Walk through the "about Cannon", Mo mo how to go in the future?

"About cannon artifact" Mo Mo finally to go public. In fact, before the MO has begun to wash white, the purpose is very simple, is to today's IPO plan. It is reported that the United States Securities and Exchange Commission (SEC) has publicly submitted an IPO (initial public raise shares) application, to open financing 300 million of dollars. The Momo plan is listed on the Nasdaq exchange, the stock trading code is the same.

Set to start?

The prospectus showed that in the second half of 2013, a commercial trial began, with income of $3.1 million trillion, and 13.9 million in the first half of 2014. At present, the main income of the MO is divided into three parts: User membership fee, game income and other categories (including pay expression, mobile marketing, etc.). In the second half of 2013, membership fee income of 2.8 million U.S. dollars, 2014 first half of the membership fee income of 8.74 million U.S. dollars, as at September 30, 2014, the number of members reached 2.3 million. In the second half of 2013, Mo Mo Mobile game revenue for 92,000 U.S. dollars, 2014 first half of the game revenue reached 4.438 million U.S. dollars.

Visible, MO Mo this year's performance is not bad. However, the MO is still in a loss state. 2012, 2013, 2014, the first half of the net loss is 3.8 million U.S. dollars, 9.3 million U.S. dollars, 8.3 million U.S. dollars. In the first half of 2014, as a result of the large-scale brand advertising, the street sales and marketing expenses reached 9.07 million U.S. dollars. As of September 30, 2014, the total registered user of Mo Mo is 180.3 million, September 2014 month active user 60.2 million, average day active user 25.5 million.

Mo Mo in August 2011 officially on-line. Four rounds of financing were experienced between April 2012 and May 2014. April 2012, by the latitude and longitude of China's main vote, the Mo completed a round of financing. The July 2012 B round was jointly invested by Alibaba, Jingwei China and DST. March 2013, Alibaba, Jingwei China and DST joined together in the C-round investment. May 2014, the D round financing participants include Sequoia Capital, Yunfeng Fund and Tiger Global Fund. After four rounds of financing, the MO obviously also should enter into the set stage, VCs need to see where the final income, listing is the inevitable outcome. At present, the founder of the Yantan is the largest holding shareholder, accounting for 39.8% of shares, Alibaba is the largest institutional shareholder of the Mo Mo, accounting for 20% of the shares, Jingwei Venture is followed by 19.9%.

With regard to the usage of mobile social tools, MO says that the amount of information sent daily is 655 million, which is equivalent to sending 26 daily active users every day. 63.5% of the chat information takes place between friends who have already paid attention to each other. The IPO financing will be used mainly for research and development spending, strengthening the company's existing technology infrastructure, and will also be used to expand sales and marketing operations, as well as other acquisitions and investments that will help the company's business, he said.

Strangers to the social white wash

As we all know, in the acquaintance social circle, the micro-letter one alone show, few opponents. But in the stranger circle, the current Mo's advantage is bigger. In the PC Internet era, YY's emergence, occupy a corner of the market, but also successfully listed. Into the internet era has begun, MO now also come to the stage of listing. The stranger to the main social networking, for a time to become "about cannon artifact" pronoun. And the original intention is based on lbs strangers social, but the market once thought that the stranger social networking in a way is a "toy", more emphasis on entertainment, including some edge effect. In fact, the stranger did not get rid of this doubt.

However, the figures show that the demand for social models of strangers is still strong. This is different from the micro-letter, micro-letter is the social framework of acquaintances, more user stickiness. And the MO is in the stranger constructs a kind of fresh, stimulates, the exciting opportunity, also is the process which is similar to the curiosity. Especially for young people, the sense of the existence of the stranger more strongly.

In the "About Cannon" in the criticism, Mo Mo experienced the primitive accumulation of data and users, if the listing, it is necessary to wash white. After all, the need to give the capital market a beautiful development prospects planning, so the MO began to constantly adjust their own market positioning and influence in the user. In order to be able to reshape the image, MO has joined the LBS group function, through the interest to strengthen the social relationship between strangers chain, so that they can develop into a strong acquaintance social. In addition, the MO also tries to import the user's mobile phone address book, strengthen the function of the social chain of acquaintances, and the micro-letter is different, the people of this kind of acquaintances social more emphasis on lbs function, that is, you can see friends from their position, at any time to facilitate the social development online from the line to meet, this way is also quite popular with users.

In addition, MO currently has mobile phone game business, but the ability to become general. There are also O2O products to the shop, in this respect the current market competitors are also many, there is currently a direct number of Baidu, micro-letter public number, as well as mobile phone QQ Life Service number, these competitive relationships in the coming period of time to see whose services can attract business attention, but also to the real business to bring the flow of the opportunity to cash out.

How much more mobile social opportunities are there?

We see the current support for Mo's revenue mainly from membership fees and mobile gaming costs. With the gradual stability of the crowd, in the membership fee on the improvement of the space should not be very big. Then a key development area for the future may be the hand tour. including Mo mo to shop pass such O2O product application can bring how big business opportunity is also very important.

After passing the "about Cannon", if a successful listing, the future of the revenue development will become very critical. Although now can carry the development momentum of the micro-letter to compare the layout. However, the revenue will determine the future market trend of Mo mo. For now, bat giants are laying out the opportunity to move the Internet, in particular, the O2O layout of direct even merchants may be the most important, whether it is Wanda to join hands with Baidu, Tencent O2O layout, or Baidu direct number, as well as micro-letter public number, mobile phone QQ Life service number, are in this opportunity. It is worth noting that this kind of merchant development opportunity is not a single enterprise can take all. Therefore to the MO also brings the opportunity. Of course, the key is in the experience, especially for strangers attraction experience, it is not possible to find a very good business fit point will become very critical.

In fact, the Stranger is a "covenant" between strangers, then in the catering, coffee, tea, K Hall, hotels and other commercial users there is a great deal of business opportunities. For the development of hand travel, relative to the micro-letter of the hand travel intensity, there is a lot of room for improvement, of course, the premise is to be able to find continued to attract users of the hand tour products, this may also be the next important source of income of Mo mo. However, the past season of hand-travel products is very fast, if you can not find continuous game product support, it is difficult to obtain better revenue opportunities. In these several revenue models, the MO still can find a new profit point?