A short history of the MobCon. This time by the numbers

Posted on February 21, 2011

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One simple chart to tell the story of the MobCon so far. It illustrates the relative ARPU’s (adjusted for inflation and the growth in the total number of internet subscribers over time) of the biggest brands on the web from the four key categories of eComm, Search, Portals and So.Me.

It also clearly illustrates by the numbers three of the key MobCon concepts I have spent the past year or so trying to explain.

If we take a look at the Amazon vs Yahoo! trend lines we can see how the old media concept of using content as a hook to invite an audience to “Browse with us before buying from them” was replaced online during the dot-com boom by the far more efficient “Browse with us, Buy from Us” model.

In the next phase the old ”Browse with us, Buy from them” model was reinvented and reinvigorated by Google with the introduction of  its new and improved content agnostic search advertising model.

That’s why, if you take Google out of the equation, web advertising has flatlined since the dot-com. It also clearly illustrates why content need play little or no part when you are planning to develop a successful web business model.

Finally, you can see that despite all the media hype the So.Me market leader is displaying relatively anemic growth compared to the  spectacular early growth of the dot-com survivors Yahoo! and Amazon.

The History of the MobCon. Yahoo!, Amazon, Google and Facebook ARPU adjusted for inflation

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