The streaming media industry for 11 years is like many emerging industries, and it is so full of flowers.

No, if you think about it carefully, it seems inappropriate to put the word "a small temple with strong wind, and a shallow water with many turtles" should be summarized.

At that time, there were 271.1 million American netizens, and users who watched online videos just accounted for half of the Internet population. The increasing number of American viewers watched more video content on more devices, but only 28% were willing to pay for the content (37.94 million). The rest were free parties, magnetic links, and users who browse short videos such as YouTube, Facebook, Vevo (Hulu, Google, Sony Music and Universal Music in the music industry).

According to an article by MSN, only 30% of the general consumption concepts of long video users are willing to pay in Generation X, which has the most concentrated base of netizens (the concept of the post-80s in the United States), and only 70% of the people are dependent on each other, and the monthly renewal is more than 6 months.

In other words, Netflix's more than 20 million members may only renew for about 15 million, which is also the main reason why Netflix still has imbalance in revenue and expenditure in market share: the concept of payment is not "subtle" enough.

Of course, even if the market is not mature enough, Sony, Disney, Google, and Amazon will soon end up in competition, and there will definitely be a bright prospect.

This is true. From Netflix's huge investment in 2009, to 2011, the growth of video website users in these two years has been very fast at all ages. With the further popularization of smartphones and 4G base station equipment applications, the distribution of all ages has generally increased.

Among them, eMarketer pointed out that among online video users, watching high-quality content is becoming more and more popular.

American adult online video users have watched long dramas online in the past month, compared with the same period in 2009, and feature-length movies have become quite popular. In 2011, 37.1% of online video users have maintained the habit of downloading or watching feature-length movies online every month.

In other words, the penetration rate of this industry is growing rapidly, and even benefiting from the expansion of the smartphone market, the benign communication foundation, and the provision of cross-screen content, the mobile long video end will maintain a high growth rate in the next 10 years until it reaches the industrial ceiling.

......

"...Thor 2: Dark World" has received the opening amount of 4,020 cinemas. There are 63 first released areas, including Asian markets such as China, Japan, Hong Kong Island, etc., but the pre-sale results of the film are not outstanding. The major ticketing websites sold a total of 18.5 million."

In the office, Liam made a few summary reports.

"For the entire weekend (22nd to 24th), there are not many new films released at the same time. Most of them are documentaries and movies introduced overseas? For example, "Jingwu Fengyun: Chen Zhen" and "Warring States" (played by Sun Honglei? Bad movies)? There are only two competitive ones: the comedy "Taylor Perry's Mada Happy Family" produced by Lion Gate and the love film "Elephant Playing in the Water" starring Robert Pattinson."

"The "Avengers" trend cannot be always there, right? The first MCU gathering is easy to be fresh in the audience. I think such pre-sale results are already very good, especially compared to the screening of the first part of Thor in North America." Lehman looked through the scheduling list of the theater alliance? Some calm analysis.

"Well? The schedule is good for us? If the results of the first week can be improved, the subsequent operations will be stable."

On the side? On the TV that was turned on, the screen was playing a replay of "Tonight Show". Chris Hemsworth's humorous and funny words won him more than 5 million real-time viewers on the eve.

"Fox's media promotion ability is very good? Globally, the public opinion index of the main actors is not low? Perhaps it is because our movie is relatively high in the summer season, and the audience's enthusiasm for watching movies has not been slapped."

"The times are different? Remember to pay more attention to the exposure guidance of mobile terminals." Lehman reminded.

"Don't worry? We have a dedicated team responsible for advertising pushes in this regard."

"That's good, you go and do it."

After saying that, Liam went out.

When he talked to Perlman about the distribution of derivatives and the authorized operation of the market, it was too late.

He is really busy? Several projects are starting to learn about the marketing of "Thor 2". Then there are many characters to be developed on Marvel Entertainment, and he has to check it out. There are also many things in the fields of games, animation, etc. "Despicable 2" is also developed under the host of Maledanderry. Every day, it is full of a lot of information to be sorted out.

Even when I get home, I sometimes look at various work emails under Eva's strange eyes.

Well, is Johnson moving quickly with a platform like CAA?

I saw that a acquisition target was clearly outlined in the several documents he sent.

......

The market share of online video websites is about 5%. They are not controlled by major media companies, and there are not many of them. These companies can be roughly divided into two situations. Some of them are built by people recently, and most of them are controlled by some pioneering Internet leaders in the hands of purely supplementary video services (such as domestic Thunder will have to interfere in video content);

The second category is the opposite. They are all very motivated companies, targeting the long video market, but they have suffered losses for various reasons and are very burdened. Johnson is interested in the second category.

After several rounds of polling and evaluation, FOtv, a website platform that has been established for less than two years, has entered his vision.

It's very simple, with a foundation, a team, and investors also have the idea of ​​leaving the market, so it won't be troublesome to get in touch.

The next morning, Johnson came with Fireflies.

"FOtv's copyright library mainly includes film source authorization and old films from some second- and third-tier film companies, and the number is not large. There are less than 1,600 films of various types. Some of the content is very cool, that is, online supervision is not strict and there is no restrictions on adult channels, so they have taken advantage of loopholes. Otherwise, how could they openly and get traffic?" Johnson pointed directly at the core of their user group, "I even think that some dramas that are more yellow and explicit than HBO are brought in directly from San Fernando."

Well, in the early online video industry, similar things were common, driven by profit and cost-effectiveness. When Netflix was renting DVDs, it even sold color films, but later it became bigger and washed its hands.

"How is FOtv's market share and user stock?" Lehman asked indifferently. Anyway, after the acquisition, the removal of illegal content will definitely be done.

"This is OK. The average monthly viewer count is more than 2 million, but the proportion of paid groups is not high, with only about 100,000 users. A large part of this may be a membership for the convenience of watching cool movies. Oh, and there are 8 technicians in FOTV, but no professional in charge of marketing may have been laid off or something. Because the investigation here shows that because the competition in the online video industry is getting more and more fierce, they have been losing money and cannot find a reasonable model to cash in on the burden of costs. The investors behind it already have the idea of ​​selling it. Under all kinds of pressure, if no one takes over, it is very likely to be split and sold to other homogeneous companies."

Johnson made a special trip to Silicon Valley and collected a comprehensive information. "Of course, although FOTV does not have healthy finance, their assets are not low. I won't talk about the film library. In addition to the authorized ones, there are 8,900 of them bought, worth about 3 million yuan. With the construction of the entire platform, algorithm results, etc., it can also be valued at 45 million yuan. Including personnel compensation and mixed bandwidth costs, a FOTV that has been developing for two years should not be less than 12 million yuan."

"12 million? Very good business." Lehman nodded, "I want the technical team team, but I won't renew the contract after I get the authorized content. We will create our own content library and do a content screening."

“Not that easy.”

Johnson smiled, "Those investors are not fools. Maybe they don't invest so much money, but they will not sell at a low price for the corresponding value of these market shares and the cultivation of users."

"As long as it is appropriate, the appropriate premium is not a problem," Lehman said affirmatively.

"Well, then I'll wait for two days to discuss the price."

"Just get this done smoothly."

Lehman's greatest experience is the emphasis on film and television content.

He thought for a while and said, "Let's do this, the bottom line I'm willing to accept is a 2-fold premium. If it doesn't work, you can consider digging up their technical team backbones to build them again."

"Anyway, from a financial management perspective, I hope this investment can be invested before the tax season at the end of April, so that we can also obtain some tax refund clauses." Lehman left the information on the boss's desk and reminded Johnson.
Chapter completed!