The gold is digested, is UC still far?
Recently, UC has done two things to brush the sense of being.
The first thing is to find the IT research center to publish a report of its own mobile search market, the research center is the previous report that UC browser market share plummeted in the home, then UC also scold this institution immoral. Ironically, in another report in the research center, mobile search is Sogou, UC's God Horse Search ranked sixth place, the share was ignored.
The second thing is, find the marketing account "item" made a purely concocted data, and then various announced God Horse Search second public relations manuscript flying. The report Baidu Mobile search share nearly 80%,uc of God horse Search share 9%, 360 is completely thrown out of the list. And do not say that the data of the report objective authenticity, only from the report of the roughness of the leakage form is very credible.
It may always be a mystery who is moving the search dick. But with the UC Ali acquired, it became the second "gold" fate is inevitable. Previously, in the UC public Relations manuscript pointed out: Ma Yun from holding a wholly-owned acquisition of UC, the main goal is to collect Yu this person. As for UC, it is enough to provide the diversion of the mobile end of Taobao.
Prostitution Ali UC and the fate of the same
Back to see the UC, Ali's path, not hard to find, and the same as the gold. First of all, the two "prostitution" before the scene, UC in the mobile browser market once claimed to share first, and the gold map to Ali when "son" before, also in the mobile phone map and navigation market occupy a leading position.
But with the development of mobile Internet app, as well as Baidu, Tencent Camp mobile phone browser, mobile phone map and other markets, the impact of gold, UC are beginning to decline, UC market share and user activity is not as good as before, and the main products of the High German navigation has also been reduced from 50 yuan to 6 yuan "freezing point promotional price."
Anxious to get out of the dilemma of UC and gold, have chosen the "prostitution" this road, and the two of the king is Alibaba. May 2013, Ali 294 million U.S. dollars to acquire 28% of the group's shares, one year, May 2014, Ali and UC gifted to the outside world announced that Ali to 3:7 of the proportion of shares in UC. and Ali acquisition of gold, UC purpose is very obvious, on the one hand, in order to use the High German, UC, sniper Baidu, Tencent products, lest in the mobile end of the move is "BT" camp dumped too far. On the other hand, is to ease Ali's "entrance" anxiety, borrow "dry son" for "son" phone taobao diversion.
But who did not, sold behind the gold, UC and failed to fight against Baidu, Tencent, first Baidu map overtaking, Gold suffered a heavy blow: one is a serious loss of share, watching Baidu map into the market boss; second, was forced to free, the results of a sharp decline, the first quarter of 2014, Q1 Gould's total revenue of 23.1 million U.S. dollars, down 32.7%, the first quarter net loss of 46 million U.S. dollars. UC followed, according to China's IT Research Center (Cnit-research) published in the "2014 Q1 China Mobile browser Market Monitoring Report" showed that 2014 Q1,uc market share of 41.7%, and UC last year announced four quarter 60.4% compared to the decline of 18.7% 's Share. And the corresponding, Tencent QQ mobile phone browser, Baidu Mobile browser market share has risen to 20.9% and 20.1% of the proportion of mobile browser, the United occupy half of the.
Failed to complete against Baidu, Tencent product mission of the German and UC, the successor of the fate of more similar. In February 2014, Alibaba announced a cash takeover of the company's shares in a 21-dollar price per share of the US depository stock. UC also announced its wholly-owned integration into Alibaba Group in June. But what does this wholly-owned subsidiary mean? On the surface, backed by a big tree to cool the shade, even if the loss of a large patron magnanimous. But deeper? means that the two will completely lose their chance of independent development. Back to the previous article said Ali acquisition of gold, UC two-tier purposes, the first level can not be achieved, then the second layer of "diversion tool" to occupy the main purpose, I do not know has been roaring "mobile search How to Do" Yu, facing the future will be full time for the mobile phone Taobao "Shopping Guide" fate, how to react?
Ali acquisition trap "Vicious Circle" UC etc Mingtu worrying
Some people may say that it is not objective to compare with Gould. Let's take a look at Ali's acquisitions in recent years, we can see that the fate of the gold and UC is not accidental, Ali acquisition has fallen into the "death circle."
As we all know, Ali in order to go public, only 2014 in the first half of the acquisition of 12 companies, and in the past 10 years, its investment in mergers and acquisitions of more than 20 companies, "sweep" has become one of Ali's important tags. And the purpose of these acquisitions in addition to listing, there is a building on the moat, to prevent Baidu, Tencent in the mobile internet field of attack, after all, at present, Ali at the mobile end of the performance is not prominent, Baidu, Tencent two camps on the mobile side of the performance of its oppressive feeling strong.
But not sweep the goods, can build into a river, we still have to see how Ali the effect of acquisitions in recent years. Without mentioning the earliest Yahoo China, we all know that this is the biggest failure of Alibaba since its inception. And after this, rests in the Enterprise software service Phpwind, million nets, Cnzz,saas and Auctiva, mostly revolve around "how better buys the thing" this point carries on the acquisition and the operation, but the effect is not ideal. In addition, logistics, the most logistics, the stars nasty, a Tatsu, the stars have been poured out, the logistics still burning money, a Tatsu business has reached the top, bought is to do a concept for listing. In the O2O aspect, the problem is more obvious, the previous acquisition of the Itutong has been missing, Tintin net lost to the public comments, the U.S. regiment struggling to support, there is no way Ali and the acquisition of gold, said that the loss of revenue, the share of the decline and the stock crash has been very clear. Look at the social platform, Word-of-mouth network has been in the ashes of Taobao split, Sina Weibo? We all know how many people are playing. As for the shrimp net, culture China, Ma Yun, do you really know what you're doing?
The above also omitted the concept of the search involved in the field, before the Sogou, but Ali a good strategic investment, combined the strength of the entire industry may not be able to build a Baidu's opponents, but the survival is still not a big problem. Unfortunately Sogou two years later by Sohu repurchase, hand over to Tencent, to their own no more than an opponent. And Ali himself do a Amoy nets and other search products, is congenitally deficient, eventually did not survive. As for the UC acquisition, which has been said a lot, it is worth mentioning that, since the purchase of this "dry son", the outside world to hear the most is UC and find fault with Baidu mouth war, but actually did what, that "God horse" in the end is what, really or a do not know can solve the mystery.
by the above, Ali makes investments and mergers and acquisitions, basically in a vicious circle: investment--doing poorly--buying--and not doing well--doing one's own--giving up--is starting again in another area, where the reasons vary, But to be sure, no matter from which point of view, the future fate of the acquired enterprise is problematic. And whether UC can get rid of become "next" the possibility of the gold, the author though not hopeful, but also do not judge.