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INTERNET PLAYERS

AGENDA
Why they are interested in telecom and mobile industry Yahoo Google Comparison of Google, Yahoo and Microsoft Threats to Telcos

MOBILE WEB USAGE GROWING UP

MOBILE ADVERTISING: THE NEXT BIG GROWTH AREA


Mobile Advertising has become the major business model to earn revenue for players such as google, yahoo, etc

Founded

January 1994 (as Jerry's guide to the World Wide Web) March 1994 (as Yahoo!) Jerry Yang, David Filo

Yet Another Hierarchical Officious Oracle


Founder(s)

Wants

to win Mobile space, without developing the OS Marissa Mayer


Yahoo in July 2013, surpassed Google on the number of United States visitors to its Web sites for the first time since May 2011 (comScore) 800 million people visit Yahoo websites every month

Headquarters
Area served Key people

Sunnyvale, California, U.S.


Worldwide Maynard Webb (Chairman) Marissa Mayer (CEO)

Revenue

US$4.98 billion (2012)

July 2009, Microsoft and Yahoo signed a 10-year deal. The 2009 deal specified that Microsoft would power Yahoo search, and Yahoo become the ad sales force for Microsoft's premium properties.

December 9, 2013 - 31 percent of Yahoos latest quarterly revenues are attributable to the search deal it forged with Microsoft.

Products

Apps available for - Ipads - Iphone - Android - Blackberry

Mergers & Acquisitions

Revenue

GOOGLE REVENUE BREAKUP


9% Google Website 23%

Network member websites

68%

Motorola Mobile Segment Revenue

Finance Conversion rate Sales 6.12% 1.39M

Travel 1.45% 244K

Shopping 3.58% 434K

Education 6.09% 690K

Telecom 6.27% 706K

MAJOR ACQUISITIONS
Motorola Mobility:

Founder member of Open Handset Alliance


Combination of experts of Software & Hardware Revenue received from this->$ 1.2 Bn

Waze Ltd:

Israel based Co. - Made mapping app Waze


Will work with Google+ to enhance customer engagements online

Meebo:

Wildfire: Marketing software provider of Facebook

REVENUE MAKING MODEL


Cost per click & Cost per view

Google Adwords, Adsense & Doubleclick


Android Revenues(initial fee & in-app purchases)

Android is running on 76% of mobile devices and

80% of smartphones

08-10 (Ecosystem Building)

10-11 (Extend Core Business)

11-13 (New Monetizable Services)

13+ (Change the scale)

Millions of users

Apps

Content

Increase net revenue

NEGATIVES FOR GOOGLE


Android customers are less willing to pay for content Retailers receive 162% ROI on ads published on IOS Retailers receive -10% ROI on ads published on Android

Motorola device section constitutes for only 7% of the total Google revenue

GOOGLES FUTURE
Chrome OS : A google owned operating system Project Loon : High altitude balloons that can cover 40kms and provide internet speed comparable to 3G networks. Google Glass : An informative eyewear.

PARAMETERS INDUSTRY Internet, Telecom Software, Telecom equipment US$ 50.18 Billion(2012) Google Ad Words, Google Search engine, YouTube video service, Google forum, Gmail, Orkut, Google earth, Google labs etc. Google maps, Picasa, Google books, Google Scholar, Google Docs, Google Chrome, and Chrome book Internet Computer Software, Computer Hardware US$ 77.85 Billion(2013) Microsoft operating systems ,Microsoft Office suits ,Internet explorer web browser, Xbox games, Microsoft surface series of tablets

REVENUE PRODUCTS

US$ 4.98 Billion(2012) Yahoo! mail, Yahoo! directory, Yahoo! answers, Yahoo! search, Yahoo! messenger, Yahoo! 360, Yahoo! sports, Yahoo! finance, Yahoo! Cricket, Yahoo! News Yahoo! maps, Yahoo! shopping; images, weather, yahoo dating, yahoo horoscopes,

PARAMETERS HANDSET MARKET YES(NEXUS One, Motorola Mobility) YES(Gmail-limited storage-15GB) YES(Google+ Hangouts, Gtalk ) Android Mobile Operating Systems, Google Chrome OS Google Wallet NO Strategic partnership with NOKIA Yes(Hotmail/OutmailLimited storage-5GB) Yes(Outlook/Skype)

MAIL SERVICE

YES(Yahoo mailUnlimited storage) Yes(Yahoo messenger) No

INSTANT MESSEGING OPERATING SYSTEMS VAS

Windows Phone OS

Y! India Mobile

Microsoft launches the Amar Chitra Katha application for Windows 8

A. Social Networking: Google+ Google+ is close behind Facebook, with the second highest number of monthly users (343 million). In addition to that, Google+ has a bigger ownership in terms of search power and is one of the most powerful social forces on the Internet today Google+ Mobile App was used by 30% of Smartphone users between AprilJune 2013, making it the fourth most used app.
Google+ Enhanced apps and mobile sites are used on 92% of USA Smartphones. Two main strengths of Google's + social site are photography and its "Hangout" feature. Airtel Free Zone: allows you to access Google mobile services on the go at absolutely no data costs

A. Social Networking: So.cl So.cl appears similar to Google+ and borrows concepts from Facebook, Twitter and Pinteres Signup and login require a Microsoft account or So.cl-connected Facebook account The site has integrated search features using the Bing API.

AD REVENUES AT MAJOR AD SELLING COMPANIES

AD STRATEGIES OF THE BIG THREE


Googles main source of revenue. Accounts for more than 85% of Google's revenues Pay-per-click advertising yields impressive benefits for companies and their websites Google's text advertisements are short

Yahoo has over 160 million customers through the network with an option to import your Google AdWords campaign details directly into your Yahoo Bing Network account, allowing you an easy transition between the two. The key difference between Google AdWords and the Yahoo Bing Network lies in that they run ads on different search engines

Bing Ads uses both the maximum amount an advertiser is willing to pay per click (PPC) on their ad and the advertisement's click-through rate (CTR) to determine how frequently an advertisement is shown. This system encourages advertisers to write effective ads and to advertise only on searches which are relevant to their advertisement. Bing Ads allows advertisers to target their ads by restricting their ads to a given set of demographics and by increasing their bids whenever the ad is seen by a user of a certain demographic.

Telecom Initiatives by Internet Players

Source : Capgemini TME Strategy Lab Analysis

THREAT TO TELCOS
Internet Players making a dent in traditional revenues

SMS
Voice Calls Eg. Google Voice, Skype, Chat Messengers Loss of ad revenues Ads through SMS Direct Consumer Relationships of Internet Players Android, Google Nexus Windows Phones

THREATS TO TELCOS
Internet Players are bigger brands, hence overshadowing operators brand Operators role reduced to being a dumb/bit pipe Internet Players offering rich services for free

Google TV, Skype


Theyre able to do so by monetizing their resources

THREATS TO TELCOS
Threat from upcoming Google wallet and Broadband services Web RTC a major threat in time to come