According to Tencent's latest Q3 earnings, micro-mail and we chat monthly live users of 468 million, the chain growth of 6.8%, compared to the Q2 10.7% quarter-on-quarter growth has declined. The news from the surface, it is obvious that Tencent business expansion and profit increase, but there is a professional analysis, micro-trust users have reached a difficult level of self-improvement, because the essence of the high level of all the domestic smartphone users, that is, micro-letter has its own through the "channel management" The power of nuclear weapons to play to the maximum, so whether it is micro-letter or hand Q, Tencent, in addition to joining such functions as electricity, more is a new online game, but now more is the introduction of Third-party games to support the continuity of the business.
Tencent's micro-letters and hand q are likened to a business-run molecule, its additional functions such as games, electric business as the denominator, the current situation is that as the game to run the channel of the molecule has been fixed, but the denominator is expanding, which leads to a result: the molecule unchanged, the larger the denominator, the smaller the operating profit. In fact, Tencent itself admits it is time to focus on the content of the game, rather than endlessly expand the channel to increase operating income. In the just end of Tencent 2014TGC, Tencent vice President Lu Peng said, channels in the early stage or the role can be unlimited amplification, but ultimately can let you in the industry to achieve success, it must be the quality of the game, rather than rely on how powerful you have to promote the ability or how good channel coverage. This is why we will not go to the micro-letter and hand Q more products, but will limit the product to a certain amount.
In fact, the game itself is a content as the core of things, heavy in the user experience, but in the hand tour, experienced the initial deformity development, not only the number of amazing, but also low quality, similarity, short life cycle. It is for this reason that this kind of game relies on the channel very clearly, because only strong enough platform can maintain its fragile survival performance. The real first-class products on the channel's response is not so strong, as long as the user can enter the field of vision, players can start to produce viscosity, can't stop.
Grand former chairman Chen once said, "We can do a good product, an enterprise is excellent, but the cultural industry is characterized by creative, and creativity can never exist in the same person, he is constantly found in all the masses." "In other words, the content of the game to have quality assurance, and to have creative elements in the inside, it can be seen to do the content of the game is not an easy thing." But in general, such as Tencent to the end of the case, but it can explain a truth, that is focused on the content of the game can be bigger and stronger times quietly coming.