Tencent Cloud Dead Government Cloud?

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As a relatively stable source of payment, government -enterprise customers have become the unified pursuit of major cloud manufacturers.

On July 12, Tencent Cloud and the Smart Industry Business Group (CSIG) announced the establishment of a political enterprise line to focus on consolidating the TO B and TO G markets to accelerate the sinking of the regional market. It is not difficult to see that Tencent Cloud has clarified the formation in the government and enterprise market, and puts on the attitude of "fighting" with other cloud service providers.

Although the government -enterprise market has not been hot until now, in the past year, the cloud service giants have adjusted their focus and shifted from the Internet business to the field of government and enterprises. Industry departments and 16 regional theater, this year, through high -level personnel changes, focusing on the process of commercialization; Huawei Cloud STACK also vigorously accelerated to customers with innovation in business, technology, and models.

The major cloud manufacturers' frequent actions on government and enterprises, and it is true that the actual political and enterprise market will become an important variable of cloud warfare. At this time, even the low -key Tencent Cloud of the Buddha's department realized that it has now reached the critical moment of tightening the political corporate affairs line.

It is forced by the situation, and it is also the benefit

With the continuous deepening of the digital layout of various industries and the continuous outbreak of government -enterprise potential energy, the current seizing the political and enterprise market has become the foundation of cloud service giants. However, the vertical comparison of each development process, compared with the political corporate affairs line established by Alibaba Cloud and Huawei Cloud, the time of the establishment of a political and enterprise is slightly lagging.

Considering this market, there are three major operators and national team players in the camp, while taking into account the anxiety of Tencent's own operational fatigue. Judging from the current situation, in the government -enterprise market, Tencent Cloud can be late, but it must not be unacceptable.

First, Tencent Cloud's status as a cloud service "two -handed" has shaken violently.

According to the Canalys report, in the Chinese cloud infrastructure market pattern in 2021, Alibaba Cloud sat firmly with a proportion of 37%, Huawei Cloud accounted for 18%, and Tencent Cloud ranked third with 16%.

In recent years, Huawei Cloud, which has been extremely fierce, has achieved curve overtaking on Tencent Cloud, and has gradually widening the gap. The ranking between the three giants has become increasingly fierce. In addition, players such as byte clouds (volcanic engines) and Tianyi Cloud behind them are also chasing. Tencent Cloud's development space seems particularly nervous.

Second, the growth of Tencent's Internet business has slowed down, the overall income shrinks, and it is urgently needed to cultivate a steady growth line.

According to the financial report, throughout the year in 2021, Tencent achieved revenue of 560.18 billion yuan, an increase of 16%year -on -year. Compared with the growth rate of 28%in the same period last year, the net profit has fallen significantly. In addition It is the lowest level of the past growth. The specific reason is that in addition to increasing cost investment, the deeper influencing factors are due to the lower business lines of domestic games and online advertising.

It is more optimistic that during the three years of 2019 to 2021, the revenue contribution of fintech and corporate service sector has remained steady growth. Among them, the performance of the enterprise service business is good, which also means that the value of Tencent's digital economy is moving towards the explosion window. It is expected to flatter the B -end revenue with the C -end. At this time, focusing on the development of the enterprise service line is more conducive to the many uncertain risks brought by the top flow of C -end traffic.

Third, the gathering of government -enterprise big coffee customers is a rare "gold mine".

Compared with small and medium -sized enterprises with low unit price and low renewal rates, customers and large state -owned enterprises have stronger cloud needs. At the same time, they also have sufficient payment capacity and willingness to repurchase, and the number of groups is relatively stable. From this point of view, government -enterprise customers are completely "ideal" for cloud service manufacturers. The most important thing is that giants such as Alibaba Cloud and Huawei Cloud are currently developing such large B customers. It can guess that government -enterprise customers may become key factor affecting cloud computing suppliers in the future.

In the context of this internal and external difficulties, Tencent Cloud is bound to hold the banner of administrative and enterprises, to maximize the advantages of B -side services, revive the prestige in the field of cloud computing, and at the same time operate some operating risks of the C -end.

It's the wind, it's also a tiger mouth

Looking at the large integration of the political enterprise line, Tencent CSIG will deconstruct and reconstruct the original pan -Internet, education, government affairs, cultural tourism, manufacturing and terminals, real estate, finance, and energy. , Industry, energy, cultural tourism, sports, real estate, agriculture, and operators are the focus of development.

Judging from the newly added and reduced new changes above, it is clear that Tencent Cloud's adjustment of government and enterprises also smells the wind forward after perceiving some industries.

At the beginning, it received the early warning of the Internet industry to trigger the ceiling and actively "diluted" the pan -Internet business. In the past year, antitrust efforts have been increased and related to strict management policies have been introduced one after another. To a certain extent, the development space of the game, education and other industries has been limited. Tencent Cloud's pan -Internet business has been hit. The pan -Internet business was drawn out of the reasons for the focus of deep cultivation.

Secondly, the manufacturing and terminals are adjusted to the industrial field of the digital deep water area. As we all know, the implementation of the "dual carbon" policy has continuously urged the central enterprises and state -owned enterprises in the industrial field to accelerate digital transformation. At this time, it is a great opportunity to launch more industrial depth of cloud solutions. Essence

Third, new agriculture and operators are the main business points. First of all, rural revitalization has become the current trend. The business opportunities of the agricultural market are rising. Agricultural digitalization has become an incremental market for the Internet giant. Secondly, the cooperation between cloud service providers and operators has deepened, and the awareness of both parties to promote win -win is increasing. On the one hand, "clouds "Net integration" has become a common path for operators to develop cloud business. On the other hand, cloud service providers hope to expand their business scope through the operator's communication capabilities. From this point of view, after the integration of Tencent Cloud, the business has indeed covered many popular industries in recent years. It may usher in a lot of development opportunities, but it should be noted that at the same time that it is involved in these high heat areas, it also means that Tencent Cloud also means Tencent Cloud. The hinterland of "stabbing" players such as Alibaba Cloud and Huawei Cloud is about to go deep. It is not difficult to predict that there are still many tigers in the government and enterprise market.

Compare, fight ecology

Prior to this, Tencent Cloud needed to do my homework in advance, and clearly realized that the one -step step -by -step Alibaba Cloud, Huawei Cloud and other manufacturers were really proportional to the government -enterprise market and what to fight for the next competition. Catch up the footsteps of these pioneers in the government and enterprise market.

Looking at the layout of the front row players such as Alibaba Cloud and Huawei Cloud in recent years, it is not difficult to find that they are used in ecology and services.

On the one hand, all cloud service providers are emphasizing not integrating, and to vigorously cultivate ecology. For example, Huawei Cloud Stack ecological business focuses on 1 digital base+7 horizontal solutions+N industry scenarios; Alibaba Cloud has launched the Baicheng Plan to build a dense distribution network. Tencent Cloud is also no exception. It has also been jointly built through investment, technical cooperation and distribution cooperation to help small and medium -sized enterprises go to the cloud.

However, unlike the past, large government and enterprise customers are moving from the business to the deeper use of clouds, and its customized demand may be higher, which also means that the cost of customized products generated by cloud manufacturers will also rise. Such contradictions, Tencent Clouds need more partners and more open ecology.

On the other hand, in order to meet the customized market demand, the giants are attaching great importance to "service". Alibaba Cloud repeatedly repeatedly had to "do a good job", and Huawei Yun shouted the slogan of "everything is service". In this regard, although Tencent Cloud has not been promoted loudly, its service plan is still quietly and orderly.

Specifically, Tencent CSIG has set up first -line exclusive teams in subdivisions such as government, industry, energy, real estate, and cultural tourism to serve key customers in various industry tracks for a long time. In addition, as of now, Tencent Cloud has served the digital transformation of more than 30 ministries, more than 20 provinces, and more than 500 cities and counties.

In deeper, the government -enterprise market is a market that requires players to have greater differentiated markets, and services and ecology are the key elements of various cloud manufacturers to tear off homogeneous labels. Two fulfills of the distance. Nowadays, the contests of cloud computing manufacturers on services and ecology have already been placed on the surface, and the outside world is becoming more and more curious about the late people in the field of government and enterprises in Tencent Cloud. Alibaba Cloud and Huawei Cloud.

Hold three cards

In the field of government and enterprises, Alibaba Cloud has sufficient first -mover advantages. Huawei Cloud has sufficient government resources advantages ... Each large manufacturer has its own unique conditions, and Tencent Cloud also won the voucher.

First, Tencent Cloud has a significant advantage in the field of SaaS and PaaS. On the PaaS layer, Tencent Cloud can rely on the layout of instant communication and video and video to strengthen the access ability of government -enterprise customers in terms of communication, video, live broadcast and other aspects; in the SaaS layer, it has fully opened up the three major three major companies of corporate WeChat, Tencent Conference, and Tencent documentation documents. Products meet the collaborative needs of the interconnection of government -enterprise customers. More importantly, the weight of these three major products in the domestic market is also relatively heavy, and it can act as a sharp blade to occupy the government and enterprise market.

Second, there is a proud underlying computing power. Tencent Cloud is already a more prominent cloud manufacturer in China. In terms of infrastructure, Tencent Cloud operates more than 1 million servers worldwide, the data storage scale exceeds 10EB, and more than 1.8 million customers serve.

With the deepening of the digital transformation of enterprises, government and enterprises, computing power has become more and more core kinetic energy for B or G. In the 2021 financial report, Tencent Cloud continued to promote the construction of "digital infrastructure" by increasing R & D investment, which also means that Tencent's cloud algament power will enter a new height, and services to government -enterprise side will be improved accordingly.

Third, a unique C2B strategy. The so -called C2B, that is, the combination of users, data and cloud computing on platforms such as WeChat and applets to create digital products and services that help enterprises to obtain users and help the government to serve the citizens. As we all know, Tencent is in the king's position in terms of social networking. It is not too difficult to use service C -side users to help B -end or G end value chains.

Although it is undeniable, in the four BATH family, the development status of Tencent Cloud is indeed relatively low -key and slow, but now the cloud market has not yet reached the end of the situation, and each family has absolute strength in the field of government and enterprises. There may be possibilities in the first place, and the current competition situation is not unable to rewrite.

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