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. | Preliminary Analysis by: | | | | | |
. | Silicon Alley Insider | | | | | |
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. | Preliminary analysis of video-sharing sites. Traffic from Comscore and Compete. Please send updated traffic info and/or competitive differentiation arguments to hblodget@alleyinsider.com. | | | | | |
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. | Site | Users (000s) | Y/Y Growth | Truly Differentiated Strategy? | Preliminary Prognosis | Logic |
. | YouTube | 47,000 | 96% | Yes (Scale) | Winner | Industry leading scale, brand, traffic, etc. |
. | Yahoo Video* | NA | NA | No | Winner | Scale but no differentiation |
. | Google Video | NA | NA | No | Winner | Scale but no differentiation |
. | Heavy | 6,700 | 27% | Yes (Audience) | Sale | Some scale, some focus, likely merges w/ Break |
. | Metacafe | 3,400 | NA | No | Sale | Not enough scale (sell to Yahoo, et al) |
. | Break.com | 3,100 | 144% | Yes (Audience) | Sale | Some scale, some focus, likely merges Heavy |
. | DailyMotion | 1,400 | NA | No | Sale | Not enough scale (sell to Yahoo, et al) |
. | Veoh | 1,700 | 848% | No | Sale | Not enough scale (sell to Yahoo, et al) |
. | Video Egg | 1,500 | 400% | No | Sale | No scale, no real differentiation |
. | Spike (ifilm) | 1,100 | -35% | | ROADKILL | |
. | Joost | 1,000 | NR | Yes (software) | Sale | Product buggy, overhyped, wrong format (passive TV) |
. | Blip.tv | 885 | NR | Yes (niche) | Winner | Focused on well-defined niche: professional shows. |
. | Megavideo | 600 | NR | No | ROADKILL | Not enough scale |
. | Crackle | 415 | 16% | No | ROADKILL | No scale |