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Facebook Valuation: New Display Advertising Numbers
According to the WSJ today, Facebook EBITDA is on a $2 billion run rate for 2011, which if accurate, could mean that current valuation is not completely out of the ballpark. Is Facebook like Google,...
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Display Advertising: Scrapping Gold for Riches
I think that a market worth spending some time exploring to identify an opportunity is the display advertising market (and Internet advertising market generally). Earlier I had posted estimates from...
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Privacy, Real-Time Bidding and the Uncertain Market Size for Display Advertising
While I have posted estimates of the size of the display advertising market, those numbers are nothing more than a shot in the dark. The size of the market (like any market) is sensitive to both price...
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New Google Data on Display Ad Market Size
Last week, I posted about the wide variation in possible sizes of the display advertising market, and the potential for new tools like real-time bidding to be the driver for expanding the size of the...
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Crushing It: Facebook Display Advertising
Impressive news for Facebook and display advertising overall. Not only does Facebook have almost a third of the market for display ad impressions, data shows a major run-up in pricing for Facebook...
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Google: Being Boring!
So who exactly is filling Google’s ever growing vaults? It seems that perhaps as much as half the magic that is Google can be distilled down to boring old insurance, loans, and mortgages. These...
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Mobile Price War
As illustrated recently and dramatically in the Facebook S1, no one has quote figured out mobile advertising. Google and Apple have been trying, and Facebook and Linkedin are about to enter....
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Search for Shopping
I blogged previously that a surprising number of people started searches for product directly on Amazon and Google. The corollary to that — to Jeff Bezos’s business anywhere mind — is to sell stuff...
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