58.com by data

On June 27, 58.com announced that Tencent invested US$736 million to acquire a 19.9% ​​stake in 58.com on a fully diluted basis.

This investment means that 58.com has chosen to form an alliance with Tencent and become a partner of Tencent's social ecosystem, thereby gaining support and traffic support from Tencent's social ecosystem, which will help 58.com to understand users and build a trusted identity system. For Tencent, this is another large investment in the field of O2O life services after Dianping.com. There is no doubt that O2O will be a big piece of fat in the field of mobile Internet, and users' searches and browsing will be directly converted into service purchases. So in addition to the O2O concept, what exciting data does 58.com have that can attract Tencent's investment? Let's take a look at the data below: Financial report revenue data In the first quarter of 2014, total revenue was US$48.2 million, a year-on-year increase of 103.3%; net profit was US$2.3 million, and a net loss of US$4.7 million in the same period last year. Not in accordance with US generally accepted accounting principles, the net profit in the first quarter was US$3.3 million, and a net loss of US$4.1 million in the same period last year. 58.com's revenue is mainly composed of two parts:

Membership revenue was $27.5 million, up 85% year-on-year. The year-on-year increase was mainly due to the increase in the number of paying members.

Online marketing service revenue was US$20.5 million, up 146% year-on-year. The year-on-year increase was mainly due to the increase in traffic converted from the website's online marketing services.

Traffic data analysis

After the Spring Festival, 58.com's traffic surged, with monthly independent users exceeding 200 million for the first time, and mobile page views exceeding PC views. Moreover, 51% of page views came from mobile devices.

This is 58.com's own data. Now let's look at Alexa's sample-based monitoring, which has some errors, but can be used as a reference.

Traffic ranking: currently ranked 622nd

In terms of traffic sources, it relies on search engines and Baidu ads. Nearly 20% to 40% comes from Baidu search or Baidu promotion. After Tencent’s investment, it is estimated that the proportion of traffic from Tencent will increase significantly.

User page visit distribution: Local characteristics are obvious. Users often visit local sub-sites first and then look for related content. The recruitment section is becoming increasingly popular and has become a recruitment destination for many small and medium-sized enterprises.

Baidu Trends: Presidential searches are growing strongly, with a notable increase in mobile searches

Products and reputation

Judging from Baidu's reputation, 58's strengths and weaknesses are: rich information and convenient job search are the most popular among netizens; however, due to the pressure of income, there are too many advertisements, which are also more noticeable to users; the problem of false information is also a problem that is not easy to ignore. I believe that this problem will be improved after the introduction of Tencent's investment.

Comparison of competitors: Ganji and 58 go hand in hand. From the data, we can see that the search trends of the two are very consistent, which is not unrelated to the fact that many users use both at the same time. In the competition of classified information, 58 has not yet completely won on the mobile side, and the trends of the two are no longer similar. It can be seen that the mobile field will determine the success or failure of classified information websites.