Shulou(Shulou.com)11/24 Report--

According to the news on November 29, Alibaba Pictures released the results for the 23rd half of 2022. As of September 30, 2022, Alibaba Pictures achieved a revenue of 1.829 billion yuan, an increase of 35% over the same period last year. After adjustment, EBITA turned a loss into a profit of 149 million yuan.

According to the results announcement, thanks to the continuous increase and precise control of high-quality content, Alibaba Pictures's content revenue during the reporting period was 1.04 billion yuan, an increase of 85% over the same period last year; revenue from technology, IP derivatives and commercialization business was the same as the same period last year, at 566 million yuan and 223 million yuan respectively.

In the first half of 2022x23, in the face of the complex and ever-changing market environment brought about by repeated epidemics, Alibaba Pictures adheres to the two-wheel drive strategy of "technology plus content" and is determined to invest in high-quality content and technology with core value. continue to promote the diversified development of business structure, constantly optimize operational efficiency, and promote the steady development of business.

In the field of content business, thanks to the forward-looking layout of the content track and steadily improved production and development capabilities, during the reporting period, Alibaba Pictures produced and distributed 18 films, contributing more than 7 billion yuan at the box office. Among them, "Walking the Moon alone", "Life events" and "Detective War" respectively ranked in the top three at the box office of domestic films in the same period. At the same time, Friends of the week, which may be produced by Ali Pictures, won the top spot at the box office on the first day of the 2022 Youth Spring film, and the New God list: Yang Kui, produced by Mini Universe Co., Ltd., created a new visual experience in Guoman. Won the first place at the box office of the 2022 summer animation film. In the aspect of the series, through the mode of operating the studio, we establish a close relationship with the platform, screenwriters and partners, and continue to create high-quality content in the production industrialization. Among them, the youth competitive drama "Hot Road" created by Dunqi Studio topped the Douyin hot daily crown for 20 days in a row, while the suspense drama "the Gate of Rebirth" won the weekly hot title of Youku for four consecutive weeks with a market share of nearly 11%. In addition, Zhejiang Satellite TV, a self-made drama "their names" created by pickup Studio, has the highest audience rating of more than 1.8%, winning the title of Lighting feature Film broadcast Market share week for two consecutive weeks.

At the same time, movies and dramas are rich in content and have a variety of themes. In terms of movies, many films that embody the values of "small potatoes, true heroes, great feelings, and positive energy", such as "keeping you safe", "wandering Earth 2", "Exchange of Life" and "Dragon Horse Spirit", will be released according to market conditions; in terms of dramas, home-made dramas such as "Surgical Studio", "Fast Life" and "the Fifth Family get Rich" will also be released to the audience one after another.

In the field of science and technology business, Taopaipiao and barley further optimized the membership system of "Taomai VIP". During the reporting period, the membership size of Taomai VIP has exceeded 10 million, and the number of high-quality and high-sticky users continues to grow. Scarce rights and interests and personalized services such as ticket discount, fast track and star meetings have been recognized by consumers.

At the same time, Ali Pictures has also increased investment in science and technology. Xuanfa platform "Lighthouse", marketing design "dark horse" and content marketing organization "Taoxiu Guangying" form a complete closed loop, which provides case-wide marketing services through underlying prediction logic and business models. During the reporting period, it has successively provided exclusive planning, live broadcast and content marketing services for many film and drama projects, such as "walking alone on the moon" and "still think you are the best". In addition, during the reporting period, Yunshang producers persisted in promoting the industrialization and upgrading of film and television production, escorting more than 200 pan-cultural and entertainment projects, such as dramas, films, anime, variety shows, short plays, documentaries and so on. Yunshang on-site management system is also put into operation to help the crew control the content quality at the shooting site and improve the efficiency of on-site coordination.

In the field of derivative and commercial business of IP, Alibaba Pictures continues to enhance its emotional connection with consumers with the content of film and drama ensemble as the carrier. The Group's tide play brand Koi Nachi (KOITAKE) will have its own IP "Moon White", "Jelly-Comedy Man", "YOKUKU" and "Lone Moon", "incense like shavings", "this!" It is the combination of movies and dramas such as "Street Dance" to create trendy play products with different styles, which not only highlights the character's personality but also restores the film and television drama title scene. In addition, Koi Nachi also cooperates with studio artists to exclusively launch "Spice Princess-Dunhuang Jiyue Series" and "Kayla X-insane asylum Series", which not only enrich the content types, but also meet the needs of different user groups.

In addition, Alibaba Pictures also insists on exploring high-quality IP, so that IP can be seen by the market, so that businesses benefit from IP, and consumers are satisfied with product innovation. During the reporting period, Alibaba Pictures reached an agreement with Sanliu to obtain exclusive licenses for 26 images, including Hello Kitty, Melody and Gemini, to manufacture and sell goods on Chinese mainland for a period of five years. At the same time, by creating cross-category specialty products and seasonal innovative products, the transaction volume of Tmall's model game category increased by 29% compared with the same period last year.

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