Mobile video This branch finally ushered in a chance of emergence in 2013.

Absrtact: In the noisy eight years of video industry, mobile video This branch finally in 2013 ushered in a chance of emergence. At present, Youku potatoes, Sohu Video, Archie Art, music, pplive and other traditional video sites have a large number of layout mobile video, cited

In the noisy eight years of video industry, mobile video This branch finally in 2013 ushered in a chance of emergence.

At present, Youku potatoes, Sohu Video, Archie art, music, video, PPLive, and many other traditional video sites have a large number of layout mobile video, triggering the industry on mobile video this year will usher in a full-scale outbreak of optimistic forecasts. As the only Chinese company listed in the U.S. in the second half of last year, the yy voice of the gathering era has also made it clear after the IPO that the company will exert mobile video this year, and will naturally extend its services in entertainment, education and so on to the mobile end.

Earnings showed that the fourth quarter of the gathering era net revenue of 266.8 million yuan, compared with the same period last year, 112.9 million yuan growth of 136.3%, net profit of 33.2 million yuan, compared with the same period last year 4 million yuan growth 730%. Among them, online game revenue of 98 million yuan, an increase of 86.3%, when the total paid users in the quarter 368,000 people, ARPU value of 266 yuan; YY music revenue 106.1 million yuan, an increase of 317.7%, the total paid users 340,000 people, ARPU value of 312 yuan.

"According to the plan, YY will release the video service on the mobile side and provide a better experience to the users," Lee Colling, CEO of the Gathering era, told the Securities daily. ”

However, in the face of more and more up-and-comer pressure, Lee Colling said: "We do not believe that the current market on YY has a threat to competitors, singing and micro-letter, etc. and yy different, our users can enter or exit at any time, and fixed group culture is incompatible." YY has advantages in video technology, short delay, high voice quality. ”

Or will be teamed with operators to customize the flow pack

The rapid advances in mobile video are complemented by the popularity of smartphones and the prevalence of mobile internet. 2012, China's network video users have reached 450 million, the national total number of users more than 70%, mobile video users over 100 million, the global smartphone users more than 1 billion. Smartphone sales in mainland China rose 137% to 189 million in 2012.

With the popularization of 3G and 4G will be fully launched, mobile video the biggest shackles of network speed problem, has been greatly improved from the hardware. For YY Voice this UGC video Live business model, is tantamount to a breakthrough in the bottleneck.

"In view of YY voice past service more than 400 million users of the technology research and development capabilities, as long as YY will voice community bandwidth effectively expanded, to achieve the user satisfaction of the playback effect is completely no problem." "There is a reluctance to be named telecommunications industry analysts said that many users are concerned about the flow of tariffs, there has already been youku, potatoes and other video site pioneers to explore a reasonable solution, and operators combined with the monthly model." In other words, yy voice can work with operators to customize the exclusive flow package, users can enjoy unlimited flow of mobile video experience.

Micro-letter singing is not a threat

Lee Colling to YY voice mobile product is very self-confident, he said did not see can threaten YY business products. "including singing, the voice inside the micro-letter is a different culture, we are ready to enter, exit, rather than a fixed group culture." YY has the advantage of video latency and interactivity, and will lead to differentiation by improving the quality of the content. "Lee Colling thinks.

Specific to YY entertainment and education and other areas of the advantages of how to extend and layout to the mobile domain, Lee Colling said, YY will continue to adhere to the principle: first a service to do well, and then naturally extended to the mobile platform.

In the IPO book, YY focuses on the education sector. In this respect, Lee Colling said: "This year's education business is very important, we currently do not have a profit plan, mainly focused on improving the experience and attract users, the current education channel of the monthly active users of 3 million, we have about 20,000 teachers, this year will devote more resources." YY has been known for its musical performance and pronunciation, education is not our traditional strengths. Early education users from music and games, in-depth promotion, will attract more new users to participate in. ”

The analyst pointed out: "Future yy or the voice community directly upgraded to the video community, then yy Voice mobile end of the competition to form a natural advantage." ”

Content is king, never out of date.

The lifeline of any video site is content, both on the PC side and on the mobile side.

Traditional video site has two insurmountable mountains, one is the bandwidth, the second is copyright. With the development of technology, the ratio of bandwidth investment will decrease, but the huge copyright expenditure is a problem that needs to be faced for a long time. The copyright cost of UGC is relatively low, while the powerful appeal of entertainment performers and educational lecturers can guarantee no reduction in popularity. That being said, Lee Colling still wants YY performers to improve their quality to attract more users. After all, in the short term yy can not expect advertising end of the revenue, performers driven users generated by the most reliable model, this and traditional video sites rely on the flow of traffic advertising mode is very different.

The analysts said although Lee Colling believes there is no threat to the opponent, but YY voice on the mobile video side of the competition is obvious, how to prevent the outstanding performers are dug, how to establish an effective integrator of the growth system, in the design of mobile products with performers and users closely linked, In order to effectively improve the quality and quantity of performers, attract more users, stimulate yy income and market value, to the capital market more imagination space, but is placed in front of the big problem Lee Colling.