After the German announcement of the "Gold Navigator" for free.

In the evening, after Baidu Navigation announced a full and permanent free, the High German group announced its "German navigation" mobile phone application immediately free. The original price of 50 yuan of the German navigation can be free to download the use.

At the same time announced, the German software (NASDAQ Securities Code: AMAP) released the second quarter of 2013 earnings. Financial results showed that the net revenue of the second quarter of Gould's software amounted to $38.2 million, down 5%, and shareholders ' net profit reached 3.8 million dollars, down 57% year-on-year.

From the earnings point of view, as of the second quarter of 2013, the total number of users of the free mobile map applications to 137 million people, active users more than 62 million people a month. In contrast, the German navigation is downloaded or pre-installed into the 7000多万部 smartphone, the average number of active users per month about 3 million people.

Earlier, the German software has been issued to the media to "change" as the theme of the invitation letter, will be held on August 29 to announce a series of policies, but the specific strategy is still in a confidential state. Combining this evening with the release of the results and the announcement of the free navigation of the message, the following can be read and conjecture:

1. The number of users with free maps and toll navigation applications varies enormously. Gold for free in order to continue in the mobile Internet map users, further improve the threshold of user base.

2, high-German navigation has been downloaded or pre-installed to the 7000多万部 smartphone, due to the charges, the proportion of the pre-installed, before the gold will be charged to the manufacturers 10-20 yuan of pre-installed licensing costs, free of charge, rival machine manufacturers are also good news, the firm's own ecological circle.

3, the German two quarter of the revenue has been a sharp decline in the German navigation for free, its revenue will fall.

4, gold in the free policy after the release of "two unchanged" commitment: one is the ' Gold navigation ' research and development investment is unchanged, the second is the commitment to service users unchanged. To make this commitment is still a stable user's "morale".

5, the free path of the gold navigation seems to inherit the mantle of Zhou (Weibo). After the free policy was released, Zhou, chairman and CEO of Qihoo 360, the independent director of the Board of Directors of the High German company, said, "This means that Gould, from a traditional software vendor, has truly become an Internet manufacturer with Internet spirit and genes." ”

6, the next hope with the "car" can be closely integrated. For example, after announcing the free, he hopes to achieve the smooth transition of off-line navigation and online navigation through the "integration of the net" function, at the same time, it will also adopt A-link technology, implant the vehicle user experience in the mobile navigation, and integrate the application and service related to the driving. In addition, to provide users with such as AR virtual navigation and other innovative experience.

7, tomorrow's launch of the software will be free to further explain the policy.

8, but the conference not only to explain the free policy, people familiar with the matter, Ali injected into the next cooperation will be announced. Independent director Zhou may not be on the scene, but will appear in video format.

9, under the influence of free policy and earnings release, as of August 28 8:50, the gold price of the software was down 20%.

10, it is worth pondering is that Baidu and the first one after the announcement of the navigation application of free, it seems to return to the Internet idiomatic routines: Play free to do the killer, circle users, a trade shuffle, and then a big platform, and then seek income.