Wu Yi of times weekly reporter is sent from Beijing
Regard content UGC as the survival of the times, video platform Bi Bi (the following abbreviation " B stands " ) was on capital market successfully, but after appearing on the market, b station also must return to reality from 2 dimension, admit to commercialize the pressure of backside.
This is by outside analogy " wrapping around the game company of video website appearance " , with build up of content of 2 dimension UGC, but what feed B station truly is game business actually, battalion closes occupy than exceeding 80% for a time, and what basically depend on among them is only fund game " Fate/Grand Order " (the following abbreviation " FGO " ) .
Distinction at cost of content of other video website tall look forward to and rely on a member to pay fee, game business becomes B station battalion to restrain growth advocate engine, drive its to go to the United States smoothly to appear on the market even. However, the growth that accompanying game growing cycle puts delay, advertising Wu glides, direct seeding and the branch business such as electric business are returned crudely, b station did not move toward gain, instead deficit expands.
This also forces B stands " give a group " , in order to break small numerous the hedge of 2 dimension community. Recently, b station president holds CEO Chen Rui concurrently to be in expressed in Q1 money newspaper 2019, "We began to pay close attention to an user mainly 2019 group the growth with income, exert oneself grows continuously at raising an user and commercialize ability. Exert oneself grows continuously at raising an user and commercialize ability..
About the business this year program and gain anticipate wait for a problem, phone of times weekly reporter and mail contact B station government, up to distribute news dispatches have not get a response.
Spend again count only fund game
On May 14, b station was announced 2019 report without the finance affairs of audit first quarter. Money newspaper shows, b stands total battalion controls this quarter amount to 1.37 billion yuan, grow 58% compared to the same period, but annulus is only than growing 18.87% , add fast put delay.
Meanwhile, the net loss that B stands expands somewhat. Times weekly reporter combs B station money to sign up for discovery, from 2018 come up to now first quarter the newest quarter 2019, the net loss of this company is 57.8 million yuan respectively, 70.3 million yuan, 246 million yuan, 191 million yuan, 196 million yuan. Among them, the net loss of newest 2019 quarter grows 240% compared to the same period. In the meantime, 5 quarters battalion receives above compared to the same period amplitude is respectively 97% , 61% , 24% , 15 ％ and 27 ％ , glide the trend is clear.
Battalion closes put delay, deficit to expand, after appearing on the market one year, this money newspaper that B station hands over does not calculate bright look. This is main because " advocate engine " game grows put delay. The hand swam first quarter 2019 business battalion closes to grow 27 ％ compared to the same period, although compare appreciably of before two quarters to rise, but the FGO of rebounds to still come from its sole agent 2 dimension game of this quarter.
Say none exaggeratively, this game maintained the battalion that B stands nearly two years to close. 2017 money newspaper shows, b station hand swims income is occupied in what B station total battalion closes than for 83.4% , among them FGO is occupied than for 71.8% . Nevertheless 2018 up to now, game battalion closes in total battalion occupy glide somewhat than beginning, already from 2018 first quarter 79% drop 63% to this quarter, but one of keywords that the outstanding achievement that highlights FGO mainly still is newspaper of B station money.
Laojin of investigator of senior game industry expresses to times weekly reporter, "The 2 dimension game that with B station Lai Yisheng puts is exemple, the active cycle of every game is controlled for 5 years only, classical old game can be replaced by new play gradually. " namely, only then the FGO 2016, what had walked along game growing cycle is medium later period, b stands must new play blood transfusion.
Luo Siji of game industry observer more speak bluntly, not only it is B station, two this years industry of whole country game is putting delay, include other magnate. Newest gamma data report shows, because lack innovation, the rate of prediction of a person's luck in a given year of game is more serious April this year. "Original game has entered the period of relatively mature stability, begin to be in downhill. How to seek the new play that a battalion that prop up receives, it is the serious problem that B station faces " Luosiji complements to times weekly reporter.
Telephone conference declares to go up in the money a few days ago, b station discloses, at present the company has the game reserve of more than 30 sole agents, have the reserve of game of hundreds through traffic. But because the income of four quarters was delayed last year,give, and new play battalion receives concentration to be in second half of the year, 2 quarters predict game business to be able to be greeted first quarter relatively glide trend.
Search commercialize an outlet
Game battalion closes occupy than overweight it is the problem that B station is denounced by the market repeatedly, this also forces B station to must pay attention to the business with other pictures.
Last year the money first quarter signs up for telephone conference to go up, b station ever expressed, predict to be in future 3 ― inside 5 years, b station total battalion closes about 50% come from online game, 30% contribute by advertising Wu, odd 20% come from direct seeding business.
Generally speaking, advertisement and member pay fee is two kinds of battalion with video most main website harvest source. However, b station compares discretion in the attempt of advertising Wu, to safeguard the tone sex of community, reject to stick an advertisement, this also allows B station loss many advertisement battalion close.
Money newspaper shows, q1 advertisement income was 113 million yuan of RMBs 2019, grow 60 ％ compared to the same period, but annulus comparing glided 29.64% , in total battalion in closing, occupy than be only 8% .
Additional, compare other video website, the education that B station pays cost mode to the member starts later, just rolled out old member business 2016, the end of the year was rolled out 2017 " Fu Feixian looks " mode. Up to by March 2019, b station pays cost membership number effectively to be only 4.8 million, the appearance is rarer than loving at Tecent art be close to the paying of 100 million to expend a member, this business contributes an utterly inadequate method in dealing with a severe situation.
Besides, b station is trying water direct seeding and electric business, among them fictitious advocate sow business growth is driving, but electric business battalion closes occupy lower.
2019 first quarter, direct seeding and appreciation business contributed 290 million yuan battalion to close for B station, grow 205% compared to the same period, annulus comparing grows 44.55% , growth is relatively steady. Its close in total battalion in occupy than achieving 21% , this also is direct seeding business first battalion receives contribution to occupy than exceeding 20% .
B station discloses, at present those who come from a whole world exceed 6000 the name is fictitious advocate sow in joining platform, come, audience number is adjacent 6 million, effect of vermicelli made from bean starch is extremely powerful, the participation of the user is spent, interact to spend and pay cost to lead respect result quite beautiful.
In A of right hand of left hand Tecent
On commercialized road, b station still needs to face new issue: How be between capital mediate?
the four seasons was spent last year, b station invested at the same time in Tecent, A, trade after finishing, tecent holds a scale to add to B station to about 12% , become the 2nd large stockholder; And B station also becomes a shareholder through cleaning out treasure China in A, hold 8% . This lets is originally " Tecent is fastened " B station identity is attributive complicated and confusing.
In game respect, b station and Tecent go very nearly. Before this, both sides reachs strategic collaboration in the respect such as animation, game. Chen Rui also is mentioned in the telephone conference of this quarter, game business is the closest the game that key of two years is 2 dimension game and new entertainment form, still distributed game jointly with Tecent this year " Unheard " .
And the growth of Wu of business of B station cable is bound with the deepness that clean out treasure. After becoming a shareholder in A, the Up that the first batch of B stand advocate into was stationed in clean out treasure, undertake electric business goes now. According to B the station discloses, up advocate commercialize and clean out treasure butt joint to predict this year the end of the year just can be finished, this year income respect won't contribute the figure of a dominance.
Capital of positive draw sb over to one's side while, b station also is in mad external wide net. In entertainment industry investment is encountered cold 2018, b station invested 12 animation company early or late however, before including this among them, follow free power the Netease caricature that reachs copyright collaboration.
Industrial and commercial data shows, limited company of science and technology of information of Shanghai unreal report (namely " B stands " ) invest an enterprise to amount to 68 external, enclothed game of animation, caricature, 2 dimension, fictitious God, free exhibit, electric contest, derive article wait for 2 dimension to swim up and down company.
Nevertheless, will look at present, gains is limited. 2019 first quarter, the yield net specified number that B stands is 82 million yuan, relatively the corresponding period grew 222 ％ 2018, main because sell equity earnings, and annulus compares growth only 9% .
The investment in Tecent A fails to satisfy the capital need that B stands. April, b station announces to already was finished latest issue of raise fund plan, financing amount reachs 755 million dollar.
