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Seems like all they'd have to do is add value to advertisers using the existing ad-word engine. The plan is always the same for any internet holding - build up
by GreenPlastic 10y ago
Seems like all they'd have to do is add value to advertisers using the existing ad-word engine. The plan is always the same for any internet holding - build up user base, then invest heavily in the advertising engine to add value for the true customer, advertisers. If you listen to FB conference calls, it's always "we want to build the service to over a billion users, then we'll work hard to create the ad engine to get advertisers as much value as we can."
- zzalpha 10y agoSure, but with flat lined subscriber growth and very low user engagement, it's very tough to build a revenue growth story built around ad revenues.
- GreenPlastic 10y agoWhy does everyone assume they need growth? I'd be plenty happy to have a company with a 2B revenue stream, call options on other assets in Fabric and Periscope and there's like 0 secular decline.
- angryasian 10y agopublic market demands growth, and people don't invest in stagnation
- JumpCrisscross 10y ago> I'd be plenty happy to have a company with a 2B revenue stream They're losing $500MM a year...
- saretired 10y agoYup. Plus they have negative 2 billion in retained earnings, a lot of long term debt, about 20% of total assets are goodwill and intangibles, and if they eventually have to do a stock offering to raise capital it will be a bloodbath for current holders.
- alttab 10y agoWhich is why it will end up in Bing.