TikTok & ByteDance Report

Matthew Brennan Uncategorized

Today we are releasing a new report “Understanding TikTok & ByteDance.” A deep dive taking you behind the scenes at TikTok’s Chinese parent company ByteDance. Direct download links for the whitepaper PDF [47 slides, 6 MB] (China) Weiyun(International) Dropbox Alternative access: Slideshare Over 47 slides we cover all you need to know about the company behind TikTok and it’s rapid …

Mobile-first e-commerce for the next billion [webinar]

Matthew Brennan Uncategorized

As a follow-up to the recently released whitepaper “Defining Interactive E-commerce”, this webinar will delve deeper into the topic of making ecommerce more accessible. What can we learn from the interactive ecommerce model to help onboard the next billion mobile e-commerce users across developing markets? The paper’s authors along with a special guest will be elaborating upon their findings and …

Defining interactive e-commerce

Matthew Brennan Uncategorized

Today we are releasing a whitepaper “Defining interactive e-commerce”. “Interactive e-commerce” describes a new model of mobile-first ecommerce arising from China over the past few years where “social” is but one element. Direct download links for the whitepaper PDF [53 slides, 5.81 MB] (China) Weiyun(International) Dropbox Alternative access: Slideshare The case study used throughout the paper is Pinduoduo. The inspiration …

ByteDance Hires Disney’s Kevin Mayer: Analysis

Matthew Brennan Uncategorized

How would you describe (Bytedance CEO Zhang) Yiming’s hiring process? “He’s very persistent, aggressive and persistent!” Was the reply (source) of Liu Zhen, former head of strategy for Uber China and current Bytedance VP reflecting on how Zhang Yiming convinced her to join Bytedance in 2015. As the big news broke yesterday of Bytedance’s hire of Disney executive Kevin Mayer …

“We’ve Invested in 160 Unicorns” Tencent President Talks Investment 2020

Matthew Brennan Uncategorized

“To date, Tencent has invested in more than 800 companies, of which more than 70 have been listed, and more than 160 have become unicorns (market or private valuation of US $1 billion+).” Tencent Investment held its annual IF (Insight & Forecast) conference in Beijing earlier this month. Tencent President Martin Lau shared his thoughts with the more than 500 …

122 Unicorns: Tencent President Talks Investment

Matthew Brennan Tencent

Below is my abridged translation of a short speech given by Tencent president Martin Lau at the Tencent Investment’s ‘Insight & Forecast Conference’ held in Beijing. The speech not only reveals some very impressive statistics on Tencent’s investment track record it also gives some insight into the organization’s overall investment philosophy. Finally, it provides some color regarding the wider market …

WeChat Stories: Everything you need to know

Matthew Brennan Uncategorized

Full-screen short video Snapchat/Instagram style stories have finally made it to WeChat. In this article, I’m going to cover the update in two separate parts: A breakdown of how the new feature actually works An analysis of the implications for Tencent You may wish to skip either part depending on what you are interested in. You can see from the update …

Notes From Tencent’s Annual Staff Meeting

Matthew Brennan Tencent

Tencent’s annual internal staff meeting was held in Shenzhen on Thursday, Dec 13th. Below are my translated notes of the key points covered in the speeches given by the C level executive team including CEO Pony Ma, President Martin Lau, COO Mark Ren and a rare presentation from the “Father of WeChat” Allen Zhang. SVP: Allen Zhang Allen only does two speeches …

How To Get A Copy Of Your Personal WeChat Data

Matthew Brennan WeChat Tips

This article is essentially a how-to guide for requesting Tencent to send you a copy of your personal WeChat data. This set of data includes your account information, moments posts, favorites files, contacts data, geo-location and login records. For most users this won’t be so easy, but it is possible, we’ve tested it. Background What makes this possible is that Tencent must meet GDPR (General Data Protection Regulation) requirements …

Tencent Releases Cloud Revenue For First Time

Matthew Brennan Tencent

For the first time ever Tencent’s 2018 Q3 earnings call let us know how much they earn from cloud services. It was certainly more than I or many others expected. “2018 Q1-Q3 cloud services revenue was 6 billion+ RMB (0.86 billion USD) , more than doubling YoY. Paying customers grew at a triple-digit rate YoY.” That puts Tencent’s cloud revenue at …

A Deep Dive Into Tencent’s Restructuring: The Struggle to Master B2B

Matthew Brennan Tencent

A few days ago Tencent officially announced a major restructuring (Link in Chinese), the third ever in company history. The move is a big deal for the Chinese internet industry as the repositioning of Tencent’s divisions reveals much about their long strategy and where they believe the future key internet and technology sector battles will take place. In this essay …