Analysis of the four possible possibilities behind the Sina haze

Recently, the Sina has repeatedly been pushed on the cusp, from the Ali shares to the group for handsome, are grilled all over the world, from independent media sources, third party media confirmation, and Sina high-level relationship with the media big guy firmly denied ... This kind of all kinds of all should be confidential, should be good to secrecy, but the external transmission path why so stylized and entertaining? Sina official attitude ambiguous, want to say also shame, this kind of practice is what? NetEase technology test from the past information, to see the four kinds of possibilities behind Sina.

A board Force Palace: Cao Chao retreat?

According to the relevant media reports, the board of Directors of Cao Wei CEO period evaluation has a derogatory: the highlight is MBO and Sina Weibo outbreak; not satisfied with, one, investment, 9158 outside of the investment is not ideal, especially Macaulay; second, Micro Bo commercialization progress slowly; third, Weibo peripheral product development missed the opportunity.

First to help Cao accounting calculation: The original investment in the 66 million U.S. dollars, now has been floating losses of 59.8 million U.S. dollars, 66.4 million dollar investment in the early days of the potato is also a long-term hold-up (micro-BO losses caused by the financial situation is not ideal). Although later benefited from the combination of Youku, the current small floating surplus of 7 million of dollars. For the financial master Cao Chao, this bill is not satisfactory overall.

Due to the extremely fragmented Sina Equity, Management Holdings Limited (September SEC documents show that Chao's direct shareholding of 0.3%, the management of the holding shares of 6.8%), the more powerful voice of the management, dissatisfied with the performance of the executive, forced Palace Chao is not impossible.

Once this happens, Chao has two options, one is active abdication, by his first promotion du successor-Cao Du two people benefit community, du CEO to Cao Influence relatively small, and sales of du can let outside of the microblogging commercialization more expect, to the board of Directors also have confessed.

Another option is, in the face of the board of Dissatisfied voice, Cao Retreat, to use the media to test the actual situation. On the one hand to prepare for their own bridges, and to borrow outside the voice of the momentum and pressure on the board.

Two management wrestling: Sales of the contents of the fight to the easy Shuai stranded?

People familiar with the matter said that Sina's internal factions lined up, serious internal friction, including du representatives of the sales and Chen of the content of the grievances have long been, du Superior, the biggest obstacle is to do the content of the elderly.

According to the previous speculation, if, under the intervention of the board of Directors, Chao intended to give way to CEO Du, but to Chen and Wang Gaofei and other executives, not so easy. Some indications of the development of events also indicate that the parties are wrestling, or pushing, or impeding the event.

Interestingly, the same is "du as the CEO of Sina," the positive message was identified by the microblog small Secretary as false information, the partial denial of DU as CEO of the microblog, still be identified as false information.

At the moment, sales force is at a disadvantage. "Sina Easy Shuai" This popular event, also be affixed to the label of false news, temporarily put on hold.

Three cats in exchange for Prince: Du Hung or as CEO of Weibo?

Whether Ali shares, or DU, the core point has always been around the microblog-this is the most valuable Sina currently, the most imaginative space assets. From Sina official to say also ashamed of attitude, "Du will be the CEO of Sina" this paragraph does not seem entirely false, then might as well speculate, du CEO position, is it possible Sina Weibo?

Last month, Sina Weibo division general manager Peng Shaobin left office, Sina Vice President, Wireless Division general manager Wang Gaofei successor, and will be wireless restructuring and nuanced bo. It is noteworthy that the split has been completed, to "Beijing Micro-Dream Network Technology Co., Ltd." as the operating body of Sina Weibo, there is no President and CEO.

Wang Gaofei has been responsible for products and technology, and du more complementary. At present in the function division of the microblogging, Wang Gaofei is responsible for products, executive Vice President Chen responsible for the content and celebrity active, du responsible for sales. Nindugong is the CEO of Sina Weibo, in line with the capital market's expectation of commercialization of Weibo, while expanding the sphere of influence between Chao and Du.

Four Ali shares: easy handsome into the negotiation conditions?

Du command rumors out before, Ali shares Weibo news has been overwhelming, although from the beginning of the year that there are Baidu Ali talks about shares of rumors, but this time. Sina Weibo, which has been heavily invested for more than a year but is commercially flat, does have strong financing needs.

If Ali shares the news of Sina is true, the negotiations are most likely to attach the conditions of the gambling?

Micro-Bo to stop the loss, at least a phased deficit.

From Sogou, UC and Mo, such as the past Ali investment cases, it is injected into the enterprise operations and flow of resources, and so on, and even sometimes there will be the situation of hand to hand (such as Amoy and Sogou search), the trend of financial investment is more obvious. Sina Weibo's current number of users and the degree of activity, the valuation is low, if a good commercialization, Ali is not difficult to benefit.

It may be some of the additional conditions in the negotiation process for the DU responsible for sales to gain more authority and space to play. From Chao's point of view, to give up the CEO does not lose too much authority, but to Ali and the outside world to show more micro-bo commercial determination. (Li Haoyu)

NOTES: What role has Sina played in the spread of information?

About 4 o'clock in the afternoon, independent media person Cheng issued micro-letter said "Internal has announced", then the new cutting-edge technology website Titanium Media said "multi-party confirmation, the internal did declare du successor" to boost, other media follow-up, micro-BO, micro-letter and other widely disseminated; two or three hours later, after the topic was fully disseminated and fermented, Donews founder Liu Yan released Weibo, saying multiple messages show du successor CEO as false news.

It is understood that the titanium media source for its interview this afternoon a Sina core high-level, Liu Yan engaged in the media for more than 10 years, and Chen and so on, this is the first micro-blog after his release, or by people entrusted; this evening, Sina Weibo small secretary will du successor CEO message is not real ... The earliest source of information is unknown, the latter several links are more or less mixed with the factors of Sina promotion. From the point of view of communication, Sina completes a good news channel control.

In this process, SINA official has not made a statement, although du previously through micro-blog denied, but relatively powerless, but triggered more imagination and speculation outside. More bluntly, if not Sina infighting, issued a diametrically opposed voice, then this wave true or false news, or by the Sina high-level planning and promotion, low-cost, efficient, not only spying on all sides of the actual situation, but also for the commercialization of micro-bo paving.

Anyway, at the end of the news, Sina personally, planning and detonating a hot topic in the industry. The spread is this: the result is not important, as long as everyone is involved in it is enough.