April 2012 nam Facebook Instagram over. De media rolden over elkaar heen om duidelijk te maken dat het Facebook van Mark Zuckerberg gek geworden was. Ik schreef er destijds een beschouwend artikeltje over. Eigenlijk was ik het stukje al weer vergeten tot ik vanmorgen dit artikel las. "Instagram ad revenue to double to $10.87bn by 2019, says eMarketer". Serieuze getallen voor een foto App. Vooruitblikken aan het einde van het jaar is leuk, terugblikken ook.
April 2012 "Papegaaien journalistiek over de waarde van Instagram".
In 2006 kocht Google video website Youtube. Het video bedrijf had toen iets van 100 miljoen videoclips op haar servers staan, ongeveer 20 miljoen maandelijkse bezoekers en geen verdienmodel van betekenis. Toch betaalde Google er het toen het ook belachelijke bedrag van 1.6 miljard dollar voor. Hoe anders staat de zaken er slechts vijf jaar verder in februari 2011 voor. Met 490.000.000. unieke bezoekers per maand die er aan tijd een equivalent van 325.000 jaar per maand doorbrengen is het dan al de tweede zoekmachine ter wereld. Natuurlijk zijn deze cijfers gedateerd maar ik gok dat die aantallen alleen maar zijn zijn toegenomen.
Ter vergelijking, eind 2011 hadden Instagram gebruikers al 400 miljoen foto’s geüpload, wat neer komt op 60 foto’s per seconde. De pas vorige week uitgebrachte Android-app werd dezelfde dag is al meer dan een miljoen keer gedownload. Instagram heeft weliswaar nog maar 30.000.000 accounts maar is al wel de leidende foto app. Foto’s zijn voor social media platformen als Facebook en Hyves de belangrijkste brandstof.
Misschien is Mark dus zo gek nog niet.
Facebook zal Instagram verder kunnen helpen waardoor Instagram de Youtube van de fotografie zou kunnen worden. Of een dergelijke visie een miljard dollar aan contanten en aandelen rechtvaardigt kan ik natuurlijk niet zeggen. Maar de wereld van het internet en de potentie van de social media laten zich vooralsnog niet vangen in de standaard benadering van het oude zaken doen.
Update 20 maart 2013.
"Barclay’s Paul Vogel pegged Instagram’s Q4 revenue at $276 million, and now projects that Instagram will “eclipse” $1.3 billion in 2016. In other words, the big revenue upside that Facebook just wowed Wall Street with is only going to get better next year". Barclays
Up-date 22 december 2014.
Instagram is worth $35 billion, according to Citigroup. When Facebook bought Instagram for $1 billion in April 2012, the price tag came as a shock to many. A little more than two years later, Citigroup said Instagram is worth $35 billion, a number that the bank called "conservative" in a research note on Facebook issued Friday.
It is another piece of good news in what has been a stellar 2014 for Instagram. The photo-sharing app recently hit 300 million active users, putting it ahead of Twitter. At $35 billion, Instagram would also be worth more than Twitter, which currently has a market cap around $23.3 billion. Citi's analysts added, however, that the valuation is speculative and dependent on efforts to generate more money from the app.
"While Instagram is still early in monetizing its audience and data assets, and its financial contribution to [Facebook] is minimal today, we believe that it is quickly gaining monetization traction, and would contribute more than $2bn in high-margin revenue at current user and engagement levels if fully monetized," Citi analysts wrote in the note.
Facebook has not been in a rush to fully monetize Instagram, rolling out its first ads in late 2013, and recently adding video ads. While Facebook has not disclosed how much money Instagram is generating, Citi's analysts said it could conceivably bring in $2.7 billion in 2015.
A Forrester Research study found that users are far more engaged on Instagram than other social networks, such as Facebook and Twitter. Facebook has become a particularly frustrating platform for marketers, as the site has scaled back how much reach brands can have on the site's News Feed.
Update 8-2-2016.
Facebook wouldn’t disclose exactly how much revenue Instagram generated, and Instagram’s contribution to Facebook’s top line is still just getting started. But it’s starting to have an impact. Facebook COO Sheryl Sandberg noted on the earnings conference call that 98 of the top 100 Facebook advertisers now also advertise on Instagram.
Pacific Crest Securities analyst Evan Wilson said that Instagram was likely one of the big factors in Facebook’s impressive increase in the fourth quarter’s ad “impressions,” which increased 29% year-on-year. This was the first time since Q3 2013 that total ad impressions increased on a year-over-year basis.
Barclay’s Paul Vogel pegged Instagram’s Q4 revenue at $276 million, and now projects that Instagram will “eclipse” $1.3 billion in 2016. In other words, the big revenue upside that Facebook just wowed Wall Street with is only going to get better next year.
Up-date 18-12-2017
Instagram ad revenue to double to $10.87bn by 2019, says eMarketer
Facebook's hold on the social media ecosystem won't loosen anytime soon according to research from eMarketer which predicts a thirds of social media users will use its site Instagram by 2021. Furthermore, it will double its current ad revenue by 2019.
The marketing company's data claims that 30% of all social media users across the world will be on Instagram in the next four years, a quarter increase of the 593.7 million users it boasted in 2017.
The group predicts that Instagram ad revenue will grow from $4.10bn in 2017 to $10.87bn by 2019. The app has borrowed features heavily from rival Snapchat, and some newsfeed quirks from Facebook, all acts that have helped deliver a clear service according to eMarketer analyst Cindy Liu.
Up-date oktober 2018
Facebook will soon rely on Instagram for the majority of its ad revenue growth
So far, Facebook’s acquisition of Instagram has been a total success — one of the biggest of the internet era. The app, which Facebook acquired for $1 billion in 2012, now has more than a billion users and should generate $8 billion to $9 billion in revenue this year, depending on whose estimate you use. Other achievements are harder to measure, like how Instagram reduced Snapchat as a strategic threat by cloning many of its features, and how it gives Facebook a connection to young people.
"While Instagram is still early in monetizing its audience and data assets, and its financial contribution to [Facebook] is minimal today, we believe that it is quickly gaining monetization traction, and would contribute more than $2bn in high-margin revenue at current user and engagement levels if fully monetized," Citi analysts wrote in the note.
Facebook has not been in a rush to fully monetize Instagram, rolling out its first ads in late 2013, and recently adding video ads. While Facebook has not disclosed how much money Instagram is generating, Citi's analysts said it could conceivably bring in $2.7 billion in 2015.
A Forrester Research study found that users are far more engaged on Instagram than other social networks, such as Facebook and Twitter. Facebook has become a particularly frustrating platform for marketers, as the site has scaled back how much reach brands can have on the site's News Feed.
Update 8-2-2016.
Facebook wouldn’t disclose exactly how much revenue Instagram generated, and Instagram’s contribution to Facebook’s top line is still just getting started. But it’s starting to have an impact. Facebook COO Sheryl Sandberg noted on the earnings conference call that 98 of the top 100 Facebook advertisers now also advertise on Instagram.
Pacific Crest Securities analyst Evan Wilson said that Instagram was likely one of the big factors in Facebook’s impressive increase in the fourth quarter’s ad “impressions,” which increased 29% year-on-year. This was the first time since Q3 2013 that total ad impressions increased on a year-over-year basis.
Barclay’s Paul Vogel pegged Instagram’s Q4 revenue at $276 million, and now projects that Instagram will “eclipse” $1.3 billion in 2016. In other words, the big revenue upside that Facebook just wowed Wall Street with is only going to get better next year.
Up-date 18-12-2017
Instagram ad revenue to double to $10.87bn by 2019, says eMarketer
Facebook's hold on the social media ecosystem won't loosen anytime soon according to research from eMarketer which predicts a thirds of social media users will use its site Instagram by 2021. Furthermore, it will double its current ad revenue by 2019.
The marketing company's data claims that 30% of all social media users across the world will be on Instagram in the next four years, a quarter increase of the 593.7 million users it boasted in 2017.
The group predicts that Instagram ad revenue will grow from $4.10bn in 2017 to $10.87bn by 2019. The app has borrowed features heavily from rival Snapchat, and some newsfeed quirks from Facebook, all acts that have helped deliver a clear service according to eMarketer analyst Cindy Liu.
Up-date oktober 2018
Facebook will soon rely on Instagram for the majority of its ad revenue growth
So far, Facebook’s acquisition of Instagram has been a total success — one of the biggest of the internet era. The app, which Facebook acquired for $1 billion in 2012, now has more than a billion users and should generate $8 billion to $9 billion in revenue this year, depending on whose estimate you use. Other achievements are harder to measure, like how Instagram reduced Snapchat as a strategic threat by cloning many of its features, and how it gives Facebook a connection to young people.
Vooruitblikken aan het einde van het jaar is leuk, terugblikken ook.
Tadek, om een goede vergelijking met Youtube te maken zou ik graag omzetcijfers van Youtube willen zien.
BeantwoordenVerwijderenWat ik ervan weet is dat Youtube, economisch gezien, een kat in de zak is geweest. Ex topman van Google Eric Schmidt heeft eens gezegd dat er een miljard teveel voor betaald is. Ook is het onderhoud van de site en het alloceren van bandbreedte is ongekend dure aangelegenheid.
Wat bezoekers betreft zit Youtube goed. Maar bezoekers leveren lang niet altijd geld op.
Ik ben dan ook van mening dat de overname Instagram slechts bedoeld is om de waarde van het aandeel Facebook op te krikken en niet om langdurig geld mee te verdienen.
Laten we eerlijk zijn; 1 miljard voor een app die eigenlijk slechts een filtertje over je foto plaatst, gaat helemaal nergens over.
Beste Bart. Voorop gesteld dat ik geen financieel analist ben. Ik vind het wel aardig om zaken een wat andere context te geven. Eric Schmid heeft dat inderdaad gezegd bij de aankoop van YouTube, niet in een later stadium. Misschien zag hij het zelf ook niet helemaal goed. Wat betreft getallen over Youtube daar is Google inderdaad niet scheutig mee. Maar een kat in de zak kan ik op basis van bijgaande getallen niet echt zeggen.
VerwijderenAnother YouTube Revenue Guess: $1 Billion in 2011
"Since Google releases almost no information about YouTube’s financial performance, the best we can do is make educated guesses. Here’s another one: The word’s biggest video site will generate over $1.1 billion in revenue by 2011, and Google will keep about $700 million of that. This estimate comes from Citigroup’s Mark Mahaney, who notes that the site continues to grow and that it is placing more ads on more videos".
http://allthingsd.com/20100305/another-youtube-revenue-guess-1-billion-in-2011/
Op de website kun je de cijfers achter de analyse van CytiBank zien. Die getallen lijken mij niet onaardig. Facebook kan dus wellicht ook iets met Instagram gaan verdienen.
Deze reactie is verwijderd door de auteur.
BeantwoordenVerwijderen