21 九 Towards , Momo ( NASDAQ:MOMO ) established the acquisition away from 100% of offers away from Tantan for approximately You$700 billion
For example a good rates in fact suggests MOMO's dedication to develop the latest social network industry and stay next Chinese providers tycoon. But not, try Tantan, whose complete-seasons web funds are lower than 5% of MOMO's, well worth twice as MOMO's FY17 websites money?
I) MAU and you will Mobile Analysis Added
Tantan's MAU broke owing to 10 mil for the . Since then, it's been hovering as much as 20 billion. Just after MOMO's acquisition during the , the latest MAU keeps stabilized at over 20 mil. At the same time, a development of subsequent improve is seen on the graph below.
Based on MOMO Ceo Yan Tang, the consumer categories of Tantan and you can MOMO don’t overlap much. If this is real, Tantan can also be in fact give a considerable MAU addition to MOMO. For this reason, the challenge will then be how to change Tantan's MAU to MOMO's.
Tantan's DAU cannot improve to the MAU, however. This basically means, Tantan's associate stickiness was decreasing. Even though the refuse can be a bit small, it really can not be noticed a great sign.
The nature regarding relationships with strangers constraints affiliate storage and stickiness, and you can low-level of associate stickiness restrictions the degree of cellular investigation they can attract. It remains to be seen simply how much mobile analysis Tantan can give MOMO.
II) Revenue Extra
Tantan yields funds courtesy repaid registration features. Currently, there can be one particular subscription, which has a fee structure that's split into step 3 layers, CNY?a dozen per month, CNY?30 for every single quarter and you may CNY?98 a-year. The study shows that what number of men users so you can women pages is all about 59.5 to help you forty.5, as well as the proportion out of full repaid pages to help you total energetic pages can be as pursue:
Just in case membership fee try CNY?10 four weeks, Tantan's complete cash for try projected at CNY?twenty-seven million (US$cuatro.dos million), plus the estimated yearly funds is around You$50 million.