Impressionnante source d'information et nombreuses données sur le passé et peut-être le futur d'Internet dans cette étude "Nothing but net : 2009 Internet Investment Guide" de 340 pages de JP Morgan. Voici quelques-uns des points abordés :
- Journaux : Les pertes de parts de marché en publicité devraient s'accélérer
- L'Internet est de plus en plus un modèle axé sur la performance (CPC/CPA) au détriment du CPM
- La neutralité du réseau internet va devenir un problème d'intérêt public important
- La stratégie publicitaire de la vidéo en ligne ne semble pas être mature
- Les faillites des commerces de détail avec pignon sur rue pourraient stimuler le commerce électronique
- Les réseaux sociaux ont besoin d'une nouvelle approche de monétisation
- Le Mobile est intéressant à long terme, mais à court terme très aventureux
Rarement dans une étude on dissecte aussi bien. Un petit exemple ici sur le "cloud computing" :
As with many Internet trends (2.0 is a recent example), cloud computing has broadened in meaning somewhat as diverse companies and tools have jumped on the
“cloud” bandwagon. At its core, though, the idea is actually quite simple: the benefits of using applications, storage and processing capacity online can often outweigh the costs, especially as Internet connections speed up and offer near-instantaneous response.
Cloud computing, as defined by companies, has now expanded to include two key concepts. We will touch upon each of these in more detail below:
• Cloud applications and Software as a Service. Google Docs is a frequently cited example; essentially, these are apps that replace software you might have otherwise used on your own computer, such as a word processor or spreadsheet. At a somewhat higher level of complexity, companies such as Salesforce.com, which offer on-demand SaaS (software as a service) solutions, now describe their platforms as operating in the cloud.
• Cloud services. Amazon has been the notable leader here, though others, including Google and Microsoft, also have offerings; services include storage and processing time, and allow smaller companies to lower costs by taking advantage of the big guns’ superior processing power and purchasing power.
À lire ici
