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争当中国的Netflix,视频业务将成为BAT“重金豪赌”的下一战场

来源: 南方日报网络版     时间: 2019年05月22日 08:55:00
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教你如何玩好幸运飞艇平台直属招商客服【微信QQ同步】7915171诚招代理龙虎和龙虎1赔2.211合1赔9.95,定位胆1赔9.95腾讯5,10分欢乐生肖,最高返水100反9快,最高赔率,正规信誉大平台平台24h提供注册及登录。争当中国的Netflix,视频业务将成为BAT“重金豪赌”的下一战场

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(原)(标)(题)(:争)(当)(中)(国)(的)(Netflix,视)(频)(业)(务)(将)(成)(为)(BAT“重)(金)(豪)(赌)(”的)(下)(一)(战)(场)(
撰)(文)(:彭)(博)(社)(
预)(计)(在)(截)(至)(2020年)(的)(这)(段)(时)(间)(当)(中)(,中)(国)(的)(流)(媒)(体)(市)(场)(每)(年)(将)(以)(30%的)(速)(度)(扩)(张)(
百)(度)(旗)(下)(的)(爱)(奇)(艺)(2017年)(将)(在)(内)(容)(方)(面)(投)(入)(逾)(100亿)(元)(
据)(估)(计)(,在)(截)(至)(2020年)(的)(这)(段)(时)(间)(当)(中)(,中)(国)(的)(流)(媒)(体)(行)(业)(每)(年)(有)(望)(以)(近)(30%的)(速)(度)(扩)(张)(。中)(国)(的)(十)(多)(家)(流)(媒)(体)(服)(务)(商)(正)(在)(争)(夺)(行)(业)(主)(导)(地)(位)(,其)(中)(包)(括)(百)(度)(、阿)(里)(巴)(巴)(和)(腾)(讯)(旗)(下)(的)(流)(媒)(体)(平)(台)(。
虽)(然)(Youtube式)(的)(视)(频)(和)(零)(散)(的)(盗)(版)(电)(视)(剧)(集)(在)(过)(去)(足)(以)(吸)(引)(网)(络)(观)(众)(,但)(如)(今)(的)(用)(户)(希)(望)(能)(从)(专)(业)(的)(原)(创)(电)(视)(剧)(和)(电)(影)(中)(发)(现)(更)(引)(人)(入)(胜)(的)(角)(色)(,也)(愿)(意)(为)(此)(支)(付)(每)(月)(最)(多)(19.8元)(的)(会)(员)(费)(。
对)(内)(容)(的)(需)(求)(在)(互)(联)(网)(公)(司)(之)(间)(引)(发)(了)(一)(场)(耗)(资)(不)(菲)((目)(前)(尚)(未)(盈)(利)()、费)(尽)(心)(机)(的)(对)(决)(。为)(了)(吸)(引)(观)(众)(,这)(些)(公)(司)(争)(相)(购)(买)(影)(视)(制)(作)(公)(司)(、发)(行)(权)(和)(精)(良)(的)(剧)(本)(。据)(市)(场)(研)(究)(和)(数)(据)(服)(务)(公)(司)(IHSMarkit预)(测)(,到)(2020年)(,中)(国)(流)(媒)(体)(平)(台)(用)(户)(每)(年)(的)(订)(阅)(费)(支)(出)(将)(达)(到)(160亿)(元)(。
和)(斯)(皮)(尔)(伯)(格)(合)(作)(
阿)(里)(巴)(巴)(日)(前)(把)(竞)(争)(推)(到)(了)(新)(高)(度)(,其)(创)(始)(人)(马)(云)(和)(斯)(蒂)(芬)(·斯)(皮)(尔)(伯)(格)((StevenSpielberg)宣)(布)(双)(方)(将)(在)(电)(影)(的)(制)(作)(和)(投)(资)(方)(面)(展)(开)(合)(作)(,以)(满)(足)(马)(云)(所)(称)(的)(中)(国)(消)(费)(者)(“对)(全)(球)(性)(优)(质)(内)(容)(不)(断)(增)(长)(的)(需)(求)(”。
马)(云)(和)(斯)(蒂)(芬)(·斯)(皮)(尔)(伯)(格)((左)()展)(开)(合)(作)(
百)(度)(持)(股)(80.5%的)(视)(频)(网)(站)(爱)(奇)(艺)(2017年)(在)(内)(容)(方)(面)(的)(投)(入)(将)(不)(低)(于)(100亿)(元)(。“我)(老)(板)(一)(直)(说)(的)(是)(,没)(有)(限)(制)(,”爱)(奇)(艺)(自)(制)(剧)(总)(监)(戴)(莹)(在)(接)(受)(采)(访)(时)(表)(示)(。“我)(们)(每)(年)(至)(少)(做)(30个)(节)(目)(。只)(要)(我)(们)(能)(找)(到)(好)(节)(目)(,我)(们)(就)(有)(资)(金)(去)(做)(。”
10月)(17日)(,爱)(奇)(艺)(首)(席)(执)(行)(官)(龚)(宇)(在)(上)(海)(表)(示)(,爱)(奇)(艺)(的)(重)(点)(是)(购)(买)(和)(制)(作)(能)(产)(生)(上)(亿)(播)(放)(量)(的)(网)(络)(电)(视)(剧)(。这)(家)(总)(部)(位)(于)(北)(京)(的)(公)(司)(在)(2015年)(采)(用)(了)(所)(谓)(的)(免)(费)(增)(值)(模)(式)(,推)(出)(内)(容)(特)(权)(和)(针)(对)(部)(分)(内)(容)(的)(付)(费)(门)(槛)(,用)(户)(购)(买)(VIP会)(员)(身)(份)(后)(可)(跳)(过)(广)(告)(,或)(者)(可)(以)(获)(得)(所)(有)(数)(字)(内)(容)(的)(播)(放)(权)(。
尚)(未)(盈)(利)(
虽)(然)(这)(些)(措)(施)(增)(加)(了)(观)(众)(数)(量)(,但)(爱)(奇)(艺)(依)(然)(尚)(未)(盈)(利)(。艾)(瑞)(咨)(询)(的)(数)(据)(显)(示)(,爱)(奇)(艺)(用)(户)(7月)(观)(看)(视)(频)(内)(容)(的)(时)(长)(为)(11.13亿)(小)(时)(。阿)(里)(巴)(巴)(旗)(下)(的)(优)(酷)(视)(频)(是)(紧)(跟)(其)(后)(的)(竞)(争)(对)(手)(,7月)(的)(用)(户)(观)(看)(时)(长)(为)(8.31亿)(小)(时)(。
爱)(奇)(艺)(首)(席)(执)(行)(官)(龚)(宇)(在)(9月)(向)(财)(新)(表)(示)(,他)(预)(计)(在)(线)(视)(频)(业)(务)(最)(早)(在)(2018年)(开)(始)(盈)(利)(。百)(度)(仅)(2017年)(上)(半)(年)(就)(在)(内)(容)(上)(投)(入)(了)(31亿)(元)(,大)(大)(高)(于)(2013年)(的)(约)(8.6亿)(元)(。
爱)(奇)(艺)(上)(的)(热)(播)(剧)(包)(括)(《老)(九)(门)(》,讲)(的)(是)(上)(世)(纪)(30年)(代)(盗)(墓)(世)(家)(探)(究)(超)(自)(然)(神)(秘)(现)(象)(的)(故)(事)(,该)(剧)(自)(上)(线)(以)(来)(播)(放)(量)(超)(过)(了)(100亿)(次)(。同)(样)(热)(播)(的)(还)(有)(韩)(国)(电)(视)(剧)(《太)(阳)(的)(后)(裔)(》,爱)(奇)(艺)(拥)(有)(该)(剧)(的)(独)(家)(播)(放)(权)(。2017年)(最)(受)(欢)(迎)(的)(剧)(集)(之)(一)(是)(54集)(电)(视)(连)(续)(剧)(《琅)(琊)(榜)(》,讲)(述)(了)(发)(生)(在)(6世)(纪)(北)(魏)(和)(南)(梁)(相)(战)(时)(的)(故)(事)(。
原)(优)(酷)(土)(豆)(集)(团)(旗)(下)(合)(一)(影)(业)(的)(总)(裁)(刘)(开)(珞)(表)(示)(,公)(司)(计)(划)(在)(2017年)(投)(资)(15至)(20部)(剧)(集)(。腾)(讯)(影)(业)(在)(最)(近)(于)(北)(京)(举)(办)(的)(活)(动)(中)(表)(示)(,公)(司)(接)(下)(来)(会)(有)(20多)(部)(电)(影)(和)(电)(视)(节)(目)(出)(炉)(。
乐)(视)(生)(态)(表)(示)(2017年)(会)(推)(出)(30部)(电)(影)(和)(长)(达)(400小)(时)(的)(电)(视)(剧)(集)(。相)(比)(之)(下)(,Netflix计)(划)(制)(作)(71部)(剧)(集)(,还)(不)(算)(该)(平)(台)(上)(越)(来)(越)(多)(的)(儿)(童)(剧)(集)(、纪)(录)(片)(、电)(影)(和)(外)(语)(节)(目)(。
在)(中)(国)(流)(媒)(体)(公)(司)(大)(手)(笔)(花)(钱)(的)(时)(候)(,他)(们)(短)(期)(内)(不)(太)(可)(能)(面)(临)(来)(自)(Netflix的)(竞)(争)(。这)(家)(美)(国)(流)(媒)(体)(服)(务)(商)(在)(10月)(17日)(表)(示)(,中)(国)(虽)(然)(有)(世)(界)(最)(大)(的)(观)(众)(数)(量)(,但)(中)(国)(的)(监)(管)(环)(境)(依)(然)(是)(一)(大)(挑)(战)(,Netflix的)(在)(华)(业)(务)(仅)(局)(限)(于)(把)(自)(家)(的)(剧)(集)(授)(权)(给)(中)(国)(现)(有)(的)(在)(线)(视)(频)(提)(供)(商)(。
网)(络)(流)(量)(的)(驱)(动)(力)(
彭)(博)(行)(业)(研)(究)((BloombergIntelligence)驻)(香)(港)(的)(互)(联)(网)(及)(电)(信)(行)(业)(分)(析)(师)(米)(歇)(尔)("马)((MichelleMa)认)(为)(,中)(国)(互)(联)(网)(巨)(头)(近)(期)(内)(不)(会)(减)(少)(对)(内)(容)(的)(投)(资)(。
“这)(对)(他)(们)(来)(说)(具)(有)(极)(大)(的)(战)(略)(重)(要)(性)(,也)(是)(其)(服)(务)(中)(不)(可)(或)(缺)(的)(组)(成)(部)(分)(,”她)(说)(。“视)(频)(是)(全)(球)(网)(络)(流)(量)(的)(驱)(动)(力)(,是)(现)(在)(人)(们)(在)(网)(上)(和)(移)(动)(端)(收)(看)(的)(主)(要)(内)(容)(。公)(司)(要)(做)(的)(,就)(是)(给)(用)(户)(想)(要)(的)(东)(西)(。”
各)(公)(司)(也)(在)(运)(用)(其)(互)(联)(网)(技)(术)(来)(降)(低)(风)(险)(。爱)(奇)(艺)(了)(解)(每)(一)(个)(用)(户)(的)(年)(龄)(、性)(别)(和)(收)(入)(。如)(果)(一)(个)(关)(键)(的)(用)(户)(群)(体)(倾)(向)(于)(在)(某)(个)(角)(色)(出)(现)(时)(按)(下)(快)(进)(键)(,演)(这)(个)(角)(色)(的)(演)(员)(就)(可)(能)(会)(在)(接)(下)(来)(的)(剧)(集)(中)(发)(现)(自)(己)(的)(角)(色)(被)(修)(改)(,或)(者)(被)(砍)(掉)(。
在)(中)(国)(经)(济)(增)(速)(放)(缓)(至)(25年)(最)(低)(水)(平)(之)(际)(,这)(样)(的)(巨)(额)(投)(资)(和)(持)(续)(亏)(损)(可)(能)(不)(会)(给)(投)(资)(者)(带)(来)(他)(们)(想)(要)(的)(结)(果)(。而)(且)(,流)(媒)(体)(行)(业)(的)(竞)(争)(状)(况)(也)(和)(近)(来)(一)(些)(并)(购)(交)(易)(所)(催)(生)(的)(乐)(观)(预)(期)(背)(道)(而)(驰)(。类)(似)(优)(步)(中)(国)((Uber)和)(滴)(滴)(出)(行)(的)(合)(并)(,让)(人)(们)(乐)(观)(地)(以)(为)(企)(业)(界)(会)(停)(止)(这)(种)(砸)(钱)(赢)(取)(用)(户)(的)(行)(为)(。
“早)(期)(阶)(段)(”
汇)(丰)(证)(券)((亚)(洲)()(HSBCSecuritiesAsiaLtd.)的)(互)(联)(网)(行)(业)(分)(析)(师)(曾)(琪)((ChiTsang)表)(示)(,大)(多)(数)(投)(资)(者)(希)(望)(能)(在)(亏)(损)(业)(务)(达)(到)(某)(个)(临)(界)(规)(模)(后)(看)(见)(盈)(利)(。“但)(在)(网)(络)(视)(频)(行)(业)(,我)(们)(还)(没)(有)(真)(正)(看)(到)(这)(个)(临)(界)(点)(,”他)(在)(采)(访)(中)(表)(示)(。“显)(然)(,我)(们)(还)(处)(在)(竞)(争)(的)(初)(级)(阶)(段)(。”
虽)(然)(各)(家)(公)(司)(纷)(纷)(通)(过)(毛)(绒)(玩)(具)(和)(游)(戏)(等)(各)(种)(形)(式)(让)(热)(门)(作)(品)(和)(角)(色)(来)(增)(加)(营)(收)(,但)(流)(媒)(体)(服)(务)(眼)(下)(依)(然)(是)(烧)(钱)(的)(业)(务)(。
腾)(讯)(将)(成)(本)(上)(扬)(归)(咎)(于)(和)(视)(频)(内)(容)(有)(关)(的)(支)(出)(,阿)(里)(巴)(巴)(则)(表)(示)(费)(用)(支)(出)(主)(要)(来)(自)(与)(新)(整)(合)(业)(务)(相)(关)(的)(支)(出)(,包)(括)(视)(频)(网)(站)(优)(酷)(土)(豆)(。
腾)(讯)(总)(裁)(刘)(炽)(平)(在)(8月)(的)(电)(话)(会)(议)(中)(表)(示)(,对)(我)(们)(来)(说)(,目)(前)(视)(频)(业)(务)(还)(处)(于)(赔)(本)(赚)(吆)(喝)(的)(状)(态)(,当)(前)(的)(行)(业)(结)(构)(实)(际)(上)(对)(大)(家)(都)(不)(是)(很)(健)(康)(。
延)(伸)(阅)(读)(
“烧)(钱)(”只)(为)(抢)(时)(间)(,
中)(国)(互)(联)(网)(巨)(头)(的)(注)(意)(力)(争)(夺)(战)(
撰)(文)(:TimCulpan
《中)(国)(视)(频)(网)(站)(争)(当)(Netflix为)(抢)(新)(用)(户)(不)(惜)(砸)(重)(金)(》,这)(是)(彭)(博)(新)(闻)(10月)(19日)(的)(一)(则)(新)(闻)(标)(题)(,讲)(的)(是)(疯)(狂)(竞)(争)(的)(中)(国)(在)(线)(流)(媒)(体)(市)(场)(。文)(章)(概)(述)(了)(百)(度)(、阿)(里)(巴)(巴)(和)(腾)(讯)(这)(三)(家)(耳)(熟)(能)(详)(的)(互)(联)(网)(巨)(头)(在)(视)(频)(业)(务)(上)(采)(取)(的)(“无)(限)(制)(”砸)(钱)(策)(略)(。
互)(联)(网)(巨)(头)(在)(流)(媒)(体)(业)(务)(上)(的)(竞)(争)(和)(之)(前)(的)(打)(车)(软)(件)(圈)(地)(战)(并)(无)(二)(致)(,那)(场)(争)(夺)(最)(后)(以)(阿)(里)(巴)(巴)(和)(腾)(讯)((滴)(滴)()胜)(出)(告)(终)(,百)(度)((优)(步)()虽)(然)(被)(打)(败)(了)(,但)(也)(从)(这)(笔)(交)(易)(中)(赚)(得)(盆)(满)(钵)(满)(。这)(次)(的)(竞)(争)(或)(许)(更)(像)(当)(初)(的)(O2O(线)(上)(线)(下)(电)(子)(商)(务)()大)(战)(,三)(家)(巨)(头)(使)(尽)(全)(身)(解)(数)(吸)(引)(消)(费)(者)(到)(自)(家)(平)(台)(买)(电)(影)(票)(、点)(外)(卖)(和)(预)(订)(餐)(厅)(。
然)(而)(,有)(一)(点)(关)(键)(区)(别)(让)(在)(线)(视)(频)(的)(重)(要)(性)(不)(容)(小)(觑)(,也)(让)(该)(业)(务)(比)(出)(租)(车)(或)(O2O更)(容)(易)(烧)(钱)(。之)(前)(的)(出)(租)(车)(或)(O2O圈)(地)(战)(只)(是)(为)(了)(在)(交)(易)(上)(分)(一)(杯)(羹)(,如)(今)(的)(流)(媒)(体)(业)(务)(争)(抢)(的)(不)(只)(是)(观)(众)(,还)(有)(观)(众)(的)(时)(间)(。
在)(现)(实)(世)(界)(里)(有)(一)(句)(俗)(语)(:买)(地)(吧)(,因)(为)(他)(们)(不)(可)(再)(生)(。在)(网)(络)(世)(界)(里)(,互)(联)(网)(公)(司)(意)(识)(到)(时)(间)(属)(于)(有)(限)(资)(源)(。用)(户)(一)(天)(只)(有)(24个)(小)(时)(,但)(有)(无)(数)(种)(方)(式)(去)(使)(用)(时)(间)(。
腾)(讯)(是)(如)(何)(从)(一)(个)(聊)(天)(软)(件)(发)(展)(成)(为)(中)(国)(最)(有)(价)(值)(的)(公)(司)(的)(?中)(国)(之)(外)(那)(些)(不)(了)(解)(状)(况)(的)(人)(可)(以)(看)(一)(下)(我)(几)(周)(前)(发)(布)(在)(彭)(博)(行)(业)(研)(究)((BloombergIntelligence)上)(的)(一)(幅)(图)(表)(。
腾)(讯)(抢)(走)(了)(中)(国)(互)(联)(网)(用)(户)(52%的)(注)(意)(力)(
神)(奇)(的)(是)(,即)(使)(你)(把)(微)(信)(和)(QQ排)(除)(在)(外)(,腾)(讯)(依)(然)(占)(据)(了)(用)(户)(7%的)(时)(间)(,而)(百)(度)(和)(阿)(里)(巴)(巴)(分)(别)(是)(9%和)(10%。BAT之)(外)(的)(公)(司)(占)(据)(了)(29%的)(用)(户)(时)(间)(,是)(一)(块)(待)(人)(来)(取)(的)(巨)(大)(市)(场)(。
百)(度)(的)(爱)(奇)(艺)(和)(阿)(里)(巴)(巴)(的)(优)(酷)(土)(豆)(经)(常)(被)(拿)(来)(和)(Netflix甚)(至)(是)(Youtube对)(比)(,但)(一)(个)(更)(好)(的)(比)(较)(对)(象)(是)(亚)(马)(逊)(的)(Prime视)(频)(服)(务)(。Netflix是)(独)(立)(的)(业)(务)(,发)(展)(自)(实)(体)(的)(视)(频)(出)(租)(服)(务)(,如)(今)(则)(依)(赖)(《毒)(枭)(》这)(样)(的)(剧)(集)(来)(吸)(引)(更)(多)(的)(每)(月)(付)(费)(订)(阅)(用)(户)(。
另)(一)(方)(面)(,百)(度)(、阿)(里)(巴)(巴)(和)(腾)(讯)(利)(用)(视)(频)(服)(务)(来)(补)(充)(其)(现)(有)(业)(务)(和)(争)(夺)(消)(费)(者)(关)(注)(,杰)(夫)("贝)(索)(斯)((JeffBezos)和)(他)(的)(万)(有)(商)(店)(亚)(马)(逊)(也)(是)(这)(样)(做)(的)(。虽)(然)(视)(频)(服)(务)(名)(义)(上)(能)(赚)(得)(会)(员)(费)(,但)(价)(格)(敏)(感)(的)(中)(国)(市)(场)(和)(来)(自)(授)(权)(或)(盗)(版)(视)(频)(服)(务)(的)(竞)(争)(意)(味)(着)(会)(员)(费)(根)(本)(不)(足)(以)(弥)(补)(成)(本)(。
有)(限)(的)(注)(意)(力)(
稍)(微)(有)(些)(不)(赚)(钱)(还)(是)(可)(以)(接)(受)(的)(。除)(了)(获)(得)(用)(户)(的)(时)(间)(和)(忠)(诚)(度)(,视)(频)(服)(务)(还)(能)(收)(集)(到)(很)(有)(价)(值)(的)(人)(口)(信)(息)(,这)(不)(仅)(有)(利)(于)(公)(司)(针)(对)(特)(定)(用)(户)(推)(出)(广)(告)(,还)(能)(在)(公)(司)(整)(个)(生)(态)(系)(统)(内)(投)(放)(广)(告)(,或)(是)(卖)(给)(第)(三)(方)(。由)(于)(用)(户)(注)(意)(力)(是)(零)(和)(博)(弈)(,用)(户)(把)(时)(间)(用)(在)(这)(个)(服)(务)(上)(就)(意)(味)(着)(他)(们)(没)(有)(时)(间)(去)(看)(竞)(争)(对)(手)(的)(广)(告)(,竞)(争)(对)(手)(也)(没)(法)(获)(取)(其)(使)(用)(数)(据)(。
我)(坚)(持)(认)(为)(,腾)(讯)(在)(广)(告)(领)(域)(已)(把)(百)(度)(甩)(在)(身)(后)(,而)(百)(度)(的)(搜)(索)(业)(务)(模)(式)(正)(深)(陷)(麻)(烦)(之)(中)(。但)(百)(度)(和)(阿)(里)(巴)(巴)(可)(以)(靠)(视)(频)(这)(种)(专)(门)(吸)(收)(用)(户)(注)(意)(力)(的)(产)(品)(来)(追)(回)(广)(告)(业)(务)(。毕)(竟)(,百)(度)(和)(阿)(里)(从)(腾)(讯)(微)(信)(那)(里)(抢)(回)(的)(每)(一)(秒)(都)(是)(一)(次)(胜)(利)(。
编)(辑)(:陶)(梦)(萦)(、王)(一)(然)(
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回)(复)(你)(感)(兴)(趣)(的)(关)(键)(词)(
立)(即)(获)(得)(关)(于)(TA的)(更)(多)(信)(息)(!
送)(书)(福)(利)(丨)(上)(海)(楼)(市)(丨)(实)(体)(书)(店)(丨)(沃)(尔)(玛)(犯)(罪)(丨)(
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