Can the NetEase B -side business copy its "slow success" on the C -end?

Edit | Yu Bin

Produced | Chaoqi.com "Yu See Column"

In the domestic head Internet "rivers and lakes", NetEase's sense of existence may not be high, but no one can really ignore its sense of existence.

As the only active leader in the portal era, the "money monster" of the mobile Internet era is still strong. Although NetEase can not represent first -line Internet companies, its influence is still not ignored among the second -tier Internet giants.

However, considering the dissipation of mobile Internet dividends and the rise of many new Internet forces, NetEase may not have a way to worry about in their own position.

Considering the settlement and internal scrolls of the C -end product online competition pattern, if the Internet company wants to further explore the incremental increase, the B -end business has become an inevitable option, and NetEase is naturally no exception.

In recent years, major Internet manufacturers including BAT, Meituan, byte beating, and Netease have entered the TO B market. Is NetEase's chance of finding breakout? Considering the "slow" successful style of its C -end market, will the same style copy the B -end still work?

Take these questions, let's take a look at the B -end business layout of NetEase.

NetEase To B, limited results

Generally speaking, NetEase's B -side business is very similar to its C -end business. It is still the "slow" style that everyone is familiar with.

As an Internet company that made a lot of money on the B -end business early, although Netease started to enter to B around 2015, it was officially established by the company's B -side organizational structure by 2019, that is, NetEase Intelligent Enterprise (Wisdom Smart Enterprise (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom (Wisdom Enterprise Division), then slowly made multiple rounds of business adjustments.

Compared with BAT's strong in the layout of BAT's business layout, NetEase attaches slightly delay in scale and internal attention.

At present, Netease Intelligent Enterprises mainly include the three major business segments of Netease Yunxin, Netease Easy Dun, and Netease Yunshang. Although these three major business segments have achieved more or less achievements in recent years, compared with competitors, their results can only be called limited, and there are still greater uncertainty in the future. sex.

Among them, Netease Yunxin is the first TO B product launched by Netease in 2015. Since then, NetEase has successively launched Netease Qiyu (later belongs to NetEase Yunshang, focusing on customer service SaaS market), Netease Yidun.

In 2020, Netease integrated NetEase Qiyu, Netease positioning, Netease interoperability and other products into "Netease Clouds"; in early 2021, Netease Easy Dun joined Netease Smart Enterprise. At this point, the three major business lines of NetEase Intelligence Enterprises, which are mainly PAAS and SaaS, have officially formed.

Taking the main business of Netease Intelligent Enterprise NetEase Qiyu as an example, the current development status of this business may be enough to represent the overall performance of Netease on the B -end business.

In the smart customer service market focused on Netease Qiyu, it is facing huge pressure from competitors such as Ali, Tencent, and Baidu.

Netease Qiyu's industry solution is mainly focused on e -commerce, education, government affairs, fresh e -commerce and other sectors. Unfortunately, these tracks either have more powerful competitors, or there are obvious homogeneity in the industry. NetEase is not easy to break through.

As a service project that Netease's smart enterprise can take the most, Netease Qiyu does not have enough competitive advantage in the industry, which is not good news for NetEase.

Considering the dimensions of capital, technology, and volume, BAT and even new giants like bytes are huge, and NetEase Qiyu may not help NetEase to achieve flying. Further, there are similar problems in other projects of Netease Intelligent Enterprises.

Performance has proved this.

According to data from NetEase's 2021 financial report, the company's To B business accounts for only about 14%of the total revenue of the total revenue. Compared with the current TO B business layout with more than half of the income ratio of the head Internet giants, Netease still has a long One way to go.

It is worth noting that in recent years, NetEase's smart enterprise is still laying a popular Yuan universe, which is even more worried about the future of NetEase's B -end business. In this area where it needs to invest in heavy, uncertainty and strong Can't bring high -speed expectations for it.

How to pursue a better future?

It is worth noting that even if the NetEase B -end business can achieve some good results on a certain business bar, it will also lose long -term imagination because of the lack of ecological layout advantages. This may be greater for NetEase. Hidden worry.

From the investment layout and the business layout of Netease's smart enterprise, it can be seen that NetEase's gameplay in the TO B business is similar to its C -end business layout idea, which is more concerned about specific business, but it does not attach great importance to the ecological layout.

So the question is, when competitors such as BAT have invested in the B -end business ecosystem and promoted the extensive implementation of specific businesses at the same time, the shortcomings of NetEase Intelligence at the B -end ecological construction level will laid the hidden dangers of the future in the future. Woolen cloth?

Objectively speaking, NetEase can be able to be strong as the initial Internet leader. In fact, it has proven that it is more valuable to pay more attention to business and ignore ecology. However, as the NetEase C -end business starts to become "two -current", many people will suspect that it will not be able to achieve the results they want in the B -end field.

You know, one of the characteristics of the B -end corporate service market is that the strong, the strong, and earlier the market share can occupy this market space for a long time. The reason is very simple. The cost of relocation of B -end enterprise services is very high, so if you want to succeed in the B -end market, it is very important to start with the advantages of the scale. In contrast, NetEase's smart enterprise is not tight or slow, it is its style, and even in areas that have been cut into the fields that have been cut in a long time, they choose to make the market make people, and leve in step by step with limited investment and slight lag layout. Can this really make the B -end business grow continuously?

More importantly, the PaaS and SaaS focused by Netease's smart enterprise are undoubted gold beasts that have no doubt. It has no investment in the capital and landing level. All factors are testing the future of NetEase B -side business.

At present, the TO B Internet giants have played in the stage of opening up the ecology. Alibaba's "cloud nail integration", Tencent's open source collaboration, Baidu's platform integration, these actions have obviously leading NetEase's generation. In contrast, Netease's B -side business is more like a segment business line for each other. Among them, imagination space and competition barriers are slightly weaker.

We do not deny that NetEase's ability to launch good products has long proved this for many years. However, the market suspects that NetEase can enlarge the products, open up the ecology, and further gain the head status. Netease's Netease Cloud Music and Netease Koala sea purchase have also proved this.

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