Alibaba Cloud: Partner vs Customer centric?

Alice Arnault
2023-05-19
$Alibaba(BABA)$ 's important growth engine is Alibaba cloud which is led directly by the ceo.

I was recently invited to their isv meeting and found this interesting 

Senior exec sharing on their current strategy 

Some think that being partner centric and customer centric are essentially the same but it is a bit different as partner centric is more of a strategy used at a earlier part of the business where one is more reliant on partners for insight and development, whether this will result on additional growth will depend on its network etc. 

$Amazon.com(AMZN)$ 

In earlier years Amz also deployed a more significant partnership strategy, this is still definitely ptesent, but less significant now that its a leader 


Follow me @Alice Arnault for live insights from the field, and fundamentals

Are Bullish on Alibaba Cloud Unit Spinoff?
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Comments

  • YorkTurner
    2023-05-23
    YorkTurner

    As long as big chain stores keep getting robbed and closing down, people will turn to Amazon!!

  • jeffry09
    2023-05-23
    jeffry09

    Need a close over 90 this week to keep short term momentum to gain even more speed

  • shining87
    2023-05-23
    shining87

    This might be turning into with the low volume a MELI stock situation set up, check out the symbol

  • fishinglo
    2023-05-23
    fishinglo

    consolidation accumulation for next leg up 120

  • YvetteGunther
    2023-05-23
    YvetteGunther

    Sold my baba and moved to BIDU if you overlay their charts

  • YJ13
    2023-05-20
    YJ13
    good
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