Comments on: Citi’s Mahaney: If Google Wants To Stay On Top, It Needs To Ramp Up Its Display Ad Revenues

By: dereen

dereen — Wed, 24 Dec 2008 13:24:03 +0000

By: 何砝 » Blog Archive » 视频网站结合电子商务，Google youtube试探“即点即购”模式

何砝 » Blog Archive » 视频网站结合电子商务，Google youtube试探“即点即购”模式 — Wed, 08 Oct 2008 16:09:32 +0000

[...] 月浏览量50 的Youtube网站，社会化媒体的明星，单靠展示广告难以完成花旗银行为其估计的在2009年实现5亿美元收入的预期。 [...]

By: Still Searching For A Video Business Model, Google Introduces The YouTubevertorial | kNow Media

Wed, 08 Oct 2008 13:15:59 +0000

[...] permisssion). In June, Citi analyst Mark Mahaney suggested that YouTube could grow to become a $500 million business by next year simply by pumping up its display ads. It is going to have trouble hitting that [...]

By: Still Searching For A Video Business Model, Google Introduces The YouTubevertorial

Wed, 08 Oct 2008 00:37:07 +0000

By: rss blog » Blog Archive » Can Hulu Be A Bigger Business Than YouTube?

rss blog » Blog Archive » Can Hulu Be A Bigger Business Than YouTube? — Tue, 02 Sep 2008 14:49:07 +0000

[...] worldwide this year and $350 million next year, Citi analyst Mark Mahaney thinks Google can make $500 million next year if it focuses more of its efforts on display [...]

By: Can Hulu Be A Bigger Business Than YouTube?

Can Hulu Be A Bigger Business Than YouTube? — Mon, 01 Sep 2008 07:06:45 +0000

[...] worldwide this year and $350 million next year, Citi analyst Mark Mahaney thinks Google can make $500 million next year if it focuses more of its efforts on display [...]

By: knows

knows — Sat, 30 Aug 2008 03:53:21 +0000

Mark Maheny – you are a complete and utter tool, thinking you’ve got it sussed where the little you say about a limited subject is narrow-minded, ill-informed, and just plain wrong.

By: » update market news XXII» Blog Archive » nugg.ad blog

» update market news XXII» Blog Archive » nugg.ad blog — Mon, 18 Aug 2008 06:28:35 +0000

[...] Google To Ramp Up Its Display Ad Revenues quickly to stay [...]

By: VideoEgg Launches New Video Ad Units. Maybe YouTube Should Pay Attention

VideoEgg Launches New Video Ad Units. Maybe YouTube Should Pay Attention — Wed, 09 Jul 2008 15:55:32 +0000

[...] looks like Citi analyst Mark Mahaney’s $500 million estimate for YouTube revenues in 2009 is going to be hard to reach. One way to quickly get there, though, [...]

By: George

George — Mon, 23 Jun 2008 16:28:17 +0000

Interesting analysis, YouTube definitely has a lot of upside (in the advertisement space). They tried the mid-roll advertisements, maybe pre-roll might work better. The problem with YouTube is that they have too many low-quality videos for which no one should get credit for, or money. Hulu, with significantly less views has a better business model by having high-quality videos that users don't mind watching an ad. Whoever finds a way to monetize social networks will hit the biggest jackpot we've ever seen!

By: O.S

O.S — Sun, 22 Jun 2008 09:39:39 +0000

That’s the stupidest fucking “advice” or prediction I’ve heard since Jesus wore shorts. What he doesn’t calculate is the mass emigration from the sites, which would be the result. Luke Stanly said it: giving people what they want is what Google understands best. And more ads it is not. That analyst is on crack. Fire him. Alternative cost…. ever heard of that??

By: Mark Mahaney

Mark Mahaney — Sun, 22 Jun 2008 05:12:20 +0000

Not sure the post here really captured our report correctly. But could be that our report wasn’t written well…

We were doing two things. 1) Reviewing what we considered the four key success factors for Net stocks — based on our active following of AOL, YHOO, EBAY, and AMZN over the last 11 years and applying those less/screens to GOOG; 2) Detailing what we viewed as the Display Advertising opportunity for Google.

We WEREN’T arguing that GOOG needed Display Advertising to stay on top. But we do view Display & Mobile Search as two of the most material new revenue opportunities for Google. We published a detailed report on Mobile Search back in November. With this report, we focused on Display Advertising, leading off with the crown jewel — YouTube.

As for platform shifts, we highlighted two in the report, including the move from PC to Network Applications (TKA Cloud computing). This is a clear positive shift for Google, given its core competency in running massive networks, etc…

As for MSFT-YHOO, yes, we got that wrong. Thought the odds were manageably low that both sides would act irrationally. Tho we never said 90%…

As for Kindle, way too early to know whether we got this right or wrong…

By: Oz Har Adir

Oz Har Adir — Sat, 21 Jun 2008 12:53:51 +0000

Given the fact that Adblock has been downloaded over 20M times and is growing in a pace of 683k downloads a week, I think that for a firm thinking of new ads direction – banner ads is not the right place to head.
Sure, it has money in it today, but it would divert them from finding a way to monetizing these services tomorrow – and this is the key question here.

I think the answer lies beyond search. It actually lies in offering paid services. Perhaps additional to the core free services (image search/youtube etc.)

By: PJ Brunet

PJ Brunet — Sat, 21 Jun 2008 03:24:31 +0000

Search is big, but the search for Spock is bigger.

By: TechCrunch Japanese アーカイブ » CitiのMahaney「Googleの首位堅持にはディスプレイ広告売上増が必須」

TechCrunch Japanese アーカイブ » CitiのMahaney「Googleの首位堅持にはディスプレイ広告売上増が必須」 — Sat, 21 Jun 2008 02:17:07 +0000

[...] [原文へ] [...]

By: Luke Stanley

Luke Stanley — Sat, 21 Jun 2008 01:40:19 +0000

Not a smart post. Google is quite good at creating value with innovation, I think that’s better than jamming in more ads. You know: making things people want.

There are actually a bunch of untapped billion dollar markets people haven’t thought much about yet.

I better keep my mouth shut. Contact me if you want to know more

By: Marky Mark

Marky Mark — Fri, 20 Jun 2008 23:03:14 +0000

Isn’t this the same analyst who predicting that there was a 90% chance that Microsoft would acquire Yahoo and that Amazon’s Kindle would be selling like hotcakes, creating a billion-dollar revenue stream in the process?

Why TC gives this guy any play is beyond me.

By: Furi

Furi — Fri, 20 Jun 2008 22:33:16 +0000

The next big thing for google is local advertising. The print yellow pages market is a $14B business. Who will be checking the YP books 10 years from now?

By: clint

clint — Fri, 20 Jun 2008 22:17:36 +0000

I don’t think google has Anything at all to worry about trust me.

http://www.crunchnow.com/

By: whoopie

whoopie — Fri, 20 Jun 2008 22:15:58 +0000

the biggest near-term issue for all the ad players is that recessions eat ad dollars first, even the long tail dedicated mostly to search advertising. why advertise to consumers who are broke? all the ad players are getting a haircut later this year

By: Canyon R

Canyon R — Fri, 20 Jun 2008 21:48:50 +0000

I agree with Robin. The argument seems to boil down to “Here are major shifts that other companies missed and google seems to be working on things for the next major shifts. Therefore they should do the thing everyone else tried and has been getting their butts kicked, by google.”

Simply Brilliant

By: Robin Barooah

Robin Barooah — Fri, 20 Jun 2008 21:14:10 +0000

Wow that seems twisted. Isn’t the fact that google was clean and function at a time when the competitors were “fully plastered with ads” one of google’s major advantages? How is adorning google with banners anything to do with anticipating a major shift in the marketplace – that spectre of fear is introduced but never connected to the rest of the argument. This looks like a FUD piece designed to undermine confidence in google’s stock price more than anything else.

By: free Movies

free Movies — Fri, 20 Jun 2008 21:12:52 +0000

ya i cant imaging Amazon $280 million estimate Cool