Ali How To Go After The Electricity Supplier? Cloud Computing Is The Next Growth Pole

Yesterday, Alibaba announced the 2017 Quarter Fiscal second quarter earnings, revenue of 34 billion 292 million yuan (about 5 billion 142 million U.S. dollars), an increase of 55% over the same period last year.

It is worth mentioning that, following the listing of Ali so far, the first time in the earnings report referred to GMV data, which may mean Ali to the real beginning of the electricity supplier.

GMV is an important indicator of the electricity supplier. In the traditional retail industry, GMV is known as water flow. For e-commerce, GMV is the paction volume of a website, which includes sales volume, cancellation of order amount, rejection of order amount and return order amount.

GMV has repeatedly been cited as an important data in more than ten years' earnings reports of Ali listed.

In May this year, Ali released its annual performance in 2015. It also refers to the group's GMV created in the previous fiscal year, reaching 3 trillion and 92 billion. At the same time, he said that in the 2020 fiscal year, Ali will become the first company in the history of human history with a turnover of over 6 trillion yuan.

Subsequently, in the June investor conference, Ma Yun said that he would no longer publish the important indicators of GMV's electricity supplier after he released his quarterly earnings report.

At the same time, at the recently concluded cloud habitat conference, Ma Yuncheng: "from next year, Alibaba will no longer mention the label of e-commerce, and enter the new era.

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At the scene of the conference, Ma Yun's remarks also triggered Terry Gou's Tucao, "we can hardly touch the net to do business, so you won't play."

However, GMV, e-commerce is a label after all. From the data in the earnings report, the revenue from the core business business grew by 41% over the same period, up to 28 billion 493 million yuan. Compared with the same period last year, the growth rate slowed down, while the number of active buyers in the quarter also showed a slowing trend.

Although this is related to the current domestic economic environment, while Alibaba's base in the past few years has reached a larger peak, it is undeniable that the current slowdown in core business has catalyzed the pition from internal to external to a certain extent.

For the determination of Alibaba to go to the electricity supplier, in the analyst telephone communication meeting, Alibaba CEO Zhang Yong also indicated that the most important opportunity at present is not to continue to focus solely on the development of online business, but to help traditional businesses upgrade to the new retail mode.

"3 trillion of online sales is an important milestone. The coming of this clear turning point reminds us to take advantage of the commercial infrastructure built by Alibaba, including trading platform, payment, logistics, cloud computing and big data, to promote the pformation of China's retail economy with a value of 30 trillion."

Cloud computing is becoming the next growth pole.

Cloud computing, as one of the three major directions of Alibaba, has reached a record high of 1 billion 493 million yuan in the fiscal quarter, a year-on-year increase of 130%. The number of paying customers is 651 thousand, an increase of 108% over the same period.

Ali cloud users cover financial, medical, public pport, energy, manufacturing, government agencies, games, multimedia and other industries and enterprise types. More than 35% of China's websites are provided by Ali cloud.

Earnings data show that this is the six consecutive quarter of Ali cloud revenue growth of over 100%, is becoming the next growth pole of Alibaba.

At the October 13th annual general meeting, Ma Yun said that in the next thirty years, new retail, new finance, new manufacturing and new culture will be triggered. The foundation of this change is computing as a new technology.

At the same time, Ali Yun also accelerated the internationalization process in the current fiscal year, aiming to divide the market of Amazon AWS and Microsoft Azure on the international market and compete with the two giants.

In June this year, Ali cloud announced the launch of a global partnership plan to find the best partners in the world. In August of this year, Ali cloud released the new Logo, replacing the Chinese cloud with the symbol of computation. Meanwhile, it announced that the data center in Europe, Australia, the Middle East and Japan will be launched this year, and the data center of the eastern United States, the western United States, Singapore and Hongkong, which has been opened, will form a comprehensive cloud computing infrastructure for the world's major Internet markets.

Recreational activities are frequent.

Entertainment business is closely related to Ma Yun's "happiness" in the future Double H (health and happiness) strategy of Ali group.

Since the beginning of this year, entertainment activities such as entertainment and live broadcast have been accelerated.

In June this year, the Alibaba group leading group on entertainment and entertainment was set up, including Ali pictures, oneness group (Youku potato), Ali music, Ali sports, UC, Ali game, Ali literature, and Ali digital entertainment division.

In October, the big entertainment sector was upgraded directly to Alibaba entertainment group, while raising a large entertainment industry fund with a scale of more than ten billion yuan.

According to Alibaba's two quarter financial report, digital media and entertainment business, the synergy effect of the big entertainment sector is beginning to show.

The quarterly revenue of the business reached 3 billion 608 million yuan, an increase of 302% over the same period last year.

The number of entertainment in Ali's business sector revenue growth ranked first.

With the establishment of entertainment groups, Ali will further integrate resources and breed a new ecosystem -- culture and entertainment ecology.

The culture and entertainment ecology will blend with Ali's electricity supplier ecology, financial ecology, logistics ecology, and cloud ecology, and ultimately achieve the new retail vision of Ma's going to the electricity supplier.