Google's Future Growth is Mobile and Social, are you focusing on this too?

Forbes has an article on how much Mobile and Social are fueling Google's growth.

Google's Earnings Show That Mobile And Social Are The Future

Trefis Team, Contributor

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Image via CrunchBase

Google reported its earnings for Q1 2012 on April 12, with gross revenue of $10.65 billion, up 24% year-on-year. ^[1] It also reported a significant jump in operating and net income, and the same ratio of traffic acquisition costs as a percentage of advertising revenues as in 2011 – 25%.

As a result of its push into mobile advertising, the cost-per-click dropped nearly 12% over last year, but there was a 39% growth in aggregate paid clicks, which led to a healthy increase in advertising revenues. We expect this trend to continue as mobile search advertising drives the next phase of earnings growth for Google while traditional online search advertising takes a backseat.

Note how traditional online advertising has taken a backseat.  This is like Microsoft having Windows and Office take a backseat to Mobile and Facebook-type products.

An interesting way to look at Google is how it's stock is valued.

Here is Microsoft for contrast.

Interesting that this same system shows Amazon's company value to have Kindle and AWS equal.

Time in a Data Center, a service for tracking time related events

GigaOm's Stacey Higginbotham has a post on a new service for time related events.

Meet TempoDB, a database startup with an eye for time

By Stacey Higginbotham Apr. 13, 2012, 9:28am PT No Comments

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TempoDB, a startup out of Chicago, has built a database-as-a-service offering specifically for time-series data. CEO and co-founder Andrew Cronk presented at the TechStars Cloud demo day earlier this week, and laid out the need for a specialty database for data that comes from thermostats, sensor networks, networking gear and other machines that spit out both values and times. But does the world (or the Internet of Things) need a specialty time-series database?

Time is a way to track events and supports a post analysis process, and it is interesting that a company has chosen to make time their main value proposition.

When I read this I thought of the song "Time in a Bottle".  If you could wind back time that would be worth using a cloud service.

Instagram's Mike Krieger Presentation on scaling its infrastructure with 5 employees

TechCrunch has a post on Instagram's founder Mike Krieger discussing its infrastructure.

How To Scale A $1 Billion Startup: A Guide From Instagram Co-Founder Mike Krieger

INGRID LUNDEN

posted 5 hours ago

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Instagram’s co-founders Kevin Systrom and Mike Krieger have been noticeably silent since their photo-sharing app Instagram was bought by Facebook earlier this week for $1 billion.

In the meantime there has been a lot written about that deal, from praise to backlash, parsing what it meansand why.

But if you’d like to hear a little (actually, a lot) about how Instagram got to where it did, read on.

Last night, Krieger gave a presentation at an Airbnb event for employees and members of the network, part of a regular series called the Tech Talk. The subject was “Scaling Instagram.”

The presentation is here with 185 slides.

The most interesting slides I found at the end.

Capacity Planning and Asset Management Panel Discussion at 7x24 Exchange, data center executives from Goldman Sachs, Microsoft, and Facebook

I am pleased to moderate a thought leadership panel at 7x24 Exchange Orlando on June 12. 2012.

10:30 A.M.
PANEL: Capacity Planning and Asset Management

Data Centers exist to provide the environment for IT assets to support the current and future needs of the business. This panel featuring capacity planning & asset management executives from Facebook, Goldman Sachs and Microsoft will discuss a range of topics from asset life cycle management, how the groups work with their data center teams for internal and external requirements to run their IT services, and best practices to consider adopting. Collaboration and knowledge sharing is required in companies to manage capacity, and this is a unique opportunity to hear from three innovators on a topic you’re all familiar with and is  essential for future data center services.

Moderator:

Dave Ohara
Data Center Meme
Green M3

Panelists:

Tamara Budec
Goldman Sachs

Amaya Souarez
Microsoft

Heather Marquez
Facebook

If you'll notice one of the things we were able to do is get executives from Goldman Sachs, Microsoft, and Facebook to discuss an important topic.  It just so happens all the panel members are women.  Women who own the issue of asset management in their data center operations.  I've had the pleasure of having conversations with each of these people and knew when we nominated the talk, who were the people working on innovative ideas.

I am looking forward to moderate a thought provoking session that will discuss an important topic that rarely gets discussed.

If you have specific questions you think the panel should address you can drop me a line at dave(at)greenm3(dot)com

Did a Fear Factor motivate Facebook's acquisition of Instagram?

It is interesting what people do when faced with their fears.  NBC's Fear Factor has made a reality show out of this fact.

Was Mark Zuckerberg's fear factor moment is what happens if Instagram continues its growth, cutting back on Facebook's traffic?

My assumption is Facebook has data that shows how many images showing up on Facebook are linked to Instagram images.  At the rate of growth of Instagram, Facebook can see what happens to its image traffic. With $50 million of new VC money Instagram with 13 employees can add more resources and expand.  Worse case before Facebook IPO, traffic shows a change in traffic due to Instagram's growth.  $1 billion is cheap to absorb your top competition before someone else does or Instagram figures out a business model that allows them to collect revenue.

Washington Post discusses parts of this idea in their article.

Was Facebook’s purchase of Instagram motivated by fear?

View Photo Gallery — Inside Facebook’s Calif. digs: It’s been a little more than a month since the social networking giant finished moving into its new headquarters in Menlo Park, Calif. On the 57-acre campus, employees can be found checking their e-mail while running on treadmills or talking on cellphones in telephone booths. Of course, they’re working, too.

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By Joshua Topolsky, Wednesday, April 11, 5:12 PM

It’s true — $1 billion really is cool. Just ask the guys at Instagram, who sold their mobile photo sharing app — along with their entire team (all 13 of them) — to Facebook for that astronomical figure this week.

One of the interesting speculations is the Instagram will move out of AWS to Facebook.  Can you imagine what it takes to move 33 million user accounts and data?

Another interesting data point is the Instagram user base is much younger than Facebook.

Instagram users are young and Facebook users are old

A new study shows that the two social-networking sites serve different age groups. Could this be one of the reasons why more people aren't celebrating the buyout?