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February 02, 2007

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sufiy

Wisdom for 1.65 billion revealed: YouTube No Good and "Pipes are Clogged"

"All it means, that day when you can sell tons of Ads in copyrighted material taken for nothing with broadcast quality will never come, YouTube means CAPEX, more CAPEX, and some more CAPEX: blades, electricity without any business model yet. But Operational Cash flow already squeezed by rising Cost and slowing rate of revenue growth (margins are falling) will not allow to do it and already in Q4 we can witness when they Trimmed Capex just to keep Free Cash Flow above the water (flat with 2005 at least with MC/CFC=95 at 501USD)"
Google's TV chief:
http://sufiy.blogspot.com/2007/02/google-youtube-new-revelations-of.html

Neal S. Lachman

Misha,

You have a great theory there. I remember I read a magazine article last year wherein the author described exactly that strategy (minus the video search option). In that article he wrote that Google could be a on-stop-shop for media buyers, and to me that made lots of sense.

To become a real force in video-search advertising market, however, Google has to retain the audience (i.e. YouTube's users), which will prove to be their most difficult task if they keep heading in this direction.

sufiy

Finaly bottom fell out on this one, now wait for cockroaches to run out, they never live alone:

http://sufiy.blogspot.com/2007/02/google-if-you-are-still-wondering-about.html

sudipta

If YouTube gets as big as people want it to, it will definitely matter when companies like MTV, VH1, etc.. can’t produce anymore material because they can’t get compensation for it.

In that case, it’s even worse in the long run… YouTube isn’t some small file-sharing site where a few thousand people trade videos.

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