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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Spekulatius who wrote (61030)	7/14/2018 3:21:34 PM
From: Graham Osborn	2 Recommendations Read Replies (1) of 78918

YY's business is totally unlike YouTube. YouTube is an archive of videos uploaded by posters, and Google makes money via ads. YY is a democratized broadcasting platform - each broadcaster has their own channel and the video is real-time. It's more like radio here in the US but with an interactive component. The educational component is more like our MOOCs. I don't know what the gaming analogue would be. Their primary revenue source is digital gifts transferred from watchers to broadcasters. And the lion's share of the revenue comes from less than 20% of the watchers that apparently gift very large amounts. According to that article the active user base of YY is also quite small relative to more mainstream applications like WeChat and QQ. YY isn't even in the top 50: alexa.com technode.com That doesn't fit well with calling YY the "YouTube of China." There's incredible value in asking ordinary Chinese about market trends. Here are some views on YY: quora.com Frankly, I see more evidence of widespread use of MOMO (particularly after the TanTan acquisition) vs YY. But keep in mind that MOMO is getting the bulk of its revenue from a similar model to YY's. All Chinese seem to agree that WeChat is eating the world. It is like Facebook, but with a much broader array of applications. It's becoming almost like a mobile operating system because a lot of everyday apps sit within it.

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