Weibo strong romantic SNS community face yesterday's embarrassment

Someone pressed a smile, someone said "slapped". In the recent publication of the Second Quarterly bulletin, for most unsatisfactory figures, the internet giants are also a worry.

Around the competition for advertisers, respectively, Sohu (Sogou), Youku potatoes, everyone for the representative of the search, video, traditional SNS these three camps, in the flow of liquidity has been a clear watershed. It is not hard to see from the earnings, in the case of the net profit is falling, the business model of search and online video is still the "Golden Rooster", but in the micro-bo strong shunt, the old hit SNS community has been facing the embarrassment of yesterday.

Jianzaixianshang combined with excellent soil

This Monday, Tudou, Youku, one after the first published their two quarterly bulletin. This is also the month before the upcoming general meeting of shareholders, the last time the two sides in the form of "separation" of the transcripts presented.

In two earnings, the high growth of the advertising revenue figures eye-catching, but the expansion of the loss can not be avoided. Potato Q2 revenue of 171.9 million yuan, an increase of 47.3%, net loss of 154.7 million yuan, the same period last year net loss of 78.9 million yuan, and cool income of up to 387.4 million yuan, an increase of 96%, but due to the cost of options and merger related costs, net loss also reached 62.8 million yuan, Expanded 123%.

The formal merger of Youku has been a foregone vote after the general meeting of shareholders on August 20, and there is little concern about the current loss, given the high level of synergy between the two sides on the future. Youku sources said that the growth in the last quarter mainly from The Advertiser's bullish, the average input from 900,000 yuan to 1.7 million yuan per person, the number of brand advertisers from 260 to 283.

The potato side is optimistic that resource sharing will lower costs for both sides and cost growth below revenue growth. and the advertising system through, advertisers can be a combination of cool potatoes to put together, the Matthew effect after the holding group is stronger.

However, in the existing content, user groups, customers on the "1+1<2" homogeneity of the problem, is still the focus of the competitors coveted. There is a point of view, the "potato let out" and "Youku can not eat the" market share will be the flower who home, perhaps Archie Art, Tencent video, music, such as video site very good on the upper chance.

Veteran SNS against "over gas"

In the video site to carry out rear-ended war, Sina Micro-bo accelerate the business of the current, and the former advertisers bustling surrounded by the pomp, compared to the hit "Old generation" SNS site is facing the embarrassment of excessive gas.

Yesterday, the company announced the second quarterly report, when the revenue received 44.8 million U.S. dollars, but the net deficit reached 24.5 million U.S. dollars, compared to the same period last year from the surplus to losses. In last year's Q3 and this year Q1, everybody loses 1.2 million dollars and 13.6 million dollars respectively, the figure unceasingly doubles.

In the case of Renren, the average daily flow is still abundant, for loss reasons, Chairman Chen Frankly, brand advertisers have lowered the advertising investment in all online. In the earnings call, the Morgan Stanley analyst questioned whether advertisers were moving budgets from everyone to other platforms, Chen Yi Zhou to give a positive answer: "Our top two competitors to strengthen the efforts to attract brand advertisers, coupled with their brand is relatively well-known, these factors led to increased competition." CFO Huang predicts that its advertising business will continue to slide in the third quarter.

Of course, there are still some who are optimistic about the future of everyone, even though everyone's share price has just fallen to a new low at the end of last month. But in the former view, this is "lying gun" helpless performance. The so-called "Chinese version of Facebook" is naturally hard to get away with, as foreign giants Zynga's second-quarter quarterly loss of 22.8 million of billions of dollars has led to a plunge in Facebook.

Another concern is that everyone's advertising revenue has shrunk to two-thirds of its gaming business. In the recent ChinaJoy, Chen has seen mobile gaming as a strategic focus for the future, and believes the game will be the first mobile business to be effectively monetization. But for analysts concerned about the future business model of the Hand tour, Chen a boat has not been able to answer head-on. "Regarding the charging mechanism, the mobile phone is based on the iOS system, but there is no payment solution in Andorid." ”

Reporters also noted that everyone reported a bright spot: 56 net has achieved 1.5 million of dollars in revenue. While this is less than 4% of its former rivals Youku's earnings, the return on investment is already apparent to everyone at the 80 million dollar purchase price.

Sohu to see the weak micro-broad war

Multi-line Operation Sohu, the day before (7th) also published two quarterly bulletin. Its total income of 256 million U.S. dollars, the chain growth of 13%. Net profit is 16 million U.S. dollars, the chain down 31%. The results of this surprise, its management explained that the main reason for the decline in net profit by the copyright market impact, resulting in about 15 million dollars in video content impairment costs.

CEO Charles Zhang on the next stage of the idea is very clear, he was not in the conference call, and in the past two years, Sohu did lose the microblogging competition. Earlier, he was in the micro-Bozhong frankly "micro-bo and micro-letter fan himself two slaps." "As in the 1999 when the QQ rise of the situation, we need to Sohu and sogou SNS genetic reconstruction." ”

Zhang is optimistic that Sohu is a group structure, with a number of business. Through the continuous mining of media and content, as well as the increasing interactive features, we can expect to become stronger in video, Sohu, desktop services and so on.

The facts are also a preliminary proof of this view. According to the same year's second quarterly survey of Sogou, the quarter achieved revenue of 30 million U.S. dollars, more than expected, compared with the same period 2011 growth of 123%. If according to the 370 million users in the Iris report calculation, Sogou has been qualified as China's fourth largest internet company, the top three are Tencent 443 million, Qihoo 360 425 million, Baidu 406 million.