At the beginning of 2015, 360 of its 360 search lightning changed into a good search for many people surprised, but also let everyone wonder at the end of 2014 that the sum of 400 million dollars investment in the cool of the great God's move. Red Zhou This series of big moves is very good to read, 2013 360 of the market capitalisation was once more than 10 billion U.S. dollars, known as the next giant bat.
But in 2014 years, the market capitalisation of other Internet companies in a collective surge in the positive situation, 360 market capitalisation has almost lost one-third. Then, at the end of 2014 and early 2015, investment in cool great God to do mobile phones and High-profile 360 search brands renamed, these big moves must be Zhou 祎 to help themselves.
Once a recruit to eat the day of 360 by virtue of a single PC-side security field, layout browser, launch search step-by-step gradually have a giant shadow. However, mobile internet age 360 seems to have missed the opportunity, and in the free anti-virus, no first-mover advantage of 360 although to 34.6% of the market share in the first position, but not at the mobile end of the clone successful PC-side Security + browser + search of the three-level rocket model, Even in the area of maintaining the mobile security is a bit powerless.
In the market bullish millet model of the positive, a stake in the great God launched mobile phone is a good means, and will have stabilized the second growth of the weak 360 search brand makeover to seek new breakthroughs is also a coup. But under the leadership of the red leader of the 360 due to the core character of the company Zhou's personal personality on the corporate impact too much, has been "strong" to no friend of the Zhou, so that 360 of the development of almost everywhere are constrained.
Instead of investing and renaming, Zhou now has a strategic alliance with friends in the fast-growing it circle. Now whether the old giant bat or the new Jin Millet, Jingdong throughout 2014 and early 2015 are busy with frequent acquisitions, shares, investment, to find "friends" layout of the industrial chain. And looking back under the leadership of the Zhou 360 throughout 2014, in addition to amateurs the introduction of some of the lack of strategic value of hardware products, is almost a sitting-duck year.
Count those years 360 missing "friends"
1, four domestic mobile phone manufacturers
December 16, 2014, 360 to 409 million U.S. dollars investment cool faction of the Great God brand, and cool set up a joint venture. This scene let a lot of people surprised and some is sorry, as early as in 2012 Zhou had moved out of the idea of mobile phones, and Huawei, Tcl Communications, Haier and Amoi four domestic brands announced the launch of 360 for special mobile phones. Because of the dismal sales and cooperation mode of instability, 360 special machine soon died, this huff cooperation, not only let Zhou 祎 lost the opportunity to do mobile phone first, but also caused him and these manufacturers have produced unpleasant. To know 2012 years when the millet valuation only 4 billion U.S. dollars, a few years past Zhou now think about whether to regret the early exit?
2, 91
Mobile internet era came too fast, so that bat has been hit a surprise, but soon Ali Tencent Baidu has shot, in addition to rely on a strong financial strength to develop new products and the PC end products translation Mobile end, more through investment and acquisition to splice short board. In 2012 after the launch of the search 360 and Baidu has a direct competitive relationship, and the two will look at the same year's mobile distribution field King 91. In Baidu to 91 out of the olive branch, 91 and 360 had a honeymoon period, as early as 2011, 360 saw the value of 91 wireless, proposed to cooperate with each other. Unfortunately, July 16, 2013 Baidu to 1.9 billion U.S. dollars in the total price will be 91 acquisitions, when 360 although the mobile distribution has been the first development, when Baidu will be 91 wholly-owned acquisitions, 360 has not sat in the heat of the first position instantaneous loss, and the more terrible consequence is that the entire mobile strategy was disrupted. 91 This friend's mistake has completely lost the chance to overtake the other giants in the 360-moving corners. Does today's Zhou regret having been too late?
3, Sogou
Around 360 missed opportunity the most dramatic when it is Sogou, in 360 lost 91 of July 2013, there are rumors that rely on 360 security browser growth of 360 search due to the development of the ceiling, will be through the acquisition of search field after Baidu, 360 old Sogou, Expand its market share rapidly to one-third of the search market and compete against Baidu.
The end result is that the same year Tencent in September to 448 million dollars strategic investment Sogou. Affected by this news, Sohu shares rose 10%, Qihoo 360 share price plummeted over 11%. In fact, Zhou this mistake and July their own 91 of the error, 91 of the acquisition of the event Zhou due to the 360 mobile distribution field has occupied the first position, because the confidence to allow Baidu successful acquisition of 91.
And in the Battle of missing Sogou, Zhou and Charles Zhang even have a letter of intent, but due to Wang Xiaoquan strong obstruction and fell through. This loss is undoubtedly 360 of the share price in 2014 years a fall and then buried the foreshadowing, in the search field and the mobile Internet field missed two important pieces can be turned around, almost caused now 360 no one can be used to show off the strategy can be said.
2014 crazy "Find Friends" it circle of investment war
Today's it circle is no longer as before, the new rise of the "Ali" "Tencent department" "Baidu Department" "Lei department" will be the Internet business between the war dragged into the battle of the ecological chain. A capital battle over investment and mergers has intensified, and the rivalry between individual internet companies has become history, and team warfare has been the standard for rivalry among giants.
"Ali Department" "Tencent department" "Baidu department" Totem, according to the incomplete statistics of the net, in 2014, a total of 94 companies and "BAT" capital relations, involving funds reached between 15 billion dollars to 18 billion U.S. dollars, which, Baidu spent 2 billion dollars to 3 billion U.S. dollars, bought or invested 15 companies , Ali spent 6 billion dollars to 7 billion dollars, invested or acquired 36 companies, Tencent spent 7 billion dollars to 8 billion dollars, invested or bought 44 companies. (of which, Huayi Brothers and Wanda Electric dealers are respectively Tencent/Ali, Tencent/Baidu's common investment background)
In the bat, Lei is also increasingly large, YY, rice chat, UC, PowerWord, read more reading has already started in the Millet mobile phone pre-installed. Today's millet is to establish a game, electronic reading, video, desktop, E-commerce and other services, including the Internet ecological Circle. In the recent 2014 years of December 14 lei to 1.266 billion yuan for the United States, holding a 1.29% stake in the United States, and November Lei also took out 1 billion U.S. dollars into the original Sina executive vice president, editor-in-chief Chen to join the investment video content industry. It is easy to see from bat and Lei's frantic investment that today's Internet circle is no longer a one-man battle.
But the Zhou at this time, but in 400 million dollars investment in the cool of the great God almost nothing. Can not help but say in the capacity of a product bigger and stronger, Zhou from the original PC-side security defender, 360 antivirus, browser, search to seize the market, to mobile internet field 360 mobile phone assistant's rapid rise, this strength has to let people amazing. But unfortunately the tactical advantage of the strategy to compensate for the disadvantage is always limited.
In the launch of the day Zhou still do not forget to take out a gunpowder full of "to the user letter" to irony Baidu some, apparently 360 in 2014 successive defeats did not let Zhou Sober, Today's bat and later millet and the highest east Jingdong Ali market value of 258.892 billion U.S. dollars, and then the value of millet more than 45 billion U.S. dollars. In the face of these former opponents have doubled the volume of growth, Zhou will have a hero in the twilight of their own sigh.
Now investing in the cool big God can be said to be the first step of the 360 capital War March, and then Zhou can seize the remaining few opportunities, more "friends" as soon as possible from the dilemma, sitting on the PC search and mobile end distribution platform two good cards, but can not form an alliance with others to share results play "Team Fight", The future of the red-coat cannon is still long, not without opportunity. 2015 has arrived, Zhou Cannon has made a good friend's preparation?