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392. Sky high let the bird fly

Ma Huateng casually looked through the information on the desktop.

As a listed company, Penguin has to disclose financial reports in the first quarter of the year. Listing means disclosure. You need to let investors know the operation of Penguin Company. The information is to ensure basic transparency, so that others can judge whether to buy Penguin’s stock.

The report sent to MCA Teng now is a report that has been audited by the partner unit. In a few days, this will be published on the market.

The data is amazing. I guess there will be no other Internet company in China that can have such impressive financial reports.

Revenue of nearly 30 billion yuan increased by 10 billion over the same period last year.

Game revenue accounts for half of it, reaching 15 billion, contributing 6 billion in growth. It can be regarded as a very significant contribution to revenue growth.

The profit of the entire group reached 10 billion!

At this time, Liu Zhiping was also there in Ma Huateng's office.

Ma Huateng asked, "What is the disclosure of Zhiping. Other companies?"

Liu Zhiping could understand who Ma Huateng, the so-called other company, refers to.

He scratched his tablet and continued, "Qiandu."

"The entire Qiandu revenue reached RMB 15 billion in 2011. Among them, the main online marketing services accounted for RMB 14 billion. The revenue of other businesses is almost negligible. The overall profit level is also good, reaching around RMB 7.5 billion."

Liu Zhiping then said, "But the market's reaction to Qiandu is quite good. This is mainly because Brother Gu left the domestic market in 10 years, and compared with 10 years, Qiandu's data for the entire 11 years have increased by nearly 100%.

After hearing this, Ma Huateng nodded slightly and saw the situation of Penguin's own home.

In fact, several companies in China are somewhat "lame" in their business. The bats are respectively occupying search, e-commerce and social networking, but when they are listed on the revenue, they are still on the agenda of their diversified operations.

Penguin accounts for most of the revenue of games, but social reflection is not obvious, because it is one of the means to catalyze the game business. Qiandu is even more excessive, and the entire business revenue of selling advertising on search engines exceeds 90%.

Of course, each company knows its own mind. If you put your tentacles to someone else's doorstep, you don't do this, wouldn't that be a bastard? This should be called, seeing that others are making fun of it, and you don't even get involved, that's really not a good company.

M Huateng saw that the group's online advertising business column had revenue of 2 billion yuan and profits of less than 1 billion yuan. There is room for improvement, but it remains to be considered how fast the growth can be and whether it is worth spending money to chase it.

Ma Huateng asked, "How about Menggu Advertising?"

Liu Zhiping said after a while, "Mr. Ma. In 2011, revenue was 1.8 billion yuan and profit was 600 million yuan. Compared with 2011, revenue increased by more than 800%.

After hearing this, Ma Huateng smiled for no reason. He knew that Meng Guang was the first to enter the money-making stage in the entire Meng Valley, but he really didn't expect that Meng Guang's growth in the mobile advertising field would be so fast.

Just this revenue is almost catching up with Penguin’s advertising business?!

Ma Huateng stroked his fingers and thought carefully about several businesses of Menggu Advertising.

In-app advertising, banana channels, WeChat public account advertising, WeChat circle of friends advertising, WeChat headline advertising...

After a few things, Weitou is negligible, and the role of Weixun in Mengguang is probably very great. As for how to divide the profits between Weixun and Mengguang, Ma Huateng didn't think about it carefully, and he couldn't think of it.

M Huateng said, "Do you think the group's attention and investment in mobile are not big enough in the first two years?"

What is this called what Luzhou dreams do?

I quietly entered the village and suddenly got a big piece of meat in a newly developed field.

Liu Zhiping said, "Mr. Ma. I think this is how things should be understood. There are too many sub-sectors in the market. Some entrepreneurs have been deeply involved in certain markets earlier than us. This is normal.

The group is large in scale, so it is not easy to adjust major strategies. For Penguin, WeChat is a more important strategy for the scarf in the past two years.

Moreover, in my opinion, the mobile application field that Mengguang relies on is rootless. It has a huge role in the early stage and can also develop and grow rapidly with the help of the mobile phone market. However, once there are several mobile phone markets, this market cannot tolerate third parties involved, and mobile phone manufacturers will eat up this part of the profit.

Even if you rely solely on pre-installation, the income of mobile phone manufacturers is much higher than that of Mengguang."

Ma Huateng smiled again after hearing this.

It’s okay to say that scarves are important, that’s because there was no WeChat message at that time. It’s no problem to say that WeChat is important, but now it’s just that it can’t beat Luzhou’s WeChat message. Which one is the correct strategy?

Liu Zhiping’s judgment on the application market is actually quite correct. But Meng Guang only relies on the banana part?

Obviously not. Ma Huateng believes that once WeChat goes further, Mengguang will rely more and more on WeChat in business.

This application market is a waste of money, but Luzhou started his business and started other companies. When the bananas really turned yellow, it was time to get up.

Ma Huateng sighed, "Meng Guang is not a problem. The problem is exactly what you mentioned in WeChat."

When Liu Zhiping heard this, he couldn't help but stop.

Ma Huateng said, "In China, WeChat is ahead of our tens of millions of users. If this amount is ahead, there may be no problem in previous products. But the pump suction effect of WeChat is similar to that of scarves. What I worry about is that even if it is driven by QQ, Xiaolong's WeChat will still fall into the field of Penguin scarves.

And then, overseas, whether it is the acquired whatsapp or WeChat itself overseas layout, in a strategic sense, it is far ahead of Penguin."

Ma Huateng paused briefly.

Penguin relies on the cash flow of games, but this may not be the only solution.

For Facebook, which has immediately exceeded one billion users worldwide, in terms of revenue, it can rank among the top few in the global advertising network media.

Who else was there before? Like Brother Gu.

In the overseas market, can’t WeChat take the path of becoming a mobile version of Facebook?

Ma Huateng could not answer this question.

China has 160 million, overseas WeChat has 100 million, and whatsapp is close to 100 million.

If Ma Huateng said he had the confidence to say before, QQ+WeChat was two to one, but now, this is not very meaningful.

WeChat cannot defeat China's local market, but not in the overseas market, QQ cannot cause any resistance.

But it's really a tm that is so high that birds can fly, and he just watches it.

Ma Huateng tickled twice, which was a little boring.

"Let's talk about Ali again."

Liu Zhiping nodded slightly, "Ali's words..."
Chapter completed!
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