Thanks for the great write up! I am seeing a wide range of industry growth data from different reports. From what Alibaba and Tencent had published, it looks like they are reporting much lower growth. How do you reconcile this?
Could you link me to the specific reports you're looking at, and which growth stats from the white paper you're measuring them against, e.g. Alibaba Cloud & Tencent Cloud's 2021 earnings against their portions of the IaaS/PaaS/etc. market?
From some initial searching I'm seeing reports that Alibaba Cloud earned just over CNY 60 billion in 2021, which roughly seems to line up with these numbers seeing as the white paper describes them as owning 34.3% of the IaaS market and as one of the leading PaaS brands as well.
Thanks for the great write up! I am seeing a wide range of industry growth data from different reports. From what Alibaba and Tencent had published, it looks like they are reporting much lower growth. How do you reconcile this?
Appreciate the feedback!
Could you link me to the specific reports you're looking at, and which growth stats from the white paper you're measuring them against, e.g. Alibaba Cloud & Tencent Cloud's 2021 earnings against their portions of the IaaS/PaaS/etc. market?
From some initial searching I'm seeing reports that Alibaba Cloud earned just over CNY 60 billion in 2021, which roughly seems to line up with these numbers seeing as the white paper describes them as owning 34.3% of the IaaS market and as one of the leading PaaS brands as well.