" GoTo这场云迁移背后，折射出了国内云大厂的出海 「 暗战 」 正在全面升级。 " 作者丨胡敏 编辑丨周蕾 6月5日上午，一则消息在云圈广泛传播开来。 印尼互联网科技公司GoTo集团宣布，旗下的即时出行、配送业务Gojek已成功搬迁至腾讯云，而金融服务 业务GoTo Financial的基础设施已成功部署于阿里云。 国内市场对GoTo可能并不是那么熟悉，但在东南亚市场，GoTo是家喻户晓。 GoTo是印尼最大的互联网科技公司，由本土两大独角兽——网约车平台Gojek（2010年成立）与电商平 台Tokopedia（2009年成立）于2021年5月合并而成。GoTo业务涵盖出行、电商、金融三大领域，服务 渗透印尼超2.7亿人口，为该国近三分之二的家庭消费提供服务。 据了解，GoTo这次对业务进行云迁移，不仅在国内云圈引发波澜，实际上在海外关注度更高，所有东南 亚企业几乎都在紧盯着GoTo迁移的一举一动，原因很简单，因为东南亚企业里，至今还没有一家企业进 行过如此大规模的迁云。 GoTo为何要云迁移，以及为什么选择国内云厂商，特别是最核心的即时出行、配送业务，为什么选择腾 讯云？ 6月9日上午，雷峰网采访了G ...

" GoTo这场云迁移背后，折射出了国内云大厂的出海 「 暗战 」 正在全面升级。 " 作者丨胡敏 编辑丨周蕾 6月5日上午，一则消息在云圈广泛传播开来。 腾讯云 与 GoTo 正式签约合作时间是在去年的9月20日，但接触这个项目是在2023年年底。 彼时的GoTo在即时出行、配送业务，已经是印尼最大的提供商，积累了几千万的活跃用户，约300万摩托 车的司机，一方面为客户提供出行服务，另一方面也可以提供送外卖服务。 不过，GoTo并不满足如此，Patrick表示，当时他们已经在思考怎么用更好的产品、更好的模式、更好的 技术，来支持产品进一步的提升和升级。 在即时出行领域，过去当地印尼客户由于地形、习惯等原因还是以打摩托车出行为主，但GoTo也察觉 到，随着市场发展，已经有越来越多的人有打汽车出行的需求。 印尼互联网科技公司GoTo集团宣布，旗下的即时出行、配送业务Gojek已成功搬迁至腾讯云，而金融服务 业务GoTo Financial的基础设施已成功部署于阿里云。 国内市场对GoTo可能并不是那么熟悉，但在东南亚市场，GoTo是家喻户晓。 GoTo是印尼最大的互联网科技公司，由本土两大独角兽——网约车平台G ...

Amdocs (DOX) FY Conference Summary Company Overview - Amdocs operates primarily in the telecommunications (telco) industry, focusing on IT infrastructure and providing Business Support Systems (BSS) and operational support systems for service providers [3][4] - The company differentiates itself by being a product-led service provider, offering both product creation and implementation services, which creates a unique accountability model [4][5] Core Business and Market Position - Amdocs serves major telecommunications companies globally, including T-Mobile, AT&T, Comcast, and Verizon in North America, and Telefonica and America Mobile in Latin America, among others [6][7] - The company claims to be the market leader in the Asia-Pacific region and has a significant presence in North America, contributing approximately 60% of its revenue [14][41] - Amdocs' revenue structure includes 66% from managed services and 75% recurring revenue, indicating strong customer retention and long-term contracts [8] Growth Engines - Amdocs identifies several growth engines: 1. **Cloud Services**: Approximately 25% of revenue is cloud-related, with expectations for double-digit growth [16][36] 2. **Consumer Experience**: Enhancements in customer engagement and monetization capabilities [18] 3. **Network Automation**: Focus on optimizing network services without competing directly with core network providers [19] 4. **B2B Automation**: Aiming to improve efficiency in business-to-business services [20] 5. **Generative AI**: Developing AI capabilities to enhance customer service and operational efficiency [22][37] Competitive Landscape - Amdocs faces competition from system integrators like Accenture and product companies like Salesforce, but claims a unique value proposition due to its comprehensive product suite [10][11] - The company has a strong win ratio against competitors, emphasizing its delivery capabilities and customer satisfaction [11][12] Financial Performance and Outlook - Amdocs reported a 4% quarter-over-quarter revenue growth and a 93.5% twelve-month backlog visibility, indicating strong future revenue potential [40][49] - The company anticipates revenue growth of 1.7% to 3.7% for fiscal 2025, with a focus on margin expansion through automation and operational efficiencies [48][50] - Amdocs has a disciplined capital allocation strategy, returning a significant portion of free cash flow to shareholders through buybacks and dividends [8][57] Macro Environment and Customer Sentiment - Despite concerns about a potential macroeconomic slowdown, Amdocs has not observed significant changes in customer spending behavior, with clients focusing on growth and improving consumer experiences [41][44] - The company acknowledges that while it is not immune to macroeconomic pressures, its essential services in billing systems and cloud support are likely to sustain demand [46][47] Strategic Initiatives - Amdocs is actively pursuing acquisitions to enhance its capabilities, particularly in cloud and data science, while maintaining a focus on internal development [55][56] - The company emphasizes the importance of automation and generative AI in transforming its operations and service delivery [51][52] Conclusion - Amdocs is positioned as a leader in the telecommunications IT infrastructure space, with a strong focus on cloud services, customer experience, and automation. The company is navigating a complex macro environment while maintaining growth and profitability through strategic initiatives and a robust service offering.

当地时间周四，亚马逊CEO Andy Jassy在第一季度财报电话会议上试图安抚投资者，表示他对公司能够 从当前的关税环境中"更强大地"走出来持"乐观"态度。 Jassy以新冠疫情为例，说明公司的广泛选择和低价策略如何帮助"客户找到他们想要的商品"，尽管当时 经济持续不确定。亚马逊是新冠危机的最大受益者之一，随着许多消费者避开实体店，转向在线零售商 购买必需品和非必需品。 想想疫情期间，口罩和洗手液等商品就成了热销商品。当你拥有像我们这样最广泛的选择， 以及像我们这样拥有数百万全球卖家时，你就能更好地帮助顾客以比其他任何地方都更低的 价格找到他们所需的任何商品。 最后，当市场环境不确定时，顾客往往会选择他们最信赖的供应商。凭借我们真正广泛的选 择、低廉的价格和快速的配送，我们走出了那些不确定的时代，获得了比开始时更高的相对 市场份额，并为未来做好了更充分的准备。我乐观地认为这种情况可能会再次发生。 财务指引区间扩大，应对关税不确定性 亚马逊发布的第一季度财报虽然超出预期，但其当前季度的运营利润预测却低于市场预期。 公司预计，二季度运营利润为130亿美元-175亿美元，而根据LSEG数据，市场一致预期为178亿 ...