All aspects Analysis Mobile Internet "ticket": just "pseudo proposition"

Communication application software WhatsApp announced in Thursday: the number of WhatsApp active users has exceeded the 400 million mark. This is the height of all mobile messaging software that has never been reached, and is a landmark.

The company's official blog said: "This figure is not the number of WhatsApp registered, but the number of active use of WhatsApp services every month." "WhatsApp's active users surged 100 million people in just 4 months.

What is the concept of 400 million? This is equivalent to One-fourth of China's population, nearly 100 million more than the entire U.S. population. Using today's mobile Internet concept, all the companies that have hundreds of millions of users have basically grasped a ticket to the mobile internet. And WhatsApp hand this ticket worth 400 million, already is firmly clenched. And as China's internet three giants Alipay, micro-letter, Baidu clients have also been by billions of users boarded the ship. But what is incomprehensible is why the Internet needs this ticket? In my opinion, this so-called ticket is just a "false proposition."

1, unbearable Number of users

For the definition of the ferry ticket, is at least have hundreds of millions of users, look, in addition to a few of the bat's rely on the Godfather support software, other too many non-bat software is very few, are mainly tools, the real can be said to have the ticket qualifications are very few. 100 million this threshold, for the huge number of mobile internet, to be so concentrated in the app is indeed an ordinary enterprise to look up to the height of 90 degrees, if everyone rushes to the boat, so that will only fall a skeleton on the road, and finally laugh to the end is still the group of Internet veterans.

2. I'm not on board.

As many of the internet in the same time, the rush to accumulate a large number of users, easy to break tens of billions, the last to write quarterly reports, the annual report. Loss of millions of, tens of millions of is also a frequent occurrence. In the Internet age: Users are not equal to profit, has always been the tolerance of the Internet. In the micro-letter 200 million users, in the micro-letter 5.0 before the micro-letter has been in an empty up users, do not collect money in the circle, of course, the game is the quickest means of change, almost without thinking a lot can directly move to this huge user group above. You do not see Baidu this year 13 billion applications inside, in addition to 91 assistants, Android Market, Baidu mobile phone assistant these distribution products, which have a direct profit model, are constantly in the cost of promotion, absorbing users to occupy the site. In other words, even if you hold the ticket, it is not how much money you can use the trouser pocket, it is likely to be a loss in exchange for the ticket, then the meaning of such a ferry ticket really big?

3. No fixed standard for ferry tickets

About this ticket, the first standard of 50 million users, and then become a billion users, and recently planned to become 200 million users, this ticket standards when you just catch up to celebrate the time, has doubled, as a common company to step into this threshold, but has been struggling. The last look, no matter which standard, bat members have been waiting for a long time on board, ticket this game, play to the end or the giant's entertainment, self carnival. The internet era foil, is still a foil, there is no end, each time is just a new starting point, the need is more and more high threshold, a group of people with mobile internet dream to stop outside. This loose standard, just a sigh, you see, never catch, you chase, never get.

4, the vertical field of disdain

Micro-letter, Alipay, Baidu Client, which covers the social, electrical and commercial finance, search areas, each user of the product is oriented to the whole field. These users are directly on the Internet PC side directly converted to the user, the user's habits are relatively stable. But relative to the vertical field, the significance of these tickets is not much, the travel industry where to go, Ctrip, catering services, the public comment on the group of groups, the female category of spicy mom help, big aunt? KTV field of love to sing, sing it, friends and marriage of the century Jia Yuan, lily nets and so on. are famous in mobile internet fame, there is Word-of-mouth, there are three of the app, the ticket for them, just icing on the cake is not a timely way, so the app for the ticket attitude is also a smile, focus on doing their own field first, in the field of the more deep deep is their need to focus. They, or hehe.

5. The new carrier of the story-telling of the listed company

Careful readers can find that every time when an application registered billion, get a ticket, there is always a blanket of propaganda, "the National People warmly celebrate XX application registered billion." "In fact, everyone's reaction is," No, I have no use for him for a long time, the XX software is more useful than it. "Often let everyone have an illusion, is not when I uninstall him, there are more users are still using?" Can't I keep up with the tide? This is why some listed companies need more storytelling, and concepts to make a future expectation of their share prices. The more beautiful the story, the more you speak, the more people you talk about, the more real the reaction in the stock market, the more direct. A deeper point, as a competitor in the field, if the opponent's software over billion, is actually squeezing my market share, that reflected in my share price performance is likely to be down. For such a blow to each other, encouraging their own storytelling behavior, in the foreseeable future, will only become more and more frequent, more and more data volume. Until one day, investors have produced antibodies, no longer interested in these good news, tickets this carrier will disappear.

Conclusion: When a lot of professionals to discuss the ferry flowers fall, as a member of the ticket is not care who is discussed, only need to cause waves, it reached the purpose of manufacturing ferry tickets. Therefore, the mobile Internet ticket is a "false proposition", the rules of the people and players are the same person. Borrowed from Mr. Lu Xun said, "There is no road in the world, the people who walk more and then become the road", the world does not have a ticket, want to on more people have become a ticket.