Global Cloud Watch "Cloud White Paper (2020-2021)" is a hot review of cloud vendors
An interesting thing, Deutsche Bank previously expected Tencent Cloud's revenue to reach 29 billion yuan in 2020. Can this number become a reality?
In 2020, Tencent Cloud is still working very hard. The "Qianfan Plan" was upgraded to a cloud and multi-terminal, and Tencent Cloud and more than 100 leading SaaS vendors worked together to jointly launch 54 scenario solutions.
Not only that, Tencent Cloud's investment in the government and enterprise market is also very large, Tencent Cloud revenue reached 17 billion yuan in 2019, and continued to soar in 2020, but with the increase in the volume of public cloud manufacturers, and the overall development of public cloud manufacturers into a plateau period, so Tencent Cloud's revenue performance growth rate in 2020 will inevitably be difficult to reach the level of 2019, and it is also very normal to slow down slightly.
Tencent Cloud's annual revenue is integrated into financial technology and enterprise services, and is not announced in Tencent's annual financial report. According to the financial report data, in 2020, Tencent's financial technology and enterprise service business revenue increased by 26% year-on-year to 128.086 billion yuan, accounting for 27% of the group's total revenue, from which how to estimate the total revenue of Tencent Cloud? According to the figure of 17 billion yuan in 2019, with reference to the growth of the industry's cloud business, Tencent Cloud's revenue in 2020 is estimated to be between 24 billion yuan and 27 billion yuan, which is difficult to achieve the 29 billion yuan predicted by Deutsche Bank. Amin finally estimated that Tencent Cloud's annual revenue in 2020 would be 25.5 billion yuan, an increase of 8.5 billion yuan from 2019, an increase of less than 60%, or about 50%. This growth rate and growth rate are lower than Alibaba Cloud's 2020 level.
Looking back at the growth performance in 2019, in fact, Tencent Cloud is still good, when 2019 and 2018 increased by 86.81% year-on-year, Tencent Cloud increased by 7.9 billion yuan, but in terms of growth, Alibaba Cloud in 2019 was close to twice that of Tencent Cloud. However, in 2020, in terms of growth rate, Alibaba Cloud will exceed twice the estimated value of Tencent Cloud in 2020.
In 2021, another key year for the development of Tencent Cloud, there may be new changes in the industry situation and pattern, but whether the team of Tencent Cloud can seize the visible opportunities is worth paying attention to.
(by Us)
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【Global Cloud Observation】Focus on the analysis of technology companies, speak with data, and take you to understand technology. This article and the author's reply represent personal views only and do not constitute any investment advice.