Friday, November 20, 2009
Consumers: We Don’t Absolutely Hate Mobile Ads
Here’s your half-empty/half-full stat for the day: Four in 10 consumers don’t want to see ads on their phones. Is that good or bad for the nascent mobile ad business?
Wednesday, November 11, 2009
Waiting for Online Ads to Roar Back? Be Patient.
Add one more voice to the chorus of conventional wisdom: The Web ad market has stopped getting worse, but it’s going to be a while before it starts getting healthy.
Thursday, October 15, 2009
How Good Is Google’s Growth Story? Time to Find Out.
Google CEO Eric Schmidt couldn’t be any clearer: He’s been saying, over and over, that he thinks the recession is in his company’s rear-view mirror. And Wall Street has been listening: It has been steadily pushing up the search giant’s shares for months. Today we get to find out just how good Google’s growth story is.
Wednesday, September 30, 2009
Why Google and Yahoo Will Have to Keep Waiting for Mobile Money
Google and Yahoo both expect mobile ads to provide big boosts. Time to rethink that notion, says Bernstein Research’s Jeffrey Lindsay, who says mobile will be a modest niche business for the big guys.
Thursday, June 25, 2009
Does Google Need to Start Bulking Up Again?
When the economy cratered last fall, even mighty Google was forced to pull back on spending: The company stopped growing its workforce and put several big expensive projects on hold. But that’s likely to change, predicts Bernstein analyst Jeffrey Lindsay. He says that while Google is on track to shell out $1.4 billion on capital expenditures this year, that number will shoot up up more than 40 percent next year, to $2 billion. And if Google doesn’t get a grip on YouTube, that number could keep growing.
Friday, June 19, 2009
Like Your Kindle Books Cheap? Don’t Get Too Used to It.
Are you one of those Kindle owners who stuffs your device with cheap e-books? Enjoy it now, say analysts at Bernstein Research. Because they’re not going to stay cheap, or at least, not quite as cheap, forever. Right now Amazon makes much more money selling you a hardcover book than a digital one. That can’t go on indefinitely.
Tuesday, June 9, 2009
Survey Says: Web Video Watchers Aren’t Pirates. But They May Be Ready to Cut the Cable Cord
Web video watchers are college kids who spend all day pirating movies and TV shows, right? Well, maybe some of them are, but new survey data argues ordinary Americans are plenty comfortable watching TV online, especially when they don’t have any other choice.
Friday, May 8, 2009
YouTube May Be Solving Its Ad Problem–Slowly
YouTube generates billions of views but no profits. That’s because Google’s video site only sells advertising on a small portion of the clips it shows. That may be changing, argues Bernstein Research’s Jeffrey Lindsay.
Wednesday, April 15, 2009
Will eBay Dump StubHub, Too?
The online ticket resale business–what most people would call legalized scalping–seems like a pretty decent market. But Ticketmaster may be getting out of it in order to mollify regulators, and an analyst predicts Ebay may do the same to please Wall Street.
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About Peter
Peter Kafka has been covering media and technology since 1997, when he joined the staff of Forbes magazine. Most recently, he has been the managing editor of the tech and media Web site, Silicon Alley Insider. Read more »
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Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.
