Earlier quoted context omitted.
I live in Bangalore too! It's just that most of my friends are moving from WhatsApp to Viber and remaining will hopefully move now. I have around 10 groups running from school, boarding, college, jobs and some more. Fb buying them is a deal breaker. None of my "well read" friends are going to trust WhatsApp with those nude photos, short pornos or very very personal information we share. I don't know. Facebook just lo…
Facebook is probably going to get the history of all of the above. ;)
Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
801–810 of 831 posts
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#802Earlier quoted context omitted.
Pretty amazing that this is precisely what Microsoft paid for Hotmail in 1998 : $400 million for 10 million users = $40 / User. [1] The parallels are striking : Whatsapp is to messaging today what Hotmail was to messaging in the late '90s. [1] http://news.cnet.com/2100-1033-206717.html
On the other hand Microsoft buying Nokia's phone business in a $7.2 billion seems like good bargain since they are supposedly have more than billion users. WhatsApp is just an App.
Motorla Mobility was aquired for 12.5 billion.
I don't even know what to compare the whatsapp aquisition to. The valuation seems quite insane.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#803Am I the only one upset with this? I don't use Facebook - haven't and never will - because I hate how I and all my data will become their product on registration. Sure, Whatsapp has its quirks being proprietary and all, but now, I am basically doomed. Whatsapp says they will stick to their core and stay independent, but I have 16 billion reasons to believe otherwise. The sad part is that due to Whatsapp, I can't esca…
Just curious. Why couldn't you use text messages to contact the same people?
I think it comes as a surprise to most people in the USA because here we never had to deal with SMS charges (plans were for the most part unlimited). In other parts of the world, the opposite is true, which is where whatsapp gained it foundation. Add to that cross platform, free, awesome ux, network effects and the fact that IT WORKS PERFECTLY and boom, 19B. Cheers.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#804Earlier quoted context omitted.
There's only about 1bn smartphone users, of which Whatsapp probably has 45% penetration, and some other large percentage are on competing platforms. Yes, that 1bn is growing, but it's also moving into market segments with much lower income levels. Even if we think this is going to increase 4x that probably doesn't justify a 12X sales valuation.
That one billion number is not static. And it has a lot of room to grow.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#805Earlier quoted context omitted.
There's only about 1bn smartphone users, of which Whatsapp probably has 45% penetration, and some other large percentage are on competing platforms. Yes, that 1bn is growing, but it's also moving into market segments with much lower income levels. Even if we think this is going to increase 4x that probably doesn't justify a 12X sales valuation.
That one billion number is not static. And it has a lot of room to grow.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#806Earlier quoted context omitted.
There's only about 1bn smartphone users, of which Whatsapp probably has 45% penetration, and some other large percentage are on competing platforms. Yes, that 1bn is growing, but it's also moving into market segments with much lower income levels. Even if we think this is going to increase 4x that probably doesn't justify a 12X sales valuation.
That one billion number is not static. And it has a lot of room to grow.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#807I know What's Up. Facebook just bought the world's largest (and unlisted) mobile phone number directory: WhatsApp's convenient 'matching by phone number' feature uploads of all of your phone contacts to their servers. Though positioned as one of the good guys, they too had their price. With this acquisition, FB bought the ultimate data set of users and leads, and with it secured access to the last remnants of your pr…
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#808Earlier quoted context omitted.
By the time smartphones were widely adopted in the US, SMS already had massive market penetration. Trying to adopt something else when your entire social network already uses SMS is a losing game. This is why, IMO, Apple, Google and Facebook are the only companies really in a position to change the messaging game in the US. There is space for newcomers (see: Snapchat), but they're going to have to work hard to spread…
In Romania WhatsApp is fairly popular, but it's declining. About 60% of my phone's contacts have had it installed at some point, but I noticed that many of them have uninstalled it. Its popularity has been declining due to Facebook and Android - Facebook on Android works really well lately, most of my acquaintances are on Facebook already and everybody with an Android (which is most of my acquaintances) has either Fa…
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#809400,000,000 active users [0] 16,000,000,000 USD ---- $40 per user That's an incredible cost. We can assume Facebook is paying for the userbase, the app itself and it's infrastructure would basically run itself. It's less appealing when you realise that there's probably a miniscule fraction of WhatsApp users that don't have a Facebook account. > WhatsApp will remain autonomous and operate independently. You can contin…
Pretty amazing that this is precisely what Microsoft paid for Hotmail in 1998 : $400 million for 10 million users = $40 / User. [1] The parallels are striking : Whatsapp is to messaging today what Hotmail was to messaging in the late '90s. [1] http://news.cnet.com/2100-1033-206717.html
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#810Earlier quoted context omitted.
In Romania WhatsApp is fairly popular, but it's declining. About 60% of my phone's contacts have had it installed at some point, but I noticed that many of them have uninstalled it. Its popularity has been declining due to Facebook and Android - Facebook on Android works really well lately, most of my acquaintances are on Facebook already and everybody with an Android (which is most of my acquaintances) has either Fa…
re: your last thought. Google isn't really taking over your SMS messaging in Hangouts as it stands with their current implementation. If you enable "Hangouts SMS" -- it's really just a client side merge of the SMS and Hangouts UI (i.e. SMS does not flow through Google's servers). It just makes it easier to manage SMS and Hangouts conversations side by side through the same app.
> It just makes it easier to manage SMS and Hangouts conversations side by side through the same app.
No it doesn't, it's actually quite confusing. At some point I sent a message to my wife, without paying attention if it's SMS or not and so I sent it by Hangouts because that's the default, but she's not using her Google account at all and never received the message. And you have to pay attention like every single time.
It's much, much easier to separate services, when they are in fact different. For SMS, I open the SMS app and I send and receive SMS messages. For Hangouts, I open the Hangouts app and I send and receive Hangouts messages. When I'm not sure what protocol to use for somebody, I go to that contact's details and check out the available options. If I have to read new messages, I click on the notification. If I want to reply to a new message, I'm already in the right app. What could be simpler than that?
Trying to combine Hangouts or any other SMS alternative with SMS in the same app is first of all a huge usability fail - unless that service would fallback to SMS in case delivery didn't happen, in which case there's always the question of unexpected billing, because your phone number is going to have to send that SMS and SMS can get quite expensive - so no, it's an epic failure.