Gather era with their own experience has shown that

Gather era with their own experience has shown that "the dream silk" the money is a lot of money.

Together on March 9, time published in 2012 in the fourth quarter and full-year results. Fourth quarter earnings, according to gather times the net revenue of 266.8 million yuan, increased by 136.3% than the same period last year; The net profit of 33.2 million yuan, 4 million yuan than the same period last year growth of 730%. The annual net revenue is 820 million yuan, more than 156.5% growth in fiscal year 2011; Net profit of 89.2 million yuan.

This is a company that has just listed on nasdaq last November, in 2005, it is just listed. By voice, text and video allows users to participate in the activities of real-time network group, several business this hold up the wealth myth.

"Thanks to the fourth quarter of 2012 the rapid growth of the gaming and entertainment business." Gather era, head of a company to the investors newspaper reporter that explain why the performance is increased.

YY voice is gather profits start times, has now accumulated 450 million registered users, "the data will grow steadily. In high-end users will gradually be attracted to YY platform, online entertainment and online education, is the development direction of key this year." The company official said together era.

But it's hard to say if this is too optimistic. The us investment bank, have put together the rating to neutral, "can you still keep high speed growth this year, should be to consider problem." Internet analyst GeJia said to the investors newspaper reporter.

The biggest confusion from the mobile terminal. "Mobile terminal is YY's biggest problem, because they have no resource to do this, it will be very demanding." GeJia said. PC growth slowed, and PC online education is still a long way to go, such a situation, mobile terminal is more important.

Difficult to find profit growth point

In the together time roadshow PPT, according to the main business including YY game together era, YY YY education and music. Gather time think tencent, sina, and YY is with three Chinese social network. YY now has 70 million active monthly users, all 52 hours online, 84% market share.

YY is to provide users with voice services, and other related services based on voice, it will make the transport of the game, chat rooms and online channels. JiJianZhe, an analyst at analysys international said: "profit model is to sell advertising space, the game is divided into income, and users to purchase virtual products, as well as value-added services like diamond membership."

"Era of the company's profit there are a lot of sources, Internet advertising, member, entertainment, games, etc., various win close modes coexist, is the characteristic of the platform class business." Gather time the chief says, "we are building a communication platform with audio and video as the core, to provide users with strong presence in the communication, this is business model together age."

Current game, is YY voice and value-added business profits, the development direction of online education will be later. While online education, for YY, may be more high-end users.

However, grassroots strong YY in development on a higher level of user resistance. JiJianZhe said, online education might attract more high-end users, but if these users paying ability is not strong, they can't put more force on it.

"YY is not as good as QQ high-end user groups, online education, at present, this cannot, the market environment is not good, no time." GeJia said, "YY must find profit growth point, or growth, with 27% of active users is not enough to support existing shares."

And the layout of the online education and the growth seems to be more symbolic significance, YY said publicly, don't expect online education profits this year, perhaps let investors see the growth, is the top priority. Moving the situation was so, want to new business, new growth, YY can give investors continue to tell a story. And new business and tide wait for no man, in fact, professional web site have been eager to grab the market.