The announcement of the A-share listed company always brings surprises to the people. The forefoot accidentally revealed the hammer's financial report, and later revealed that Baidu sold 91's "shocking" news.
The A-share listed company Zhidu (000676) announced that its controlling shareholder’s unanimous action, Fujian Zhidu, a wholly-owned subsidiary of Tibet Zhidu, intends to acquire Baidu’s 91 wireless iOS business. Zhidu shares this company, in 2015 to 100 million yuan valuation acquisition of Palmevision ( Heartworld in 2011 with 160 million yuan valuation to obtain investment in innovative workshops and other institutions, four years shrink 40% ) half of the shares The core business of Palm International is AppChina Application Exchange.
Quite circumscribed, simple translation is, AppChina App Store, the domestic (previous) second camp of Android application store, to acquire 91 wireless iOS business from Baidu. According to the description of the listed company's announcement, Palm International will be launching the iOS distribution project.
Since Baidu purchased 91 Wireless fully for a price of 1.9 billion U.S. dollars in 2013, the discovery coincided with the launch of the WeChat “small program†for internal testing, which was inevitably another argument for Baidu.
Baidu sell iOS distribution no problem when the wrong 91 as the middle page
According to informed sources to Lei Feng network (search "Lei Feng network" public concern) revealed that the transaction has actually been reached. In terms of popular expression, the 91 wireless iOS business can be said to have "sold." However, the webpage app.91.com that opened the business was still named "Baidu's Brand" on the webpage.
When Baidu acquired 91 Wireless, 91's iOS business has faced piracy problems. 91 was once China's largest iOS jailbreak application distributor. With 91 wireless seeking to become standardized and public, pirated iOS applications on its platform must be contained. On the other hand, the demand for jailbreaking is decreasing at the consumer level, and the growth of the iOS business has become a big problem. Prior to the sale in 2013, 91Wireless has been aggressively expanding the Android application distribution market with impressive results.
It can be said that, Baidu from the acquisition of 91 wireless, its iOS business is a tasteless, and now since someone is willing to buy, naturally sell cost-effective.
However, the sale of 91 wireless iOS business is understandable, does not change the conclusion that Baidu's acquisition of 91 wireless this step down.
Baidu left the mobile Internet is a topic that has been discussed numerous times. However, there is another perspective to review the "middle page" strategy proposed by Li Yanhong in 2011. By providing interface and equity binding, Baidu provides diversion and realization for a large number of vertical Internet services, and connects users and Internet services with intermediate pages to form a closed loop.
This is a strategy that actually succeeds in practice. In the acquisition of 91 wireless, it is clear that Baidu has treated distribution platforms like 91 Wireless as "middle pages." In fact, those distributed apps are "middle pages."
This is the defeat of a purely minded game. Baidu sees the mobile Internet as the next level of its own business. It uses the previously successful thinking to deploy business and merger assets. However, we can now see that we must think of ourselves as the mobile Internet itself and make it possible to make a difference on the mobile Internet.
It seems that Baidu has realized this problem, so spare no effort to promote Baidu is AI itself.
The concept of WeChat "not a thief" is doomed to small programs not App Store
The reason for referring to the "middle page" strategy is that the WeChat applet resembles Baidu's "middle page" strategy.
Of course, many commentators will be on the surface comparing the WeChat applet with the Baidu light application. In fact, it is not the same thing.
If we sum up WeChat's six-year product theory, we can use three words to sum it up: “It's not a chicken thief†– it is comparable to “Don’t be evil†on the wall of Google’s headquarters.
In ideology, WeChat opposes traffic aggregation and ranking. For the speculative behavior aimed at obtaining traffic, WeChat's crackdown is that most people on the Chinese Internet will never come.
At the Tencent strategic level, the strategic value of WeChat's connection is much higher than the commercial value of the distribution or diversion. In fact, the WeChat platform public number ecology has formed a unique rule. These rules will not change because of the advent of small programs.
Therefore, the strategic value of the applet is quite similar to that of Baidu's "middle page" in that year. It helps the developer of the segmented user realize the connection between the user and the mobile Internet business, and then expands the barriers of WeChat connection.
What is slightly different is that Baidu's middle page itself has brought huge capital flows, and Baidu has also consciously controlled traffic and cash flow in it. However, Tencent's applet does not seem to be an issue. In contrast to today, WeChat has a huge sphere of influence on mobile payments and on the offline business. The commercialization of small programs does not have to be entangled with the applets themselves.
Imagine that when the public number first connected content and readers, it made WeChat the largest reader; later, the public number connected the brand and the customer and became the largest CRM; now the applet strengthens the developer's ability to connect users. Will enable WeChat itself to continue its strategy of upgrading.
What is worth mentioning is that the public nature of WeChat does not cause monopolistic harm to the industry. On the contrary, it may also promote new product opportunities. Content Distribution Unicorn has its headlines today, CRM is small and the United States has a car dealer, are postponed WeChat's strategic ideas, running on the product faster than WeChat more detailed products.
For small programs, the most worthy thinkers of the vast majority of entrepreneurs may not be the small programs themselves, but the small programs as they develop a new market.
For the commenters who have observed WeChat for six years and cried and cried out for WeChat to be realized, we hope that the WeChat "PPC Ranking" will be read every day with a silent meditation on "Not a Thieves" by copying Zhang Xiaolong's quotations of "Run and Go" ten times.
All in all, Baidu's sale of iOS 91 does not represent the end of the mobile distribution era - that era has already ended; and micro-channel launch of small programs does not mean that the arrival of a new era of mobile Internet traffic distribution - WeChat simply does not intend to do this.
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