How Facebook Plans to Monetize Instagram – Mark Zuckeberg’s Plans

Instagram monetizationFacebook 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

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How Big is the market for Online Social Gaming ?

The Market of Scoial GamingSocial games are online games played through social networks, like Facebook, or on mobile phone applications (Apps). Social games are distinct from other video games and are more suited to casual game experiences. The design of the games encourages players to return frequently through various rewards and multi-player features. Revenue is driven by a small percentage of players paying for virtual currency that can be used for various game advantages such as additional game time or new levels.

What makes social casino games different from other forms of gambling in the eyes of regulators is that players never actually receive a payout for any game played. This critical difference allows social games to fall outside current interactive gaming regulation. Less regulation allows

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Badiu’s Mobile Monetization Strategy Begins to Pay Off – Challenges Remain

Baidu Mobile MonetizationChinese Internet Giant, Baidu is ramping up mobile monetization through mobile paid search, contextual ads, and mobile VAS (mostly games).

Baidu Mobile traffic + landing page optimization drive ads adoptions
Baidu’s mobile search volumes account for ~1/3 of Baidu’s organic search traffic, or 500 mn mobile search queries per day. Increasing mobile traffic would incentivize Baidu’s search customers to allocate more of their ads budgets to mobile vs. PC.

However, a key challenge for PC-based websites is to display web content on mobile devices, with the lack of mobile landing pages resulting in a suboptimal user experience, fewer mobile browsing activities, and fewer page views. Thus, online advertisers have

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Naukri Slowdown, 99Acres and Jeevansathi Grow in InfoEdge India

Jeevansathi Gaining Traction InfoEdge IndiaRecruitment revenue at Rs903mn grew 8.3%yoy and 0.2%qoq and margins remained steady at ~50%. The company attributes this to emerging signs of stability in IT recruitment as well as market share gains on the back of strong execution. It continues to invest in product development to enhance user experience and engagement.

99Acres Outperform Amidst Real Estate Real SlowDown
Revenues grew ~57%yoy to Rs185 Mn. Over the quarter, both total and paid listings increased by 31%. The company attributes this to beefing up of sales force, opening new offices in new as well as in cities with existing presence, investment in product development and

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Google to invest in non-core businesses + Motorola Mobile

Google  Non Core BusinessThe Google Management highlighted three key areas of focus outside of the core ad business.

Chrome-based hardware: Chromecast, and broadening distribution of Chromebooks in partnership with OEMs)
Digital Apps and Content: Google Play is rolling out into new regional markets, and Google is
working to add to the available content (including textbooks and partnerships with HBO and DC Entertainment).
Enterprise Software: New enterprise clients include

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China Reports Strong group-buying Online e-Commerce

Chinese Group Buying RisingThe Latest China Group Buying reports indicate that total transaction value in July and August reached CNY3.03bn and CNY3.69bn respectively (up 56.2% in July and 74.9% YoY in August vs +56.4% in June), creating another new high in terms YoY growth in August, last seen in January. The number of vouchers sold in August increased by 47% YoY, compared to 15% YoY growth in the same month last year. Transaction growth in the first two months of 2H13 was driven by an increase in both the number of purchasers and average deal price.

The number of group deal buyers had been somewhat stagnant since it first reached 45 million in November 2011. Yet beginning from 2013, the number of purchasers has been

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Japanese Mobile / Internet Stocks Rise 75% YoY on Better Profits

Japanese Internet Mobile Stocks on Fire38 leading companies in the Japanese Internet (including games) and IT services sector have climbed 71% by end-September 2013. We think the rise in valuations is in large part a reflection of the higher rate of profit growth forecast for FY13.

The Order of preference among subsectors has been e-commerce > IT services > advertising > digital content (games). It is the reflection of the improving macro environment and increasingly swift uptake for smartphones and tablets. Among users of the Internet—including smartphone users—appetite for online shopping is voracious. Advances in advertising

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How Disruptive Technologies Displace the Leaders of Industry ?

A disruptive technology is an innovation which creates a new market or value network and eventually goes on to disrupt an existing market or network.

The concept of ‘disruptive technology’ (or ‘disruptive innovation’, since it can consist of business models too) was invented by Clayton Christensen in his 1997 book The Innovator’s Dilemma.

Christensen focused on innovations that break the usual pattern of companies producing higher-spec products at a higher price (he called these conventional advances ‘sustaining technologies’). Disruptive technologies, at least in their early years, typically offer

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Yandex Gets 50% of Russian Online Media Spend – Google Trails

Yandex Numebr One Search CompanyYandex operates a number of web sites and services including Russia’s most-popular internet search engine (~60% market share), which uses the company’s proprietary algorithms, as well as other services including Yandex – Maps, Mail, Videos, Classifieds, product comparison, weather and Yandex.Market. The company has recently expanded into providing mobile applications as well as its own proprietary browser. Geographically the company serves primarily the markets of Russia, Ukraine, Belarus, Kazakhstan and Turkey

Yandex generates currently

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China Likely to Halve InterConnection Fees

China Unicom 4G LTE PlansIndustry checks and Chinese news indicate that the telecom regulator, MIIT, may consider policy changes in interconnection fee favoring China Unicom/China Telecom, and allowing China Mobile to enter the Broadband market.

(MIIT), the industry regulator, may consider introducing two policies to the telecom industry: (1) permitting China Mobile (CM) to provide broadband services; and (2) reducing interconnection settlement fee from RMB0.06/min to RMB0.03/min when China Unicom (CU) and China Telecom’s (CT) mobile calls terminate on CM’s network, while CM will continue

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