July 27, 2010 at 11:40Google grows 4 times faster than Yandex
After the article “ Google in Russia earns 4 times less than Yandex ” I wanted to comment on this information. Especially the headline that Vedemesti in the original Google article measured against Yandex was more neutral.
What we have? Search market shares: 64.4% Yandex, 22.1% Google (Yandex is 2.9 times more).
Revenue from contextual advertising: 7.6 billion from Yandex to 2.2 billion from Google (an advantage of 3.45 times).
2.9 is only 15.6% less than 3.45 (as a basis we take a larger number, otherwise 18% will come out). It turns out, per 1 non-unique visitor, Google’s income is only 15% less than Yandex’s income . Quite a small number.
As you can see, even with the available data, it is easy to prove that the superiority of Yandex is very small. But the data itself does not shine with completeness and verifiability. There are a large number of influencing factors, uncertainties and assumptions:
• Google’s search share in Russia and the truth is, say, 22% versus 64% for Yandex. But the shares in contextual advertising (and this is not only a search, but also affiliate networks adSense and YAN) are somewhat different and they are not known to us.
• The number of advertisements shown per 1 search query may vary. Actually, it’s more profitable for Google to show less advertising on its pages in order to increase its share in the search market, but the profitability of Google’s LLC for big Google is not as critical as for Yandex its profit. On roem, Paul Hocken was already remembered when discussing this news.
• Revenue structures are not well understood. Yandex has Yandex.Money, but it seems to be a separate company. Ok, we’ll assume that 86% of Yandex’s revenue is derived from the context, as written. And Google, it turns out, all 2.2 billion from the context? Then where are the Google Apps, which is sold through resellers? And Google Checkout doesn’t work for us at all, i.e. those, albeit few, Russians who use it, work bypassing Google LLC.
• If a report from government agencies is taken for Google, then Yandex writes press releases on its own, surely something can be embellished in them?
These statements can probably be criticized, but this is only the first thing that came to mind. More important is another: it is easy to come up with other reasons to doubt the fidelity of the statistics of two companies that are not public. .
We sympathize with Google and want to say something good about him? Let's go further!
• The news said that " Russian Google’s revenue in 2009 increased by 57% compared to the previous year ." We look at the Yandex report and are amazed, its turnover for 2009 grew by only 14%. Divide 57 by 14, we get 4.07 times. Phenomenally! Google in Russia is growing more than 4 times faster than Yandex!
• Now recall that all of Google earned $ 23.6 billion in the same year of 2009 , comparable to Yandex 278 million and are terrified of the future of the Russian search engine: Yandex earned 85 (!!!) times less than its competitor in a year.
Do not get me wrong, I don’t dislike Yandex, on the contrary, I respect this company. I just wanted to show how you should relate to high-profile headlines and how silly it is to look at some statistics, forgetting about others.
PS Unfortunately, I couldn’t buy the Google report from SPARK-Interfax , the site issued
Unforseen error
Well, they saved 1,550 rubles.
4 times? Or 15%?
What we have? Search market shares: 64.4% Yandex, 22.1% Google (Yandex is 2.9 times more).
Revenue from contextual advertising: 7.6 billion from Yandex to 2.2 billion from Google (an advantage of 3.45 times).
2.9 is only 15.6% less than 3.45 (as a basis we take a larger number, otherwise 18% will come out). It turns out, per 1 non-unique visitor, Google’s income is only 15% less than Yandex’s income . Quite a small number.
Was there a boy?
As you can see, even with the available data, it is easy to prove that the superiority of Yandex is very small. But the data itself does not shine with completeness and verifiability. There are a large number of influencing factors, uncertainties and assumptions:
• Google’s search share in Russia and the truth is, say, 22% versus 64% for Yandex. But the shares in contextual advertising (and this is not only a search, but also affiliate networks adSense and YAN) are somewhat different and they are not known to us.
• The number of advertisements shown per 1 search query may vary. Actually, it’s more profitable for Google to show less advertising on its pages in order to increase its share in the search market, but the profitability of Google’s LLC for big Google is not as critical as for Yandex its profit. On roem, Paul Hocken was already remembered when discussing this news.
• Revenue structures are not well understood. Yandex has Yandex.Money, but it seems to be a separate company. Ok, we’ll assume that 86% of Yandex’s revenue is derived from the context, as written. And Google, it turns out, all 2.2 billion from the context? Then where are the Google Apps, which is sold through resellers? And Google Checkout doesn’t work for us at all, i.e. those, albeit few, Russians who use it, work bypassing Google LLC.
• If a report from government agencies is taken for Google, then Yandex writes press releases on its own, surely something can be embellished in them?
These statements can probably be criticized, but this is only the first thing that came to mind. More important is another: it is easy to come up with other reasons to doubt the fidelity of the statistics of two companies that are not public. .
Turn upside down
We sympathize with Google and want to say something good about him? Let's go further!
• The news said that " Russian Google’s revenue in 2009 increased by 57% compared to the previous year ." We look at the Yandex report and are amazed, its turnover for 2009 grew by only 14%. Divide 57 by 14, we get 4.07 times. Phenomenally! Google in Russia is growing more than 4 times faster than Yandex!
• Now recall that all of Google earned $ 23.6 billion in the same year of 2009 , comparable to Yandex 278 million and are terrified of the future of the Russian search engine: Yandex earned 85 (!!!) times less than its competitor in a year.
Epilogue
Do not get me wrong, I don’t dislike Yandex, on the contrary, I respect this company. I just wanted to show how you should relate to high-profile headlines and how silly it is to look at some statistics, forgetting about others.
PS Unfortunately, I couldn’t buy the Google report from SPARK-Interfax , the site issued
Unforseen error
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Well, they saved 1,550 rubles.