Internet 2010

In the middle of the month, Lu Zhou came to the room advertised in Yixian Dream Valley.

He looked at Wang Wenjun and Fang Qiang, "Tell me about the situation. In the past few days, I have been busy with the server handover with Phaeton, and I haven't paid enough attention here. Tell me briefly about the current situation."

The two looked at each other first, and Wang Wenjun extended his hand to let Fang Qiang report first.

"Okay. Let me briefly mention a few situations.

One is the banana market. After the spin-off of Menggu Technology and the previous A round, Mr. Lu instructed two increase in the budget of the ground push, with a total of 10 million yuan in the ground push budget. From July to the present, for a total of two months, these two budgets have consumed 8 million.

As of today, the installed capacity of the banana market is around 8.5 million. The monthly growth rate was basically the same as that of Android phone shipments. It is basically consistent with the estimated price of two yuan a.

The total cost is slightly higher than the two yuan, mainly because the expenses such as venues, consumables, and equipment occupy a certain budget. "

After listening to Fang Qiang's words, Lu Zhou nodded. This situation was basically in line with his expectations.

Half of the budget of 8 million went to the mobile phone store, and half was the commission from this group of people.

In the initial stage, the number of people promoted by Dream Valley was around 400 employees, which is equivalent to having reached the level of per capita income of tens of thousands. Of course, the head and tail should be very different.

According to the ground-based pricing, ideally, it can add 4 million to the installed capacity of the first 5 million in the A round. This shortfall of 500,000 installed capacity, in Lu Zhou's view, has already controlled the cost quite well.

Lu Zhou asked, "What's the situation with 91 and Pea?"

Fang Qiang continued, "It's not a threat for the time being.

Peadou is only in the Android market. Last month, the installed capacity of monitoring and analysis has exceeded one million, but the increase is not large.

The installed capacity is higher than that of bananas, but the Android terminal is only less than 300,000. Thanks to NetDragon's 91 ground push, the current installed capacity is 3 million.

Several other companies, including 360, Apphui, and Sogou, have not exceeded one million. "

Lu Zhou said, "In this regard, the remaining budget will be tilted towards the IOS side this month. IOS first has higher download frequency and conversions than Android. The only problem is the competition with the official appstore."

Wang Wenjun also said, "Dream Valley promotion, I have already concentrated on making another budget, and the monthly investment in the promotion channels and the consumption of Dream Valley promotion will not be lower than the monthly level of 6 million.

After deducting the 30 million that needs to be reserved for the payment business, it is expected that the company will not be able to keep up with the growth rate of the mobile phone market in the promotion budget in the first quarter of next year.

This is estimated according to the current income level of Dream Valley advertising.

Ideally, that would be an additional 3 million installations per month. "

Lu Zhou then asked, "What is the amount of advance payment currently reserved by the account period."

"Fifteen million. And counting."

After listening to Lu Zhou's calculations, this amount is roughly in proportion to three.

Wang Wenjun went on to say, "If the road always needs to be invested in this part, I can make a reasonable plan. In theory, another 10 million yuan can be added as other budgets.

In addition, according to the mobile Internet research report provided by a recent research institution, the overall market size at the end of the third quarter was around 15 billion.

According to the ranking given by the agency, they are Penguin, Bib, Ali, Shanda and Dream Valley. They estimate that the market size of the circulation within the Dream Valley ecosystem is around 500 million. "

Lu Zhou was too lazy to ask how the 500 million was estimated. According to his ideas, it may be worth about 300 to 400 million including the surrounding ecological developers.

But at this time it is a blue ocean, and it is the time to grab market growth. Such reports are only for understanding, and have little meaning for future reference.

In the third quarter, it was 15 billion, and the whole year was just over 20 billion. What was this number in 2013, 400 billion, and in 2016, when the growth rate slowed down, the size of China's mobile Internet market was 5 trillion.

With the achievements in front of me, I can live a very nourishing life in the next two years, but after 2012, things will be different. In 2018, the daily size of the mobile internet was equivalent to a year’s level today.

"This is an affirmation of our achievements, which is very good. The appearance of Dream Valley has brought a surprise and surprise to everyone. But in front of the future, everyone is a 'baby'.

Keep in mind the achievements, and give generous gifts to employees at the end of the year. But still can't slack off.

In terms of promotion, online ones should not be lost. When the second batch of funds from DCM arrives, our budget will reach 10 million a month.

The amount of bananas will reach more than 20 million by the end of the year. I hope that I will discuss another financing at the end of the year or early next year. "

Wang Wenjun and Fang Qiang were stunned when they heard it. They were burning money, 10 million a month. The cost of a single day is 300,000 yuan, which is enough to cover the down payment of a house in Guangnan.

Of course, Lu Zhou's statement is not an unsure move.

As a result, the effect of the promotion of Dream Valley for two months is very satisfactory, and the installation cost does not exceed three yuan. If this initial stage is to test the market response and promotion effect, then Luzhou does not need to hold back now.

Second, Menggu Advertising has continuous income, with a monthly share of nearly 5 million, so it really invested tens of millions, and the cash reserve consumed is only 5 million per month. If we catch up with some cooperation such as Taobao scarves, even the A round can last until the second quarter of next year.

Wang Wenjun reacted, "Okay, Mr. Lu. I will formulate a new plan and submit it to the board of directors later."

"What about WeChat?" Lu Zhou looked at Fang Qiang.

"As of now, WeChat has been released for two weeks. Under the organic traffic ranking and index, the average daily download volume of WeChat is 20,000, and the current total installation volume is 300,000.

According to the company's internal "creating dreams" process, the traffic resources of several lists will be released the day after tomorrow.

Based on the daily average traffic and daily download estimates of this part of the list, the average daily downloads of WeChat will reach 60,000, and it is expected that the installed capacity will exceed 1 million by the end of the month.

According to the current total installed capacity of the banana market, the coverage rate is around 15%. "

Lu Zhou was not surprised when he heard it. As for the internal development of WeChat, Fang Qiang couldn't ask anything, so he still had to find Cheng Xuyuan.

"The daily average traffic fluctuation data~www.readwn.com~ is well connected with the WeChat team, so that they can adjust the functions to be iterated next.

In addition, how is the development of the grayscale release and test system that let you integrate before. "

Fang Qiang replied, "The corresponding function is already being debugged. It is already online on the test server, and it is expected that it will be officially popularized to various developers by the end of the month.

Mr. Wang and I have also discussed this part. The functions provided to developers will provide step-by-step services, which can bring a certain amount of revenue. "

Lu Zhou said "Oh" suspiciously.

This matter was a cloud service function that he and Cheng Xuyuan discussed before. According to his assumption, it is most likely to come out of the WeChat team first, and then Menggu Cloud will provide the service.

And he never imagined that Fang Qiang, this silly boy, had already figured it out by himself, and he had already developed it and put it on the test server.

This surprised him. The "early child" is just a little more loving. He thought to himself, "It's easy to do things when you have money."

"Let's do it. I won't go into the details. But try not to have the three teams overlap in development. Relevant code or testing services that have been launched will be notified and conveyed to WeChat and Mengguyun."

......

After learning about the situation, Lu Zhou went to the Science and Technology Park again.

The cold download numbers have no real sense. Regarding WeChat, he has to talk to Cheng Xuyuan and WeChat products.

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