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charlesarthur : xunlei   1

Xiaomi – hard life » Radio Free Mobile
Richard Windsor is a sceptic about the prospects of the venture capitalistis' starry-eyed kid:
<p>Xiaomi owns 30% of Xunlei and has incorporated its acceleration technology into its ecosystem from MIUI6 (2014) going forward. As a result of this, the performance of Xunlei’s advertising revenues gives some indication of how usage is faring within Xiaomi’s ecosystem and the numbers are not encouraging.

Xunlei’s Q4 2015A revenues declined 1.1% to US$35m however within that online advertising revenues were $1.7m growing 24% YoY with mobile advertising making a contribution for the first time.

Xiaomi claims to have 170m MIUI users all of which have the Xunlei technology but if Xunlei can only generate $1.7m from those users, difficult questions have to be asked with regards to engagement. This makes me concerned that although Xiaomi devices register strong usage, much of that usage may be occurring within the services of its rivals rather than its own…

…if all Xiaomi is doing is providing nicely specified devices at rock bottom prices then it is in fact helping its competitors rather than itself. This is exactly the same problem that other Android handset makers have outside of China. These handset makers slash each other’s throats to put better and better devices in the hands of users but it is Google that reaps all of the benefit from the subsequent usage increases.</p>
xiaomi  xunlei  android 
march 2016 by charlesarthur

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