Web 2.0 – Web India
With the Change of Guard at the Centre and the Finance Minister clearly speaking that they are going to favour the Industry, Web based Recruitment Platform – Naukri (Info Edge) is clearly the Hottest Internet Stock in India. It is the leader in two of its key segments, viz. onlineContinue Reading
Facebook had earlier announced that the small size ads on the right hand side (RHS)will be replaced with fewer but larger ads, and Facebook plans to roll out the new ad format this week (in time for 3Q). Data from early tests suggest a significantly higher click-through-rate from users shownContinue Reading
e-Commerce companies are generally well positioned to benefit from rising internet penetration, improving affordability of mobile devices/tariffs and a maturing e-commerce ecosystem. e-Commerce in India to Takeoff from Small Base There are 200 mn internet users (c. 100 mn are active regularly), only 15 mn are currently transacting online. InContinue Reading
Internets Largest Professional Networking company, LiknedIn derives a quarter of its revenues from Marketing Solutions which is expected to touch $450 Mn by end of 2014. LinkedIn continues to evolve and enhance its solutions for marketers. The initial focus on directly sold premium CPM-based sponsorships and guaranteedContinue Reading
Indian Mobile / Wired Data Growth is a focus for many including Google – and not just the traditional telecom operators as is evident from Google’s India centric advertisement in November which has gone viral (4mn views in six days). Based on Various reports, we think that Google is workingContinue Reading
Facebook surprised the street with better than expected revenue and cost controls. The revenue strength came across all regions and was clearly driven by newsfeed ad pricing gains and volume on both mobile and desktop (right-rail desktop ads are decreasing rapidly as a % of rev, and, over time, couldContinue Reading
Social Networking Giant, Facebook recently began testing auto-play videos in users’ mobile news feeds. When it does eventually launch its video product, the first videos will be user generated content, and we won’t expect to see video ads until the format has been refined over time. This strategy should getContinue Reading
Naukri.com the online Recruitment Portal with very little innovation is putting its promoter company InfoEdge India Ltd under the bear grip as Indian Industry Freezes Recruitment on the back of Total Failure in Economic Reforms and Policies by the Corrupt UPA Government. As India’s real GDP growth has remained weakContinue Reading
Chinese large brand advertisers are becoming more conservative over the macro environment into the second half of 2013. On one hand, recent concerns over China’s liquidity conditions are likely to escalate pessimism among advertisers and On the other hand, other ad categories (such as video) are likely to drive portalContinue Reading
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