Renren's main business is dead, Internet financial-all networks in transition, everyone-IT information
Campus SNS renren which made its main industry has been declining, is led by Chen yizhou financial transition to the Internet. But this transition was the insiders: renren, "hot."
After the failure of privatization, once everyone is at a loss on the road to go further. Last year, after losing four consecutive quarter and more than $ 200 million, everyone continued losses in the first quarter of this year, net loss amounted to $ 23.2 million. Waterloo business performance, forcing everyone to have to consider the strategic transformation of the company, aimed at Internet banking. The industry believes that everyone on campus successfully on stage more difficult.
On one hand, all Internet banking experience, the accumulated data is mainly social data, credit analysis to financial loans without help; in addition, staging a late start on campus for all, in all spheres of industry chains do not have distinct advantages, to breakthrough has formed a preliminary structure of campus staging markets is difficult. Open seeding plate drainage attempts to save the declining success remains unclear.
Everyone is dead? Business recession to irreparable proportions
Recently, all posted first-quarter results of fiscal year ended March 31 2016. According to, the company's first-quarter net loss of $ 23.2 million, was $ 10.8 million in revenue for the quarter of 1 time, cumulative five quarterly losses.
Reporters read the results found that from 2013 for all has been wavering between losses and profits, entered a losing quarter since last year, four quarters, would have lost $ 23.8 million, $ 78.1 million, $ 82.07 million and US $ 53 million.
Once popular schools all across the country, known as the Chinese version of Facebook, when listing worth up to us $ 7.6 billion. On June 15, its market value has fallen to $ 694 million, per share is far below the $ 14 offering price of the year, only $ 2.04 trillion.
Under the influence of undervalued, before shouting "no privatization" Chen yizhou, also joined the Brigade of privatizations.
Last June, Chen proposed to share United States depository (ADS) 4.2 dollars in cash per share, or $ 1.4 privatization of buying shares of other shareholders. It is understood that the purchase price higher than the average price of 30 trading days prior to the programme 22%. However, the offer is too low, all privatisation protest was rejected by the shareholders.
Worth noting is that behind the privatization of all, is the weak performance of its main business. Earnings in the first quarter, corporate advertising and Internet value-added services on net revenues of $ 6.1 million, down 24.8%. Among them, the $ 700,000 advertising revenue, fell 72.2%. Internet value added services revenue of $ 5.4 million, down 5.6%.
Throughout 2014 earnings so far discovered, everyone's main business in the advertising and Internet value-added services net revenues decreased, as sales decline in net advertising revenue at most the most dramatic. Data showed first quarter of 2014, all advertising on net revenues of $ 7.8 million in 2015 and net advertising revenue dropped to $ 2.3 million in the first quarter.
In this regard, everyone says advertising businesses reduced partly because of the intense competition in the industry, but also as a result of traffic into mobile. Internet value-added services net revenues decreased, mainly due to the VIP members and third-party operations decline in revenue for developers.
"All users are serious loss" is accepted fact, even insiders say "everyone is dead". A all former employees who asked not to be named told reporters, under the influence of micro-blogging and micro-letters, together with all its business rapidly because of changes in the market adjustment and transformation of the business model, which makes all the main business of the recession reaches the point of irreversible.
Everyone entering the market in phases too late? Transition challenges remain:
Performance of the main business in Waterloo, forcing everyone to consider the company's strategic transformation, which reminded Chen of the Internet financial campus in conjunction with College loans and other markets. However, many industry insiders told reporters, do not look good for all loans with on campus.
A few days ago, long Chen, Chairman of voice of all introduced everyone in the media and the transformation direction. According to Chen said: " everyone today is an Internet financial firm. Now everyone is doing most of the employees of the company Internet financial services, social team of only 200 people. " Refers to planning for future investments, Chen said he led everyone is eyeing six Internet finance vertical category: student loans, mortgage loans, personal loans, commercial real estate, investment management, and financial and other specialty.
As early as 2012, Chen yizhou on investment has a keen sense of smell on their investment targets in the field of Internet financial.
As the financial investment sector of the Internet, all university students staging platform was launched in the end of 2014 "all stages."
"This time select a campus staging markets is Chen last ditch choice, he didn't want to give up all accumulated student resources. "However, one unnamed analyst told Xinhua in an interview that, everyone goes to the campus market in phases too late.
Internet analyst Tang Xin told Xinhua in an interview that, relatively high proportion for all middle school students, but that alone does not bring much to the advantage . In addition, Internet banking is a traffic pattern, rather than a full business mode. Although it can bring some income to everyone, but it was unable to attract more traffic, could not change all the current marginalization trend.
These senior analysts, who declined to be named, at the industry level in campus stage, everyone is also more difficult to succeed. Because we do not have Internet banking experience, accumulated mainly social data, credit analysis to financial loans won't help.
In addition, points out that cost, capital cost and the financial risk has been the Internet three difficulties, and in which everyone is not dominant. Campus phased projects is mainly dominated by pushing everyone online traffic advantage does not highlight, that is expensive. Second, while the investment company on the Internet for all risk assessment modeling in financial markets have helped, but students have no credit history, repayment ability, impact, cost of capital is not cheap.
"Live" drainage can save declining? Now a mystery
In addition to entering the Internet financial, is also exploring other interests for all growth. All mobile APP last year was opened on live plates, main mesh red, beauty, social relationships and so on. "The current client is beautiful for all forms of social + live operations. "These former employees told reporters.
Reporter login mobile client for all to see, a special live broadcast of plates, plates are mostly girls chat live, mainly by students, live form and the rest live Web sites, you can gift.
Live plates for everyone to a certain extent, ease the financial pressure. All annual data shows that Internet value added service revenues rose by 15.4% last year to $ 22.8 million, the main reason is because my show live video platform's revenue growth.
Currently live is divided into three major sections: the game broadcast, shows live and on universal live. The latter two's profitability is not the long term. Live game website business people believe in an interview with Xinhua, anchorman of the beauty there is little loyalty, high viscous fan presence, tend to be "short-lived", short-term interests. And millions of fans follow the live God and some enduring games live will have a greater powder capacity. It will usher in the future relating to IP, such as the right to live God Games Live (intellectual property rights) of looting.
However, everyone can become a strong IP broadcast platform, is still unknown. Tang Xin believes that broadcasting is a complete business model, it can not only drive traffic, also have mature ways of realisation. But the industry as a whole now the competition is quite intense. Enter the risk will be greater at this time. However, this mode is more dependent on the content, not so easy to be a monopoly, is not prone to too much first-mover advantage, if able to operate well, people may also be Deus Ex.
人人网主业已死，转型互联网金融 - 人人网,人人 - IT资讯
校园SNS起家的人人网主业已走向衰落，正在陈一舟的带领下向互联网金融转型。但这一转型被业内人士认为：人人网，“什么热做什么”。
私有化失败之后，曾经辉煌的人人在亏损的道路上越走越远。继去年连续亏损四季度并总额超过2亿美元后，人人今年一季度持续亏损，净亏损额达到2320万美元。主营业务业绩滑铁卢，逼着人人不得不考虑公司战略转型，方向瞄准互联网金融。业内人士认为，人人在校园分期上成功比较困难。
一方面，人人没有互联网金融经验，其积累的数据主要是社交的数据，对金融贷款的信用分析没有帮助；另外，人人在校园分期上起步较晚，在产业链条的各个环节都不具备明显优势，要想突破已经形成了初步格局的校园分期市场较为困难。而开启直播板块引流试图挽救颓势，能否成功仍是个未知数。
人人已死？主营业务衰退至不可挽回的地步
近期，人人发布了截至3月31日的2016财年第一季度的财报。数据显示，公司在第一季度净亏损2320万美元，是本季度1080万美元营收的一倍，累计五个季度亏损。
记者翻阅财报发现，人人从2013年至今一直在亏损和盈利之间徘徊，自去年开始进入了亏损季，四个季度分别亏损了2380万美元、7810万美元、8207万美元和5300万美元。
曾经风靡全国的校内人人，被称为中国版Facebook，上市的时候市值最高达到76亿美元。而6月15日，其市值已经降至6.94亿美元，每股股价也远远低于当年14美元的发行价，仅有2.04美元。
受到估值过低的影响，之前喊着“不会私有化”的陈一舟，也加入了中概股私有化的大队。
去年6月，陈一舟提议以每股美国存托凭证（ADS）4.2美元现金或每股1.4美元的价格收购其他股东股票从而进行私有化。据了解，该收购价格比方案提出前30个交易日的均价高出近22%。不过，由于报价过低，人人私有化遭到了股东的抗议而被驳回。
值得注意的是，人人私有化的背后，是其主营业务业绩不振。一季度财报显示，公司广告和互联网增值服务净营收为610万美元，同比下滑24.8%。其中，广告营收为70万美元，同比下滑72.2%。互联网增值服务营收540万美元，同比下滑5.6%。
纵观2014年至今的财报发现，人人的主营业务，即广告和互联网增值服务净营收处于下降趋势，而原本作为主营业务收入最多的广告业务净营收下降最为剧烈。数据显示，2014年一季度，人人广告业务的净营收为780万美元，而2015年一季度广告的净营收下降至230万美元。
对此，人人表示，广告业务的减少一方面是因为行业竞争激烈，另一方面也是因为将流量导入了移动端的缘故。而互联网增值服务净营收下降，主要是由于VIP会员以及三方运营开发商方面的收入下降所致。
“人人的用户正在严重流失”已经是公认的事实，甚至有业内人士直言“人人已死”。一位不愿具名的人人前员工向记者透露，受到微博和微信的影响，加上人人自身没有因为市场变化而快速进行业务调整和商业模式的转型，这使人人主营业务的衰退到达了不可挽回的地步。
人人进入校园分期市场太迟了？转型难题待解
主营业务业绩的滑铁卢，逼着人人不得不考虑公司战略的转型，这让陈一舟想到了互联网金融与大学生群体结合的校园贷款等市场。不过，多位业内人士向记者表示，并不看好人人在校园贷款的发力。
日前，久未发声的人人董事长陈一舟在媒体上介绍了人人的近况和转型方向。据陈一舟透露：“今天的人人已经是一家互联网金融公司。目前人人公司大部分员工都在做互联网金融业务，做社交的团队只剩下200人左右。”提到今后投资的规划，陈一舟表示自己领衔的人人正在紧盯六大互联网金融垂直门类：学生贷款、房地产抵押贷款、个人信用贷款、商业地产、投资管理和特种金融等。
早在2012年，对投资有着敏锐嗅觉的陈一舟就将自己的投资靶子放在了互联网金融领域。
随着对互联网金融投资渐入佳境，人人在2014年底上线了大学生分期购物平台“人人分期”。
“这时候选择校园分期市场是陈一舟不得已而为之的选择，他是不想放弃人人积累的学生资源。”不过，一位不愿具名的分析师在接受记者采访时认为，人人进入校园分期市场太迟了。
互联网分析师唐欣在接受记者采访时认为，人人中学生群体比例相对较高，但仅仅这一点并不能为其带来多大的优势。另外，互联网金融是一种流量变现模式，而非完整的商业模式。其虽然能够给人人带来一些收入，但它无法吸引更多的流量，也改变不了人人目前被边缘化的大趋势。
上述不愿具名的资深分析师则认为，在校园分期的行业层面上，人人要成功也比较困难。因为人人没有互联网金融经验，其积累的主要是社交的数据，对金融贷款的信用分析没有帮助。
另外，其指出，获客成本、资金成本和风控一直是互联网金融三大难点，而人人在其中并不占优势。目前校园分期项目主要还是以地推为主，人人在线上流量优势不凸显，即获客成本较高。其次，虽然投资的公司会对人人在互联网金融市场中风险评估的建模有帮助，但是受学生没有信贷记录，还款能力弱等影响，资金成本也并不低廉。
“直播”引流能否挽救颓势？现在还未可知
除了进军互联网金融，人人还在探索其他的利益增长点。去年人人的移动端APP上开启了直播板块，主要针对网红、美女、社交交友等内容。“目前人人客户端就是美图社交+直播的形式经营。”上述前员工向记者透露。
记者登陆人人移动客户端看到，有专门的直播板块，板块之中多数都是女生的聊天直播，以学生为主，直播形式也和其余直播网站相同，可以送礼物等。
直播板块在一定程度上为人人缓解了财务压力。人人年报数据显示，去年互联网增值业务营收同比增15.4%至2280万美元，其原因主要是因为视频直播平台我秀的营收增长。
目前直播分为三大板块：游戏直播、秀场直播以及全民直播。而后两个的盈利能力却并不长远。一位游戏直播网站的企业人士在接受记者采访时认为，美女主播很少有忠实、黏性高的粉丝进驻，往往都是“昙花一现”，短期性利益可见。而有千万粉丝跟随的直播大神以及一些经久不衰的游戏直播将会有更好的吸粉能力。这将迎来未来直播大神以及游戏直播权等涉及IP（知识产权）的哄抢。
不过，人人能否成为很强IP的直播平台，现在还是个未知数。唐欣认为，直播是一种完整的商业模式，它不仅能够吸引流量，也有成熟的变现方式。但现在行业整体竞争已经相当激烈了。这个时候进入风险会比较大。不过这种模式对内容的依赖性更强，不那么容易被垄断，也不容易形成太多先发优势，如果能够运营得好，人人或许还是可以杀出重围。