- 2018-10-29
IQ: Expect Better Paying User Growth in 3Q18 Driven by In-House Content On The Back Of Bigger Loss
IQ will report 3Q18 results on Tuesday, October 30th after the markets close followed by an 8pm EST conference call. Based on our proprietary data and calculations, IQ’s total revenue is likely to be RMB7,076M, above consensus at RMB6,909M, while the cost is likely to be high at about RMB7,470M, indicating another quarter of negative gross margin. …… - BIDU2018-09-19
T. H. Data Flash – iQIYI Inc. (IQ) – 3Q18: More In-House Produced Content to Drive Paying Member Growth and Better Revenue in 3Q18
iQIYI added more in-house produced content, which we believe is a driver for its paying members. iQIYI had the highest number of in-house produced content and associated video views among its peers. In addition, it also had the highest number of actively viewed content titles and newly added content. …… T. H. Data Flash - Youku Tudou Inc. (YOKU) - March 2015: Meaningful Growth in the Number of Video Views for Head Content and Mobile Downloads
January 1 – March 31, 2015 Operating Data Highlights:Data in this report is extracted from publicly available sources and processed with our proprietary methodology.•Significant increase in mobile downloads – By the end of 1Q15, mobile app downloads for Youku Tudou’s platform was about 2,860M, which increased by 414.9M from 2,445M as of 12/28/2014 (Figure 1). YOKU’s mobile downloads are behind iQiyi at about 3,372M by the end of 1Q15 and 2,665M as of 12/28/2014. ……T. H. Data Flash – China Online Video Monthly – January 2015: YOKU Led In New Releases; Tencent Led In Exclusives
•Increase in number of daily actively viewed content – During the period of 01/01/2015-01/25/2015, the total number of daily actively viewed content was 54.5K or 1.7% Q/Q from 53.6K in 4Q14 (Figure 1). Of that, the number of actively viewed content titles on Youku Tudou’s platform was 20.3K, followed by LeTV at 11.0K, iQiyi/PPS at 8.9K, Tencent at 7.8K and Sohu at 6.6K during the period of 01/01/2015-01/25/2015 (Figure 1). ……
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