Lou kerner
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Transcript of Lou kerner
Lou Kerner@loukerner
Wall Street’s View on Social Media
People With Real Klout
Facebook Is “The Second Internet”
FB Technology “Step Functions”
• Feb 2004 – Facebook Introduced at Harvard
• Sept 2005 – Newsfeed introduced
• Sept 2005 - Massive user uproar
• May 2007 – Facebook open up API
• April 2008 – FB passes MySpace
• 2011 – Pace of innovation accelerating
FB Utility – The Social Layer
• Audience/Data Aggregation – 600mm+
• The Internet Passport – Social Sign On
• The Internet’s Ad Network
Social Ads Are Proliferating on FB
Social Ads Are Highly Impactful
The FB Social Layer
• Audience/Data Aggregation – 600mm+
• The Internet Passport
• The Internet’s Ad Network
• The Internet’s Wallet
• The Internet’s Deal Platform
• Social Search
Facebook is Driving Massive TrafficThe More Social the More Traffic
Source: Alexa, Oct. 2010
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Facebook is Driving Massive TrafficThe More Social the More Traffic
Source: Alexa, Oct. 2010
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The Social Media FrameworkFor Brands
Rapid Fan Page GrowthFacebook Fans
August Janaury CAGRYouTube 11,370,000 25,897,000 721.1%Coca-Cola 10,524,000 21,817,000 575.3%Starbucks 12,642,000 19,161,000 271.3%Oreo 8,562,000 16,322,000 470.4%Disney 5,711,000 15,976,000 1180.9%RedBull 7,701,000 14,836,000 482.4%Skittles 8,502,000 14,779,000 377.0%MTV 3,710,000 14,055,000 2445.1%Converse 4,741,000 12,334,000 992.1%V's Secret 6,238,000 11,048,000 394.3%
Total 79,701,000 166,225,000 583.7%Avg. Mo. Change 17,304,800
Innovation - Sponsored Stories
Status Updates
Become Advertisements
Local Businesses Leverage Facebook
Top 10 Facebook Fan Page Categories
Local Business , 17.6%
Interest , 10.6%
Musicians , 6.5%
Company , 6.3%
Public Figures, 5.9%
Nonprofit , 3.4%
Products Other , 3.0%
Music , 2.6%
School , 2.5%
Websites , 2.3%
Facebook Open Graph Available Data1 About Me Biographacial information input by the member2 Activities Activities noted by the member like reading or sleeping3 Birthday Day, month and year of birth4 Check Ins Where the user has checked in via Facebook Places5 Education Educational institutions attended6 Events Events posted on Facebook that have been RSVPd to7 Groups Facebook Groups that the member has joined8 Hometown Hometown as input by the member9 Interests Interests highlighted on Facebook like music or movies
10 Likes Includes everything a users has indicated they like by hitting the like button on Facebook or other websites
11 Location Information regarding current location if given12 Notes Notes the user has created on Facebook Notes13 Photos Photos the member has uploaded14 Photos tagged Photos the member has been tagged in15 Relationships Family and personal relationships noted16 Videos Videos the user has uploaded17 Website Webiste indicated as belonging to a user18 Work History Where the member has indicated they have worked19 Contact information Current address and mobile phone number
How Concerned Are You About Privacy on Facebook
41.2%44.9%
13.9%
36.0%
49.9%
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Not at all Somew hat Very
Sept '10 Nov '10Wedbush Securities Survey of 2,500 U.S. consumers
Like = Social Search Today
Social Media Advertising - Attribution Thru The Funnel
Source: Efficient Frontier
Facebook Shares Trading at $76B
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What Are The Risks To Facebook?
Zynga’s Cityville Is Already A Metropolis
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Cityville Frontierville
Twitter Is Growing Exponentially
The Open Graph 25
Internet Data Collectors
# Collector Type (Primary) % of Requests1 Google/DCLK Ad Server 16.5%2 comScore Measurement 14.1%3 Quantcast Measurement 8.0%4 Facebook Utility 4.4%5 Microsoft Ad Server 2.1%6 Yahoo Exchange 2.0%7 AOL Ad Network 1.7%8 Tynt Utility 1.7%9 Audience Science Ad Network 1.6%
10 Rubicon Yield Optimizer 1.6%
Source: Krux Digital
The Valley’s down on Google Search
People Are Happy With Search
Source: Rasmussen Report, Jan. 2011
Social Sign On (SSO) Share
Source: Gigya
Lou Kerner on Quora via Google
Google’s Boutiques.com
Battleground – Mobile OS
Source: Morgan Stanley
Battle Grounds – Browser
Dec '09 Dec '10 CAGRBrowser
IE 62.69% 57.1% -8.9%Firefox 24.61% 22.8% -7.3%Chrome 4.63% 10.0% 115.6%Safari 4.46% 5.9% 32.1%Opera 2.40% 2.2% -7.1%Other 1.21% 2.0% 66.1%
Battleground – Search
Comparing The BubblesVC Funding
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We’re Still In The First Inning of the Rise of Social Media
Live It
Slideshare.net/loukerner
VC Funding of Facebook Focused Social Media Companies in 2010
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