360 has begun to hit the original search market share

Since August 16, online search products, even if there is no revenue, but 360 has begun to impact the original search market share, 360 search once became China's second largest search engine company, which triggered the unlimited imagination of the capital market. In recent days, Baidu's share price fell, while the 360 trend has continued to rise.

It commentator Cao Yuping that, through the "3Q war", Zhou to the capital market to show the "China's only dare and Tencent head-on pinch the company", and now the truth of the choice of Baidu is just as simple, Zhou want to tell the capital market "360 can change the Chinese search pattern of enterprises." 360 of the share price rose to more than 20 dollars from 15 dollars at the beginning of the month.

However, 360 in the short term to the owners of the flow of the rise will soon enter a smooth period. If 360 cannot break quickly, "China's second largest internet search engine Company" will also face challenges.

360 facing the bottleneck of traffic growth

"3B War", 360 of the most powerful weapon is second only to QQ client number of users. As of June 2012, 360 PC-based products monthly active users reached 425 million, Security browser month active users up to 272 million, personal launch page daily average hits 368 million. This means that when 360 of the navigation station and browser default search engine to their own products, the effect almost immediately.

Hitwise data shows that as of August 26, Baidu, 360, Google, Sogou, Tencent search in the domestic share of 56.44%, 10.22%, 7.54%, 7.14%, 4.72%. The search shares were 62.1%, 0, 10.1%, 7.8%, 5.3% before the August 15 360 search was online.

360 in just 10 days on top, become "China's second largest internet search engine company."

However, after a quick spike, 360 of the search share growth will enter a platform period.

"Daily economic News" Survey of a music website and a cartoon website, according to the animation site key word access, August 21 reached a peak of 601 key words to visit, there will be periodic smooth, 29th began to have a certain decline; the music website's 360 comprehensive search PV peak reached 760,000 on 27th, More than 90,000 independent users.

Communications expert Zhigang that 360 search now looks more like a beta version, just to the user's search questions submitted to Baidu, Google and other independent search engines, and then the results of the aggregation, and then according to their own rules optimization presented to the user, such a user experience to face many competitors, Further adjustments are required.

Capital driven search for gold

"360 into the search, the most important is the business value of the search." "Internet commentator Bo that 360 of the business model is to sell browser navigation ads, how much more than 200 advertisers, revenue growth ceiling is very obvious."

Just before, 360 had been questioned by short institutions. How to break through the browser's ceiling to investors imagination space, has been Zhou 祎 must think about the problem.

360 Online Search Soon after the 360 second quarter earnings release. When the Ti Yu reported that Qihoo 360 online advertising in the quarter revenue of 50.8 million U.S. dollars, an increase of 89.9%, online game-oriented value-added business revenue in the quarter of the quarterly income of about 21.7 million U.S. dollars, the year-on-year increase of 167.2%.

Zhigang that 360 of the reason to enter the search market is to solve the business model problem. 360 launches "search searches", invigorated the traffic from its own navigation pages and browsers.

Internet expert Wang Kuanxiong that the core of 360 profit comes from safe browser navigation, but the interface resources are limited, and the search engine resources based on keyword combination are almost limitless.

"Browsers and search are the closest business partnerships, with little cost." "The appropriate search technology CEO Wangxi (micro-blog) that the distribution of traffic is the core of the Internet, but also one of the most lucrative industries."

In fact, as early as before, Citibank has to Sogou's business model with the 360 analogy, Sogou search traffic 60% from Sogou browser, and Sogou has successfully verified the browser and search engine integration will promote rapid growth of search traffic patterns.

The results showed that Sogou's search revenue for the two quarter of 2012 was 29 million U.S. dollars, while 360 browsers were about 3.5 times times more likely to use Sogou browsers, but their search revenue was only 6.9 million dollars.

Wangxi estimated that the current 360 browser with nearly 30% of the market share, last year, the annual revenue is 60 million U.S. dollars, and occupy the domestic search engine market share of Baidu 2011 annual revenue reached 14.5 billion yuan, to achieve a net profit of 6.639 billion yuan. This means that the previous Zhou 祎 to try the so-called game revenue, E-commerce income is basically "teeth income." Wangxi said that if 360 to enter the search, it is possible to win nearly 2 billion yuan of revenue, revenue and profits will reach the previous expected number of times, to 360 of the share price will be a great boost.

or thousands of days of war.

"Search is a long-term investment in the industry, involving hundreds of links, technology investment is definitely not a small number." Wangxi said.

The first link in the "3B War" competition is talent.

Recently, 360 through micro-blog and other ways to Guang-Zhao, and Baidu, Sogou, and other search companies are revealed that 360 are sparing no effort to compete for technical personnel. For the above statement, the daily economic news, contact 360, it declined to comment.

It is understood that the current 360 search team divided into two teams, one team for the original Chinese researcher, Baidu former scientist, Phoenix Nest system architect Zhang led the entrepreneurial team, the other team for 360 original search team, the two teams tied development.

Just before, 360 official statement said its search team already has hundreds of people, but this size and Baidu nearly million engineers are still difficult to match, and pay attention to the technology gene Sogou thousands of engineers team compared with the gap.

The second link of "3B War" is still on the channel. Search engines occupy the portal of the Internet, but to turn traffic into revenue, you have to rely on the line of the keyword sales force.

Yi, secretary general of China Mobile Internet Industry Alliance, believes that 360 of the channel power is very strong, if the low-end flow can be changed as soon as possible, in the long run, Qihoo 360 search still have the opportunity.

Sogou CEO Wang Xiaoquan said, "at least 5 years or so of technical accumulation will be able to play a good search." Sogou at the beginning of the song as straight, in order to do a search around a great circle, and finally around to the browser. Zhou in order to do the search, from the safety, the circle of the larger. ”

Perhaps the "3B war" will be a battle of the thousand-day over 5 years.

Review/

Zhou and Robin Li's ten-year "feud"

360 and Baidu enmity, can be traced back to the beginning of the Zhou Entrepreneurial 3721 times.

1998, founder of the Zhou founder 3721, to carry out Chinese web site services, and based on this service to develop search rankings, Web site sales and other profitable business, at the same time set up a nationwide agent system. By 2001, 3721 had announced a profit.

However, CNNIC, who launched the Domain name registration service at that time, saw the success of the model, and also launched its own Chinese website service "Generic Web Site", and attempted to acquire 3721 at a very low cost.

June 2002, Baidu launched its own search tool for Baidu, its operating mode and 3721 Plug-ins highly similar. In order to deter competitors, 3721 Plug-ins dedicated to develop new functional modules, to prevent the operation of Baidu search PA, and blocked the user download, upgrade the channel of the search Pa. After mastering technical evidence, Baidu sued 3721 to the court in September. However, because of the market advantage of 3721, Baidu search tyrants eventually failed. Baidu thus abandoned the client road, focused on Web search.

At the financial level, although 3721 had already been profitable, Baidu, which received 10 million dollars in the second round of financing in 2000, was not strong enough. Eventually, Zhou 祎 made the decision: Sell 3721.

Ten years ago this war, Zhou in tactics to win the market, but in a strategic but lost to Baidu. "He told the media many times that he was the biggest loser on the internet," Forbes said. Search is a tens of billions of dollars in the market, he looked at Robin Li became the richest man, but he fell a stigma. ”

360 in August this year, the publication of its own search engine products, from the year Zhou to Baidu search for the war just ten years. He was once again on the battlefield with his arch-enemies today, when he paid a heavy price for his lack of power.

Evolution/

From 3Q to 3B: The change of the Internet

Zhou, known as the Internet Gladiator, has again targeted Baidu, China's largest search engine company.

For Zhou 祎, Robin Li is the internet big guy who is going to have to face hand-to-hand combat sooner or later. Even before the 3Q war, Zhou had hoped to woo Ma against Robin Li: from 360 out of a product to intercept Baidu, first hit Baidu medical ads (accounting for 30% of Baidu's revenue).

But unexpectedly, this Zhou's shot did not follow the previous plan to move.

360 just want to earn money?

This time, Zhou 祎 layout search unusually low-key, and even was thought to be just used to sniper 2 released smoke bombs.

"3Q War when the shielding of Tencent services is not selfish, the 3B War on Baidu service split is offensive measures." It reviewer Cao Yuping said.

Industry generally think, Zhou this low-key main reason is that he just want to do income.

According to the public earnings, 2012 two quarter Sogou search income of 29 million U.S. dollars. And Cnzz previous data shows that 360 browser usage is about 3.5 times times the Sogou browser, but the search income is only 6.9 million U.S. dollars.

"If you smash the search market in the first, do you throw yourself at your own job?" One industry source said.

In this respect, Zhou said, China has a monopoly market search giant, so that users have no choice, only to break the monopoly will allow consumers and industries to benefit, so that users become winners.

But 5G founder, internet commentator Bo directly pointed out that Zhou take the market share of Baidu as a monopoly of evidence, forget Baidu search is not exclusive, users can switch freely.

Future Game conjecture

Former media person Guo Jianrong think, Zhou 祎 chose wrong time Point and Baidu War. In 2009, a group called the anti-rogue software alliance tightly grasping Baidu, Baidu was forced to make an adjustment.

Three years, Baidu has enough time to gradually solve these problems, which Zhou 祎 lost a can hit the card.

However, Cao Yuping that this does not mean that Zhou 祎 unlicensed, 360 can even directly to "No ads clean version" as a selling point, with the name of "safe search", continue to upgrade and Baidu's user battle.

"Zhou's current strategy is to train users to use the 360 search habits. One industry insider said.

This is also in line with previous speculation. Speculation that Zhou has three steps: The first step is to Baidu, Google and other traffic "hijacked" to cultivate their own user habits; the second step is to find a substitute; the third step is to have a stable flow and content sources, the strong launch of their own search brand.

"It's a battle of the morning and the night. Yi, secretary general of China Mobile Internet Industry Alliance, said Tencent, Ali and Baidu have become the three mountains across the Chinese entrepreneur, Zhou This may be a good start for entrepreneurs.

For the future, how will the two sides play and game, Yi that Baidu is likely to be shielded in a variety of products 360 crawl, at the expense of community product flow to hit each other, and 360 may be through 360 security guards directly intercept Baidu ads, hijacked Baidu search traffic, and these are to damage the interests of users.