Alibaba 2016 Brilliant History: Ali, "Four Little Dragons" And "Four Little Flowers" Have Risen.

In May 5th Beijing time, Ali announced the performance of the year 2016.

In addition to the old bank business business consolidation advantages, this financial report another concern, is a number of new business flowers, harvest returns.

In the past few years, Ali has gradually relied on acquisition integration and self incubation to form a new main business, "four dragons" - Ali cloud, UCWeb (including UC headlines and Shenma search), Gao De and local life.

In 2015, the "four dragons" succeeded in occupying one of the largest market share in their respective industries, and continued to sprint at high speed.

Business synergies.

In the same year, Ali started investing and cultivating "four little flower Dan" - Leisure fish, nails, YunOS and Ali travel.

A main theme behind it is concealed: Based on physical goods, towards a broader service economy.

Starting from online retailing, developing computing and data services, enterprise services, content services and local life services.

It has been found that Ali appears to be "heavy" this year, behind which the Chinese Internet giant went deeper into the real economy.

Fully reconstructing the industrial chain, looking for chemical changes, trying to find the value blue ocean in the third industry service economy which accounts for more than half of China's GDP and up to 30 trillion yuan.

Ali Yun: cash gift

Since its commercialization in 2009, Ali cloud has been under pressure in Ali, which has led to the outsiders' ignorance of the philosophy of science fiction and the difficulty of comparing Tmall Taobao with its revenue.

The three digit growth in the whole year has made the past fiscal year the year of the departure of Ali Yun, which is inextricably linked to weather, geography, and people.

The results showed that cloud computing and Internet based services continued to maintain rapid growth in the fourth quarter of fiscal year 2016, with a quarterly revenue of 1 billion 66 million yuan, an increase of 175% over the previous year. The growth rate exceeded 126% in the previous quarter, and the number of paid users in cloud computing has exceeded 500 thousand.

After Amazon AWS and Microsoft Azure, Ali cloud has become the world's third largest cloud computing service provider.

Thanks to the "Internet +" strategy, China's more government departments, state-owned enterprises and large private enterprises began to reform the IT sector. Cloud computing has achieved explosive growth. Ali cloud has stepped on the air gap and quickly turned the technology into a "business", which constantly cashed in the past 6 years in advance of the layout of the dividend.

This year, Ali cloud launched new products, new services and developers together to customize cloud computing big data service solutions for all walks of life.

In the Chinese market, Ali cloud's familiarity with the Chinese market and its customers is far superior to Microsoft's ability to win trust and localize sales.

And other overseas giants.

Compared with domestic giants, Ali cloud is the earliest, the strongest technology and the most comprehensive service.

Enjoy this double dividend, let Ali cloud attack the city.

According to a survey conducted by Deutsche Bank for CIO, about 65.5% of Chinese respondents use Ali cloud as their exclusive service provider, taking a leading position in the Chinese market.

Inside Ali, 2015 was the year when Ali cloud was the main business.

In July last year, CEO Zhang Yong announced an additional investment of 6 billion yuan to Ali Yun, no matter the market budget, personnel budget and resource budget are unprecedented, and promoted Ali cloud for more than 100% growth in the 4 quarter, paying more than 500 thousand users.

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In the first quarter of this year, the world's major cloud computing providers grew rapidly, forming the first camp of Amazon AWS, Ali cloud and Microsoft Azure, of which Ali cloud was significantly ahead of other service providers at a rate of 175%.

Over the same period, Amazon's AWS revenue grew by 64%, and Microsoft Azure grew by 120%.

Deutsche Bank predicts: "by 2019, Ali cloud's annual revenue will reach 67 billion 700 million yuan."

After 6 years of insistence, Ali ran and ran, and finally caught up with himself.

UC Gao de: the successful integration of history

The acquisition of large Internet companies is inevitable. The 91 of Baidu's acquisition has disappeared, and Jingdong's takeover is closed.

It's hard for you to find a case of successful integration after the acquisition of BAT enterprise, but UC Gould is writing this history.

After being completely bought by Ali in 2014, UC and Gao de led a big increase under Yu Yongfu's leadership.

Not only keep pace with growth, UC has also moved from browser to information headline and search, creating UC headlines and Shenma search's two largest products.

Gould firmly foothold in the fierce market competition, resisted the offensive of Baidu map, exerted professional characteristics, and occupied the market share in three fields: Mobile, navigation and vehicle networking.

Yu Yongfu was also recognized as a new member of Ali's partner.

Behind UC's success is the integration essence of Ali acquisition: "invite others to come back and integrate themselves".

In the mobile era, information flow has become a major entry to the Internet, and the Alibaba has always lacked a powerful information flow product.

UC's user base and content gene maximization complement Ali's short board.

According to March data, the average exposure of UC headlines has exceeded 6 billion times, and UCweb has 400 million monthly active users worldwide.

Ali business board, especially the integration of content providers and UC headlines, has begun to present a new growth point.

Word of mouth Revival: Ali's local life ambitions

With the revival of word of mouth and the 900 million dollar investment hunger, Ali's layout in the local life area has gradually become clearer.

In order to distinguish between the two scenes of store / home, Alipay is deeply linked to the "store scene" by "word of mouth".

In the "home scene", the word "mouth" provides the entrance and is responsible for running the business.

In December 2015, the average number of word of mouth pactions has exceeded 5 million, and the quarterly turnover has exceeded 20 billion.

The newly invested hungry city covers 300 cities, with 50 million consumers, further consolidating the strength of Ali in the field of food and beverage delivery.

Ali also further waved the sword of the electricity supplier, using Tmall's commodity links, membership links, service links, mobile Taobao's super App advantage, driving the whole industry chain to embrace the Internet, and achieve a more solid online and offline integration.

There were comments in the industry, Ali O2O slowed down, but later came first.

Ali successfully avoided the burning money war of O2O, using strong capital potential energy, chose to "pick fruit" at low points, win the winner in the market, reduce the cost through the scale advantage of polymerization, and create chemical reaction.

Just like Alibaba CEO Zhang Yong said: "using the money from the circle, burning money to buy business volume and buying users, there is no future, because money will burn up and others will burn. There is no threshold.

The core is in the process of burning money, who has first completed the restructuring of goods or services, who has undergone chemical changes in the process of reconstruction, bringing about the improvement of the efficiency of the entire production supply.

Leveraging a larger service economy ecosystem requires continuous investment without even short-term returns.

Fortunately, Ali is probably the most qualified Chinese Internet company to do so: according to the financial report, as of March 31st, Alibaba group had 106 billion 818 million yuan in cash and cash equivalents, and created 51 billion 279 million free cash flow in 2016 fiscal year.

From B2B to Taobao, Taobao to Tmall and Alipay, and then to cloud computing.

In the past 16 years, Alibaba has relied on this round of self iteration to achieve today's business ecosystem.

Obviously, Ma and his top management team will not stop, looking for the next Ali growth point in the new service economy of up to 30 trillion scale.