Wow, from comScore:
Google Sites Maintains Dominant Position
In July, Google Sites once again ranked as the top U.S. video property with more than 5 billion videos viewed (representing a 44 percent share of the online video market), with YouTube.com accounting for more than 98 percent of all videos viewed at the property. Fox Interactive Media ranked second with 446 million videos (3.9 percent), followed by Microsoft Sites with 282 million (2.5 percent) and Yahoo! Sites with 269 million (2.4 percent). Hulu ranked eighth with 119 million videos, representing 1 percent of all videos viewed.
____________________________________________________________ ________ Top U.S. Online Video Properties* by Videos Viewed
July 2008
Total U.S. – Home/Work/University Locations
Source: comScore Video Metrix
Property Videos Share (%)
(000) of Videos
Total Internet 11,425,890 100.0
Google Sites 5,044,053 44.1
Fox Interactive Media 445,682 3.9
Microsoft Sites 282,748 2.5
Yahoo! Sites 269,452 2.4
Viacom Digital 246,413 2.2
Disney Online 186,700 1.6
Turner Network 171,065 1.5
Hulu 119,357 1.0
AOL LLC 95,106 0.8
CBS Corporation 69,316 0.6
____________________________________________________________ ________ *Rankings based on video content sites; excludes video server networks. Online video includes both streaming and progressive download video.
Google can have all of the difficulties monetizing YouTube, they OWN the video space now.
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WatchMojo NewsletterI’m not sure the government’s desire to target the bull’s eye over Google’s back instead of MSFT has anything to do with it hating success.
I think it has more to do with Google’s brashness. As an entrepreneur, I respect Google for that confidence, but if I were in the Department of Justice and looked at anti-trust matters, you better believe that a company that does $17B in revenues, launches satellites in the sky and launches product upon product (successful or not) would raise some eyebrows.
In fact, conceptually speaking: Google’s efforts in launching free, Ad[Sense]-supported products is not all that different than MSFT’s bundling of products within Windows.
Regardless, the lesson here is simple: you sow what you reap, be it with your own government or with that of others.
So long as Yahoo! was a publicly traded, independent company operating in search, display and video advertising, investors would always trade it at a discount relative to Google (after stripping away the value of its Asian holdings).
One thing that kept the company’s multiples and stock afloat was the embedded acquisition premium. At a market cap of $30-40B, only one company really stood to acquire it: Microsoft. Considering, however, how brazenly Yahoo! spurned Redmond’s overtures, that premium vanished.
This is why, I think, the company is now trading below $25B. Sure, the economic headwinds don’t help… but that is secondary to the unique factors facing the company.
Now we hear that the Department of Justice is looking at pursuing Google - something we suggested all the way back in 2006 in Google is the 21st Century’s Answer to Microsoft and Standard Oil.
If the DOJ indeed takes this route, then it is highly possible that Google will simply walk away from the deal. Having totally rejected Microsoft, this would not automatically re-open talks for a merger or acquisition, though that remains an option. The question would then be: at what price? Surely not the $44.6B MSFT offered earlier this year.
This all begs the question: is YHOO’s downside risk large enough that more than one player (with smaller pockets) could suddenly become a potential acquiror?
Time will tell.
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