Qianlang pays attention to the fact that there are 40 million more users in station B in a single season, and they are not afraid to lose 500 million

category:Internet
 Qianlang pays attention to the fact that there are 40 million more users in station B in a single season, and they are not afraid to lose 500 million


This quarter still exposed the long-standing loss of station B. For this reason, the media often use ten years of establishment, ten years of loss to describe station B.

According to the financial report, station B had a net loss in the first quarter five point three nine Billion yuan, the same period last year one point nine six Net loss after adjustment is four point seven five Billion yuan, the same period last year one point four five Billion yuan.

Looking through the previous financial statements of station B, station B lost money in Q1, Q2, Q3 and Q4 of 2019 respectively one point eight seven Billion yuan three point one five Billion yuan four point zero six Billion yuan, four point one three Billion yuan, which means that station B will lose as much as twelve point nine five Billion yuan, compared with the whole year of 2018 five point six five The loss of billion yuan doubled, and the loss accelerated obviously.

Since the second half of 2018, station B has put more and more emphasis on content self-control and put in a lot of energy. In November last year, station B held a national animation work conference and launched 40 animation works, 29 of which were produced by station B. in the field of documentary and variety arts, station B produced a series of self-made and CO produced content.

This means that B station is on the way of aiyouteng, but this road is bound to be accompanied by long-term investment and loss, which will drag down the financial data of B station.

From the perspective of main business composition, the revenue sources of station B are divided into four parts: game revenue, live broadcast and value-added services, advertising revenue, e-commerce and other revenue. In this quarter, they are eleven point five Billion yuan Seven point nine Billion yuan Two point one Billion yuan Two point eight Billion yuan. In the past, station B has a high dependence on the game business.

Therefore, at the beginning of listing in 2018, station B was questioned to be profitable only by games, with a single business model. In 2019, station B intends to adjust its business structure and increase the proportion of live broadcast, advertising, e-commerce and other non game businesses.

In the fourth quarter of 2019, station B has increased non game business income eleven point four Billion yuan, accounting for 57% of the total revenue, which is the first time that the proportion of non game business revenue exceeds that of game revenue.

In terms of advertising, the advertising revenue of station B increased by 90% year on year Two point one Billion yuan, but down 27% month on month, last quarter Two point nine Billion yuan, which is related to various uncertain factors of macro environment.

However, from the perspective of competitors, the live broadcast business of station B, especially the e-sports live broadcast business related to the main game business of absolute revenue, is facing multiple competitive pressures. Baidu has reached in-depth cooperation with live touch to exclusively operate all of Baidus game live broadcasting businesses; Tencent has further increased its holding of Huya live, and increased its voting rights to 50.1% , the media speculated that Tencent might integrate live bullfighting, tiger teeth and penguin to form a game live group in the next step.

Station B wants to break the circle

On the evening of May 3, station B launched an advertisement, BiliBilis speech to the new generation, houlang. After the advertisement was launched, it caused great controversy and successfully swiped the screen.

From the cross year party at the end of last year to the houlang in May 1st this year, as a website once regarded as a representative of non mainstream culture, it can no longer be satisfied with the small and beautiful appearance, but to seek a larger broken circle development scale.

According to the financial report, in the first quarter, the average monthly active users of station B increased by 70% year-on-year to one point seven two Billion, the average monthly active users of mobile end increased by 77% year-on-year to one point five six The average daily active users increased by 69% to 51 million, and the average daily use time of users increased to 87 minutes, 10 minutes on a month-on-month basis, while the average monthly interaction number of communities reached 4.9 billion, three times that of the same period last year.

On this basis, the monthly average number of paying users of station B increased to 13.4 million, a rapid increase of 134% year on year. Gross profit margin also climbed to 23% from 14% in the same period last year, achieving four consecutive quarters of growth. By the end of March, the number of large members in station B had reached 10.9 million, an increase of 127% year on year; in the first quarter, the number of active up members in station B had reached 1.8 million, an increase of 146% year on year; the number of contributions in station B had reached 4.9 million, an increase of 138% year on year. The average daily video playback volume of users also reached a record 1.1 billion times, up 113% year on year. Station B is already the leader of the second culture platform. But it also needs to give capital markets a bigger and better story. This is why station B launched houlang. He Bing, who represents the front wave, praises the back wave to the utmost, which makes many people think that the advertisement sent out on Youth Day is not so much for the back wave, but for the front wave who wants to circle fans in station B. Xiaopo station needs the attention of Qianlang people. Is it successful this time? Academician Wang Yuzhong: lithium batteries sometimes have higher requirements for flame retardancy! 2020 13 inch MacBook Pro makes you happy. Tencents first quarter revenue is over 100 billion yuan, and the monthly salary cost of employees has reached Seven point eight Wan Yuan source of this paper: state u2103, editor in charge: Wang Fengzhi_ NT2541

Station B is already the leader of the second culture platform. But it also needs to give capital markets a bigger and better story.

This is why station B launched houlang. He Bing, who represents the front wave, praises the back wave to the utmost, which makes many people think that the advertisement sent out on Youth Day is not so much for the back wave, but for the front wave who wants to circle fans in station B.