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阿里全資收購優酷土豆:你所不知道的三個真相

發布時間:2015-10-17瀏覽:我要評論
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金沙棋牌 JUWEIDING,RENWEIYANG。

ZHANGCHAOYANGYANFANDESHIPINXINGYEKOUSHUIZHANKEYIZANSHIGAOYIDUANLUO。JIUZAIZUORI,ALIBABAXUANBUYIMEIGUADS(MEIGUOCUNTUOPINGZHENG)26.6MEIYUANDEJIAGESHOUGOUYOUKUTUDOUQUANBULIUTONGGUFEN。YAOYUEWANCHENGHOU,ZHEXIANGSHOUGOUGUJIHUIHAOZICHAO“45YIMEIYUAN”。

金沙棋牌 CONGZHANLVETOUZIDAOWANQUANKONGGU,ALIWEIHEZUOWEIDANYIJIGOUDAGUDONGNENGGAODINGDESHI,WEIHEFEIYAOQUANMIANKONGGUNI?GENGHEKUANG,YOUKUTUDOUDEDONGSHICHANGJIANCEOGUYONGQIANGSHIMAYUNDETIEGAN,YEBUZHIYUXIANGMEITUANWANGXINGNEIBANBUTINGHUA。

ZHEBANLANGQINGQIEYIXIA,YOUKUTUDOUZUOCHUZHEYANGDEXUANZEYIDINGSHIMEIYOUXUANZEDEXUANZE。ERALIBABAYESHIZHECHANGTOUZIBINGGOUSHANGDESHOUYIZHE,XINGJIABIJIGAODINADAOLEGAOPINYINGYONGDEYIDONGRUKOU,HUANNENGGOUJIANGQIYUALIMAMADENGGUANGGAOPINGTAIDATONG,QUANMIANCHIXIAYOUKUTUDOU。

超45億美元只是個障眼法

金沙棋牌 ZAI8YUE21RI,YOUKUTUDOUTIJIAOGEISECDE6-K(ZHUCEDIBUZAIMEIGUODEWAIGUOGONGSIPILUTEDINGCAIWUXINXI)WENJIANLI,KEYIQINGCHUDIKANDAOJIEZHIJINNIAN6YUE30RI,YOUKUTUDOUZONGGUBENWEI3,493,100,432PUTONGGU、194,061,135ADS。YEJIUSHISHUO,YOUKUTUDOU1ADSXIANGDANGYU18PUTONGGU。

而阿里巴巴今日披露的持股數據顯示,截至2015年6月30日,持有優酷土豆18.3%的股份。按照這個比例來算,阿里巴巴擁有優酷土豆639,237,379的普通股,那么剩余流通股份則為2,853,863,053普通股。以每股ADS收購價格為26.6美元來算的話,阿里巴巴為收購其持有之外的全部股份的現金為4,217,375,400億美元。

GENJUYOUKUTUDOUNIANBAO,JIEZHI2015NIAN3YUE31RI,YOUKUTUDOUZONGGUBEN3,491,807,912GUPUTONGGU,QIZHONGAli YK Investment Holding Limited(ALIBABAHEYUNFENGJIJINZUHE)CHIYOU721,120,860GUPUTONGGU,CHIGUBILIWEI20.7%。XIANGBIJIAO2014NIAN4YUE28RI,LIANGJIADECHIGUBILICONG18.5%(ALIZHANGU16.5%,YUNFENGJIJINZHANGU2%)ZENGJIADAO20.7%。

ZHEZHISHAOSHUOMINGLESANGEWENTI:1)RUOCHAO45YIMEIJINDEALIGUANFANGSHUOFAWUWU,YOUKUTUDOUDEZONGGUBENMEIGEJIDUDOUZAIFASHENGBIANHUA,YIBANSHOUSONGGU、PEIGU、ZHUANZENGGUBEN、HUANYOUZICHANZHURUDENGYUANYINYINGXIANG;2)ZAIFAQISHOUGOUYAOYUEQIAN,ALISUOCHIGUFENCONG16.5%ZENGJIADAO18.3%,ERYUNFENGJIJINCONG2%ZENGCHIDAO2.4%,SHUANGFANGDOUBICIKANHAO;3)SUIRANYIJIA30.2%YAOYUE,YOUKUTUDOUDUIBISHOUCITOUZI,SHENJIASUOSHUI13%,ALIXIANGDANGYUDIJIABUCANG。

值得注意的是,優酷土豆第二季度披露的財報數據顯示,截止2015年6月30日的現金、現金等值、受限資金或短期投資總額達人民幣83.3億元(13.4億美元)。

金沙棋牌 ALIBABASHIXIALE45YIMEIYUAN“PINLI”,DANYOUKUTUDOUZIDAILE13.4YIMEIYUAN“JIAZHUANG”,JIBIANYOUZHIQIANALIBABAHEYUNFENGTOUZIDE12.2YIMEIYUANDELIANAIKAIXIAO,ALIBABATAOCHUDEXIANJINYUANMEIDAO45YIMEIYUAN。

金沙棋牌 BUGUO,HUANYOUYIZHONGKENENGJIUSHI,ALIHUINACHUJIN60YIMEIJINLAISHOUGOU。YINWEIYOUKUTUDOUDE13.4YIXIANJINCHUBEI+ZHECIGONGBUDECHAO45YIMEIJIN,WANCHENGZHELUNSHOUGOUALIKENENGHUIHUADIAO60YIMEIJIN。

沒有選擇的選擇

金沙棋牌 ZUOWEISHIPINXINGYELAODA,YOUKUTUDOUBUQUEZITONGDAO,XIANJINCHUBEIYEGOUZHETENGJINIAN,NAIHEZAIALIBABATOUZIYINIANHOU,JIUPOBUJIDAIDIJIARENNI?

JIUQIYUANYIN,HUANSHIXIANGXIANSHIDITOU。

JINGLILEJILUNZHANHUOXILIDESHIPINXINGYE,ZAOYIWUSHIRENFEI。YOUKUHETUDOUXIANGJISHANGSHIHOU,YOUBUJIQIANXIAN,BAOTUANHEBING;AIQIYIHEBINGPPS,BUDUANBEIBAIDUZENGCHIZHIKONGGU;PPTVTOUKAOSUNINGYUNSHANG;SOUHUSHIPINBINGGOULE56WANG,ZUOZAIDUOGETANPANZHUOSHANGDEZHANGCHAOYANGXUANLEYIZHIJILEI;TENGXUNSHIPINYAOBAIBUDING,BEIKAOTENGXUNYIBUYIQUDEFAZHAN;ZHIYUKU6、6JIANFANG、LESHIZHIBEI,DOUZAIFEIZHULIUYISHIXINGTAISHANGQIANXING。

SHIZHIJINRI,YOUKUTUDOU、BAIDUAIQIYI、TENGXUNSHIPIN、SOUHUSHIPINSIJIASHIPINGONGSIJINRULELAJUZHAN,XIANGHUJIANDEHEBINGTOUZICHUANWENBUJUEYUER。YIGUANGUOJITIGONGDESHUJUXIANSHI,CONG2015NIANDIYIJIDUZHONGGUOWANGLUOSHIPINSHICHANGGUANGGAOSHOURUDESHICHANGFENEQINGKUANGLAIKAN,YOUKUTUDOU(21.7%)、AIQIYIPPS(19.59%)、TENGXUNSHIPINFEN(14.11%)、SOUHUSHIPIN(12.60%)LIEZHONGGUOWANGLUOSHIPINSHICHANGGUANGGAOSHOURUDEQIANSIMING,DANXIANGCHAWUJI。

ZHESIJIAGONGSILI,YOUKUTUDOUSHIWEIYIYIJIASHANGSHIGONGSI,YESHIJINGLIGUOXIANGHUHEBINGDEGONGSI。XIANGBIAIQIYIHEBINGPPS,YOUKUHETUDOUWULUNZAIGUANGGAOZHU、NEIRONGCAIGOU、YONGHUZHONGHEDUSHANGDOUYANZHONGTONGZHIHUA。YINCI,MEIYOURENHUIBIGUYONGQIANGZHIDAOTONGZHIHUADEGONGSIHEBINGYIWEIZHUSHENME。

產品的疊加并無法突破商業模式的瓶頸。目前視頻網站的商業模式主要有廣告收入、版權分銷、增值服務(用戶付費、游戲聯運等),其中廣告收入是各家網站的主要收入來源,其中優酷土豆的營收8成來自廣告。而成本上,內容采購、帶寬成本,以及運營營銷成本,前兩者平均占各家總成本支出的7成左右。

金沙棋牌 YIYOUKUTUDOUJINNIANDIERJIDUCAIBAOSHUJUWEILI,GONGSIJINGSHOURUWEIRENMINBI16.1YIYUAN,QIZHONGGUANGGAOJINGSHOURU12.8YIYUANRENMINBI,ZHANBIJIN8CHENG;CHENGBENZHICHUSHANG,DAIKUANCHENGBEN3.303YIYUAN,NEIRONGCHENGBEN7.444YIYUAN,FENBIEZHANJINGSHOURUDE21%HE46%。

JIBIANRUCI,YOUKUTUDOU、AIQIYI、SOUHUSHIPINHETENGXUNSHIPINYEZAIBUDUANKUISUNZHONG。YOUKUTUDOUDIERJIDUKUISUN5520MEIYUAN,AIQIYIYUNYINGKUISUN1.36YIMEIYUAN。SOUHUSHIPINHETENGXUNSHIPINKUISUNDOUZAIZHUBUFANGDA,TEBIESHITENGXUNSHIPINSUIZHUGEZHONGNEIRONGDETOURU,CHENGBENYEZAIBUDUANPANSHENG。

GAOYUANZIBENDETUHONGCHUANCENGGAOZHI,TAKANBUDONGSHIPIN,ZHEGEBEIGUOWAITOUZIZHETOUZHIWEILAIJIAZHIDANZHIJINWEITIXIANDEXINGDANG,BUDUANTOURUBUDUANKUISUN,WEIZHAODAOKECHIXUDEYINGLIMOSHI。

擺在古永鏘面前的是,合并非良藥,高投入意味著虧損放大。如果商業模式的多元不能夠解決的話,隨著各種媒體的涌現,廣告是被分散和蠶食的。因此,加上已經有投資的阿里巴巴,老友馬云,古永鏘早就將算盤打在了阿里巴巴身上。

AIQIYIDERENSHIGAOZHI,YOUKUTUDOUMEICINAWOMENKAISHUAN,SHIWEIBIALIBABAZHUIJIATOUZI,ZITAISHENJIADETONGSHI,QIAOSHANZHENHU。

金沙棋牌 GUYONGQIANGQUNIAN5YUEJIESHOUMEITICAIFANGSHIJIUBIAOSHI,CHULEZAIDSP(Demand Side Platform,GUANGGAOXUQIUFANGPINGTAI)FANGMIANZHUNBEIHAOYUALIBABADUIJIEHEZUOWAI,TAMENXIWANGZAIKUAPINGMUZHANLVEHESHOURUDUOYANGHUAFANGMIANSHANGYUALIBABACHANSHENGXIETONGXIAOYING。

WUTA,YOUKUTUDOUXUYAOZENGJIAGUANGGAOSHOURU,DUOPINGMUNENGGOULIANDONG(TIANMAOMOHE+HUASHUCHUANMEI),SHIXIANSHOURUDUOYANGHUA。GUYONGQIANGYIJINGHENTANBAILE。

獨立發展不會存在

RENHEYICHANGTOUZIBINGGOU,WAIJIEZONGDANXINBEITOUZIYIFANGDEJIEJU。DAJIASIHUDOUBAOCHIZHUYIZHONGRENZHIDEMOQI——BEITOUZIFANGDEXIACHANGYIBANBUHUITAIHAO。

金沙棋牌 MEIYOURENBIGUYONGQIANGGENGQINGCHU。HEBINGTUDOU,WANGWEIYIJIGUANLITUANDUI,BAOKUOYIPIZHONGGAOCENGJITIHUANXUE,JIULIANWANGWEIBENRENYEDAIZOULETUDOUDEDONGMANTUANDUI,CHENGLILEXIANZAIDEZHUIGUANGDONGHUA。CHENGRAN,ZHEKENENGBINGFEIGUYONGQIANGBENYI,DANJIEGUOJIUSHIZHEMEGEJIEGUO。

金沙棋牌 SUIRAN,GUYONGQIANGZHIXIADEYOUKUTUDOU,XIWANGNENGGOU“YOUKUGENGYOUKU,TUDOUGENGTUDOU。”DANYACHIHEZUICHUNHUANJINGCHANGNENGKESHANGNI。XIANZAIDETUDOUGENBENBUSHIWENYIQINGNIANWANGWEISANYANGXIADEZIYOUWENHUA,ERSHIJINGMINGCAIWUGUYONGQIANGGUANLIXIADEYIBANYIYAN。

NEIME,ALIBABASHOUGOUYOUKUTUDOU,HUIRANGHOUZHEDULIFAZHANMA?

我們看到阿里巴巴的官方微博上的內容是只字未提。看古永鏘發出的內部郵件,也未從找到獨立發展的詞眼。這在一場投資并購上非常不合時宜,各位不妨翻看前些日子美團和大眾點評合并的雙方聲明里,大眾點評就強調繼續保持獨立運營。

 

金沙棋牌 YAOZHIDAO,ZAISHUANGFANGDUIWAIZHENGSHIPILUDEGONGGAOYEHAO,NEIBUXINYEBA,YIZIYIYANJINGGUOLAOBAN、TOUZIFANG、CAIWUHEFAWU,HUANYOUGONGGUANDENGYANGEKANGUO,CAIHUIDUIWAIFANGCHULAI。ZHEXIEZIYANLIDOUDAIBIAOZHUZHONGYAODEYIYI,DANGRANTICHUNEIXIECHEDANDEYUANJING。WOMENZAIKANZUORIYOUKUTUDOUTIJIAOGEISECDELIANGFENWENJIAN(6-K、SC 13D/A)LIYEMEIKANDAODULIYUNYINGDE key message。

頗有意味的是,在阿里巴巴集團的提議下,優酷創始人古永鏘將會繼續擔任優酷土豆主席以及首席執行官,領導優酷土豆的發展。這是阿里巴巴發布的原話,里面信息已經側漏了:1)這是阿里的提議,現老板的決定;2)古永鏘本人可能并非愿意留任,但有鎖定期。

金沙棋牌 RUGUOBUNENGDULIFAZHAN,YOUKUTUDOUZUIHUIZHENGHEDAOALINAKUAIYEWUNI?WOJUEDECONGALIJINNIANDUOLAIDUOCITIDAODE,ZUODAHULIANWANGGUANGGAOYEWU(ALIMAMA),YIJIGUYONGQIANGZIJITIDAODEDSPYEWUBUMOUERHE。

ZHIYUSHUOGEIDAOALIYINGYE,DINGDUOSHIGEIYOUKUZUOSHANGYOUDEIPGONGYINGSHANGHEWEIQIANZHEZUOFENFA,NIKANALIBABAGUANFANGPILUDEYOUTIDAOALIYINGYEMA?

金沙棋牌 ZUIHOU,NEIXIESHUOHUIGUIAGUDE,NINKANDEZHENYUAN,MAYUNDOUHUANMEILAIDEJIXIANGBA?

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