Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

18.07.2016

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1 YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006 Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

2 2 РЕЗЮМЕ Youtube.com – найпопулярніший онлайн-відео сайт web 2.0, величезна мультимедійна бібліотека

100 млн файлів, безкоштовний сервіс, що дозволяє користувачеві завантажувати будь-яке відео, шукати за категоріями, дивитися і виставляти оцінки. Частка на ринку online video – 43% 13 — й самий відвідуваний сайт в світі 60% всіх перегляду відео в інтернет проглядаються на Youtube.com Компанія: приватна, заснована в лютому 2005 портал запущений в грудні 2005. Персонал – 60 чол. Головний офіс знаходиться в Palo Alto, California, USA Засновники: троє вихідців (27-30 років) з Pay Pal (типовий «стартап Силіконової Долини»), венчурний капітал отриманий від Sequoia Capital в сумі 11.5 mln USD Трафік: темп зростання-один з найвищих у світі (

150% за останні 3 місяці)

20 млн. унікальних користувачів в місяць, 11.2 pageviews/ user. Щодня завантажується 65 000 відео, середній час відвідування сайту – 17 хвилин. Портрет користувача: 18-49 років, географія – весь світ, чоловіків приблизно на 20% більше жінок Акціонери: Sequoia Capital, Chad Hurley, Steve Chen, Founder, Jawed Karim. Структура не афішується Інвестиційна можливість: Пропонується розглянути можливість придбання YouTube за $1,2-1.3 млрд. Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

3 3 ОГЛЯД РИНКУ: ТОП 20 САЙТІВ ПО ВІДВІДУВАНОСТІ В ІНТЕРНЕТІ Source: Alexa TOP 500 as for 11/09/06 Website www.yahoo.com www.msn.com www.google.com www.baidu.com www.qq.com – www.myspace.com www.sina.com.cn www.yahoo.co.jp www.163.com www.live.com www.ebay.com www.sohu.com www.youtube.com www.yahoo.com.cn www.microsoft.com www.wikipedia.org www.amazon.com www.orkut.com www.blogger.com www.google.co.uk Country Global China China (Asia?) Global China Japan China (Asia?) Global China Global China Global UK Main options Personalized content and search Dialup access and content provider Search Content and search Social network blogs Сontent search and Windows live search Auction Сontent and search Video sharing Сontent and search Microsoft content Free encyclopedia Сustomer-centric website Friends/dating search Blogs Search Online since 1995 1994 1997 1999 1995 1996 1998. 1997 1994 1995 1998 2005 1998 1991 2001 1994 2002 1999 Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

4 4 ІСТОРІЯ ЗРОСТАННЯ * Thnd visitors in each million of global internet users. Source: Alexa.com DAILY TRAFFIC, Thnd visitors / day* MySpace Google.com Yahoo.com Video.google.com From «0» to … 45 000 visitors / day 11.1 page views / user Average time of visit 17 min / user for 9 month (as for 11/09/06) Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

5 5 ІСТОРІЯ КОМПАНІЇ Компанія: типовий «стартап Силіконової Долини», приватна, заснована в лютому 2005 портал запущений в грудні 2005. Персонал – 60 чол. Головний офіс знаходиться в Palo Alto, California, USA Засновники: троє екс-співробітників (27-30 років) з Pay Pal (платіжна система). Венчурний капітал отриманий від інвестиційної компанії Sequoia Capital в сумі 11.5 mln USD Chad Hurley засновник і CEO До створення You Tube — одна з ключових фігур в PayPal, перший дизайнер користувальницького інтерфейсу 29 років, BA Indiana University of Pennsylvania Steve Chen засновник і CTO Екс-співробітник PayPal 27 років, University of Illinois at Urbana-Champaign (без міри) Jawed Karim засновник і радник Раніше працював в PayPal, IBM (Бостон), Silicon Graphics Inc. National Center for Supercomputing Applications (Champaign, IL), University of Minnesota Supercomputing Institute (Minneapolis, MN) 27-29 років, Магістр комп’ютерних наук Stanford University, бакалавр комп’ютерних наук University of Illinois at Urbana-Champaign Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

6 6 КОНКУРЕНТИ І СИНЕРГІЇ Конкуренти Google video (платні і безкоштовні сервіси) vSocial, iFilm, MetaCafe, Veoh, Outloud.tv, IFC Medialab and FBC V-Files інші сайти-клони You Tube Синергії Community sites MOBIX Pageviews per user серед конкурентів You Tube (середнє значення за 3 останніх місяця) Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

7 7 БІЗНЕС-МОДЕЛЬ Операційні витрати 0.9 – 1.3 млн. USD в місяць Потенційні джерела доходів –Реклама –Платне скачування відео контенту знаменитостей –Платне голосування через мобільний телефон –Платні послуги скачування на мобільний телефон –Платна реклама контенту оффлайнових ресурсів ( наприклад плата ТБ каналів за анонси та оголошення їх шоу ) Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

8 8 SWOT STRENGTHS Size First entry Brand Functionality STRENGTHS Size First entry Brand Functionality OPPORTUNITIES Development of a new generation TV platform No Board of Directors is likely to approve purchase of resource loosing cash without clear business model OPPORTUNITIES Development of a new generation TV platform No Board of Directors is likely to approve purchase of resource loosing cash without clear business model WEAKNESSES No clear business model Extremely weak revenue WEAKNESSES No clear business model Extremely weak revenue THREATS No real competitors same scale Legal issues/copyright THREATS No real competitors same scale Legal issues/copyright Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

9 9 NEXT STEPS Hire Investment Bank in NY approach to You Tube Develop a revenue generation plan Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

10 10 BACKGROUND Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

11 11 СЕРВІСИ Файли мультимедіа Перегляд Завантаження Обмін файлами Таги Користувальницькі функції Співтовариство Онлайн ТВ Голосування за кліп (файл) Рейтинги Пошук файлів Поєднання функціональності і соціальних потреб користувача: Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

12 12 БІЗНЕС-МОДЕЛЬ І ФІНАНСИ Бізнес-модель: advertising-based Поточний статус: модель advertising-based фактично не працює або перебуває в процесі становлення. Припущення: власники «жертвують» рекламними доходами для залучення якомога більшої кількості користувачів: Перша реклама з’явилася в березні 2006, на даний момент « активна » медійна реклама відсутня Фінанси: не афішується, швидше всього на даний момент виручка не покриває операційних витрат — імовірно, близько 1 mln USD в місяць Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

13 13 КОНКУРЕНТНЕ СЕРЕДОВИЩЕ Основні конкуренти Google video (платні і безкоштовні сервіси) vSocial, iFilm, MetaCafe, Veoh, Outloud.tv, IFC Medialab and FBC V-Files інші аналогові сайти — клони You Tube Pageviews per user серед конкурентів You Tube (середнє значення за 3 останніх місяця) Зараз 11.1 pageviews (11/09/06) Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

14 14 ПЕРЕВАГИ YOU TUBE ПЕРЕД VIDEO.GOOGLE 1.Побудований на моделі співтовариства 2.Кращий інтерфейс 3.Простота користування та обміну файлами 4.YouTube завантажується набагато швидше Google 5.YouTube відображає кількість переглядів 6.YouTube має персоніфіковану account систему (користувач має соціальний статус у т. ч. має можливість прославитися – аналог Live Journal) 7.Система пошуку більш функціональна 8.Результати пошуку автоматично відображаються випадкові 3 моменту кожного відео 9.Опція trackbacks в кожному відео 10. Опція: related videos Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

15 15 ПЕРСПЕКТИВИ РОЗВИТКУ Використання власної бази як найбільшої рекламної площадки. Потенційні рекламодавці. video & mobile producers, movie and music producers, internet access providers … і т. д. Використання власної бази як найбільшої рекламної площадки. Потенційні рекламодавці. video & mobile producers, movie and music producers, internet access providers … і т. д. Використання content — наповнення бібліотеки для створення нового медіа — бізнесу. новий TV канал з аматорським відео ( тематичні канали ) Введення платних сервісів для користувачів. додаткове редагування, mobile digital video та інше Спонсорські програми виробників техніки (content making and delivery producers: cameras, players, iPod … and mobile phone producers) Спонсорські програми виробників техніки (content making and delivery producers: cameras, players, iPod … and mobile phone producers) Найбільший світовий банк мультимедіа Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

16 16 СЕРВІСИ Youtube.com – найпопулярніший онлайн-відео сайт web 2.0, величезна мультимедійна бібліотека

100 млн файлів, безкоштовний сервіс, що дозволяє користувачеві завантажувати будь-яке відео, шукати за категоріями, дивитися і виставляти оцінки. Сервіси: перегляд, завантаження, обмін файлами, таги, спільнота, пошук файлів Компанія: приватна, заснована в лютому 2005 портал запущений в грудні 2005. Персонал – 60 чол. Місцезнаходження: Palo Alto, California, USA Засновники: троє вихідців (27-30 років) з Pay Pal (типовий «стартап Силіконової Долини»), венчурний капітал отриманий від Sequoia Capital в сумі 11.5 mln USD. Частка на ринку online video – 43% Трафік: темп зростання-один з найвищих у світі (

150% за останні 3 місяці)

20 млн. унікальних користувачів в місяць, 11.2 pageviews/ user. Щодня завантажується 65 000 відео, середній час відвідування сайту – 17 хвилин. 13-й самий відвідуваний сайт в світі 60% всіх перегляду відео в інтернет проглядаються на Youtube.com Портрет користувача: 18-49 років, географія – весь світ, чоловіків приблизно на 20% більше жінок. Бізнес-модель: advertising-based. Перша реклама з’явилася в березні 2006, на даний момент «активна» медійна реклама відсутня. Акціонери: Sequoia Capital, Chad Hurley, Steve Chen, Founder, Jawed Karim. Структура не афішується. Фінанси: не афішується, швидше за все виручка зараз низька, приблизні витрати — 1 mln USD в місяць. Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

17 17 PROFILE Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

18 18 GENERAL DATA Company: You Tube YouTube is popular free video sharing Resource, a consumer media company for people to watch and share original videos worldwide through a Web experience. Type: Private Founded:February 14, 2005 Headquarters: San Mateo/ Palo Alto, California, USA Key persons: Chad Hurley, Founder & CEO Steve Chen, Founder & CTO Jawed Karim, Founder & Advisor Employees: 60 (2006) Website: www.youtube.com Market share: 43% of online video market Foundation history: Founded by three early employees of PayPal and development immediately YouTube received funding from Sequoia Capital in November 2005 and the service was officially launched in December 2005. The domain name «YouTube.com» was activated on February 15, 2005 and the website was developed over the following months. The creators offered the public a preview of the site in May 2005, and six months later, YouTube made its official debut. The company’s humble beginnings in a garage and commitment to offering free services necessitated outside financial backing. In of November 2005, venture capital firm Sequoia Capital інвестувати an initial $3.5 mln; Source: You Tube, Nielsen NetRatings, Alexa, News.com additionally, Roelof Botha, partner of the firm and former CFO of PayPal, joined the YouTube board of directors. In April 2006, Sequoia put an additional $8 million into the company, which had experienced a boom of popularity and growth in just its first few months. Total shareholders investments 11.5 mln USD. User Profile Our user base is 18-49, spanning all geographies. With such a large and diverse user base. Men are 20% more likely to visit YouTube than women, with unique audience composition indexes of 113 and 88, respectively. Traffic At present, YouTube is one of the fastest-growing websites on the World Wide Web, and is ranked as the 13th most popular website on Alexa, far outpacing even MySpace’s growth. YouTube is currently serving 100 million videos per day, with more than 65,000 videos being uploaded daily. According to Hitwise, YouTube videos account for 60 percent of all videos watched online and people are spending an average of 17 minutes per session on the site.

20 mln unique users per month, pageviews per user — 11 Daily reach (mln visitors) MySpace You Tube Flickr.com Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

19 19 USER OPPORTUNITIES Source: You Tube Services: –Upload, tag and share videos worldwide. Video embedding, which lets users insert a YouTube video into MySpace accounts, blogs, or other Web –Browse millions of original videos uploaded by community members –Find, join and create video groups to connect with people who have similar interests –Customize the experience by subscribing to member videos, saving favorites, and creating playlists –Integrate YouTube videos on websites using video embeds or APIs –Make videos public or privateusers can elect to broadcast their videos publicly or share them privately with friends and family upon upload –By registering, users are able to upload and share videos, save favorites, create playlists, and comment on the videos. YouTube building is a community that is highly motivated to watch and share videos. The YouTube service is free and will be supported by advertising. What is YouTube. All services are completely free. Everyone can watch videos on on YouTubeboth YouTube.com and across the Internet. People can see first — hand accounts of current events, find videos about their hobbies and interests, discover the quirky and unusual. As more people capture special moments on video. The slogan «Broadcast Yourself» reflects the basic intent of the site’s creators: to provide for hosting videos. YouTube is a place for people to engage in new ways with video by sharing, commenting on, and viewing videos. YouTube originally started as a personal video sharing service, and has grown into an entertainment destination with people watching more than 100 million videos on the site daily. YouTube Community Users determine what is popular on the site, and can unleash their creativity and broadcast their talents to a global audience. YouTube is creating a community for personal video, musicians, amateur filmmakers and comedians, and professional content owners. Anyone can broadcast themselves creating by content and distributing it through YouTube. And the community decides what is popular through their ratings and comments. Unlike traditional broadcast channels, which have set windows for their programming, people can watch what they want, when they want on YouTube, focused on building the best user experience and the best platform for people to share their videos around the world. Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

20 20 WEBSITE NO BANNERS Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

21 21 COMPANY DESCRIPTION Business Model YouTube is pursuing advertіsіng as its business model and is exploring a range of possibilities including promotions, sponsorships, contextual-based advertising, traditional banner advertising, etc. The site’s bandwidth costs, which increase every time a visitor clicks on a video, may be approaching $1 mln a month. The company does not have a viably implemented business model. Advertisements were launched on the site beginning in March 2006. In April, YouTube started using Google AdSense. Market Size Internet optimists predict that online video, long-rumored to be the next big thing, is finally taking off: video generated $230 mln revenues in 2005 and will jump to $1.7 bn by 2010. In the meantime, the best play in Internet video may not be the companies that show off the clips, but the ones who deliver them to users’ PCs. The content-delivery business may be a $500 million a year business — twice the value of Internet video advertising and users fees — and is growing 25% per year. This presents a significant market opportunity for YouTube. Content Partners YouTube is a stage for traditional media companies, filmmakers, record labels, movie studios, comedians and more. In spite of having formed productive relationships with several major media companies, YouTube’s copyright controversies are still not over. TV journalist Robert Tur filed the first lawsuit against the company in summer 2006, alleging copyright infringement for hosting a number of famous news clips without permission. The case has yet to be resolved. Source: You Tube, IDC estimates You Tube Program Director YouTube implemented a 10-minute limit for video uploads in March 2006 to prohibit unauthorized videos from being uploaded to the site. Визнаючи проектів житлового that there are many legitimate content creators making videos over 10 minutes, we created a new program called YouTube Directors in April 2006. The service is set up for videobloggers, comedians, professional content producers, filmmakers, musicians, and anyone else making videos. Upon successful registration, YouTube Director accounts receive the following benefits: –logo on all video pages and profiles –Users’ own logos, company/organization URL, and description on all of their video pages –Ability to upload videos longer than 10 minutes –Customizable name & value fields for each video (ex: «Price: $4.25» or «Show Time: 9 pm PST») –Ability to attach a per-video URL to each YouTube video The Director program is completely free to legitimate, original content creators. Users must apply via the YouTube website to become a Director at www.youtube.com. Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

22 22 COMPANY DESCRIPTION: ADDITIONS Despite YouTube’s huge user base content library, and hit count popularity, it is still a very small company at the administrative level, staffed by only about 60 employees. This disproportionate ratio, and the measures taken to compensate for it, have resulted in some users finding YouTube to be a difficult experience. Many users have expressed frustration with the lack of administrative communication, active moderation, and technical support, among other complaints. Perhaps most prominently, the very nature of the site has sparked copyright debate from its inception, a problem compounded by its constant growth Accessibility issues On YouTube: Users may submit videos in several common file formats (such as.mpeg and.avi). YouTube automatically converts them to Flash Video (with extension.flv) and makes them available for online viewing. Flash Video is a popular video format among large hosting sites due to its tendency to be widely compatible. Outside YouTube: Each video is accompanіed by the full HTML codes for linking to it and/or embedding it within another page; a small addition to the code for the latter will make the video autoplay when the page is accessed. These simple cut-and-paste options are popular particularly with users of social/networking sites. Poor experiences have however been cited by members of such sites, where autoplaying embedded YouTube videos has been reported to slow page down loading time or even to cause browsers to crash. General concerns: Videos can be downloaded off YouTube’s website and viewed offline with various video player applications, however this may be a violation of copyright. Source: You Tube, IDC estimates Copyright infringement YouTube policy does not allow content to be uploaded by anyone not permitted by copyright law to do so, and the company frequently removes uploaded infringing content, but a large amount of it continues to be uploaded nonetheless. Generally, unless the copyright holder reports them, YouTube only discovers these videos via indications within the YouTube community through self-policing. The primary way in which YouTube identifies the content of a video is through the search terms that uploaders associate with clips. Some users have taken to creating alternative words as search terms to be entered when uploading specific type of files (similar to the deliberate mіsspellіng band of names on MP3 filesharing networks). For a while, members could also report one another. The service offers a flagging feature, intended as a means for reporting questionable content, including that which might constitute copyright infringement. However, the feature can be subsceptible to abuse; for a time, some users were flagging other users’ original content for copyright violations, purely out of spite. YouTube proceeded to remove copyright infringement from the list of offenses flaggable by members. Community censorship model YouTube does not have a centralized model for monitoring the content of videos uploaded to the site, instead relying on a «YouTube user community» to handle the task. Votes counted against a video cause it to be blocked or marked «inappropriate.» While seemingly sensible, videos that contain nothing other than an unpopular point of view or similarly nonsensical transgressions are flagged regularly and are more difficult to view for most visitors as a result. Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

23 23 YOU TUBES ONLINE VIDEO MARKET SHARE IS 43% Key You Tubes advantages (comparable to Google Video) YouTube was constructed with a community in mind YouTubes user interface is vastly better YouTubes viral functions. Share this video and tell a friend are смішного easy. YouTube videos always load and play faster than Google videos. YouTube displays the number of times each video has been played. YouTubes user account system is more robust. YouTubes search functionality is vastly better than Googles. YouTube displays three random images from each video for search returns. YouTube displays trackbacks to each video. YouTube helps users find the obvious: related videos. Other players: Yahoo, Google, AOL, Sturt-ups: Brightcove, VideoEgg, Grouper, Revver and You Tube Online video has become a very hot area of investment for venture capitalists. VideoEgg is jockeying for attention amidst a large crop of startups like Brightcove, Grouper, Revver, and YouTube. The startups are all taking different approaches to putting video online. While Grouper and YouTube are going after the «funniest home video crowd» in an effort to develop a destination site, VideoEgg is aimed at bloggers and others who are interested in having their video viewed from their own site, and not someone else’s Source: Technorati & IceRocket the most important and the biggest and real difference made factors * * Daily reach (per million) – частка користувачів (xx тисяч) у кожному мільйоні інтернет-користувачів світу, які щодня відвідують сайт. Alexa.com має дослідну базу світових інтернет-користувачів, які є основою досліджень і вважає цю базу достатньо репрезентативною, щоб екстраполювати результати своїх досліджень на світовий інтернет. Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

24 24 VALUATION Source: You Tube, IDC estimates, traffic-tracking firm Hitwise, News.com, Alexa YouTube’s potential market value in an acquisition is pure speculation and YouTube may be worth from 600 mln to 1.5 bn USD Comparable deals (inside the social network websites): Sony has agreed to pay 65 mln USD for video-sharing site Grouper with less than a 1% market share, prompting speculation about the value of bigger sites such as YouTube… You Tube has 43% News Corp.’s acquisition of MySpace (Intermix Media) for 580 mln USD. Potential acquirers Sony Corp. News Corp. Video delivery companies and online content aggregators Probable You Tubes development scenario: to maximize traffic growth IPO sale of the company at the raising stage (max. price) You Tube can be a great AD platform: Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

25 25 ПРОГНОЗ ЗРОСТАННЯ * Thnd visitors in each million of global internet users. Source: Alexa.com ЩОДЕННИЙ ТРАФІК, тис. відвідувачів / день* MySpace YouTube.com MySpace: Optimistic Traffic growth CAGR Jan06-Aug08 — 169% Concervative Traffic growth CAGR Jan06-Aug08 — 78% Revenues 2006$180-200 mln 2007$413-500 mln 2008 Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

26 26 USER PROFILE Source: Nielson / NetRatings June 06 Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

27 27 KEY PERSONS Chad Hurley, Founder & CEO, (29) Chad was the first user-interface designer at PayPal, where he played a fundamental role in the early development of the payment service. He designed the first PayPal logo, which is still used today. Following the eBay acquisition, Chad consulted for several technology companies as well as for the producers of the hit movie Thank you for Smoking. He received a B. A in Fine Art at Indiana University of Pennsylvania. Steve Chen, Founder & CTO, (27) To be added …. Jawed Karim, Founder & Advisor To be added …. Education: Stanford University, University of Illinois at Urbana-Champaign Source: You Tube Sequoia Capital Since 1972, Sequoia Capital has provided startup venture capital for very smart people who want to turn ideas into companies. As the «Entrepreneurs Behind the Entrepreneurs,» Sequoia Capital’s Partners have worked with innovators such as Sandy Lerner and Len Bozack of Cisco Systems, Jerry Yang and David Filo of Yahoo. Gaurav Garg of Redback Networks, Larry Page and Sergey Brin of Google, Dan Warmenhoven of Network Appliance, T. J. Rodgers of Cypress Semiconductor, Lou Tomasetta of Vitesse Semiconductor, Steve Jobs of Apple Computer and Larry Ellison of Oracle. The companies organized by Sequoia Capital account now for about 10% of the value of NASDAQ. To learn more about Sequoia Capital visit www.sequoiacap.com Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

28 28 BACKGROUND: VIDEO SHARING MARKET PLAYERS Source: Alexa TOP 500 Appeal: Easy-to-use video uploading and remixing. Interface: Bright and colorful. Tagging, forums, groups. Not a lot of community features. Editing: Trim beginning and end, reorder clips on a timeline, music and add photos. Sharing: Post to a group, invite a friend to the service (but not directly to your clip). Verdict: Uploading straight forward and painless. But: 25MB filesize limit too small. Mashup features fall short of Grouper’s «groovies,» and it’s not even in the same ballpark as Jumpcut when it comes to mixing and editing. Not a lot of reason to use Eyespot, in its current incarnation. Appeal: It’s Google. Interface: Typically clean and sparse Google layout. Uploading requires you download the Google Video Uploader. Allows you to add plenty of metadata, including a transcript. You can monetize your content by assigning a sale price to each clip (you can also give a users «day pass,» giving them access to the content for a limited time, but not ownership). Editing: None. Sharing: See below. Verdict: Google Video requires a «video verification» process, where your submission is reviewed to ensure it conforms to Google’s technical standarts and legal policies. This process «may take several days» so check back for an. Appeal: YouTube with a file-sharing application built on top. Interface: For full functionality, requires an application download. Windows Media Player-based (converts other formats). Ratings, tagging, groups, RSS feeds. Editing: Create mashups of your videos and photos, set to music («groovies»). Sharing: Post direct to myspace, friendster, eBay. Download to hard drive, iPod. Verdict: «Groovies» are easy to create and could be very popular. But: File-sharing application seems half-baked (and is undifferentiated from existing options). «Groovies» will prove much more popular if they can be built online without having to download the app. E-mail registration system was a pain; had to do it twice to get confirmed. After several hours, my file was still unavailable, as the service was still «upload processing.» Appeal: Create, edit, and remix video online. Interface: Slick interface feels more like an application than a web page. Scales all videos to a larger than size other sites, but videos don’t autoplay and there is no indication of what portion of the video has already been downloaded. Editing: Bar-none the best editing options of the bunch. Splice your footage, reorder the shots, add music, photos, transitions, even effects- think iMovie in an online interface. Very, very slick. Sharing: Email to a friend, embed in a web page (worked flawlessly in WordPress). Verdict: Playing with Jumpcut’s features, you immediately understand that the future of online video is here. No current competitor can touch it. But: Get too effects crazy and your video slows down. Jumpcut doesn’t re-render your files with every remix-which leaves the original video quality intact-but playback of edited files is not perfectly smooth. Don’t throw out iMovie just yet. eyespot.com video.google.com grouper.com jumpcut.com Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

29 29 BACKGROUND: VIDEO SHARING MARKET PLAYERS Source: Alexa TOP 500 Appeal: «The Global Home for Grassroots Media.» Interface: Slow, confusing, and messy. Requires an Internet Archive account, and the integration of the two services is convoluted. Keeps your content in its native format, which is both good and bad-it doesn’t recompress your video, but it requires its users to have several different players installed correctly. Creative Commons licenses built-in. Editing: None. Е Sharing: RSS feeds, email to a friend, direct link to files from your own site. Verdict: Going forward, a good place to upload your media if it is socially — conscious or activist by nature. Also works as an online repository for video/audio storage. But: One of the most difficult sites to upload video to. Current «alpha» version falls far short of potential-wait for the next version. Appeal: Lets you painlessly upload video of any format to the web and post it to other sites or share it with friends. Interface: Requires you download an application in order to upload. The download seamlessly embeds in your browser to give you drag-and-drop functionality. Editing: Basic trimming of the beginning and end points. Sharing: Post direct to eBay, Blogger, and Typepad. Creates a simple URL, lets you email the video, and gives you javascript and html code for embedding in your own pages. Verdict: Painless experience. If you only need to post and video share with friends, Videoegg just works. Flash 8 video quality is pretty decent. But: Video ставимося’t embed properly in other pages (WordPress). Appeal: YouTube with monetization-if people watch your video (and the embedded ad), you get paid 20% of what the advertiser pays Revver. If they click on the Revver link at the end, you split the proceeds 50/50. Interace: Quicktime-based. Requires you to download a client for uploading content. Tagging, emailing, rating, playlisting. Editing: None. Sharing: See below. Verdict: Offers a unique revenue-sharing model that may appeal to content owners and producers. But: Uploading process is convoluted (the promised drag-and-drop functionality was nowhere to be found). After trying to upload my file using the Revver client twice, my video was still listed as «unavailable.» I later received an email from Revver stating that my submission may contain unauthorized material that requires clearances-which is true. Because Revver and Google Video are the only sites in this roundup that let you monetize your content, we’ll be back with an update comparing the two. Appeal: Flickr for video. Interface: Nice and clean, uses a flash wrapper to play native formats. No download required, simple and easy uploads. Tagging, commenting, voting. Nice player with a volume control and no burned-in logo. Editing: None in the current version. Sharing: Post to Flickr, send to delete.icio.us, download original file, embed in your MySpace profile blog or, create an RSS feed. Verdict: Good video quality. Embedding the video in WordPress worked flawlessly. But: Light on community features, weekly and storage cap of 20 megs is too limiting. ourmedia.org videoegg.com revver.com vimeo.com Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

30 30 BACKGROUND: VIDEO SHARING MARKET PLAYERS Source: DVGuru rating (portal) Appeal: «The fastest, easiest way to upload, watch and share your favorite video clips.» Interface: All Web 2.0’d-out. Big fonts, AJAX, tagging, rating, reviewing, RSS feeds, creative commons licenses. Editing: Offers «edit this video» functionality, which I couldn’t test (see below). Can also create «Video Rolls,» which are customized playlists generated from your selected criteria. Sharing: Embed in your own page, MySpace, Typepad, Blogger, del.icio.us, Flickr, Blog It! (write a post on your own blog about a video without leaving vSocial). Verdict: Lots of community features. But: Ставимося’t live up to their «fastest» or «easiest» claim-I never successfully got a video uploaded (tried three times). Quality of existing clips is less than stellar-everything’s resized to 320X240. Appeal: The video sharing site everyone’s already heard of. Mindshare — winner by a mile. Interface: Tabbed pages feature ratings, favorites, flagging, tagging, and commenting. Create playlists, subscribe to other’s uploads, subscribe to tags. The player only features a mute button (rather than level control), and full-screening the video opens a new window and starts playback over. Editing: None. Sharing: Embed in other websites, including Friendster, eBay, Blogger, MySpace. Verdict: Easy to use, no major issues. Decent video quality, audio sounds compressed. Embedded Video in WordPress fine (but was off-center). But: No progress bar for uploading. Fairly lengthy «processing» delay before you (or anyone else) can watch your. vsocial.com youtube.com … BEST VISEO SHARING WEBSITES (DvGuru estimates) For posting: If you just want to get a video clip online and share it with friends via email or on your own blog, Vimeo wins for its speed, ease-of-use and simple playback functions. It also lets users download the original file, and some features light community features (note that a new version is launching very soon). One of the few sites that I used I never had a problem with. Alternate choice: Videoegg. For viewership: If you want to step up to more community features and get widespread viewership of your viral clip, YouTube gets the job done with a lot less hassle than vSocial or Grouper. For editing: If you want to alter your video online in any way-through editing, remixing, or combining your clips with those from other users-then head on over to Jumpcut and don’t look back. Jumpcut really offers the first leap forward in online video sharing and is worth a look even if you have no use for editing features (its full-fledged community is launching «very soon»). Alternate choice: none, yet, although Motionbox looks to be a potential competitor. Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

31 31 BACKGROUND: TOP 30 RUSSIAN WEBSITES BY TRAFFIC Source: Alexa TOP 500 as for 12/09/06 Website Яndex Почта@Mail.ru Рамблер LiveJournal.com Narod.ru Google.ru Google.com Yahoo.com LiveInternet.ru RapidShare, rapidshare.de (file sharing) auto.ru Автомобілі в Росії spb.ru msn.com Fastbb.ru megaupload.com Website 16.Diary.ru 17.Zaycev.net 18.Fishki.net 19.NoNaMe nnm.ru 20.vz.ru Погляд.ру 21.rbc.ru Росбізнесконсалтинг 22.Фотофайл photofile.ru 23.Dosug.nu 24.youtube.com YouTube 25.Apeha.ru Гра-стратегія 26.ImageShack imageshack.us 27.Microsoft Corporation microsoft.com 28.Msk.ru 29.Спорт-Експрес 30.redtram.com … MOST LIKELY TO BE TOP 30 WEBSITES ВІДВІДАЛИ BY MOSCOW INHABITANTS … OR ADVANCED RUSSIAN INTERNET USERS Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

32 32 BACKGROUND: US ONLINE VIDEO MARKET Source: HitWise Video sharing site YouTube saw the most traffic among video sites, accounting for 43 percent of category visits ranking and at number 13 among the more than 500,000 sites tracked by Hitwise. You Tube’s market share growth rate of visits has increased by over 150%, keeping it well above MySpace Videos Other rapidly growing sites in the category in that period were Grouper (up 765 percent) and Daily Motion (up 300 percent). Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

33 33 BACKGROUND: US ONLINE VIDEO MARKET Source: eMarketer report Sep 2006 Презентація на тему: YOU TUBE INVESTMENT PROFILE SUP V. 3 CONFIDENTIAL Discussion document September 2006.

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