was 12.3 billion US dollars (approximately 82.5 billion yuan), an increase of 11% year-on-year. Among them, Office commercial products and cloud service revenue increased by 9%, which was mainly driven by the 21% increase in Office 365 commercial revenue. In this regard, Microsoft Executive Vice President and Chief Financial Officer Amy Hood (Amy Hood) pointed out: "Our commercial cloud revenue reached 15.2 billion U.S. dollars (approximately 102.1 billion yuan), a year-on-year increase of 31%. The quarterly performance contributed a lot."
Azure public cloud is one of the fastest-growing businesses, with a year-on-year growth of 48% during the quarter, which is faster than the 47% in the previous quarter. Microsoft did not disclose Azure's revenue. Analysts had expected the growth rate to be around 44%.
Google Cloud's third-quarter revenue was 3.44 billion US dollars, a year-on-year increase of 45%
On October 30th, after the US stock market closed on Thursday, local time, Google’s parent company Alphabet released its third quarter 2020 financial report as of September 30. The financial report shows that the company's third-quarter revenue was US$46.173 billion, compared with US$40.499 billion in the same period last year, an increase of 14% year-on-year and higher than the average analyst forecast of US$42.88 billion.
In the third quarter, the company's net profit was 11.247 billion US dollars, an increase of 59% from the 7.068 billion US dollars in the same period last year; earnings per share were 16.4 US dollars, higher than 10.12 US dollars in the same period last year, and higher than analysts’ average expectations. 11.21 USD.
Alphabet/Google CEO Sundar Pichai (Sundar Pichai) said that Google Cloud’s third-quarter revenue growth was 45%, mainly due to its data processing and analysis advantages, and the acceleration of cloud computing during the new crown virus pandemic. Digital transformation, and its multi-cloud strategy. In addition, he also said that starting from the fourth quarter of 2020, Alphabet will account for Google Cloud as a separate business.
Many chip manufacturers are allowed to continue to supply Huawei
On November 6, according to the Financial Times, Microsoft’s application for supply to Huawei has recently been approved by the US Department of Commerce, and Microsoft’s Windows operating system can continue to be licensed to Huawei. Prior to this, upstream component suppliers such as Intel, AMD, Samsung Display, Sony, Skyworks, etc. have all obtained the license to resume supply to Huawei.
In addition, foreign media said that TSMC may have been approved to continue to supply Huawei, but the source of supply is strictly limited. TSMC is licensed for mature processes such as 28nm, excluding advanced process technologies such as 16nm, 10nm, 7nm, and 5nm.
Ant Group suspends listing in A and H
On the evening of November 3, the Shanghai Stock Exchange announced that it would postpone the listing of Ant Group on the Science and Technology Innovation Board. Subsequently, Ant Group announced on the Hong Kong Stock Exchange that due to the fact that the actual controller, executive chairman and general manager of Ant Group have been supervised and interviewed, and the financial technology regulatory environment has changed Other major events may cause the company to fail to meet the relevant issuance and listing conditions or information disclosure requirements, so it was decided to suspend the company's A-share listing on the Science and Technology Innovation Board.
Just the day before, the People’s Bank of China, China Banking Regulatory Commission, China Securities Regulatory Commission, and State Administration of Foreign Exchange had an interview with Ant Group’s actual controller Ma Yun, Chairman Jing Xiandong, and President Hu Xiaoming.
Dipu Technology completes tens of millions of dollars in A3 round of financing
According to news on November 3, Dipu Technology recently received tens of millions of US dollars in A3 round of financing and successfully introduced the Shanghai Artificial Intelligence Industry Investment Fund and Lingang Intelligent Manufacturing Industry Investment Fund, resulting in a more diversified shareholder structure. This is another tens of millions of US dollars financing after Dipu Technology announced its A+ round in May this year. This round of funds is mainly used to invest in technology research and development of Dipu Technology, focusing on the integrated strategic layout of the Yangtze River Delta.
Zhao Jiehui, Chairman and CEO of Dipu Technology, said at this financing meeting: “At the beginning of this year, Dipu Technology established a 2048 laboratory, and continued to increase R&D investment around basic data technology. It has focused on data intelligence, IoT and cloud native. In terms of forming a complete technical product system and forming a complete technology stack with late-comer advantages in the field of digital transformation, it can provide enterprises with data technology services that are neutral to cloud vendors."
E-signbao received over 1 billion investment in round D, the largest financing for the electronic signature industry
News on November 5th, e-signbao officially announced that it has been led by Shenzhen Venture Capital, Evergrande High-tech Group, Fortune Caizhi, Yuanyi Investment, Fanchuang Capital and other institutions participated in the investment, totaling more than 1 billion yuan Series D financing. This round of financing will continue to be used to continuously increase investment in product and technology research and development, focus on signing and contracting and make ecological arrangements around this, and promote the popularization of electronic contracts on a large scale.
Established in 2002, esignbao is committed to providing customers with legally effective electronic contract full life cycle services. With the overall layout and construction, esignbao has now transformed from the role of a technical facilitator to an electronic signature service platform with both blockchain smart contract services and judicial security services.
Ronglian Cloud Communications completed US$125 million in Series F financing, the largest financing in the domestic cloud communications field
On November 5th, Ronglian Cloud Communications (hereinafter referred to as "Ronglian"), an intelligent communication cloud service provider, announced the completion of US$125 million in Series F financing, led by the China State-owned Capital Venture Capital Fund (referred to as "National Venture Capital Fund") , New Oriental Industrial Fund, Mirae Asset (Future Assets), Blue Teng Capital and CloudAlpha and other strategic and financial investors will participate. Tenda Capital, Citigroup Global Markets Asia Limited and China Merchants Securities (Hong Kong) acted as financial advisors. This is the largest private equity financing so far in the domestic cloud communications field.
Ronglian has innovated from the initial CPaaS communication service model and has grown into a full-product service provider integrating CPaaS, CC and UC&C, serving a wide range of industries such as finance, education, energy, Internet, and automobiles.
After the completion of this round of financing, Ronglian will further increase its investment in technology research and development in the direction of intelligent communication cloud services, increase product thickness and competition barriers; at the same time, continue to innovate and expand the boundaries to better assist in the wave of 5G and new infrastructure Enterprises and government organizations realize digital transformation and intelligent upgrading, and promote the transformation of China's corporate communications market. In addition, Ronglian will also accelerate the expansion of overseas markets and strive to become the world's leading new service provider of communication products.
Takema Intelligent completed 200 million yuan C round of financing and was jointly invested by two major state-owned banks
On November 6th, Takema Intelligent Technology (Shanghai) Co., Ltd. announced that it has completed a 200 million yuan C round of financing, led by BOC International, followed by BOCOM International, and led the capital to pursue another investment.
After this financing, Takema Intelligence will continue to platform products, scale businesses, develop a broader partner ecosystem, deepen the landing of vertical scenarios in the financial field and corporate services, and create more and more valuable standard application scenarios.
Takema Intelligence was founded in 2015 by Jian Renxian, former deputy dean of Microsoft (Asia) Internet Engineering Institute. For more than 5 years, it has been committed to natural language processing (NLP/NLU) technology, and takes natural language understanding and emotional computing as the core. Launched an enterprise-level artificial intelligence platform. Currently, Takema Intelligence has 6 major standardized platforms, including a full-stack open platform for robot applications, a customer service center intelligent system, and an NLP platform.
Takema has now covered hundreds of financial benchmark customers, including Bank of Communications, China UnionPay, China Construction Bank, Bank of China, China Merchants Bank and so on.
Xiaoma Zhixing announced that it has received US$267 million in Series C financing
On November 6th, Pony.ai, an autonomous driving unicorn company, announced that it has obtained Series C financing. The total amount of financing after this round of investment exceeds 1 billion US dollars, and the post-investment valuation exceeds 5.3 billion US dollars. This round of financing was led by a science and technology investment platform under the Ontario Teachers’ Retirement Foundation of Canada.
Other investors in this round also include existing investors such as Fidelity China Special Situations PLC, Wuyuan Capital (formerly Morningside Capital), Kaiming Investment, and Sidao Capital.
MINIEYE, an autonomous driving perception technology developer, completes 270 million yuan in Series C financing
On November 4, MINIEYE, an autonomous driving perception technology developer, announced that it has completed a 270 million yuan C round of financing. Investors include Harvest Investment, Oriental Fortune, Yuanjing Capital, Hixih Communications, Shanshan Venture Capital, and old shareholders NavInfo and Kang Chengheng continue to increase their holdings.
The C round of financing will first be used to ease the supply chain pressure caused by large-scale delivery, increase cash flow reserves, so as to stably ensure that the procurement needs of OEMs are met in a timely manner; on the other hand, continue to invest in the research and development of advanced autonomous driving technology. Maintain the competitiveness of technology and products.
Zhiketong received $50 million in Series D financing
On November 4th, Zhiketong, a digital marketing service provider for wine tourism, announced the completion of a $50 million Series D financing. This round of financing was jointly led by Yuanjing Capital and China Youth Travel Hongqi Fund. Qiyuan Investment Axiom Asia, Sequoia Capital China Fund, Shunwei Capital, and Yijing Capital participated in the investment. Light Source Capital served as the exclusive financial advisor.
Public information shows that since its establishment in 2014, Zhiketong has obtained 7 rounds of financing, and the total amount of financing has exceeded 800 million yuan.
It is understood that Zhiketong is a "transactional SaaS + service" digital marketing service provider, which mainly provides services for Gaoxing hotels and scenic spots. In this segment, Zhiketong merged with the Golden House Card in 2019.
Wangsu Technology released a safety report for the first half of the year: Web application attacks surged by over 800%
According to news on November 5, Wangsu Technology recently released the "China Internet Security Report for the First Half of 2020" (hereinafter referred to as the "Report"). According to the "Report", affected by the epidemic in the first half of 2020, cyber attacks continued to surge: the number of DDoS attacks increased by 147.63% year-on-year; malicious crawling attacks were 1.97 times that of the same period in 2019, with an average of 660 occurrences per second; the most obvious increase was the Web Application attacks, Wangsu platform monitored and intercepted the number of web application attacks as high as 4.224 billion times, which is 9 times that of the same period in 2019.
The "Report" pointed out that the hacker industry chain is extremely sensitive. With the emergence of the epidemic, attack traffic has rapidly shifted with the industry situation. As government services continue to go to the cloud and the importance of information disclosure during the epidemic has greatly increased, government agencies It has also become the hardest hit area for web application attacks and API attacks.
It is worth noting that the "Report" introduced the dimension of host security for the first time. The statistical analysis of host intrusion events in the first half of the year in the "Report" found that 86.73% of intruded hosts detected mining viruses, and black production was more automated and realized faster; more than 95 Persistent attack methods are found in% of the invading hosts, which means that after the hacker invades, the malicious process will continue to run. As the last and most important line of defense for enterprise security, the Wangsu Cloud Security Team recommends that enterprises adopt layered defense in depth, and can consider adopting a zero-trust network solution to make reasonable and long-term planning for the enterprise network.
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