Alibaba Will Announce The Purchase Of Pea Pods This Afternoon.

Rumors always come true. Alibaba The takeover will be announced this afternoon. Pea pods 。

In July 5th, Alibaba mobile Affairs Department invited the media to attend the afternoon press conference, but did not emphasize the specific content. In the invitation letter, it is stated that the conference address is "Beijing Dongsheng Science Park", and here is the office location of pea pods. The content is already self-evident, and the estimated purchase amount is US $200 million.

It is understood that the previous phase of the tune up has been completed, the acquisition has been sitting on the table, it is unlikely that there are variables. Yu Yongfu, the leader of the acquisition, aims to strengthen UC's ability to distribute in mobile phones.

After the announcement, readers regretted that the purchase price of pea pods fell to $200 million from $1 billion 500 million three years ago. But the reality is that pea pods have missed the golden age of selling.

This is not the first time that Alibaba has bought news about pea pods. In 2013, Ali had the intention to buy pea pods. The background was: Baidu bought 91 wireless at a price of $1 billion 900 million, and UC bought PP assistant at a price of about 100 million dollars.

When the mobile distribution market was hot, pea pods did not choose the BAT team, but rather wanted to be self-organized and made a reform of content platform.

There are three main reasons for not wanting to sell. The most important reason is that pea pods CEO Wang Junyu saw the business decline after the acquisition of Baidu by 91. And Ali bought PP assistant, although gave a good location, including Taobao and other push, but the performance of PP assistant has not achieved substantial growth.

Second, the commercialization of pea pods is the slowest in all application distribution markets. Therefore, it has been labeled "little fresh", and there is no other commercial application of so many chaos recommendations. And its interactive interface has always been a simple UI style. Once sold, the style that Wang Junyu insists on is bound to be impossible to preserve, and the application of "small and fresh" is bound to compromise the business interests of the giant.

Third, in 2013, pea pods occupied almost half of the Android mobile distribution market and almost achieved breakeven.

In February 2012, the total number of pea pods exceeded 25 million and the number of active users exceeded 1 million. Data show that at that time, only 50 million of Android users in the country, less than two years later, completely dominated the Android system mobile application distribution market, which is the "golden age" of pea pods. According to official data, the current pea pods installed capacity has exceeded 420 million.

Pea pods at that time, even if not sold to the giant, can also rely on advertising and game intermodal expenses. However, the share of Android's mobile phone market has now been shared by 360 mobile assistants, Tencent apps and Baidu mobile assistants.

From 2013 to 2014, Alibaba had two big moves to acquire micro-blog and UC. The layout of mobile terminals has been completed, and pea pods are not as attractive as before. In addition, in recent years, the mobile phone market is booming, and mobile distribution channels are controlled by many mobile phone manufacturers, restricting users to search for third parties. market It also provides a variety of application advertising modes such as factory pre installation and so on.

When attracting soft silver investment in 2014, pea pods valued at $1 billion. Now the bargaining power of pea pods is no longer.