revenue Stories December 8, 2014

Michelle-Phan

YouTube style star Michelle Phan, whose videos have 3.6M views

Top YouTube video creators are being offered bonuses in return for multi-year exclusivity deals in which they guarantee to post content on YouTube first, reports the WSJ.

Facebook Inc. and video startup Vessel, among others, have tried to lure YouTube creators to their services in recent months, according to people familiar with the discussions.

In response, Google is offering some of its top video makers bonuses to sign multiyear deals in which they agree to post content exclusively on YouTube for a time before putting it on a rival service.

YouTube is reportedly particularly concerned about subscription video startup Vessel, founded by former Hulu CEO Jason Kilar …  expand full story

revenue Stories July 17, 2014

cheatsheet

RBC analyst Mark Mahaney has put together a cheat-sheet (via re/code) to help make sense of Google’s earnings call, due later today.

The tl;dr version is that gross revenues above $15.65B will be viewed by the market as positive, below $15.55B seen as negative and anything between the two business as usual. The market consensus is for a neutral announcement at around $15.61B and earnings per share of $6.25 – ad growth offset by lower revenues due to more mobile ads, which typically cost less …  expand full story

revenue Stories July 7, 2014

 

youtube-cropped

YouTube has established itself as a mainstream platform for streaming video content online, but its ambitious goal of reaching 1 billion “watch time” hours per day through 2016 is reportedly lagging behind expectations. The Information has learned that YouTube has less than 300 million viewing hours per day, up from the 100 million daily hours of watch time when the goal was set in fall 2012.  expand full story

revenue Stories April 23, 2014

sma_q1_2014_2

According to a report from mobile ad network provider Opera Mediaworks (via ComputerWorld), Android devices received more ad traffic than iPhones and iPads for the first time ever in the first quarter of 2014. The data shows that Android devices, including both phones and tablets, accounted for 42.8 percent of mobile ad impressions, while iOS devices accounted for slightly lies at 38.2 percent.

iOS devices still led in terms of revenue, however, receiving 52 percent of ad revenue. Android devices climbed to 33.5 percent of revenue, up from 27 percent a year ago. In terms of location, the United States still drives the most mobile ad traffic with 50.6 percent. Asia-Pacific countries were second with 23 percent, and European countries came in with 13 percent.

The sheer volume of Android devices obviously helped Google’s operating system take the crown for the most ad traffic. The IDC reported that Android smartphones made up 78% of all smartphones shipped, compared to 17.6% for iPhones. The fact that iOS led in revenue, however, still shows that iOS is still the more enticing operating system for developers and advertisers. For now.

expand full story

revenue Stories April 16, 2014

Google Play still tops App Store in downloads, slowly narrowing revenue gap

The Play Store continues to hold a growing advantage over Apple’s App Store in terms of sheer downloads, according to the most recent App Annie report (via TechCrunch). More importantly, Google’s mobile app store is slowly narrowing the revenue gap that exists between the two platforms. While Google passed Apple’s App Store in terms of downloads last year, a major gap remained in the revenue that both platforms generated for developers. While Android still lags behind iOS in this department, it seems that the two are slowly reaching parity. Last year’s indexed revenue for the Play Store was ranked at about 40; as the above chart shows, it’s climbed to be just above 50.

Google Play led the iOS App Store in downloads by approximately 45% in Q1 2014, up from 35% in the previous quarter. Meanwhile, the iOS App Store maintained its comfortable advantage in revenue, leading Google Play by 85%. However, Google Play continued to narrow this revenue gap. The gains for Google Play come as Android devices extended their lead in worldwide device installed base.

Google Play saw revenue growth in the United States, which helped it to close the gap. Additionally, Android saw strong download growth around the world. iOS continued its growth in the US, as well as in China — traditionally a stronghold for Android device, albeit devices without access to the Play Store. Apple’s platform also saw strong growth in Vietnam and South Africa, among other smaller countries.

The takeaway? Both ecosystems are strong, and getting stronger.

revenue Stories November 19, 2013

Screen_Shot_2013-11-19_at_12.04.53_PM-13

Google is rolling out a brand new AdSense home page look and it falls right in line with Google’s new “style.” The new landing page hints at a “cleaner, more modern design [that] focuses on key day-to-day information.” The new homepage is available right now with just a click of “I’ll give it a try” or you can pass and give it a go at a later point.

expand full story

revenue Stories November 12, 2013

Screen Shot 2013-11-12 at 2.54.20 PM

We all know that Google is BIG, BIG, BIG, but just how big is Google these days? During a keynote at Ignition 2013, Business Insider CEO Henry Bloodroot presented a slide that shows Google on course to exceed the revenues of both magazines and newspapers this year. In fact, almost all of Google’s expected $60 billion in revenue will come from advertising this year.

expand full story

revenue Stories July 31, 2013

Google-Play-App-Annie-App-Store

According to data from App Annie’s latest download and revenue report, Google Play for the first time surpassed the App Store in app downloads during the second quarter of 2013. While Google was able to move past Apple with about 10 percent more downloads during the three month period, the report notes the App Store brought in nearly 2.3x the amount of revenue.

App Annie says that Google Play’s growth was driven by emerging markets including Brazil, India, and Russia, and while the App Store still leads by revenue, Google Play closed the gap slightly compared to last quarter and years past.

Google Play saw Brazil climb two spots to join India and Russia as another emerging market in the top 5 countries by downloads for Q2 2013…The United States, Japan and United Kingdom remained the leaders in the iOS App Store when looking at revenue generation, and Australia climbed to #4 after a strong Q2. iOS App Store revenue was driven primarily by the United States and Japan, which combined to account for about half of the total iOS App Store revenue in Q2.

App Annie’s report also includes its Games Index tracking mobile games on iOS and Android, which now account for around 40 percent of all downloads on both platforms. During Q2, Gameloft’s Despicable Me: Minion Rush grabbed the top spot for most downloaded iOS game, while publisher Tiny Piece took the honor on Google Play.

As for non-gaming apps, Vine increased by three positions to become the most downloaded app during the quarter on iOS, followed closely by YouTube, Snapchat, and Instagram. expand full story

revenue Stories May 16, 2013

Google updates AdMob with local payment support, improved ad filtering, more

Google announced updates to its AdMob ad network, which it acquired in 2010, including improved app promotion, strong filters for ad relevance, local payments eliminating currency conversions, and more.

Developers will see the changes roll out over the next few months according to Google.

revenue Stories October 18, 2012

It looks like Google’s Q3 earnings have been released early with The Wall Street Journal reporting Google posted revenue of $14.1 billion and a net of $2.18 billion. A summary of the company’s earnings report from a U.S. Securities and Exchange Commission filing is below. In the report, we see Motorola accounted for 18 percent of consolidated revenues. It brought in $2.58 billion, while reporting a $527 million operating loss. Of that $527 million operating loss, $505 million comes from Motorola’s mobile segment and $22 million from its home business. Google reported cash, cash equivalents, and short-term marketable securities at $45.7 billion as of Sept. 30 and operating income of $3.26 billion.

As highlighted in the screenshot above, Google is down almost 10 percent following the news. Google made a statement on what happened with the early filing (via Business Insider):

“Earlier this morning RR Donnelley, the financial printer, informed us that they had filed our draft 8K earnings statement without authorization. We have ceased trading on NASDAQ while we work to finalize the document. Once it’s finalized we will release our earnings, resume trading on NASDAQ and hold our earnings call as normal at 1:30 PM PT.”

Google is scheduled to announce earnings later today at 4:30 p.m. EST.

Q3 Financial Summary Google Inc. reported consolidated revenues of $14.10 billion for the quarter ended September 30, 2012, an increase of 45% compared to the third quarter of 2011. Google Inc. reports its revenues, consistent with GAAP, on a gross basis without deducting traffic acquisition costs (TAC). In the third quarter of 2012, TAC totaled $2.77 billion, or 26% of advertising revenues. Operating income, operating margin, net income, and earnings per share (EPS) are reported on a GAAP and non-GAAP basis. The non-GAAP measures, as well as free cash flow, an alternative non-GAAP measure of liquidity, are described below and are reconciled to the corresponding GAAP measures at the end of this release.

revenue Stories April 25, 2012

There is a lot of interesting news coming out of the Google v. Oracle Java trial today. Yesterday, former CEO Eric Schmidt gave his testimony to the court, and today Andy Rubin took the stand where he revealed a slide deck with Google’s ambitions to sell 10 million Android tablets during 2011 and other pieces of information related to Android revenue.

On-hand reports from The Verge point us to a few of the more intriguing statements made by Rubin and others today:

Google Phone:

The image above is of the “original Google phone” concept presented to carriers almost two years before Google finally launched the first Android handset, the T-Mobile G1. The images of the device came up in the trial due to references to Java in the designs. A year later, in May 2007, almost a year after iPhone, Google was still designing Android with a physical keyboard in mind—as noted in Android specification documents during the trial.

Android Revenue:

First, we get a close look at Android revenue numbers for the first time. The numbers come from a quarterly report given by Rubin and others in 2010 that show the company expected revenue from Android to reach $278.1 million during the year.

The forecast was based on increasing the roughly 20 million Android phones in the market at the time to 40 million by the end of the year. Google was also expecting to pull in $158.9 million in Android ad revenue and just $3.8 million from its 30 percent cut of app sales. According to the report, Google forecasted bringing in $840.2 million from Android ads and $35.9m from app sales in 2012.

Subsidized unlimited data plans:

Another interesting document that emerged from the trial shows Google suggested to T-Mobile in 2006 that it would give up its finder’s fee commission for new customers in order to provide Android phones with $10 monthly unlimited data plans. Of course, that plan was never carried out, and the original Android T-Mobile G1 launched with the conventional $25+ plans.

revenue Stories March 21, 2012

Google’s mobile payment system, known as Google Wallet,” has not received the kind of warm welcome that the company might have hoped. First, there were issues with Verizon blocking the service on the new Galaxy Nexus as the carrier prepped its own rival service, known as “ISIS.” Wallet then had a few roadblocks with security concerns related to prepaid cards, which the company apologized for with complimentary $5 deposits to Google wallet users. Today, a report from Bloomberg citing “people with knowledge of the project” claimed, despite being “enthusiastic” about progress, Google is considering sharing revenue with carriers to get them to support the technology:

expand full story

revenue Stories November 9, 2011

Nintendo president Satoru Iwata declared Apple and iOS as the “enemy of the future” back in 2010. Not only was he right, according to new estimates for the U.S. portable game software by revenue from Flurry Analytics, 2011 seen Nintendo’s grip on the market slide even further as iOS and Android games triple their marketshare from 20% in 2009 to 60% during 2011.

The graphic above shows U.S. revenue for Flurry’s portable gaming category- a category that now includes Nintendo DS, Sony PSP, iOS, and Android. As you can see, iOS and Android have together taken the lead from Nintendo with 58% of revenues in comparison to last year’s 34%. In comparison, Nintendo DS held 57% during 2010, while dropping to just 36% in 2011. Total US revenue jumped from $2.7 billion in 2009 to $3.3 billion in 2011.

When comparing combined game revenues of the two veterans– Sony and Nintendo– with the combined revenues of the two new guys– Apple and Google– 2011 will be the first year where the emerging platforms dominate with iOS and Android estimated to take in $1.9 billion in comparison to the DS and PSP’s $1.4 billion. That accounts for a $200 million drop for Sony and Nintendo and $1.1 billion increase for iOS and Android from 2010. Perhaps investors were right to urge Nintendo to begin developing iOS titles.

As for Nintendo, the company who captured approximately two-thirds of the market in 2009 has seen their “enemy of the future” demote them to just a third of the market. Sony clearly has some catching up to do, but is hard at work on highly anticipated new handheld devices for 2012. expand full story

revenue Stories August 5, 2011

Some Android app developers aren’t receiving the earnings they’ve generated through web-based Market sales, according to a report from The Register.

Google’s Android Market support forums are full of devs claiming discrepancies with the orders being charged and the payout they’ve received each month. One forum poster comments “It could be that some of your orders aren’t charged until a day or so later and will therefore creep into a different payout day”. However, others note the issue goes beyond the normal lag and have missed  up to “100 orders a day at least for the last two days”.

Its also been reported that a large number of developers have failed to notice the inconsistencies, so you might want to take a closer look at your statements to make sure everything is accounted for. The Register notes rumblings of a “Developers’ Union” and there is even a petition going to renegotiate sales tax, initiate a removal appeal process, and more.

Google employee HeidiLC posted this response on behalf of the company: expand full story

Powered by WordPress VIP