Exclusive extracts from this 69-page-long report:
- Who are the key players?
Groups analysed in this report include: Alphabet, Microsoft, Facebook, Tencent, Baidu, IAC/Interactive, Twitter, Yandex, Sina Weibo and Line Corp.
- What are the players' strategies?
While remaining focused on enhancing its core search functionalities (particularly in mobile) to drive advertising revenue growth, Google has been actively expanding its product and service offerings outside advertising. Fields that have attracted increased investment include cloud computing, the Google Assistant, Google devices, and entertainment. Over the past few years, Google has launched and extended a series of “Made by Google” devices powered by AI, such as the Pixel, Nest, and Google Home, and has accelerated investments in platforms such as Google Cloud and Google Play. […]
- What are the players' key growth and profitability drivers?
Baidu's 20.2% increase in 2017 revenue was fuelled primarily by a 54.7% rise in revenue at its content streaming platform, iQIYI, the equivalent of Netflix in China. However, the lion's share of the company's turnover (73.0%) was derived from search-based mobile advertising, where revenue jumped 39.3% yoy in 2017. [...]