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不正当竞争、618大促“落榜”,搜狗下坡弯道翻车路在何方?

2019-7-3 18:27| 发布者: admin| 查看: 1730| 评论: 211

据北京海淀法院网站消息,627日,北京海淀法院对奇虎公司、百度公司,以及动景公司和神马公司因搜狗输入法通过搜索候选词为搜狗搜索导流量分别起诉搜狗公司等不正当竞争纠纷三案集中宣判,认定搜狗公司构成不正当竞争,应停止不正当竞争行为,分别为三案原告公开消除影响,向奇虎公司、百度公司各赔偿经济损失500万元等,向动景公司和神马公司共赔偿2000余万元,累计赔偿高达3000万元。

而在刚刚过去的618年中大促,各大品牌使出浑身解数力图吸引消费者注意,并纷纷以促销手段来扩大品牌声势。但当厂商们与消费者都沉浸在购物狂欢的氛围里时,门可罗雀的搜狗显得有点格格不入。根据京东电脑数码排行榜显示,在智能机器人、儿童电话手表以及翻译三大品类中,搜狗旗下的AI产品都没能够进入销量前五。

人工智能作为搜狗的新派业务,王小川曾多次表示要重视产品的应用和商业化落地。早在2016联盟峰会上,王小川便将“自然语言处理和自然交互”赋予为搜狗的人工智能核心,他想让搜狗借助语音切入硬件领域。今年年初,王小川还曾表示能够落地的人工智能应用在未来是非常有生命力的,期待人工智能与医疗的结合。但纵观618战绩,搜狗并未如王小川所期待的那样实现人工智能商业化落地。在其竞争对手榜上有名,喜获消费者认可时,搜狗人工智能产品在此次618大促中却集体“落榜”。

据搜狗2019Q1财报披露,搜狗智能硬件等相关业务营收下滑幅度高达34%,其儿童、翻译、语音等硬件产品销量均出现大幅下滑。不仅如此,在AI研发投入上搜狗也似乎有些力不从心,Q1季度费用为4100万美元,同比下降12%。人工智能产业亦是一分耕耘一分收获,如此看来王小川在2018年的乌镇互联网峰会上所发表的我们即便投入没有对手多,也比他们跑得快的言论似乎难以令人信服。

同时笔者还注意到,搜狗第一季度总营收为2.53亿美元,同比上涨1.895%,环比下跌15.144%。本季度净亏损390万美元,2018年同期净利润为1530万美元,在公司业绩上由盈转亏。未到寒冬,但搜狗已经遇到了今年的第一场雪。

回想起搜狗上市前,王小川曾提出“输入法→浏览器→搜索”三级火箭战略,在PC端得到验证的模式,在移动端并不能奏效。想要继续挽留住市场资本的信心,搜狗还需要寻找忽悠投资者的新剧本。只不过,现阶段的搜狗显得有些没了章法。

就在不久前,搜狗在极客公园 Rebuild 2019 科技商业峰会发布的AI变声技术遭到网友们的质疑。忽视了AI变声技术背后隐藏的安全问题,没有经过测试把控的前提下就面向全民开放使用,折射出了搜狗的经营策略已经开始“变质”。

更令人大跌眼镜的是,搜狗在年初还低调上线了一款借贷产品“搜狗借钱”,用户只需要点击搜狗输入法键盘中的“钱包”板块,便会直接跳转至“搜狗借钱”。经历过了“一点借钱”、“一点分期”,三度“试水”现金贷业务的搜狗依然没有放弃这场变现自救行动。

缺少切入场景,单纯依搜狗靠输入法背后的庞大活跃用户为流量,再加之被爆出监管不当、暴力催收等问题,搜狗金融业务成为了用户们投诉的重点对象。与此同时资本市场的态度同样不容乐观。就在628日, JP Morgan搜狗评级从中性下调为减持。

笔者深谙商场如战场的道理,更知在全球经济竞争加剧的情况下,不少企业都如履薄冰。还是希望当前命途多舛的境遇可以给搜狗敲响警钟,放下“投入少、跑的快”的幻想,以货真价实的技术来寻求流量变现,脚踏实地做好产品。


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