2019年腾讯云营收超170亿元，增速近90%

3月18日，互联网巨头腾讯发布2019年Q4及全年财报，自腾讯提出产业互联网概念以来，云计算业务成为腾讯增长最快的业务板块。2019年腾讯云全年营收超170亿元，增速持续高于市场，付费客户数突破100万。随着腾讯云优化供应链及扩大业务规模，毛利率有所改善。

自2018年9月30日腾讯进行组织架构升级以来，云计算业务实现快速增长。腾讯财报显示，2018年91亿元到2019年超170亿元，收入增长超过86.8%。

腾讯云之所以能快速增长，离不开在政务云和金融项目两大领域的发力。

在政务领域，腾讯政务云覆盖警务云、政务云、工业云、税收云、气象云等不同类型细分服务。2019年，腾讯政务云覆盖省份28个，海外1个，项目数量151个。其中，2019年6月中标广东省省级政务信息化服务资格项目，金额10.45亿元。2019年6月上旬，腾讯云参与联合体中标成都市“智慧绿道”项目，该单价格高达8.7亿元。7月初，腾讯云中标长沙市城市超级大脑项目，根据长沙政府采购网公示内容，中标价格高达5.2亿元。

在金融行业，截至目前，腾讯云金融领域有6000多个客户，包括150多家银行客户，四大国有银行中已经有三家和腾讯云进行合作。

在消费互联网和产业互联网并存的时代，兼具互联网和企业级业务能力的云厂商在行业发展中优势突出。

值得一提的是，2019年年内，腾讯云多项核心指标取得里程碑式突破。2019年5月，腾讯宣布实现全网服务器总量超过100万台、带宽峰值突破100T的“双百”里程碑。至此，腾讯成为中国首家、全球第五家服务器总量超过百万的公司，同时也是中国首家带宽峰值达到100T的公司。这标志着腾讯云服务的业务规模、承载的网络流量迈入全球第一梯队。

如果以整体营收来算，2019年AWS营收规模达到了346亿美元，登顶全球冠军宝座；微软Azure在2019年则斩获了181亿美元的营收，位列第二；谷歌云以62亿美元的营收规模位列第三；阿里云则以52亿美元次居第四。

与之相比，尽管腾讯云170亿元人民币的收入规模不及全球云计算厂商三巨头，与阿里云也有一定差距，但腾讯云三年来超过三位数的增长，加之2019年的高速成长，让腾讯云逐渐缩小与阿里云的差距，呈现追赶态势。

2020年初，面对突如其来的新冠疫情，腾讯云快速反应，全面助力复工复产。本次财报还公布了多项腾讯产业互联网抗“疫”成绩单。腾讯成功扩大市场份额，并在互联网服务、旅游、民生服务及工业等垂直领域持续拓展业务，并发挥腾讯连接消费者的优势，助力企业进行数字化升级。

新型冠状病毒疫情使云服务相关项目的落地实施有所延迟，因此将对短期收入造成负面影响，但腾讯表示，企业在长期上将更乐于使用云服务，以满足远程办公及与客户的远程互动需求。

On March 18, Tencent, an Internet giant, released its Q4 and full year financial report in 2019. Since Tencent put forward the concept of industrial Internet, cloud computing has become the fastest growing business segment of Tencent. In 2019, Tencent cloud's annual revenue exceeded 17 billion yuan, the growth rate continued to be higher than the market, and the number of paid customers exceeded 1 million. As Tencent cloud optimizes its supply chain and expands its business scale, its gross profit margin has improved.

Since Tencent upgraded its organizational structure on September 30, 2018, the cloud computing business has grown rapidly. Tencent's financial report shows that from 2018 to 2019, 9.1 billion yuan will exceed 17 billion yuan, with revenue growth of over 86.8%.

Tencent cloud's rapid growth is inseparable from its efforts in two major areas: Government cloud and financial projects.

In the field of government affairs, Tencent's government affairs cloud covers different types of subdivision services, such as police cloud, government affairs cloud, industry cloud, tax cloud, weather cloud, etc. In 2019, Tencent government cloud covers 28 provinces, 1 overseas and 151 projects. Among them, in June 2019, Guangdong provincial government informatization service qualification project was awarded with the amount of RMB 1.045 billion. In the first ten days of June 2019, Tencent cloud participated in the joint venture to win the bid of "smart greenway" project in Chengdu, with the single price of up to RMB 870 million. In early July, Tencent cloud won the bid for Changsha City Super Brain Project. According to the content publicized by Changsha government procurement network, the bid price was up to 520 million yuan.

In the financial industry, up to now, Tencent cloud finance has more than 6000 customers, including more than 150 bank customers, and three of the four state-owned banks have cooperated with Tencent cloud.

In the era of the coexistence of consumer Internet and industrial Internet, cloud manufacturers with both Internet and enterprise business capabilities have outstanding advantages in the development of the industry.

It is worth mentioning that in 2019, Tencent cloud achieved a milestone breakthrough in a number of core indicators. In May 2019, Tencent announced the milestone of "double hundred" that the total number of servers in the whole network exceeded 1 million and the peak bandwidth exceeded 100t. So far, Tencent has become the first company in China and the fifth in the world with a total server volume of more than one million, and also the first company in China with a peak bandwidth of 100t. This marks Tencent's cloud service's business scale and network traffic entering the first echelon in the world.

In terms of overall revenue, in 2019, AWS's revenue reached 34.6 billion US dollars, ranking the world chion; Microsoft azure's revenue reached 18.1 billion US dollars in 2019, ranking second; Google cloud's revenue reached 6.2 billion US dollars, ranking third; Alibaba cloud's revenue reached 5.2 billion US dollars, ranking fourth.

Compared with that, although Tencent cloud's revenue scale of RMB 17 billion is lower than that of the three global cloud computing companies, and there is a certain gap with Alibaba cloud, Tencent cloud's three-year growth of more than three digits, coupled with the high-speed growth in 2019, makes Tencent cloud gradually narrow the gap with Alibaba cloud, showing a catch-up trend.

At the beginning of 2020, in the face of the sudden new crown epidemic, Tencent cloud quickly responded and comprehensively assisted in the resumption of production. The financial report also released a number of Tencent industry internet anti epidemic reports. Tencent has successfully expanded its market share, continued to expand its business in the vertical fields of Internet services, tourism, people's livelihood services and industry, and made full use of Tencent's advantages in connecting consumers to help enterprises carry out digital upgrading.

The novel coronavirus epidemic has delayed the implementation of cloud related services, and therefore will have a negative impact on short-term revenue. But Tencent said that enterprises will be more willing to use cloud services in the long term to meet the remote interaction needs of remote offices and customers.

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