129822627294531250_19Effects of early: potatoes cost control was better than expected
Merged by youku, potatoes net profit improved significantly for the first time in the first quarter of 2012. On May 21, the potato release in 2012 reported in the first quarter, net revenues of $ 140.3 million, over the same period last year grew by 76.7%, beyond the previously expected net loss of $ 134.5 million Yuan, sharply a net loss of $ 336 million in the same period last yearNarrow. Under the influence of this message, Tudou rose or 11.54%, closed at $ 33.44. On that day, youku also announced its highest one-day increase since merged with the potatoes, or 11.3%, closed at $ 22.56. Seen, the first quarter of 2012, potatoes cost control measures has been better than expected, which, with a totalOperating expenditure to $ 93.3 million, $ 160.3 million in the same period reduced substantially over the previous year. Tudou reports being published, also foreign, "said since March 12 video rank youku potatoes after the announced merger of first, second, now merged and in accordance with the plans of the Commission has been set up between the two sides pushing the merger, synergies increasingly better. "But it is to be noted that
Rift Platinum,Behind the optimistic, whether cool, also are potatoes, revenue growth is less than the cost growth. This is not only causing potato losses and youku amplification of loss of important reasons, means, in the case of business model without major changes, yoqoo, potatoes and for continuing operating losses in the short term. Short-term profits after the merger, yoqoo, potatoesBusiness situation remains worrying. Youku rose by 2011 in first quarter, fell to 13.6%. "Youku net revenue growth should be the best in the industry. "Zhang �c Analysys International analysts believe that. However, if looking cool recent four quarters of revenue growth can be found, its growth rate is slowing. The past four quarters,Youku per cent growth in revenue, 177%, 102%, respectively. As competition increased, and the advertising revenue model and stability, it is difficult to see its status continues to accelerate. "At present, youku patch ad duration is 45 seconds before, if extended advertising time, could seriously affect the user experience. "Imeigu analyst Li YanSaid. Zhang �c also thinks that "video relies on the ad format continued innovation to further attract more advertisers, but obviously did not see action. "On the other hand, as competition intensifies, youku revenue cost of continuing to expand. The first quarter of 2012, youku will cost 290 million dollars in revenue, an increase 156.8%, operational costs for 1.$ 400 million, an increase of 140%. These two growth rates in excess of the revenue growth. "Slower growth in revenue, increased costs, which caused youku is the loss of important reasons for enlarged. "Li Yan told reporters. Potatoes are not immune. The first quarter of 2012
TERA Gold, Tudou revenues amounted to $ 140.3 million, an increase of 76.7%. PotatoesTotal revenue cost of $ 179.6 million Yuan, an increase of 121.8%, far higher than the former. Due to 2-3 years in the foreseeable future, China network video market in flux, yoqoo, potatoes need ever-increasing investment, and making new technologies and marketing strategies, profit inflection points are still difficult to estimate. Betting on copyright to improve the initialChinese video website competition rules of the game are: who gets faster, eliminate competitors, there is a monopoly, and instead has an extensive user and ad pricing power, forming a virtuous circle. But in fact, it is difficult to reach a better vision. Especially since the beginning of this year, China's Internet video pattern of constant a subtle change. Yoqoo, potatoes combined to make it the absolute cityCompany share first video website. However, Sohu, Tencent and aiqi art three top video sites such as competitiveness of cooperation should not be overlooked. According to the research firm Comscore released in March of "total number of unique browsing" and "total number of unique visitors" shows that Sohu had more than potatoes, became the second. Next, with the continuous scale into Chinese Web videoIn the market is still evolving. Yoqoo
TERA CD-key, potatoes, the key is to change the cost structure, especially the cost of copyright, yoqoo, potatoes, after the merger of core competence. After all, online video is still in the early stage of development in China, online video industry than in the domestic Internet industry revenue of 300 billion or 400 billion is less than 3%. Gold report forecasts, 2012Year 2011-year of high growth, and network video industries is expected in 2012 China will maintain a rapid growth momentum, growth is expected to reach 100%. Results you can see according to youku and potatoes, as of now, the copyright continues to be one of the largest expenditures in the two companies, and continues to rise. Youku 2012 first-quarter cost of 140 million Yuan, 52% per cent of net income in the same period, 2011 to 28% over the same period. Potatoes cost $ 90.5 million net revenues of 64.5%; cost of 23.9 million yuan in the same period a year earlier, net revenues of 30.2%. And bandwidth compared to expenditures has been stabilizing net income-40%, copyright costs is a video site still spending most volatile,Most have the potential to improve links. Potatoes in public that, "benefiting from the synergies of the merger brought copyright regression rational prices are also being promoted. Also see, including many video sites such as Sohu, Tencent, aiqi art together, no longer plays, most copyright trend of falling prices have emerged. In the future you can expect two or three quarters,This will be a marked decline in percentage. Zhang �c thought, "is expected early next year, content costs are expected to account for only 20% per cent of net revenues. This will also help to advance the video Web site profit inflection points. "In addition, potatoes, disclosure of information display, yoqoo, potatoes are connected in April to achieve Interworking between user accounts, content, bandwidth, and technical cooperation between the two sides made of synergistic effectReduced internal friction, improved video quality, should be condensed more users.
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