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Sopaco

IP属地：北京

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- SopacoSopaco
  ·2023-03-15
  挺乐观
  非常抱歉，此主贴已删除
  1,327 评论
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- SopacoSopaco
  ·2021-05-27
  营收利润用户量是不可能△吗
  爱优腾芒、B站、快手，谁率先跑赢了Q1
  爱优腾芒、B站、快手，谁率先跑赢了Q1 来源：骨朵网络影视图片来源：骨朵网络影视作者│星星2021年，进入在后疫情时代，但影视市场却迟迟没有平静。自此，属于六大视频平台的Q1成绩单已悉数露面，究竟爱优腾芒、B站、快手谁才是最大赢家，视频平台格局是否已经生变？根据芒果超媒2020全年财报显示，芒果超媒全年的互联网视频业务成本为48亿、版权及制作成本不过20亿，两者全年的投入均不及爱奇艺Q1的内容成本支出。
  爱优腾芒、B站、快手，谁率先跑赢了Q1
  2,036 评论
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- SopacoSopaco
  ·2021-03-18
  $哔哩哔哩-SW(09626)$老虎山怎么没看到打新入口？
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- SopacoSopaco
  ·2020-09-12
  $携程网(TCOM)$看好你，我买了不少
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- SopacoSopaco
  ·2020-09-01
  $美团点评-W(03690)$如何看待600+的市盈率？
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- SopacoSopaco
  ·2018-07-09
  $Universal Display Corporation(OLED)$苹果下一代已确认增加OLED订单，近期小米 oppo vivio旗舰也跟进，大屏幕领悟OLED确定成为主流可以安稳上车了
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- SopacoSopaco
  ·2017-09-27
  $Despegar.com Corp.(DESP)$ 拉美版Priceline 9.20刚上市翻几倍不是问题
  2,818 2
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利润 用户量是不可能△吗","listText":"营收 利润 用户量是不可能△吗","text":"营收 利润 用户量是不可能△吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132885264","repostId":"2138197636","repostType":2,"repost":{"id":"2138197636","kind":"news","pubTimestamp":1621994580,"share":"https://www.laohu8.com/m/news/2138197636?lang=&edition=full","pubTime":"2021-05-26 10:03","market":"sh","language":"zh","title":"爱优腾芒、B站、快手，谁率先跑赢了Q1","url":"https://stock-news.laohu8.com/highlight/detail?id=2138197636","media":"界面新闻","summary":"爱优腾芒、B站、快手，谁率先跑赢了Q1 来源：骨朵网络影视图片来源：骨朵网络影视作者│星星2021年，进入在后疫情时代，但影视市场却迟迟没有平静。自此，属于六大视频平台的Q1成绩单已悉数露面，究竟爱优腾芒、B站、快手谁才是最大赢家，视频平台格局是否已经生变？根据芒果超媒2020全年财报显示，芒果超媒全年的互联网视频业务成本为48亿、版权及制作成本不过20亿，两者全年的投入均不及爱奇艺Q1的内容成本支出。","content":"<div>\n<p>原标题：爱优腾芒、B站、快手，谁率先跑赢了Q1 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margin: 0;line-height: 11px;}\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\">\n爱优腾芒、B站、快手，谁率先跑赢了Q1\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 10:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-05-26/doc-ikmxzfmm4713143.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：爱优腾芒、B站、快手，谁率先跑赢了Q1 来源：骨朵网络影视图片来源：骨朵网络影视作者│星星2021年，进入在后疫情时代，但影视市场却迟迟没有平静。《赘婿》《山河令》等爆款作品燥热了剧集市场，《创造营2021》《青春有你3》《乘风破浪的姐姐2》让选秀综艺热度不减，但出现的“倒奶事件”也让选秀节目迅速降温，何去何从不得而知。内容的工业化制作也成为了长视频平台将发力的重点。同时，15家协会、5家...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-05-26/doc-ikmxzfmm4713143.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5864d278f2595d2e7918e2cb2d118419","relate_stocks":{"BILI":"哔哩哔哩","01024":"快手-W","09626":"哔哩哔哩-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-05-26/doc-ikmxzfmm4713143.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138197636","content_text":"原标题：爱优腾芒、B站、快手，谁率先跑赢了Q1 来源：骨朵网络影视图片来源：骨朵网络影视作者│星星2021年，进入在后疫情时代，但影视市场却迟迟没有平静。《赘婿》《山河令》等爆款作品燥热了剧集市场，《创造营2021》《青春有你3》《乘风破浪的姐姐2》让选秀综艺热度不减，但出现的“倒奶事件”也让选秀节目迅速降温，何去何从不得而知。内容的工业化制作也成为了长视频平台将发力的重点。同时，15家协会、5家视频平台以及53家影视公司发布关于影视内容版权保护的联合声明，核心直指短视频平台以及短视频运营者对影视作品进行任意剪辑、切条、搬运、传播等行为严重侵犯了作品的完整性和合法权益，也让版权保护箭在线上，长短视频之间的纠葛再次凸显。此刻，视频平台竞争激烈。就在5月24日，在港交所刚刚上市了3个多月的快手，交出了它上市后的第一份答卷。自此，属于六大视频平台的Q1成绩单已悉数露面，究竟爱优腾芒、B站、快手谁才是最大赢家，视频平台格局是否已经生变？爱奇艺、腾讯视频：亏损收窄下，增速放缓与会员提价的隐忧1.25亿、1.053亿，这分别是腾讯视频、爱奇艺交出的会员数。两大平台双双环比增长的会员数无疑是一个好消息，毕竟会员和广告收入是长视频平台营收的主要手段，而爱奇艺、腾讯视频在迈入亿级会员的大门后，就一直在琢磨着如何让用户继续增长。根据财报显示，爱奇艺总营收80亿，较2020年同期增长4%，净亏损13亿，较2020年同期亏损收窄。这得益于内容成本的降低，2021年Q1爱奇艺内容投入54亿，与2020年同期下降8%。会员收入依旧是爱奇艺的大头，会员服务营收为人民币43亿，占总营收的54%。值得注意的是，虽然爱奇艺会员收入从去年Q4的38亿上涨到如今的43.12亿，会员收入环比增长12%。但会员收入同比增速放缓，不及去年Q1。要知道，在2020年Q1，爱奇艺的在会员上就拿到了46亿的收入，增速高达35%，今年Q1只有43.12亿，较2020年同期下降7%。会员收入的减少与会员数降低、会员价格提升，密不可分。2020年11月爱奇艺提高会员价，2020年底爱奇艺会员数便出现下降，减少至1.017亿。虽然今年Q1爱奇艺会员数上涨到1.053亿，订阅会员环比增长360万，但也没能达到2019年的1.069亿。近两年，提升会员收入与降低内容成本投入，一直是困扰长视频平台的难题。长视频平台不断加大自制剧比例，为的就是降低成本，并挖掘各种形式，建立属于自身的内容护城河。去年，爱奇艺推出迷雾剧场，凭借《隐秘的角落》等优质短剧集一部部连续播出，让爱奇艺在短期内收获了不少会员，爱奇艺也透露，迷雾剧场带来的效应超过了一部爆款剧集。易观互联网娱乐高级分析师黄国锋曾公开表示，优质网剧，才是视频平台流量转化和会员规模的关键。一部超级网剧，如果一周上线2集，其影响力可以持续2~4个月，这意味着视频平台通过4~6部优质的超级网剧，就可以让影响力贯穿全年，持续吸引付费用户。但因为会员提价，爱奇艺在三个月丢了310万付费会员。今年Q1，爆款内容《赘婿》为会员收入助力，但头部综艺《青春有你3》停播，爱奇艺股价下跌。好在爱奇艺的亏损一直在降低，加大自制内容投入让成本不断下降。进行了会员提价的还有腾讯视频。游戏始终是腾讯的现金牛业务，在腾讯2021年Q1财报中，关于腾讯视频的表现腾讯没有透露太多，更多的是点出了会员数字增长的好消息。2021年Q1腾讯视频付费会员同比增长 12%，达到1.25亿，主要受益于IP改编为动画及真人剧集的作品例如《斗罗大陆》，以及《创造营2021》《吐槽大会第五季》等自制综艺。根据骨朵数据显示，《斗罗大陆》上线当日夺得骨朵电视剧榜单第一位，首日播放量高达1.6亿，获得了电视剧榜单19连冠的成绩，百度指数、微指数在播出期间都持续保持上升状态。值得注意的是，虽然腾讯视频付费会员还在增长，但同样也出现了增速放缓。而且由于腾讯视频提价发生在4月，这次财报并未能显示提价后带来的影响。但此刻，爱奇艺和腾讯视频都面临着，如何在会员破亿后维持增速，以及在会员提价后减少用户流失的问题。优酷、芒果TV：Q1增长强劲，后续内容等待补齐相比于爱奇艺、腾讯视频，优酷和芒果TV尚未开始对会员提价，纵观整个2021年Q1，两家也都取得了不错的成绩，芒果超媒加速盈利，优酷凭借《山河令》《司藤》等不错的剧集，付费会员同比增长35%。根据阿里财报显示，截至2021 年 3 月 31 日三个月，阿里的数字媒体与娱乐业务的收入8,047百万，较2020年同期增长12%。虽然整个财报中提及优酷的内容并不多，但也重点突出了优酷付费会员同比增长35%这一数字，并点明得益于站内推出的原创、独家内容有效触达了新用户，以及推出的 88VIP 会员计划，和对于内容制作及内容制作能力的严谨投资。2021年Q1优酷独播的《山河令》成为爆款。在该剧开播前，平台给《山河令》的定位是“圈层爆款”的A级剧集，随着剧集内容的播出，《山河令》从热度、口碑、商业价值等几个方面最终都达到了S级剧的表现。在《山河令》上线后，优酷很快开通了超前点播，并首创“付费花絮”。在《山河令》超前点播大结局当天，优酷app还因点播人数太多，被短暂地挤崩了一分钟，《山河令》让优酷在Q1开了一个不错的好头。去年优酷播出的剧集大多采取了分销、拼播模式，这样做的好处就是能够压缩内容成本，降低亏损，但也在一定程度上损失了部分用户，对于优酷来说，如何找到源源不断的爆款独播内容，是维持住Q1好势头的关键。与爱优腾等长视频平台不同的是，芒果超媒一直都在盈利。在2021年Q1，芒果超媒依旧保持着增长的势头，营收超40亿，净利润7.73亿，营收收入同比增长超40%。这主要由芒果TV收入大幅增长以及内容成本投入低造成，要知道整个芒果超媒在Q1的营业成本约25亿，比爱优腾低不少。根据芒果超媒2020全年财报显示，芒果超媒全年的互联网视频业务成本为48亿、版权及制作成本不过20亿，两者全年的投入均不及爱奇艺Q1的内容成本支出。同样，芒果TV 是支撑整个芒果超媒那条最粗壮的大腿。从2018年——2020年，芒果TV营收不断增长，2020年超100亿，而整个芒果超媒的总营收是140亿。2020年芒果TV的有效会员数达到3613万，较2019年末增长96.68%，实现了三年来最大增幅。巨大的会员数量增长势必带来极高的会员收入，整个2020年芒果TV会员收入达到32.55亿元，同比增长92%。内容成本低，会员数上涨，让芒果TV被市场看好，但与腾讯视频、爱奇艺破亿的会员数字相比，芒果TV2020年底3613万的会员数不到爱奇艺、腾讯视频的一半，而且聚焦内容端，无论是剧集还是综艺，芒果TV都备受女性观众青睐，在男性用户的开拓上，还有一段追赶距离。如财报中提到芒果独播剧《装台》，虽然男性用户偏好度达到了124%，但该剧的整体表现并没有达到爆款程度。从2021年Q1整体内容来看，《玲珑》《暗恋橘生淮南2021》等芒果TV上线的大部分剧集还是以甜宠、青春剧等主打女性向的内容，而偏硬核的内容数量较少。如今季风计划的第一部作品《猎狼者》已经上线，这一局面能否被打破，静待观望。快手“卖广告”，B站“进一步破圈”不仅是长视频平台之间的竞争出现了变化，B站和快手交出的第一季度成绩单也变动不小。2021年Q1，快手总收入170亿，同比增长36.6%。毛利率由去年同期的 34.2% 提升至为 41.1%。较为突出的是，此次广告首次成为了快手第一大营收来源。根据财报显示，在此期间快手的广告营收同比增长161.5%至86亿，占到了总收入的50.3%。其次是直播，为72.5亿，但直播收入同比下降了19.5%。剩下为其他收入，同期大幅增长589.1%至12亿，而这部分主要靠电商业务的带动。与此同时，作为短视频平台的快手，在月活、日活、用户使用时长、付费会员数也没有让大家失望，快手应用平均日活跃用戶、平均月活跃用戶在2021年Q1分別为2.953亿及5.198亿，每位日活跃用戶的日均使用提升至99.3分钟，同比增长16.5%。可见快手老铁们的粘性并没有减弱。此刻上市后成为短视频第一股的快手，还在不断扩大规模，构建多元化收入，如此次特意将海外业务的布局写进了财报中。但值得注意的是，随着快手的不断扩张，其亏损也在继续，2021年Q1快手净亏损49亿，上年同期为43.45亿，同比亏损扩大13.2%。2021年Q1快手的销售及营销开支达到了117亿，主要是用于推广及广告。和快手相同，B站也同样在亏损。根据财报显示，2021年Q1，B站营收39亿，其中增值业务（直播和大会员）贡献最大同比增长89%至15亿，占到了总营收的38%。其次是游戏，占到了31%，而第三大收入广告，也是增速最快的一块，同比增长234%。电商及其他业务收入贡献了5.2亿。B站一直在追求的破圈也取得了一定的效果。根据财报显示，2021年Q1B站用户数增大，月付费用户数达2050万，付费率也提升至9.2%，创下历史新高，在月活、日活用户都出现增长，用户日均使用时长环比提升7分钟至82分钟。但在此期间，B站净亏损9.05亿元，同比亏损扩大68%，主要是因为成本投入的加大，一季度B站的销售和营销成本继续增加达10亿。可见，B站烧钱换用户，寻求破圈。而且虽然B站对游戏强依赖的属性也被进一步弱化，但在四大营收业务收入中，游戏的增速仅有2%，这样的大刹车也让市场怀疑B站的游戏研发、运营能力。不难发现，无论是从整体的盈亏，还是细化到每部分业务营收占比的调整，视频平台都在2021年第一季度发生了不小的变化。爱优腾芒这类长视频平台的营收模式相对单一，主要是用优质内容赢得更多会员收入，特别是随着短视频越来越猛，广告主也开始大规模从长视频平台转向短视频，内容更是长视频平台的重中之重。而B站和快手，都在不断投入更多的钱做大自己的用户、内容基本盘，最终导到社交上，让内容服务于社区场景，实现多元化的业务开发。而快手和B站也都在面临着《联合声明》中的内容侵权问题，这对其在未来的增长都将存在一定的隐患。在Q1财报背后，各大平台前期对各自方向的调整已经显露出了效果，有隐忧也有利好消息，此刻，属于视频平台的下一轮竞赛已经打响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324755666,"gmtCreate":1616033409955,"gmtModify":1703496648163,"author":{"id":"3440487418844369","authorId":"3440487418844369","name":"Sopaco","avatar":"https://static.tigerbbs.com/ddd684bc9ff12e0992a0876e1223c079","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440487418844369","authorIdStr":"3440487418844369"},"themes":[],"htmlText":"<a 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