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市場調查報告書
大型網路企業技術創新及獲益策略:Web 2.0
Internet Giants 2.0 - From innovation to monetisation
| 出版商 |
IDATE |
| 出版日期 |
2007年09月 |
商品編碼 |
53556 |
| 內容資訊 |
英文 130 pages |
| 價格 |
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本報告已在2011年11月23日停止出版。
Abstract
Overview
Spurred in large part by the growing ubiquity of broadband, innovation
on the internet has never been healthier. The online giants (Google, Yahoo!,
Microsoft, eBay.....) naturally top the ranks for the most popular flagship
services, and are developing aggregation strategies for new
high-potential services (blogging, VoIP, video, mobile, etc.). Technological
innovation new products and services) is at the very heart of the internet
giants' strategies - all locked in a battle for audience, which has
led to the launch of a host of new services, to increasingly broad (sometimes
too broad!) diversification and to a very active mergers and acquisitions
policy.
Centred around community-centric applications, Web 2.0 has a major hand
in shaping the development of new services, which are generally dominated by
the internet giants. In less than two years, advancing in leaps and bounds Web
2.0 has become an unavoidable reality, enabling the rise of new major
players (MySpace, YouTube, Wikipedia, Facebook.....), while its guiding
principles are gradually shaping all other services and shaking up
internet industry balances (new audience measurement policies, new forms of
web browsing, etc.), as well as the comfortable positions of a few of the
dominant players. The internet giants are also having to contend more and more
with serious rivals from the media and telecom industries.
Monetising internet services is achieved chiefly through advertising.
This model naturally favours the dominant players, and justifies their
unending race to secure audience. The online advertising market is thriving,
benefiting from users' shift from other media (via display) and its capacity
to generate transactions around performance marketing (notably via
search engines). As it stands, however, advertising cannot finance everything,
which makes some players' business models very questionable. A host of
innovations (formats, platforms, segmentation tools) will nevertheless improve
the monetisation capabilities of certain services, while the internet giants
are now focused more on advertising innovations than on innovative
services. The battle between them is being waged over total audience and
advertising monies (rather than over each service) - a battleground which is
now extending beyond the web as they begin to build multi-platform
strategies.
Key questions
- Who are the web' s truly innovative players?
- What are the internet giants' innovation policies?
- How are they optimising audience building?
- What are the top Web 2.0 services?
- How are the internet giants positioning themselves in theWeb 2.0
environment?
- To what extent is Web 2.0 shaking up the internet industry?
- How is the online advertising market evolving?
- Is the ad-based business model viable for all services?
- What role for the internet in multi-platform strategies?
Who should read this report?
- Internet players
- Identify the overriding innovative trends in Web 1.0 and Web 2.0 services
- Assess the development of rival services
- Understand media companies' online initiatives
- Telecom operators (fixed and mobile)
- Understand internet companies' overall innovation strategy (services and
advertising)
- Analyse the opportunities for online monetisation through advertising
- Media companies
- Anticipate the internet giants' migration to multi-plat form strategies
- Identify the major trends in content and service consumption
- Assess online development opportunities
- Equipment suppliers (consumer devices)
- Understand the challenges of online distribution
- Track changes in the service market
- Investors and analysts
- Assess the overall state of competition between the internet giants
- Understand the true potential and the limitations of the Long Tail model
- Analyse the development of Web 2.0 and its monetisation potential
Table of Contents
1. Innovation' s role in the battle for audience and traffic
- 1.1. Consolidation around flagship services
- 1.1.1. Webmail
- 1.1.2. Search engines
- 1.1.3. Instant messaging
- 1.1.4. News and content
- 1.1.5. E-commerce
- 1.1.6. Practical services
- 1.2. Innovation via aggregation for new services
- 1.2.1. Blogging
- 1.2.2. Voice over IP (VoIP)
- 1.2.3. Video
- 1.2.4. Mobile services
- 1.3. Building audience and traffic
- 1.3.1. Aggregation
- 1.3.2. Partnerships.
- 1.3.3. Open model and the viral service
- 1.4. The battle for audience and traffic
- 1.4.1. Diversification with flagship services
- 1.4.2. Acquisitions
- 1.4.3. The limits of diversification
2. Innovation and Web 2.0
- 2.1. Development of Web 2.0
- 2.1.1. Principles of Web 2.0
- 2.1.2. Technological aspects
- 2.1.3. Growth of usage.
- 2.2. Web 2.0 innovation fuelled by start-ups
- 2.2.1. Social networks
- 2.2.2. Video sharing
- 2.2.3. Photo sharing
- 2.2.4. Music recommendations
- 2.2.5. Content ranking
- 2.2.6. Social bookmarking
- 2.2.7. Homepage personalisation, RSS feeds and widgets
- 2.2.8. Virtual reality
- 2.2.9. Other Web 2.0 services
- 2.3. Impact of Web 2.0
- 2.3.1. Undermining Web 1.0
- 2.3.2. New players, new threats
- 2.3.3. The battle of the Internet giants
3. Innovation in advertising and monetisation of audience and traffic
- 3.1. The online advertising industry
- 3.1.1. Shape of online advertising
- 3.1.2. Role of online advertising
- 3.1.3. Factors driving growth of the online advertising market
- 3.1.4. Internet companies' advertising models
- 3.1.5. “Traditional” online advertising formats
- 3.2. Limits of the online advertising model
- 3.2.1. Inventory and associated available services
- 3.2.2. Reach of the long tail
- 3.2.3. Incomplete formats
- 3.3. Innovations in advertising
- 3.3.1. New pricing schemes
- 3.3.2. New formats
- 3.3.3. New tools
- 3.3.4. New platforms
- 3.4. The battle for ad monies
- 3.4.1. Advertising industry consolidation
- 3.4.2. Impact on the service industry
- 3.4.3. Internet player strategies
Tables
- Table 1: 15 most visited Internet properties in January 2007*
- Table 2: Internet giants' positioning with respect to webmail
- Table 3: Internet giants' positioning with respect to search engines
- Table 4: Internet giants' positioning with respect to instant messaging
- Table 5: Internet giants' positioning with respect to news sites
- Table 6: Internet giants' positioning with respect to e-commerce
- Table 7: Internet giants' positioning with respect to practical services
- Table 8: Top blogging and personal page sites, excluding social networks
- Table 9: Internet giants' positioning with respect to blogging
- Table 10: Other leading examples of VoIP solutions on the fixed web
- Table 11: Internet giants' fixed, for-pay VoIP strategies
- Table 12: Leading examples
- Table 13: Internet giants' positioning with respect to mobile VoIP
- Table 14: Other online video offers created by start-ups
- Table 15: Internet giants' positioning with respect to video
- Table 16: Mobile Internet service offerings
- Table 17: Internet giants' positioning with respect to mobile services
- Table 18: Selection of partnerships with fixed and mobile operators for
flagship services
- Table 19: Internet giants' direct diversification through copycat services
- Table 20: Internet giants' main service-related acquisitions since 2004
- Table 21: Types of websites with the highest growth in number of UV
worldwide, between December 2005 and 2006
- Table 22: Top Web 2.0 sites
- Table 23: Social networks in number of page views in the US in September
2006
- Table 24: Market share of the 10 most popular social networks in February
2007 in the US
- Table 25: Selection of social networks
- Table 26: Internet giants' positioning with respect to social networking
services
- Table 27: Top 10 video sites in the US in February 2007
- Table 28: Streaming video market in the US
- Table 29: Other video sites
- Table 30: Internet giants' positioning with respect to video services
- Table 31: Top 10 photo sharing sites in Europe in July and August 2006
- Table 32: Other photo sharing sites
- Table 33: Internet giants' positioning with respect to photo sharing
services
- Table 34: Other music-centric sites
- Table 35: Internet giants' positioning with respect to music-centric
services
- Table 36: Other content ranking sites
- Table 37: Internet giants' positioning with respect to content ranking
services
- Table 38: Other social bookmarking sites
- Table 39: Internet giants' positioning with respect to social bookmarking
services
- Table 40: Examples of RSS feed aggregators
- Table 41: Top 5 homepage personalisation sites in January 2007
- Table 42: Examples of homepage personalisation services
- Table 43: Internet giants' positioning with respect to homepage
personalisation services
- Table 44: Examples of widget services
- Table 45: Internet giants' widget services
- Table 46: Other virtual reality services
- Table 47: Other Web 2.0 services
- Table 48: Media companies' online initiatives
- Table 49: Telcos' online initiatives
- Table 50: Internet giants' main Web 2.0 acquisitions
- Table 51: Forms of advertising
- Table 52: Main forms of online advertising
- Table 53: Advertising spending worldwide, by medium
- Table 54: Forecast growth of advertising spending worldwide, by medium
- Table 55: Growth of Internet usage around the world
- Table 56: Online video consumption
- Table 57: Revenue generated by online paid content and advertising in the
US
- Table 58: Internet giants' chief sources of revenue
- Table 59: Google revenue growth between 2003 and 2006
- Table 60: Per-user revenue in Q1 2007
- Table 61: Display revenue of the top 10 Internet players in the US in 2006
- Table 62: Internet players' ad-related acquisitions
- Table 63: Major Internet partnerships
- Table 64: Internet players' ad revenue
Figures
- Figure 1: Top applications by time spent
- Figure 2: Web services typology
- Figure 3: New webmail interfaces
- Figure 4: Share of online searches in the United States, by search engine
- Figure 5: Universal Search
- Figure 6: Search engine innovations
- Figure 7: Wikipedia home page, in French
- Figure 8: Yahoo! Answers
- Figure 9: MSN Messenger and innovations
- Figure 10: Google Finance
- Figure 11: eBay
- Figure 12: Virtual Earth
- Figure 13: Growth of the blogosphere
- Figure 14: Innovations from Skype: SkypeCast and click-to-call
- Figure 15: Example of a phone-to-phone service
- Figure 16: Yahoo!' s new mobile services
- Figure 17: Concentration of Google' s innovation efforts
- Figure 18: Yahoo! Pipes developer tools
- Figure 19: The end of Yahoo! Mixd
- Figure 20: Web 2.0 browsing
- Figure 21: Rate of participation on Web 2.0 sites
- Figure 22: Fox' s VOD channel home page on MySpace US
- Figure 23: Facebook homepage
- Figure 24: News Feed, an innovation for users..... and a platform for
advertisers
- Figure 25: NBC on YouTube
- Figure 26: Geotagging, new from Flickr
- Figure 27: A Last.fm page with sales links to Amazon
- Figure 28: Banner ad and sponsored links on the Last.fm US website
- Figure 29: Digg homepage with Google sponsored links at the top
- Figure 30: del.icio.us search results with contextual links on the right
- Figure 31: Netvibes
- Figure 32: The L' Oreal Paris ad in Second Life
- Figure 33: Internet leaders in terms of audience
- Figure 34: Advertiser spending in 2006
- Figure 35: Breakdown of media/non-media spending
- Figure 36: Advertising and buy cycle
- Figure 37: Different media' s share of advertising spending worldwide
- Figure 38: Forecast share of advertising spending worldwide for the
different media
- Figure 39: Average hours spent online per week in Europe
- Figure 40: Media consumption in Western Europe, by time of day
- Figure 41: Growth of the number of websites
- Figure 42: Advertiser and consumer media spending in the US
- Figure 43: Top 25 advertisers (off-line and online)
- Figure 44: Online ad revenue by type of advertiser in Q2 2006 in the
United States
- Figure 45: Revenue generated by paid online content in 2005 in the US, by
category
- Figure 46: Cyworld portal
- Figure 47: Forecast growth of market share for online ad formats in the US
- Figure 48: Evolution of CPM by type of display in France
- Figure 49: Cost per lead for non-media formats
- Figure 50: Users' brand expectations on search engines
- Figure 51: Forecast growth of market share for online classified ads in
the US
- Figure 52: Growth of revenue share for the world' s top online ad vendors
- Figure 53: Evolution of Google traffic acquisition costs
- Figure 54: Advertising industry organisation
- Figure 55: Advertisements on Windows Live Messenger
- Figure 56: Click-to-call on Google and eBay
- Figure 57: Web couponing
- Figure 58: Overlay in an online video and sponsorship
- Figure 59: Product placement in an online video
- Figure 60: Sponsorship: Intel on Digg and Nike on MySpace
- Figure 61: Sponsored links triggered by tags
- Figure 62: Advertisement for Google Analytics
- Figure 63: Examples of eye tracking on a webpage
- Figure 64: Audio Ads offer
- Figure 65: Google Print Ads
- Figure 66: Advertising offer in video games
- Figure 67: Impact of the Google search engine, according to KDDI
- Figure 68: Breakdown of spending by rate model
- Figure 69: Preferred advertising tactics
- Figure 70: Yahoo!' s strategy
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