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金晓天

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- 金晓天金晓天
  ·2020-11-19
  ，
  Li Yanhong's $3.6 billion bet on YY live broadcast was shorted by muddy waters
  百度宣布36亿美元收购YY直播之时，浑水做空YY直播，称其大约90%都是欺诈行为。这次事件是否会影响百度与YY的联姻？ 11月17日，百度在李彦宏52岁生日当天以买买买的方式送上了一份价值36亿美元
  Li Yanhong's $3.6 billion bet on YY live broadcast was shorted by muddy waters
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- 金晓天金晓天
  ·2020-02-20
  gghhvdti
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- 金晓天金晓天
  ·2020-02-01
  TNB
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- 金晓天金晓天
  ·2020-01-27
  fvhuuj
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- 金晓天金晓天
  ·2020-01-27
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- 金晓天金晓天
  ·2020-01-27
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- 金晓天金晓天
  ·2020-01-27
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- 金晓天金晓天
  ·2019-10-20
  $超导技术(SCON)$345555333
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- 金晓天金晓天
  ·2019-10-18
  $旭明光电(LEDS)$hhhhhh
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- 金晓天金晓天
  ·2019-10-12
  o$金能科技(603113)$
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Will this incident affect the marriage between Baidu and YY? On November 17th, on Li Yanhong's 52nd birthday, Baidu gave a gift worth $3.6 billion-YY live broadcast by buying in buy buy.</p><p>Baidu will acquire Huanju's domestic video entertainment live broadcast business (i.e. YY live broadcast) for approximately US $3.6 billion in cash, including but not limited to YY mobile application, YY.com website and YY PC. The transaction is expected to be completed in the first half of 2021.</p><p>Since the beginning of this year, seeing the prosperity of Tik Tok and Aauto Quicker, Baidu has made frequent actions on live broadcasts. Under the trend of accelerating migration of the entire Internet traffic to short videos and live broadcasts, the live broadcast business can not only make up for the shortcomings of Baidu's mobile content ecosystem, but also help it build a closed business loop of content, users and e-commerce, which is expected to revitalize traffic and improve monetization. ability, and the acquisition of YY seems to be a good move.</p><p>The acquisition of YY Live Broadcast will be the biggest acquisition in Baidu's history. Baidu's last big deal was the $1.9 billion acquisition of 91 Wireless, which is known as the Internet acquisition joke.</p><p>However, on November 19th, Muddy Waters Research, a well-known short-selling agency, labeled this gift from Li Yanhong: fake.</p><p><b>YY Response: Muddy Waters Ignorance of Live Broadcast</b></p><p>On November 19th, Muddy Waters issued a document through its official account saying that almost all YY live broadcasts were fake. Affected by this, the stock price of YY Live once fell by nearly 30%.</p><p>Muddy Waters said in a brief report that the survey showed that about 90% of YY live broadcasts were fraudulent and a fake ecosystem. High-earning live performers earn a small percentage of the total reported.</p><p>According to the report of Muddy Waters, most of the props for \"rewarding\" the anchor on the live broadcast platform are the rewards previously received by the anchor himself, and even some \"rewards\" come from the YY server. Among them, about 50% of YY Live's gift reward revenue comes from YY servers, and about 40% of the revenue comes from outside<a href=\"https://laohu8.com/S/300024\">Robot</a>Or the anchor brushes the bill.</p><p>Muddy Waters takes RCT _ Khan, the most popular overseas Internet celebrity broadcast by YY Live, as an example: As of the end of March this year, the number of golden beans in RCT _ Khan reached 51.5 million, which, if true, is equivalent to a monthly salary of US $50,000. However, Muddy Waters alleges that one of RCT _ Khan's top rewarders is actually himself, even the avatar picture is the same; In addition, there are well-known anchors \"Modern Brothers\". Even if they are not broadcast live on the platform recently, there are still a lot of rewards from YY servers. Reward data from 96 randomly selected rewards shows that about 97.9% of the sampled gift income may be fake.</p><p>According to the report, due to fake virtual gifts, the income of head anchors is not as high as the outside world imagined. According to the short-selling report, according to the survey, the actual income of online celebrity Cui Aza in the next two years will be 150,000 ~ 200,000 RMB a month, which is several times different from the outside world's estimated gift share of 15 million RMB.</p><p>At the same time, Muddy Waters questioned that the guild that managed the anchor was also involved in the fraud. According to the financial report of Huanju Times and the corporate credit reports of the five major guilds, Muddy Waters questioned: In 2018, the income of these guilds was less than 15% of that announced by Huanju Times.</p><p>In addition, Muddy Waters pointed out,<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>The degree of fraud of BIGO LIVE, an international live broadcast business, is comparable to that of YY live broadcast.</p><p>Muddy Waters said that BIGO LIVE's revenue data also contained 80% falsification. Muddy Waters also pointed out that Huanju Times claimed to have acquired BIGO LIVE from Chairman Li Xueling, allowing Li Xueling to cash out at least US $156.1 million. However, the founder of BIGO LIVE is Huanju Times, not Li Xueling.</p><p>Carson Block, founder of Muddy Waters, even publicly stated that the YY live broadcast of Huanju Group \"engages in automatic generation, false transactions and false users.\"</p><p>Carlson Bullock also compared Baidu's acquisition of Huanju to<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>Once the acquisition of software company Autonomy.</p><p>In 2011, HP bought Autonomy, a British software company, for about $11 billion (about 72 billion yuan). But since then, HP claimed to have been cheated in this acquisition transaction.</p><p>At that time, HP claimed that some former executives of Autonomy misled HP's acquisition valuation of Autonomy by using improper accounting standards, insufficient disclosure and false statements, resulting in HP being forced to make a decision to write down its assets of $8.8 billion.</p><p>On November 19th, Huanju Group responded to Muddy Waters' short-selling report, saying that Muddy Waters' report was full of ignorance of the live broadcast industry and live broadcast ecology. The report was unclear in logic, confusing in data, partial generalization, and contained a lot of errors.</p><p>Until the deadline, Baidu did not comment on this matter. \"Economic Observer Network\" quoted lawyers' analysis that if there is no problem with YY, it will have no impact on Baidu's acquisition of YY. If Baidu is willing to deliver, it will further prove YY's innocence; If the problem is found out, the deal will not be delivered.</p><p><b>Why Baidu loves YY</b></p><p>In recent years, the advertising business, Baidu's main source of income, has performed poorly; At the same time, the number of online live broadcast viewers in China continues to grow, and the live broadcast business has become an indispensable part of Internet companies. In the long run, live broadcast is a business segment that Baidu must win.</p><p>At present, Baidu has built its own e-commerce platform and set up live broadcast portals in many of its own products/services, but it lacks a strong enough support platform to stimulate traffic within the entire system. Baidu's good-looking videos can't achieve such an effect, and it is even more difficult to set up an independent live broadcast platform.</p><p>In the third quarter 2020 earnings analyst conference call, Li Yanhong said: \"The current live broadcast companies have either matured or been acquired by large companies. If the scale is not large enough, it will be difficult to survive as an independent platform.\"</p><p>After the financial report analyst conference call, Baidu management, including Senior Vice President Shen Dou, Senior Vice President Cui Shanshan, and Vice President Cao Xiaodong, immediately flew to Guangzhou to have a sincere talk with the YY live broadcast team, showing Baidu's commitment to this acquisition. pay attention.</p><p>Obviously, YY live broadcast has high hopes by Baidu.</p><p>When talking about the intention to acquire YY Live, Li Yanhong also said in the earnings analyst conference call: \"We have more than 300 million daily active users, and it is also very natural to integrate with live broadcast companies like YY, which is conducive to further utilizing our user base and traffic to generate revenue. For the company's ecosystem, this acquisition is a very valuable transaction.\"</p><p>But YY live broadcast may be far from as perfect as Li Yanhong described.</p><p>On November 17th, Huanju Times also released its financial report for the third quarter of 2020. During the reporting period, the company's total revenue was 6.286 billion yuan, a year-on-year increase of 36.1%, of which live broadcast revenue was 6.049 billion yuan, a year-on-year increase of 40.1%, mainly due to the continuous growth of some live broadcast revenue of BIGO LIVE; Net profit was 2.298 billion yuan, a year-on-year increase of 1191%.</p><p>However, in the financial report of Huanju Times, the number of its users showed a downward trend: from the perspective of users, the global average mobile monthly active users (MAU) fell by 4.0% year-on-year to 390.1 million; Mobile monthly active users of global live broadcast services decreased by 2.3% year-on-year to 92 million.</p><p>Compared with BIGO LIVE, which has gradually grown into the mainstay supporting the revenue of the Huanju era, YY Live is no longer as brave as it used to be in terms of market influence and revenue.</p><p>According to the third quarter financial report, the total number of paying users of YY live broadcast has declined for three consecutive quarters. In the third quarter of 2020, YY's total paying subscribers fell 4.7% year-over-year to 4.1 million, compared with 4.3 million in the same period last year. At the same time, the revenue growth rate of YY live broadcast is also declining. From the second quarter of 2019 to the second quarter of 2020, the year-on-year growth rates of paying users of YY live broadcast were 19.1%, 14.4%, 9.8%,-3.6%,-2.2%.</p><p>According to the big data of Xiaohulu, a third-party live broadcast data platform, the number of anchors of YY's domestic live broadcast dropped from 126,000 in April this year to 75,000 in October, and the gift income also dropped by about 10%. The live broadcast of the show with low user stickiness has suffered the loss of anchors, and the live broadcast of the \"old man\" YY in the live broadcast industry in the PC era is inevitably going downhill.</p><p>In fact, compared with game live broadcasts, show live broadcasts are profitable, but they also face problems such as difficult social relationships, poor user stickiness, low competition threshold, and fierce competition between anchors and guilds. The more fatal problem lies in the difficulty of growth and the loss of users. In the live broadcast arena where people gather wealth and wealth gather, many anchors are flowing to short video platforms such as Kuaishou and Douyin.</p><p><b>Baidu's<a href=\"https://laohu8.com/S/000997\">New World</a></b></p><p>With the help of capital, industry and epidemic situation, live broadcast + short video has almost become a battleground for Internet giants.</p><p>In the past year, some smash-hit losers left the game sadly, and some Kuaishou, Douyin, and Bilibili were fighting fiercely around short videos and live broadcasts of \"Three Kingdoms Killing\", and some were led by giants<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Live broadcast of the game \"Unify Jianghu\".</p><p>Baidu, which once led BAT, is unwilling to be a runner.</p><p>In addition to the acquisition of YY live broadcast, Baidu has also made many actions in the field of live broadcast and short video. The live broadcast subdivisions involved include show live broadcast, live e-commerce live broadcast, knowledge live broadcast, etc.</p><p>On May 14th, Baidu announced on Weibo that Li Yanhong and Fan Deng would have a cross-border conversation on Baidu Live. This is Li Yanhong's first live broadcast show, and it is self-evident that it is Baidu's live broadcast platform.</p><p>At the Baidu Alliance Summit on September 3, Shen Dou said that Baidu's mobile ecosystem will continue to exert its strength in the two directions of personification and service in the future. Among them, the typical way of personification includes live broadcast. In the past year, the scale of video distribution in Baidu search increased by 150%; Among the rich media content of Baidu information stream, video increased by more than 125%, and live broadcast increased by 62%.</p><p>In addition to knowledge live broadcast, Baidu also makes efforts in e-commerce live broadcast and show live broadcast. In October, Baidu APP launched a \"shopping\" page, with Taobao<a href=\"https://laohu8.com/S/JD\">JD.com</a>The functions are similar, and there is an e-commerce live broadcast column.</p><p>On October 12th, Baidu launched a pan-entertainment live broadcast product \"Yinbo\". This is a pan-entertainment live broadcast + social product that integrates functions such as voice dating room and show live broadcast.</p><p>In addition, Baidu invested in Camela, an e-commerce live broadcast service provider, on October 19, which is another proof of its layout in the field of e-commerce live broadcast.</p><p>On November 11, Baidu Mobile Ecological Business Group will watch the video and<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The small video is integrated into the short video business department, which is headed by Song Jian, the former general manager of Haokan Video.</p><p>Rushing in at the moment when the structure of the live broadcast industry is almost finalized, I wonder if Baidu believes in the simple truth of \"a good meal is not afraid of being late\", or is it because its business layout has no choice?</p><p>Can Baidu, which plans to spend huge sums of money to buy the old ticket of YY live broadcast, set foot on the giant ship of the new wave of live broadcast?</p>","source":"zgqyj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Yanhong's $3.6 billion bet on YY live broadcast was shorted by muddy waters</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLi Yanhong's $3.6 billion bet on YY live broadcast was shorted by muddy waters\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国企业家杂志</strong><span class=\"h-time small\">2020-11-19 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>When it announced the $3.6 billion acquisition of YY Live, Muddy Waters shorted YY Live, saying that about 90% of it was fraudulent. Will this incident affect the marriage between Baidu and YY? On November 17th, on Li Yanhong's 52nd birthday, Baidu gave a gift worth $3.6 billion-YY live broadcast by buying in buy buy.</p><p>Baidu will acquire Huanju's domestic video entertainment live broadcast business (i.e. YY live broadcast) for approximately US $3.6 billion in cash, including but not limited to YY mobile application, YY.com website and YY PC. The transaction is expected to be completed in the first half of 2021.</p><p>Since the beginning of this year, seeing the prosperity of Tik Tok and Aauto Quicker, Baidu has made frequent actions on live broadcasts. Under the trend of accelerating migration of the entire Internet traffic to short videos and live broadcasts, the live broadcast business can not only make up for the shortcomings of Baidu's mobile content ecosystem, but also help it build a closed business loop of content, users and e-commerce, which is expected to revitalize traffic and improve monetization. ability, and the acquisition of YY seems to be a good move.</p><p>The acquisition of YY Live Broadcast will be the biggest acquisition in Baidu's history. Baidu's last big deal was the $1.9 billion acquisition of 91 Wireless, which is known as the Internet acquisition joke.</p><p>However, on November 19th, Muddy Waters Research, a well-known short-selling agency, labeled this gift from Li Yanhong: fake.</p><p><b>YY Response: Muddy Waters Ignorance of Live Broadcast</b></p><p>On November 19th, Muddy Waters issued a document through its official account saying that almost all YY live broadcasts were fake. Affected by this, the stock price of YY Live once fell by nearly 30%.</p><p>Muddy Waters said in a brief report that the survey showed that about 90% of YY live broadcasts were fraudulent and a fake ecosystem. High-earning live performers earn a small percentage of the total reported.</p><p>According to the report of Muddy Waters, most of the props for \"rewarding\" the anchor on the live broadcast platform are the rewards previously received by the anchor himself, and even some \"rewards\" come from the YY server. Among them, about 50% of YY Live's gift reward revenue comes from YY servers, and about 40% of the revenue comes from outside<a href=\"https://laohu8.com/S/300024\">Robot</a>Or the anchor brushes the bill.</p><p>Muddy Waters takes RCT _ Khan, the most popular overseas Internet celebrity broadcast by YY Live, as an example: As of the end of March this year, the number of golden beans in RCT _ Khan reached 51.5 million, which, if true, is equivalent to a monthly salary of US $50,000. However, Muddy Waters alleges that one of RCT _ Khan's top rewarders is actually himself, even the avatar picture is the same; In addition, there are well-known anchors \"Modern Brothers\". Even if they are not broadcast live on the platform recently, there are still a lot of rewards from YY servers. Reward data from 96 randomly selected rewards shows that about 97.9% of the sampled gift income may be fake.</p><p>According to the report, due to fake virtual gifts, the income of head anchors is not as high as the outside world imagined. According to the short-selling report, according to the survey, the actual income of online celebrity Cui Aza in the next two years will be 150,000 ~ 200,000 RMB a month, which is several times different from the outside world's estimated gift share of 15 million RMB.</p><p>At the same time, Muddy Waters questioned that the guild that managed the anchor was also involved in the fraud. According to the financial report of Huanju Times and the corporate credit reports of the five major guilds, Muddy Waters questioned: In 2018, the income of these guilds was less than 15% of that announced by Huanju Times.</p><p>In addition, Muddy Waters pointed out,<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>The degree of fraud of BIGO LIVE, an international live broadcast business, is comparable to that of YY live broadcast.</p><p>Muddy Waters said that BIGO LIVE's revenue data also contained 80% falsification. Muddy Waters also pointed out that Huanju Times claimed to have acquired BIGO LIVE from Chairman Li Xueling, allowing Li Xueling to cash out at least US $156.1 million. However, the founder of BIGO LIVE is Huanju Times, not Li Xueling.</p><p>Carson Block, founder of Muddy Waters, even publicly stated that the YY live broadcast of Huanju Group \"engages in automatic generation, false transactions and false users.\"</p><p>Carlson Bullock also compared Baidu's acquisition of Huanju to<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>Once the acquisition of software company Autonomy.</p><p>In 2011, HP bought Autonomy, a British software company, for about $11 billion (about 72 billion yuan). But since then, HP claimed to have been cheated in this acquisition transaction.</p><p>At that time, HP claimed that some former executives of Autonomy misled HP's acquisition valuation of Autonomy by using improper accounting standards, insufficient disclosure and false statements, resulting in HP being forced to make a decision to write down its assets of $8.8 billion.</p><p>On November 19th, Huanju Group responded to Muddy Waters' short-selling report, saying that Muddy Waters' report was full of ignorance of the live broadcast industry and live broadcast ecology. The report was unclear in logic, confusing in data, partial generalization, and contained a lot of errors.</p><p>Until the deadline, Baidu did not comment on this matter. \"Economic Observer Network\" quoted lawyers' analysis that if there is no problem with YY, it will have no impact on Baidu's acquisition of YY. If Baidu is willing to deliver, it will further prove YY's innocence; If the problem is found out, the deal will not be delivered.</p><p><b>Why Baidu loves YY</b></p><p>In recent years, the advertising business, Baidu's main source of income, has performed poorly; At the same time, the number of online live broadcast viewers in China continues to grow, and the live broadcast business has become an indispensable part of Internet companies. In the long run, live broadcast is a business segment that Baidu must win.</p><p>At present, Baidu has built its own e-commerce platform and set up live broadcast portals in many of its own products/services, but it lacks a strong enough support platform to stimulate traffic within the entire system. Baidu's good-looking videos can't achieve such an effect, and it is even more difficult to set up an independent live broadcast platform.</p><p>In the third quarter 2020 earnings analyst conference call, Li Yanhong said: \"The current live broadcast companies have either matured or been acquired by large companies. If the scale is not large enough, it will be difficult to survive as an independent platform.\"</p><p>After the financial report analyst conference call, Baidu management, including Senior Vice President Shen Dou, Senior Vice President Cui Shanshan, and Vice President Cao Xiaodong, immediately flew to Guangzhou to have a sincere talk with the YY live broadcast team, showing Baidu's commitment to this acquisition. pay attention.</p><p>Obviously, YY live broadcast has high hopes by Baidu.</p><p>When talking about the intention to acquire YY Live, Li Yanhong also said in the earnings analyst conference call: \"We have more than 300 million daily active users, and it is also very natural to integrate with live broadcast companies like YY, which is conducive to further utilizing our user base and traffic to generate revenue. For the company's ecosystem, this acquisition is a very valuable transaction.\"</p><p>But YY live broadcast may be far from as perfect as Li Yanhong described.</p><p>On November 17th, Huanju Times also released its financial report for the third quarter of 2020. During the reporting period, the company's total revenue was 6.286 billion yuan, a year-on-year increase of 36.1%, of which live broadcast revenue was 6.049 billion yuan, a year-on-year increase of 40.1%, mainly due to the continuous growth of some live broadcast revenue of BIGO LIVE; Net profit was 2.298 billion yuan, a year-on-year increase of 1191%.</p><p>However, in the financial report of Huanju Times, the number of its users showed a downward trend: from the perspective of users, the global average mobile monthly active users (MAU) fell by 4.0% year-on-year to 390.1 million; Mobile monthly active users of global live broadcast services decreased by 2.3% year-on-year to 92 million.</p><p>Compared with BIGO LIVE, which has gradually grown into the mainstay supporting the revenue of the Huanju era, YY Live is no longer as brave as it used to be in terms of market influence and revenue.</p><p>According to the third quarter financial report, the total number of paying users of YY live broadcast has declined for three consecutive quarters. In the third quarter of 2020, YY's total paying subscribers fell 4.7% year-over-year to 4.1 million, compared with 4.3 million in the same period last year. At the same time, the revenue growth rate of YY live broadcast is also declining. From the second quarter of 2019 to the second quarter of 2020, the year-on-year growth rates of paying users of YY live broadcast were 19.1%, 14.4%, 9.8%,-3.6%,-2.2%.</p><p>According to the big data of Xiaohulu, a third-party live broadcast data platform, the number of anchors of YY's domestic live broadcast dropped from 126,000 in April this year to 75,000 in October, and the gift income also dropped by about 10%. The live broadcast of the show with low user stickiness has suffered the loss of anchors, and the live broadcast of the \"old man\" YY in the live broadcast industry in the PC era is inevitably going downhill.</p><p>In fact, compared with game live broadcasts, show live broadcasts are profitable, but they also face problems such as difficult social relationships, poor user stickiness, low competition threshold, and fierce competition between anchors and guilds. The more fatal problem lies in the difficulty of growth and the loss of users. In the live broadcast arena where people gather wealth and wealth gather, many anchors are flowing to short video platforms such as Kuaishou and Douyin.</p><p><b>Baidu's<a href=\"https://laohu8.com/S/000997\">New World</a></b></p><p>With the help of capital, industry and epidemic situation, live broadcast + short video has almost become a battleground for Internet giants.</p><p>In the past year, some smash-hit losers left the game sadly, and some Kuaishou, Douyin, and Bilibili were fighting fiercely around short videos and live broadcasts of \"Three Kingdoms Killing\", and some were led by giants<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Live broadcast of the game \"Unify Jianghu\".</p><p>Baidu, which once led BAT, is unwilling to be a runner.</p><p>In addition to the acquisition of YY live broadcast, Baidu has also made many actions in the field of live broadcast and short video. The live broadcast subdivisions involved include show live broadcast, live e-commerce live broadcast, knowledge live broadcast, etc.</p><p>On May 14th, Baidu announced on Weibo that Li Yanhong and Fan Deng would have a cross-border conversation on Baidu Live. This is Li Yanhong's first live broadcast show, and it is self-evident that it is Baidu's live broadcast platform.</p><p>At the Baidu Alliance Summit on September 3, Shen Dou said that Baidu's mobile ecosystem will continue to exert its strength in the two directions of personification and service in the future. Among them, the typical way of personification includes live broadcast. In the past year, the scale of video distribution in Baidu search increased by 150%; Among the rich media content of Baidu information stream, video increased by more than 125%, and live broadcast increased by 62%.</p><p>In addition to knowledge live broadcast, Baidu also makes efforts in e-commerce live broadcast and show live broadcast. In October, Baidu APP launched a \"shopping\" page, with Taobao<a href=\"https://laohu8.com/S/JD\">JD.com</a>The functions are similar, and there is an e-commerce live broadcast column.</p><p>On October 12th, Baidu launched a pan-entertainment live broadcast product \"Yinbo\". This is a pan-entertainment live broadcast + social product that integrates functions such as voice dating room and show live broadcast.</p><p>In addition, Baidu invested in Camela, an e-commerce live broadcast service provider, on October 19, which is another proof of its layout in the field of e-commerce live broadcast.</p><p>On November 11, Baidu Mobile Ecological Business Group will watch the video and<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The small video is integrated into the short video business department, which is headed by Song Jian, the former general manager of Haokan Video.</p><p>Rushing in at the moment when the structure of the live broadcast industry is almost finalized, I wonder if Baidu believes in the simple truth of \"a good meal is not afraid of being late\", or is it because its business layout has no choice?</p><p>Can Baidu, which plans to spend huge sums of money to buy the old ticket of YY live broadcast, set foot on the giant ship of the new wave of live broadcast?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/lZzaEKKwSkA1A7pByGrCDA\">中国企业家杂志</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/381de823e7e45a2319c3f9f332b1afb6","relate_stocks":{"BIDU":"百度"},"source_url":"https://mp.weixin.qq.com/s/lZzaEKKwSkA1A7pByGrCDA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144118473","content_text":"百度宣布36亿美元收购YY直播之时，浑水做空YY直播，称其大约90%都是欺诈行为。这次事件是否会影响百度与YY的联姻？\n\n11月17日，百度在李彦宏52岁生日当天以买买买的方式送上了一份价值36亿美元的礼物——YY直播。\n百度将以约36亿美元现金收购欢聚国内视频娱乐直播业务（即YY直播），包括但不限于YY移动应用、YY.com网站和YY PC等，预计交易将于2021年上半年完成。\n今年以来，眼看抖音、快手风生水起，百度在直播上的动作频频。在整个互联网流量向短视频、直播加速迁徙的趋势下，直播业务不仅可以补全百度移动内容生态的短板，而且可以帮助其搭建内容、用户、电商的商业闭环，有望盘活流量，提高变现能力，而收购YY看似不失为一步好棋。\n收购YY直播将是百度史上最大的收购案，百度上一次的大手笔是被称为互联网收购笑话的19亿美元收购91无线。\n不过，11月19日，知名做空机构浑水（Muddy Waters Research）就给这份李彦宏的大礼贴上了一个标签：假货。\nYY回应：浑水对直播无知\n11月19日，浑水通过其官方账号发文称YY直播几乎全部造假。受此影响，YY直播股价一度下跌近30%。\n浑水在一份简短的报告中称，调查显示，YY直播有大约90%都是欺诈行为，是一个虚假的生态系统。高收入直播表演者的收入只占报告总额的一小部分。\n浑水的报告显示，直播平台上“打赏”主播的道具大多数为主播本人不断“内循环”此前收到的打赏，甚至还有部分“打赏”来自YY服务器。其中，YY直播有约50%的礼物打赏收入来自YY服务器，另外有约40%的收入来自外部机器人或者主播刷单。\n浑水以YY直播海外最受欢迎的网红RCT_Khan为例：截至今年3月底，RCT_Khan的金豆数达到5150万个，如果属实，相当于月工资5万美元。然而，浑水指称，RCT_Khan的头号打赏人之一实为他自己，甚至连头像图片都一样；此外，还有知名主播“摩登兄弟”，即便近期他们不在平台直播，也有大量来自YY服务器的打赏。来自96个随机选择的打赏数据表明，约97.9%的采样礼物收入可能是假的。\n报告称，由于虚拟礼物造假，头部主播收入不如外界想象的高。做空报告称，根据调查推算，网红崔阿扎未来两年的实际收入为月工资15万~20万人民币，这和外界预估的1500万元的礼物分成相差数倍。\n与此同时，浑水质疑管理主播的公会也参与造假。根据对比欢聚时代的财报和五大公会的企业征信报告，浑水质疑：2018年，这些公会的收入不到欢聚时代公布的15%。\n此外，浑水指出，欢聚集团国际直播业务BIGO LIVE的造假程度和YY直播不相上下。\n浑水表示，BIGO LIVE的营收数据也存在80%的伪造成分。浑水还指出，欢聚时代声称从董事长李学凌手中收购了BIGO LIVE，使得李学凌至少套现1.561亿美元，然而，BIGO LIVE的创办人就是欢聚时代，而不是李学凌。\n浑水创始人卡尔森·布洛克（Carson Block）更是公开表示，欢聚集团的YY直播“搞自动生成、虚假交易和虚假用户的勾当”。\n卡尔森·布洛克还将此次百度对欢聚的收购，类比惠普曾经对软件公司Autonomy的收购。\n2011年，惠普以大约110亿美元（约合720亿元人民币）买下英国软件公司Autonomy。但此后，惠普声称在这笔收购交易中上当受骗。\n惠普当时声称，Autonomy部分前高管利用不当的会计准则、披露不足以及虚假陈述，误导了惠普对于Autonomy公司的收购估价，导致惠普被迫作出88亿美元资产减记的决定。\n11月19日，欢聚集团回应浑水做空报告称，浑水的报告充满了对直播行业和直播生态的无知，报告中逻辑不清、数据混乱、以偏概全，包含了大量的错误。\n直至截稿，百度方面未对此事发表任何评论。《经济观察网》援引律师分析，如果YY没有问题，对百度收购YY的交易是没有影响的，如果百度肯交割的话，更会进一步证明YY的清白；如果查出问题，这个交易就不会交割了。\n百度为何爱YY\n近几年，百度的主要收入来源的广告业务表现欠佳；同时，中国在线直播观看用户不断增长，直播业务已经成为互联网公司不可或缺的组成部分。从长远来看，直播是百度必须拿下的业务板块。\n目前，百度已经搭建了自己的电商平台，并在诸多自家产品/服务中设置了直播入口，但缺乏一个足够强的支撑平台，难以激发整个体系内的流量。百度旗下的好看视频并不能达到这样的效果，成立一家独立的直播平台难度更大。\n在2020年第三季度财报分析师电话会议中，李彦宏表示：“当前的直播公司要么已经趋于成熟，要么已被大公司并购。如果规模不够大的话，成为一个独立的平台存活是比较艰难的。”\n财报分析师电话会议结束后，包括高级副总裁沈抖、高级副总裁崔姗姗、副总裁曹晓冬在内的百度管理层立刻飞至广州，与YY直播团队进行恳谈，显示出百度对此次收购的重视。\n显而易见，YY直播被百度寄予了厚望。\n谈及收购YY直播的意图时，李彦宏在财报分析师电话会议上还表示：“我们有3亿多的日活跃用户，同YY一类的直播公司进行整合也是非常自然的事情，有利于进一步利用我们的用户基数和流量进行创收。对于公司的生态系统而言，此次收购是一次非常有价值的交易。”\n但YY直播可能远非李彦宏描述的那么完美。\n11月17日，欢聚时代也发布了2020年第三季度财报，报告期内，公司总营收62.86亿元，同比增长36.1%，其中，直播营收60.49亿元，同比增长40.1%，主要得益于BIGO LIVE部分直播营收的持续增长；净利润22.98亿元，同比增长1191%。\n不过，在欢聚时代的财报中，其用户数呈下降趋势：从用户上看，全球平均移动端月活跃用户（MAU）同比下降4.0%至3.901亿；全球直播服务的移动端月活跃用户同比下降2.3%至9200万。\n而相对于BIGO 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