From the PC portal era in 2012, the news and information industry has entered a new era of intelligence based on 5G and the Internet of Things through mobile and video development. The information platform as a whole has over 600 million monthly active users, covering nearly 80% of mobile netizens.
Market status : The mobile Internet market has fully entered the stock era, and the user structure tends to be stable. In the field of news and information, MAU has reached 600 million. Today's Toutiao, Tencent News, and Sina News are the top three. More than 70% of new users flow to these three companies.
User activity : Comparing the MAU and country email list year-on-year changes of the news information market in 2020 and 2021Q1, Sina News has grown strongly, with a year-on-year growth of 60% in 2020. In 2021, it can still maintain a high level of growth in the industry, ranking third in the industry, surpassing Tencent News ranked second in the industry; Sohu News ranked first in the industry with year-on-year growth; Kandian Express and Qutoutiao MAU continued to decline.
User usage time : From 2016 to 2019, the number of monthly usage of mobile devices increased, but the usage time decreased significantly.
2021Q1 Today's Toutiao, Sina News, and Qutoutiao are all over 40 minutes, while Kandian Express, NetEase News, and Tencent News, which are ranked lower, are within 20 minutes. The year-on-year growth rate was relatively high, and the user usage time of Qutoutiao and Sohu News was shortened.
From what you care about is the headline → information creates value → see the bigger world.
When Toutiao changed slogan to "information creates value" in 2018, it explained that in promoting the efficient and accurate dissemination of information, the correct value orientation should be adhered to. In 2020, it was changed to "seeing a bigger world" to solve Information cocoon room problem.
The top recommendation algorithm in the industry. Toutiao is a recommendation engine product based on data mining. Through social behavior analysis, user interests are calculated in 5 seconds. Through user behavior analysis, user models are updated within 10 seconds after each user action (Baidu Encyclopedia).
Advertising revenue is high, and it is difficult to see exponential revenue growth again.
Supporting creators: In November 2020, Toutiao released the "Toutiao Expert Plan", which will provide personal brand services, traffic and cash support for 10,000 creators with professional backgrounds in the next year, aiming to increase the layout of vertical original content. As of December 2019, the total number of Toutiao accounts has exceeded 1.8 million, and an average of 600,000 pieces of content (official web