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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

Jeff Bezos

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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Monday, December 17th, 2012 news No Comments

Android Completely Owns The Chinese Smartphone Market

Source: https://intelligence.businessinsider.com/welcome

Android’s share of the Chinese smartphone market ended the third quarter at 90 percent.

According to Analysys International, Android’s share is up from 83 percent a quarter prior and 58 percent a year ago.

With the Chinese market now accounting for a quarter of global smartphone shipments, Android’s dominance there is driving its widening lead in global smartphone platform market share.

In China, Android’s gain has mostly come at the expense of Symbian, Nokia’s antiquated platform that will eventually disappear as Nokia shifts its product offerings on to Windows Phone.

Interestingly, despite its dominance, Google only offers limited support for Google Play in China and Android apps are usually downloaded in third-party app markets.

Apple, meanwhile, has never really gained traction after a weak market entry on only on! e of the country’s major providers. The iPhone 5 will be available on two carriers, but as of now will not be distributed by the largest carrier, China Mobile. Additionally, while many Chinese consumers may fawn over iPhones, they are simply out of reach financially for a substantial part of the market.        

china smartphone market share

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Friday, December 14th, 2012 news No Comments

Apple’s REAL Earnings Expectations (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-apples-real-earnings-expectations-2012-1

Apple consistently releases comically low guidance, then obliterates it. For the last six quarters, Apple has beaten its guided EPS by 38%, and revenue by 16%.

If the trend holds, Apple will report $12.86 in EPS, and $42.9 billion in revenue. That would blow away the Street’s expectation of $10.07 EPS, and $38.76 billion.

chart of the day, apple guidance vs. earnings eps, jan 23 2012

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Tuesday, January 24th, 2012 news No Comments

Do We Need An Apple TV? People Already LOVE Watching (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-do-we-need-an-apple-tv-people-already-love-watching-2012-1


It’s easy to assume that Apple is going to change the game when it launches a TV later this year.

But remember one thing: People already LOVE television.

Look how much they’re watching compared to doing other things, according to this chart posted by Peter Kafka at All Things D:

How much people watch TV

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Friday, January 13th, 2012 news No Comments

Hey Pal, You Screwed Yourself (GOOG)

Source: http://www.businessinsider.com/google-to-twitter-hey-pal-you-screwed-yourself-2012-1


Guy from ChicagoYesterday, Google announced a new, optional feature.

Users who turn the feature on will now see personalized search results that link to content from social networks.

Google called it “Search plus Your World.”

After the launch, Twitter complained, saying that Search plus Your World did not include content from Twitter.

Google responded:

We are a bit surprised by Twitter’s comments about Search plus Your World, because they chose not to renew their agreement with us last summer (http://goo.gl/chKwi), and since then we have observed their rel=nofollow instructions.

Translated into normal person English, Google is saying, “Hey Twitter, the only reason we didn’t include your content in Search plus Your World is because you asked us not to.”

Here’s what we think is going on: Google used to pay Twitter for “firehose” access to all the content on Twitter. It sounds like this summer, Google told Twitter that it would no longer like to pay for that access. Twitter – it seems – said OK, you can’t have access to that content anymore.

So who’s right and who’s wrong?

From Twitter’s perspective, you could argue that Google is trying to shake it down, telling Twitter: Give us your content for free or we’ll point all our users at Google+ instead of Twitter!

From Google’s perspective, you could argue that Twitter is trying to charge Google for access to content and complaining when Google said no thanks and made do without. If getting into “Search plus Your World” is so important to Twitter, maybe it shouldn’t charge Google for getting access to Twitter.

Danny Sullivan and MG Siegler are doing a great job covering this story.

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Wednesday, January 11th, 2012 news No Comments

Incredible Things That Happen Every 60 Seconds On The Internet

Source: http://www.businessinsider.com/incredible-things-that-happen-every-60-seconds-on-the-internet-2011-12


In a single minute there are over 695,000 status updates on Facebook. That’s just one example of the mind boggling scale of online activity.

The following infographics show a bunch of other incredible things that happen in 60 seconds (via Barry Ritholtz).

infographic

infographic

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Monday, December 26th, 2011 news No Comments

How Apple’s Magazine Subscription Plan Helped Sell More Copies Of Popular Science (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-ipad-subs-2011-12

We’re still in the early days of magazines on tablets, but this chart from Peter Kafka at All Things D showing sales of Popular Science’s iPad app looks pretty decent for publishers.

As you can see sales have been steadily climbing and got a nice boost when Apple introduced the “newsstand,” which makes it easier for users to subscribe to magazines.

chart of the day, cumulative subscription sales through itunes, dec 23 2011

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Sunday, December 25th, 2011 news No Comments

How The Official Facebook iPad App Affected The Third Party App Market, And Use On Safari

Source: http://www.businessinsider.com/chart-of-the-day-facebook-ipad-app-2011-12


Here’s a look at how the official Facebook app affected usage of third party apps, and Facebook on Safari from Onavo, which analyzes data usage for users. It conducted an anonymous study of several thousand Pad 3G users, logging both web and app usage.

As you can see, the third party app usage fell, but not nearly as much as the use of Safari, which was really demolished. Apparently, people don’t want to use the browser. They want native apps.

chart of the day, facebook for ipad usage, dec 22 2011

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Thursday, December 22nd, 2011 news No Comments

Facebook Owns 95% Of Social Networking Time

Source: http://www.businessinsider.com/chart-of-the-day-facebook-owns-95-of-social-networking-time-2011-12


Facebook accounts for 95% of social networking time on the web in the U.S. according to an analysis of comScore data provided to us by web publisher Ben Elowitz of Wetpaint.

(We would think this holds for mobile, but it’s possible Twitter has more of a hold there than on the desktop.)

Elowitz’s takeaway from the data: “There’s now no question that ‘social’ means ‘Facebook.'” And if you want to be in front of consumers, you have to figure out a way to be in their Facebook news feed.

This is important for Facebook, since it just announced plans to insert ads into users news feeds. If publishers agree with Elowitz, then it could be the big revenue generator Facebook needs to sustain itself for the next ten years.

chart of the day, minutes spent on social newtworking sites, dec 20 2011

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Tuesday, December 20th, 2011 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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