Goldman Sachs: Amazon-aliyun aliyun will dominate the future of cloud computing and AWS markets, Amazon-IT information
The night of August 24 news, Goldman Sachs research report released on Tuesday pointed out that AWS real competition is not the United States but from China's Alibaba.
Goldman pointed out that Alibaba cloud computing services, namely aliyun by 2019 revenues will reach $ 5 billion, then valuations will reach $ 42 billion, and AWS then valuations will be 178 billion dollars.
By contrast, aliyun remains small. However, it has been enough to aliyun in cloud computing infrastructure (IaaS market) become the second company. Research report: "in such terms, AWS and aliyun will become the world's top two infrastructure technology company. ”
Goldman Sachs estimates that the past 12 months, aliyun IaaS and PaaS have taken in about $ 600 million, comparable with that in Google's cloud computing business performance estimates for the same period.
But it is daunting aliyun growth, Goldman's estimate, to 2016 IaaS and PaaS revenue estimates, revenue growth is fastest aliyun. Aliyun with approximately 140% of growth beyond the Amazon AWS cloud, Microsoft Azure, Google and so on.
Goldman was not the only noted aliyun potential Wall Street investment banks. Baird Equity Research pointed out in a recent research report, aliyun is many investors still "undervalued", "benefits from the regional market's deep experience in core marketing platform, operation Ali Baba, as well as Taobao and cat in the SME market advantage, the company is the leader in cloud computing market in China. ”
Earnings in the previous quarter, aliyun remain strong, revenues reached 1.243 billion yuan, an increase of 156%, once again become a growth in global cloud computing benchmark. Aliyun leading the global cloud computing slowed the fifth quarter, highlighted the strong vitality of after the outbreak cycle.
Beginning in the second quarter of last year, aliyun has maintained three-digit growth the 2016 fiscal year annual growth of more than 138%, pick up as the new growth. The quarterly results also revealed that aliyun cloud computing number of paying users increased significantly last year, up from 577,000.
Morgan Stanley research report said Alibaba cloud computing business aliyun is rapidly rising, the separate valuations are as high as $ 39 billion.
The Bank's forecasts, aliyun revenues within the next 5 years will exceed US $ 18.5 billion in fiscal year 2020, aliyun will become the Alibaba group, one of the most important pillars of revenue, become the electric business, payment after the third pole.
高盛：亚马逊AWS和阿里云将主宰云计算未来市场 - 阿里云,亚马逊 - IT资讯
8月24日晚间消息，高盛周二发布的研报指出，AWS真正的竞争对手并不在美国，而是来自中国的阿里巴巴。
高盛指出，阿里巴巴的云计算服务，即阿里云，到2019年营收将达到50亿美元，届时估值将达到420亿美元，而AWS届时的估值将为1780亿美元。
相比之下，阿里云的规模依然很小。不过，这已经足以让阿里云在云计算基础设施领域（IaaS市场）成为排名第二的公司。研报表示：“以这样的价值来看，AWS和阿里云将成为全球最大的两家基础设施技术公司。”
高盛估算，过去12个月，阿里云的IaaS和PaaS收入约6亿美元，与谷歌云计算业务同期的业绩估计相仿。
但令人生畏的是阿里云的增速，高盛给出的估算中，以2016年IaaS和PaaS收入估算，收入增速最快的是阿里云。阿里云以大约140%的增速，超越亚马逊AWS、微软Azure、Google云等。
高盛并非唯一注意到阿里云巨大潜力的华尔街投行。Baird Equity Research在近期的研报中指出，阿里云仍然被许多投资者“低估”，“受益于区域市场的深耕、运营阿里巴巴核心市场平台的经验，以及淘宝和天猫带来的在中小企业市场的优势，阿里巴巴是中国云计算市场的领导者。”
在上一季度的财报中，阿里云保持强劲势头，营收达12.43亿元，同比增长156%，再次成为全球云计算增长标杆。这也是阿里云领跑全球云计算增速的第五个季度，凸显进入爆发周期后的强劲活力。
去年第二季度开始，阿里云一直保持三位数增长，2016财年年度增幅更是达到138%，接棒成为阿里巴巴的新增长极。本季度财报也披露，阿里云的云计算付费用户数量同比去年大幅提升，增长至57.7万。
摩根士丹利此前的研报认为，阿里巴巴的云计算业务阿里云正在迅速崛起，其单独估值已经高达390亿美元。
该行预估，阿里云未来5年内营收将突破185亿美元，到2020财年，阿里云将成为阿里巴巴集团的最重要的营收支柱之一，成为继电商、支付之后的第三个增长极。