The historical cause of wrestling

Absrtact: This is a paragraph about flow, flow of the wrestling. However, Baidu and 360 need to stick to their position in the search engine, and Ali needs to stick to their position in E-commerce, for their own, this challenge also for the collapse of cooperation to bury foreshadowing, contradictions

This is a paragraph about flow, flow of the wrestling. However, Baidu and 360 need to stick to their position in the search engine, and Ali needs to stick to their position in E-commerce, for each of them, this challenge for the collapse of the cooperation of the foreshadowing, contradictions will break through the bottom of the day.

These days Ali and Baidu's flow of cooperation, and "old Enemy" 360 of the cooperation to become the focus of media attention. Many netizens exclaim and believe in love, in my opinion, this is not only love.

First, the Big brothers ' cooperation intention

Baidu: The flow of change is not so?

For Baidu, its Alexa China rankings can never further. The expansion of liquidity capability will be a matter for Baidu to consider, especially in the short term when the mobile Internet can not form revenue feedback enterprises. Baidu must continue to rely on its core revenue-search engine advertising/Advertising alliance to continue to give capital markets, investors hope, while continuing to rely on this revenue to promote Baidu's other products germination, growth.

So for Baidu, when you see Ali's order, inside the heart should still be excited, how many of the small and medium-sized owners of the alliance to achieve the same level of revenue contribution! People familiar with the matter said that Alibaba 2013 in this investment reached 200 million yuan, reference Baidu Q1 earnings, Its total revenue is 5.97 billion yuan, this proportion is 3.3%, spread to four quarters, the contribution to Baidu each quarter less than 1%, but do not forget to Baidu, this income I am afraid is always in the performance expected, the sky off pie effect, so said Baidu's attitude is the flow of cash, le. The contradictions between the two sides, the rift first put down, we will see later.

Ali: Flow is coming to my bowl!

For Ali, the flow of access is its biggest intention. Ali, Baidu, Tencent, the "three bats", Ali must be the most like the wholesale one. Whether it is the day cat, Taobao, 1688 or Ali Finance, Ali's wholesale play to turn. The advantage of the Internet is that the marginal cost of a certain scale is rapidly reduced, while the wholesale further promotes its profit margin. Alibaba is very high, playing a full network of traffic, not just search traffic.

So Ali after the injection of Sina, Weibo appeared Ali ads; Ali and 360 cooperation made 360 shopping search; Ali and Baidu cooperated in advertising promotion. As we said above the wholesale, Ali of the parties to cooperate eventually led to the same place-a Amoy net. This is a fine table for us later.

360: Advertising Alliance has not been exerting force Taobao customer continuous flow of cash

For 360, there are two advantages to doing so, the first Taobao passenger flow, continue to expand revenue; the second, 3,601 straight and vertical search cooperation in the way to and Baidu Pk, look forward to achieve in the vertical field of professional search results, to achieve in the user's mind to leave the search results than Baidu's impression. For the financial expectations of cooperation, we can see from the 360 in the Q1 earnings of the Q2 expected: The company expects revenue between 142 million U.S. dollars to 144 million U.S. dollars, equivalent to the year-on-year growth 95%~98%, the chain growth is between 29%~31%. Similarly, the psychology of twisting bar not only Baidu has, 360 also have.

The historical cause of the wrestling

Love of the three main characters have a grudge, resentment from the interests of their representatives to adhere to. And this stick has the bottom line, thus for the future direction to bury the foreshadowing. A brief introduction to the three grievances.

Baidu vs Alibaba

In 2008, Baidu to online, at that time, Alibaba is still in the cultivation period of power, fear of the emergence of strong competitors, Ali with the decision to prohibit Baidu crawl Taobao search, and on the day of the Baidu online letter to stop Alibaba's advertising business. Until now, Taobao and the cat net of the ban search list of Baidu standing not down. In addition, the two sides also broke out two conflicts. One is the Baidu three deer door on the Ali website homepage, and then there is a Amoy net debut when Ma Yun that famous words: "The beginning of (2009) Someone asked me why Alibaba to do the search, I replied that is to let Baidu sleep." If Baidu sleeps, Chinese internet users can't sleep. ”

360 vs Alibaba

It was earlier, when Yahoo China sold Alibaba, Zhou ran away and founded 360, and through 360 security guards the Yahoo Assistant, 3721 and Baidu toolbar as a malicious plug-in. Finally, Alibaba issued a bulletin: "All of Alibaba Group's subsidiaries and business units from now on will never and Zhou 祎 investment and associated companies have any business dealings."

Baidu VS 360

As mentioned above, Baidu and 360 in the malicious plug-ins on the outbreak of conflict. 360 launched the search business, 360 began to compete for Baidu's core business market share. The conflict between the two sides has gradually strengthened.

Third, where is the dispute of cooperation?

Now, Baidu and 360 need to stick to their position in the search engine, and Alibaba needs to stick to its position in E-commerce, for each, this challenge may be the collapse of the cooperation of the foreshadowing, contradictions in a day broke through the bottom line.

Earlier, the conflict between micro-letters and basic telecoms operators stems from the reluctance of the underlying carriers to be piped. In this case, Baidu and 360 as a search for the most feared thing is to be piped. Amoy Nets and Baidu cooperation details temporarily unknown, referring to the common way Ali advertising, Taobao Guest is a possibility, this is based on CPS, but Baidu may also be in the form of CPC. Amoy Nets and 360 of the cooperation, directly opened a 360 of the two-class domain name, the common Taobao guest structure has emerged, indicating 360 in this case the role played in the 360 navigation site is the same.

To advertisers, advertising alliance operators to appear, Alibaba fully has and Baidu, 360 bargaining chips, and this chip in contention is the search engine to become the power of control, Alibaba's ads and Baidu Alliance, 360 Effect Alliance, the eyeball platform conflict.

Users can not distinguish between ads, click on those text shows "Taobao" the possibility of the link is enhanced, and those who alone, directly to Baidu and 360 to buy the key words of the ads will be challenged, its flow into the decline can be imagined. This means that Alibaba and Baidu, 360 of cooperation may let Baidu, 360 of their respective advertising alliance to be eroded. When the ads from the simple complaints become not to pay the start, Baidu and 360 of the heart of cooperation will be likely to be shaken, long tail and go to the center of Baidu and 360 spontaneous advertising platform to profit the key.

The question above comes from the advertisers who pay the bill, and the following questions may face some form of competition. When Alibaba Group with the help of Baidu, 360, Sina microblog and its Taobao, Day Cat Mall resources to help push a Amoy net, a Amoy net growth rate can not be ignored, maybe one day we will be able to see a Amoy search engine share ranking, at the same time will jump over the activity of lower, such as search, Baidu, Google China and other rivals. Amoy nets and the above general search engine in the content of the differences can not be denied, but a amoy behind the Ali Mother Advertising Alliance will be real erosion of the advertising revenue of the search engines.

Here also want to mention that the media had previously Zhou to create a search engine complex people. But here, I would like to also define Ma Yun as a person with search engine complex. Small number of Alibaba to develop the original location, in the search engine area Alibaba has done these things, Alibaba acquisition Yahoo China, Alibaba Research and development and release Taobao independent search engine, Alibaba launched a Amoy network and Taobao and Cat Mall search to a Amoy processing, Alibaba has joined hands with Yunfeng fund to hand in the dog, Enable a search of the domain name used for video vertical search.

Recently, Alibaba enabled the two-level domain name s.aliyun.com this February. From the site's Level two page, Aliyun search will also be a universal search engine. Ali's data processing capabilities will be at the heart of Alibaba's potential to join the search war in the future, given Alibaba's mentality of controlling the flow portal.