Web 2.0 – Web India
Just Dial which started off as Local Search business & sort of Yellow Pages has quickly transformed itself into an enable for commerce facilitating its already existing network of SMEs to sell their products & services online through Just Dial Search Plus platform. India has its issues in terms ofContinue Reading
From a high level, Google’s advertising business is built on top of two primary data assets – the explicit search queries that its users type into its search engine and cookies of users that it leverages to target non-search advertising (e.g, display ads). However, when comparing Google with Facebook asContinue Reading
IAMAI (Internet and Mobile Association of India) recently estimated that the number of mobile internet users will likely reach 213mn by mid-2015 implying a 55% YoY growth. In our recent interactions, most internet companies have indicated a sharp increase in share of mobile traffic over the last 12 months –Continue Reading
Taxiforsure (TFS) is a taxi aggregator and provides taxi hailing service to customers in different cities in India. The fundamental difference in approach for Taxiforsure vs it competitors Olacabs and Uber is that TFS focuses on aggregating fleet operators vs individual drivers by other companies. As per Raghu, Co-founder TaxiForSureContinue Reading
Local Search and Yellow Pages Giant, Just Dial has recently enabled online shopping on its platform and is currently mainly selling electronics in Tier 1/2 cities. It has already enabled a number of services (restaurant delivery & reservations, doctor’s appointment, cab booking, hotels, ticketing, movie booking, mobile recharge), on theContinue Reading
Cleartrip a challenger in the OTA space started in 2007 and has recorded a 45% revenue CAGR since then. The company derives ~30% of revenue from international air ticketing, ~50% from domestic air ticketing and around 20% from hotels (largely domestic). The company does not sell holiday packages. Cleartrip usedContinue Reading
Seattle based eCommerce Giant, Amazon has reached an agreement to acquire Twitch Interactive, a leading live video platform for gamers, for ~$970MM in cash. This is Amazon’s second biggest acquisition to date (after Zappos) and a major step in its digital content strategy.Continue Reading
Search Plus is a key growth driver for Just Dial which has started off with four verticals (1) Ordering – food, groceries and wine; (2) Scheduling – such as arranging doctors’ appointments and courier pick-ups; (3) Ticketing – bus, trains and movies; and (4) Buying – ecommerce, beginning with brandedContinue Reading
InfoEdge India’s 99acres.com incurred a loss in the June-2014 Quarter due to continued investments in sales teams, product development and advertising. Management believes that the loss is likely to increase if competition intensifies. The company has announced a QIP of Rs7.5bn primarily to invest in 99acres.com. In the Indian RealContinue Reading
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