Sina is still the overlord of Internet industry

The past NetEase once Scenery Infinite, 2007 Sina is still the overlord of Internet industry, it is that year earnings show, NetEase income is more than Sina, the profit is higher than Sina, the profit margin is higher than Sina, the cash reserve is higher than Sina. The industry exclaimed: "This is China's internet has never been a big event in the past 8 years," the Internet's competitive landscape seems to be experiencing some just perceptible changes, "Sina model" unified the wonders of the Internet arena is becoming history, and "NetEase model" will become the future.

With the advent of the mobile internet era, bat gradually monopolized the river, the attitude of NetEase now appears to be like a declining rich Childe, all over the breath of petty bourgeoisie, but it is difficult to cover the weakness of competition.

Today's netease is not without any response. into mobile interconnection over the years, NetEase mobile end products have been the most exquisite products, always capture the user's mobile phone first screen. Whether NetEase news client or NetEase cloud music, NetEase products can always let people clap, and NetEase cloud reading, NetEase Cloud Classroom, Mailbox master, Lofter, Youdao series of products is the user's daily work, learning a good assistant.

Mobile end of the layout of many, made so many good products, and even formed a more neat app matrix, but netease in today's internet pattern is still tepid. Ding Lei said, do not put the crocodile as a silent. But the focus of good products netease in the end is gecko or crocodile?

All fingers are short of fists

Analysts in the south, a shark once used such a word to describe NetEase today's decadent state-products, although many, but like a group of rabble. With "mob" four words to describe NetEase's products, although some extreme, but also to a certain extent, reflects NetEase today many products overall lackluster dilemma.

Ishin, NetEase News client, cloud reading, cloud music, Cloud notes, Cloud Classroom, Youdao dictionary, Lofter and other products have let netease cover IM, news, translation, music, notes and many other fields, plus hand tour, NetEase products in-depth to the entire mobile world in all aspects. But overall, NetEase's products do not have an app month active users too billion, no product, lack of a micro-letter, Weibo, such as the Super app. In today's competitive era of mobile portals, the NetEase app matrix appears to be too weak. If the hand to metaphor, NetEase may now be regarded as "all pointed out, only lack of fist", that is, NetEase, although there are many mobile products, but the lack of a similar micro-bo or micro-letter "fist product."

Ishin originally was Ding Lei high hopes, but staggered to come, the middle rumor will die voice constantly. Last July there were even rumors that "China Telecom is fully withdrawing from the day-to-day business management of Ishin products, markets and personnel". At present, easy to believe is basically in the stage of death.

Easy Letter is a failed product, NetEase news client and NetEase cloud music? To tell the truth, the author is this two products loyal users, the two products have successfully captured the author's mobile home page. But the author is still not optimistic about the two products for NetEase's strategic role.

NetEase news is very good, unique thread culture and the "attitude" of the news style, whether in the appreciation or seriousness of each other. Only today, the news client pattern Subversion era, today's headlines, micro-credit, micro-bo two social products instead more media attributes. I have a circle of friends have such a piece: NetEase and Sohu News client which strong? The answer is micro-letter! In view of this, the news client status of the decline today, it is difficult to take the responsibility of the traffic entrance.

Today's NetEase cloud music appears to be wind, ding lei even want to take netease cloud music as NetEase "mobile internet ticket." "NetEase Cloud music has realized my more than 10 years music dream, this is a subversive new product, is also the cool and the fun music application!" Ding Lei said, the NetEase cloud music positioning as a "mobile music community" new form, the goal is to become China's largest mobile music community and open platform to form a user-centric music ecological circle. NetEase Cloud Music is really good, but from the point of view of the whole mobile interconnection, still slightly inferior.

One step at a slow pace

NetEase presents the present "all pointing out, only lack fist" is actually netease facing the mobile internet strategy is always slow one step results. "China entrepreneur" magazine 2014 10th of the cover article "Don't put crocodile when Gecko", exclusive interview with Ding Lei, comprehensive analysis of the Fast Times "slow" Mr. Ding Lei Self analysis of Product view, pattern view, Outlook on life. Some of the content in this article can explain the awkward status of NetEase today:

Compared with BAT's grand narration and platform strategy, Ding lei only interested in content-related products, NetEase seems to be only good at this way: whether it is "Dahua West Tour" Online games, NetEase news client or Youdao dictionary, all the same. And for pure channel business, ding lei dull, he also never keen to build channel platform. That year, Chen Tianqiao in the agent "legendary" success, quickly turned to do channels and large platforms, agents of a variety of online games, and the first to introduce a free strategy. Ding Lei has always adhered to independent research and development, only willing to Agent "Warcraft" this boutique game. It is this strategy, leading to the current ranking of the second NetEase network game business once let Grand overtake.

When the reporter asked: "You have been doing the internet for 18 years, do you think there is the concept of" internet thinking "? What is your summary of "internet thinking"? Ding Lei replied: My Internet thinking "fast" is not particularly important, excellence, excellent user experience, these two are very important. When the reporter asked: "You make products so cautious, is not afraid to miss the opportunity?" , Ding Lei said: "I think the timing is a false proposition." ”

In fact, NetEase really missed too much time. This July, NetEase Weibo closed into Lofter, the author then remembered the existence of NetEase Weibo. Hear this news, I then think, if NetEase can be a step, the attitude of NetEase must be able to make more unrestrained microblogging. Perhaps Weibo can become the real ticket of NetEase today. The pity of a slow man like this also happens to Ishin.

So, "Chinese entrepreneur" use such a word to Judge Ding lei--in the area which oneself does not like or is not good at, Ding Lei has been a later person. He claims to have always believed in the principle that, as long as the user experience is good enough, there is a chance to catch up with the details of the product he is interested in. In fact, in the bat-led search, E-commerce and instant messaging, later NetEase have been dabbling, but eventually failed to come from behind.

Bias in product thinking

NetEase Lofter is the most representative of today's NetEase today's embarrassing situation of a product. Also most can explain today to deviation of "netease thinking". Lofter not like micro Bo, Friends Circle, Qzone as full of instant fragmentation, more like a quiet corridor or a precious private notes, there is self-restraint, precipitation, not noisy, uphold exudes a unique charm graceful grace. But because the Lofter users are not scale, lack of business model, and only NetEase company's Edge products, these reasons doomed lofter just a "small and beautiful" fragile products.

Today's netease is such a fragile product. Compared with the same kind of portal, NetEase's days are tight and aloof. Tencent by virtue of micro-letter, QQ as the core to kill a way out, has already belonged to bat first class; Although Sina linger on, but there are micro-bo as a support, Ali shares after a more powerful; Sohu and NetEase are equally unremarkable, but the alliance with Tencent also makes the remaining Granville. Only NetEase does not participate in today's Internet war, quietly doing their own good products.

As the "Chinese entrepreneur" that article said, Ding lei too "pragmatic" character, making netease often in need of investment but dare not bold investment. 2013 is a news client explosive growth of one year, because reluctant to spend money to do mobile phone pre-installed and promotion, NetEase News client users have been Sohu and Tencent overtook. And Ding lei is not really do not care, after all, through the strategic layout of the platform, MA, Yun and Li, three entrepreneurs than his late peers, now has run to the front.

Summary：

Today's netease still rely on a high profit game to survive, NetEase three quarterly earnings show, NetEase three quarterly gross income of 3.326 billion yuan (542 million U.S. dollars), of which online gaming services revenue of 2.46 billion yuan (401 million U.S. dollars). Obviously the game is still the big head of NetEase's income.

Just now hand tour is subversion of traditional online games, Tencent has come from behind. And Ding Lei is still saying--"the traditional online games, the growing mobile games and portals and the joint efforts of the electric business, creating our Internet market in China continued to grow." "But when the day comes when the hand swims to subvert the traditional online game?" Where is NetEase supposed to go?

Ding Lei said, do not put the crocodile as a silent. In Ding Lei's mind, NetEase is a lurking in the mud in the crocodile, only waiting for the outbreak of the moment. Only, the wind of mobile internet is too fast, not wait until the moment of eruption, perhaps the mud that depend on survival is already dried up.

However, the author still has the highest respect for NetEase and Ding Lei, only this focus on products, pay attention to the temperament of enterprises to cultivate such as the yantan and so have feelings of the "NetEase department" entrepreneurs.