Thursday, 30 October 2014

YouTuber Zoella has 14.3m video views & 84m minutes of watch time a month

"14.3 million average video views monthly
Over 5.8 million subscribers
83.6 million minutes average watch-time monthly"
Source:  Case study from YouTube, January 2014
Note - I'm guessing that it's much higher now

35% of Malaysian internet users only access via Smartpnones



Source:  Data from Taylor Nelson Sofres and Google, reported in a blog post, 28th October 2014
Explore the data at http://www.consumerbarometer.com/

Wednesday, 29 October 2014

Facebook's revenue by segment, Q3 2014



Source:  Business Insider, 28th October 2014

Facebook had 456m mobile-only MAUs in Q4 2014



Source: Q3 2014 Earnings Charts from Facebook, 28th October 2014

Facebook has 1.35bn MAUs and 1.12bn mobile MAUs

"Third Quarter 2014 Operational Highlights
Daily active users (DAUs) were 864 million on average for September 2014, an increase of 19% year-over-year.
Mobile DAUs were 703 million on average for September 2014, an increase of 39% year-over-year.
Monthly active users (MAUs) were 1.35 billion as of September 30, 2014, an increase of 14% year-over-year.
Mobile MAUs were 1.12 billion as of September 30, 2014, an increase of 29% year-over-year.
Third Quarter 2014 Financial Highlights
Revenue - Revenue for the third quarter of 2014 totaled $3.20 billion, an increase of 59%, compared with $2.02 billion in the third quarter of 2013. Excluding the impact of year-over-year changes in foreign exchange rates, revenue would have increased by 58%.
Revenue from advertising was $2.96 billion, a 64% increase from the same quarter last year. Excluding the impact of year-over-year changes in foreign exchange rates, revenue from advertising would have increased by 63%.
Mobile advertising revenue represented approximately 66% of advertising revenue for the third quarter of 2014, up from approximately 49% of advertising revenue in the third quarter of 2013.
Payments and other fees revenue was $246 million, a 13% increase from the same quarter last year.
Costs and expenses - GAAP costs and expenses for the third quarter of 2014 were $1.81 billion, an increase of 41% from the third quarter of 2013. Non-GAAP information for 2013 has been updated to exclude amortization of intangible assets to conform to our current period presentation. Excluding amortization of intangible assets, share-based compensation and related payroll tax expenses, non-GAAP costs and expenses were $1.38 billion in the third quarter of 2014, up 39% compared to $992 million for the third quarter of 2013.
Income from operations - GAAP income from operations for the third quarter of 2014 was $1.40 billion, up 90% compared to $736 million in the third quarter of 2013. Excluding amortization of intangible assets, share-based compensation and related payroll tax expenses, non-GAAP income from operations for the third quarter of 2014 was $1.82 billion, up 78% compared to $1.02 billion for the third quarter of 2013.
Operating margin - GAAP operating margin was 44% for the third quarter of 2014, compared to 37% in the third quarter of 2013. Excluding amortization of intangible assets, share-based compensation and related payroll tax expenses, non-GAAP operating margin was 57% for the third quarter of 2014, compared to 51% for the third quarter of 2013."

Tuesday, 28 October 2014

Twitter had 284m MAUs, and 227m mobile MAUs in Q3 2014

"Third Quarter 2014 Operational Highlights
Average Monthly Active Users (MAUs) were 284 million for the third quarter, an increase of 23% year-over-year.
Average Mobile MAUs represented around 80% of total MAUs.
Timeline views reached 181 billion for the third quarter of 2014, an increase of 14% year-over-year.
Advertising revenue per thousand timeline views reached $1.77 in the third quarter of 2014, an increase of 83% year-over-year.
Revenue - Revenue for the third quarter of 2014 totaled $361 million, an increase of 114% compared to $169 million in the same period last year.
Advertising revenue totaled $320 million, an increase of 109% year-over-year.
Mobile advertising revenue was 85% of total advertising revenue.
Data licensing and other revenue totaled $41 million, an increase of 171% year-over-year.
International revenue totaled $121 million, an increase of 176% year-over-year.
International revenue was 34% of total revenue.
Net loss - GAAP net loss was $175 million for the third quarter of 2014 compared to a GAAP net loss of $65 million in the same period last year. GAAP net loss for the third quarter of 2014 included $170 million of stock-based compensation expense."
Source:  Twitter's Q3 2014 results, 27th October 2014
Earlier - 271m & 211m in Q2 2014

Monday, 27 October 2014

Music sales through iTunes 'have fallen by 13% in 2014'

"The music industry continues to evolve, but some bad news is reported by THE WALL STREET JOURNAL, which writes, "the growing availability of cheap music—from free videos and streams to $10-a-month unlimited subscription plans—is sapping demand for digital downloads at the world’s biggest seller of music, APPLE INC. Music sales at APPLE’s iTUNES STORE have fallen 13% to 14% world-wide since the start of the year, according to people familiar with the matter. The decline is stark compared with a much shallower dip last year. Global revenue from downloads fell 2.1% in 2013, according to the INTERNATIONAL FEDERATION OF THE PHONOGRAPHIC INDUSTRY."

Smartphone ownership overtakes non-smartphone ownership at age 9 for UK kids



Source:  Ofcom's Children & Parents:  Media Uses & Attitudes Report, October 2014

Amazon made a $170m write-down in Q3 2014 mainly relating to poor Fire phone sales

"Amazon said in a conference call following the release of a disappointing third-quarter financial report that it would take a $170 million charge “primarily related to Fire phone inventory valuation and supplier commitment costs.” Translation: The Fire phone has been a disappointment."

Friday, 24 October 2014

Mobile accounted for 23% of US digital ad spend

"Internet ad revenues climbed to an historic first half-year high of $23.1 billion, according to the IAB Internet Advertising Revenue Report released today by the Interactive Advertising Bureau (IAB) and prepared by PwC US. This marks a 15 percent rise over 2013’s first-half ad revenues of $20.1 billion.
Maintaining the positive trajectory, second quarter 2014 internet ad revenues rose to $11.7 billion, representing a 14 percent year-over-year increase, up from $10.3 billion in Q2 2013.
Highlights of the report include:
Mobile revenues increased 76 percent to 5.3 billion at HY 2014, from the $3.0 billion (15% of total) reported at HY 2013, with the 2014 six month total consisting of $2.7 billion mobile search, $2.5 billion mobile display, and $103 million in other mobile formats
Digital video, a component of display-related advertising, reached $1.5 billion, a 13 percent increase in revenue over the first half of 2013 at $1.3 billion
Search revenues in the first half of 2014 hit $9.1 billion, up 4 percent from $8.7 billion in the first six months of 2013
Display-related advertising revenues in the first half of 2014 totaled $6.5 billion, a 6 percent uptick from $6.1 billion in the first half of 2013, and accounted for 28 percent of digital advertising revenue overall
Social media revenues, which includes advertising delivered on social platforms, including social networking and social gaming websites and apps, reached $2.9 billion in HY 2014, a double-digital hike of 58 percent over the same period in 2013, at $1.9 billion
The top three advertising verticals continue to account for nearly half of advertising revenue (46%), including Retail at 21 percent, Financial Services at 13 percent and Automotive at 12 percent
“This report confirms the fact that brands are deepening their commitment to interactive advertising, and that mobile is seen as a crucial part of the marketing mix,” said Randall Rothenberg, President and CEO, IAB. “Moreover, with second half revenues traditionally surpassing those in the first half of the year, this milestone achievement is potentially a harbinger of even stronger digital ad revenues to come.”
“Mobile’s continued rise speaks to consumers’ increasing reliance on smartphones and tablets, whether on-the-go or at home,” said David Silverman, a partner at PwC US. “And, digital video too is seeing gains that reflect a new ‘viewing’ paradigm that is taking place on interactive screens, big and small.”
“Consumers living online is no longer the exception—It is the rule,” said Sherrill Mane, Senior Vice President, Research, Analytics and Measurement, IAB. “Digital screens have become vital tools at every juncture of the day. It is no surprise that brand dollars have followed this growing movement at a steady clip.”
Source:  IAB/PwC, 20th October 2014
Full report here

'Non linear' video accounts for nearly half of all video watched in US broadband homes

"New research from Parks Associates shows the average U.S. broadband household now watches more than 17 hours of non-linear video per week, compared to 11.5 hours of linear video. The research firm will examine the market for OTT services and streaming media devices at CONNECTIONS™ Summit at CES, January 6, during the session "Streaming Media Devices in the Video Ecosystem," featuring executives from NETGEAR, TiVo, Roku, Comcast, AT&T, and Amazon.
"Non-linear video accounts for 49% of the video consumed on the TV, and it is already the majority, 60%, of TV video viewed by consumers 18-24," said Barbara Kraus, Director of Research, Parks Associates. "Growing consumer demand, alongside new OTT service announcements from HBO and CBS, is driving all players in the video ecosystem to add streaming capabilities to their devices. Our streaming-media session at CONNECTIONS™ Summit will examine the expanding role of devices with streaming capabilities and the future balance of linear versus non-linear video viewing among connected consumers."
Parks Associates research shows consumers are also using connected CE for purposes outside video. Nearly 40% of U.S. broadband households that use the smart TV as their primary connected device regularly access and spend at least one hour per week using Facebook on this device."

iPhone & iPad users use an average of 7.3 apps in a month

"360 View:Mobility and the App Economy finds the Android ecosystem is larger in terms of users but that Apple's iOS ecosystem is more robust for app usage and expenditure.
The average iPhone user uses 7.3 apps on a monthly basis, compared to 6.2 apps for the average Android phone user.
iPhone and iPad owners use, on average, one more app per month than Android phone and tablet users, even though both segments download roughly the same number of apps per month.
iOS users also spend more, with 22% of iPad owners and 23% of iPhone owners spending $1 or more per month on apps. These differences in expenditure are a natural extension of higher incomes among iOS users.
4% of U.S. broadband households use both an iPhone and an iPad; 15% use both an Android phone and an Android tablet; 11% use one Android device and one iOS device.
70% of U.S. broadband households with a household income of $100,000 or more own both a tablet and a smartphone."