So it is probably worth noting that Google’s non-text display advertising has an “annualized run rate” of $2.5 billion, while mobile business is on track to make $1 billion in revenue this year.
Thursday, October 14, 2010
Google making $1 billion a year from mobile
The thing about big companies is that any new proposed revenue stream has to be pretty big to get any interest.
Labels:
display advertising,
Google,
mobile
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Google Instant is about User Experience, Not Revenue, At This Point
Jonathan Rosenberg , SVP Product Management at Google, says that “from a revenue standpoint impact, Google Instant has been minimal.”
From a resource standpoint, it's more expensive. So why do it? People like it. That doesn't mean there is no revenue-related reason to do it. To the extent that it glues users to Google for search, it is worth it. If other revenue opportunities arise later, that's good. But right now, it might be more a cool feature than an immediate driver of revenue.
Labels:
Google Instant
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Verizon to Sell iPads, Packaged with a Mi-Fi
Verizon Wireless is going to start selling the Apple iPad. You might wonder what the angle is, and it is that the iPad will be bundled with a MiFi, giving Verizon Wireless a recurring revenue stream.
Labels:
iPad,
Verizon Wireless
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Google Sales Blow Past Expectations
Google posted double-digit jumps in sales and net income, as the company continued to benefit from a strong market for search ads.
Sales increased 20 percent to $5.48 billion, from $4.38 billion a year ago, while earnings per share increased to $7.64 from $5.89 during the same quarter in 2009.
On average, analysts had expected net revenue of $5.25 billion and earnings per share of $6.67, so Google easily beat expectations.
Indeed, Google’s earnings per share and sales figures were greater than even the most bullish analysts had expected.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Sprint Nextel Offers New Boost Mobile Loyalty Program
Sprint Nextel Corp. says it will reward customers loyal to its Boost Mobile prepaid brand by lowering their bills every six months.
The carrier will knock $5 off the $50 monthly price of its unlimited talk, text and Web plan after every six months of on- time payments, to drop the bill to as low as $35, says Bob Stohrer, Sprint’s prepaid marketing chief.
The carrier will knock $5 off the $50 monthly price of its unlimited talk, text and Web plan after every six months of on- time payments, to drop the bill to as low as $35, says Bob Stohrer, Sprint’s prepaid marketing chief.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
10% Reduction in U.S. Communications Investment Would Cost 300,000 Jobs, $100 Billion in Wages, Over 5 Years
The economic impact of Federal Communications Commission policies that depress capital investment in the U.S. telecom indusry by 10 percent would lead to job losses exceeding 300,000 over a five year period, a new economic analysis by the Phoenix Center for Advanced Legal and Economic Policy Studies estimates.
A 10-percent reduction in investment costs 130,000 information-sector jobs per year in the following five years, plus indirect jobs of about 198,000 over the same five-year period.
For each million dollars of investment, the Phoenix Center finds that 10 jobs are affected in the information sector and perhaps 24 jobs across the entire economy, about a 40-percent larger effect than found in most earlier studies.
Lost earnings over a five-year period for a 10-percent decline in investment could be $36 billion in the information sector and $100 billion for all affected jobs.
The study was conducted by T. Randolph Beard, Ph.D. Phoenix Center Senior Fellow and Auburn University Economics Professor, Phoenix Center Chief Economist Dr. George S. Ford and Phoenix Center Adjunct Fellow Professor Hyeongwoo Kim, of Auburn University.
read the study here
A 10-percent reduction in investment costs 130,000 information-sector jobs per year in the following five years, plus indirect jobs of about 198,000 over the same five-year period.
For each million dollars of investment, the Phoenix Center finds that 10 jobs are affected in the information sector and perhaps 24 jobs across the entire economy, about a 40-percent larger effect than found in most earlier studies.
Lost earnings over a five-year period for a 10-percent decline in investment could be $36 billion in the information sector and $100 billion for all affected jobs.
The study was conducted by T. Randolph Beard, Ph.D. Phoenix Center Senior Fellow and Auburn University Economics Professor, Phoenix Center Chief Economist Dr. George S. Ford and Phoenix Center Adjunct Fellow Professor Hyeongwoo Kim, of Auburn University.
read the study here
Labels:
FCC,
investment,
Phoenix Center
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Some at FCC Apparently Have a Thin Skin
I don't recall the last time an FCC staffer attacked a policy paper from the FCC's own official blog site.
Perhaps oddly, the post castigates the Phoenix Center for living in a "theoretical" world rather than the "real" world of communications policy.
If you are familiar with the work done at the Phoenix Center, you might be puzzled by that remark. The Phoenix Center's work always is grounded firmly in economic analysis.
"Our friends at the Phoenix Center might be well advised to descend from theory-world to look at the actual, concrete actions taken by this Commission over the last few months," says FCC staffer Paul deSa.
I suspect that is precisely the problem the Phoenix Center analysis of Title II regulation was meant to address.
You can read the full Phoenix Center analysis here http://www.phoenix-center.org/PolicyBulletin/PCPB25Final.pdf
You can see the FCC rant here
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Posts (Atom)
Will Generative AI Follow Development Path of the Internet?
In many ways, the development of the internet provides a model for understanding how artificial intelligence will develop and create value. ...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...