At the end of 2021, Eason Chan's "Lone Brave" unexpectedly became popular among primary school students.
Well, you must think of it as a nursery rhyme, or you can stare like a brass bell to go messy in the wind:
Love your tattered clothes, but dare to block the gun of fate...
On the contrary, the lyrics of "Lone Brave" are very much in line with the mood of online music platforms at this moment.
Whether it is Tencent Music or NetEase Cloud Music, it seems that it has become a supporting role around Douyin, which only has some network divine comedies.
Wrong, if you follow the lyrics of "Lone Brave", there is a description that is more appropriate:
They say, to sew up your wounds, no one loves clowns...
Joker, however, is now somewhat appropriately pasted on the two rival online music platforms.
In particular, Tencent Music Group (TME) also wrote "Lone Brave" into the company's financial report in 2021, and declared: As the theme song of the "League of Legends: Battle of Two Cities" animated series Chinese, TME said in the financial report that "Lone Brave" is a popular single jointly promoted with Tencent Games using the interconnection of Tencent's ecosystem.
With this, TME further concludes that in 2021, TME achieved stable profitability in four quarters and throughout the year, with total revenue and sustained profitability up 7% year-on-year, with online music paying users growing to a record 76.2 million for the first time.
However, more people may not know that there is a credit for Tencent Music, but may be the singing of this song, to the point of thanking all kinds of gods and demons dancing and League of Legends have nothing to do with the Douyin short video.
In this regard, Yu Jie'er Ji Li and Shu Le had an exchange, and poor Dao thought:
Both platforms became lone warriors, "War? Battle! With the most humble dream", but even this most humble dream, what is it, the more I sleep, the more confused I am.
It's not clear and it's not accurate.
The direction of music between Tencent and NetEase is actually clear.
The so-called bottleneck is actually that they have not escaped the state of the player, but only the network player of the music copyright owner.
Under the premise that the user ceiling has an upper limit and the desire of the paying user under the setting of the player is not strong, it is naturally impossible to open more scenes and profit possibilities.
Escape the player settings and find more possibilities for music payment to really open the bottleneck.
NetEase Cloud Music has always been weak in the market, but it has some advantages in the possibility of breaking the bottleneck.
The personalized characteristics of its personality and the musical social ability achieved through song lists over the years are the "personality charm" of NetEase Cloud Music. But there is no profit scene, and the lack of copyright ownership of the head song makes it inferior to Tencent.
On the contrary, the so-called perennial losses that the outside world is easy to pay attention to are not the hard wounds of NetEase Cloud Music.
That is just the inevitable scenario where the music platform buys copyright and constantly bids, resulting in increasingly expensive royalties and more consumption scenarios without membership payment.
Therefore, the decline in Tencent's earnings and the narrowing of NetEase Cloud Music's losses cannot be seen as the tone of the gap between the two companies becoming smaller or larger.
The gap between the two platforms is only the difference in the amount (quantity and quality) of copyright purchases caused by the different financial strength of the financial owners behind them, and has nothing to do with revenue and loss (whether to spend more money to buy copyrights).
Based on this difference, some people even proposed that NetEase Cloud Music and Tencent Music can be completely merged into one, so that the advantages complement each other and it will be a great success.
However, sober capital markets do not see it that way.
After all, the two have no complementary significance, and are essentially still homogeneous, minimally different, and different styles of players.
From the perspective of the capital market, the problem of the two platforms is convergent, that is, the collection structure is too single, there is no more derivative product of online music, and it will only be a blood transfusion project by relying on membership payment alone.
Therefore, the two musical "lone braves" who have not found their own light can still use the lyrics of the last two sentences:
Go? Does it match? This ragged cape
……
Who says that standing in the light is a hero
(Zhang Shule, Columnist of People's Daily and People's Post and Telegraph, Commentator of Internet and Game Industry)