Amazon’s strategy, with ever-shorter delivery options, has allowed a pure eCommerce player to gain a foothold in Local commerce and an increasingly bigger share of consumers’ wallets. But while Amazon has always been and will remain retailers’ top competitor in many product categories – especially in consumer products – some of these retailers could actually benefit from the company’s growing fulfillment capabilities. Today, Amazon remains the clear leader in fulfillment, based on number of offerings, global fulfillment center footprint, and ability to manage demand elasticity through its digital assets.
Today, however, services such as Google Express, Postmates, or Instacart and new fulfillment models based on real-time driver networks such as Uber, Lyft, and (more…)
Technologies and applications first developed for the consumer Internet space have had an important impact on enterprise environments, and consumer Internet companies, such as Google and Amazon, have benefited from their enterprise efforts in areas like productivity apps and cloud services. Leveraging its strengths in app development, messaging, and social networking, Facebook is expected to launch its Facebook at Work solution for general availability as early as next month.
Slack the network for (more…)
Google Cloud Platform business unit acquired Apigee, a provider of application programming interface. Apigee provides an API platform that can be used by companies to make their services available on multiple mobile devices. Apigee also provides its customers analytics to measure the activity coming from the apps. As an example, Walgreens uses Apigee to manage the Walgreens APIs that developers use to build apps for the Walgreens ecosystem.
This enhances Google’s push into corporate computing as they look to take advantage of the evolving industry dynamics. Google’s head of cloud computing Diane Greene stated as follows (more…)
Every industry / vertical has Big 3 companies like we have seen in the past from Automobiles to Software. When it comes to offering Cloud platform, Amazon leads the pack with AWS, Microsoft’s Azure is a distant second and Google is the clear #3. Time to Market and Investments helped Amazon launch Amazon Web Services in 2006 versus Azure and Google Cloud Platform coming on in 2010 and 2013 and Microsoft having since committed more heavily in the space than Google.
The path each company took is different as each player has borrowed from heritage and experience earned from their principal operations to establish their position in the cloud computing landscape. AWS is leveraging its massive scale and commitment (more…)
Tighter funding has led to exits, consolidation and focus on unit economics. However, those backed by strategic Investors / subsidiaries of overseas players appear better placed. Recent call with a leading private investor highlighted that GMV growth for ecommerce players will be under pressure in the near-term. This is being driven by limitations on marketplaces by new regulations to become compliant with 25% threshold sale limit from single vendor and reducing heavy discounts that were driving significant growth.
Management commentary of Amazon, Rocket Internet and Softbank over last 15 mths highlights diverging thinking even between strategic investors. Amazon/Softbank talk about market potential and plans for continued investing. Rocket Internet (for Jabong) has moved from market share to balancing growth/profitability to profitability now. In fact, (more…)
Chinese Internet Giant, Baidu has had Keyword based bidding on the lines of Google AdWords for sometime codenamed as Phoenix which Local service platforms still find the bidding system complicated. In October 2015, Baidu launched Local Express, a new simpler marketing platform for local merchants. Its key advantages include:
Local Express currently targets eight local service sectors, including (1) cosmetics, nail polishing, manicure, and pedicure, (2) gym and yoga, (3) talent training, (4) electronics repair, (5) auto services, (6) photography, (7) moving and housekeeping services, and (8) plumbing services. These are also existing categories on Nuomi’s platform. We note that restaurants, KTV, and tourism, are not (more…)