Gmail accounts

Hi,

I know that some of you mught not have a gmail account. Please mail me at rodmig@gmail.com and I will sent you an invitation.

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Free T-shirt

I have just won a t-shirt from Google, from Bernardo Hernández Google Marketing Director in Spain, who was in our IMBA S4 class to make a brieft presentation on Google.

The question was: "How many Gmail users are there in the world?", and my answer was 50 million. It was right. I tryed to search the answer on Google, but it was not displaying on the first page so I tried the 50 million.... it was right.

Lucky day.

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Google Cartoon

"Google in cartoons"

Google want to be the answer of all our questions.

I got this cartoon from Blog Outer-Court

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Google vs. Yahoo

Some quick numbers on the financials of Google and Yahoo!

Sales (USD M) Market Cap Net income (USD M) Net Profit Margin
Google 6,138 101, 467 1,465 23,87%
Yahoo 5,257 46,421 1,896 33,77%

It interesting to see how Google has 29% less Net income than Yahoo and Google's market cap is 1,18 times bigger.

Definately investors are expecting and demanding higher growth rates from Google. Yahoo which was in the past the e-star, seems to be now lagging behing Google. Yahoo's Net Profit Margin is the highest among the comparable companies. So while Yahoo is still a good business, and Google is setting high expectations but yet it is to soon to judge. The truth is that they are constantly bring news to the market...

I would like to further explain the difference in the market caps. I am doing some research and posting it later

Source: Factiva.

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In an article from the Washington Post I have just found their answer to “How to make money from your Blog?”

They suggest that the main revenue streams might be:
1. Let google work for you
2. Play ad sales Executive (select the ads that appear on your blog)
3. Be the middleman (affiliate programs)
4. Pass the cup (accept donations from readers)
5. Sell Schwag (sell mugs, t-shirts, whatever with your blog logo)


Well this seems to me like the 90’s revenue streams that geeks used to rely on to make some money to take girls to the movies (and then the money wasn’t enough for the popcorns and they would just go with each other, no ladies around). Results: it did not work for the majority of webpage owners.

Making money out of a blog is not easy. The ones that are capable of it, are the A+ under the bell curve which means a couple of boys nowadays.

Technorati Tags: blogs, money

Skype and Ebay and Paypal: Seamless experience

What lead Ebay into paying $2,6 billion in cash and stoak plus $1,5 billion in by 2008 if it goes well?

In fact I think that, as we discussed in class, this acquisition has a strategic fit and this can be further explained at http://investor.ebay.com/downloads/050912ebay.pdf.

They illustrate how Ebay Paypal and Skype can create an unique customer experience see the product, Skype it over for details and Paypal it at the end.

In this presentation they mention that all the 3 businesses benefit mutually from each other.

Ebay clearly relies on the Internet usage growth as well as the market maturity level over the coming years, meaning that more users will buy and pay through internet.

There is also an interesting example of the Skype integrating in Ebay China

Worth looking.

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Group G - Photo

Hi guys

I am posting here the photo of our group.
I am having trouble in posting it under the profile on the blog side bar, i will try to talk tomorrow with Enrique to see if he can help.

Cheers
Rodrigo


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About the economics of the business

One may wonder how does skype makes money out of its free service!
The fact is that Skype Out is thr main revenue stream from Skype and in fact its revenues already tell something about the business.

Skype is making around $116 million a year (according to the Ebay Financial Statement, $24 million in the 4Q05). This means $320 k per day.

If we consider that the business is growing at some 175,000 users / day, the revenues should be growing at a really fast pace.

In order to get an order of magnitude of this numbers I will be posting peers comparisson late today, I will also try to see if I can find some Skype revenue projections.

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