Kuaishou is involved in cloud services. Is TO B business easy to do?

Introduction: Under the strong blessing of capital, in recent years, many new "players" have advanced into this surrender "track". In the moment when the comprehensive ability of cloud service manufacturers has become a key competitive advantage, can the fast hand break the waves and seize the " "Wind" to seize the place that belongs to it?

Produced 丨 Nuke Science Society

Author 丨 Ningxi

Kuaishou is going to enter the cloud service market.

According to Tech Planet, Kuaishou recently launched the first cloud service business "StreamLake". It is reported that the main products of 'Streamlake' are divided into two categories: 'StreamLake-Video' and 'StreamLake-AI'. The former includes 'on -demand cloud', 'live cloud', 'real -time audio and video', etc.; The latter includes services such as 'intelligent review', 'intelligent effects' and 'virtual person'.

Zhang Wei, the person in charge of a well -known wind investment management, told Digital Sciences: "It seems that this time the fast -handed determination is great."

Judging from the current flowing information, Kuaishou may establish a corresponding management structure during the year, and now products and teams are in full swing. According to insiders, the fast -handed cloud service business is currently in the test stage and has not been officially abroad. It is expected that the end of this year or early next year can officially invest in the market with several giants on the cloud platform.

In recent years, many new "players" have advanced to this prevailing super "track". At the moment when the comprehensive ability of the cloud service manufacturer has become a key competitive advantage, can the fast hands be broken by the wind and seize the "wind mouth" to seize the place that belongs to it?

01 丨 Why do you want to go to the cloud?

Kuaishou itself starts with audio and video.

Choosing the audio and video field to enter the cloud service. Kuaishou itself has technical and product advantages, and some technical and experience that has been applied to the fast -moving body is very helpful for improving customer service capabilities.

Secondly, the business transformation of the old opponent's Douyin pioneering cloud service also made Kuaishou feel a trace of running pressure.

In December 2021, the volcanic engine of the byte beating officially released 78 cloud product services including cloud foundation, video and content distribution services, data Zhongtai, development Zhongtai, and artificial intelligence. As the customers of volcanic clouds show explosive growth, the customers covering gradually penetrate the Internet, finance, manufacturing and other fields.

Wei Yunfeng, a research manager of IDC China, pointed out in the previous media interview that video is becoming the basic element of various types of business and social activities. Create new marketing and service scenarios for all walks of life. "

Although the volcanic cloud is not yet regarded as a new growth engine of byte beating, the current situation of driving byte beating to expand to B -end ability has also been inspired by Kuaishou.

In fact, as early as half a year ago, Kuaishou was quietly hoarding the corresponding talents of Jianyun service products.

On the major recruitment platforms, the fast -growing recruitment list updated in March has quietly appeared virtual anthropomorphic planners, database architects, data engineering R & D engineers, audio and video SDK development engineers, etc. Compared with last year's recruitment list, the recruitment list continued to increase continuously. New position. From the perspective of the industry, this may be accumulating talents on the new cloud service platform.

"If Kuaishou really cuts into the cloud service from the audio and video field, then the data architecture and algorithm are the manpower direction they need to invest in the cloud service platform in the early stage." "In some areas of their own advantages, they expand the corresponding cloud service capabilities, and even independent to provide services outside the outside world is not a choice that needs to be surprised."

In addition, the timing of fast hands is relatively good.

On the one hand, according to IDC data, the global IAAS+PAAS market in 2021 reached 159.6 billion US dollars, an increase of 37.08%year -on -year, and the popularity of cloud services has been very obvious. Looking at the country, on June 8th, the first quarter of 2022 China Cloud Computing Market Report released by the market research institution Canalys showed that in the first quarter of this year, my country ’s cloud infrastructure service expenditure increased by 21%year -on -year to 7.3 billion US dollars, which was the same period than last year last year. Increasing $ 1.3 billion, accounting for 13%of global cloud infrastructure expenditures. Although the expenditure is lower than expected, China is still the leading growth market.

On the other hand, the Chinese cloud service market is in a fierce competition atmosphere. In 2019, Alibaba Cloud has been unique, with a market share of more than 70%, but by 2021, this number has reduced half of the number, and the subsequent Huawei Cloud sprints to the top three, and even the small share of Jinshan Cloud has grown up. space.

This means that the current cloud service manufacturers in China still have no overwhelming advantages, and all of them have begun to use their technical conditions to compete, showing the situation of multi -flowering flowers and flowers.

"What Kuaishou has to do is for the complete platform architecture for audio and video cloud services." Zhang Wei believes that many functions are unique to Kuaishou, and even several veteran cloud service providers have not provided them in this field. "This may be the advantage of fast -handed entering cloud service."

Industry insiders said that in the future, Kuaishou is likely to be a new way of bringing customers in the cloud live broadcast through the real -life drive mode and intelligent launch mode, as well as facial capture, action capture, voice recognition and other AI capabilities.

02 丨 Seek breakout at the B -end

In fact, the fast -moving cloud service is still a little anxious, which may be related to the pressure of the entire management team in the field of financial reports. Especially in the past two years, Kuaishou has been losing money and the growth rate of revenue has slowed down, which may eventually make Kuaishou decide to release part of the capacity from the C end to break through the B -end market. Judging from the first quarterly report released by Kuaishou, operating income was 21.1 billion yuan, a year -on -year increase of 23.8%. After adjustment, the net loss was 3.72 billion yuan, a decrease of 34.1%from the same period last year (5.65 billion yuan).

Although the loss was reduced, this result mainly comes from the reduction of costs. The loss of nearly 4 billion yuan in a quarter still shows that there is a big problem with the revenue of Kuaishou.

Moreover, since 2020, Kuaishou has increased its launch in marketing in order to compete with traditional e -commerce platforms such as Taobao Tmall Jingdong. According to the financial report data, from 2019 to 2021, the fast-hand market and sales costs were 9.8 billion yuan, 26.6 billion yuan, and 44.1 billion yuan, respectively, and the sales cost rates were 25.2%, 45.3%, and 54.5%, respectively.

This seems to be the main reason for the high loss of fast hands.

What makes Su Hua and other executives feel a headache that such a high proportion of marketing expenses will still not be able to reverse the decline in its revenue growth rate. According to the financial report data, from 2019 to 2021, the speed increase rate of fast-handed revenue was 92.70%, 50.26%, and 37.9%, respectively.

And if the high -speed growth of revenue cannot be guaranteed, the huge quarterly losses in it will become even more meaningless. In order to find a new blue ocean market, Suhua and other executives have to put their attention on the cake of cloud service.

But the difficulties from the industry still cannot be ignored.

03 丨 Difficulty in AI and Industry

The industry generally believes that cloud services that are truly suitable for enterprises will also be a comprehensive, integrated, and ecological enterprise service platform. Among them, the comprehensive type refers to the cloud platform not only provides a single field, industry, and form service, but a cloud service for multi -field, multi -industry, multi -service forms (platform service PaaS, application service SaaS, business service BAAS, data service DAAS, etc.).

Therefore, the cloud service platform of a single form and technology collection, how much living space is in the face of such overall demand, and also look forward to the certification of the follow -up market. The only thing that can be confirmed is the satisfaction of the customer's service needs, and generally hopes to solve on a cloud service platform, which is conducive to subsequent maintenance and technology realization.

This is a shadow of the video cloud service developed by Kuaishou as the cloud strategy of cutting into the port.

In the past six months, the volcanic engine has been very difficult to get into many large groups, especially the facts of the production supply chain enterprise. It also tells other similar platforms that simply take a single show rather than comprehensive development. It may be very twists and turns for platform development and roads.

After all, the major cloud platforms supported by the industrial Internet are now. Its real killer is a variety of tools based on the combination of AI and industrial needs, not the management capabilities of audio and video.

Because from the perspective of physical enterprises, the vast majority of audio and video capabilities are in the perspective of marketing, and these can actually rely on the tools of the platform itself to solve, such as opening a live broadcast room in fast hands or Douyin.

The biggest demand now is how to empower cloud service capabilities in front -line production, reduce the efficiency of waste products and improve labor productivity.

From this perspective, the business level of the Douyin volcano engine that does not enter the traditional manufacturing enterprise can be used as a reference for the future of the fast -moving cloud service.

However, Kuaishou is still at a very early stage of entering the cloud service. The strategy has not been settled, and the corresponding products are also actively constructing. This gives the outside world a huge imagination, and also gives the fast -hand management team a real opportunity period.

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