YouTube Revenues to Touch $10Bn in 2016

YouTube Revenues Cross 10BnAs Per Cisco, Internet video views doubled from 2015 to 2016, and video will account for 80% of all mobile Internet traffic by 2019. Google indicated growth in watch time on YouTube has accelerated and is up at least 50% year over year for three straight years. We believe video advertising will follow usage, and global online video advertising spending is expected to increase $19bn from 2015 to 2018 (per Magna Global) to reach $35bn, creating a big opportunity for video content platforms (FB, Snapchat, etc).

Google does not disclose revenues, but indicated in 2015 that partner revenue was up 50% over last 3 years. Based on Online video ad market growth

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YouKu-Tudou – Huge Potential in Mobile Videos

Youku attracts 30%+ of its traffic from mobile devices, yet it has not effectively monetized this traffic. According to Analysys, Youku ranks in the top two in both iOS and Android for cumulative downloads among online video mobile applications in China. In addition, while the company continues to secure premium video content (e.g., exclusive partnership … Read more