Loss of 1 billion into the hard threshold, 2018 cloud market could not part
Cloud market in 2017, is a mad dash for one year, and trample ray blasting of a year. In order to get a life-saving money, cloud vendors want to go to do everything to burn money revenue, CDN for its income are more likely to do each peg to cloud the manufacturer. However, the cost of CDN high rigidity, and more and more fierce price war, be crushed cloud vendor last straw. The industry more and more like a hidden fierce machine's siege, outside the city who also want to come in, heart waiting in the city are in trying to escape.
Not, at the very beginning of a New Year, once something unfathomable wanda cloud is in deep job cuts, even more than two years of the newly established CDN startup baishan changing cloud also flag tune, announced with the market, the clouds around the CDN business is the red sea market. Standing on the starting line in 2018, cloud services market will left, and right, wanda the collapse of the cloud, just an exception?
1 billion revenue will lose 600 million, cloud market losses in 1 billion into a hard threshold?
Today, a lot of people line up into the clouds in the first half of 2017 capital market's spectacular scene still fresh. Data shows that this area is at least 11 significant investment incidents happened in a row, accumulative total more than 5 billion yuan worth of financing, such as complete D round 1.08 billion financing, qingyun UCloud got $960 million D wheel, vauen D/D + wheel with a total of 1.5 billion yuan, EasyStack completed a $50 million C round of financing, in cloud technology, SpeedyCloud schindler cloud, BoCloud Po number cloud, cloud, the Hyper, dreamworks SKG, north, cloud, etc are all more or less capital "blood".
Changes have emerged, however, in addition to the kingsoft cloud group announced a high-profile get D round, the second half of 2017, few public cloud vendors to obtain financing, public cloud doomed in this area is a giant of the world.
We see that in 2017, the price war become the biggest cloud market keywords, especially in the second half, ali cloud round round of price war play more fierce, almost every cloud conference is ali cloud on special conference. In order to seize market share, tencent cloud giants have to follow up, such as kingsoft cloud group, Ucloud, wan cloud vendors had to crustily skin of head to follow up the price.
If it is based on technical progress to bring costs down, the price on the market must be good, but the truth in the eyes. In 2017, all public cloud vendors losses in the further. Alibaba in years ago announced second quarter 2018, according to ali cloud this fiscal revenue is 2.975 billion yuan, the quarter operating loss of 697 million yuan, compared to the same period last year, 398 million yuan, is greater than the margin of losses in the last quarter of 532 million yuan. Conservative, ali cloud loss throughout the year will be more than $2 billion. That is to say, under the vicious competition in the market, ali cloud had abandoned previously claimed 2017 profit planning.
Kingsoft cloud group revenue risk seemed to burn do more. Despite high-profile start the kingsoft cloud group D round of funding, but from this round of funding from September 17 years seem to have started, it was not until January foreign official finish this round of financing, lasted more than four months, more or less also shows that the capital financing of public cloud enthusiasm cooling. While the kingsoft cloud group D round total to $520 million, but according to kingsoft results show that, in 2015, 2016, kingsoft cloud group loss of 238 million yuan and 238 million yuan respectively, 2017 years ago in the third quarter loss has reached 605 million yuan, with kingsoft cloud group big price war, the losses will also increase in 2018.
Ali cloud 10 billion revenue losses in 2 billion, kingsoft cloud group only less than 1 billion revenue in the first three quarters, but losses of up to 600 million, so its burning money market did rob red eye. Public cloud vendors such as Ucloud, qingyun round took only a few hundred million of financing, perhaps can hold at most a year or so. And the cloud vendors in these get another round of financing by strengthen the price war, these entrepreneurial cloud vendors do not have to face not follow reduced revenue up to reach the next round of financing, and follow the drop, will expand, capital does not necessarily want to throw money woes.
According to the previous rule, 3-6 months is a cycle, and cloud services market fierce price war to the rapid use of funds, to invest a lot in the first half of last year, xiao yun, account don't have a lot of money should have surplus grain. At present, in addition to the kingsoft cloud and white cloud got the financing, the rest of the vendor financing had been silent. This means that the capital after see competition trend, has begun to hold the purse strings. The taxi software, Shared cycling closures last year, all of this suggests that: capital can create stories and bubble, but also a bit not ruthless to cold.
Bold prediction to the author, a lot of cloud vendors will change the flag authorities, create new concept to financing, by public clouds to financing, probably won't work.
Thunder players cloud almost screw up, wanda cloud layoffs, cloud market will begin cleaning
In recent two years, although the cloud market competition is more and more fierce, but continuous pouring in giant. In addition to the wanda cloud, huawei cloud also established a dedicated group of cloud, vowing to gain a foothold in the cloud market.
However, it was at the beginning of 2018, wanda cloud big layoffs news refresh. A competition market have been joke, public cloud is andie's purse. However, even with the richest andie wanda cloud, also do not bottom go to. Think of March 2017, wanda with IBM in Beijing signed a strategic cooperation agreement, wanda group chairman wang jianlin, chairman of IBM global striking stand together, is how scenery and heroism, but less than a year, wanda cloud shall not be mass layoffs. Although surface gives is the cause of the cooperation with IBM negotiations is not smooth, but the real reason I'm afraid or cloud market has reached a reshuffle, even bosses, also depends on the strength to speak.
Wanda cloud before playing nearly hit and a cloud service provider thunderbolt. In the past the end of 2017, thunderbolt is Mired in the media rumors group of illegal pyramid schemes and fall into the trap of raising funds illegally, and this was a huge scandal in the company's infighting exposure. With escalating infighting, thunderbolt as Shared CDN was eight times by the media, then the truth also surfaced.
Thunder according to the results, since 2017, its every quarter of the bandwidth costs between $1700 and $18.8 million, almost every quarter must spend more than 1 RMB purchasing bandwidth, bandwidth costs around $5, almost throughout the year accounted for the proportion of its total revenue cost remain at around 60%. If you really like a thunderbolt claims, P2P sharing user idle bandwidth, can achieve unlimited resources, bandwidth costs $5, that year how could not save?
Most likely, thunderbolt to make revenue to rob customers, crustily skin of head must be purchased from operators that bandwidth resources, build a stable distribution network, low price to get the big customer.
This judgment can also be got from the mouth of the thunderbolt CEO Chen lei speculation. Chen lei, in an interview with Bianews representative, repudiated the thunder will use PC client ACTS as a CDN node. In addition to the rights and interests of users, thunderbolt thought high electricity cost and client PC unstable online time is not suitable for use as CDN node.
To tell the truth, the CDN this rigid cost is extremely high, does not exist the so-called cost pattern innovation, P2P technique has been employed in the field of CDN earlier, is not a new concept, the so-called Shared CDN, just a fool don't understand the industry investors.
In contrast, white cloud becomes more clever. In realising the financing winter has come, founded in 2015, the CDN service provider white clouds in the second half of 2017 has already begun to promote the adjustment of strategic positioning, announced to the market the clouds. Not, at the very beginning of a New Year, the white cloud cloud in transition after the market to get the $300 million pre-ipo financing.
So-called small ship well run, however, the white cloud because dimension scale is not big, can also be reset never. But a lot of public cloud vendors, is not said is transformation, especially in the field of public clouds.
Under the background of price war to have crazy, cloud market round of large-scale cleaning action being carried out, the price war in the short term has no signs of termination, even the public cloud top five kingsoft cloud group of cycle of round of financing will be more than 4 months in place, other cloud vendors to short-term financing is almost even harder. In 2018, the cloud market may appear a series of deaths.
CDN after the great leap forward a feather, or three pillar in 2018
As the cloud market increasingly fierce competition, the war in 2017, spread to the CDN areas in an all-round way. Cloud vendors in cognitive CDN is easier to do after sales, increased the money to buy more brazenly CDN revenue, this also directly impact the domestic professional CDN network host technology leading manufacturers, has its share price collapse, until recently A little picks up, make A lot of fantasy, the dark horse's diehard has once again become A shares, torn.
According to the ministry's website, so far, get the CDN service provider of CDN licence has about 70. A service is less than 10 markets, a sudden increased to 70, the great leap forward of the CDN market, a little too much.
However, running behind the jump, leaving a feather. Since the second half of 2017, a growing number of cloud bosses were publicly, said the CDN industry competition, has been very deformity, completely can't play, battered by again big, small producers of living space will only become more and more small.
Once all the rage the Letv cloud in sale. In August, Yuan Bin Letv cloud computing co., LTD., chairman of the board of directors; In November, witness Letv cloud Wu Yazhou away from scratch. According to relevant personage, Letv cloud is no longer foreign commercial business, the original belongs to the commercial sector staff have quit. Depending on the cloud as the starting point is going, internal support department to return le networks.
From the private to the commercial, return again for private use, this might give the CDN industry moving self-built merchant released a signal.
In hundreds of millions of r&d spending, regardless of the cost price, and fuelled by giant CDN industry is rapidly clearing, a new pattern of the market have to restore.
According to IDC consulting report the latest statistics show that net lodge technology 2016 CDN market share of 43.5%, compared with almost 3% in 2015, the market share of 11.2% of blue the same sin, ali and tencent cloud market share of only 8.7%, 8.7% respectively. And the related data in 2017, according to blue position had replaced ali cloud of sin. Ranking technology into the net; ali cloud, tencent cloud.
Perhaps, later this year, you can see the CDN domain may only have to three or four home mainstream providers, tencent net lodge ali pattern of the three pillars of seem to have incipient contour.