l*****n
发帖数: 1679 | 1 请问facebook靠什么赚钱？广告吗？她的主要盈利方式是什么？
谢谢 |
i****n
发帖数: 13151 | |
s****y
发帖数: 682 | |
s********n
发帖数: 1962 | 4 记住俺的话：Facebook 上市定在多少钱并不重要，你就跟着买进就可以了。
Stock is not all about value.
【在 s****y 的大作中提到】
: 靠吹泡泡
|
s********u
发帖数: 1054 | 5 短期之内我比较相信FACEBOOK 会涨。(这个短期可能长达1，2年。)长期恐怕还是要回归价值
【在 s********n 的大作中提到】
: 记住俺的话：Facebook 上市定在多少钱并不重要，你就跟着买进就可以了。
: Stock is not all about value.
|
w*******o
发帖数: 6125 | 6 其实我觉得"投资"有个误区就是言必称巴菲特，
然后都是只找Dividend高的,value型的股票来搞，
而抵触成长型的股票
我相信可口可乐放在巴菲特那个年代也是属于
Growth型的，要不然他财富增长怎么这么快，
但现在这个年代如果你还因为巴菲特选了可口可乐你
就选，完全是可舟求剑。
Value型的就未必没有风险，比如几年前如果选C,
Growth型的未必风险就大，比如最近几年的GOOG,AMZN,AAPL.
//投资也好，投机也好，要与时俱进。
回归价值
【在 s********u 的大作中提到】
: 短期之内我比较相信FACEBOOK 会涨。(这个短期可能长达1，2年。)长期恐怕还是要回归价值
|
s********u
发帖数: 1054 | 7 我个人认为不论VALUE还是GROWTH， 还是得买自己看得懂的。老巴买可口可乐
前后合计了好几年，应该是确信赚大钱以后才出的手。 我现在对 FACEBOOK
50B的定价看不懂。这个数字大概是全美国一年啤酒销售额的一半。估计
FACEBOOK上市以后还会被大家追捧。 一般人连这个价格都买不到。
另外我的原则之一是不买IPO的股票。所以不会无脑跟别人去买FACEBOOK。
【在 w*******o 的大作中提到】
: 其实我觉得"投资"有个误区就是言必称巴菲特，
: 然后都是只找Dividend高的,value型的股票来搞，
: 而抵触成长型的股票
: 我相信可口可乐放在巴菲特那个年代也是属于
: Growth型的，要不然他财富增长怎么这么快，
: 但现在这个年代如果你还因为巴菲特选了可口可乐你
: 就选，完全是可舟求剑。
: Value型的就未必没有风险，比如几年前如果选C,
: Growth型的未必风险就大，比如最近几年的GOOG,AMZN,AAPL.
: //投资也好，投机也好，要与时俱进。
|
w*******o
发帖数: 6125 | 8 看得懂和看不懂其实是相对的，比如我现在就非常看好
Mobile Computing,相信这是一个大Trend,所以现在Hold
的股票有几个都是相关的，其实我也不知道自己是否看懂了，
因为我自己不是搞这个的，但从return来看，so far so good.
但是像生物股我就绝对不会去碰，因为我是完全看不懂。
的定价看不懂。这个数字大概是全美国一年啤酒销售额的一半。另外我的原则之一是不
买IPO的股票。所以不会无脑跟别人去买FACEBOOK。
【在 s********u 的大作中提到】
: 我个人认为不论VALUE还是GROWTH， 还是得买自己看得懂的。老巴买可口可乐
: 前后合计了好几年，应该是确信赚大钱以后才出的手。 我现在对 FACEBOOK
: 50B的定价看不懂。这个数字大概是全美国一年啤酒销售额的一半。估计
: FACEBOOK上市以后还会被大家追捧。 一般人连这个价格都买不到。
: 另外我的原则之一是不买IPO的股票。所以不会无脑跟别人去买FACEBOOK。
|
s**********n
发帖数: 868 | 9 老巴的value显然不是value stock vs growth stock这种定义的value，
与他所推崇的通过分析公司长期价值的investment相对立的是通过分析news flow,
human psychology, technical trend之类的其他方法。有极好的竞争优势行业前景而
且不用很多capex就能迅速扩张的公司就算PE是30也可以是很有价值的business。
这个跟所谓value stock vs growth stock根本不是一回事儿，如果按这个value vs
growth来分类的话，那么老巴historically基本上是一个growth investor，有人分析
过的。
【在 w*******o 的大作中提到】
: 其实我觉得"投资"有个误区就是言必称巴菲特，
: 然后都是只找Dividend高的,value型的股票来搞，
: 而抵触成长型的股票
: 我相信可口可乐放在巴菲特那个年代也是属于
: Growth型的，要不然他财富增长怎么这么快，
: 但现在这个年代如果你还因为巴菲特选了可口可乐你
: 就选，完全是可舟求剑。
: Value型的就未必没有风险，比如几年前如果选C,
: Growth型的未必风险就大，比如最近几年的GOOG,AMZN,AAPL.
: //投资也好，投机也好，要与时俱进。
|
h****h
发帖数: 1168 | 10 facebook is the young guys' dating site,
so money is nothing for them as long as it's fun & cool.
not like walmart, every penny is hardearned money.
【在 s********n 的大作中提到】
: 记住俺的话：Facebook 上市定在多少钱并不重要，你就跟着买进就可以了。
: Stock is not all about value.
|
|
|
s********u
发帖数: 1054 | 11 very good comments
【在 s**********n 的大作中提到】
: 老巴的value显然不是value stock vs growth stock这种定义的value，
: 与他所推崇的通过分析公司长期价值的investment相对立的是通过分析news flow,
: human psychology, technical trend之类的其他方法。有极好的竞争优势行业前景而
: 且不用很多capex就能迅速扩张的公司就算PE是30也可以是很有价值的business。
: 这个跟所谓value stock vs growth stock根本不是一回事儿，如果按这个value vs
: growth来分类的话，那么老巴historically基本上是一个growth investor，有人分析
: 过的。
|
w*******o
发帖数: 6125 | 12 有点拗口，我觉得你这里面有两个概念混淆了，
一个是分析方法，"老巴的value模型" vs TA,Psychology A,news A,Whatever A
一个是投资对象，可口可乐 vs AAPL
如果你说从他的投资对象看，历史上都是Growth Investors
这个跟他使用何种分析方法去决定投资,逻辑上关系并不大.
这个Thread所讨论的是投资对象: FACEBOOK,是否值得投的问题
【在 s**********n 的大作中提到】
: 老巴的value显然不是value stock vs growth stock这种定义的value，
: 与他所推崇的通过分析公司长期价值的investment相对立的是通过分析news flow,
: human psychology, technical trend之类的其他方法。有极好的竞争优势行业前景而
: 且不用很多capex就能迅速扩张的公司就算PE是30也可以是很有价值的business。
: 这个跟所谓value stock vs growth stock根本不是一回事儿，如果按这个value vs
: growth来分类的话，那么老巴historically基本上是一个growth investor，有人分析
: 过的。
|
w*******o
发帖数: 6125 | 13 回到这个话题本身，我觉得如果说你看不懂facebook，
或者说现在没有任何数据可以分析facebook的话，
可以去研究一下腾讯(0700.HK)，只要能够掌握用户忠诚度，
赢利其实会跟随而至，这个跟dotCom bubble那时候不一样 |
s********n
发帖数: 1962 | 14 Facebook is not just young guys' dating site.
You are left behind. The world is different now.
【在 h****h 的大作中提到】
: facebook is the young guys' dating site,
: so money is nothing for them as long as it's fun & cool.
: not like walmart, every penny is hardearned money.
|
h*******y
发帖数: 864 | 15 Facebook doesn't need ads on its own website to make money. The beauty of
the facebook business is that it can make money from ads on other people's
websites.
Google's search ads model is going to be replaced by the behavior target ads
model, because the latter is more effective. The advertiser can know more
about its customer and tailor its display/media ads better by understanding
the customer entire online behavior rather than just a single search text.
And by being the most popular website in the world where people spent most
of their time on, facebook is sitting on a gold mine.
Google is a $200B business just for search ads. Even though at the moment
the display/media ads market is smaller than that of search ads, $50B isn't
a hefty price tag given facebook's near-monopoly in social networking (
anyone still uses myspace?)
The interesting question isn't why facebook is worth so much, but why Google
didn't buy Facebook? Couple of years ago, when Yahoo was offered to by
Google for $1B which it rejected, but later saw its directory/display ads
model disrupted by Google's search ads model. And Google, claiming itself to
be attracting the smartest people around the world with its benefits and
perks, too failed to buy facebook when it was offered for sale at $2B.
So that lies the danger of investing in facebook. However successful they
are at the moment, the success often creates blind-spots that allow the
competition to disrupt it from an entire different direction. Of course,
there is still hopes for Google. They should use their close political ties
to block the entire facebook model citing user's privacy concerns. It would
be an uphill legal battle (given the amount of businesses that might be
impacted by it), but it nevertheless is an important battle that Google
should take. But I am sure that Google won't take on that battle because it
is too busy counting its dime and nickels earned from using user's privacy
data.
【在 l*****n 的大作中提到】
: 请问facebook靠什么赚钱？广告吗？她的主要盈利方式是什么？
: 谢谢
|
D*******a
发帖数: 3688 | 16 The enterprise is not only valued by what it can do today, but also its
potential. Today facebook may only generate revenue by ads. With 500m sticky
users and counting, even sky may not be the limit. That's why it can
command a high valuation.
ads
understanding
【在 h*******y 的大作中提到】
: Facebook doesn't need ads on its own website to make money. The beauty of
: the facebook business is that it can make money from ads on other people's
: websites.
: Google's search ads model is going to be replaced by the behavior target ads
: model, because the latter is more effective. The advertiser can know more
: about its customer and tailor its display/media ads better by understanding
: the customer entire online behavior rather than just a single search text.
: And by being the most popular website in the world where people spent most
: of their time on, facebook is sitting on a gold mine.
: Google is a $200B business just for search ads. Even though at the moment
|
p********r
发帖数: 1980 | 17 This is called hype in my opinion. AT&T has over 200M subscribers, but do
you buy your grocery from AT&T? (From that line of thought, Verizon actually
is starting to offer home security service. Who in their right mind buys it
from Verizon rather than ADT, etc that are specialized in home security?)
In fact, a better example is that 700 Million sticky viewers watched World
Cup Final last year. I guess you are willing to pay $100B to buy FIFA?
sticky
【在 D*******a 的大作中提到】
: The enterprise is not only valued by what it can do today, but also its
: potential. Today facebook may only generate revenue by ads. With 500m sticky
: users and counting, even sky may not be the limit. That's why it can
: command a high valuation.
:
: ads
: understanding
|
D*******a
发帖数: 3688 | 18 i don't understand what you mean by grocery. do you buy grocery from MSFT,
GOOG, AAPL, etc?
actually
it
【在 p********r 的大作中提到】
: This is called hype in my opinion. AT&T has over 200M subscribers, but do
: you buy your grocery from AT&T? (From that line of thought, Verizon actually
: is starting to offer home security service. Who in their right mind buys it
: from Verizon rather than ADT, etc that are specialized in home security?)
: In fact, a better example is that 700 Million sticky viewers watched World
: Cup Final last year. I guess you are willing to pay $100B to buy FIFA?
:
: sticky
|
p********r
发帖数: 1980 | 19 I meant you can not hype the company's worth just by the amount of its users
. UNLESS it has a specific busienss model to profit from these users, it
means NOTHING.
【在 D*******a 的大作中提到】
: i don't understand what you mean by grocery. do you buy grocery from MSFT,
: GOOG, AAPL, etc?
:
: actually
: it
|
a*****n
发帖数: 5158 | 20 重要的是
这些user转投对手的难易
att的那些user想转tmobile不是小菜?
users
【在 p********r 的大作中提到】
: I meant you can not hype the company's worth just by the amount of its users
: . UNLESS it has a specific busienss model to profit from these users, it
: means NOTHING.
|
|
|
w*******o
发帖数: 6125 | 21 中国IT界里面有一句话叫"防火，防盗，防腾讯"
仔细了解以下，你就知道为什么了.
users
【在 p********r 的大作中提到】
: I meant you can not hype the company's worth just by the amount of its users
: . UNLESS it has a specific busienss model to profit from these users, it
: means NOTHING.
|
D*******a
发帖数: 3688 | 22 I won't worry about that. the difficult part is to accumulate 500m users.
getting business models is easier. think about QQ.
users
【在 p********r 的大作中提到】
: I meant you can not hype the company's worth just by the amount of its users
: . UNLESS it has a specific busienss model to profit from these users, it
: means NOTHING.
|
h****h
发帖数: 1168 | 23 why facebook earn money from other's ad? by referral? come on!
ads
understanding
【在 h*******y 的大作中提到】
: Facebook doesn't need ads on its own website to make money. The beauty of
: the facebook business is that it can make money from ads on other people's
: websites.
: Google's search ads model is going to be replaced by the behavior target ads
: model, because the latter is more effective. The advertiser can know more
: about its customer and tailor its display/media ads better by understanding
: the customer entire online behavior rather than just a single search text.
: And by being the most popular website in the world where people spent most
: of their time on, facebook is sitting on a gold mine.
: Google is a $200B business just for search ads. Even though at the moment
|
t***s
发帖数: 4666 | 24 if you are signed in with fb, when you visit some other websites, they
know exactly who you are and what you like, thanks to the data supplied
by fb. they can serve ads based on that and fb gets a cut.
【在 h****h 的大作中提到】
: why facebook earn money from other's ad? by referral? come on!
:
: ads
: understanding
|
l******n
发帖数: 641 | 25 behavior targeting has a big issue, it can not scale.
only display ads will scale.
plus it will be a joke if fb show major rev from selling cookies..
instead of ads itself.
【在 t***s 的大作中提到】
: if you are signed in with fb, when you visit some other websites, they
: know exactly who you are and what you like, thanks to the data supplied
: by fb. they can serve ads based on that and fb gets a cut.
|
s********i
发帖数: 17328 | 26 i don't think QQ is good example. for example, none of US wireless
carrier's dare to send ad text messages to its wireless customers. In
china, you get everything. If it is easy for facebook to make money, it
should already show up. Just like google ad. Is it there from the
beginning? What's facebook's business model? I don't know either.
users.
【在 D*******a 的大作中提到】
: I won't worry about that. the difficult part is to accumulate 500m users.
: getting business models is easier. think about QQ.
:
: users
|
s********i
发帖数: 17328 | 27 does facebook have people's real profile?
【在 t***s 的大作中提到】
: if you are signed in with fb, when you visit some other websites, they
: know exactly who you are and what you like, thanks to the data supplied
: by fb. they can serve ads based on that and fb gets a cut.
|
s********n
发帖数: 1962 | 28 I would say that's the most beautiful part -- Facebook has people's
real profile.
Yes, people can put fake profile on facebook. But not many people do
so because once you are connected with your friends and other people
who know you, it's not only non-sense but also damaging for yourself
to keep fake info in your own profile.
Facebook is not like mitbbs. I am sure not many people on mitbbs want
others know their real identities. But on facebook, it's all about
your real life.
【在 s********i 的大作中提到】
: does facebook have people's real profile?
|
D*******a
发帖数: 3688 | 29 but you cannot denine QQ's ability to generate revenue, and that ability
builds on top of its user base.
【在 s********i 的大作中提到】
: i don't think QQ is good example. for example, none of US wireless
: carrier's dare to send ad text messages to its wireless customers. In
: china, you get everything. If it is easy for facebook to make money, it
: should already show up. Just like google ad. Is it there from the
: beginning? What's facebook's business model? I don't know either.
:
: users.
|
g*****g
发帖数: 34805 | 30 Royal user base is huge money. QQ is a good example. And for people
don't believe facebook can be easily profitable in many ways, think
the profiting model of top companies.
LinkedIn is profitable professional networks, facebook can do whatever
LinkedIn does.
Dating sites like eHarmony claims to be very profitable, facebook can
do that too.
Google gets most of its revenue on text ads by search/user analysis,
facebook can do it too.
eBay, don't you think it will be safer to buy used items from real people,
facebook has the potential to do that.
Amazon, how about a facebook market.
Yahoo, of course graphis ads can be an option for facebook.
Gaming, playing with buddies, exactly what you want to do.
Groupon, don't you try to do group purchase with your friends?
Sky is the only limit for facebook.
【在 D*******a 的大作中提到】
: but you cannot denine QQ's ability to generate revenue, and that ability
: builds on top of its user base.
|
|
|
D*****I
发帖数: 8268 | 31 haha, US wireless carrier dare not to send text message to customer because
they charge money for receiving sms. You got used to email ads, right?
because sending and receiving emails are free.
do you see the side bar of the facebook homepage, that's the business model.
【在 s********i 的大作中提到】
: i don't think QQ is good example. for example, none of US wireless
: carrier's dare to send ad text messages to its wireless customers. In
: china, you get everything. If it is easy for facebook to make money, it
: should already show up. Just like google ad. Is it there from the
: beginning? What's facebook's business model? I don't know either.
:
: users.
|
a**r
发帖数: 661 | 32 when you say you can do everything, many people will think you can
do nothing.
【在 g*****g 的大作中提到】
: Royal user base is huge money. QQ is a good example. And for people
: don't believe facebook can be easily profitable in many ways, think
: the profiting model of top companies.
: LinkedIn is profitable professional networks, facebook can do whatever
: LinkedIn does.
: Dating sites like eHarmony claims to be very profitable, facebook can
: do that too.
: Google gets most of its revenue on text ads by search/user analysis,
: facebook can do it too.
: eBay, don't you think it will be safer to buy used items from real people,
|
a**e
发帖数: 5794 | 33 已经price in了。
【在 g*****g 的大作中提到】
: Royal user base is huge money. QQ is a good example. And for people
: don't believe facebook can be easily profitable in many ways, think
: the profiting model of top companies.
: LinkedIn is profitable professional networks, facebook can do whatever
: LinkedIn does.
: Dating sites like eHarmony claims to be very profitable, facebook can
: do that too.
: Google gets most of its revenue on text ads by search/user analysis,
: facebook can do it too.
: eBay, don't you think it will be safer to buy used items from real people,
|
s********n
发帖数: 1962 | 34 As I said, just buy at whatever IPO price, forget about the value.
【在 a**e 的大作中提到】
: 已经price in了。
|
D*******a
发帖数: 3688 | 35 facebook can sell facebook points for cash.
【在 g*****g 的大作中提到】
: Royal user base is huge money. QQ is a good example. And for people
: don't believe facebook can be easily profitable in many ways, think
: the profiting model of top companies.
: LinkedIn is profitable professional networks, facebook can do whatever
: LinkedIn does.
: Dating sites like eHarmony claims to be very profitable, facebook can
: do that too.
: Google gets most of its revenue on text ads by search/user analysis,
: facebook can do it too.
: eBay, don't you think it will be safer to buy used items from real people,
|
D*******a
发帖数: 3688 | 36 Looks like the money printing press is started:
http://games.slashdot.org/story/11/01/25/0547222/Facebook-To-Ma
【在 D*******a 的大作中提到】
: facebook can sell facebook points for cash.
|
f**********8
发帖数: 2276 | 37 同意
去年年初的时候预感到baidu会大涨，但是因为很不喜欢这个公司，所以没买他家股票
，失策呀
【在 s********n 的大作中提到】
: 记住俺的话：Facebook 上市定在多少钱并不重要，你就跟着买进就可以了。
: Stock is not all about value.
|
f*****b
发帖数: 1649 | 38 我觉得facebook就是新时代的Enron
其基本用户群是口袋很浅的年轻人和中年大妈 （有稳定收入的中产没几个有时间整天
玩这个的）
广告收入也不会大到可以决定现金流的地步
靠raise fund也只是短期行为
所以IPO对脸书是非常关键的一步，所有的市场炒作都是为了这个目的来的
从两三年的长远来说，脸书一定是想把自己搞成too big to fail的GM那一类，不求盈
利，只求有足够影响力（用户，政府），能左右政策和市场，这样的话高增长神话撑不
住了可以有纳税人来扛。
我随便说说，别太当真。
【在 l*****n 的大作中提到】
: 请问facebook靠什么赚钱？广告吗？她的主要盈利方式是什么？
: 谢谢
|
s********n
发帖数: 1962 | 39 把 Facebook 和 GM 比太不合适了吧？Facebook 一共才不到两千号人，GM 养着
一个产业链全算上还不得上百万人。不是一码事啊。
Facebook 的用户群不是你说得那么简单。你不用可不代表别人不用。广告收入
也不能小瞧。大部分媒体产业说到底不都是主要靠广告收入么。
【在 f*****b 的大作中提到】
: 我觉得facebook就是新时代的Enron
: 其基本用户群是口袋很浅的年轻人和中年大妈 （有稳定收入的中产没几个有时间整天
: 玩这个的）
: 广告收入也不会大到可以决定现金流的地步
: 靠raise fund也只是短期行为
: 所以IPO对脸书是非常关键的一步，所有的市场炒作都是为了这个目的来的
: 从两三年的长远来说，脸书一定是想把自己搞成too big to fail的GM那一类，不求盈
: 利，只求有足够影响力（用户，政府），能左右政策和市场，这样的话高增长神话撑不
: 住了可以有纳税人来扛。
: 我随便说说，别太当真。
|
a*****n
发帖数: 5158 | 40 我想你当时怎么也不会相信google会靠search ad赚大钱，反正我是不相信 (有谁会去点
广告啊),现在不得不信
google能做的fb也能
【在 f*****b 的大作中提到】
: 我觉得facebook就是新时代的Enron
: 其基本用户群是口袋很浅的年轻人和中年大妈 （有稳定收入的中产没几个有时间整天
: 玩这个的）
: 广告收入也不会大到可以决定现金流的地步
: 靠raise fund也只是短期行为
: 所以IPO对脸书是非常关键的一步，所有的市场炒作都是为了这个目的来的
: 从两三年的长远来说，脸书一定是想把自己搞成too big to fail的GM那一类，不求盈
: 利，只求有足够影响力（用户，政府），能左右政策和市场，这样的话高增长神话撑不
: 住了可以有纳税人来扛。
: 我随便说说，别太当真。
|
|
|
i****n
发帖数: 13151 | 41
去点
google现在是产品营销了，表面看，一提到google大家想到的都是搜索
google靠搜索起家，靠搜索出名，靠搜索吸引客户
其实google有很多手段应用盈利产品，这是大家只记得搜索了
搜索只是一个平台一个跳板
【在 a*****n 的大作中提到】
: 我想你当时怎么也不会相信google会靠search ad赚大钱，反正我是不相信 (有谁会去点
: 广告啊),现在不得不信
: google能做的fb也能
|
a*****n
发帖数: 5158 | 42
没看最近的报表，google的ad revenue好象不少
【在 i****n 的大作中提到】
:
: 去点
: google现在是产品营销了，表面看，一提到google大家想到的都是搜索
: google靠搜索起家，靠搜索出名，靠搜索吸引客户
: 其实google有很多手段应用盈利产品，这是大家只记得搜索了
: 搜索只是一个平台一个跳板
|
a*****n
发帖数: 5158 | 43 Q4 Financial Highlights
Revenues Google reported revenues of $8.44 billion in the fourth
quarter of 2010, representing a 26% increase over fourth quarter 2009
revenues of $6.67 billion. Google reports its revenues, consistent
with GAAP, on a gross basis without deducting TAC.
Google Sites Revenues - Google-owned sites generated revenues of $5.67
billion, or 67% of total revenues, in the fourth quarter of 2010. This
represents a 28% increase over fourth quarter 2009 revenues of $4.42
billion.
Google Network Revenues - Google's partner sites generated revenues,
through AdSense programs, of $2.50 billion, or 30% of total revenues, in
the fourth quarter of 2010. This represents a 22% increase from
fourth quarter 2009 network revenues of $2.04 billion.
International Revenues - Revenues from outside of the United States
totaled $4.38 billion, representing 52% of total revenues in the
fourth quarter of 2010, compared to 52% in the third quarter of 2010 and
53% in the fourth quarter of 2009. Excluding gains related to our
foreign exchange risk management program, had foreign exchange rates
remained constant from the third quarter of 2010 through the fourth
quarter of 2010, our revenues in the fourth quarter of 2010 would have
been $201 million lower. Excluding gains related to our foreign exchange
risk management program, had foreign exchange rates remained constant
from the fourth quarter of 2009 through the fourth quarter of 2010,
our revenues in the fourth quarter of 2010 would have been $132
million higher.
Revenues from the United Kingdom totaled $878 million, representing
10% of revenues in the fourth quarter of 2010, compared to 12% in the
fourth quarter of 2009.
In the fourth quarter of 2010, we recognized a benefit of $25 million to
revenues through our foreign exchange risk management program, compared
to $8 million in the fourth quarter of 2009.
Paid Clicks Aggregate paid clicks, which include clicks related to ads
served on Google sites and the sites of our AdSense partners, increased
approximately 18% over the fourth quarter of 2009 and increased
approximately 11% over the third quarter of 2010.
Cost-Per-Click Average cost-per-click, which includes clicks related
to ads served on Google sites and the sites of our AdSense partners,
increased approximately 5% over the fourth quarter of 2009 and increased
approximately 4% over the third quarter of 2010.
【在 a*****n 的大作中提到】
:
: 没看最近的报表，google的ad revenue好象不少
|
g*****g
发帖数: 34805 | 44 Google绝大部分的收入来自于广告。Google不做硬件，也不做收费软件，
收入还能从哪里来？
【在 i****n 的大作中提到】
:
: 去点
: google现在是产品营销了，表面看，一提到google大家想到的都是搜索
: google靠搜索起家，靠搜索出名，靠搜索吸引客户
: 其实google有很多手段应用盈利产品，这是大家只记得搜索了
: 搜索只是一个平台一个跳板
|
a**e
发帖数: 5794 | 45 Google能从Android上赚钱吧。
【在 g*****g 的大作中提到】
: Google绝大部分的收入来自于广告。Google不做硬件，也不做收费软件，
: 收入还能从哪里来？
|
a*****n
发帖数: 5158 | 46 还不够投入的
【在 a**e 的大作中提到】
: Google能从Android上赚钱吧。
|
D******y
发帖数: 3780 | 47 Google sells search appliances, also sells software as service. you can
argue those are not main income of Google. it is true though.
【在 g*****g 的大作中提到】
: Google绝大部分的收入来自于广告。Google不做硬件，也不做收费软件，
: 收入还能从哪里来？
|
i****n
发帖数: 13151 | 48
bingo
【在 D******y 的大作中提到】
: Google sells search appliances, also sells software as service. you can
: argue those are not main income of Google. it is true though.
|
s**p
发帖数: 518 | 49 为啥要放真实的profile?俺就放的假的。除了一个名字是真的，连照片都不是俺的，但
这照样没有影响到长期没联系的朋友找到俺。但是公司们以为这就是俺的profiel，嘿
嘿。有小孩子的大多都是把it当成了另外一个online photo storage place. |
g*****g
发帖数: 34805 | 50 能，不过google的方式是把自己的服务集成到这个平台上，
让手机用户访问自己的服务，增加点击来挣钱。而不是卖软件。
【在 a**e 的大作中提到】
: Google能从Android上赚钱吧。
|
|
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g*****g
发帖数: 34805 | 51 你说的google TV, google apps这些东西，不是说不赚钱，
而是实在九牛一毛的东西，至少google现在的目标仍然是
通过各种手段增加点击量。android平台的策略就是如此。
【在 D******y 的大作中提到】
: Google sells search appliances, also sells software as service. you can
: argue those are not main income of Google. it is true though.
|
a*****n
发帖数: 5158 | 52 极少极少人不是真实的profile
【在 s**p 的大作中提到】
: 为啥要放真实的profile?俺就放的假的。除了一个名字是真的，连照片都不是俺的，但
: 这照样没有影响到长期没联系的朋友找到俺。但是公司们以为这就是俺的profiel，嘿
: 嘿。有小孩子的大多都是把it当成了另外一个online photo storage place.
|
s********n
发帖数: 1962 | 53 You can do whatever you like, but you don't represent the
majority. Facebook simply doesn't care maybe 1% of profiles
are fake.
【在 s**p 的大作中提到】
: 为啥要放真实的profile?俺就放的假的。除了一个名字是真的，连照片都不是俺的，但
: 这照样没有影响到长期没联系的朋友找到俺。但是公司们以为这就是俺的profiel，嘿
: 嘿。有小孩子的大多都是把it当成了另外一个online photo storage place.
|
k**o
发帖数: 15334 | 54 所有的google产品都是为搜索服务的，其唯一目的就是巩固其搜索的地位，使其不可替
代，因为搜索才是唯一赚大钱的产品，其他所有产品基本上都是赔钱。就像微软一样，
做了N个赔钱/免费产品，其唯一目的就是巩固其赚大钱的产品windows/office的地位。
【在 i****n 的大作中提到】
:
: bingo
|
z***e
发帖数: 5393 | 55 不太同意你对fb的评论，抬得太高。
首先，用户数和同时在线数，QQ都比facebook要高，但是QQ在中国的垄断地位并不是因
为social network，而是在此之上捆绑了各种其他服务，国内其他公司害怕QQ，也就是
因为QQ本身的垄断+捆绑。前几年开心网出来，就开始形成对QQ的威胁，然后QQ马上山
寨农场游戏等等，夺回了优势。
同样的手法，在美国就难以实现，毕竟美国对这个垄断是个很忌讳的地方。
和search不同，search市场无法细分，充其量就是不同语言而已（如baidu vs google
），即便如此，也很难说有什么偏好，所以搜索只有第一，没有第二。
但是social network就不一样。
ads
understanding
【在 h*******y 的大作中提到】
: Facebook doesn't need ads on its own website to make money. The beauty of
: the facebook business is that it can make money from ads on other people's
: websites.
: Google's search ads model is going to be replaced by the behavior target ads
: model, because the latter is more effective. The advertiser can know more
: about its customer and tailor its display/media ads better by understanding
: the customer entire online behavior rather than just a single search text.
: And by being the most popular website in the world where people spent most
: of their time on, facebook is sitting on a gold mine.
: Google is a $200B business just for search ads. Even though at the moment
|
g*****g
发帖数: 34805 | 56 social network不一样？看看MySpace吧。
google
【在 z***e 的大作中提到】
: 不太同意你对fb的评论，抬得太高。
: 首先，用户数和同时在线数，QQ都比facebook要高，但是QQ在中国的垄断地位并不是因
: 为social network，而是在此之上捆绑了各种其他服务，国内其他公司害怕QQ，也就是
: 因为QQ本身的垄断+捆绑。前几年开心网出来，就开始形成对QQ的威胁，然后QQ马上山
: 寨农场游戏等等，夺回了优势。
: 同样的手法，在美国就难以实现，毕竟美国对这个垄断是个很忌讳的地方。
: 和search不同，search市场无法细分，充其量就是不同语言而已（如baidu vs google
: ），即便如此，也很难说有什么偏好，所以搜索只有第一，没有第二。
: 但是social network就不一样。
:
|
z***e
发帖数: 5393 | 57 myspace和facebook同质化了，没区分出差别来。
facebook的确大，但是同样我可以认为wow等mmorpg也是另一种类型的social network
，然后还有twitter呢？还有linkedin呢？中国除了QQ,也还有人人网这些拥有巨大用户
群的，都是不同的方向。
网络就是社会的数字化，那么对于真实社会，一个人也不会就一直在一个团体里混吧。
如果说search上面，讲的是同质化相似化（比如bing要尽量和google提供类似的用户体
验），而这个特点决定了市场只有少数一两家的局面。
在social network上，我认为就是要走差异化和特色化的路线，并不是说facebook做了
的就不能重复，而是在整体上要给人不同于fb的感觉，至于具体如何做，就要看idea了
，但这个路线就允许了多家sns共存的状态。
我认为国内的市场因为竞争大，用户量大，更能更快地模拟市场趋势。同样地情况，从
search到sns,其实国际市场跟国内是相似的。比如search，国内baidu独大，国外
google独大。而sns，我认为因为QQ的存在，所以国内的sns比国外要提前一两个阶段，
但是即便是QQ这样巨大用户量+恶意垄断的局面，也没能统治国内sns市场（当然，他还
是老大），仍然有人人/校内/包括世纪佳缘这些网站。
【在 g*****g 的大作中提到】
: social network不一样？看看MySpace吧。
:
: google
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c****t
发帖数: 19049 | 58 facebook will disappear in 3 years |
s********n
发帖数: 1962 | 59 Because you'll come out with something that can kick facebook out of
the market?
【在 c****t 的大作中提到】
: facebook will disappear in 3 years
|
