🥊Business Model: PDD VS BILI🥊
So let's look at PDD's & BILI's business model together🕵🏻♀️🕵🏻♂️
(1) PDD is 🇨🇳 's 3rd-largest e-commerce company after BABA & JD.
⭐️ It initially differentiated itself by selling discount products in lower-tier cities, & it encouraged shoppers to team up to score even steeper discounts on bulk purchases.
⭐️ Subsequently, it started to sell fresh produce🍅🥦🌽🫐🍇 at competitive prices by facilitating farm-to-table purchases, skipping over middleman retailers.
⭐️⭐️ PDD’s status as an underdog in the Chinese e-commerce market has largely shielded it from the antitrust scrutiny that has throttled BABA’s growth over the past 2 years. PDD has also even likely benefited from the draconian restrictions against BABA.
(2) BILI’s streaming video platform hosts a wide range of licensed & user-created content.
⭐️ It's a popular destination of ACG (anime, comics, and gaming) content, & it operates on a freemium model: Free users can watch ad-supported content, while its paid users gain access to ad-free streams & unlock additional content.
⭐️ It also publishes video games, hosts digital comics online, & operates an e-commerce marketplace (which is integrated into BABA’s Taobao) for tie-in merchandise.
⭐️⭐️ BILI’s popularity among Gen Z users enabled its streaming video platform to continue to gain new advertisers & flourish in the shadow of larger premium platforms like Tencent Video & $iQiyi Inc.(IQ)$ Its gaming business (26% of its revenue last quarter) also continued growing -even as Chinese regulators implemented tighter playtime restrictions for minors & limited their approvals of new video game licenses.
Would you choose BILI or PDD based on their business model fellow🐯🐯🐯❓Or wouldyou still choose BABA & JD despite their smaller rebound than BILI & PDD❓Do share your reasons for choosing❣️
@TigerStars @CaptainTiger @MillionaireTiger @Daily_Discussion (9/12)
Modify on 2022-12-10 09:24
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- b1uesky·2022-12-10TOP$Bilibili Inc.(BILI)$ I think maybe license issues and censorship problems. while $Pinduoduo Inc.(PDD)$ is having China huge market, she needs to have setup more diverse her market shares and invest on more genuine items. There are quite of fake false items in electronic app.31Report
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