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how much do they make on aws anyway? DO they make anything?
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Jan 31, 2015 19:58
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Mr Dog posted:how much do they make on aws anyway? DO they make anything? AWS is still extremely expensive compared to rolling your own servers, so probably Edit: I mean assuming you actually need a bunch of servers with power
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Jan 31, 2015 20:00
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ultramiraculous posted:i thought wall street was p ok with it and it was confusing the tech bloggers mostly? like there's a reasonable business underneath the r&d spending, and bezos is messaging that they could trim the r&d 'fat' at any time. i think after the fire phone debacle there's been some rumblings among the press that maybe amazon is losing focus and shoveling tons of r&d money into things so incredibly external to their core business that they have no real chance of making big money off them. things like aws and streaming video worked out well enough to keep the investors happy but now that they've started failing the investors aren't so prone to tolerating it
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Jan 31, 2015 20:02
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investors are just the worst
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Jan 31, 2015 20:04
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Mr Dog posted:how much do they make on aws anyway? DO they make anything? it's a couple billion in revenue, but they don't break down their expenses enough to work out profit specific to aws it makes sense, given how they originally sold the idea of AWS as excess infra they were reselling, leading some bloggers to describe it as ~pure profit~
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Jan 31, 2015 20:06
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Elder Postsman posted:investors are just the worst tbf so is amazon's entire consumer electronics lineup, with the exception of the kindle
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Jan 31, 2015 20:08
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kindle's a pretty huge exception
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Jan 31, 2015 20:13
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Mr Dog posted:how much do they make on aws anyway? DO they make anything? it's growing so fast i assume 100% of profit is plowed back into capex
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Jan 31, 2015 20:15
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[quote="ultramiraculous" post=""440968593"]it makes sense, given how they originally sold the idea of AWS as excess infra they were reselling, leading some bloggers to describe it as ~pure profit~ [/quote] yeah i don't think that was ever true. that's definitely how they framed it, but it didn't make sense even on day one. logically, almost any aws customer (who isn't using spot pricing) is gonna be subject to swings that match amazon's own swings -- consumer peaks on christmas, black friday etc, business peaks in q4 and q1 and so on
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Jan 31, 2015 20:15
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Nintendo Kid posted:kindle's a pretty huge exception well yeah. although i mean specifically the plain kindle, whatever gen that's at now. none of this kindle fire bullshit
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Jan 31, 2015 20:16
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FrozenVent posted:I think Facebook is turning a profit now? idk. yeah they're doing really really good and eating the gently caress out of google's lunch quick stats stolen from cnn: -1.4 billion monthly active users during the quarter, up 13% from a year ago. Nearly 1.2 billion of those people were using mobile devices to access the social network, up 26% over last year. -time that people spent on Facebook grew 10% compared top the prior year, -grew its headcount by 45% -managed to grow its profit 34% to $701 million in the fourth quarter of 2014. -advertisers paid  335% more for each ad purchased this past quarter than the price they paid a year earlier, sending profit higher. Meanwhile, Facebook made ads more scarce on its network. The number of Facebook ads served fell 67%, mainly due to the site's redesign of its right column.-overall sales rise 49% to $3.8 billion last quarter.
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Jan 31, 2015 20:17
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infernal machines posted:well yeah. its still funny how they're completely wrecking everyone except kobo, and kobo's merely hanging on due to presence in markets that had less amazon access.
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Jan 31, 2015 20:19
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Notorious b.s.d. posted:yeah i don't think that was ever true. that's definitely how they framed it, but it didn't make sense even on day one. yeah, basically if it was spot-pricing only it would make sense. even if you take the hourly rate as worst-case spot prices 24/7, that means they'd need to buy extra capacity for peak times anyway.
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Jan 31, 2015 20:19
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so basically they're still significantly growing their userbase while their ads are becoming more scarce but better targeted and effective. facebook is doing rly good
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Jan 31, 2015 20:19
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Necc0 posted:yeah they're doing really really good and eating the gently caress out of google's lunch 
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Jan 31, 2015 20:23
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Nintendo Kid posted:its still funny how they're completely wrecking everyone except kobo, and kobo's merely hanging on due to presence in markets that had less amazon access. kobo was bought and subsequently sold by the one and only surviving book store chain up here. heather reisman, who's business is ostensibly selling books, couldn't figure out what to do with it. now they're a lifestyle store that sells overpriced accents to yuppies. i have no idea who's doing what with kobo now, but they have an office around the corner from me still
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Jan 31, 2015 20:26
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kobo haram
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Jan 31, 2015 20:29
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Necc0 posted:so basically they're still significantly growing their userbase while their ads are becoming more scarce but better targeted and effective. facebook is doing rly good gotta wonder how much of that userbase growth is real facebook says its monthly active userbase is 1.23 billion, which is about twenty percent of the entire human population of the planet earth, and that its current daily active userbase is 757 million people, which is slightly more than the entire combined human population of all of europe. their total number of accounts (including inactive ones, fakes, and so on) probably outnumbers the entire human population by now
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Jan 31, 2015 20:34
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Main Paineframe posted:gotta wonder how much of that userbase growth is real the advertisers are paying for it so 
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Jan 31, 2015 20:36
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Main Paineframe posted:gotta wonder how much of that userbase growth is real it's really easy to get smartphones these days and Facebook is incredibly popular in india if the prc would stop being such a bunch of shits you could probably add another 100-200 million from china too
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Jan 31, 2015 20:43
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advretising on facebook is really really expensive but because you can target so well it's kind of worth it imho
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Jan 31, 2015 20:46
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i remain bearish on facebook. display ads are garbage bullshit. "brand engagement" is bullshit. it's double bullshit when you have to pay for it. google's core business that makes the billions is search advertising. show people ads about what they are already looking for. it harvests intent, that's what makes it so valuable. (their other ad business, display ads, has been in the dumps for years. declining revenue and profits every year, because lol display ads) facebook makes money of precisely targeting display ads. ads that are shown to you while you're doing something completely unrelated. "gee i just got on here to see my cousin's baby photos, but i guess i did want a mercedes benz" -- said no one, ever it doesn't even matter how good the targeting is because the inventory is poo poo. great, 99% of my ads were shown to the micro-audience for my product. aaaaand 0% of my audience actually looked at the ad, or clicked on it deliberately
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Jan 31, 2015 20:52
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banner ads were a multi-billion dollar business, once targeting was definitely not what killed'em
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Jan 31, 2015 20:53
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Necc0 posted:so basically they're still significantly growing their userbase while their ads are becoming more scarce but better targeted and effective. facebook is doing rly good they are incredibly dependent upon free to play app advertising though. the app makers have gotten quite good at targeting suckers and the cost per install rates for those ads have shot up. but then again that describes the whole mobile app environment right now so....
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Jan 31, 2015 20:58
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it's the retargeting that's the thing, not just randomly showing you pics of lawnmowers next to baby photos. it even gets around adblock now too, with promoted posts and poo poo. say you went on over to google and punched in "mercedes benz" because you saw the superbowl ad, the cookie on mbusa.com is all like "sup baby" and then a week later you haven't returned and mb is all "here's a ad in your feed for the new c series hatchback that you click on a bunch of times" try it with like amazon carts or other storefronts. put something in your cart and then ditch, and then watch it appear in your facebook 'suggested/promoted' posts thing inside of a week with a discount or something.
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Jan 31, 2015 20:58
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Beast of Bourbon posted:it's the retargeting that's the thing, not just randomly showing you pics of lawnmowers next to baby photos. yeah i just don't believe "promoted posts" are any different than banner ads, in the medium run this is dumb and boring advertising that people will learn to ignore. costs will fall as marketers realize they're not getting what they pay for Beast of Bourbon posted:say you went on over to google and punched in "mercedes benz" because you saw the superbowl ad, the cookie on mbusa.com is all like "sup baby" and then a week later you haven't returned and mb is all "here's a ad in your feed for the new c series hatchback that you click on a bunch of times" doubleclick was doing this 15 years ago. they are now an underperforming unit of google, with declining revenues there's never gonna be a secret sauce in display ads. they're just bad inventory. Notorious b.s.d. fucked around with this message at 21:03 on Jan 31, 2015 |
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Jan 31, 2015 21:00
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also lol mobile has anyone in history clicked a mobile ad on purpose facebook is even more vulnerable than google on this one. display ads are pretty poo poo on the desktop, they're not even lovely on mobile. they're just negligible. and guess where people mostly use facebook?
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Jan 31, 2015 21:00
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i will never click an ad unless i am fooled into doing so
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Jan 31, 2015 21:11
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the only ads I've ever clicked on purpose in recent times are spotify ads for more free music which sounded good
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Jan 31, 2015 21:22
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back to the India Uber thing... did she pay the $1 safe rides fee?
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Jan 31, 2015 21:25
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computer parts posted:it's really easy to get smartphones these days and Facebook is incredibly popular in india my point is that if facebook's userbase comprises about a fifth of the human population, and is growing at a much higher rate than the global population. if it continues to increase at current rates, then in ten years facebook will have five billion users. at some point either user growth is going to taper off, the fake accounts are going to outnumber the real accounts, or facebook is just going to start flat-out making up numbers the incentives are there, anyway, since the last time facebook reported slowing user growth (dropping from 3% to just 2%), their share price dropped by 10% despite the fact that it made more money than it expected. at some point facebook is going to literally run out of non-users to sign up, and then wall street will kill them for having negative growth
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Jan 31, 2015 21:29
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Notorious b.s.d. posted:i remain bearish on facebook. display ads are garbage bullshit. "brand engagement" is bullshit. it's double bullshit when you have to pay for it. These are pretty much my feelings. Also, didn't they basically do those studies a year or two back that showed the curve(s) of demographics, user wise? Basically that the normal 20-40 year old user base in the US was decreasing, while it was increasing in Europe (and maybe the rest of the world, I forget); numbers of older users were increasing, too. I imagine they're all just behind the initial curve and eventually everyone will stop using it except for old people who want to stay in touch.
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Jan 31, 2015 21:38
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triple sulk posted:These are pretty much my feelings. Also, didn't they basically do those studies a year or two back that showed the curve(s) of demographics, user wise? Basically that the normal 20-40 year old user base in the US was decreasing, while it was increasing in Europe (and maybe the rest of the world, I forget); numbers of older users were increasing, too. I imagine they're all just behind the initial curve and eventually everyone will stop using it except for old people who want to stay in touch. probably in terms of growth which makes perfect sense if you think about it
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Jan 31, 2015 21:39
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SplitDestiny posted:I once got in a cab and it smelled like poop so I got out and called a lyft It was you!! Lol
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Jan 31, 2015 21:42
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apparently companies are cutting their ad and marketing spend for this year's south by southwest. im not sure if it is a sign of pullback, a response to a saturated market where you have to spend obscene amounts of money to even have a chance of someone noticing you over the crazy stunt brand y is doing next door, or just because the city is going to be cracking down on events due to last year getting out of control. also users have successfully learned to tune out left side and right side search ads. it won't be too long before the ones at the top of the search listing state to see drop offs as well. companies mixing ads into their article links and content are playing a very dangerous game because if users associate those with ads (which I'm sure is already happening) they will just start to completely ignore them when they skim the page.
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Jan 31, 2015 23:00
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most content is ads anyway
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Jan 31, 2015 23:11
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theflyingexecutive posted:most content is ads anyway on television, that's ok. tv ads are actually good and entertaining (the first few times you see them) and they're at least a not-bad part of the television experience nobody has ever felt that way about the ads getting in the way of whatever bullshit they're reading. oh hey some totally extraneous text with a logo, glad i got to ~*~ engage that brand ~*~
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Jan 31, 2015 23:19
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triple sulk posted:These are pretty much my feelings. Also, didn't they basically do those studies a year or two back that showed the curve(s) of demographics, user wise? Basically that the normal 20-40 year old user base in the US was decreasing, while it was increasing in Europe (and maybe the rest of the world, I forget); numbers of older users were increasing, too. I imagine they're all just behind the initial curve and eventually everyone will stop using it except for old people who want to stay in touch. this is one thing that's really not so bad for facebook young people are useful as early adopters but they're kind of a lovely demo otherwise. little disposable income. no decision-making power over major spends at home or at work. facebook is going to stay strong in 25-54 and among moms, and those are really useful ad demos. facebook really has some loving fantastic demographics and gives advertisers the tools to precisely target them. now, if only they had any ad inventory worth poo poo -- edit: the real problem w/ facebook demos is the global problem. u.s users are worth a lot to advertisers. european users are worth some. the rest of the world? not all that relevant to people buying ad inventory on facebook. facebook is losing users in the u.s. and u.k. and gaining them in countries where the ad inventory isn't worth anything Notorious b.s.d. fucked around with this message at 23:29 on Jan 31, 2015 |
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Jan 31, 2015 23:23
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Notorious b.s.d. posted:on television, that's ok. tv ads are actually good and entertaining (the first few times you see them) and they're at least a not-bad part of the television experience TV ads are terrible and gently caress Hulu for not letting users pay to avoid them because it's run by TV people who want them to stick around forever
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Jan 31, 2015 23:29
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Notorious b.s.d. posted:this is one thing that's really not so bad for facebook there's value in reaching consumers in emerging markets go down to Africa or something sometime and count the billboards and poo poo also when china finally officially gets on Facebook... loving lol
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Jan 31, 2015 23:42
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