This two-day, Thunder is enough eyeballs, from launching its CDN brand "Star" to the analysis by Forbes magazine to be "privatized", was again rumored to be bought by millet. CEO Zou shenglong went on to say that although the Thunder could not agree with Forbes analysis, but it throws an intriguing response-"we embrace independent and open."
Obviously, is independent and open conflicts; full independence, it would not open, fully open, the loss of independence. Starting from 2014 Thunderbolt accept millet $ 200 million investment, Zou shenglong in finding the delicate balance between independence and open.
When Thunder listed in the US
Why Thunder is always "privatized"
Overseas-listed companies to return a share is the trend. Recently, 360, Mo Mo has initiated the process of privatization.
Thunderbolt in 2014 in the United States listed share price performance has been below expectations, even a price cut in this year. Code co-founder Heaven with a financial background, said: "many Chinese stocks are considered, including Thunder United States market cannot understand very well the value of undervalued shares. "Many domestic Internet companies return to the a-share listing this year, received warm response from domestic capital, storm technology, for instance, created a miracle in the market surge 32 times.
Advisable to believe wealth one investment manager said: "the main business in China, and the business logic can be better understood by China's companies, more suitable for returning a share. "To this point of view, the Thunder return a share seems to be very appropriate. Thunder is always rumored to be privatized, partly public opinion of its worried.
However, Zou shenglong and publicly issued a number of voices. He said privatization of a company, if want to know two problems can make decisions.
1, if you return to a-share, what will?
2 If you do not return to a-share may lose what?
He is the answer to both questions may be summarized as follows:
1 return to a-share is likely to get higher valuations, to attract talents, promoting the company's development, but the high valuation also depends on business conditions.
2, does not return to a-share may result in alienation from economic relations with China. This is an evidence of spread outside the Thunder will be privatized. Hermes iPhone cover
Lei feng's network by thunder Insider understands that high have clearly denied the possibility of privatization. Reporters also noted, Zou shenglong attitude did not completely close the back door privatization, but it all depends on the Thunder's own operating conditions.
Popular terms, is this: of course hope that the share price, but I need to do well in our company. Their words also reveal, Thunder is facing many transition economies and difficulties.
Thunderbolt CEO Zou shenglong
Thunder why transition
On April 1, 2015 April Fool's day, Thunder is no joke to announce a big message: sold its video site "Thunderbolt" (please stamp of Lei Feng network earlier article).
Stock price depressed most of the time it was the Thunder and Thunderbolt see long-term losses. Dilemma it's only Thunder concentrated performance, its main business download business as well. In fact in order to be successful in the United States market, under the force of purification network in China, the Thunder took a series of "NET NET" operations, off the shelf of the contents to those of copyright disputes, for shame shame video is not accelerating or cloud seeding. This series of injuries to a large number of existing users, Thunder lost a large part of the reason for retaining members. Thus, the transition seems to be the only way out.
He may be in transition, sold Thunder, Zou shenglong was very happy, he said: "the Thunder for sale as we took the initiative to streamline the existing business operations and to focus on part of the transition to the mobile Internet, we expect that the deal will be for our employees and our investors bring a bright prospect. See Board voted unanimously to sell the Thunder, I am very happy. "
So what does Thunder make a transition?
At that time also known as "Crystal project" item into view. Crystal project was a "Star" CDN's predecessor, the reason for not spending a great deal of public concern, because its main 2B-oriented market. However, over the subsequent does two things came into the public eye, router that is the Thunder and Thunderbolt money treasure.
Because of Thunder video background, need a lot of data transfer bandwidth and node, namely CDN resources. Traditional CDN is a specialized service provider or the enterprise itself, and at the new trend is that users can contribute their own traffic and bandwidth to the Thunder, and then made some gains, that is crowdsourcing CDN. This model has received public attention, with their idle bandwidth in the House for money, and for most people is attractive. The YouTube route Bao, collaboration with the blue route is the product of this idea.
Lei said: "this is an Uber in CDN. Heard about the plan, I think it is very promising, but the industry has been divided between giants, so in order to open up the situation, I would like to 'all in' (all in bet). "
Thunder routes prove unsuccessful
"All in", the Thunder for the router users were introduced to the Thunder, claiming that surfing can be achieved while sharing bandwidth money. However, the product listed and soon stopped the sales. For reasons, Thunder CTO Chen Lei made a detailed explanation, can be summarized as follows:
1, router chips high costs, resulting in higher product prices, sales are bad.
2, routing and CDN technology-sharing conflict if while routing nodes, are less effective.
3, router technology is difficult.
Thunder has released a product to consumers, this is known as the "Thunder to make money". Treasure to make money available for sale to the public in about a month's time, 100,000 units, but this looks like a huge number, how much bandwidth can provide it? Hardware industry analyst Peng Shengjun said: "unused bandwidth available in every machine 10M, 100,000 terminals have a bandwidth of about 1000G about 1T, but most users have bandwidth for unequal, the uplink speed could be as low as 1-2M, the Thunder's 100,000 terminals can" production "available bandwidth need significantly reduced, becomes 0.1~0.2T. "This enterprise demand for CDN, is very small.
Thunderbolt CEO Zou shenglong, millet CEO Lei, heart technology CEO Chen Lei
"Star" CDN can you turn
100,000 set Xunlei earn treasure, limited profit contribution for the Thunder and Thunderbolt also meant not making a profit on the hardware. Bet on Thunder put a lot of resources in the enterprise market, so the next step is imminent.
In June 2015, millet and Thunder high profile joint publishing star CDN, using their CDN resources into the enterprise market. Published the same day, Thunder up seed customers: millet, aiqi art, theology, theology and so on. Thunder proclaimed "money treasure" sales will continue to rise and will reach millions, that "unlimited nodes", but before this sale, "money-Bao" to Thunder provided by CDN resource is still very limited. Thunderbolt CTO Chen Lei said at the press conference, existing CDN cloud patterns on the + side, meaning that remain with the Thunder built CDN and users earn treasure match.
After all, millet and Xunlei Thunder is so valued the CDN product, just because this project has been a thunderbolt restructuring hopes.
Lei's "all in" more or less, compared with competitors in the market, Star CDN pricing similar products by half, said Chen Lei, at the current pricing, companies were able to maintain a reasonable profit margin. However, as the YouTube route head of Po Wu Yi said, "the CDN industry, the water is very deep," and "all in" Star CDN journey has only just begun.
In the CDN industry, as thunder of the intruder, he faces two industry giants: nets host, chinacache. Chinacache technology CEO Wang song said: "the main download millet, CDN services and e-commerce platform, continues to be supported through the partnership with chinacache. Thunderbolt announced their ' Star ' before also working with chinacache.
For technical problems with the star CDN, youku routes head of Po Wu Yi expressed his views: "peer to try crowdsourcing CDN is a good thing, but when users demand, often customer bandwidth requirements, and user resources when idle, user demand and low. This conflict will result in CDN supply instability, don't know how to solve this problem. "
CDN industry familiar with the matter said: "100,000 nodes are rare, and certainly in North Canton is relatively concentrated, demand for other cities, or by building their own CDN meet. So maybe treasure just gimmicks to make money through this gimmick build momentum, by low prices into the CDN market is the Thunder's real strategic goals. "
Anyway, Thunder into the enterprise market has been determined, while facing the growth of traditional, this transformation can be described as desperate. And the success of its transformation, you also need the test of time.
Millet will buy Thunder
Since 2014 after a $ 200 million investment in Xunlei, millet and Thunderbolt come closer. Lei said that investment in Thunder, is the cloud acceleration technology saw its advantage and CDN resources. On introducing star CDN, millet and full of Thunder is based. That's why analysis millet will buy the Thunder. Along with Thunderbolt's transformation into a period of deep water, also need a good friend millet, "play." However, wholly buy thunder of millet is beneficial to us? May be able to find the answer from the Lei.
Millet continued to do subtraction, because we have a lot of opportunities, so we have been studying what not to do.
At that time it was suggested that we do a video, we thought for a long time, decided not to be so invested aiqi art. It was also suggested that we make CDN, I decided not to do, but the Thunder and gave them to do. Hermes iPhone
When Lei beginner's mind is not changed, it can be expected to, his acquisition of Thunder is not much interested. "Millet has invested so many enterprises, who also didn't see it acquired. "A thunderbolt, insiders said. Zou shenglong's position became clear also that possibility, since he flatly denies takeover rumors, surely he will not wait for the face.
But even though Thunder proud attitude, and millet platform, but its bold transformation there are many risks. Follow-up about the Thunderbolt CDN, network of Lei Feng in sustained attention.
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1562 votes
Thunderbolt money treasure
Is designed to help users share money treasure is a little idle bandwidth box, place it at home on the router, you can use to make money. Itself does not have the router function, can be considered a micro server, users insert a storage device such as USB flash drive or an external hard drive, you can make this server a thunderbolt using idle bandwidth to the server part of the network. Contribution to Thunder Server network, the greater, it means digging "mines" more. Dig the minerals can be bound directly to the public, "Crystal mine" convertible into cash red packet, used to spend or bank card.
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