360 more into the game? Group is holding the test water of affiliated company

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Tencent Science and technology Louboutin Pool September 18 Report

After the merger Sogou is blocked, 360 will increase investment in the game area or mergers and acquisitions, in order to find the growth of the next few years? According to Tencent Science and technology, 360 of the internal positioning of the game business is still the main distribution of traffic, but it is noteworthy that, although 360 itself has no self-research games and mergers and acquisitions of game companies and other big moves, But there are already affiliated companies in the field of hand swim low debugging water.

September 16, Tencent issued a notice with Sohu and other independent third party signed subscription agreement, to the Sogou injection 448 million U.S. dollars, and the search and QQ Input method business and Sogou existing business to merge. After the deal was completed, Tencent gained a 36.5% per cent stake in a fully diluted market, and the shareholding rate would increase to around 40% in the near future.

Sogou CEO Wang Xiaoquan to the media, the merger after the search market will be a three-point situation, the future Sogou will soon rise to the second position. Despite Zhou's public response, Tencent's search war is good for the entire search market, helping to break monopolies. But by this news, Qihoo 360 fell 5.61% on the same day.

Some analysts said that after the expansion of the search business, 360 or will be in the game area to launch a large acquisition, to maintain a high composite growth rate. Once again last August, the tour company, which had been rumored to have bought with 360, was once again considered to be a 360 reasonable target.

The game business has already become 360 core growth point

Expanding the game business layout to 360来 is one of the best ways to realize the flow of traffic quickly.

If the security market has stabilized and the search business encounters a powerful enemy, if 360 can integrate its influence in the field of page tour and hand travel, and be able to operate properly, the game business may become the key to 360 to maintain rapid growth.

Currently, 360 plays a more influential role in gaming than in the security arena, and its gaming center is already among the top of the page platforms. In the field of hand travel, 360 also relies on the distribution of mobile phone assistants quickly become an android hand to swim channel. In addition, 360 before the merger of 2366 and U9 two games media, Zhou has also invested in personal identity such as game-related companies.

According to 360 of the latest earnings, the second-quarter revenue of 152 million U.S. dollars, including gaming platform-oriented internet value-added services revenue of 60.9 million U.S. dollars, a year-on-year growth of 181%, compared to the last quarter of the increase of 33%, a staggering growth.

Zhou in the conference call after the earnings release, said that he is optimistic about the development of mobile games, the 360 biggest advantage is not the development of the game, but as a development platform, with the game manufacturers at home and abroad to cooperate.

360 for the time being. Affiliated Companies low commissioning water

360 really adhere to the distribution platform positioning? There are many game industry people agree with this view.

Game market is now in a period of intense change, as a game research and development company, the end of the money to earn a stable income, but the emergence of new games difficult; The page swims to make money, but the market is shrinking rapidly, the channel control most of the income, while the hand tour although the development is rapid, The real Hanlaobaoshou only channel side.

As one of the leading protagonists of the 360 merger rumors, interesting wandering for Tencent Technology said no response, but the source said that the fun tour in the United States last year after the IPO has had a communication with 360, the two sides eventually because of the price problem did not talk about, the current fun and 360 with the same page of the first camp platform, The volume is higher than the forgame that will be listed in Hong Kong.

For the Fun Tour 360 given the amount of the transaction is not attractive, it is more willing to seek independent listing, and to 360来 said that the tour is not as big as the hand travel space, do not want to overweight. The chances of cooperation between the two sides are slim.

According to insiders, 360 still treats the game as a flow distribution business of the way, not too much involved in the self research business. One corroboration is that 360 of pages of travel and hand-swim channels accounted for a higher share of the market, but belong to different business units under the jurisdiction of the future will not be integrated into the unified gaming sector for quite a long time.

Although 360 itself to the game business remain cautious, but there is news that the recent hot hand Tour "Goddess of the tower" agent of the Dragon is actually 360 of the company, the company's legal person Delin is also 360 vice president and 360 flag downstream long network president. As early as July 2013, Delin was carrying "goddess of the Tower" in the 360 long tour of the "star Yiu 360" event to debut.

Obviously, this group is sitting tight and the associated company's low debug water operation mode is the most recent 360 in the game area of the main way. In this way, the image of 360 distribution platform is maintained, and the layout of research and development is well advanced in the fast development period.