Ori Cohen orico@skyrider

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Page 1 Ori Cohen [email protected]

description

Ori Cohen [email protected]. Today’s Separate Worlds. WEB. P2P. The site is the destination ( − ) Portal/vertical centric ( − ) Publishing vs. sharing orientation ( − ) Searches machines ( − ) Data collection is vertical ( − ) Centralized distribution costs - PowerPoint PPT Presentation

Transcript of Ori Cohen orico@skyrider

Page 1: Ori Cohen orico@skyrider

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Ori Cohen

[email protected]

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Today’s Separate Worlds

The network of users is the destination

(+) User-centric(+) Personal broadcasting & sharing(+) Searches users (+) Data collection is horizontal(+) Shared distribution costs

(−) Poor (although high usage) applications(−) Activity, users & architecture not commercialized(−) Disorganized, uncontrolled

The site is the destination

(−) Portal/vertical centric(−) Publishing vs. sharing orientation(−) Searches machines(−) Data collection is vertical(−) Centralized distribution costs

(+) Well developed, high value applications(+) Commercialization ecosystem(+) Organized and controlled

WEB P2P

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P2P Market Sizing - Application Downloads

All Time Downloads (MM)

Daily Downloads(000)

eMuleBitTorrentAzureusAres GalaxyDC++Shareaza

321150(1)

1451044538

420-

199721522

153-

732758

Annual Run Rate

(MM)

SoftwareRank

123456

Mo Unique Visitors (2) 6MM

Conversion(3) 50%

Mo Downloads3MM

Est Downloads (1) = 181MM

Total P2P App Downloads = 900MM

Downloads (MM)

1. Morpheus2. Limewire 3. iMesh4. BitComet5. BearShare

1681291144527

Software

Est Annual Run Rate (MM)

Total P2P App Downloads = 600MM

SourceForge.Net – P2P Downloads

Download.com – P2P Downloads Limewire.com – Site Downloads

(1) Company published figure.(2) Comscore, April 2007 data.(3) Skyrider estimate.(4) Skyrider estimate accounting for multiple apps per user, multiple downloads per user, such as upgrades and multiple machines.

• There have been an estimated 1.5-2Bn P2P client downloads in last 5 years

• At an estimated 7(3) downloads per user, results in approximately 250MM users

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P2P Market Sizing – Users and Searches

Daily NAmer

Gnutella

Daily Global

Gnutella

MonthlyGlobal

GnutellaeDonkey(

3)

TotalActivity

Searches

Unique Visitors

Searches/Visitor/Session

50MM(1)

13MM(1)

6(1)

100MM(1)

26MM(1)

8(1)

3Bn(1)

100MM(2)

8(2)

3Bn

100MM

8

6Bn

200MM

8

+ =

Gnutella

eDonkey

Total

• At 50% download completion rate on searches on these two networks, P2P files downloaded monthly is 1.2x than iTunes total paid download fulfillment since its inception in 2003.

• This Total activity analysis does not include Ares and BitTorrent.

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P2P Market Sizing – Benchmarking Activity

Daily Gnutella

Daily Yahoo(2)

Multiple Gnutella

/Yahoo

Top(3) Artist - AKON

Top 5 Artists

Top 25 Artists

All Searches

297,774

790,528

2,310,004

100MM

24,100

59,218

166,554

65MM(1)

13x

13x

14x

1.5x

• Monthly searches on eDonkey & Gnutella combined (6Bn) are 11% more than Yahoo! and Google monthly searches combined (5.4Bn)

(1) Source: Comscore, April data.(2) Source: Overture keyword bidding tool, except for all searches figure which is Comscore.(3) Top Artists in this column is top Gnutella artists as ranked by Gnutella search volumes.

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Web Engagement Measures

PVs/Usr/Mo

GaiaOrkutMySpaceFacebookBebo

Top 25 AvgCategory Avg(3)

873868660650376

345601

Social Networks

GaiaFaceBookPlentyofFishMySpaceBebo

Top 25 AvgCategory Avg

1,403793785587512

1,260764

12-34 Yr Old(2)

Sites(1) PVs/Usr/Mo

Sites

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P2P Search Marketing - Current

P2P CTR < Web CTR

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Evolution of P2P Advertising

• User-centric experiences and business models• Web-like advertising experience• Standard ad-units• Smarter, more compelling applications• Data-rich, data-run and data-monetized• No hidden users, no hidden activity, less hidden content

WEBAd.

P2P

Ad-basedmodels