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Developments strategy and future challenges
of Youku Tudou Inc’s
Company basics
The two leading online video platform in China
A number two player in China’s online video market
Youku and Tudou outline vision for merged company
Our Industry
Product Development
Strong usage growth
Mobile business
Industry overview and competitive landscape
Online advertising market
Online video user base growth
Online video market growth
Strong usage growth
Mobile business
Competitive landscape
Industry ranking
Financial forecasts
An advertising centric business
Opportunity
Partnership with social platforms
Mobile video market
Risks and my opinion
The success of our business
Appendix
DATE: November 28,2012
FROM: Mo Xianteng
TO: The CEO Of The YouKu Tudou Inc’s
SUBJECT: Developments strategy and future challenges
of Youku Tudou Inc’s
Company basics
The two leading online videos platform in China
Tudou is a leading online video provider in China. The company provides a wide range of video contents through both PC and mobile platforms, allowing users to watch, upload, rate, comment and recommend videos. The website was launched as a user generated content (UGC) video platform in April 2005 and started to generate revenues by selling advertising slots in 2007. In 2008, the website expanded its video offering and began to integrate licensed premium contents, such as films and TV shows. By 2009, Tudou had begun to produce its own content, and to develop a focus on in-house broadcasting. Meanwhile, with robust mobile data growth and the rising popularity of smartphones, Tudou launched its mobile video platform through China Mobile in January 2010. Below we present a sample interface that a Tudou user would see while viewing a video.
Youku is offering 15,367,500 ADSs to be sold in the offering. Prior to this offering, there has been no public market for the ADSs or our shares. It is currently estimated that the initial public offering price per ADS will be between
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