Chapter 405 [Yunge Search is finally going to make a profit?] 】
From the very beginning of WeChat, Luo Sheng has designed a large strategic path, namely: the introduction of acquaintance relationship chain, stranger relationship chain, offline relationship chain, revitalization relationship chain, and commercialization.
The meeting is still ongoing, Luo Sheng said in a deep voice: "WeChat to achieve success, must be supplemented according to actual needs, in the process of existing function iteration, its entire business structure, functional structure can not be too much changed, so in the future when WeChat adds new functions, we must fully consider the new functions including the current function backward compatibility problem, however, we only do the current most needed function, not greedy for more." ”
After speaking, Luo Sheng looked at Liu Jinlong, the person in charge of WeChat, who nodded again and again.
Luo Sheng emphasized again: "WeChat's functions can be more and more, more and more abundant, but it must be done not bloated, you know, this is QQ has been criticized for a long time, the functions seem rich and complete, but it is as messy as a pot of porridge, we can't let WeChat continue to make this mistake." ”
Xu Yong said: "This seems to be an irreconcilable contradiction. ”
Luo Sheng smiled and said: "Not necessarily, we can rely on plug-ins to obtain the balance of the two points, and exist in the form of plug-ins, this plug-in you can install and uninstall at any time, and you can also launch a small program platform in the future, which is a full-featured plug-in platform." ”
Hearing Luo Sheng's words, Liu Jinlong and the others' eyes lit up, and the latter said in amazement: "Perfect, why didn't I think of it?" ”
Everyone simply gave Luo Sheng the rhythm of kneeling, and they almost wanted to break the boss's head to find out, to see how many divine ideas were still in it, and the contradiction was eliminated in one sentence.
There is no doubt that the roads that WeChat is going to take are the roads that no one has walked, and they are taking their own roads.
Just after the end of the press conference, it really ushered in all kinds of plagiarism at home and abroad, and there is a social software called Kik in the Silicon Valley technology industry that refers to WeChat, needless to say in China, now in addition to micro chat, Mi chat, and there are also to play, Yixin and even Squeak Pay are eager to try.
Mr. Ma, who is in charge of Alibaba, has always wanted to come in for social interaction.
Similarly, Luo Sheng still set a general tone for WeChat on the issue of commercialization, and the number of users does not exceed 300 million or more, regardless of any commercialization issues.
Liu Jinlong, who attended the meeting, flipped out a document, glanced at his transcripts, and said: "In terms of commercialization strategy, the operation department has formulated WeChat payment, game center, and emoji center, and these three sectors will definitely be able to succeed in WeChat's commercialization strategy." ”
Liu Jinlong's tone was full of confidence.
Paying attention to the payment strategy, Luo Sheng had already said at a senior management meeting a few years ago, and the "very bad" strategic policy, Mr. Ma would be angry when he saw it.
That is, after Squeak Pay has opened up all aspects of the problem, Bluestar Technology has launched its own payment products, anyway, Mr. Ma has been running around for so many years and has already obtained the payment license, and Bluestar Technology will sign it according to the exact same document.
And now that it has been decided, the core carrier of Bluestar Technology's payment tool is WeChat.
The gaming business group has become more and more important in the revenue segment of Bluestar Technology Group, and now brings more than 10 billion US dollars in revenue to the company every year, making it the fourth pillar business after advertising, cloud computing and online translation.
Liu Jinlong continued to speak: "Games are a major revenue pillar of my Bluestar Technology, with the help of WeChat's user volume, high activity and strong relationship chain to complete each other, this advantage will definitely be able to migrate from the PC side to the mobile phone side, Tengxun QQ I think it has done a very good job in this regard, we have to learn from Tengxun humbly." ”
Luo Sheng nodded in approval, but changed the conversation and said: "I agree with the first two points, and I have no opinion, but I am not optimistic about the commercialization of emojis." ”
Liu Jinlong was stunned for a moment and said, "Why? WhatAPP has achieved unprecedented success in the emoji center service, especially in the Japanese market, which has achieved unexpected success through emoji elements, and it will definitely make a lot of money once it starts to be commercialized. ”
WhatAPP's global user base is now about to exceed 200 million, but the operation department still has no motivation to commercialize, hoping to double the number of users before considering commercialization, but there are already signs that WhatAPP's "money" is limitless.
Luo Sheng said thoughtfully: "It seems that you are right, and emojis have always been a hobby of mainland netizens since the prevalence of QQ. But didn't you notice that even though such a rich emoji is rampant on the Internet in the mainland, it has not brought Teng Xun a good revenue, why can WeChat do it? ”
"The mainland is different from foreign countries, mainland netizens are generally not willing to pay for emojis, even if they get used to the mobile terminal, there will still not be much change, so I insist that WeChat emojis are mainly free strategy."
Luo Sheng saw that Liu Jinlong did not object, but the other party's expression told Luo Sheng that he had reserved his thoughts in his heart, and after a little thought, he smiled and said: "That's it, I'll give you a chance to prove your claim, WeChat has entered the commercialization stage, I'll give you a quarter of time to try hard in the center of the expression, and we'll bet 1 yuan." ”
Liu Jinlong nodded with a smile and responded decisively: "Okay, I took this challenge, if the monetization ability of the expression center in a quarter is frustrated, it will immediately switch to free." ”
Luo Sheng nodded and said with a smile: "I hope I can lose this 1 yuan." ”
The executives attending the meeting couldn't help but laugh lowly, losing 1 yuan, but making hundreds of millions, what do you need to say about this deal?
Luo Sheng admires Liu Jinlong, in his previous life, there was no such person in the science and technology world.
But in this world, he followed Luo Sheng step by step to climb to today's position, and now he has become the leader of the leading WeChat operation team.
If there is no Luo Sheng, Liu Jinlong may not be able to display his talent on the big stage today.
……
Shortly after the meeting, Yu Jun made a phone call to Luo Sheng's office.
"Mr. Luo, there is a big piece of good news, which has just broken out." Yu Jun on the other end of the phone said excitedly.
"What's the good news?" Luo Sheng asked curiously.
"Headlines on the front page reported that Google officially announced its withdrawal from the Greater China market." Yu Jun replied excitedly.
Hearing this, Luo Sheng didn't have much excitement, thought for a moment and said calmly: "Yes, let's be ready to accept the 'refugees (users)" searched on Google." ”
Yu Jun said with a smile: "Haha, if this group of users of Google search is transferred to my Yunge search, we will be the de facto number one player in the field of Chinese search engines." ”
At this moment, most of the users who were used to Google search have begun to transfer to Yunge, and less than 10% of the search users have transferred to Baidu, because the reputation of Baidu is too bad, and the user experience is terrible, I am afraid that these 10% have been fooled.
On the contrary, Yunge Search has been established for more than five years and has not yet been commercialized, and the user experience is even better than Google's to a certain extent.
The reason why it has not become the number one search engine in the mainland for so many years is because Yunge search is really too clean, and the cleanliness here does not mean that the interface is clean, but the content is clean.
The evaluation of Yunge search by current online users is also very interesting: Yunge searches for everything, but the only bad thing is that the experience of searching for small movies is extremely poor, and I almost couldn't help but give a bad review because of this several times.
The majority of melon-eating netizens have almost reached a tacit consensus, search for knowledge or something on the cloud song, search for small movies or something to use Google or whiteness.
Because Yunge search has always insisted on blocking or hijacking access requests for some bad links, it has lost a lot of users, otherwise it may have been the number one player of Chinese search engines two years earlier, because the user experience of Yunge search is really excellent, better than Google.
As early as last year in 2009, it was almost June, and a big and small thing happened in the mainland Internet industry, that is, the famous Google was criticized for being involved in H, and it was also criticized by news network reports.
According to news reports at the time, the "Google Huaguo" website was publicly exposed twice in January and April last year due to the presence of a large number of vulgar links, including but not limited to pictures, videos and texts.
But that's not what crushed Google, the last straw that really crushed Google was last year's "prismgate" scandal.
North America has long attacked China's network censorship, but Microsoft, Oracle and other companies have long cooperated with the North American NSA, knowing that the North American authorities are fooling people and talking business, so Oracle and Microsoft have signed agreements with China, and now they can also develop the Greater China market with peace of mind.
But the young Google seems to be a new player, and has never cooperated deeply with the NSA, so it is just like Xiaobai who has been fooled by the NSA.
But if you dig deeper, Google's encounter with Waterloo in the potential Greater China market is arrogant.
Dying to arrogance is the original sin.
Luo Sheng sat comfortably in the boss's chair with the phone, and said lightly: "Wall Street always thinks that Google and other North American companies are the kings of the world as soon as they enter the Greater China region, but the facts have repeatedly proved their naivety, arrogance and stupidity, in the early years Yahoo's $1 billion package Yahoo's investment in all of Yahoo's business in China has essentially proved that Yahoo has become a complete failure in the Chinese market, even if the acquisition of the local team of Lao Zhou 3721 is difficult to recover the decline, this time the risk will be pressed on the Ali team, It must be said that it is an all-or-nothing bet, but this may be a rare eye-catching operation by Yahoo. ”
With the exposure of the "Prism Gate" scandal, coupled with the various filthiness of the North American security agencies exposed by WikiLeaks, now Google has deeply regretted and realized that it was fooled miserably, since the beginning of this year, Google actually low-key to the Ministry of Industry and Information Technology several times to want to stay, but the most stupid thing about Google is that it only regrets itself, and wants to stay and doesn't want to take responsibility, is this possible?
Overseas multinational companies come to the Chinese market, almost all of them come in as winners in the overseas market, and they are destined not to work hard, plus these overseas multinational companies do not trust the local team in China, whether it is Yahoo or Google, it is hell not to fail.
On the contrary, Bluestar Technology attaches great importance to localization and respect for local market rules in the process of internationalization, and has also reaped rich rewards for this.
On the other end of the phone, Yu Jun asked with anticipation: "Mr. Luo, you said that Yunge Search would not be profitable for at least five years, but now that five years have passed, Google is gone, and the only remaining whiteness is also declining, can Yunge Search consider commercialization and turn losses into profits?" ”
……
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Some readers wonder that the price-earnings ratio of Bluestar Technology is only seven or eight times, and the normal situation is more than 20 times, in other words, the total market value should not be 400 billion US dollars, but more than 900 billion US dollars, if 400 billion, it is relatively appropriate to halve the revenue and profit, and the revenue of more than 35 billion US dollars in a quarter is equivalent to the sum of Google + Facebook in 2018.
Indeed, if normal conditions are like this.
However, everyone forgets or does not know the reality of the global technology stock downturn in the first half of 2010, when Microsoft was hovering at 200 billion US dollars, since the financial crisis, the technology stock index has plummeted by about 45%, and it is not easy to rise back from the fall, and it took three or four years to come out of the 08 financial turmoil.
Now that it has entered the second half of 2010, Xiao Yuyu remembers that chapter 403 describes a passage in which Wall Street analysts optimistically predict that BTC will rise by $100 billion in the next month, rushing to the $500 billion mark, a month!
Then we look at the structure of Bluestar Technology, which is equivalent to Google + Facebook + Amazon, and even add one-third of Microsoft, and the acquisition of Marvel Studios in this area is equivalent to a quarter of Netflix, the layout of the game sector, and now WeChat, which is equivalent to three Tengxun at this time.
Therefore, the latest disclosure in the article that Bluestar Technology reported $35.23 billion in the Q1 fiscal quarter should be reasonable, and the current market value is in line with the background environment in 2010.
Next, the haze of the global financial turmoil is almost out, and the market value of Bluestar Technology is bound to soar on a rocket, the Wall Street analysts just mentioned have actually hinted to readers that it is more exaggerated in reality, everyone knows that Tesla's market value has soared by 1000+ US dollars in half a month, and Elon Musk is about to complete the "cosmic KPI".