Every time there was correspondent: Zong Xu, each edited: text and more
Data for Tencent. Source: Every time there was correspondent Zhang Jianshe (data plan)
November 13 evening, Tencent reported third-quarter financial data. Not surprisingly, after the impact of the elimination game version number, Tencent game business once again become a driving engine of growth performance, online games revenue grew 11 percent to 286 billion yuan.
Digital content, advertising, etc. business also performed well. Which, by the video and music service subscription account number to increase, driven by value-added service subscription fee Tencent number of accounts grew by 11% to 170.6 million; at the same time, online advertising revenue rose 13 percent to 18.4 billion yuan.
Of course, the most watched financial or business income Tencent technology and business services sector, since Tencent "930" reform last year, the Internet industry is considered the company's future. Overall, Tencent financial technology and corporate services revenues were 26.8 billion yuan, an increase of 36%. It performed well, accounting for about 28% of Tencent's overall revenue in the third quarter. In addition, Tencent announced a cloud-specific data revenue - third quarter revenue of 47 billion yuan, an increase of 80%. And Tencent first published the data, or in the fourth quarter of 2018.
Tencent cloud an increase of 80%
Before the earnings announcement Tencent, Alibaba has released its third quarter 2019 operating data, which Ali cloud in the third quarter revenues of 9.291 billion yuan, an increase of 64%. Over the same period, Amazon, Microsoft's cloud computing the revenue growth of 35% and 59%, respectively.
From the growth point of view, Tencent cloud growth rate of over 80% of the Ali cloud, Amazon AWS and Microsoft Azure. But from the body mass market, Tencent cloud growth rate does not mean that Tencent cloud in the past period of time, Bie Li cloud, Amazon AWS, Microsoft Azure cloud computing market TOP these manufacturers do a better job.
According to IDC November 7 release of "Chinese public cloud services market (first half 2019) track," Ali cloud market share of more than 40%, compared to Tencent cloud is still a considerable advantage. However, it should be noted that the gap between the second and the first Chinese cloud computing market is shrinking.
For this reason Tencent cloud revenue growth, earnings reasons given are: existing customers to increase customer base to expand usage, as well as education, finance, public services and retail; and the wisdom of industry solutions is growing rapidly, especially in wisdom retail projects; issued SaaS ecology "sails plan," Tencent internal resources through the integration of cloud and enterprise services such as micro-channel, external SaaS joint enterprises, to foster more vertical field of SaaS solutions; with the expansion of business scale and optimize cloud supply chain, operational efficiency of cloud services has improved.
Everbright Securities research report in once said: Tencent C2B model reconstruction of a new commercial, government links.
Specifically, in the past year, Tencent Tencent cloud platform capabilities to strengthen the focus on companies in the field of security, AI, LBS, such as the block chain technology, the integration of medical, travel, education and other industries platform to help public service traditional institutions and enterprises to achieve the transformation and upgrading. Meanwhile, Tencent also with 2C ability and experience, connected by public number, applets, payments, letters and other micro-enterprises, the B-side to help partners to better serve customers.
"We integrate its capacity to assist the industry to digitize and upgrade from income to support the cloud business to achieve significant and rapid revenue growth, as well as significant business scale." Tencent said in the earnings inside.
Cloud services increasingly competitive market
In the age of the Internet industry, the cloud is the basis of support services AI, big data, etc., but also the services of external output window. Cloud amount of market share, but also reflects the performance of cloud vendors in the age of the Internet industry, whether good enough to some extent.
From the point of view rankings over the years, Ali cloud has been in a position in the domestic leader, the other manufacturers have been playing catch-up trend. From IDC released market data, the first half of 2019 China market size of the overall public cloud services (IaaS / PaaS / SaaS) reached $ 5.42 billion, of which IaaS market steady growth, an increase of 72.2%, PaaS market growth has come down , an increase of 92.6%. Overall, however, the cloud computing market is still in the growth stage.
Behind the rapid growth of the market, is starting a cloud vendor.
IDC data show that the IaaS market, Ali, Tencent, China Telecom, Huawei, AWS forefront in the second quarter, accounting for 75.3% of overall market share, Chinese public cloud market concentration further enhanced. But this is not without intermediate variables, it is the second quarter of this year, Huawei's cloud IaaS + PaaS market as a whole grew more than 350%, and in one fell swoop to achieve the Amazon AWS beyond. Thus, for Tencent cloud, the cloud in front of Ali, followed by cloud vendors such as Huawei, the situation is not easy.
Accordingly, Tencent is accelerating from the bottom to construct self-developed technology system application layer, such as a fourth-generation research since Tencent T-block data center family, from the first server RESEARCH "sea stars" and other basic products. This is also common practice head cloud vendors, such as Ali cloud and Huawei cloud and so have self-development server, database products, and backed by Alibaba, Huawei, to go into the chip.
But cloud computing today, while considering enterprise cloud on, is not just talking about either use IaaS cloud vendor services, but hope to have a complete set of solutions. Therefore, SaaS eco-enterprises is particularly important.
To this end, Tencent not only released a SaaS ecology "sails plan," also shares a series of long-Technology, East Software, North Changshan next three listed companies. In addition, Everbright Securities said in reference to the industrial ecological advantages Tencent, Tencent after investment management business and industrial catalytic ecological investment market is worth more attention than the investment itself, because Tencent and its abundant resources and business opportunities inside its ecological important features of the industrial investment.