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  • Article / 23 October 2015 at 2:33 GMT

    Earnings Preview: Sohu stays static as sector speeds past

    China Watcher / Shanghai
    China
    Earnings Preview: Sohu stays static as sector speeds past
    Sohu will report its third-quarter earnings on Monday morning, and I expect the firm will confirm my long-held belief that it is in a structural decline due to an unfeasible business model. The search engine Sogou will likely be the only positive part of the report, but strong revenue growth will only increase the possibility that it will either be spun-off or sold to a rival.
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  • Trade view / 16 June 2015 at 4:09 GMT
    Strategic trade

    Launch of rival video platform to give Alibaba a boost

    China Watcher / Shanghai
    China
    Alibaba has finally decided to launch its own video streaming platform – Tmall Box Office. While late to the industry, Alibaba should be able to establish a strong market position alongside its rivals Baidu and Tencent, which together make up the BAT trio. However, concerns remain about market leader Youku Tudou, in which Alibaba owns a 16.5% stake, and Sohu, which is priced out of the video streaming market.
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  • Article / 24 April 2015 at 5:13 GMT

    Earnings Preview: How long will Sohu remain sustainable?

    China Watcher / Shanghai
    China
    Earnings Preview: How long will Sohu remain sustainable?
    Fallen tech giant Sohu will release its first quarter earnings on April 27 before the markets open, with investors expecting to see continued growth from its search engine Sogou, and growing content costs for its video business. But with Sogou looking set to list in the US this year, and the video business being priced out of the market, investors will want reassurance on the long-term viability of the firm.
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  • Article / 20 March 2015 at 5:39 GMT

    Content cost control key for online video firm Youku Tudou

    China Watcher / Shanghai
    China
    Alibaba-backed online video platform Youku Tudou beat revenue consensus in its fourth quarter earning. However the firm's content costs have been rising again, a major problem for the whole industry. Fortunately it has been finding success with original programming and partner and user generated content, which helps to drive down costs, and has a much higher ROI than syndicated programming. The firm also announced an SEC enquiry over some non-cash revenue recognition methods.
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  • Trade view / 20 January 2015 at 0:45 GMT
    Strategic trade

    Qihoo's search engine rebranding boosts market share prospects

    China Watcher / Shanghai
    China
    Ahead of its fourth quarter earnings, Qihoo has rebranded its search engine from 360 Search to Haosou (Good Search). This is designed to offer a better service to SMEs, which typically find it difficult to compete with larger firms on Baidu's search platform. This could be a key move by the firm, because targeting the SME market would help build QIhoo's already impressive market share as it begins to monetise its search business.
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  • Article / 11 September 2014 at 3:16 GMT

    Video streamers' profits under pressure in Beijing crackdown

    China Watcher / Shanghai
    China
    China's online media entertainment industry is highly competitive, with companies operating on tight profit margins. The government has decided to curb foreign content to just 30% of a firm's library, which is going to put added pressure on margins. Video streamers will have to coome up with more local content to cut costs.
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  • Article / 25 August 2014 at 2:31 GMT

    Sohu's future may have plenty to do with Tencent

    China Watcher / Shanghai
    China
    With falling margins across most of Sohu's revenue streams, investors are beginning to consider the long term sustainability of its business. With Tencent invested in Sohu's search engine Sogou, there is talk that it broaden that to investing in Sohu as a whole.
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