Web 2.0

JustDial’s Local Search Gets More Competitive with Rise of Getit

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getit local search business vs justdialWith the rise of Internet penetration in India, SME-related search and allied services are likely to undergo a significant transformation. Getit Infomedia (Getit) is one of the key players in this fast evolving landscape. Getit is building a formidable presence in India’s local search market through acquisitions and alliances with global Internet brands.

India’s SME ad market has already changed significantly when voice-based directory services (notably, Justdial) expanded this market and gained market share against traditional print classifieds / yellowpages services. In our interaction, Getit’s CEO indicated that with increasing Internet penetration, the SME ad market is likely to expand and undergo another significant shift

Getit Partnerships & Expansion
Getit expanded its SME relationships by

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Stop! The Internet in India – Exponential Growth Ahead!!

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From Shaadi to Shopping, Banking to Travels, Learning to Leasing, The Internet is India’s new mantra—slowly but surely it is gaining commercial scale in areas such as advertising, retail and travel. The Indian Internet story is unique—it is already large (190 mn Internet users), but still has an exponential growth ahead of it in terms of penetration (only 17%) and participation (less than 10% Internet users transact online). Over three-fourths of its users are less than 35 years old and thus keen to embrace this change. The Indian Internet market is driven by (1) High Speed Connectivity (2) Content, (3) Rising Income and

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JustDial from Local Search to MarketPlace e-Commerce – Compete Flipkart / eBay / Amazon

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JustDial from Local Search to ecommerce facilitatorJustDial is likely to generate non-linear revenue growth in the time to come with the launch of new transactional nature services like food delivery, table bookings at restaurants, placing order for wine, taking appointment with a doctor, placing order for flowers and cake (tie-up with ‘Ferns N Petals’), grocery and medicines, courier pick-up service, laundry service, travel booking (Redbus), AC maintenance services etc. Several of the above services are already operational and the rest will likely be launched shortly. These unique services and first mover advantage (as a one-stop shop) in the same should create a diversified scalable revenue stream for Just Dial. These services will allow

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

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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 ?

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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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Naukri Slowdown, 99Acres and Jeevansathi Grow in InfoEdge India

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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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China Reports Strong group-buying Online e-Commerce

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

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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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Qihoo 360 Mobile and Search Grows Faster – Google Out of Race

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Qihoo 360 Chinese Internet Giant GrowsQihoo continues to grow its search market share in China and strengthens the industry #2 position with 16-17% search query share by July 2013. We believe Qihoo’s target of 20% search traffic market share by 2013 is on track. Qihoo’s market share of China’s online search market by page views (PV) increased to 16.3% in July 2013 from 10.4% in Dec 2012, according to CNZZ. Qihoo continues to grab page view market share from Baidu, whose share declined from 71.7% in Dec 2012 to 67.7% in July 2013. Qihoo is also building an Intelligent Search Monetization System.

Qihoo believes market share and user experience improvement is more important than monetization in the near term. Management believes Qihoo can change the competition landscape

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Baidu’s Daily Android Active Users + Search Queries Grow

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Baidu Mobile Optimizations GrowthAccording to Baidu, Android daily active users (one DAU representing a connection to the internet at least once daily) saw a net increase of 20m in Q2, up 10% QoQ (vs +56% QoQ in 4Q12 and +27% in 1Q13) despite a 30% QoQ increase in the
sales of Android devices in China. The slow-down in Andriod DAU growth likely owes to: 1) second-time purchases of Android devices and 2) some new Android users having yet to establish an internet connection. The report forecasts that Android DAU will surpass 300mn by year end,

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