China Mobile's revenue is equal to 6 Tencent: who is really local? China Mobile, Tencent, telecommunications-IT information

We briefly compare the representatives of central China Mobile and representatives of private Internet giant Tencent performance in 2015. Recently, both at home and abroad of China's local listed companies have reported earnings, and allows people to get a glimpse of local resources, we briefly compare the representatives of central China Mobile and representatives of private Internet giant Tencent performance in 2015.

A move is equal to 6 Tencent, but three years ago, is equal to 14

Mobile 2015 annual results announcement in 2015, revenue of 668.3 billion yuan, an increase of 2.6% which communications services revenue was 584.1 billion yuan, a drop of 1.3%; the profit attributable to shareholders was 108.5 billion yuan, a drop of 0.6%.

Tencent released a quarter of 2015 and the annual performance report, annual revenue exceeded 100 billion yuan, and rose as high as 30%, the annual net profit of 28.8 billion yuan, an increase of 21%.

In this way, we can easily come to a conclusion, and China Mobile (listed company) income equivalent to Tencent's 6, so how much distance between the Telecom and Internet giant.

However, if you look at growth, that conclusion would not be so. In fact, we turn the clock back three years, look at 2012 earnings.

China Mobile 2012 performance data shows that its 2012 operating income of 560.4 billion yuan, an increase of 6.1% its profit attributable to shareholders of 129.3 billion yuan, an increase of 2.7%. Tencent 2012 annual revenues of 43.894 billion yuan, an increase of 54% and net profits of 12.332 billion yuan, an increase of 24.8%.

It can be seen that in 2012 when an approximately 14 Tencent of China Mobile in just three years, Tencent will be followed up, in such a development, in another five years, Tencent may income equalled China Mobile. Of course, this is based on the simple logic, it may not be so simple.

Neither the number of users, chips are in the hands of more and more

China Mobile and Tencent are the two companies in the Chinese market, has the largest number of customers of the two companies, the number of users exceeds 800 million, so that users are all other industries and companies envy envy hate.

Moving 4G by 2016 the number of users has already reached 360.366 million, total number of mobile users reached 831.264 million. Move the cable broadband subscribers was also published for the first time, totaling 57.931 million households. Similarly, the subsidiary of Tencent QQ number reached 853 million active users, app and the Wechat merged months at 697 million active accounts.

Both companies also similarities in user growth. Tencent QQ months active accounts fell for the first time this year, reducing monthly active accounts 0.8%,QQ space up and down the chain were down by about 2%. Micro-and Wechat number of users on average one-quarter increase of 50 million. China Mobile's mobile users have reached the ceiling, is just now 4G users and broadband users.

China Mobile has been in the real-name system, Tencent QQ the real-name system and there is a gap, but Tencent QQ micro-letter account apparently expanded better than the mobile phone number and value, Tencent user account on the development of further than China Mobile, mobile holding BRIC is still looking for dining room.

Businesses come and go, China Mobile, Tencent to do the wedding dress

China Mobile reported in 2015, mobile data communications service revenues reached 52% per cent of income. Experts argue that this is a mobile data service revenues for the first time in more than voice services, marking the basic operators less reliant on traditional voice, SMS MMS business, traffic has become the main driver of revenue growth.

According to the company's earnings report, communication becomes QQ2016 year of a new strategic focus, will focus on entertainment, Office, education and gaming verticals to increase development efforts. In the education scene, QQ school. teacher-student group amounted to 5 million, Tencent class registered users up to 35 million, for "Internet + education" provides a solution; in Office scenario, mobile QQ number of calls exceeded 40 million times a day, call duration exceeded 600 million minutes a day, transfer files peak 200 million times a day (number of files), screenshot function use 140 million times a day.

China Mobile's revenue mainly due to the increased traffic, and that traffic growth has not brought enough income, but this kind of traffic growth and flow rates down significantly contributed to the outbreak of mobile Internet applications, which leading to Internet service providers, including Tencent yields up.

Employee income varied widely, local companies survive difficult

From an earnings perspective, Tencent and China Mobile are very rich, the company pays well, profits were still good, good new business growth, but the employees of the two companies may be very different.

It is said that before 2015 total remuneration cost for 6 month Tencent 8.602 billion yuan, monthly fees cost 51,000 yuan per capita, up 8.5% over the 2014.

Earlier in July 2015, the concluding meeting of the year, move the release programme of cuts. Shows, mobile salary grade levels above official down 50%, lowering team members of the company, the province 40%, 20% executives at the Director level drop. Although led adjustment that is not completely implemented, but the salary is not possible. China Mobile had ten years without increased wages now average only Tencent one-tenth.

Taken together, Tencent and China Mobile were local companies, while staff feel vary widely, but telecom operators and Internet companies in the future are likely to converge on the same road to the information industry, even if the differences in the development of the two companies, cannot cover up the basic facts of win-win cooperation between the two sides. Local is local, China Mobile will still have a bright future in the future.

中国移动营收等于6个腾讯：谁乃真土豪？ - 中国移动,腾讯,电信 - IT资讯

我们在这里简单的比较一下代表央企的中国移动与代表民营互联网巨头的腾讯在2015年的表现。最近一段时间，国内外的中国土豪上市公司都在公布财报，让人们得以一睹土豪们的家底，我们在这里简单的比较一下代表央企的中国移动与代表民营互联网巨头的腾讯在2015年的表现。

一个中移动等于6个腾讯，但三年前却是等于14个

中移动2015年度业绩公告显示，2015年营收达6683亿元，同比增长2.6%;其中通信服务收入为5841亿元，下降1.3%;股东应占利润为1085亿元，下降0.6%。

腾讯发布了2015年四季度及全年的业绩报表，年收入突破1000亿元，同比增幅高达30%，全年净利润达到288亿元，同比增长21%。

这样，我们就可以简单的得到一个结论，中国移动（上市公司）的收入就等于6个多腾讯，由此可见电信运营商与互联网巨头之间的距离有多大。

不过，如果在看看增长，那得到的结论就不会是这样。事实上，我们把时光倒推三年，看看2012年的财报数据。

中国移动2012年业绩数据显示，其2012年营运收入为人民币5604亿元，同比增长6.1%；其股东应占利润为1293亿元，增长2.7%。腾讯2012年全年营收438.94亿元，同比增长54%，净利润123.32亿元，同比增长24.8%。

由此可见，在2012年的时候，一个中国移动约等于14个腾讯，短短的三年时间，腾讯就追了上来，以这样的发展速度，再过五年，腾讯很有可能在收入上追平中国移动。当然，这是建立在简单的逻辑基础上，事实可能并非如此简单。

用户数难分伯仲，手中的筹码都是越来越多

中国移动和腾讯两家公司是在中国市场上拥有客户数最多的两家公司，用户数都超过8个亿，这样的用户规模简直是让其他所有行业和公司都羡慕忌妒恨。

中移动的4G用户数在2016年累计已经达3.60366亿户，移动用户数总数达8.31264亿户。中移动还首次公布了有线宽带用户数，总数达5793.1万户。同样，腾讯旗下的QQ活跃用户数已达8.53亿，微信以及Wechat的合并月活跃账户达到6.97亿。

两家公司在用户增长上也存在相似性。腾讯的QQ的月活跃账户今年第一次出现环比下滑，减少了0.8%，QQ空间的月活跃账户同比和环比都下跌了2%左右。微信以及Wechat用户数平均一个季度能增长5000万。中国移动的移动用户数已经基本达到天花板，现在增加的也只是4G用户迁移和宽带用户。

中国移动的用户逐渐都在实名制，腾讯的QQ实名制还存在差距，但腾讯的微信与QQ账户显然在拓展性和价值上比中国移动的手机号要好，腾讯在用户账号的开发利用上也比中国移动要深入，中国移动手里抱着金砖却还在到处找食堂。

业务此起彼伏，中国移动为腾讯做嫁衣

中国移动财报显示，2015年，中移动数据业务收入占通信服务收入比达到52.0%。专家人为，这是中移动数据业务收入首次超过语音业务，这标志着基础运营商对传统语音、短彩信业务依赖程度降低，流量已成为拉动其收入增长的主要驱动力。

按照腾讯的财报，场景化通讯成为QQ2016年新的战略重点，将围绕娱乐、办公、教育、游戏等垂直领域加大拓展力度。在教育场景中，QQ家校.师生群用户量达500万，腾讯课堂注册用户达3500万，为“互联网+教育”提供了解决方案；在办公场景中，手机QQ每天通话次数突破4000万次，每天通话时长突破6亿分钟，传文件高峰每天2亿次（文件个数），截图功能每天使用1.4亿次。

中国移动的收入主要得益于流量增长，这种流量增长却没有换来足够的收入，但这种流量增长和流量资费的下降却大大促进了移动互联网应用的爆发，由此带来了包括腾讯在内的互联网服务商的收益大增。

员工收入大相径庭，土豪公司生存艰难

从财报上看，中国移动和腾讯都很有钱，公司收入不错，利润不错，新业务成长不错，但两家公司的员工心态可能迥然不同。

据说，2015年前6个月腾讯的总酬金成本为人民币86.02亿元，月人均的酬金成本为5.1万元，比2014年同期上涨了8.5%。

同期，2015年7月年中总结会上，中移动发布了降薪方案。方案显示，中国移动二级正职以上官员年薪将降50%，各省公司班子成员降40%，处长一级管理人员降20%。虽然后来因领导调整而并未彻底执行，但涨工资却是不可能的。中国移动已经十年未涨过工资，现在的人均工资恐怕只有腾讯的十分之一吧。

综合起来看，中国移动与腾讯都还是土豪公司，虽然员工的感受差别极大，但电信运营商和互联网公司在未来很有可能殊途同归走到信息产业的同一条道路上，即便两家公司的发展途径存在差异，也不能掩盖双方合作共赢的基本事实。土豪仍是土豪，中国移动未来仍会有一片光明的前途。