The Thunder Bomb window was stopped, the consequence is very serious

Recently saw a report on the Internet, said the national Network letter Office According to the public report, on the dissemination of pornographic vulgar and false rumors information of the Thunder Bomb window service will take off measures, voice just fell, the Thunderbolt Information window service has been shut down. Some people in the industry think that this impact on the Thunder revenue is very large, how can this be good?

To look at the Thunder November released earnings, the results show, as of September 30, 2014, the Thunderbolt third-quarter income of 49.2 million U.S. dollars, a micro-increase of 1.5%, the chain also only increased by 7.6%; Net profit is only 300,000 dollars, the last quarter is 9.3 million dollars, the same period last year is 5.7 million dollars, chain, Year-on-year declines were 97%, 95%.

That is to say, the Thunder revenue scale basically does not rise, but the profit has slipped seriously, if wants to reverse the profit decline the situation, the Thunderbolt must by improves the service quality, the enhancement service content to raise the income, in maintains the profit margin not to fall substantially, the profit can rebound. But the situation is that when the window is closed, it will inevitably have a huge impact on its revenue, and it is unrealistic to say that profit growth is not.

Of course, because the performance is not strong, the business model is not sound enough, the capital market is naturally to vote by foot, in 2011, the value of the Thunderbolt was as high as 15 to 2 billion U.S. dollars. As time passes, the value of the Thunderbolt in the IPO has dropped to 6 to 750 million U.S. dollars, less than half three years ago. After the low valuation listed, the Thunderbolt's share price can not stop the downward trend, today's share price is only 7 U.S. dollars, not to the peak price of 16.18 U.S. dollars half.

In fact, the analysis of the Thunder of this series of events, can be said to be not a single factor, next, we will analyze why the Thunderbolt will fail, Thunderbolt can achieve the return of the strong?

One, blindly follow Tencent, leading to miss many opportunities

To say that the thunder of the vast majority of netizens impression, that is a good download tool, but only this. When the Thunder relies on downloading services to occupy users PC terminals, the first question is how, like Tencent, rely on a QQ open branches scattered leaves, bigger and stronger. But the thunderbolt obviously overestimated himself, I used to use the Thunderbolt, but immediately after using the switch off, it is impossible to hang up like QQ for a long time. Therefore, in this issue, the Thunderbolt has made a principled mistake, of course, will certainly miss some development opportunities.

From Bat three giants look, only Tencent is relying on client software developed, Baidu and Ali's position is mainly in the Internet terminals, so, the Thunderbolt blindly follow Tencent failed the possibility is very large, not to mention Tencent will not allow the Thunder in their own low nose to do it. So, the first abacus of the Thunderbolt was wrong.

Tencent failed to follow the same, meaning that the Thunder in the IPO can not copy the story of Tencent, in fact, even before the IPO, the Thunderbolt did not make the whole of it. There are investors on the clear, whether it is the performance of the Thunderbolt or team, can not see a special bright spot, its prospects are seen as a matter of course.

Second, directions, but lack of the overall grasp of the situation

After blindly following Tencent's failure, the Thunderbolt also thought of other diversified strategies, for example, into the smartphone industry, it is said to have made a Thunderbird mobile phone, by virtue of custom gimmicks, champagne gold color, 798 of the price, this phone has attracted a lot of users attention, but in fact, the Thunderbolt do not have much advantage of mobile phones, Thunderbird also nothing. Now look back, the domestic mobile phone is still the Chinese cool and millet world, like what 360 special machine, Aliyun mobile phone such as playing the Internet mobile phone stunt product is a speculation, now basically no shadow son.

Thunderbolt also made a what intelligent router, known as "the world's first will make money router", and does not say that the product is not listed, even if the listing, it is difficult to set off big storms. Because there are already some similar products in the market, such as the pole route, the small route, the millet route and so on, the competition is not very intense. Moreover, the intelligent route behind is actually the whole ecosystem competition, do you think that the Thunderbolt's ecological system has made Baidu, millet Mody?

Therefore, the Thunderbolt directions seemingly in order to find a breakthrough, but lack of the overall grasp of the situation, these measures are useless work. Of course, if not in the new field of rapid success, this will also be a major blow to the morale of the Thunderbolt.

Third, damage the interests of users, in order to make money too quick success

And more tragically, the Thunderbolt has now offended a large number of users, in the NetEase Report Thunder Bomb window was stopped, many users of this applauded, a netizen said, "The Thunderbolt without members are deliberately limited speed, members have to be platinum only," "Thunder deliberately blocked resources, forcing users to buy members" and so on. In short, the Thunderbolt in order to make money too quick, damaging the interests of users, long-term, will inevitably lead to the user's collective defection. What's more, such products as Baidu Cloud can also form an alternative effect.

For the Thunderbolt, now has to the situation of a tiger, if not fundamentally change the business strategy, not to restore the trust of users, the future is really worrying.