Youku Tudou Entertainment BU has three potential risks

Since 2013, Youku Tudou Group has proposed a multi-screen culture and entertainment ecosystem. In April of the same year, Youku Tudou announced the group's BU strategy and divided it into Youku and Tudou. Heyi Film Group was established in August 2014.

According to the overall strategic deployment of Youku Tudou Group, DWRH.NET believes that it fully meets the industry development trend of multi-screen and multi-screen in recent years, and also marks the strength of Youku Tudou at the smart terminal level.

However, while all parties are paying great attention to this model, Fusion Network | DWRH.NET believes that the layout of Youku Potato Group in this area will have major hidden concerns in the following areas:

(1) Whether it can grab another cup from the OTT set-top box market:

Since mid-2014, the relevant industry authorities have been continuously monitoring the OTT set-top box market. After more than six months of market regulation, the OTT set-top box and smart TV terminal market began to be gradually standardized.

In this process, including many original set-top box companies began to gradually operate in accordance with the norms of market-oriented operations, coupled with the original amount of more than tens of millions of OTT set-top box market possession, Youku potatoes this time cut into the field, the future market space How much remains to be seen.

But in addition to the OTT set-top box, Youku Tudou Group's other smart terminal is the Youku Routing Po. Its marketing approach is to sign a broadband sharing agreement with users. Users can have this free of charge in addition to OTT set-top boxes. In addition to routing treasure, it can also make money for users, this approach will attract a group of users.

(b) What is the game live channel in the end:

Youku Potato Group publicly stated at the press conference that in the day, in the future, Cloud Entertainment BU will launch a live game channel. Do not know what Yao Yao mouth said in this game live channel what?

In recent years, with the rapid development of the online video industry, various video agencies will also have different types of channels in their own network video interfaces. For Yao Jiankou, the live game channel mentioned in this article refers to a real-time broadcast channel that is set up on Youku Potato's own website? Or is it directly based on a live broadcast channel set up by a TV station or a broadcaster?

Fusion Network | DWRH.NETF believes that these two are very different. Relying on this live channel of Youku Potato, as long as it meets the specifications of the corresponding Internet domain, but if you rely on this live channel established by TV stations or broadcasting organizations, then Estimates are very difficult. After all, this is to be approved by the State Administration of Press, Publication, Radio, Film and Television and will eventually appear in the form of a call sign.

If Youku Tudou really got the relevant resources in the second form, DFWH.NETF believes there are only three possibilities:

1. Obtain the corresponding qualifications in the form of CIBN directly through cooperation with CIBN countries in Guangdong;

2. Directly cooperate with Shanghai Broad Vision, a subsidiary of Shanghai BesTV, to open a section in its “Games Competition” channel for live games, but this user group will be affected;

3. Bundle cooperation with other TV stations or radio and television organizations, through the form of television stations or radio and television organizations, but such operations will be subject to observation when they can be reviewed and approved in the future.

(3) Whether the TV column adaptation game can be implemented:

Regarding the advantages of content, Yao Key wrote many of his speeches on the day and also demonstrated the close cooperation between Youku Tudou Group and the parties at the content level.

In such an atmosphere, Youku Tudou launched an idea to make the current domestic variety shows that are very popular. In this regard, FusionNet | DWRH.NETF believes that the future risk of this approach is:

1. Whether each television station or broadcasting and television institution has obtained authorization for its derivatives while introducing various types of variety shows;

2. At present, the types of games that are popular among the general public are all types of action, adventure, simulation, role-playing, and leisure. How can various drafts or variety shows be converted into games and their market acceptance and maturity can be used by ordinary TV viewers? Accepted, these have yet to be observed.

Just as Tudou Tuo externally expressed, around the video, the layout on the game and smart terminal will ensure that Youku Tudou Group's content and services reach the effective screen, players and home users will experience the pleasure of Yingying counterparts and across the terminal Easy to connect the seams.

However, if Youku Tudou Group focuses its effort on this aspect through the above forms, the original industry layout with a bright light will have an inestimable risk factor.