This one's a surprise. Twitter will have turned a profit in 2009, a BusinessWeek report claims, citing sources. What happened? Search deals with Google and Microsoft brought in a nice chunk of cash for the company, which has raised well over $100 million in venture capital and has a paper valuation floating somewhere around $1 billion.
Considering the company has not yet put forth a long-term revenue strategy, this would be one of those Christmas miracles along the lines of a neurotic mom getting home to her stranded 8-year-old by fortuitously hitching a ride with a polka band fronted by John Candy.
So let's look at the details. Sources told BusinessWeek's Spencer Ante that Twitter's search deals with Google and Microsoft's Bing brought in $15 million and $10 million respectively, and that Twitter has managed to cut some of the high costs related to text-message functionality. (These costs were so exorbitant that Twitter temporarily had to restrict some international SMS codes.) OK, cool. Those numbers are decently plausible, and Twitter's strategic hire of a mobile business-development dude early this year likely had something to do with it. And Ante's article makes it clear that while sources have told him that Twitter will end 2009 on a profitable note, that doesn't mean it's going to be profitable next year.
But there's a difference between being cash-flow positive and being profitable, and it's also not totally clear as to what Twitter's other expenses are, or what they will be next year.
Ante writes:
Now that Twitter has become so popular, it has gained bargaining power with telecom companies and has managed to renegotiate so many deals with carriers that the company pays far less for the services. "Those used to be the biggest line item," says one source. "Generally speaking, those costs have gone away. Now people are the biggest line item."
People. Yes. Like the new office space they just moved into, and their still-expanding payroll, and stuff like that. Also: hardware, and other forms of defensive weaponry against evil whale attacks. The company also sometimes buys stuff, and continues to develop new features--like the current test of "contributors" accounts that it may end up charging for. So even with costs cut via a savvier mobile strategy, there are plenty of other costs that could be escalating simultaneously.
What's good news for Twitter is that getting $25 million out of search deals (if that's indeed true) shows that the company could expand that into a stronger long-term revenue strategy. Critics have been lukewarm on the possibility of Twitter attempting to support itself with advertisements or paid accounts, and nobody's really gone into depth on the question of whether the businesses currently raving about Twitter's power of "conversation" will cough up for more in-depth analytics.
(Credit:
Microsoft)
Snigger as you will over Microsoft's decision to call Bing, its overhauled search engine, a "decision engine," but those giggles should dissolve when you start up Microsoft's brand-new Bing for iPhone (and iPod Touch). As a search app goes, Bing, which debuted Tuesday in the iTunes App Store, is the real thing.
The Bing app has a slew of expected features, including voice search, maps, directions, search suggestions, and location-awareness. That's no surprise. Besides these being features common to Bing.com and to the Bing application on other mobile platforms, they're also necessary to compete with Google Mobile App for iPhone.
Bing's stylish layout is a pleasant surprise, and one that adds up, screen by screen, to a cohesive search experience. Opening Bing, you see the image of the day as your background (this doesn't appear to be customizable,) with the search field and voice search button at the top of the app. A rounded, six-panel grid of buttons jumps you to Bing's image collection, movie listings, maps, directions, business look-up, and a news feed. A drop-down menu on the search bar lets you filter your searches in all those categories, save directions. The semitransparent navigation strip below has a Home button and back and forward arrows, plus a button to hide the button panel, and an icon that pops up settings to clear your search history, set your search filter, and so on.
Bing gives you directions for your car and for navigating on foot, but it doesn't yet include directions using public transit, as the Google Mobile App does. Bing, however, has a neat feature that lets you swipe a transparent ribbon to advance through each direction, which moves the satellite, hybrid, road, or shaded map along in turn. We like that tapping a search result on the map brings up a tag with ratings and with icons to call the business or launch into directions.
Another difference to keep in mind between Bing and its Google rival is that Bing smashes a map and search app into one, whereas Google's mapping program is also the iPhone's default map app. When you access maps from Google Mobile App, you'll wind up opening up the Maps app for the actual search.
The Bing app for iPhone still isn't complete. As far as we can tell so far, it lacks some of the extras of other mobile Bing apps, like the capability to lay down pushpins on the map and save locations, and the capability to view multiple locations on the map. The absent features in the iPhone app indicate the direction of Microsoft's plans for Bing's growth on iPhone.
While Bing's performance during our initial testing was good, individuals may notice fluctuations based on their data and Wi-Fi connections. There may be other areas where Bing might not match up: for instance, Google claims its iPhone app can detect British and Australian pronunciation in addition to U.S. and Canadian accents. Do our international friends notice parity with Bing's voice search?
Although Bing may not match every bell and whistle that Google Mobile App and Maps apps do combined, Bing 1.0 for iPhone does offer a viable alternative to Google's searching and mapping dominance.
Navteq announced a partnership Monday under which it will supply 3D map data for Microsoft's newly expanded mapping online services.
Last week, Microsoft took its first steps building 3D imagery into Bing Maps with data from about 100 cities to start with in the Streetside feature that gives a driver's-eye view of the world. But slogging down innumerable streets the world over is an arduous process--Google has been doing it for years with Street View and still has a ways to go to add its first data, not to mention the challenge of keeping views up to date.
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Microsoft engineers should get a pat on the back from the suits at Microsoft HQ (shown here): Bing Maps Beta is cool.
(Credit: Screenshot by Tom Krazit/CNET)
SAN FRANCISCO--Microsoft's Bing took a major step forward Wednesday in adding rich mapping and image data to its search engine, but until it assembles more data, pretty pictures aren't enough to beat the Google Maps juggernaut.
Bing Maps Beta was released during a presentation at Microsoft's offices here. It's a Silverlight-based application that runs inside Bing Maps and adds Microsoft's version of Google Street View--called Streetside--to Bing Maps, as well as enhanced "bird's eye" images that let you swoop over cities.
I spent some quality time Wednesday afternoon with the new Bing Maps Beta, zooming through the streets of San Francisco and New York and testing out various searches. The best part about Bing Maps Beta--by far--are the rich transitions between high-resolution street-level or bird's-eye view photos as you move around a city, making it feel like you're actually driving down the road.
Microsoft's Streetside cameras have yet to make it down Amphitheater Parkway to Google's headquarters, and still haven't mapped an awfully large portion of the San Francisco Bay Area, not to mention the heartland.
(Credit: Screenshot by Tom Krazit/CNET)Unfortunately, that's also the worst part; you'll have to download Microsoft Silverlight to make the rich imagery come alive (although you can still use Bing Maps without it), and 10 minutes of poking around with the application put a noticeable drain on system resources. If I left the window open, but didn't do anything in Bing Maps, my activity monitor dropped back to a moderate pace, only to max out again once I started playing with the Streetside feature or scrolling around a map.
But what Microsoft has assembled is impressive. The images are high-quality, and the location fixes are quite precise. The bird's-eye views have been improved with more perspective on roads hidden by buildings and name prominent buildings right on the map.
Scrolling around a city in bird's-eye view also allows you to view geotagged picture galleries created with Microsoft Photosynth. Click the little blue Streetside man (Google's little Street View man is orange) to choose between Streetside or Photosynth views, and if you click on a green icon in a given location, you are presented with photo galleries shot of the location. You can check out exhibits in museums such as New York's Metropolitan Museum of Art, for example, zooming into the building from the bird's-eye view.
Clicking on one of the green icons surrounding the Metropolitan Museum of Art in New York will bring up Microsoft Photosynth galleries of exhibits and the terrain around the building.
(Credit: Screenshot by Tom Krazit/CNET)Microsoft is launching Bing Maps Beta with Streetside coverage of about 100 metropolitan areas in the U.S., but it's really only useful for traveling or searching medium-size cities or larger; suburban data is quite light. And even within cities such as San Francisco, Streetside is limited to essentially the downtown areas. Microsoft representatives said Wednesday they plan to add more data as soon as possible, but it could take quite a while.
A more generic search for a city or town such as San Francisco within Bing Maps Beta brings up a Wikipedia article on the city, weather information, and links to Photosynth galleries on the left hand side of the page alongside a map of the area. Clicking on "more details" brings up links to more photos, local news and "popular landmarks," although Microsoft should probably rethink the listing of the Port of Oakland as a popular San Francisco landmark.
Search for a specific address, such as CNET's downtown San Francisco office on 2nd Street, and Bing Maps Beta provides helpful icons to bars, restaurants, gas stations, and other locations within a given radius when you click on the "What's Nearby" icon.
It's pretty easy to get directions between two given locations, such as Microsoft Research's Mountain View, Calif., labs and CNET's downtown San Francisco headquarters. Bing lacks Google Maps' nice addition of Street View photos of each turn--since it doesn't have nearly that much data--but makes up a little bit of the gap with a helpful "if you reach X street, you've gone too far" reminder at the end of the journey and also listing prominent landmarks at certain turns.
Bing Maps Beta had plenty of suggestions for things to do around CNET's downtown San Francisco offices, but I had to zoom in very far to find my favorite bar. Maybe that's a good thing.
(Credit: Screenshot by Tom Krazit/CNET)Microsoft has an awfully long way to go before it can duplicate the reams of Street View data that Google has assembled, as seen with its directions feature. Its rival certainly noticed Microsoft's announcement Wednesday, putting out a blog post of its own highlighting the fact that it has added Street View images of Sea World and second-rate New England learning institution Boston University. (Go Eagles)
At the moment, Google Maps has Bing beat when it comes to speed and comprehensive data. In addition, Google also surfaces some of the same helpful data, such as photo galleries and even videos.
Bing, however, offers a much richer look at the world. It does this at the expense of performance, but it presents a credible alternative to Google Maps for travelers and residents of major cities.
The death of Michael Jackson in June launched a frenzy of Web activity and propelled the late pop star to the top of the search charts for 2009.
That's the word from Google, Yahoo, and Bing, all of which have revealed their popular search terms for the past year.
It's not too shocking to see Jackson leading the searches for the year. Following the pop star's death in June, Akamai found that worldwide Web traffic had surged 11 percent over normal levels. Even Google--which in the initial going thought the Jackson-related traffic was an attack of some sort--was briefly sent staggering.
Searches for Michael Jackson songs spiked in late June when news broke about the pop star's death.
(Credit: Google)According to Google's Zeitgeist findings, "Michael Jackson" was the "fastest rising" worldwide search term of 2009. In the U.S., "Michael Jackson" placed second behind "Twitter." Marissa Mayer, Google's vice president of search products and user experience, in a blog post also pointed to an up-and-coming music sensation:
As millions of fans said goodbye to the King of Pop, Michael Jackson led the list of our top 10 fastest rising queries across the globe. And a new star was born, too--quirky pop singer Lady Gaga became a search sensation the world over. In addition to appearing on many regional fastest-rising search term lists, from the Czech Republic to Switzerland and Kenya to the United Kingdom, Lady Gaga also landed in the #9 spot on the global fastest rising list.
On the social side, Google monitored whose Twitter accounts were the most searched for. According to the company, Miley Cyrus' Twitter account was the most sought after, followed by those of Lance Armstrong and Taylor Swift. Khloe Kardashian's marriage to basketball player Lamar Odom was the most-Googled wedding of the year.
"Michael Jackson" was the top Yahoo search term for the year. He was followed by a who's who (and a what's what) of the U.S. entertainment scene. "Twilight" was the second most-popular search term, followed by wrestling organization "WWE," starlet "Megan Fox," singer "Britney Spears," and manga series "Naruto." Filling out the top 10 were "American Idol," "Kim Kardashian," "Nascar," and "Runescape."
Microsoft's Bing, which debuted in late May, had similar results. Once again, "Michael Jackson" was the top "trending topic," followed by "Twitter" and "swine flu." "Stock market" and "Farrah Fawcett" rounded out Bing's top five.
Of course, 2009 was also marked by continued concern over the state of the economy. According to Yahoo, "coupons," "unemployment," and "stimulus plan" were the most-numerous queries related to the economy. By contrast, Google's most-searched economy-related terms were "crisis," "cash for clunkers," and "Iceland."
Google also followed queries related to celebrity deaths in 2009. Users searched for "Michael Jackson" the most, followed by "Billy Mays" and "Steve McNair." Yahoo's data revealed that Michael Jackson's death was the most-searched term, but unlike Google's data, the pop star was followed by "Farrah Fawcett" and "Patrick Swayze."
See also:
Google Zeitgeist 2009
Yahoo Year in Review 2009
Top Bing searches in 2009
It was inevitable that someone would seriously consider taking Google's dare.
Rupert Murdoch is reportedly thinking about removing all of News Corp.'s content from Google and striking an exclusive deal with Microsoft's Bing.
(Credit: Dan Farber/CNET)For years, Google has all but dared traditional media companies trying to develop online businesses to live without the traffic it sends their way. The folks at the Googleplex make it clear that content owners who believe Google is unfairly indexing (or stealing, depending on your point of view) their content can easily remove that content from Google's massive corner of the Internet.
There's a tradeoff for that independence, of course: Don't expect the advertisers that have signed deals based on site traffic to pay the same amount next year.
News Corp. might be getting ready to do what many think is unthinkable. Reports have surfaced over the last several months, most recently in the Financial Times, that News Corp. is in talks with Microsoft to enact a plan that would see News Corp. properties hiding their content from Google's search engine in return for exclusive listing with Bing.
Rupert Murdoch, News Corp.'s famously cantankerous leader, isn't stupid: Microsoft would also have to pay News Corp. for the privilege of exclusive access to that content. But as Microsoft continues to lose billions of dollars a year on its online business, can it afford to be successful with this strategy?
Even if Microsoft is willing to cough up a huge sum (which Kara Swisher at Boomtown thinks is unlikely) for News Corp. content, this plan would only have a chance of turning the tables on Google if News Corp. and Microsoft can convince other large media companies to follow their lead.
First off, the practice of actually removing News Corp. content from Google would be relatively simple. News stories from The Wall Street Journal, commentary from The New York Post, and videos from News Corp.'s myriad cable and satellite television organizations can be tagged with a "noindex" tag, and Google won't index those pages as they are published. This also applies to pages that have been previously indexed, since they will be crawled again, this time with the new tag attached.
However, News Corp. would then need a backup plan to compensate for the revenue it would lose from the precipitous drop in traffic. With 65 percent of the search market, Google is the largest Web site in the world as measured by traffic. And its stated goal is to be the best information kiosk ever created by fielding queries and sending searchers on their way as fast as possible.
Murdoch has proposed removing his Web sites from Google only after constructing pay walls like the one used at the Wall Street Journal to limit free access to content, which is a somewhat controversial notion in this media era.
What News Corp. and Microsoft are reportedly discussing, however, is slightly different. Under the scenario outlined by the Financial Times, it does not appear that News Corp. would erect pay walls for all its content upon removal from Google. Instead, it would continue to make that ad-supported content available for free exclusively through Bing, helping offset the decline in traffic with a cash payment.
The two companies would then presumably market the hell out of the arrangement, because it would require a sizable shift in consumer expectations for Internet search. Right now, people are used to the idea that DirecTV is the only television provider that can offer a full package of NFL games every week, or that Comcast's Versus channel isn't available on DirecTV because of a licensing spat.
But that's not what they expect when they search online for news or information about a certain topic, and it would take some effort to educate them that The Wall Street Journal or Fox News' content can only be found if you're searching on Bing. Microsoft has already invested $100 million into Bing advertising, and would need to increase that amount to drive home the point that Bing is the only place you can find Fox News stories.
So will enough people be interested in that content as to change their search behavior and dramatically increase Microsoft's search market share? It's hard to see News Corp. moving the needle by itself, but modest results could embolden Microsoft to cut similar deals with other news companies and start the ball rolling toward the idea of Bing 2.0 as "the world's news search engine." That would be an interesting product.
As with just about everything, however, such a deal will likely come down to the amount Microsoft is willing to invest in such a project. Microsoft's Online Services Division, which runs Bing, is currently hemorrhaging money to the tune of $480 million in losses during its first quarter alone. Setting up content deals with the media industry would increase short-term costs with an iffy notion of when that investment would pay off in terms of increased search market share. And while Microsoft continues to milk Windows and Office profits, it can't throw money down a rabbit hole forever.
That means there's a sizable chance that this whole operation is geared around News Corp. negotiating a search and technology services deal with Microsoft to replace its current one with Google, which expires next June. Installing Bing as the search provider on News Corp. sites would generate increased searches for Microsoft while denying a common enemy Google some revenue, without kick-starting a huge battle that would have wide-ranging effects.
Murdoch has been able to tap into a well of frustration among those in the traditional media business over the way they are unable to duplicate the profits they enjoyed in the offline world on the Internet. But does he really want to call Google's bluff?
If so, he's banking on the notion that while basic news is a commodity, opinion and analysis is not. And whatever you might think of the various News Corp. properties, it's hard to argue they haven't earned a reputation for themselves as a unique source of opinion and analysis.
(Credit:
Comscore)
Yahoo continues to lose share in the search market, as Google and Microsoft pick up the difference.
Comscore's measurement of the U.S. search market in October shows that Google--as usual--still dominates the search landscape. It now watches 65.4 percent of all searches pass through its servers, up 0.5 market share points from September of this year.
Yahoo, on the other hand, is going in the other direction as new friend Microsoft reaps the benefits. Yahoo lost 0.8 market share points in October compared to September, now down to 18 percent of the market. It has been in a steady decline this year, as Microsoft has gained share with the relaunch of Bing: Microsoft almost cracked the 10 percent barrier in October with 9.9 percent of all searches, gaining 0.5 percentage points compared to September.
Total searches grew 3 percent from September to October. Searches done through Google increased 5 percent and those done through Microsoft increased 8 percent. Yahoo searches decreased by 1 percent over the same period.
Unlike when you stand over your coworker's desk, Microsoft's Bing search engine actually works better when you hover.
One of the key features of the would-be rival to Google is that when you hover to the right of a result, you can get a preview of what to expect. As part of an update this week, Bing's hover result will now feature more information including a thumbnail preview of the site in question.
Microsoft is using Wolfram Alpha to help power certain results, such as this search for the fat content of french fries.
(Credit: CNET News)One of the ongoing challenges for Bing, besides just getting more people to use the site, is letting them know that the hover feature is there. Microsoft's research has shown it gets high usage from those who know about it, but also finds that lots of people don't know the feature is there. Microsoft has been experimenting with some different visual cues that might make it easier to stumble upon the previews.
The hover feature was developed by the San Francisco-based team that Microsoft acquired as part of last year's acquisition of Powerset. Powerset, which developed a semantic search technology, also powers Bing's index of Wikipedia.
Bing's fall update update also includes the first fruits of a deal with Wolfram Alpha. As part of that arrangement, certain health related searches, such as "how many calories in a hamburger" will now feature information from Alpha. Bing will also rely on Alpha for some math calculations, Microsoft said in a blog posting on Wednesday. Wolfram noted that Microsoft is one of the first customers for a commercial licensing program that was formally announced several weeks ago.
Other changes to Bing include improved local results for topics such as weather and events.
It's all part of a wave of updates Microsoft is making to Bing this week. On Tuesday, Microsoft said it is moving its MSN Video site under the Bing umbrella, with a new video page that can be used to watch videos from places like Hulu and elsewhere.
The company also announced some enhancements to Bing Maps, including the ability to use the mouse to alter a suggested route and have one's directions re-calculated.
The improvements come as Microsoft is looking for ways to stand out from Google as it tries to wrest share from its much larger rival. The software maker has seen a modest uptick but faces steep hurdles in trying to make more significant gains.
Experian Hitwise said Wednesday that Bing's share reached 9.57 percent in October. That's up from 8.96 percent in September, but still well behind Google, which had more than 70 percent and Yahoo, with 16 percent of the U.S. search query market.
While adding features is clearly important, trying to stay ahead in the search game can be quite a challenge. Just hours after Microsoft announced a deal last month to index real-time tweets from Twitter, Google announced plans to do the same.
Microsoft has also gotten some unwanted attention for one of its features--the Bing Cashback program--where users can get a portion of their online transactions rebated by starting off on Bing. A blog posting outlined a flaw in the mechanism that could allow people to get cash back without ever spending money via Bing.
That posting was pulled after a
We all know the mathematical adage detailing how many words a picture is worth. The principal applies equally to search results. Search for anything in Google, Bing, and Yahoo and see how long it takes your eyes and brain to max out on all the written input. (The concept of text fatigue also applies to blog posts, which is why we've included a nice, large picture near the top of ours.)
(Credit:
Screenshot by Jessica Dolcourt/CNET)
If you browse the Web with Firefox (Windows | Mac), the free extension SearchPreview (Windows | Mac) breaks up text blocks by inserting thumbnail images of the site's homepage to the left of the text, where your eye naturally goes. If you're unsure which of the many returned links you really want, a glance at the thumbnails could settle the dispute.
If the thumbnail image scenario sounds familiar, that's because until recently SearchPreview has been known as GooglePreview. An upgrade to version 4.0 added support for Microsoft's Bing search engine and repositioned the product with a name change.
As you use SearchPreview, you may notice some results tagged as SearchPreview's sponsored links. These are the developer's way of recouping costs, but you can disable the sponsored results from the Options menu of the add-ons manager.
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Microsoft)
Just days after Microsoft cranked out a touch-optimized Bing search page for touch screen phones comes another announcement for mobile searchers. Microsoft on Monday reported that Verizon will roll out the first Bing mobile app to BlackBerry Storm 1 users. The Bing mobile app already comes preloaded on the BlackBerry Storm 2.
After Verizon pushes Bing for mobile, Storm owners should be able to click the icon in the program list to get started.
In addition to search are features carried over from a former incarnation of Microsoft's search app, Windows Live for mobile, such as voice search, and a map that includes driving directions, traffic details, and a location feature to search your whereabouts. There's also a way to save favorite searches, and to quickly get at local searches.
We first encountered a variation of the Bing app on Windows Mobile 6.5 phones. While many features are nearly identical to the Windows Live mobile app, the refreshed search engine should produce more accurate results.






