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Samsung Warns Another Disappointing Earnings Report Is Coming

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Facebook wins US$2 billion suit against ‘like’ scammers

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TechInAsia: 7 Major Challenges Holding Back Tech Ecosystems Across Asia

Great article on Tech In Asia 1. “Asian internet businesses typically focus on home markets” 2. “Monetization is an uphill battle for many entrepreneurs” 3. “Online payment channels are fragmented and under-developed, hindering business” 4. “There is global demand for… Continue Reading →

Instagram推出影片上載功能

[vimeo http://www.vimeo.com/68765934 w=500&h=281] Introducing Video on Instagram from Instagram on Vimeo. 其他重要內容 It’s no accident Facebook made Instagram’s new videos exactly as long as a television commercial Instagram Video Vs. Vine: What’s The Difference? Instagram Launches 15-Second Video Sharing Feature,… Continue Reading →

Breaking: LinkedIn Forget To Pay For Domain Renewal

When I trying to visit LinkedIn this morning as usual, this screen come out… It seems like LinkedIn DNS has been hijacked, here’s an update from berg LinkedIn just got DNS hijacked, and for the last hour or so, all… Continue Reading →

Instagram準備推出短片產品

印象中,Facebook 推出新產品的 Track Record 不太理想。無論係 Graph Search,還是係 Facebook home,以 Facebook 的雄厚實力而言,至今 User Acquisition 的成績實在不及格。 換上 Instagram,表面上係不同的兩個 Internet Brand,內裡其實係同一家公司,結果又如點? 大家好快就知,因為這兩日,Instagram 好可能會推出短片產品,發佈地點係 Facebook 總部:
  • The new video product is something that the service said it was planning to do for two years now.
  • In a sense, video on Instagram is not a complete surprise. After the rise of products like Viddy and Socialcam last summer, many have expected some sort of mobile video offering from either Facebook or Instagram.
  • Facebook has gone after competitors in the past with varying degrees of success. Poke has been a spectacular flop. Same with the Quora-like Facebook Questions, and the very Foursquare-ish Facebook Places.
  • In other words, just because Facebook is aping your product, doesn’t mean you’re gonna get crushed.
read more on AllthingsD

印象中,Facebook 推出新產品的 Track Record 不太理想。無論係 Graph Search,還是係 Facebook home,以 Facebook 的雄厚實力而言,至今 User Acquisition 的成績實在不及格。 換上 Instagram,表面上係不同的兩個 Internet Brand,內裡其實係同一家公司,結果又如點? 大家好快就知,因為這兩日,Instagram 好可能會推出短片產品,發佈地點係 Facebook 總部: The new video product is something that the service said it was planning to do for two years… Continue Reading →

Android 新任主管 Sundar Pichai:我不認同以人為中心的策略(Facebook Home)

120206-CHROME-PORTRAITS-043edit-660x440 Sundar Pichai SVP, Chrome and Apps, Google Can’t it be confusing having two operating systems? It’s a world of multiple screens, smart displays, with tons of low-cost computing, with big sensors built into devices. At Google we ask how to bring together something seamless and beautiful and intuitive across all these screens. The picture may look different a year or two from from now, but in the short term, we have Android and we have Chrome, and we are not changing course. As Android’s new head, what do you see as the biggest challenge? I see huge opportunity, because it is just shocking how much of the world doesn’t have access to computing. In his book Eric [Schmidt] talks about the next 5 billion [the people on earth who aren’t connected to the internet who soon will be]. That’s genuinely true and it excites me. What does that mean when a company like Facebook comes out with Home, which changes that experience? To Mark [Zuckerberg], people are the center of everything. I take a slightly different approach. I think life is multifaceted: people are a huge part of it, but not the center and be-all of everything. Talk about Samsung.. Historically the industry has had long stable structures. Look at Microsoft and Intel. They were very codependent on one another, but it served both of them well. When I look at where computing needs to go, we need innovation in displays, in batteries. Samsung is a world leader in those technologies. Finally, you had a pretty full plate with Chrome and Apps, and now you’re handling the world’s biggest phone platform in addition. How are you managing? I have a secret project which adds four hours every day to the 24 hours we have. There’s a bit of time travel involved. source: http://www.wired.com/business/2013/05/exclusive-sundar-pichai-reveals-his-plans-for-android/

Sundar Pichai SVP, Chrome and Apps, Google Can’t it be confusing having two operating systems? It’s a world of multiple screens, smart displays, with tons of low-cost computing, with big sensors built into devices. At Google we ask how to… Continue Reading →

Facebook 增長速度下跌

剛發佈的Q1業績,顯示Facebook跟去年同期相比,用戶有所增長,MAU和DAU增加到1.1B及665M。 明眼人都知道,任何互聯網業務的用戶有增長是空話,因為如果一個網站用戶連「淨增長都做不到」,根本已是死亡的先兆,什麼投資價值都不用再談了。 從下圖可以看見,Facebook的增長速度實際上已經減慢和下跌中了:
FBGR1
AllThingsD: Daily active users as a percentage of monthly active users — usually a good sign of how engaged users are — is very slowly yet very steadily on the rise, at about 60 percent compared to 55 percent since Q1 of 2011.
Mark Zuckerberg 在回答 Instagram 策略的時候,亦將「增長」放於比「廣告」更優先的位置,箇中原因很明顯了吧~
Techcrunch: CEO Mark Zuckerberg said today during the company’s Q1 earnings call. Adding ads could end up stunting Instagram’s rapid growth. He said, more than once during the call, that Instagram is currently growing at a faster rate than FB did at the same age, and it now has 100 million users.

剛發佈的Q1業績,顯示Facebook跟去年同期相比,用戶有所增長,MAU和DAU增加到1.1B及665M。 明眼人都知道,任何互聯網業務的用戶有增長是空話,因為如果一個網站用戶連「淨增長都做不到」,根本已是死亡的先兆,什麼投資價值都不用再談了。 從下圖可以看見,Facebook的增長速度實際上已經減慢和下跌中了: AllThingsD: Daily active users as a percentage of monthly active users — usually a good sign of how engaged users are — is very slowly yet very steadily on the rise, at about 60 percent compared to… Continue Reading →

Facebook第一季業績:App Install Ad 是明日之星?

facebook-q113a Facebook Q1 業績公佈:
  1. Hit $1.46 billion in revenue up 38% from Q1 2012, beating Wall Street estimates of sales of $1.44 billion.
  2. FB reported earnings of $1.06 billion for the same quarter a year ago. Earnings per shared missed estimates, staying flat at $0.12
  3. Net income was up 7% to $219 million, versus $205 million a year ago.
  4. The amount of its 1.11 billion monthly users that returned daily, 665 million, was slightly better than last quarter.
  5. The percentage of Facebook’s total ad revenue that came from mobile surged to 30%, up from 23% last quarter.
重點:App Install Ads(Facebook推銷)
  • Facebook App Install Ads were the star of Facebook’s earnings call.
  • 3800 developers used the ads to drive over 25 million installs.
  • 40% of the top 100 iOS and Android app developers bought these ads in the last week of Q1 alone.
  • App Commerce to monetize traffics and communities.
人事變動:
  • Chief Accounting Officer David Spillane is leaving the company. Spillane had been the company’s revenue controller since 2008, overseeing growth and IPO. He is getting replaced by Jas Athwal effective May 10.
收入來源
  • Revenue from advertising was $1.25 billion, representing 85% of total revenue and a 43% increase from the same quarter last year.
  • Mobile advertising revenue represented approximately 30% of advertising revenue for the first quarter of 2013.
  • Payments (像 Zynga 社交遊戲那樣的 In-app purchase) and other fees revenue was $213 million for the first quarter of 2013.
最大疑問 ─ 產品
  • Facebook Home first 5 days download: 500,000 only
  • Graph Search 普及和使用情況?

Facebook Q1 業績公佈: Hit $1.46 billion in revenue up 38% from Q1 2012, beating Wall Street estimates of sales of $1.44 billion. FB reported earnings of $1.06 billion for the same quarter a year ago. Earnings per shared missed estimates, staying… Continue Reading →

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