exchange
Amazon Launches An Ad Exchange To Rival Facebook And Google (FB, GOOG, AMZN)
Source: http://www.businessinsider.com/amazon-launches-an-ad-exchange-to-rival-facebook-and-google-2012-12
Amazon has created a real-time bidding ad exchange, according to Adweek, putting it in a head-to-head battle with Facebook and Google for so called retargeting dollars.
Here’s how it will work: If you’re browsing on Amazon but decide not to buy that DVD of “Star Wars,” Amazon will drop a tracking cookie on your browser. When you go elsewhere in Amazon’s exchange network — which includes Amazon, IMDb, DPReview, and various ad exchanges and publishers that Amazon has a relationship with — you might see an ad pop up offering you another chance to buy “Star Wars.”
It’s pretty much exactly what Facebook has done with its FBX RTB exchange. Some analysts believe that Facebook may be able to generate $1 billion a year from FBX.
The advantage Amazon will have, however, is that it can use its vast trove of shopping data to target users with ads based on their purchase histories. Neither Facebook nor Google (which also does RTB retargeting via DoubleClick) can do that. Adweek says:
The self-serve RTB platform would hypothetically function similarly to Facebook’s Ads Manager in terms of how buyers could target their ads. Sources said Amazon is extremely protective of its data and wary of providing outside access, so like Facebook, Amazon’s platform would enable buyers to create targeting segments such as “men; aged 25-34; in Califo! rnia; in terested in high-definition TVs; who have purchased how-to books and home improvement tools.” But Amazon is not about to hand over its customer’s names or individual buying histories.
The three giants — Amazon, Facebook and Google — now face off in RTB like this:
Amazon: Owns the best database of actual shopping history and purchases. This type of data is like gold for advertisers. Clients have long awaited the day when “the sleeping giant,” as it is known in the ad biz, finally wakes up to advertisers. That day has dawned, it seems.
Facebook: Owns the best database of personal information about consumers. 1 billion users strong, with all their interests and friends, it’s terrifically useful stuff for marketers.
Google: Has traditionally dominated the “purchase intent” sector of the category. When people search for “Star Wars DVD” online, that’s a pretty good indicator they want to buy said movie. Google has been serving ads (and retargeting ads) against such requests for years. But its data on shoppers and their histories has never been as good as Amazon’s or Facebook’s.
Disclosure: The author owns Facebook and Google stock.
SEE ALSO: ANALYST: Facebook Is Generating $1 Billion A Year From Its Ad Exchange
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Another Super Bearish Facebook Analyst Has Changed His Mind (FB)
Source: http://www.businessinsider.com/another-super-bearish-facebook-analyst-has-changed-his-mind-2012-11
Facebook has managed to get two bearish analysts to change their mind.
Carlos Kirjner at Bernstein Research and Rich Greenfield at BTIG have both upgraded the stock this morning. We’ve written up Greenfield’s note here, if you want to read it. (In short, he thinks Facebook’s plan to stuff ads in the mobile news feed is going help it beat Q4 estimates.)
As for Kirjner, he’s rating the stock “outperform,” and has a $33 price target.
Here’s why in a nutshell:
We think consensus is underestimating Facebook’s revenue growth potential over the next 12-24 months. We think Facebook is on path to beat consensus revenues over the next 12-24 months, delivering $6,976 million in 2013, 9% higher than consensus’ $6,388 million, and $8,650 million in 2014, or 7% higher than consensus’ $8,078 million. Further monetization of (mobile) Newsfeed inventory will be the main driver of growth, as we believe that for the next 18-24 months Facebook probably can increase the number of ad impressions per user per day with limited chance of seeing material deterioration in user experience. We also believe that at this point and for the near-to-medium term, its revenue growth trajectory will be the main driver of Facebook’s stock performance. In addition to mobile, further monetization of the PC Newsfeed and the positive impact of the Facebook Exchange on right-hand-side column CPMs will help drive growth.
Beyond this, Kirjner believes Facebook’s social advertising initiatives can work:
Social, new businesses opportunities and the platform remain options fo! r furthe r upside for the next two years and beyond. The successful monetization of Newsfeed inventory and introduction of the Facebook Exchange have given Facebook an 18-24 month runway to develop new revenue streams from new formats (e.g., gifts), to work with advertisers and third parties such as Datalogix and Nielsen to improve (online brand) advertising ROI and its measurement, which would enhance its long-term pricing, and to continue pushing adoption of social across the Web with its platform play, based on Facebook Connect and the Open Graph Protocol. In other words, we still think of Facebook as a distinctive display advertising business, but mobile and the exchange make it better and larger, and extend the time horizon Facebook has to realize the potential of new business opportunities and of social advertising.
The bottom line here is that Facebook has shown it’s willing to build a big business, something analysts didn’t think would happen. And now they’re upgrading the stock. They are still cautious about how it all plays out, but overall there is reason to be positive about the stock for the first time since it became publicly traded.
Don’t Miss: Facebook’s IPO Was One Of The Biggest Tech Flops Of The Year
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Here’s The Staggering Number of Ads Facebook Serves On Its Exchange Every Day (FB)
Source: http://www.businessinsider.com/the-size-of-fbx-facebooks-ad-exchange-2012-11
Appnexus, the online ad marketplace intermediary, hosted an annual summit in New York yesterday and disclosed some interesting metrics about the size of its business as it relates to Facebook.
The company is one of let slip that Facebook Exchange — the real-time bidding ad exchange in which advertisers are allowed to match their cookies to a Facebook cookie in order to retarget shoppers inside Facebook — now serves a staggering 7 billion ad impressions daily. According to AdExchanger:
AppNexus is quickly ramping up on the Facebook Exchange, where it is one of approximately 15 real-time bidding partners. It now has exposure to 7 billion daily impressions on FBX, up from zero in July — a large and important new inventory source.
We recently told you that FBX has “quadrupled” the size of the RTB market, and that Facebook believes the total ad exchange opportunity could be as big as $2 billion annually.
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Facebook’s New Ad Exchange Has ‘Quadrupled’ The Market; Performs ‘Better Than Google’ (FB)
It’s been hard to gauge how big Facebook’s new real-time bidding platform for advertisers, Facebook Exchange, has become since it was launched in June, but global sales chief Carolyn Everson let slip just how big it could be in a recent conversation with Adweek and Group M digital chief Rob Norman.
First Norman said he believed FBX had “quadrupled” the size of the available market for advertisers who wanted to place ads based on real-time bidding in exchanges:
We love it. We absolutely love it. Massive, massive, massive increase in the amount of exchange traded media. We think it’s probably quadrupled the market in terms of availability of total impressions.
Then Everson said FBX was performing better than Google’s ad exchange:
So we are very excited about Facebook Exchange. We’re excited about the results that we’ve seen. Our performance so far in the Exchange is doing better than the Google Exchange, and Triggit and others have all spoken up on our behalf.
The caveat here, of course, is that quadrupling the supply of available ad inventory isn’t the same as quadrupling the demand for it. And the performance evidence from the demand-side platform companies who have been placing ads inside FBX, like Triggit, is so far only anecdotal. Those buyers say clients can get 16X ROI inside FBX. (Notably, FBX was not mentioned in Facebook’s recent 10-Q.)
Nonetheless, it’s yet another breadcrumb on the trail toward Facebook’s claim that it is on the way to gathering a new $2 billion ad marketplace.
Disclosure: The author owns Facebook stock.
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Google Plans To Kill Its Popular Postini Spam Filtering Service (GOOG, MSFT)
Google will soon be turning off its popular spam filtering and e-mail archiving product, Postini. It will shift Postini users to Google Apps.
At last count, Google had over 26 million Postini users, many of them at enterprises. They use this cloud service to filter e-mail for viruses and spam. Postini currently works with Microsoft Exchange and Lotus Notes, so Gmail isn’t required.
Starting this fall, Google will be telling customers that they have to switch.
Apps is Google’s cloud office suite that includes email, calendars and documents. Google has integrated Postini’s security features into Apps. Google promises that Postini customers who sign on for Apps will still be able to use it with Exchange and Lotus Notes. Naturally, they’ll also get Gmail thrown into the mix.
If customers don’t want Apps, “your Postini service will terminate at your contract end date,” Google says.
The first set of customers that will be asked to switch are those renewal dates of November 1, 2012. Customers with renewal dates between mid-August and October 31, 2012 will get a chance to keep the service a little while longer, until Google makes the full transition sometime in 2013. Google hasn’t announced exactly when that will happen.
This is a pretty good way to grab enterpris! e custom ers for Google Apps, instead of letting them move to Microsoft’s competing Office 365. Microsoft has vowed to really push Office 365 in the coming months to compete with Google Apps.
Don’t miss: The 20 Most Valuable Enterprise Tech Companies In The World
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The Cost Of Supporting Nokia
Source: https://intelligence.businessinsider.com/welcome
Microsoft is paying Nokia a steep price to push Windows Phone 8.
This chart shows trailing 4 quarter profits for Microsoft’s Entertainment & Devices group, which includes smartphones and the Xbox. (Using T4 smooths the profit spikes that happen every holiday season, which is the second quarter of Microsoft’s fiscal year.)
After years of losses, the E&D group was consistently in the black. In the 2010 holiday season (Q2’11) Microsoft introduced Kinect, driving profits even higher.
But a year later, Microsoft began paying Nokia $250 million every quarter for carrying Windows Phone 8. In exchange, Nokia pays Microsoft a license fee (estimated at under $20) for every Windows Phone it sells. (The arrangement between the two has other elements as well, like technology sharing.)
Unfortunately, Nokia’s flagship Windows Phone, the Lumia 900, is selling poorly. So poorly, in fact, that the company just cut its price in half.
So Nokia helped send the E&D back into the red — it’s lost more than $200 million in each of the last two quarters. If Windows Phone sales don’t pick up, E&D will turn into a consistent money loser again.
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The SEC Is Looking Closely At Groupon, Says Report (GRPN)
Source: http://www.businessinsider.com/uh-oh-the-sec-is-looking-closely-at-groupon-says-report-2012-4
The Securities and Exchange Commission is looking into why Groupon revised its first quarterly earnings report as a public company, according to a report in the Wall Street Journal.
Groupon made the revision on Friday after market close, when the company discovered that a higher number of customers than usual returned their coupons unused in January, says the report. The revision increased Groupon’s loss by $22.6 million.
Groupon’s stock plunged almost 17% today.
The Journal reports that the company’s chief accounting officer Joe Del Preto discovered that the number of refunds in January was higher than all of Groupon’s models had predicted.
According to the Journal, Groupon did not have enough money in its reserves to cover the refunds.
The SEC has not launched a formal investigation, says the report. Groupon’s top execs have reportedly examined the situation and are confident that only certain types of coupons are being returned.
So this could all blow over and turn out to be no big deal. But drawing the attention of the SEC is never a good thing. Especially when Groupon had to amend its IPO filing twice after the SEC complained.
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See Also:
- Groupon’s Andrew Mason: We Were ‘Toughened Up’ By Quiet Period
- Groupon Eyes Foursquare Territory And Acquires Location Database Startup, Hyperpublic
- San Francisco Puts Hackers To Work Fixing The Horribly Broken Taxi System
Samsung spinning off LCD business
Source: http://www.engadget.com/2012/02/20/samsung-spinning-off-lcd-business/
When the Korea Exchange asked Sammy about rumors of an impending spin-off of its LCD business, the firm said it was a move it was considering. Well, consider it done — today Samsung announced it would be launching Samsung Display on April 1st, 2012 with $6.6 billion in its coffers. The move is still waiting for shareholder approval, but Donggun Park, executive vice president of Samsung’s LCD business, seems optimistic. “The spin-off will allow us to make quicker business decisions and respond to our clients’ needs more swiftly.” This decision comes just months after Sammy agreed to take Sony’s stake in S-LCD, turning the former display partnership into a fully owned subsidiary. Hit the break for the official (machine translated) press release.
Continue reading Samsung spinning off LCD business
Samsung spinning off LCD business originally appeared on Engadget on Mon, 20 Feb 2012 01:53:00 EDT. Please see our terms for use of feeds.
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