China’s largest Internet TV service provider, UPM Pollo, does not care about the industry’s defamatory “not to hardware (TV), lost content portâ€. A few days ago, the superior Pengle, which just received an Internet TV double license, appeared to be full of confidence. Shao Peng Ding, chairman and CEO of excellent friends, once again announced that he would not enter the hardware market.
As early as 2006, Premier Peng Lok, which has been involved in the Internet TV industry, has been focusing on content production. It is not a "cold" for Xiaomi, LeTV and other rising stars competing for the hardware market. However, at present, the Internet TV industry, the soft and hard mode - content + hardware is sought after by the industry, but also become a corporate financing capital. Whether or not the excellent content competition held by excellent friends and pop music can win a bloody road in the Internet TV market, the industry is generally cautious.
Premium Pengle gets OTT Double License
China’s largest Internet TV service provider, UPM Buller, announced that it has signed an agreement with Guangdong Southern New Media and China Guangdong Fang Network (Beijing) Co., Ltd. to complete Internet TV license authorization and become the first company in the Internet TV industry to obtain dual license. With this license, Premier Pengle has the qualification to provide audiovisual program services to users via the Internet.
You Pengpu obtained 528 million yuan in financing, including investors including Qianhai Life Insurance, Dahua Smart, and Huawen Media. The valuation of the company has exceeded 2 billion yuan.
Shao Pengding, chairman and chief executive officer of Ulead Poule, stated that the financing funds will be used to further enrich the contents and upgrade the technical service platform, vigorously expand the scale of market users, and lay out the future industrial development.
In addition, You Peng Pu Le Media Development Co., Ltd., a wholly-owned subsidiary of Ulead Pollock Technologies, was officially established with a registered capital of 150 million yuan. The company will focus on the business development and commercial value realization of the Internet TV B2C market. Not long ago, Youpeng Pollock and Huawen Media have just invested 200 million yuan to establish Huawen You Peng Cultural Communication Co., Ltd., mainly for exclusive copyright content purchase, distribution and film and television project investment, Huawen Media will continue to be the Peng is equipped with a business development fund of 800 million yuan.
As a result, Ulead Pollock formally announced the completion of the three major company layouts of “Yunpeng Technology, Youpeng Media, and Huawen Eliteâ€.
At present, the excellent friends and Pule business already has IPTV (interactive private network IPTV), DVB (two-way digital TV), OTT (Internet TV) full interactive TV industry form of content platform operation service solution provider. Up to now, the total number of active users on the monthly service platform provided by Ulead Pollock reached 16.2 million, and the total number of monthly active users of the total player users has exceeded 8.2 million.
Shao Yiding said that the excellent friends and Pule will realize the full realization of commercial value in terms of content-based user payment, value-added service operations such as advertising and games, and TV e-commerce.
In fact, as early as 2011, Ulead Pollock had established a joint venture with Guangdong Southern Media Group to indirectly obtain an internet television license. According to public information, in December 2010, Guangdong Southern Media Group was approved by the State Administration of Radio, Film and Television and officially qualified for the development of Internet TV integration services and program content services. On March 16, 2011, Guangdong Southern Media Group officially announced the establishment of a joint venture company with Ulead Pollock to operate its Internet TV business. Premier Pengle has thus become the first private capital company in China to have legally licensed Internet TV service qualifications. "This cooperation with Guangdong Southern Media is based on previous cooperation," said Shao Yiding.
In addition, during an exclusive interview with reporters, Shao Ding believes that double licensing is not a simple overlapping relationship in the future, because each licensee has its own very good advantages and resources, and the cooperation with the two licensees is for the industry. There are complementary strands.
The recent downturn in the stock market has not stopped the feelings of excellent friends and Polly wishing to go public. Shao Yiding also frankly stated that this round of financing, as well as double licenses, are all preparing for domestic listing.
In this regard, Xue Shengwen, senior researcher of China Investment Advisors, said in an interview with reporters that the current A-share market is relatively sluggish, and the IPO situation is not optimistic. This has caused certain obstacles to the listing of You Peng Bull. Backdoor listing is currently a good way to market.
Suspected thunder and rain
Obtained double licenses, financing 528 million yuan, excellent friends Pollock this battle is indeed amazing. However, radio and television analyst Wu Chunyong said in an interview with reporters that Ulead Boule will have a great impact on the entire industry.
Wu Chunyong believes that in fact, from his current position and structure, he is equivalent to packing IPTV, digital cable TV, and Internet TV, laying new packaging and calling interactive TV. However, for broadcast and television, since the cable TV digitization transition in 2000, interactive television came out. Excellent friends Pule simply superimposed three concepts. Therefore, this has a very small impact on the "radio and television enterprises."
For Internet companies wishing to enter Internet TV, the superior dual-licensing qualifications of Premier Pengle can certainly have a positive effect. Xue Shengwen believes that obtaining double licenses can provide a greater advantage in terms of platform and content for Premier Pengle, as well as an important boost to its valuation. It can be regarded as a "breakthrough weight" for excellent friends.
However, Xue Shengwen said that obtaining dual licenses is just the beginning of the breakthrough of excellent friends. To really break through, it needs to see its follow-up strategy implementation. The current rapid development of smart TVs has caused a great impact on the Internet TV market. The key to Outbreak's breakthrough in addition to content resources, as well as innovation, marketing, etc.
However, it seems that there are certain uncertainties in the double licences that are considered as "breakout weights" for the superior Pengle. An industry insider who declined to be named pointed out in an interview with this reporter that although Southern Media was one of the earliest companies to receive approval from the SARFT, Southern Media is on the OTT TV license plate compared to Hua Digital Media and BesTV. Among them are weaker. On the other hand, although China Wenguang’s shareholder Huawen Media is the investor of the excellent Pengle Finance, the cooperation of Huawen Media has been very extensive. Apart from this investment in Premium Pwule, it also cooperates with Youku Potato. Dahua Smart and other companies have cooperation in all aspects, and excellent friends and Pule can only be regarded as one of the layout of Huawen Media's OTT TV business.
Not only that, Shao Yiding expressed his unwillingness to get involved in the color TV industry. The above-mentioned industry insiders who did not wish to be named pointed out that Shao Yiding’s contempt for the hardware of OTT TV industry is the main reason why Ulead Poule has been lagging behind LeTV and Xiaomi’s development because hardware is the output channel and sales window of content.
According to public information, Youpeng Pule was established in 2006. On March 16, 2011, Guangdong Southern Media Group officially announced that it has established a joint venture company with Youpeng Pule to jointly run its Internet TV business, which will lead Ubonprung to become China. The first private capital company with legally operating OTT TV service qualification. At the time, Ulead Pollock was the only qualified Internet TV company. LeTV's business center was still a video site. LeTV really entered OTT TV, and launched the "LTV Super TV" night in September 2012. After that, LeTV and Xiaomi’s money subsidies subsidize smart TVs, rapidly occupying the market through hardware terminals, and then relying on the mode of annual fee for content has been used by the entire market for reference. At the start of the rise of LeTV, Ulead Pollock lost its first-mover advantage.
Shao Yiding does not seem to care about the development of hardware. It said that the positioning of excellent friends and Pule is a content platform operation and maintenance service provider. Shao Ding said that there are already many companies out of the terminal. According to the current performance of various companies, Superior Pengle believes that at this stage, the company does not have the need to deploy hardware terminals. "We prefer that any hardware manufacturer is a partner." In his opinion, what the user wants is not hardware but service.
The "Spring Breeze" of "Triple Play" faces obstacles to implementation
Although the correctness of the company's strategic direction remains to be seen, it is undeniable that the advantages of superior Pengle's dual-licensing can indeed bring breakthrough hope to the company during the implementation of the "Triple Play" advancing policy. However, Wu Chunyong's concern is whether the superior Pengle can continue to support its increasing emphasis on copyright while maintaining profitability.
"Triple play" refers to the convergence of the three major network services of the telecommunications network, broadcast television network and the Internet. After five years of trials, the tepid "triple play" has finally been implemented across the country.
On August 25th, the General Office of the State Council issued a three-network integration promotion plan (hereinafter referred to as the plan) to speed up the "triple play" across the country, promote the two-way access of the radio and television networks and telecommunications networks, and promote the interconnection and interoperability of information network infrastructure. shared.
In fact, our country has a long-standing plan for "triple play". As early as in the Outline of the "Tenth Five-Year Plan" adopted in 2001, it was the first to mention "triple play". However, the process of advancing all the way down is very difficult. It has been delayed by nearly a year than originally planned. In the industry's view, IPTV, which integrates the characteristics of television services and telecommunications services, may be the first beneficiary. As a double-license, Premier Pengle is undoubtedly the biggest beneficiary.
However, in an interview with this reporter, Wu Chunyong pointed out that although excellent friends of Pollock are increasingly paying attention to copyright, it is an important aspect that needs to be considered in terms of commercial operations, whether the cost of a huge copyright cannot be filled by other revenues.
For the realization of the commercial value of Internet TV, Shao Yiding stated that advertising and content payment will be the first to run. In an interview with this reporter, Shao Yiding stated that advertising is a channel that can realize the realization of commercial value quickly in the time dimension. What followed was content payment that has grown in recent years. As the size of corporate users grows, content payments will increase at the same time. In addition, value-added services such as education and games based on Internet TV platforms will also grow.
In this regard, Wu Chunyong pointed out in an interview with this reporter that at present, excellent friends and Foreplay financing 528 million yuan, a valuation of 2 billion yuan, through the "troika" hope to produce a win-win industrial, but the flow of funds flow, between industries Whether or not the entire county can achieve a win-win situation and whether it can balance the benefits of all aspects is the core factor that will test whether or not the strategic model of excellent friends and Pule can continue. In addition, it currently has an IPTV user group, a limited digital TV user group, and an Internet TV user group in the interactive TV. After the three user groups are added together, the number of user groups can be used to introduce future advertisements. The future needs of Pollock.
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