Comments on: A Coming China Golden Age Of Online Video Profits For Content Owners? http://digicha.com/?p=175 Internet and Digital Media in China Thu, 02 Sep 2010 08:02:00 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: DigiCha » Lawyers, Poachers and Gatekeepers in the China Online Video Market http://digicha.com/?p=175&cpage=1#comment-93 DigiCha » Lawyers, Poachers and Gatekeepers in the China Online Video Market Tue, 02 Mar 2010 09:34:03 +0000 http://digicha.com/?p=175#comment-93 [...] big winners in China’s online video wars would appear to netizens, lawyers, employees and the content producers. var fbShare = {url: 'http://digicha.com/?p=236',size:'small'} Tags: Baidu, Investing, Web Video [...] [...] big winners in China’s online video wars would appear to netizens, lawyers, employees and the content producers. var fbShare = {url: 'http://digicha.com/?p=236',size:'small'} Tags: Baidu, Investing, Web Video [...]

]]> By: Will Investment Ever Stop Flowing Into Chinese Video Sites? | TechBlogs Today http://digicha.com/?p=175&cpage=1#comment-88 Will Investment Ever Stop Flowing Into Chinese Video Sites? | TechBlogs Today Sat, 27 Feb 2010 00:44:03 +0000 http://digicha.com/?p=175#comment-88 [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video [...] [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video [...]

]]> By: Finance Geek » Will Investment Ever Stop Flowing Into Chinese Video Sites? http://digicha.com/?p=175&cpage=1#comment-87 Finance Geek » Will Investment Ever Stop Flowing Into Chinese Video Sites? Fri, 26 Feb 2010 21:42:51 +0000 http://digicha.com/?p=175#comment-87 [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video [...] [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video [...]

]]> By: Planner Reads » Blog Archive » Will Investment Ever Stop Flowing Into Chinese Video Sites? http://digicha.com/?p=175&cpage=1#comment-75 Planner Reads » Blog Archive » Will Investment Ever Stop Flowing Into Chinese Video Sites? Fri, 26 Feb 2010 03:00:38 +0000 http://digicha.com/?p=175#comment-75 [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video sites. Baidu [...] [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video sites. Baidu [...]

]]> By: DigiCha » Will The Investment Ever Stop Flowing Into Chinese Video Sites? http://digicha.com/?p=175&cpage=1#comment-70 DigiCha » Will The Investment Ever Stop Flowing Into Chinese Video Sites? Thu, 25 Feb 2010 13:37:00 +0000 http://digicha.com/?p=175#comment-70 [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video sites. Baidu [...] [...] I mentioned in my last post, over the last several months money has continued to pour into Chinese online video sites. Baidu [...]

]]> By: thomascrampton http://digicha.com/?p=175&cpage=1#comment-47 thomascrampton Fri, 05 Feb 2010 15:04:28 +0000 http://digicha.com/?p=175#comment-47 Yes, I am very interested by the entry of CCTV and state-related actors entering the field. Their involvement will no doubt bring changes on many levels. Yes, I am very interested by the entry of CCTV and state-related actors entering the field. Their involvement will no doubt bring changes on many levels.

]]> By: plus8star http://digicha.com/?p=175&cpage=1#comment-46 plus8star Thu, 04 Feb 2010 20:57:52 +0000 http://digicha.com/?p=175#comment-46 Great post indeed! As much as I would like video sites to succeed, I think the regulatory risk in China makes it very tough to consider an IPO. As for acquisitions, the Google affair (in addition to YouTube being blocked) is surely going to discourage any potential foreign buyer. Will local companies burden their balance sheets buying before video demonstrates ability to break-even? Why Shanda bought Ku6 is still pretty unclear to me... time will tell, I suppose.<br><br>On the revenue side, the point you raise about inventory is very true: video usage (related to Internet user numbers and maturity) and inventory (content available) are likely growing faster than ad money, which means bandwidth cost go up while revenue per vue is likely stable at best. Will the curves cross in the near future? Great post indeed! As much as I would like video sites to succeed, I think the regulatory risk in China makes it very tough to consider an IPO. As for acquisitions, the Google affair (in addition to YouTube being blocked) is surely going to discourage any potential foreign buyer. Will local companies burden their balance sheets buying before video demonstrates ability to break-even? Why Shanda bought Ku6 is still pretty unclear to me… time will tell, I suppose.

On the revenue side, the point you raise about inventory is very true: video usage (related to Internet user numbers and maturity) and inventory (content available) are likely growing faster than ad money, which means bandwidth cost go up while revenue per vue is likely stable at best. Will the curves cross in the near future?

]]> By: bbishop http://digicha.com/?p=175&cpage=1#comment-43 bbishop Thu, 04 Feb 2010 15:24:10 +0000 http://digicha.com/?p=175#comment-43 Thanks. I think you are right. The independents may be left fighting for crumbs. Another issue for them is how the investors exit. Do you think the government will allow a foreign firm to buy a major online video provider in China? I don't think so. And the Chinese firms, with the exception of Focus Media when their stock was flying high, tend to buy at distress sale prices if they buy at all. Maybe they can list overseas, but if so more likely in Singapore or on AIM than on Nasdaq. Thanks. I think you are right. The independents may be left fighting for crumbs. Another issue for them is how the investors exit. Do you think the government will allow a foreign firm to buy a major online video provider in China? I don't think so. And the Chinese firms, with the exception of Focus Media when their stock was flying high, tend to buy at distress sale prices if they buy at all. Maybe they can list overseas, but if so more likely in Singapore or on AIM than on Nasdaq.

]]> By: David Wolf http://digicha.com/?p=175&cpage=1#comment-42 David Wolf Thu, 04 Feb 2010 15:07:20 +0000 http://digicha.com/?p=175#comment-42 Superb post. If this Youdu or Tukoo deal happens, I wonder if it will be enough to save the privately-owned standalone video sector? Leaving aside content costs (which they appear to be solving), bandwidth will still be expensive, they have way too much advertising inventory, and NTES and SOHU (not to mention BIDU, CCTV and SMEG) can slowly squeeze the independents out of business. And that's without even touching the question of whether SARFT will suffer these guys to live once they start draining revenues from the National Team. Superb post. If this Youdu or Tukoo deal happens, I wonder if it will be enough to save the privately-owned standalone video sector? Leaving aside content costs (which they appear to be solving), bandwidth will still be expensive, they have way too much advertising inventory, and NTES and SOHU (not to mention BIDU, CCTV and SMEG) can slowly squeeze the independents out of business. And that's without even touching the question of whether SARFT will suffer these guys to live once they start draining revenues from the National Team.

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