Legendary Hollywood Director

The streaming media industry in 2011 is like many emerging industries. It is called a hundred flowers blooming.

No, think about it carefully, it seems inappropriate to put a hundred flowers in bloom here. It should be summed up as the temple is small and the demon is strong, and the water is shallow.

At that time, there were 271.1 million netizens in the United States, and users who watched online video just accounted for half of the netizen population. The growing American audience watched more video content on more devices, but only 28% of them were willing to pay for it. The content is paid (37.94 million), and the rest are all user groups who swipe short videos such as prostitution, magnet links, YouTube, Facebook, vevo (hulu in the music mv industry, a joint venture between Google, Sony Music and Universal Music).

According to an article by MSN, only 30% of the long-term video users are willing to pay, and only 70% of the 30% of them are willing to pay. People have a sense of dependence, and the monthly renewal fee is more than 6 months.

In other words, of the more than 20 million members of Netflix, the number of frequent renewals may only be about 15 million. This is also the main reason why Netflix, which has the largest user base and market share, still has an unbalanced revenue and expenditure: the concept of payment is not enough subtle influence .

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

This is indeed the case. From Netflix's huge investment in 2009 to lead the charge, to 2011, the growth of video website users has been rapid at all ages in these two years, and with the further application of smart phones and 4G base station equipment. Popularity, the distribution of all ages is generally rising.

Among them, eMarketer pointed out that viewing premium content is becoming more and more popular among online video users.

Adult online video users in the United States watched long-form episodes online in the past month, an increase of 43.8% compared to the same period in 2009. Feature-length movies have also become quite popular, with 37.1% of online video users in 2011 maintaining a monthly The habit of downloading or watching feature-length movies online.

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 terminal will maintain a high growth rate in the next 10 years. Until the ceiling of the industry is touched.

......

...Thor 2: The Dark World got the opening amount of 4,020 theaters, and there are 63 regions in the first batch, including China, Japan, Hong Kong Island and other Asian markets, but the film's pre-sale results are not outstanding, The major ticketing sites combined sold 18.5 million.

In the office, Liam made a summary report.

In terms of the whole weekend schedule (22nd to 24th), there are not many new films released during the same period, most of which are documentaries and films imported from overseas, such as Fighting Swordsman: Chen Zhen and Warring States (played by Sun Honglei, Bad movie), there are only two competitive films: Lionsgate's comedy Taylor Perry's Mada Happy Family and Searchlight's romantic movie Elephant Playing in Water starring Robert Pattinson .

The Reunion trend can't always be there. The first gathering of the MCU, the audience is easy to be fresh, but I think such pre-sale results are already very good, especially compared to the first Thor's screening in North America. Say. Lehmann turned over the schedule of the theater alliance, and analyzed it calmly.

Well, the schedule is beneficial to us. If the results in the first week can be improved, the subsequent operations will be stable.

Aside, on the open TV, a replay of The Tonight Show was playing, and Chris Hemsworth's humorous words won him more than 5 million real-time viewers the night before.

Fox's media promotion ability is very good. Globally, the public opinion index of the main actors and actresses is not low. Perhaps our film is relatively high in the summer season, and the audience's enthusiasm for watching the film has not died.

The times are different, and remember to pay more attention to the exposure guidance on the mobile terminal. Lehmann reminded.

Rest assured, we have a dedicated team responsible for advertising push in this regard.

That's fine, go get busy.

After that, Liam went out.

By the time he chatted with Perlman about the distribution of derivatives and the authorized operation of the market, it was too late.

He is really very busy. He has several projects underway, and understands the marketing of Thor 2. Then, there are many character plans to be developed in Marvel Entertainment. Despicable Me 2 is also being developed under the auspices of McRedandry. Every day, there is a lot of information that needs to be sorted out.

Even when I got home, I would sometimes check all kinds of work emails in Eva's strange eyes when I was lying in bed.

Hmm, is Johnson moving fast with his back on a platform like CAA?

I saw that in the several documents he passed over, one acquisition target was clearly outlined one after another.

......

The market share of online video sites is about 5%, and they are not controlled by major media companies. Some of them were built by someone recently, and most of them are in the hands of some pioneers in the Internet industry, purely to supplement the video business (for example, domestic Xunlei has to insert a foot in the video content);

The second category is the opposite. They are all aggressive companies targeting the long video market, but they have suffered losses year after year due to various reasons, and they have a heavy burden. Johnson is looking at the second category.

After several rounds of inquiry and evaluation, FOtv, a website platform less than 2 years old, entered his field of vision.

It's very simple, there is a foundation, a team, and investors have the idea of ​​​​exiting, so it will not be troublesome to get in touch.

The next morning, Johnson came to Firefly.

FOtv's copyright library is mainly composed of source authorizations and old films of some second- and third-tier film companies, and the number is not large. There are less than 1,600 films and TV series in total, and some of the content is extremely cool, that is, online supervision is not enough. Strictly, there is no restriction on adult channels, which gives them a loophole, otherwise how can they be so open and open to business and gain traffic.” Johnson pointed to the core of their user base, “Some dramas that are more pornographic and explicit than HBO, I even think It was brought in directly from San Fernando.

Well, in the early online video industry, things like this were common, driven by benefits and cost-effectiveness. When Netflix was renting DVDs, it still sold color films, but it grew bigger. Washed the basin.

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

It's okay in this regard, the average monthly viewership is more than 2 million, but the proportion of paying groups is not high, there are only about 100,000 steadfast users, and a large part of them may be members for the convenience of watching cool movies. Oh, and also, FOtv has 8 technicians, but none of the professionals in charge of marketing, maybe they've been laid off or something, because my investigation shows that because of the increasing competition in the online video industry, they It has been losing money again, and can't find a reasonable model to realize the cost. The investors behind it already have the idea of ​​selling. Under all kinds of pressure, if no one takes over, it is very likely to be split and sold to other homogeneous companies. Big.

Johnson made a special trip to Silicon Valley and collected comprehensive information, Of course, although FOtv doesn't have healthy finances, their assets are not low in value. I won't talk about the film library, except for those authorized, there are also 8. They bought 900 units, and the value is about 3 million. In addition to the construction of the entire platform, algorithm results, etc., it can also be estimated at 4 million to 5 million, plus the personnel salary and miscellaneous bandwidth costs. Like, a FOtv that has been in development for two years should not be less than 12 million.”

12 million? A very good business. Lehmann nodded, I also want the technical team, but the contract will not be renewed after the authorized content is obtained. We will build our own content library and do a content screening.

It's not that easy.

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

As long as it is suitable, the appropriate premium is not a problem. Lehmann said with certainty.

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

It's okay to get this done.

The emphasis on film and television content is Lehman's best experience.

He thought about it and said, Well, the bottom line I'm willing to accept is 2 times the premium. If it doesn't work, I can consider digging the backbone of their technical team and rebuilding it from scratch.

Anyway, from a financial management point of view, I hope this investment can be invested before the tax season at the end of April, so that I can get some tax refund terms. Lehmann left the information on the boss's table, reminding Johnson.

I see.

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