Recently, PPLive, Suning and Lenovo Holdings of Hong-Yi Investment in Beijing jointly announced that Suning combined Hong-yi Strategic investment PPLive 420 million U.S. dollars. This is another major acquisition of the video industry since May, when Baidu announced a 370 million dollar cash acquisition of PPS video business and merged with its Archie. As one of the most popular Internet applications, the market value and strategic function of video have been paid special attention by the Giants, and the industry has entered a new round of integration period. After the potatoes, PPS and pplive have found buyers, who will be the next object to be acquired?
56 net biggest potential buyer-Baidu Archie Art
Always adhere to the UGC business development of the 56 network has the largest UGC video resource pool, since 2011 by everyone since the acquisition, with the help of everyone user resources, fully ingest social flow dividend, completed the video social strategy deployment. This year 56 in the content direction began to focus on "quality original", the formation of UGC, PGC (micro-film, Third-party original program) and 56 produced pyramid-style products original content system.
56 Nets adhere to the 8-year UGC mode will usher in the dawn. First of all, the rapid development of mobile Internet once again let UGC short video become the focus of video industry attention, in particular, Tencent online micro-vision, "micro-letter + micro-vision" mobile social + short video-sharing combination of instant detonation of the short video market, which focused on UGC 56来 is undoubtedly the industry's good news. Second, the long video market has gradually formed a giant competition from the situation, a few may be acquired or sold long video sites have been sold, long video market pattern has been basically formed, but there may be a variable of the rest of the Thunderbolt to see.
In UGC market positive and long video tends to stabilize the double factor, or will promote 56 for the next video industry acquisition object. For UGC, Tencent Video and Sohu video, which need to complement the video short board, the 56 web is a great attraction. What's more, the 56 network also has an online show "I Show", for the replenishment of cash flow, increase user stickiness, to meet the needs of different users have a very large market value.
And a long time ago rumors of Baidu is approaching the acquisition of everyone. Baidu has just been to everyone under the strategic investment of glutinous rice 1.6 U.S. dollars accounted for 59% of shares, which laid the foundation for further acquisition of Baidu 56 net. From the industry news and market conditions, do not rule out Baidu Archie Art has acquired 56 network of possible.
Thunder to see the biggest potential buyers-Sohu video
In the potato, PPS, pplive after finding a new owner, Thunderbolt to see the Long video field is the only high-quality resources, in the video industry into the era of spell giants, the Thunder to see the future to stay alone some difficulties, perhaps looking for resources to the advantage of the giant cooperation to ensure that the Thunder to see more on the
Last week there was news that "Thunderbolt has seen with the Sohu video to reach the cooperation agreement on capital", in the purchase of PPLive, the Thunderbolt look to become the acquisition of Sohu Video object. Thunderbolt founder Shenglong Once "willing to accept the injection of Sohu or with Sohu joint venture company" is to let Sohu and thunder marriage is full of endless imagination space. Long video industry is restructuring, Youku potatoes, Archie Art PPS has formed two major camps, which is still relatively independent Sohu video and Thunder to see quite unfavorable, the two deep cooperation or comprehensive integration will be in the new situation of market competition to make a positive response.
Sohu Video focus on episodes and variety shows, and thunder to see the strengths in the film and animation, the two business is extremely complementary relationship. But the only problem is shenglong to seek an independent listing of the plot, but since the 2011 Thunderbolt overall impact of the IPO has not been, the Thunderbolt look has been in the last year since October 15 onwards independent out, this may have for Sohu video and Thunder look at the marriage paved the way.
Cool 6 Biggest potential buyers-Tencent video
Cool 6 is the most experienced video business, endure a variety of storms, the video industry has been the first three, the success of the backdoor to the United States listed, was a grand acquisition, CEO Runaway, performance decline in the transition of short video UGC, cool 6 roller-style development process eventually fell to the transformation of the UGC business.
For the grand speaking, Cool 6 has become a difficult to give up the heart, Chen once lofty not let cool 6 success, but worse, become a always want to sell rotten tail business. As early as last year during the formal transformation of the rumors 酷6网 last CEO Shi Yu had contacted with Baidu merger matters, but the two sides did not reach agreement. Cool 6 of the growth process and the internal relationship is quite complex, after having established some kind of link with everyone, now Baidu is more likely to acquire 56, but not cool 6.
Not long ago, cool 6 share prices have fluctuated sharply, the industry suspected cool 6 will have capital operations, it is widely believed that new buyers will take over cool 6. In addition to Baidu, Tencent and Le Vision are also considered potential buyers, however, the current focus on video content and hardware terminals in the eco-system layout, will not have the energy to take into account the short video business or cool 6 strong interest, the remaining biggest buyers left Tencent.
This year, Tencent Video began to create a short video UGC platform, has been on the line v open platform and micro-vision two short video UGC business, for tyrants Tencent to buy Cool 6 will quickly supplement the short video content, Tencent v open platform and micro-vision two business development to provide a great help. Now see how cool 6 can impress Tencent video to buy.
Six rooms maximum potential buyers-Lok view
As a representative of the video site transformation, six rooms are very representative, at present six rooms in the show field small achievements. But after 9158 of its profitability was bombed by the media, many internet giants are entering the video show, and the influx of giants will increase the competition in the market, and it will be in jeopardy for the relatively thin six rooms.
In the 11 period, the Lok view was rumored to be suspended for the acquisition of six rooms, the final fact is the acquisition of Flower film and television, but the purchase of six-room music may be worth further discussion. For already involved in terminal hardware, the first to enter the living room of the music network speaking, accept six rooms may be a good choice, music as the "platform + content + Terminal + Application" Ecological structure has been basically completed, the next step will refine the content layout, video Show field is a blank area of music, And this business is likely to play a pivotal role in the music-vision ecology.
Le depending on the ecological revenue will be content-oriented, so its demand for content is very large, in the content of the downstream layout has been basically completed, the need for further expansion of music to bring profitable business, video show is a good choice. The video show is on the PC side, but it may be able to grow further with the help of the Super TV.
A business that can meet the needs of users and bring considerable cash, will it be possible to buy six rooms?
Sina video biggest potential buyer-Ali
Another thing that has to be mentioned is Sina video. At the beginning of September, it was reported that Ali in the investment Sina Weibo, the next step may invest in Sina Video, Ali early from 2011 has been in the field of video shopping to do a positive attempt, but the current video shopping opportunities for development is still immature, but Ali on the video business is increasing the heat. Earlier, Ali also involved in bidding for PPLive, finally PPLive chose Suning, in the video market does not have too many good resources, Ali eventually targeted the target in the Sina video.
Sina video business is relatively single, mainly concentrated in sports programs, more specifically Sina Sports is famous for the NBA live. This August, Sina again and the NBA to reach a partnership, will have a number of NBA events exclusive broadcast rights, rumors of the cooperation of the total price of more than 100 million U.S. dollars. Ali Investment Sina Video is very likely, both sides have become partners in micro-blogging business, will extend the partnership to both sides value the video business is also promising.
Conclusion
The video industry's integration period is continuing, who is the next to be acquired? who is the buyer? It is not conclusive, but it is certain that no giant to do the support of the video site in the next fierce competition in the market will be difficult to survive. There are still a few chess players in the video industry. This also let the industry is still full of variables, Baidu wholly-owned 56 nets, Sohu video of the marriage of Tencent video, Ali join hands with Sina video to take the Thunder to see the purchase of cool 6 and six rooms are not impossible, everything is still running development, everything is possible.