婆罗门
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战斗力 鹅
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注册时间 2007-4-27
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发表于 2014-3-26 12:51
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脸书关于收购Oculus的电话会议录音
https://soundcloud.com/highway62/internal-facebook-conference
Mark:
VR as the next big platform after pc, web, mobile.
Immersive gaming. Develop partnerships, expand plans, Oculus will continue to act independently.
After games. Virtual sports, virtual teacher, virtual doctor, virtual stores. -sharing experiences with friends
-Facebook goals:
connecting everyone - Free basic internet
understanding world - AI research. Build model of every person and thing are connected to each other. Shortterm - search/newsfeed.
building knowledge economy - developing next platform. advertising expansion.
Brenden:
New partnerships, develop core functionality, recruiting, marketing. Oculus can focus on solve problems and deliver VR. Better position to deliver platform to more people.
David: $2bn acquisition $400m cash 23m shares. $300m earnout if milestones reached.
Oculus no impact on Facebook revenues in short term.
Services: beyond games. Relevant to millions.
Whatsapp and oculus build out portfolios to be well positioned to create value for shareholders.
Question period:
Question 1: Investors: Many Big purchases recently. Any Datapoints/milestones outcomes from deals? How has instagram purchase played out?
David: grow networks, expand userbase. leading companies to continue their roadmaps while allowing facebook to help if necessary.
Mark: Instagram 20m users pre purchase, 100m goal. 200m users achieved. Instagram continues to operate independently. Whatsapp: massive userbase 1bn. Important due to size alone. Oculus: leader in next platform. attracts best developers as leader in industry.
Question 2: commercial applications of oculus?
Brenden: Started in gaming. Realized VR alot about gaming/entertainment, but also social experience. presence in a virtual space. face to face interactions. big impact on communication.
Question 3: Sony VR, microsoft product, concerns over upcoming technology. When does a headset launch?
Mark: Oculus way ahead. microsoft not even a demo. Talented people at oculus. For mobile users: 40% time spent on mobile gaming. 40% social communications, half of that facebook. Platforms must be fused. transcend console, into ubiquitous computing platform blending social and gaming. No eta on launch.
Question 4: buy vs build consideration. This seems very long term. Why not build it yourself?
Mark: we'd be behind, oculus has best people. We're looking for next big platform. They had options for who to work with. Each complemented each others goals.
David: 3 pillars guiding investment. shortterm, midterm, longterm returns. Selective in acquisitions.
Question 5: Is there more to do in acquisition or is product good to go? Valuation of acquisition.
Mark: rare companies. these acquisitions will be infrequent. Whatsapp reach makes it important (1bn). Oculus we can accelerate their growth in a future platform. Acquisitions will likely slow. Clearest current valuation: gaming alone justifies acquisition. Additionally, expansion into communications and entertainment.
Question 6: VR always been on horizon without major news (except gaming). Why now? Oculus business model eventually? Hardware? Advertising? Licensing?
Mark: Timing: low phone component prices repurposed for use in VR. Technology exists for rapidly responsive software.
Future: Gaming a start. Networks formed around gaming.. leads to communication. Viewing distant locations (virtual tourist attractions). 5+ year evolution.
Not hardware company. No profit off actual devices. Buying things in virtual spaces (profit from virtual storefronts). Possibly advertising down the line. Main goal currently: Develop product, affordible, ubiquitous, use facebook technologies to bring to market.
David: priority investing in platform to develop it. monetization opportunities come late. |
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