This is from the Seattle Times last week.  Credit Suisse analyst says  
YouTube will cost Google $470m.  Bandwidth costs them $360m, content  
rights cost them $252m, but sales from advertising are only $240m (um,  
"only").

Oops.

If YouTube and Google can't make it work, how the hell is anybody else  
supposed to?

Google is actually hurting the whole online video market by providing  
video as a free 'loss leader'?  While they can afford to prop up  
YouTube's failed business model by subsidizing their massive losses to  
the tune of half a billion a year, how can anybody else innovate  
sensible revenue models for online video?  The "Free" internet is a  
massive illusion.

http://tinyurl.com/c2akgl

*YouTube set to lose $470M; most ad spots going unsold*

According to a Credit Suisse analyst, the most popular video Web site  
— owned by the richest Web site Google — will lose $470 million this  
year because it sells advertising only on a fraction of its pages.

For a site that generates as much online traffic as YouTube, it would  
seem a no-brainer that profit is streaming in.

But according to a Credit Suisse analyst, the most popular video Web  
site — owned by the richest Web site Google — will lose $470 million  
this year because it sells advertising only on a fraction of its pages.

YouTube sells ads on less than 3 percent of the Web pages that could  
carry commercial messages, analyst Spencer Wang wrote Friday in a note  
to clients. To boost that percentage, Google needs to standardize ad  
formats and better demonstrate that ads on YouTube help sell products,  
he wrote.

Weakness at YouTube led Wang to cut his 2009 profit estimate for  
Google to $4.68 a share from $4.83, according to the report.

Google stock has fallen more than a third from its 52-week high last  
May, hurt by slowing growth in the online-ad market and by the decline  
in the broader stock market.

"Despite the growth of YouTube's user base, there is little evidence  
to suggest Google has been able to materially monetize this usage,"  
Wang wrote. "In light of the current ad recession, experimental  
budgets are being trimmed."

YouTube's sales will rise about 20 percent to $240.9 million this  
year, Wang estimated.

The company may spend $360.4 million for bandwidth to distribute its  
video, and $252.9 million to pay content owners for the rights to show  
their material, he wrote.

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