Chapter 747: Time Liu Chuanzhi (I)
Amazon's current market value is only about $120 billion, which is still far from its peak market value of $1 trillion, but with Zhou Shi's disruption and the impact of Time Holdings and Yahoo, it may not still have the glory of its previous life.
Why can Time Cloud become the second in the global market, Friends.com, Twitter, Netflix, Yelp, these big traffic users all use Time Cloud, and now there are start-ups such as Uber and Lyft, plus Time itself has many excellent products, such as Whatapp and Wechat have adopted Time Cloud. These are just his basic disks, and don't forget that there is NetSuite, the SaaS industry company second only to Salesforce, which is the world's most popular open source database MySQL, CRM, HRM, etc. Or it can also be thought of as the Oracle of the SaaS industry. The deep combination of cloud computing and SaaS, coupled with acquisitions in the marketing space, such as the acquisition of automated marketing tools such as Pardot, has helped NetSuite expand into this market. Time Cloud saves NetSuite's costs, and enterprises using NetSuite's services prioritize Time Cloud, and the two are mutually reinforcing.
Yahoo Cloud is promoted with the help of Linkedin and DingTalk, a communication software for auxiliary offices, of course, Yahoo Cloud is still in its infancy, and in the period of technology accumulation, the main task now is to migrate Yahoo's own services to the cloud. At the same time, with the advantages of open source and artificial intelligence, it can form a powerful impact on Amazon Cloud.
Amazon's development potential has decreased, and Zhou Shi is not so distressed about donating Amazon's shares, after all, it is a wealth of tens of billions of dollars! Yahoo and Time may not be able to reach such a level. It's a pity that some things are congenitally limited, and no matter how hard Zhou Shi tries, it is difficult to break through. For example, Yahoo's search is difficult to surpass Google, so the source of profit is limited. It has to compete with Google, Zuckerberg, Amazon, Microsoft, and Twitter, and it can be said that it is one of the companies with the most enemies.
Time Company is a bit complicated, and its source of revenue is now mainly games, but with the promotion of Time Android, advertising revenue has increased significantly. Think about Oracle's revelation in 2016 that Google had made $31 billion in revenue through Android, with a profit of $22 billion, a profit margin of 70%, which is not an ordinary scary. Although Time Android does not reach this level, it still accounts for between a quarter and a third of the mobile advertising market share (advertising revenue on the Android operating system, not the revenue of Time Android, this includes the revenue of other apps on the Android operating system). In addition to advertising, there are also app stores, the Google Play Store had $12.2 billion in revenue in 2015, and the Apple App Store had $21.5 billion. If in this life, Apple's App Store can occupy 5% of the revenue of the entire market, Google 30%, and Time 20%, then Time Android's profit through the App Store will also exceed 5 billion US dollars. In this way, Time Android's annual revenue will soon exceed $10 billion, and its profits will at least exceed $5 billion, and this number will grow for a long time. And this market has a scale of 82 billion US dollars in 2017, and it is estimated that this market will reach 157 billion US dollars by 2022, and even if Time Android only occupies 20% of the market share, it will have an annual revenue of more than 16 billion US dollars by 2017, as for the cost, that is, the cost of operation and maintenance.
Time's third largest source of revenue is cloud computing. Time's business model is relatively simple, not much different from Amazon's cloud computing, and it is also an enterprise with an annual revenue of 10 billion US dollars.
The fourth largest source of revenue is the big data department, that is, Whatapp, Wechat (picture social and time music, etc., which is mainly based on scale expansion in the short term.) If you can reach the scale of one billion users, it is not difficult to make a profit.
The fifth largest source of revenue is finance, similar to Ant Financial, an international version of Ant Financial. Although it does not have the support of Taobao, it has been able to get a good promotion around the world because of Yelp's internationalization strategy (Alipay's development in the United States is not restricted, and Huaxia enterprises can develop Internet finance in the United States, but ordinary enterprises do not have the strength to expand).
"Basically, that's all, wait until next year, Ng will return from Yahoo to preside over the development of Time Brain, so that Huaxia will not lag behind the United States in the field of artificial intelligence. Although Yahoo now has a certain advantage, but Google is the king in this field, they have the most talents, the most abundant funds, Google Brain surpasses Yahoo Brain is a very likely thing.
Time aims to be a market leader in all fields, and we will adhere to the core of technology and become a successful technology-driven enterprise!" Zhou Shi, the revenue of Time Holdings in a few years can be conservatively estimated to reach the scale of 50 billion US dollars, which is the scale of Penguin in 2018, but it should be done earlier than Penguin.
Opposite Zhou Shi is Liu Chuanzhi of Lenovo, Zhou Shi is looking for a host for time, and he pays attention to him. The only worry is that Liu Chuanzhi is the chairman of Legend Holdings, and letting him serve as the chairman of Time Holdings will make him feel insulting to him. In particular, Mr. Liu advocated trade, industry and technology, and one of his rivals advocated technology, industry and trade. Time Holdings is detached from this understanding, and is directly technology-driven, without factories and trade.
"......" Liu Chuanyi didn't say a word, and his mood was agitated
"The company structure of Time Holdings is relatively complex, and many things have not been made clear, such as the unified development of domestic and foreign businesses and relatively independent, and the domestic can manage overseas, and overseas can also manage the domestic. In terms of income, in addition to games, it is also mainly overseas, and even high-end technical talents are mainly from overseas ......" Zhou Shi
"Why did you think of looking for me, is it appropriate?" Liu Chuanzhi was not angry
"First of all, Lenovo is a world-renowned enterprise, Liu Lao as the chairman of the time is not easy to resist, remember a few years is our period of rapid development, at home and abroad will face a variety of complex situations, including privacy protection, information security, etc., how to maintain the company's rapid development in a complex international environment, this is a big challenge, there may be no more suitable candidate than Mr. Liu in China. The only thing to worry about is whether Mr. Liu can let go of his worries about Lenovo and let them face the challenges of the market. "Zhou Shi, when a company is developing obscenely, maybe not many people pay attention to it, but it is a bit naïve to hope that no one will be red when he continues to break out. First of all, Google will definitely find a way to crack down on Time Android, and in fact they are already doing it, Time Android is facing more and more privacy concerns. Whether or not there is a Google push in this, only God knows.
"Why don't you go to Li Guangnan, he is more suitable than me!" Liu Chuanzhi
"Trade and industry technology may be Mr. Liu's previous label, but after joining the time, Mr. Liu may have a new label!" Zhou Shi did not answer directly, but talked about several keys to the dispute between Ni and Liu, that is, the dispute between technology, industry and trade and the route of trade, industry and technology. It is also a place where many people in later generations criticized Liu Chuanzhi, saying that he did not have the foresight that an entrepreneur should have, not only is he not as good as Huawei's Ren Zhengfei, but if Li Guangnan presided over Lenovo, there would be better development......
(End of chapter)