Author | Crooked boy
Planning | Luo Shao
Edit | chopsticks
This time, there is no "touching porcelain", but Tencent itself wants to carry out profound changes.
In people's previous cognition, Tencent has long been a giant "octopus" enterprise. However, the prevalence of product manager culture has led to Tencent's various business lines being evaluated in a relatively fragmented or independent Internet company manner.
In the past few years, Tencent has laid out a very deep industrial chain on all fronts. Just like in the field of e-commerce, strategic cooperation with JD.com and capital injection of Meituan; in the field of culture and entertainment, increase the holding of B station, use Tencent Cloud's "Zhixin Chain" technology to develop "Reading" and other online platforms, participate in quick comics; in the field of travel, Tencent injected capital into Didi Taxi; in the field of enterprise services, Tencent launched its own software RTX Tencent, Tencent Documents and Enterprise WeChat to take root in the industry.
In terms of investment business, Tencent is also a well-deserved industry "dad", which has attracted countless PE/VC to look back. According to the relevant data of IT Orange, as of December 12, Tencent (including Tencent Main Body, Reading Group, Tencent Music Entertainment Group, Tencent Cloud, Tencent Creative Space) has invested in a total of 251 companies in 2021, and Tencent has participated in 1324 investment events, involving 1043 companies, involving education, finance, enterprise services, e-commerce, social networks, local life and other 21 sectors.
In this way, under the high pressure of "anti-monopoly", Tencent was judged to be a typical case of unlimited capital expansion. Recently, Tencent's knowledge of Zhihu, Tencent's of Ali, and Tencent's of JD.com are also being hotly discussed on the Internet. Its incident is not new, nothing more than Tencent's operations such as reducing its holdings in JD.com and withdrawing from Zhihu, so that the market began to speculate.
But articles on the Internet are basically limited to Tencent's antitrust for antitrust purposes. The reality is that a profound change is taking place within Tencent.
For WeChat
Unconsciously, Tencent quietly completed internal integration, opened up a number of products such as Enterprise WeChat, Tencent Documents, Tencent Conference Video and so on in the field of enterprise services, and successfully realized SaaS. According to the latest data, the number of active users of enterprise WeChat exceeded 130 million, the number of real enterprises and organizations exceeded 5.5 million, the number of WeChat users connected and served by enterprises through enterprise WeChat reached 400 million; the monthly active monthly activity of Tencent documents exceeded the 160 million mark; less than two years after its establishment, Tencent Conference accumulated 200 million users, directly creating a new record for the cloud video conferencing track.
Not only that, Tencent takes WeChat as its foundation, coupled with a relatively stable and huge IM platform, and continuously transfuses blood for its own corporate service projects. In contrast, DingTalk still stays in the old bank to eat e-commerce dividends, and the compatibility of platforms such as Feishu and Douyin is not as good as WeChat, resulting in the market is not so optimistic about the prospects of this product.
It is no exaggeration to say that for DingTalk and Byte, the biggest competitor is only Tencent. When one day, Tencent occupies the user's PC and also uses platform logic to get a piece of the pie in the field of enterprise services, how serious will the impact of such a situation on DingTalk and Feishu be. More importantly, Tencent's ecology has reciprocal flows, and this alone has defied a large number of opponents.
In addition, there is still a steady stream of imagination space in the WeChat ecosystem. For example, there are huge Internet node companies in each of Tencent's internal products, not only in the field of WeChat public accounts, but also in the up-and-coming star video number. This is not only the SCRM industry, but even the coveted social position of the venture capital industry.
The list goes on and on, leaving room for imagination.
"Great place to stay"
The most eye-catching news at the moment is the hand-in-hand between Kuaishou and Meituan.
On December 27, 2021, Kuaishou and Meituan announced that they have reached a strategic cooperation on connectivity. At that time, the two sides will open up content scene marketing, online transactions and offline performance service capabilities. Meituan will also launch the Meituan Mini Program on the Kuaishou Open Platform, providing its merchants with complete service capabilities such as packages, vouchers and other commodity displays, online transactions and after-sales service, and Kuaishou users can directly access them through the Meituan Mini Program. Logically speaking, Meituan does need new commercial landing scenarios and monetization models. For Kuaishou, when the development encounters bottlenecks, cooperation with Meituan is not bad for bringing greater imagination to the capital market.
However, such a volume is obviously not enough for Tencent, Tencent's purpose is more macroscopic, and it is more appropriate to use the metaphor of "double cycle".
This large cycle of change within Tencent has made the ace-level enterprise service applications test one by one, and in the combination of IaaS, PaaS and SaaS, Tencent has also copied this model. On the one hand, Tencent Cloud, as an infrastructure enterprise, has a relatively wide user base; on the other hand, for the developer team, Tencent is not far behind. Since 2009, Tencent has been deeply involved in the field of massive big data processing, relying on the open source Hadoop ecosystem to continuously unify its computing architecture. Nowadays, the fourth-generation Tencent Cloud self-developed big data platform has focused on the rapid integration of data flow, application flow and transaction flow, and quickly supports the realization of business value. In the future, Tencent hopes to present a perfect and ideal data closed-loop system in the field of PaaS.
In addition, as ByteDance's huge engine has done, Tencent's internal infrastructure and advertising system are also coordinating, and a Tencent that is pinched together is taking shape.
In terms of the "outside" cycle, companies represented by the enterprise WeChat have found their own development model. Nowadays, looking at the venture capital industry, there are not a few companies that make a living from weChat, and Dust Feng Information and Pan-Micro Network are among them.
In this way, a platform for mutual empowerment and mutual cooperation was born.
It is also open
Being more open is undoubtedly the road that Tencent will take in the future. This is not difficult for Tencent. In contrast, Baidu's search traffic, Ali's e-commerce traffic, Tencent's social traffic is more obstructive and long.
Nowadays, with the continuous expansion of the influence of video numbers, users' awareness of short videos in the WeChat ecosystem has never been higher. From this point of view, it is difficult not to think that kuaishou's cooperation with the US group is just a defensive strategy. After WeChat has "Pinduoduoduo" internally, a data traffic entrance and multimedia ecology are completed, and it is not impossible to recreate another "Double Eleven".
Being more open means becoming stronger for Tencent, and it may lose more for Alibaba. As the darkest moment of Ali's collapse of the sand because of Ant Financial has passed, it will place more hope on Alibaba Cloud internally, but for now, Tencent is not invincible in this regard.
After the integration of cloud nails, Tencent has also quietly made changes internally, and such changes are obviously more imaginative. And the logic of this business story is also quietly changing.
Before, Tencent wanted to do it itself, in fact, wanted to monopolize the cash flow of the industry, and later, Tencent launched an open strategy, thinking about the development prospects and data of the monopoly industry, and in the end, Tencent has quietly changed into a monopoly market imagination space, and its slight turn may cause major changes to the industry.
At present, a new Tencent wants to break through the cocoon into a butterfly, and its influence is obviously underestimated.
*Some of the pictures originate from the Internet, if there is infringement, please contact to delete, according to public information, this article does not constitute any investment advice