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Maybe a wrong way to view this, but Google does ~1,200B searches per year, market cap of ~650B. Assuming giphy does an average of 2 searches / user / day, that
by jdross 9y ago
Maybe a wrong way to view this, but Google does ~1,200B searches per year, market cap of ~650B.
Assuming giphy does an average of 2 searches / user / day, that's ~150B searches per year. Put another way, 1/8 of Google search volume.
I think it's reasonable to believe the average Giphy search can eventually monetize at > 1% of the average Google search query.
Especially if Gif searches sometimes have intent.
- mertd 9y ago> I think it's reasonable to believe the average Giphy search can eventually monetize at > 1% of the average Google search query. Not too sure about that. I don't search for gifs of anything I want to buy but I certainly google some of them.
- beager 9y agoI think that number one, your assumption about search volume is very hard to ascertain: do they have 200mm DAU? MAU? Total users? What's the total search volume per day? Is it ~450mm? Are all of those searches monetizable? Is the revenue per search on par with Google's? I think there are huge gaps to fill in before we can understand what the value of monetized search on Giphy is vis a vis Google.
- awj 9y ago> Especially if Gif searches sometimes have intent. ...they do? I'm not sure I've ever seen a Gif posted that was not a pithy reaction to a conversation. Seems kind of hard to come up with meaningful context from "spongebob nope".
- travisjungroth 9y agoSomething is off here. There is absolutely no way Giphy's search volume is 1/8 of Google's.
- throwaway91111 9y agoPart of giphy's problem is that its search is strictly worse than using google and filtering by "animated".
- dexterdog 9y agoGoogle has a few other parts to it's business