Jaky byl rok 2011 v domenovym bizu a jak vidim rok 2012

13. ledna 2012 v 2:15
Prave jsem dopsal odpovedi pro rocenku DNJournal, ktera by mela vyjit tak za dva tydny. Tak moje odpovedi tady postuju - domenam se totiz tady moc na blogu posledni dobou nevenuju...


Q: First I would like to know what you considered to be the most significant events and/or trends in your category of the industry (if you are an individual investor that would be your category) and in the industry overall in 2011(this can be a single event/trend or multiple ones) - and if applicable, how these events/trends might affect the industry or your category going forward.



A: Since my category is monetization (being a large owner of domains with type-in traffic and also partner in Elephant Traffic, our monetization solution) I'll touch mostly this area. I see 2011 as a year when domain monetization finally stabilized or in some cases even increased after the free fall that started after 2008, when the monetization market peaked. I see three main reasons for this: 1. The domain channel has been finally cleaned up (read: bad traffic has largely been removed), 2. Google syndicating its feed to multiple new partners in 2011. This has increased competition between parking companies, hence domainer payouts have increased, 3. The rise of alternative monetization such as zero click (direct to advertiser) or affiliate marketing, which have now completely taken over certain verticals from parking.

As for the industry as a whole, there was definitely strength in the aftermarket in low to mid-priced domains. I see the main catalyst for this being integration with the registrar channel and the move to buy it now pricing. Also the primary market - the registrar side of the business - had a pretty good year and I believe that should continue into the future.




Q: Now let's look ahead to 2011. What challenges and/or opportunities, or trends, do you see ahead in 2012 in your category and the industry as a whole?



A: To start off - from a macro perspective - if 2011 was the year of stabilization, 2012 should be the year of returning to growth, not explosive growth, but at least some kind of growth.

In monetization, I believe domain earnings should be stable to growing for domainers due to the three factors I mentioned above. A big trend I think we will see in 2012 is the commoditization of the PPC parking business, which will mean much smaller margins and hence profitability for parking companies - I think this will cause more trouble to the incumbents such as Sedo, DomainSponsor and Oversee. On the flipside - I think parking companies will finally be forced to innovate and undergo a transformation from mere feed syndicators to full blown monetization platforms, reaching out directly to advertisers, introducing new products etc, all to the benefit of the ultimate traffic owner - the domainer.

In the industry as a whole, a lot of the growth will come from the new GTLD craze with the application window opening shortly. I believe there will certainly be a few success stories going forward, but my expectation - to contrary belief - is that most new GTLD strings will end up as failures, a huge amount of money (tens to hundreds of millions) being burnt in the process. As for the aftermarket in 2012, I do see growth in the the low to medium priced market but softness in the million dollar+ segment. The primary - registrar - market should continue growing fairly well. Overall, 2012 should be a decent year for the domaining industry as a whole.
 

Buď první, kdo ohodnotí tento článek.

Komentáře

1 vesela vesela | Web | 13. ledna 2012 v 2:21 | Reagovat

Dobry clanek, mrkni na muj webik !

2 Schejbi Schejbi | 13. ledna 2012 v 11:00 | Reagovat

No a jak vidíš českou scénu? Dost mě překvapuje a možná to je můj subjektivní pohled, že lidi začínají prodávat kvalitní klíčové domény, které drželi několik let. Pokud tomu tak je, čím myslíš, že je to způsobený? Jsou nějaký nový zákony na získávání domény v důsledku snížení cen?

3 Aleš Aleš | E-mail | Web | 13. ledna 2012 v 13:34 | Reagovat

Pekne napsane. Taky me zajima Tvuj pohled na .cz scenu.

4 Michal Michal | E-mail | Web | 13. ledna 2012 v 15:34 | Reagovat

Mate nekdo volnej domenovej traffic lidi z CR, kterej by byl k dispozici? Napiste mi event. nabidku.

5 man1k man1k | 13. ledna 2012 v 17:36 | Reagovat

[3]: .cz domeny? koho to zajima? :)

6 Adam Adam | 13. ledna 2012 v 18:30 | Reagovat

webtrzniky

7 i-ParkedOn i-ParkedOn | Web | 13. ledna 2012 v 19:02 | Reagovat

Někdo prodává a někdo je zase kupuje. Nic neobvyklého.

[4]: Tisíce denně asi nezajímá,nebo?

8 i-ParkedOn i-ParkedOn | Web | 13. ledna 2012 v 19:44 | Reagovat

Jinak je škoda, že tu není více k doménám. Co třeba nějaké miniaukce podobné těm na 404m.com ?

9 schickelgruber schickelgruber | 13. ledna 2012 v 20:11 | Reagovat

[8]: lol

10 Michal Michal | E-mail | Web | 13. ledna 2012 v 22:15 | Reagovat

[7]: Ano tisíce denně nás zajímá, prosím o nabídky na email. Pište vaší konkrétní představu, resp. objem+finance a pokud to lze, cílová skupina.

11 Schejbi Schejbi | 13. ledna 2012 v 22:53 | Reagovat

[5]: to neřeš :P

12 Webadresy Webadresy | E-mail | Web | 13. ledna 2012 v 23:11 | Reagovat

Honzo, jak to vypada u Vas v EO s CZ domenama, prodavate ? Nakupujete ? Treba ja citim, ze trh slabne, v roce 2011 se prodavalo nekolik portfolii za minimalni ceny.

13 Schejbi Schejbi | 14. ledna 2012 v 9:37 | Reagovat

[12]: Napíšu jen domněnku, možná ji někdo potvrdí nebo upřesní. Možnost u rozhodčího soudu získat doménu je cenově výhodná a dostupnější. Lidi dostali strach a vyprodávají portfolia.

14 Webadresy Webadresy | E-mail | Web | 14. ledna 2012 v 14:51 | Reagovat

[13]: To je sice pravda, ale na domenu musis mit legalni narok, obecna jmena jsou prakticky nenarokovatelna. Jinak Masarna v Brne ma velice zajimavy predmet http://is.muni.cz/predmet/law/jaro2012/BVV07K jenz doporucuji.

15 Schejbi Schejbi | 14. ledna 2012 v 18:49 | Reagovat

[13]: Co když někdo bude praktikovat legální nárok třeba v takovémto případě: Mechanik bude provozovat autobazar a doménu autobazar cz bude vlastnit člověk, který ji nevyužívá a ani nepodniká v této oblasti, má na doménu mechanik legální nárok? :)

16 ne ne | 14. ledna 2012 v 20:20 | Reagovat

ne

17 Warlock Warlock | 15. ledna 2012 v 21:30 | Reagovat

Ja si myslim ze 2012 to pujde dolu stejnym tempem jako 2011.

18 Petr Petr | 30. ledna 2012 v 1:13 | Reagovat

[17]: O kolik to tak klesá v rozmezí třeba posledních 5 let?

19 Honza Honza | Web | 17. května 2012 v 7:48 | Reagovat

Tak do rozhodčího soudu bych se asi dostat nechtěl..

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