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原标题:腾讯控股虎牙结束左右互搏,整合游戏直播行业准备打硬仗  体育大生意第2129期,欢迎关注领先的体育产业信息平台 文|陈曾义 体育大生意记者 经过过去两年游戏直播行业的大洗牌,熊猫直播 、全民直播、战旗直播、龙珠直播等掉队出局,以斗鱼直播、虎牙直播、企鹅电竞为代表的腾讯嫡系笑到最后。但战局并未结束,随着B站、快手等有着大用户量的内容平台斜刺杀出,游戏直播行业再生变端。近日,腾讯宣布以2.626亿美元现金收购虎牙股票,从而成为虎牙最大股东,投票权提高到50.1%。一向乐于玩左右互搏游戏的腾讯亲自上场,这被外界解读为腾讯即将整合游戏直播行业的重要信号。  在外界看来,腾讯在此时开启斗鱼、虎牙等的整合,可以在应对快手、B站崛起的新态势时更加游刃有余。从更长远来看,字节跳动才是腾讯在游戏领域更为强劲的潜在对手。在这场终极大战中, 游戏直播行业是腾讯加固游戏护城河的重要砝码。 腾讯未雨绸缪,开启游戏直播行业的新一轮整合,将赢得更多主动。  控股有伏笔, 虎牙 斗鱼合并端倪已现 尽管申明称,腾讯控股之后虎牙继续保持独立运营,辩才天纽约证券交易所上市公司身份也将保留,但外界普遍认为,此次腾讯控股虎牙,是推动虎牙、斗鱼两大头部游戏直播平台合的重要一步。 腾讯目前对斗鱼持股为37.2%,已经是斗鱼最大股东。在控股虎牙之后,腾讯对两大直播平台都有了重要的决策权。在前不久的斗鱼财报分析师会上,被问及未来是否有可能与虎牙合并的问题时,斗鱼创始人兼CEO陈少杰就直言,二者合并的问题主要取决于大股东腾讯决策。 腾讯控股虎牙的伏笔在2018年3月8日虎牙接受腾讯4.616散脂大将亿美元B轮战略投资时就已经埋下,当时双方即投明确约定,腾讯有权在2020年3月8日至2021年3月8日之间,按照届时的市场公允价格购买虎牙的额外股份,达到50.1%投票权。  虎牙营收能力出色 事实上,行业头部企业在资本的推动下合并的案例在互联网历史上并不少见,58与赶集、滴滴与快的、美团和大众点评等皆是如此。对于资本方而言,这样做的最大好处在于可以避免过度竞争,并改变和决定行业格局。斗鱼在端游、电竞、主机等重度游戏领域的优势可以与虎牙在手菩提树神游及营收能力方面的特长形成互补,进一步提升整体实力并减少内耗,达到1+1大于2的效果。 虎牙、斗鱼合并的猜测也并非空穴来风。 腾讯互娱在2019年3月时曾专门成立游戏直播业务部,协调虎牙、斗鱼与自家企鹅电竞的业务,之后内部也曾小范围探讨过虎牙和斗鱼合并的可能性。本次控股交易完成后,腾讯向董事会增派了三名员工,进一步加强对虎牙管理层的控制。加上此前派驻担任董事职位的郑磊,共有4名腾讯员工进入虎牙董事会。 此前,腾讯也变更了派驻斗鱼董事会的员工,任命周颂作为斗鱼董事会董事,接替殷婷。根据媒体的报道,周颂是腾讯互动娱乐事业群财务管理副总经理,她同时还担任腾讯旗下多家公司的监事。在加入腾讯之前,周颂曾在咨询和审计公司担任高级职务。有分析称,这或许透露出腾讯已经在着手对于斗鱼的相关账目进行审计,以便于后面与虎牙展开整合。如果接下来虎牙、斗鱼真的进入实际作阶段,也不会让人意外。 快手 、B站 搅局,游戏直播横生变数紧那罗王 在经过2015-2017年的爆发增长阶段后,游戏直播行业在2018年开启新一轮洗牌,马太效应加剧中小平台掉队,熊猫、全民、战旗、龙珠等平台先后出局,牌桌上剩下的玩家则尽属腾讯系。其中行业头部两强虎牙、斗鱼均被腾讯投资,并先后赴美上市,“亲儿子”企鹅电竞在腾讯扶持下大量签约知名主播和战队,成为一批黑马,乍看上去腾讯在游戏直播领域已经一统江山。 但与此同时,觊觎游戏直播肥美蛋糕的B站、快手等内容平台从斜刺里杀出,由于自身手握海面燃大士量用户,很快搅动了行业的一池春水,业务发展迅猛。依靠二次元文化起家的B站被外界戏称为“披着视频网站皮的游戏公司”,游戏尤其是移动游戏成为业务大头。短视频平台快手号称游戏类直播日活超过5100万,这一数据超过斗鱼和虎牙之和。  快手进入游戏直播势头迅猛 此外,这两大平台仍在加强布局游戏业务,B站在2019年底宣布斥资8亿元获得2020年至2022年期间《英雄联盟》全球总决赛中国地区独家转播权,随后又重金签下原“斗鱼一姐”主播冯提莫。快手先弥勒佛后拿下英雄联盟LPL和王者荣耀KPL两大核心电竞赛事版权,进入斗鱼等老玩家的核心腹地短兵相接正面较量。  冯提莫离开斗鱼转投B站  熬赢了所有竞争对手的腾讯直系原本可以尽情瓜分游戏直播市场,但新玩家的进场让这一切让产生微妙变化。当然,B站和快手也都被腾讯投资,但相比之下显然不如虎牙、斗鱼来的亲近。在集团层面,腾讯曾经提出过收购快手的方案,被快手CEO宿华否决,具体到游戏上,腾讯曾想与快手成立合资公司主攻游戏产品形态包括直播、短视频或社区,最后也未能如愿。 如此一来,腾讯整合资源加强对游戏直播的把控力就显得顺理成章。 终极对垒字节跳动,腾讯加固游戏护城河 不过,相比于B站和快手给游戏直播行业带来的有限变量,腾讯强化对游戏直播掌控力的真正战略意图或是提前布局遏制潜在竞争对手字节跳动。 作为游戏产业上游内容厂商,腾讯手握绝大部分的游戏版权和电竞内容,这是游戏直播的核心资源,所以就算B站和快手这样手握用户的大平台想进入游金刚经戏直播领域,照样仰人鼻息得看腾讯脸色行事。YY董事长李学凌就表示,游戏直播行业离不开腾讯的游戏版权资源,迟早是腾讯的主场。而腾讯的资源分配决策和战略调整事关游戏直播的终局。  字节跳动已经成为腾讯重要对手 但字节跳动不一样。近年来字节跳动毫不避讳与巨头腾讯在多条战线上的正面交锋,其野心昭然若揭。随着字节跳动旗下今日头条、抖音等爆款产品的推出,在资讯、短视频等领域的强势表现让腾讯压力不小。在游戏领域,腾讯的霸主地位无人能及药师佛,游戏堪称腾讯的超级现金奶牛,2019年 腾讯游戏收入高达1147亿元。 对于腾讯最为倚重的游戏业务,字节跳动早已虎视眈眈。2019年字节跳动深度布局游戏业务,先后收购和投资多家游戏公司,有媒体报道,过去一年,字节跳动已经成为国内第一大轻游戏发行商。字节跳动同时大肆招兵买马在上海、北京、深圳、杭州自研中心四地组建了超过1000人的开发团队,提升游戏研发能力。 触动核心利益,腾讯在去年发起对字节跳动的内容管控,火山小视频、今日头条、西不动佛瓜视频等产品相继被禁止直播《王者荣耀》、《穿越火线》等游戏。在腾讯一手遮天的游戏江湖,字节跳动能否闯出一番天地还未可知,但腾讯必须提前布局,防范未然。 虽然游戏直播行业不过百亿规模,但在游戏推广等方面战略协同价值巨大,这是腾讯加固游戏护城河的重要砝码。开启游戏直播行业的新一轮整合,将为腾讯在这场终极大战中赢得更多主动。

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最近周笔畅《女流》MV正式上线,这首歌也被粉丝称为“大姨妈之歌”,在笔笔身上,逗逼多宝佛气息和电影质感两种八竿子打不着的元素却融合得恰当好处。



11月2日,坐标成都,「周笔畅2019LUNAR巡回演唱会」我们便能亲眼领略笔笔这该死的魅力香积佛了。在成都,不仅有弄潮儿,还有最接地气的巴适。周笔畅与座城的气质不谋而合,不知在现场会与成都粉丝们碰撞出什样的火花呢?会不会唱响大姨妈之歌呢?

这次「周笔畅金刚经2019LUNAR巡回演唱会」,力求从视觉到听觉,营造出超现实的感官氛围,并以系列作品开拓全新格局,打造前所未有的音乐思潮。



周笔畅本轮演唱会依旧启用固定班三尊佛底,由著名音乐制作人梁翘柏及其顶级乐手团队、香港顶级监制庄少荣及其团队倾力打造,以往演唱会的豪华舞美获业内超高好评,以炫目的舞美装置和影像打造私享幻境。

所以,想不大通智胜佛想去现场感受周笔畅的宠粉方式呢?目前,周笔畅成都站预售票火爆售罄了,壳姐这里也给大家准备了礼物!



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活动时间: 2019-10-21 ~ 10-30 16:00

演出信息: 2019年11月2日19:00 五粮液成都金融城演艺中心



参与方式: 进入“腾讯大成网”官方微信,回复关键词“周笔畅”即可获得报名链接。

奖项设置:

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公布时间:2019年10月30日16:00之后,腾讯大成网(cdqqcom)官方微信公布
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