REPORTARA BIEN GOOGLE ESTE JUEVES ?

[POROTUS]

Se acerca el dia del reporte de Google, que es el proximo Jueves, un dia antes del cierre de Opciones.

La pregunta sera, reportara bien????

Buscando imformacion encontre este tema que me deja mis dudas:

http://www.labolsalatina.com/foros/view ... =1&t=10225

Google (Nasdaq: GOOG) could lose nearly half a billion dollars operating online video site YouTube Inc. over the course of 2009, according to a research report issued by Credit Suisse .

In their "Deep Dive into YouTube" report issued Friday morning, Credit Suisse analysts Spencer Wang and Ken Sena arrived at that number by comparing the estimated revenues that YouTube pulls in versus the costs associated with running the wildly popular online video site.

Despite having a library of approximately 150 million to 160 million videos, analysts estimate that YouTube is only able to monetize about 3 percent of its video inventory.

Credit Suisse analysts attribute the lack of monetization in part to the legal liability that could come with placing ads against unlicensed copyrighted content. Advertiser hesitancy with placing ads up against the vast store of mainly user-generated content (UGC) on the YouTube site also limits the site's ability to monetize its library, as does lack of standardization in online video ad formats.

Although YouTube makes up approximately 41 percent of all videos viewed in the U.S., the site's ability to monetize its library of videos content remains a challenge. The analysts estimate that YouTube will bring in about $240 million in revenue in 2009, which will come mostly from homepage placement ads and in-video overlays and adjacencies.

Credit Suisse estimates that YouTube generates approximately $86.7 million a year on homepage placement ads, or about $7 million per month. In-video ads and banner adjancencies contribute another $87 million, according to the analyst estimates. Sponsored videos ($37.1 million) and sponsored links ($30.1 million) also contribute to YouTube's revenues.

On the cost side, Credit Suisse estimates that Google spends $711 million in operating expenses related to YouTube. Those costs include bandwidth, content acquisition, partner revenue shares, site overhead, and storage.

The biggest expense for YouTube is the incredible amount of bandwidth that it must pay for. Despite estimating that YouTube pays about half the lowest market rate for bandwidth, the cost of streaming 5 million videos a month adds up. Analysts place bandwidth costs associated with YouTube at about $360 million a year, or $1 million a day.

As YouTube ramps up the amount of premium content it serves, content acquisition is also becoming a serious cost for the site, with Credit Suisse estimating that YouTube will pay approximately $260 million in content acquisition costs in 2009.

YouTube's revenue share deals contribute an additional $49 million, according to Credit Suisse estimates, while general overhead -- sales and marketing, R&D, and G&A expenses -- are expected to set the company back about $24 million in 2009. Finally, the cost of storage for Google's content library, estimated at about 150 million to 160 million videos for a total of 5 petabytes, is estimated at $12.7 million a year.

While acknowledging that YouTube's operating loss is "(very) substantial," the analysts note that the site "remains at a nascent stage." The analysts also estimate that, despite the fact that YouTube is only generating revenues from 3 percent of videos, the videos that are being monetized are generally profitable.

As a result, they believe there is some hope for Google to make a profitable business out of YouTube by increasing the percentage of videos that are monetized through more content deals with media companies, improved detection of copyrighted material, increased advertiser demand, and improved ad effectiveness.


google, tendra grandes perdidas por Youtube, de casi 1 millon al dia.

En fin, Google siempre sera una sorpresa y no se si esta noticia la han hecho aparecer justo antes del reporte para agarrar las acciones mas baratas, pero de ser cierto, google estara en problemas

saludos