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@Eric有话说：全球云计算巨头Q2：行业复苏曙光乍现

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<p><span>随着阿里财报的姗姗来迟，全球五大云计算巨头Q2成绩单已揭晓。</span></p>\n <p><img src=\"https://static.tigerbbs.com/48e1b841aec34c8ca70c8f63d01877ee\"></p>\n <p><strong>1</strong></p>\n <p><strong>亚马逊AWS</strong></p>\n <p>全球云计算一哥</p>\n <p><span>Q2营收221.4亿美元，同比增长<strong>12%</strong>，<strong>增速继续下探</strong>，环比增长4%；经营利润53.65亿美元，同比下滑6%；经营利润率24%，同比下滑5个百分点。</span></p>\n <p><span>AWS Q2营收占亚马逊总营收<strong>16%</strong>，贡献了亚马逊<strong>70%</strong>的经营利润。</span></p>\n <p><span>从去年Q3开始所有规模企业都开始优化云计算开支导致增速放缓，这一趋势仍将持续，<strong>但有所放缓</strong><strong>；</strong><strong>7</strong><strong>月AWS同比增速较Q2一致，这一指引让大家看到了复苏曙光。</strong></span></p>\n <p><img src=\"https://static.tigerbbs.com/8664e09d5a21485680f2d12c48d3fb47\"></p>\n <p><strong>2</strong></p>\n <p><strong>微软Azure</strong></p>\n <p>全球云计算老二</p>\n <p><span>Q2营收148.41亿美元，同比增长<strong>26%</strong>，环比增长2%<strong>；</strong></span></p>\n <p><span>Azure所属智慧云业务（Server+Azure+Enterprise Services）经营总利润105.26亿美元，同比增长20%，<strong>再</strong><strong>创历史新高</strong>；经营利润率44%；</span></p>\n <p><span>智慧云业务Q2营收占微软总营收<strong>43%</strong>，贡献了微软<strong>43%</strong>的经营利润；</span></p>\n <p><strong><span>Azure市场份额继续提升；</span></strong><span>目前Azure OpenAI Service客户超过11000个，本季度每日新增近100个新客户；AI贡献Azure增长1%；目前Azure Arc有18000多个客户，同比增长150%；<strong>本季度Azure千万美元大单数量创新高，Azure订单平均年化价值创历史新高；</strong><strong>Azure AI业绩将主要体现在FY24H2。</strong><strong></strong></span></p>\n <p><img src=\"https://static.tigerbbs.com/c08af40079194e75999e90f25d661c75\"></p>\n <p><strong>3</strong></p>\n <p><strong>谷歌云</strong></p>\n <p>全球云计算老三</p>\n <p><span>Q2营收80.31亿美元，同比增长28%，<strong>增速仍高于微软、亚马逊。</strong>经营利润3.95亿美元，经营利润率5%，<strong>连续2个季度<strong>盈利</strong></strong><strong>，</strong>主要得益于经营利润调整，<strong>将DeepMind等AI投入剥离出来</strong>。<strong></strong></span></p>\n <p><span>目前超过70%AI独角兽是Google Cloud客户；Workspace 75万users使用了AI功能。<strong>今年谷歌业绩的一大看点就是谷歌云的利润释放</strong>，年底OPM突破10%应该问题不大，未来也会慢慢逼近AWS的20%左右的水平。</span></p>\n <p><img src=\"https://static.tigerbbs.com/faf205d8ecd14dfba2d5f6462de766cd\"></p>\n <p><strong>4</strong></p>\n <p><strong>阿里云</strong></p>\n <p>国内云计算老大</p>\n <p><span>Q2营收251亿人民币(34.65亿美元)，<strong>同比增长4%，这次改了营收口径（Cloud Intelligence Group=阿里云+钉钉+其他），可能是为了后续分拆上市业绩好看些。</strong>本季度主要因阿里系业务、金融、</span><span>教育、电力、汽车行业需求旺盛，project-based云业务比较疲软。</span></p>\n <p><span>Q2&nbsp;EBITA盈利3.89亿人民币，EBITA Margin 1.5%，<strong>连续10个季度盈利</strong>，钉钉带宽等成本下降。</span></p>\n <p><img src=\"https://static.tigerbbs.com/5d3e2f2f9b9c4d1b9e5efdd5b50a1c0e\"></p>\n <p><strong>5</strong></p>\n <p><strong>甲骨文云</strong></p>\n <p>全球云计算老四</p>\n <p><span>Q2营收44.37亿美元，同比增长54%；<strong>按规模来讲应该是全球第四大云了，其口径是14亿美元的IaaS（YoY+76%）+30亿美元的SaaS（YoY+45%）</strong></span></p>\n <p><span>甲骨文关于云这块业绩披露信息比较乱，构成比较复杂，也没有直接披露利润情况，得益于AI的发展，甲骨文增速倒确实是最快的。</span></p>\n <p><img src=\"https://static.tigerbbs.com/07d42d5d87454f9e96d387db54c2716b\"></p>\n <p><strong>6</strong></p>\n <p><strong>DigitalOcean</strong></p>\n <p>“平民版AWS”</p>\n <p><span>Q2营收1.7亿美元，同比增长27%；ARR 6.82亿美元，同比增长25%；毛利率60%，同比下滑5个百分点；<strong>经营亏损大幅收窄</strong>，经营利润率-1%；Monthly ARPU 90.84美元，同比增长14%；</span></p>\n <p><span>Q2 EBITDA盈利7220万美元，同比增长57%；EBITDA Margin 43%，环比提升9个百分点；比较惨的是</span><strong><span>本季度</span><span>Net Dollar Retention Rate继续下滑至104%</span></strong><strong><span>，</span></strong><span><strong>创20Q3以来新低。</strong></span></p>\n <p><span>DigitalOcean最大的特点是销售费用率低，本季度仅9.5%；长期低于研发费用率和管理费用率</span><strong><span>。</span></strong><span><span><span><span>N</span><span>et Dollar Retention Rate</span>持续下滑是个问题。</span></span></span><span><strong><span><span></span></span></strong></span></p>\n <p><span>DigitalOcean明显的特点是客户主要是中小企业，对宏观经济周期非常敏感，虽然APRU仍在提升，<strong>但客户数已经有下降的迹象了</strong>，财报后股价也是暴跌。</span></p>\n <p><img src=\"https://static.tigerbbs.com/2c78b4780c8045fbaa44b8cc3c029fcc\"></p>\n <p><img src=\"https://static.tigerbbs.com/fa1589ffea36494aa436a2e54ac3953a\"></p>\n <p><strong>小结</strong></p>\n <p><span><strong>宏观经济持续承压</strong><span>，</span>整体全球云计算公司Big 3增速继续往下走，<strong>云计算巨头仍在帮助客户降本，整个SaaS行业业绩仍在低谷。</strong>最近不乏FTNT、DDOG等明星SaaS公司业绩暴雷，当然也有NET这种“逆行”企业。<strong>相信得益于AI发展，云计算/SaaS回暖的曙光可能就在眼前</strong>。</span></p>\n <p><img src=\"https://static.tigerbbs.com/a5212b0c60b74a8dace6040ed0dd03ee\"></p>\n <p><img src=\"https://static.tigerbbs.com/95718ce2c13c47afa10f85f0cb92758d\"></p>\n <p><span>宏观经济下行，云计算公司继续收紧Capex，<strong>FAMG Q2 Capex总额同比下滑9.4%，连续2个季度下滑。</strong>不过随着AI/ML再次火爆，2023年云计算公司Capex在GPU servers上的集中度将大幅提升。<strong></strong></span></p>\n <p><img src=\"https://static.tigerbbs.com/285e0cc5cf7a43d3840caf8c53c490ea\"></p>\n</div></body></html>","htmlText":"<html><head></head><body><div>\n <p><span>随着阿里财报的姗姗来迟，全球五大云计算巨头Q2成绩单已揭晓。</span></p>\n <p><img src=\"https://static.tigerbbs.com/48e1b841aec34c8ca70c8f63d01877ee\"></p>\n <p><strong>1</strong></p>\n <p><strong>亚马逊AWS</strong></p>\n <p>全球云计算一哥</p>\n <p><span>Q2营收221.4亿美元，同比增长<strong>12%</strong>，<strong>增速继续下探</strong>，环比增长4%；经营利润53.65亿美元，同比下滑6%；经营利润率24%，同比下滑5个百分点。</span></p>\n <p><span>AWS Q2营收占亚马逊总营收<strong>16%</strong>，贡献了亚马逊<strong>70%</strong>的经营利润。</span></p>\n <p><span>从去年Q3开始所有规模企业都开始优化云计算开支导致增速放缓，这一趋势仍将持续，<strong>但有所放缓</strong><strong>；</strong><strong>7</strong><strong>月AWS同比增速较Q2一致，这一指引让大家看到了复苏曙光。</strong></span></p>\n <p><img src=\"https://static.tigerbbs.com/8664e09d5a21485680f2d12c48d3fb47\"></p>\n <p><strong>2</strong></p>\n <p><strong>微软Azure</strong></p>\n <p>全球云计算老二</p>\n <p><span>Q2营收148.41亿美元，同比增长<strong>26%</strong>，环比增长2%<strong>；</strong></span></p>\n <p><span>Azure所属智慧云业务（Server+Azure+Enterprise Services）经营总利润105.26亿美元，同比增长20%，<strong>再</strong><strong>创历史新高</strong>；经营利润率44%；</span></p>\n <p><span>智慧云业务Q2营收占微软总营收<strong>43%</strong>，贡献了微软<strong>43%</strong>的经营利润；</span></p>\n <p><strong><span>Azure市场份额继续提升；</span></strong><span>目前Azure OpenAI Service客户超过11000个，本季度每日新增近100个新客户；AI贡献Azure增长1%；目前Azure Arc有18000多个客户，同比增长150%；<strong>本季度Azure千万美元大单数量创新高，Azure订单平均年化价值创历史新高；</strong><strong>Azure AI业绩将主要体现在FY24H2。</strong><strong></strong></span></p>\n <p><img src=\"https://static.tigerbbs.com/c08af40079194e75999e90f25d661c75\"></p>\n <p><strong>3</strong></p>\n <p><strong>谷歌云</strong></p>\n <p>全球云计算老三</p>\n <p><span>Q2营收80.31亿美元，同比增长28%，<strong>增速仍高于微软、亚马逊。</strong>经营利润3.95亿美元，经营利润率5%，<strong>连续2个季度<strong>盈利</strong></strong><strong>，</strong>主要得益于经营利润调整，<strong>将DeepMind等AI投入剥离出来</strong>。<strong></strong></span></p>\n <p><span>目前超过70%AI独角兽是Google Cloud客户；Workspace 75万users使用了AI功能。<strong>今年谷歌业绩的一大看点就是谷歌云的利润释放</strong>，年底OPM突破10%应该问题不大，未来也会慢慢逼近AWS的20%左右的水平。</span></p>\n <p><img src=\"https://static.tigerbbs.com/faf205d8ecd14dfba2d5f6462de766cd\"></p>\n <p><strong>4</strong></p>\n <p><strong>阿里云</strong></p>\n <p>国内云计算老大</p>\n <p><span>Q2营收251亿人民币(34.65亿美元)，<strong>同比增长4%，这次改了营收口径（Cloud Intelligence Group=阿里云+钉钉+其他），可能是为了后续分拆上市业绩好看些。</strong>本季度主要因阿里系业务、金融、</span><span>教育、电力、汽车行业需求旺盛，project-based云业务比较疲软。</span></p>\n <p><span>Q2&nbsp;EBITA盈利3.89亿人民币，EBITA Margin 1.5%，<strong>连续10个季度盈利</strong>，钉钉带宽等成本下降。</span></p>\n <p><img src=\"https://static.tigerbbs.com/5d3e2f2f9b9c4d1b9e5efdd5b50a1c0e\"></p>\n <p><strong>5</strong></p>\n <p><strong>甲骨文云</strong></p>\n <p>全球云计算老四</p>\n <p><span>Q2营收44.37亿美元，同比增长54%；<strong>按规模来讲应该是全球第四大云了，其口径是14亿美元的IaaS（YoY+76%）+30亿美元的SaaS（YoY+45%）</strong></span></p>\n <p><span>甲骨文关于云这块业绩披露信息比较乱，构成比较复杂，也没有直接披露利润情况，得益于AI的发展，甲骨文增速倒确实是最快的。</span></p>\n <p><img src=\"https://static.tigerbbs.com/07d42d5d87454f9e96d387db54c2716b\"></p>\n <p><strong>6</strong></p>\n <p><strong>DigitalOcean</strong></p>\n <p>“平民版AWS”</p>\n <p><span>Q2营收1.7亿美元，同比增长27%；ARR 6.82亿美元，同比增长25%；毛利率60%，同比下滑5个百分点；<strong>经营亏损大幅收窄</strong>，经营利润率-1%；Monthly ARPU 90.84美元，同比增长14%；</span></p>\n <p><span>Q2 EBITDA盈利7220万美元，同比增长57%；EBITDA Margin 43%，环比提升9个百分点；比较惨的是</span><strong><span>本季度</span><span>Net Dollar Retention Rate继续下滑至104%</span></strong><strong><span>，</span></strong><span><strong>创20Q3以来新低。</strong></span></p>\n <p><span>DigitalOcean最大的特点是销售费用率低，本季度仅9.5%；长期低于研发费用率和管理费用率</span><strong><span>。</span></strong><span><span><span><span>N</span><span>et Dollar Retention Rate</span>持续下滑是个问题。</span></span></span><span><strong><span><span></span></span></strong></span></p>\n <p><span>DigitalOcean明显的特点是客户主要是中小企业，对宏观经济周期非常敏感，虽然APRU仍在提升，<strong>但客户数已经有下降的迹象了</strong>，财报后股价也是暴跌。</span></p>\n <p><img src=\"https://static.tigerbbs.com/2c78b4780c8045fbaa44b8cc3c029fcc\"></p>\n <p><img src=\"https://static.tigerbbs.com/fa1589ffea36494aa436a2e54ac3953a\"></p>\n <p><strong>小结</strong></p>\n <p><span><strong>宏观经济持续承压</strong><span>，</span>整体全球云计算公司Big 3增速继续往下走，<strong>云计算巨头仍在帮助客户降本，整个SaaS行业业绩仍在低谷。</strong>最近不乏FTNT、DDOG等明星SaaS公司业绩暴雷，当然也有NET这种“逆行”企业。<strong>相信得益于AI发展，云计算/SaaS回暖的曙光可能就在眼前</strong>。</span></p>\n <p><img src=\"https://static.tigerbbs.com/a5212b0c60b74a8dace6040ed0dd03ee\"></p>\n <p><img src=\"https://static.tigerbbs.com/95718ce2c13c47afa10f85f0cb92758d\"></p>\n <p><span>宏观经济下行，云计算公司继续收紧Capex，<strong>FAMG Q2 Capex总额同比下滑9.4%，连续2个季度下滑。</strong>不过随着AI/ML再次火爆，2023年云计算公司Capex在GPU servers上的集中度将大幅提升。<strong></strong></span></p>\n <p><img src=\"https://static.tigerbbs.com/285e0cc5cf7a43d3840caf8c53c490ea\"></p>\n</div></body></html>","text":"随着阿里财报的姗姗来迟，全球五大云计算巨头Q2成绩单已揭晓。 1 亚马逊AWS 全球云计算一哥 Q2营收221.4亿美元，同比增长12%，增速继续下探，环比增长4%；经营利润53.65亿美元，同比下滑6%；经营利润率24%，同比下滑5个百分点。 AWS Q2营收占亚马逊总营收16%，贡献了亚马逊70%的经营利润。 从去年Q3开始所有规模企业都开始优化云计算开支导致增速放缓，这一趋势仍将持续，但有所放缓；7月AWS同比增速较Q2一致，这一指引让大家看到了复苏曙光。 2 微软Azure 全球云计算老二 Q2营收148.41亿美元，同比增长26%，环比增长2%； Azure所属智慧云业务（Server+Azure+Enterprise Services）经营总利润105.26亿美元，同比增长20%，再创历史新高；经营利润率44%； 智慧云业务Q2营收占微软总营收43%，贡献了微软43%的经营利润； Azure市场份额继续提升；目前Azure OpenAI Service客户超过11000个，本季度每日新增近100个新客户；AI贡献Azure增长1%；目前Azure Arc有18000多个客户，同比增长150%；本季度Azure千万美元大单数量创新高，Azure订单平均年化价值创历史新高；Azure AI业绩将主要体现在FY24H2。 3 谷歌云 全球云计算老三 Q2营收80.31亿美元，同比增长28%，增速仍高于微软、亚马逊。经营利润3.95亿美元，经营利润率5%，连续2个季度盈利，主要得益于经营利润调整，将DeepMind等AI投入剥离出来。 目前超过70%AI独角兽是Google Cloud客户；Workspace 75万users使用了AI功能。今年谷歌业绩的一大看点就是谷歌云的利润释放，年底OPM突破10%应该问题不大，未来也会慢慢逼近AWS的20%左右的水平。 4 阿里云 国内云计算老大 Q2营收251亿人民币(34.65亿美元)，同比增长4%，这次改了营收口径（Cloud Intelligence Group=阿里云+钉钉+其他），可能是为了后续分拆上市业绩好看些。本季度主要因阿里系业务、金融、教育、电力、汽车行业需求旺盛，project-based云业务比较疲软。 Q2 EBITA盈利3.89亿人民币，EBITA Margin 1.5%，连续10个季度盈利，钉钉带宽等成本下降。 5 甲骨文云 全球云计算老四 Q2营收44.37亿美元，同比增长54%；按规模来讲应该是全球第四大云了，其口径是14亿美元的IaaS（YoY+76%）+30亿美元的SaaS（YoY+45%） 甲骨文关于云这块业绩披露信息比较乱，构成比较复杂，也没有直接披露利润情况，得益于AI的发展，甲骨文增速倒确实是最快的。 6 DigitalOcean “平民版AWS” Q2营收1.7亿美元，同比增长27%；ARR 6.82亿美元，同比增长25%；毛利率60%，同比下滑5个百分点；经营亏损大幅收窄，经营利润率-1%；Monthly ARPU 90.84美元，同比增长14%； Q2 EBITDA盈利7220万美元，同比增长57%；EBITDA Margin 43%，环比提升9个百分点；比较惨的是本季度Net Dollar Retention Rate继续下滑至104%，创20Q3以来新低。 DigitalOcean最大的特点是销售费用率低，本季度仅9.5%；长期低于研发费用率和管理费用率。Net Dollar Retention Rate持续下滑是个问题。 DigitalOcean明显的特点是客户主要是中小企业，对宏观经济周期非常敏感，虽然APRU仍在提升，但客户数已经有下降的迹象了，财报后股价也是暴跌。 小结 宏观经济持续承压，整体全球云计算公司Big 3增速继续往下走，云计算巨头仍在帮助客户降本，整个SaaS行业业绩仍在低谷。最近不乏FTNT、DDOG等明星SaaS公司业绩暴雷，当然也有NET这种“逆行”企业。相信得益于AI发展，云计算/SaaS回暖的曙光可能就在眼前。 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servers上的集中度将大幅提升。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/208109101490200","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["LU0312595415.SGD","IE00BLSP4239.USD","LU0316494557.USD","IE00BJTD4N35.SGD","LU0276348264.USD","IE00B19Z9505.USD","LU1914381329.SGD","LU2361045086.USD","IE00BWXC8680.SGD","LU2552382058.USD","LU0348723411.USD","GOOGL","LU0175139822.USD","LU0211327993.USD","LU0965509283.SGD","MSFT","LU0158827948.USD","IE00B7KXQ091.USD","LU0238689110.USD","LU0130102774.USD","LU0061475181.USD","LU0171293334.USD","LU0061474960.USD","LU2361044865.SGD","LU2237443382.USD","LU2237443978.SGD","LU2265009873.SGD","LU0353189763.USD","LU0289941410.SGD","LU0289960550.SGD","IE00B1XK9C88.USD","LU0109392836.USD","AMZN","LU0719512351.SGD","LU1316542783.SGD","LU0557290698.USD","LU2461242641.AUD","LU0444971666.USD","GOOG","LU0256863811.USD","LU0011850046.USD","LU0786609619.USD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2713,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":3181,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/208304484856080"}