To reshape everyone: move the end to avoid bat, pay attention to 56 and games

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160 million U.S. dollars will be glutinous rice net 59% of the transfer to Baidu, everyone does not need to be again for each quarter of the earnings loss worry, this is a good deal for everyone. But when mainstream internet companies are moving aggressively into mobile internet this year, it is a problem that everyone has to live and develop in the environment of the bat-dominated world.

Can't break the wrist with bat, how to broken the bureau?

There are three Hubei people in the Chinese Internet circle, Lei, Zhou, Chen Yi Zhou. Three people are different, but there is a common characteristic--good at capital operation, Millet, 360 and everyone is a masterpiece.

Back in 2011 when everyone went to the United States to go public, Renren corresponds to Facebook, glutinous rice nets corresponding to Groupon, Jingwei Network correspondence LinkedIn, then spent 80 million wholly-owned acquisition of video sharing site 56 nets, and corresponding to YouTube. It can be said that everyone's every move is very focused on the capital market to tell stories. Unfortunately, after the listing of everyone in the two years, Sina Weibo and Tencent micro-letter has turned out, to Renren has brought a great impact on the stock market has never returned to the beginning of the good.

The situation of everyone in the present, in fact, 32 words can not explain clearly.

On the one hand, Tencent, the biggest competitor in the social arena, is clearly out of the way, and Tencent is a competitor to everyone's gaming business, and Renren still occupies an absolutely vital position in the assets of the entire group of people, although the chances of being a profitable core are small, but for the gathering, Settling users and supporting the line of business is still important; Glutinous rice has been married, the next Baidu overall acceptance of the possibility is also very large; 56 net after being acquired for 2 years, rely on social resources to continue to do UGC, while doing micro-films and homemade programs, to keep the video industry in place.

On the other hand, Baidu and Ali successively for the overall layout of mobile internet spending, Baidu 1.9 billion U.S. dollars to acquire 91 wireless, 370 million acquisition of PPS, 160 million strategic investment in glutinous rice, Ali 586 million investment Sina Weibo, 294 million stake in the German ... For the 10 hundreds of millions of US dollar market capitalization of everyone, perhaps Chen a boat should study a little bit of limbo, the essence of it is to use subtle steps to avoid the enemy's attack. It's better to promise not to hurt your strength, and then to plan ahead.

After all, everyone still holds nearly 900 million dollars in cash and short-term investment, hills not worry about firewood burning, so much money saved not spend, Chen a boat must have their own abacus.

Recruit people: mobile Internet transformation to avoid bat, do not give up 56 and everyone game

1. How to avoid bat? There is only one answer: subdivide the difference. Creating a successful platform tool is increasingly difficult, especially on the mobile internet.

The recent spread of the internal mail show that everyone has indeed begun to plan for transformation, but the so-called "future Renren from SNS to SMS (Social communication services)" seems to be just a smokescreen, imagine if everyone also do mobile end IM, can also be recreated a micro-letter? NetEase in the period of time before the large-scale momentum push letter, There are a lot of friends around the installation, really strong momentum, but later the actual effect is not difficult to ideal, at least found no one who often in the use of easy letter.

For everyone, at this stage the most important thing is to comb the assets, focus on doing 1, 2 things, mobile internet or games, are very promising. See more clearly, bet out-lawed also want to do well, see not clear, oneself stones not as good as pull Gao Shuai together play. For example, Baidu stake in Glutinous Rice, is a good way.

Everyone was in 2012 to create several mobile internet "killer Application", but later "Kiss" and "Meimei" obviously not successful. A lot of people hold to see the mentality of the joke that everyone hides early, in fact, can not be. The current mobile Internet field, in addition to micro-letter, there are a few can really be called "Killer application" (Welcome to comment)?

In the mobile Internet, in addition to social communication tools, video, games, text, music is a promising field, any one area is good enough, can be proud of a side. such as mobile video, such as hand travel, such as mobile phone reading, such as mobile music, the first two are at least tens of billions of market size.

2, for everyone, 56 nets and everyone games are very valuable assets.

In 2011 after the acquisition of the 56 network in the media interview, Chen once said "acquisition of 56 for everyone's video strategy is very important", and stressed that Renren will be integrated with the 56 network, because everyone users have a huge demand for video upload, especially with smart phone upload video. The advent of the mobile internet era, so that the 8-year UGC 56 network is likely to usher in the second spring.

And the performance of everyone's game also deserves everyone to continue to invest more. Net operating income for everyone in the second quarter of 2013 was 43.4 million U.S. dollars, online gaming revenue of 22.8 million U.S. dollars, game revenue has accounted for the overall income of 52.5%. With the end of the tour, page tour growth slowed down, hand tour market prospects are good, as soon as possible to establish close contact with overseas game companies, expand the hand tour to promote resources, such as a series of foundation work need to start as soon as possible.

To reshape everyone, this is a more realistic choice of Chen Zhou.

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