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1、YoukuTudou’smergeranalysis1.Asimplegreetingandexplainmyownviews2.Causeanalysis(1)Thevideoindustryishighlycompetitive,andonlytheirmergercanseekawayout(2)Domesticvideositesincrease,YoukuandTudougraduallylostcorecompetitiveness(3)Mergerstablesvideomarkettoresistthei
2、nvasionofrichsecondgeneration(4)Thetwogiantsofthevideoindustrymergertoreducecost(5)VideosearchengineSokurolewillshow3.Effectsanalysis(1)Marketshareislarger,increasecompetitiveness(2)Thecopyrightpurchasedpricewillbereduced(3)Increaseadvertisingrevenue,enhancebarga
3、iningpowerwithvendors4.Developmentproposals(1)Sharedresourcestoobtainacompetitiveadvantage(2)Establishanewculturalconcepttoseekjointdevelopmentofbothsides(3)Therearesomeproblemsshouldbenotedintheintegrationprocess5.SummaryFROM:XueChaolongTO:YoukuTudouIncSUBJECT:o
4、pinionsonYoukuTudou’smergerDearSir,I’mthestakeholderofYoukubefore,IwassurprisedtohearthenewsthatYoukuandTudouhadmerged,joiningtogethertobecometheleadingcompanyinChina’sonlinevideoindustry.Frommypointofview,thetwocompanies’mergerisagoodidea.Peopleoftensaythatnoper
5、manentenemiesandnopermanentfriends,inthemarketthatlikesabattlefieldwithoutsmokeofgunpowderisevenso,cooperationisthebestwaytodefeatacompetitor.YoukuandTudougiveusaverygoodinterpretation.Themergerwasanunexpectedthingbutimperativeforbothsides,YoukuandTudouwereknownf
6、ortheirintensebattles,bothontheWebsandinthecourtroom,whichmadethenewscometoosuddenly.Despitetheintensecompetition,therehasbeencooperation,mostnotablylastyear,whenthefirmsbegansharingcontenttofendoffrivals.Thatmoveledtospeculationofamergerand,morethanayearlater,th
7、atrumorsprovedtobecorrect.I’moptimisticaboutthemerger.Althoughtheirmergernowhasnocauseactualqualitativechange,butthetwosidestocooperatetobringthequantitative,andthequantitychangewillproduceaqualitativechange.OnMarch11th,YoukuandTudousignedthefinalagreementthatwil
8、lwiththe100%convertiblewaytomerge,thenewcompanycallsYoukuTudouInc.Tudouwillwithdrawfromthemarket.ThismarksChina'snetworkvideowebsitepatternisfacingthenewchange
