Recently, the public ’s attention to Station B has continued to rise, and investors ’attitudes towards Station B have also clearly diverged. The bulls believe that the content ecology cannot be copied, the user stickiness is high, and they are deeply loved by young users. Huge; those who look down on it think that when the content is small and the user group is small, the B station can still maintain the community atmosphere. Once a large number of new users flood in, the community atmosphere will gradually deteriorate and become mediocre. And there is a lack of a clear path in commercialization. The growth of games is slowing down. Whether live broadcast and advertising can bring continuous revenue growth is still unknown.
To study a company, the analysis of competing products is an inextricable link. This article will briefly talk about the main competitors of the B station, and who is the biggest competitor?
First to conclude, There are currently two biggest opponents of Station B: Tencent + Watermelon Video, one is the leader in the field of secondary yuan, and the other is the rival in the field of user-generated video .
Station B is a pan-entertainment platform. Broadly speaking, in order to grab the attention of users, any entertainment product including short video, long video, and games are competitors. From a narrow perspective, there are currently three main businesses of Station B: Copyright Content + User Original Video + Live Broadcast . In view of the large gap between the B station live broadcast business and the head live broadcast platform, it is of little significance to discuss the competitors in the live broadcast temporarily. This article only discusses the competitors of the B station on the two major tracks of copyright content and user-generated video.
Copyright content track: Youai Teng
In an interview in September 2019, Ruidi revealed that he wanted to make Station B into a cultural brand company, just like Disney, which shows that copyright content is an important area for Station B to cultivate, and a large number of precious IP needs in the future Incubate in copyright content. From this dimension, the long video platform is the competitor of station B, including the three giants of Youku, iQiyi and Tencent Video, as well as a strong follower such as Watermelon Video and Mango TV.
The copyright content mainly includes animation, film and television dramas, variety shows, documentaries and other video content produced by a series of institutions. Let ’s first look at the animation. As a foreign product, the key reason for touching people’s hearts in Japan is the values that human beings can empathize with, such as kindness, integrity, and courage. Why do we like Digimon? Because there is blood in the hearts of young people to maintain world peace; why do we like “Slam Dunk”? Because Xiangbei, who is dedicated to the cause he loves and works hard, is an example for every growing person.
But in addition to these works, we also need to really stop in Chinese traditional and modern civilization, and have animation works with Chinese characteristics . The explosive animated works full of Chinese elements, “The Little Chinese Master” and “Kung Fu Panda”, are produced by Japanese and American, which is a pity.
“The Little Chinese Master” and “Kung Fu Panda”
Animation is the old bank of station B. As an old second-party, B is still a big player in purchasing Japanese fan dramas, but The gains from purchasing copyrights are limited. Taken away by the copyright owner, and always face policy and regulatory risks .
So in order to tell a good Chinese story, and in order not to be subject to upstream copyrights, you have to do Guochuang to eat the second yuan bowl of rice , you need to burn money to do Guochuang. What about Tencent?
Tencent has been a national founder to this day, and has opened up the industry chain, with a comprehensive upstream and downstream layout . The upstream of the animation is mainly original scripts, novels, comics, games, and the downstream is the video platform. In Tencent’s system, Tencent videos are distributed downstream, and the leading novel reading group of upstream novels is a subsidiary of Tencent Holdings. The comics have Tencent animation (the comics leader quickly reads comics also has Tencent’s investment), not to mention the game. It can be said that around the animation works finally presented to the audience, Tencent ’s layout is early, the investment is large, and the business collaboration is stronger than that of station B .
Tencent Second Yuan Industrial Chain
After such a comparison, you can find that Tencent ’s advantage is mainly in the upstream, and B ’s advantage is mainly in the downstream . At this stage, neither side can be separated from anyone. Tencent can provide high-quality national creative content, and station B gathers a large number of loyal users of secondary yuan, has a good community atmosphere, and is a fertile ground for secondary creation. However, the downstream side is in a weak position, and it is easy to be caught by the upstream side. “An IP is played here by you and it is hot. It is not necessarily whether the sequel will be played here.” Some time ago, the bamboo article of the popular Guochuang “Fox Demon Matchmaker” was bought out by Tencent and played exclusively on Tencent video, while the copyright of the B station can only stay in the Southland collection.
“I used to call Xiaotiantian when I was watching the moon with me, but now the newcomer is better than the old one, and I am called Mrs. Niu.” When the work was not hot enough, I made your distribution channel and cultivated many fans for the work Now, when the work is on fire, kick me off. Station B saw that there was no future for only downstream distribution channels, so in the past few years, it has also started to create its own national innovation, supporting its own studio and upstream content, such as the acquisition of NetEase comics at the end of 2018. On the way to support Guochuang, B station does not have Tencent’s strong financial resources and entertainment ecological support, but the performance is very good. From a small and beautiful IP, it is enough to prove its self-research ability, and as a favorite app for young people, < strong> “No one understands Generation Z better than me.” Station B is qualified to say this.
The copyright content other than the secondary element mainly includes movies, TV series, variety shows, and documentaries. We can divide the discussion into two categories: old films and new films.
Old films have many classic works, which have high artistic value and practical significance. Users need to revisit the classics to watch old movies, but also have the need to find identity and emotional resonance. From the barrage, one by one “famous scene”, “high energy in front”, “ha