The most important and fastest growing segment of Internet advertising is mobile advertising, which makes tracking the underlying key drivers and trends of great importance. Mobile eCPMs increased 68% y/y in 3Q13 and 9% sequentially despite what is typically a seasonal slowdown in Q3 (note that MoPub’s data showed a 10% seq. decline in 3Q12). A key driver of this price increase, in MoPub’s opinion, is the increase in the number of competitive bidders in the auction.
Month: November 2013
Samsung Electronics 2020 Target of $400Bn sales – 4G LTE SmartPhone, TV, Display Growth Areas
We attended the Samsung Electronics top management conference call in which they highlighted long-term vision and growth strategies to achieve a 2020E $400bn revenue (from $211bn in 13E) target at the analyst day event. In addition to continuous outgrowth with differentiated profitability in existing core-businesses like smartphone, TV, semiconductor and display panels, management seeks growth opportunities in new business areas like appliances, multimedia services, smart home / enterprise solutions and medical devices through seamless investment in R&D, HR and even open innovation/ acquisitions.
Samsung sees better growth opportunities in
How Facebook Plans to Monetize Instagram – Mark Zuckeberg’s Plans
Facebook the World’s Largest Web Platform with heavy customer engagement and also the owner of Instagram shared soem insights on how it plans to monetize the exponentially growing platform on Mobile & Web.
Facebook will launch innovative ways of displaying ads on Instagram is a positive largely expected by the market. Further, we believe Zuckebreg’s history of successful product management by balancing user experience with advertiser demand in the roll out of in news feed ads on mobile bodes well for Facebook’s coming efforts in monetizing its Instagram asset. That said, we would not be surprised if the ramp in ad load and as such monetization for Instagram does not quite match that of Facebook’s mobile in feed ad products given Facebook’s broader use case and user base. Nonetheless, in our