Youzan is a rising leader in providing B2B services to WeChat platform. The company helps customers listing their stocks both in their e commerce website and in the WeChat app. Youzan revenue comes mainly from subscription services and transaction fees. It is growing at a breakneck speed: GMV 200% YoY CAGR , but still lags behind the pure-play e-commerce leader Taobao (81 times larger). It is looking for further growth in the future by driving revenue from advertising and integrating the live-streaming feature in WeChat.
Microsoft has recently reported its soaring-at-record-lever stock, and the star of the show is its cloud offering Azure. After winning the $10B contract with US Department of Defense, Azure has accomplished 22% of the global market (It is stealing space from Amazon AWS -45%). To continue this growth, Azure has expanded its data center presence: the newly opened data center in Qatar and Israel are the first in these 2 countries among cloud providers, and make it to the total of 56 data centers globally. Moreover, Microsoft is constantly unveiling edge appliances such as Azure Stack Edge, Azure Arc and Azure Quantum to add more values to its customers.
Yeah! It is squeezing OTAs. Most of the time, people choose to search their options in Google instead of going directly to OTAs’ mobile apps. Therefore, OTAs depend (a lot) on Google to control their website visitors. Traditionally, OTAs pay ads fees, then their names will be on top of Google search. It has gone well, until Google inserts more ads and also a new module including all tourism suppliers’ ads, which decreases the traffic website of OTAs. It is a serious problem for their companies as Google is the monopoly in the “search” game, and even constantly innovating to deliver better customer experience.
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