From 58 home talking about the coincidence of vertical O2O and bat

The topic of connection between people and services always seems to belong to bat. In fact, this is just a misunderstanding of our thinking. For bat this heavyweight, they must not charge in the dirtiest most tired, the most need innovation and efficiency of the "Sweep Street" frontline, so we see drop car, express car, E, such as vertical O2O services began to appear in large numbers.

Recently, 58 with the city in the O2O area of the layout is the cusp, the Tencent investment information aggregation platform began to go offline, first invested in e generation, and then made a "58 home" to get involved in the most dirty and tired, and the lowest end of the domestic service.

In this connection, combined with the 58 of the same city in the third quarter of 2014 earnings data, I talk about their 58 with the city to enter the O2O of some thinking.

First, the impact of the mobile Internet dividend on the revenue is still growing rapidly, of course, the cost of acquiring traffic also increases. 58 The city's total revenue in the third quarter of 2014 was 72 million U.S. dollars, up 72.9% from the previous forecast of 66 million US dollars to 68 million dollars. Gross margin of 95.3%, higher than the same period last year 94.5%.

58 with the city is a family and information services to connect the platform, in this information services and net in the duopoly, coupled with more than the market earlier listing, so in this industry has a stronger right of speech. With the popularity of mobile Internet, users can be more convenient query services, which is bound to let the industry began to grow rapidly.

At the same time, because 58 of the same city such enterprises to obtain traffic is still largely dependent on the search platform, so their advertising spending is still significantly increased, advertising spending accounted for 19.6 million U.S. dollars, higher than the same period in 2013 5.9 million U.S. dollars. If you compare Baidu's third-quarter earnings, we can also see that Baidu's mobile revenue has also increased significantly, its source naturally comes from other customers on the high investment in mobile traffic.

Second, the information Service platform only completes the user to obtain the service the first step, but has the ability to do the closed loop vertical O2O is robbing the information service platform the market.

The high efficiency of mobile internet let O2O usher in spring. For example, in 58 of the same city can be clearly felt by the driving business of the increase in search requests, but because of the development of the whole generation market has been more mature, such as e generation of vertical O2O Web site has formed a certain industry advantages, so 58 of the city decisively chose the direct use of capital advantage of the e generation of investment, In order to perfect their own life services to the ecological circle user experience. This is the case for other segments of the service industry.

Therefore, how to complete the service user's last kilometer, become the information service platform to consider the problem, after all, this kilometer more landing, more needs localization operation, need capital investment, time window is also very important. This also let 58 city have to consider using their own funds, resources to enter the field quickly, either investment (e generation), or on their own (58 home).

Thirdly, the future competition focus of information service platform lies in two aspects. Predictably, the future Information Service platform competition focus on two aspects, the first is large data; the second is how to become a one-stop platform for connecting people and services.

At present, the connection service is almost the most important PK battlefield of the Portal class mobile internet platform, one of the typical entrance is System level entrance, for example, Ios\android,ios Apple Pay and health as the basic service, need the third party access; MIUI's Yellow Pages products want to build a life service platform, Third-party data access is required, with recruitment data being provided by 58 of the city.

In addition to system-level portals, search, maps, social networking, and even the Address Book app are portals to connect services and require third-party data. And some of these data need to come from 58 in the same city, the public comment on this information service platform. Another battlefield is the ability to provide one-stop service? 58 the city had hoped to make a one-stop service on behalf of the driver, but found that it was better to invest in e-generation, because both the time and opportunity cost to consider investment is better than the self-built.

And in 58 Home service is the first to the most basic domestic housekeeping as a breakthrough, I hope to nail, move and other industries to promote. Now the "domestic" still 58 of their own comprehensive recruitment, training, the workload is very large, so the independent registration of the company's way to let its more free development. and vertical O2O as the most basic service industry, but also the most easy to standardize and entrepreneurial industries, I believe that for many entrepreneurs with internet thinking is a very good opportunity.

Finally, I have to think of a few problems. When the information service platform moves toward the vertical O2O, on the one hand will enhance the current offline entity service Company's overall service level, the quicker expansion efficiency, is to each city traditional small service company's subversion. And these small service companies are also the information service platform of the data provider, this will face the problem of reduced information, and advertising revenue reduction?

Second, the more localized way to push, the time spent, the funds and resources are very large, when this huge investment can be effective? I always do not think 58 city is a light company, because they have a ground sales force in 27 provinces and cities, but do this kind of vertical O2O and do sales difference is huge, involving recruitment, training, guidance of many links.

Third, have the bat evolved into an infrastructure provider for the entire internet world and no longer has a voice in a more grounded project? Related to the grounding of the O2O will necessarily need entrepreneurial spirit, after bat has not had such conditions, can only rely on investment to allow the company to complete the mission, for example, Tencent investment drops taxi, 58 with the city has a similar purpose. Behind, Tencent can in the micro-letter, QQ two platforms on the integration of these services? This is still unknown, the future of financial payments this line will play a decisive role in determining success or failure.

There is no doubt that there will be more and more of the vertical O2O platform such as 58 online, which is seamless integration with bat and operating system-level portals. I also very much do not want to have valuable resources by which platform monopoly, just want to enter from which access to the user can be equal, fast and convenient access to services, and the industry chain in the bottom vertical O2O platform are bound to be the largest of the chain of interest in the cake.