{"id":384,"date":"2011-03-13T21:44:52","date_gmt":"2011-03-13T13:44:52","guid":{"rendered":"http:\/\/www.yuewei.net\/384.html"},"modified":"2011-03-13T21:44:52","modified_gmt":"2011-03-13T13:44:52","slug":"facebook%e8%bf%98%e6%b2%a1%e5%8a%a8google%e7%9a%84%e8%9b%8b%e7%b3%95%ef%bc%8c%e4%bd%86%e5%ae%83%e5%b7%b2%e8%99%8e%e8%a7%86%e7%9c%88%e7%9c%88%e4%ba%86","status":"publish","type":"post","link":"http:\/\/feeng.com\/blog\/384.html","title":{"rendered":"Facebook\u8fd8\u6ca1\u52a8google\u7684\u86cb\u7cd5\uff0c\u4f46\u5b83\u5df2\u864e\u89c6\u7708\u7708\u4e86"},"content":{"rendered":"

\u539f\u6587\u6807\u9898\uff1aFacebook Isn\u2019t Eating Google\u2019s Lunch Yet. But It\u2019s Getting Hungry\u2026<\/h3>\n

Facebook vs. Google is the best fight on the Web, but it\u2019s not exactly an even match, yet. Google, for instance, has a huge ad business. And Facebook is just getting started.<\/p>\n

Facebook\u5bf9\u51b3google\u662f\u4e92\u8054\u7f51\u4e0a\u6700\u7cbe\u5f69\u7684\u6218\u6597\uff0c\u4f46\u662f\u76ee\u524d\u5b83\u8fd8\u4e0d\u662f\u4e2a\u8fc7\u7a0b\u5e73\u5766\u7684\u5bf9\u51b3\u3002\u4f8b\u5982\uff0cgoogle\u6709\u4e00\u4e2a\u5de8\u5927\u7684\u5e7f\u544a\u4e1a\u52a1\uff0c\u800cfacebook\u624d\u521a\u521a\u8d77\u6b65\u3002<\/p>\n<\/p>\n

Citigroup\u2019s Mark Mahaney provides an update, via a survey from online ad buyer Efficient Frontier<\/a>, which surveyed its clients about their spending at both companies.<\/p>\n

\u82b1\u65d7\u96c6\u56e2\u7684\u9a6c\u514b\u00b7\u9a6c\u54c8\u901a\u8fc7\u4e00\u4e2a\u5bf9\u5e7f\u544a\u4e70\u5bb6\u7684\u6709\u6548\u8fb9\u6cbf\u7684\u7f51\u7edc\u8c03\u67e5\u5f97\u51fa\u4e86\u6700\u65b0\u4fe1\u606f\uff0c\u5b83\u8c03\u67e5\u4e86\u82b1\u65d7\u5ba2\u6237\u5728\u4e24\u5bb6\u516c\u53f8\u7684\u6d88\u8d39\u60c5\u51b5\u3002<\/p>\n

The takeaway: Advertisers spend around 6 cents on Facebook for every dollar they put into Google. Which sounds small, except that Google is huge and sold $29.3 billion (!) worth of ads last year. So that implies Facebook\u2019s 2010 ad revenues were nearly $2 billion.<\/p>\n

\u7ed3\u679c\u662f\uff1a\u5e7f\u544a\u5546\u5728facebook\u4e0a\u652f\u51fa\u5927\u7ea66\u7f8e\u5206\uff0c\u76f8\u5bf9\u4e8e\u4ed6\u4eec\u5728google\u652f\u51fa1\u7f8e\u5143\u3002\u8fd9\u542c\u8d77\u6765\u5f88\u5c0f\uff0c\u4f46google\u662f\u5de8\u5927\u7684\uff0c\u53bb\u5e74\u51fa\u552e\u4e86\u4ef7\u503c293\u4ebf\u7f8e\u5143\u7684\u5e7f\u544a\u3002\u56e0\u6b64\uff0c\u8fd9\u5c31\u610f\u5473\u7740facebook2010\u5e74\u7684\u5e7f\u544a\u6536\u5165\u4e3a20\u4ebf\u7f8e\u5143\u3002<\/p>\n

And if you\u2019re a Facebook bull, you think that means the really big stuff is still to come. Mahaney:<\/p>\n

\u5982\u679c\u4f60\u770b\u597dfacebook\uff0c\u4f60\u8ba4\u4e3a\u8fd9\u610f\u5473\u7740\u5b83\u771f\u6b63\u7684\u5f3a\u5927\u8fd8\u6ca1\u5230\u6765\u5462\u3002\u9a6c\u6c49\u5c3c\uff1a<\/p>\n

\n

\u2026 we think FB made 25-30% net margins. For context, in the year that Google generated $2B in Net Rev (2004), its Net Margin was 24%. In our opinion, Google\u2019s growth trajectory post 2004 could be a proxy for FB future growth rate \u2013 given what are similar growth end-markets in Internet advertising. Also, over the last several years, Google has expanded Net Margins to 40%+.<\/p>\n<\/blockquote>\n

\n

\u6211\u4eec\u8ba4\u4e3afacebook\u5c06\u53d6\u5f9725-30%\u7684\u51c0\u5229\u6da6\u3002\u5bf9\u6bd4\u4e00\u4e0b\uff0c2004\u5e74google\u4ea7\u751f\u4e8620\u4ebf\u7f8e\u5143\u7684\u51c0\u6536\u5165\uff082004\uff09\uff0c\u51c0\u5229\u6da6\u7387\u662f24%\u3002\u6211\u4eec\u8ba4\u4e3a\uff0cgoogle\u57282004\u5e74\u7684\u6210\u957f\u8f68\u8ff9\u53ef\u4ee5\u770b\u4f5cfacebook\u5c06\u6765\u589e\u957f\u7387\u7684\u53c2\u8003-\u9274\u4e8e\u5728\u7f51\u7edc\u5e7f\u544a\u7ec8\u7aef\u5e02\u573a\u589e\u957f\u7684\u76f8\u4f3c\u6027\u3002\u6b64\u5916\uff0c\u5728\u8fc7\u53bb\u7684\u51e0\u5e74\u91cc\uff0cgoogle\u7684\u51c0\u5229\u6da6\u5df2\u7ecf\u6269\u5927\u523040%\u4ee5\u4e0a\u4e86\u3002<\/p>\n<\/blockquote>\n

Reminder that Facebook\u2019s last funding round pegged the company\u2019s value at $50 billion, which means investors believe it will eventually be worth much more. Google\u2019s investors, meanwhile, think that company is worth $185 bilion<\/a>.<\/p>\n

\u63d0\u9192\u4f60\u4e00\u4e0b\uff1afacebook\u7684\u6700\u540e\u4e00\u8f6e\u878d\u8d44\u5c06\u516c\u53f8\u7684\u4ef7\u503c\u62ac\u5347\u5230500\u4ebf\u7f8e\u5143\u3002\u8fd9\u610f\u5473\u7740\u6295\u8d44\u8005\u8ba4\u4e3a\u5b83\u6700\u7ec8\u5c06\u4f1a\u6709\u66f4\u9ad8\u7684\u4ef7\u503c\u3002\u540c\u65f6\uff0cGoogle\u7684\u6295\u8d44\u8005\u8ba4\u4e3a\u516c\u53f8\u7684\u4ef7\u503c\u4e3a1850\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u539f\u6587\u6765\u81eaAll Things Digital<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\u539f\u6587\u6807\u9898\uff1aFacebook Isn\u2019t Eating Google\u2019s Lunch Yet. But It\u2019s Getting Hungry\u2026 Fac… <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[22,27],"_links":{"self":[{"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/posts\/384"}],"collection":[{"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/comments?post=384"}],"version-history":[{"count":0,"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/posts\/384\/revisions"}],"wp:attachment":[{"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/media?parent=384"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/categories?post=384"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/feeng.com\/blog\/wp-json\/wp\/v2\/tags?post=384"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}