Internet 2010

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Ma Huateng casually flipped through the information on the desktop.

As a listed company, Penguin has to make financial report disclosures in the first quarter of the year. Listing means making it public. You have to let investors know about Penguin's operations. The information is to ensure a basic transparency, so that others can judge whether they should buy Penguin's stock.

The report sent to Ma Huateng now is the report that has been audited by the cooperative unit. In a few days, it will be released to the market.

The data is dazzling. It is estimated that Huaxia will never find another Internet company with such a dazzling financial report.

The revenue of nearly 30 billion yuan has increased by 10 billion compared with the same period last year.

Game revenue accounted for half of that, reaching 15 billion, contributing to an increase of 6 billion. It can be regarded as a very large contribution to revenue growth.

And the profit of the whole group has reached 10 billion!

At this time, Liu Zhiping was also in Ma Huateng's office.

Ma Huateng asked, "Zhiping. What about other companies' disclosures?"

Liu Zhiping can understand who Ma Huateng refers to by other companies.

He stroked on his tablet, then said, "A thousand degrees."

"The whole of Qiandu's annual revenue in 2011 reached 15 billion yuan. Among them, the main online marketing services accounted for 14 billion of them. The other business income is almost negligible. The overall profit level is also good, reaching Around 7.5 billion."

Liu Zhiping went on to say, "However, the market's response to Qiandu is relatively good. This is mainly due to the fact that Brother Gu has withdrawn from the domestic market during the 10-year period. Compared with 10 years, the data of Qiandu in the whole 11 years are close to 100. % increase.”

Ma Huateng nodded slightly and saw the situation of Penguin himself.

In fact, several Huaxia companies are somewhat "lame" in business. The said bats occupy search, e-commerce and social media respectively, but you can look at the income, and the diversification of several companies is still on the schedule.

Penguin is the game that accounts for most of the income, and the social performance is not obvious, because it is one of the means used to catalyze the game business. Thousands of degrees are even more excessive, and the entire business income from selling advertisements on search engines exceeds 90%.

Of course, each family is well aware of their own minds. Putting tentacles at the door of someone else's house, if you don't do it if you have money, wouldn't that be a bastard? This is what it should be called, seeing other people make a lot of money, but not getting involved with jealousy, that is really not a good business.

Ma Huateng saw the group's online advertising business column, 2 billion revenue, less than 1 billion profit. There is room for improvement, but how fast the specific growth can be and whether it is worth spending money to chase it remains to be considered.

Ma Huateng asked, "How about the Dream Valley advertisement?"

After a while, Liu Zhiping said, "Mr. Ma. In 2011, the revenue was 1.8 billion and the profit was 600 million. Compared with 2011, the revenue increased by more than 800%."

Ma Huateng smiled for no reason. He knew that in the entire Dream Valley, Mengguang should be the first to enter the stage of making money, but he really did not expect that Mengguang's growth in the field of mobile advertising would be so fast.

This revenue alone is almost catching up with Penguin's advertising business? !

Ma Huateng rubbed his fingers and thought about several businesses of Dream Valley advertising.

In-app advertisements, banana channels, WeChat public account advertisements, WeChat Moments advertisements, Wei Toutiao advertisements...

In a few places, the micro headlines are negligible, and the promotion effect of WeChat in Mengguang is probably very large. Ma Huateng didn't think too much about how the profits of Weixun Mengguang were divided, and he couldn't think of a reason.

Ma Huateng said, "Do you think that the Group's emphasis on and investment in mobile has not been big enough in the first two years?"

What is Lu Zhou's dream to do, what is this called?

Quietly entered the village, and suddenly got a big piece of meat in a newly developed field.

Liu Zhiping said, "Mr. Ma. I think things should be understood in this way. There are too many sub-sectors in the market, and there are individual entrepreneurs who have been cultivating certain markets earlier than us, which is normal.

The group is large, and it is not easy to adjust major strategies. For Penguin, WeChat is a more important strategy in the past two years.

And, in my opinion, the mobile application field that Mengguang relies on is rootless. It plays a huge role in the early stage, and it can also grow rapidly with the help of the development of the mobile phone market. But once there are a few players in the mobile phone market, there is no room for third parties to intervene in this market, and mobile phone manufacturers will eat up this part of the profits.

Even if it only relies on pre-installation, the income of mobile phone manufacturers is much higher than that of Mengguang. "

Ma Huateng smiled again after hearing this.

It’s okay to say that the scarf is important, that’s because there was no WeChat at that time. There is no problem in saying that WeChat is important, but right now Leng Shengsheng is the WeChat that can't beat Lu Zhou. What kind of strategy is this right?

And Liu Zhiping's judgment on the application market is actually quite correct. But Mengguang only relies on the banana part?

Obviously not. Ma Huateng believes that once WeChat goes further, Mengguang will rely more and more on WeChat for business.

This application market is so tasteless~www.readwn.com~ But Luzhou started with this, and then raised other companies. When the bananas really "yellow off", it's time to get up.

Ma Huateng sighed, "Mengguang is not the problem. The problem is exactly what you said about WeChat."

Hearing this, Liu Zhiping stopped involuntarily.

Ma Huateng said, "In China, WeChat is ahead of our tens of millions of users. If it is ahead of this amount, it may not be a problem in previous products. But the suction pump effect of WeChat is similar to that of a scarf. What I worry about is , In the end, even if the traffic is drained by the button, Xiaolong's WeChat will still fall into the field like the penguin's scarf.

And speaking of overseas, whether it is the acquired WhatsApp or WeChat's overseas layout, in a strategic sense, it is far ahead of Penguin by many steps. "

Ma Huateng paused slightly.

Penguin relies on the game's cash flow, but this may not be the only solution.

For Facebook, which will soon surpass one billion users worldwide, in terms of revenue, it can rank among the top advertising network media in the world.

Who else was there before? Like Goo.

In overseas markets, can't WeChat become a mobile version of Facebook?

Ma Huateng could not answer this question.

Huaxia 160 million, overseas WeChat 100 million, whatsapp close to 100 million.

He, Ma Huateng, said that he had the confidence to say that Kau Kau + WeChat is two-on-one, but now, it doesn't make much sense.

In China, WeChat can't beat it, and overseas markets, let alone WeChat, can't cause any resistance.

But the sky is so high that the bird can fly, and he just watched it.

Ma Huateng clicked his tongue twice, a little boring.

"Let's talk about Ali."

Liu Zhiping nodded slightly, "Ali's words..."

......