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published in(发表于) 2016/10/31 9:50:57
Sohu seriously short of money: to borrow 1 billion yuan from subsidiary changyou,

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Sohu seriously short of money: to borrow 1 billion yuan from subsidiary changyou-Sohu and enjoy-IT information

Group of four consecutive quarterly losses, intends to borrow 1 billion yuan from subsidiary, judging from the latest earnings data, once one of the four portals outside of Sohu and sogou removal per cent growth, including the cash cow of the year tour and hopes of Sohu poor video performance, Board Chairman and CEO Charles Zhang, Sohu Sohu confident Lakes but the Internet has already changed the spring and Autumn period.

According to Sohu has issued in recent days for the third quarter ended on September 30 this year reported, Sohu's total revenue of $ 411 million for the period, up and down the chain declined by 21% and 2%, respectively. According to Non-GAAP (non-GAAP), Sohu's net loss of $ 65 million of belonging and vested in Sohu's net profit of 49 million dollars in the same period last year.

From the business divisions, Sohu's advertising revenues were $ 111 million, down 27%; search revenues of $ 166 million, an increase of 2%; online gaming revenue of $ 99 million, down 35%.

Sogou Sohu, one of the few highlights of performance. Data shows that search mobile search traffic grew more than 1 time a year earlier, contributing close to the overall flow of 3/4, mobile search revenue contribution to the overall search revenue to reach 58%, 30% lifting almost 1 time per cent from a year earlier, is currently at the top of the medical, artificial intelligence and other dog has bet on the layout.

However, once the mainstay, but dwarfed by Sohu. Third quarter, Sohu in brand advertising revenue of $ 111 million, Sohu media platform (that is, not including other Sohu video media business) revenue of $ 48 million, 2% compared with the previous quarter, Sohu video revenues amounted to $ 25 million.

Brand advertising revenue of $ 113 million in the last quarter, Sohu. Among them, Sohu media platform revenue of $ 47 million, compared with 4% the previous quarter. Sohu video advertising revenue of $ 32 million. Public data show, groom of the same advertising as the main revenue reached $ 205 million in advertising revenue in the second quarter of this year, an increase of 16%.

Sohu's blood-line game that year also faces growing embarrassment with their peers. Because the new game Super Smash Brothers and Knights of the blue line, and enjoy mobile games total in the third quarter average 2.8 million monthly active users, up and down the chain of 17%. Swim, according to Chief Financial Officer Zhou Jing, "said tour in both revenue and net profit exceeded the company's guidance forecasts. Four quarters of revenue and online game revenues will decline slightly. "

According to Sohu's earnings in the second quarter of this year as a reference, Sohu online game revenue of $ 99 million, up and down the chain down 42% and 3%, respectively. NetEase online game services is carried out in the period net income of $ 969 million, up and down the chain increased by 76% and 7%. Tencent's gaming revenue in the second quarter of this year rose by 32% to 17.124 billion yuan (2.527 billion u.s. dollars).

Independent IT analyst Tang Xin told the media that, Sohu's total revenue or brand advertising revenue declines, Sohu, the cause is not found, reliable new profitable business, shrinking traditional media businesses, primarily in the changing media, Sohu, did not keep up with the pace of change. Sohu in the mobile social games are not outstanding. Game business declined mainly because Sohu in new game development and operational performance, especially the slow development of mobile terminal.

General industry concern is raised, Sohu will swim and reach a loan agreement of up to 1 billion yuan. Sohu said that proposed the loan fund's do not include travel and search dog operations. Point, Sohu's loan will be used to support video services.

Zhang recently published increase Sohu video homemade play input signal. He repeatedly emphasized that the procurement is the black hole of burning money, Sohu video will embody the core competitiveness in the generated content, and trying to reduce video loss of this strategy.

Once billion gamble the voice of China's Sohu video now tighten the purchase appears to be a rational thing to do, but still strongly in the BAT blood supply under the video competition, Sohu video trying to self-inverse hit could be a long battle.


搜狐严重缺钱:向子公司畅游借款10亿元 - 搜狐,畅游 - IT资讯

集团连续四季度亏损,拟向子公司借款10亿元,从最新财报数据来看,曾经四大门户之一的搜狐除搜狗同比保持增长之外,包括当年的现金牛畅游以及被寄予厚望的搜狐视频均表现欠佳,虽然搜狐董事局主席兼CEO张朝阳仍对搜狐信心十足,怎奈互联网江湖却早已换了春秋。

根据搜狐近日发布的截至今年9月30日的三季度财报显示,期内搜狐总营收为4.11亿美元,同比与环比分别下降21%和2%。按照以Non-GAAP(非公认会计原则)计算,归属搜狐的净亏损为6500万美元,而去年同期归属搜狐的净利润为4900万美元。

从业务划分来看,搜狐品牌广告营收为1.11亿美元,同比减少27%;搜狗营收为1.66亿美元,同比增长2%;在线游戏营收为9900万美元,同比下滑35%。

搜狗成为搜狐为数不多的业绩亮点。数据显示,搜狗移动搜索流量较上年同期增长一倍以上,贡献接近整体流量的3/4,移动搜索收入对整体搜索收入的贡献达到58%,较去年同期30%的占比提升接近一倍,目前在热门的医疗、人工智能等方面搜狗均有押宝布局。

不过,搜狐曾经的支柱业务却相形见绌。今年三季度,在搜狐1.11亿美元的品牌广告收入中,搜狐媒体平台(即不包括视频业务的其他搜狐媒体业务)收入为4800万美元,较上一季度增长2%,搜狐视频收入为2500万美元。

而在上季度搜狐品牌广告收入为1.13亿美元。其中,搜狐媒体平台收入为4700万美元,较上一季度增长4%。搜狐视频广告收入为3200万美元。公开数据显示,同样以广告为主要营收的新浪则在今年二季度广告营收达到2.05亿美元,同比增长16%。

搜狐当年的造血利器游戏同样面临着与同行差距越来越大的尴尬。 由于新游戏《大大大乱斗》和《苍之骑士团》的上线,三季度畅游的移动游戏总计平均月度活跃用户数为280万,同比和环比均上升17%。据畅游首席财务官周晶表示,“畅游收入和净利润均超出公司的指导性预测。四季度的总收入和网络游戏收入将略有下降”。

按照搜狐今年二季度财报数据作为参考,搜狐在线游戏收入为9900万美元,同比和环比分别下滑42%和3%。网易则在期内实现在线游戏服务净收入9.69亿美元,同比与环比分别增长76%和7%。腾讯游戏收入在今年二季度则同比增长32%为171.24亿元(25.27亿美元)。

独立IT分析师唐欣对媒体表示,无论是搜狐总营收还是品牌广告营收的下滑,原因都在于搜狐没有找到可靠的新盈利性业务,传统媒体业务萎缩,主要是媒体形式在变化,搜狐没跟上变革步伐。搜狐在移动社交上的玩法并不出众。而游戏业务的下滑主要因为搜狐在新游戏开发和运营上表现不佳,特别是移动端发展缓慢。

引发业界普遍关注的是,搜狐将与畅游达成一项最多10亿元的贷款协议。搜狐称,拟用此次贷款资助旗下不包括畅游和搜狗的业务。有观点指出,搜狐此番借款将用于支持视频业务。

在近日张朝阳也发表了加大搜狐视频自制剧投入的信号。他多次强调内容采购是烧钱的黑洞,搜狐视频将在自制内容上体现核心竞争力,并试图通过这一战略降低视频业务亏损。

曾经亿元豪赌《中国好声音》的搜狐视频如今收紧内容购买看起来是理性之举,不过在BAT仍然大力供血视频竞争的格局下,搜狐视频试图通过自制逆袭可能是一个漫长的战斗。





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