369. The changing market
In the market, money and capital are the most sensitive ones.
In the first two months of 2012, WeChat's growth in China reached its highest point in history. In January and mid-February, the monthly new users were still up to 20 million!
This may be the credit of the "Xiaoweixun", the castration version of S40, or the new growth momentum brought to WeChat by phone subsidies and Spring Festival red envelope activities.
Of course, nearly a thousand new mobile phone models that have never been seen in the market may also be one of its growth-enhancing helps.
As early as the end of last year, Taiwanese businessman MediaTek Mtk released the Android smartphone platform, officially entering this market and providing cheap smartphone solutions to manufacturers.
In 2012, all well-known and unknown manufacturers took advantage of the trend to enter the mobile phone industry. MediaTek even launched a new platform in February, and the single-core main frequency has reached 1ghz. As a price butcher, MediaTek is also serious.
The mobile phone market has not stopped, but the market's attention to WeChat has begun to become extremely popular. Because except for WeChat Huaxia, WeChat's overseas development seems to be beyond everyone's expectations!
Since WeChat acquired whatsapp, it has accelerated its growth with the help of Mengguyun. Within just two months after its acquisition, the cumulative user growth has reached an astonishing 20 million! And WeChat's own growth is also at a similar level as whatsapp.
With the addition of the total number of the two, the total number exceeds 150 million. It is more than the total number of users of WeChat Huaxia!
This unprecedented user growth scared everyone.
Just counting Huaxia, according to the current speed of WeChat, it will increase by 100 million users every six months, reaching 300 million by 2013, and then 2014 will catch up with QQ.
If Shanghai Foreign WeChat and whatsapp are counted, it almost means that it will easily exceed one billion in the next two years.
In December last year, in order to acquire whatsapp, WeChat received a B+ round of financing from Sequoia. After the acquisition was completed, the overall valuation was still above $2 billion.
And now, the Spring Festival has not been long, 5 billion, 8 billion, or even 10 billion! Such asking prices are already floating around in the market.
It is no matter how much it doesn’t make money now, no one will believe that there is a fool who can mess up a celebrity product with potential to develop to one billion users.
Of course, there are constant rumors outside, but the institutions that have been negotiated above are really not. Is it a test? After contacting, most institutions have adopted a conservative and wait-and-see attitude, waiting for others to break the pit. After all, who knows whether this WeChat message can maintain this crazy trend in the next few months? Even if it is affected by the Spring Festival activities, it is OK to decline, but it cannot be a drop in a row.
Therefore, there are many people who shout, but those who really have the heart to talk about are not. But they are all characters who are afraid of losing.
Luzhou doesn't care much about this. Anyway, how should we develop and develop within WeChat? There may not be any need for financing in the first half of the year, so we just let it be called out casually.
There are also some good things in the middle, fiddling with all kinds of truths about "provoking discord".
"Mengguyun is 1.3 billion, Wechat is 2.5 billion, Mengguang + Mengguang Ecology is 800 million, and it is a total of 4.6 billion US dollars. I'm fucking me.
You may not believe it if you say it. Zhou’s big Qihoo is listed, and the total market value is estimated to be a little lower than this number.
Oh my God, this is one-tenth of the market value of my Big Penguin Empire. Why haven’t my Martyr woke up and killed this surname Lu?
Dear Dad! It’s been 2012, and I’m still using QQ from the previous two years to attract traffic. I beg you to wake up. I want to read the ticket circle. There’s nothing wrong with collecting messages offline. I want to read the official account documents. Hurry up to subsidize more writers. Go to the advertising system. I want quick payment, I want red envelopes, and money!
Dad! The Qing Dynasty is about to perish! You can’t come out and send coins to deduct them!"
The truth about this netizen has become popular online.
Of course, as far as Penguin WeChat is concerned, the new trend in the past two months is not bad. Including the accumulated base of 60 to 70 million, it won’t take long to go, and the total number of users of Penguin WeChat will soon exceed 100 million.
But the two companies know the advantages and disadvantages in the middle, only the two companies know it. WeChat is driven all the way in terms of function, and each version can basically only follow the example and cannot make too many new tricks. The situation in WeChat is really very dangerous. According to the insider's opinion, user activity can explain everything.
Penguin scarf has hundreds of millions of users, but the human heart wave does not take this seriously at all. Users should be slogans, but hundreds of millions of users should be slogans, and they know it well. They are afraid that this WeChat will become a scarf as it is done, which is called danger.
Speaking of Menggu, by the end of February, there was a very important thing that happened in the first phase of Guangnan Data Center, which had only been on track for two months. At this time, it was already fully operational.
Among them, the biggest demand is WeXun, which directly occupies more than 50% of the computing resources, although not all of this part are used. After all, WeXun has many emergencies, high peaks, and it is normal to be treated with some special care. The remaining 30% are all taken by Weitoutiao and Mengguang Ecology, and the remaining 20% are the computing resources that are open to the market.
Although some discounts and discounts are required to be given within the supply, Mengguyun's revenue has increased significantly due to the first phase of Guangnan. As expected, Mengguyun's revenue in 12 years was able to double directly from last year's basis. If overseas nodes can gradually escape losses, this may be even more.
As for the Qingdao Data Center in the north, Song Wenhui had already processed it as early as the Spring Festival. At present, the plot process needs to take some final steps, while Song Wenhui needs to complete the Qingdao branch before setting off and returning to Guangnan.
In itself, Phaeton had rented a computer room in Qingdao a few years ago. After Phaeton was acquired, the computer room was incorporated into Menggu Cloud and had previously provided some computing resources to companies in the Menggu ecosystem. This integration of the original hands and then set up a branch is much easier than pulling up a team of people from scratch. However, even so, Qingdao Center urgently needs to expand enrollment and increase senior management.
The second phase of Guangnan Center can be completed in the middle of this year, while the first and second phases of Qingdao Center will be scheduled to be completed until the beginning of 2013. After these two parts, Meng Guyun will follow closely to start the construction of a super-large data center.
Chapter completed!