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Walmart Beats Amazon in $15B Flipkart Battle

bloomberg.com

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Re: Walmart Beats Amazon in $15B Flipkart Battle

#51

Post by anilshanbhag »

dopamean wrote: post #42
anilshanbhag wrote: post #31

Earlier quoted context omitted.

This the wrong metric to look at. If you look at number of app reviews per week on Appannie, Flipkart averages roughly twice the number of reviews as Amazon with better average rating (4.6 vs 3.9). ~85% of India only accesses internet via mobile.

I know very little about which metrics to look at but this seems like an even more wrong metric to go by. What does number of app reviews prove other than that the app is good at pushing people to review it?

Both apps don't urge users to go review their app on the play store. On this assumption, since both serve similar demographic of users - the average number of reviews written per week has to have a strong correlation to number of new users.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#52

Post by nkristoffersen »

bhouston wrote: post #10

Flipkart is losing to Amazon.in right now. I think that Softbank is smartly offloading a possible loser to Walmart/Google here at close to peak valuation. Maybe Google/Walmart can turn it around though. https://www.alexa.com/siteinfo/flipkart.com https://www.alexa.com/siteinfo/amazon.in

Keep in mind, Alexa.com is an Amazon company so not exactly unbiased.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#53

Post by jeron »

nkristoffersen wrote: post #52
bhouston wrote: post #10

Flipkart is losing to Amazon.in right now. I think that Softbank is smartly offloading a possible loser to Walmart/Google here at close to peak valuation. Maybe Google/Walmart can turn it around though. https://www.alexa.com/siteinfo/flipkart.com https://www.alexa.com/siteinfo/amazon.in

Keep in mind, Alexa.com is an Amazon company so not exactly unbiased.

I feel like Amazon bought Alexa.com so they could use Alexa for Echo devices

Re: Walmart Beats Amazon in $15B Flipkart Battle

#54

Post by mars4rp »

actuator wrote: post #48
mars4rp wrote: post #41

Earlier quoted context omitted.

This is crazy! As we all know, online retailers are killing local businesses, in US it might make sense because the profit goes to another sector of economy, Amazon is going to hire more developers and invest in other products that in long run might not be total lose for the whole economy! what a country like India is going to gain by letting American and Chinese companies destroy her local businesses and take the pr…

Not colonization but this is what happens when most Indian businesses won't be willing to burn huge amount of money to get growth initially. That lack of funding environment is a good opportunity for cash rich foreign investors who have an appetite for that kind of growth. I can only think of one recent IPO in India from tech space which did well, Infibeam[0]. But then again they had a good business model which didn'…

Of course an Indian startup can't compete with Amazon and Walmart! But they can easily ban foreign companies and let it grow organically in the country, they might get it 5 years later but they are not bankrupting all of their local business with no upside for the economy!

Re: Walmart Beats Amazon in $15B Flipkart Battle

#55

Post by piyush_soni »

dominotw wrote: post #7
throwaway6497 wrote: post #5

Walmart was forced to pay $15 Billion by Amazon, I think. Amazon-India is already a force to reckon with in India. They have a ton of customer love in India, and they are killing it. There is no reason for them to buy Flipkart. They did the required to hurt their competitor by feigning interest. Bezos is a master at deception. Well played, Bezos and Flipkart investors. Stingy Walmart has to cough up more money.

I agree with amazon killing it. I used to shop both on flipkart and amazon. Now I just shop on Amazon. At some point I just stopped checking flipkart.

Same here. I think the reason was the amazing customer service at Amazon, and mostly the effective price on Amazon was always lower.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#56

Post by icebraining »

remir wrote: post #34
wil421 wrote: post #16

Earlier quoted context omitted.

What compelling tech does Google have that Walmart needs? Google has no sought after experience in retail or ecommerce. What would they give the largest retailer in the world? They are a half a trillion dollar company moving physical products. They already know how to do supply chain. It looks like play to stop Amazon’s growth more than technology.

Google has the most advanced search engine on the web. Most people do a Google search for product and probably end clicking on a Amazon link. Instead of leaving Google, you could click on the product, see reviews and buy it directly from Google's UI.

Google Product Search earned them a €2.4 billion fine from the EU for anti-competitive behavior. I doubt they want to repeat it.

http://europa.eu/rapid/press-release_IP-17-1784_en.htm

Re: Walmart Beats Amazon in $15B Flipkart Battle

#57

Post by actuator »

actuator wrote: post #19
deanCommie wrote: post #15

Earlier quoted context omitted.

2 - does it have one? It seems that there is a colossal brain drain, and the quality of the engineers staying in India is tremendously diluted by those that pursued engineering purely as a safe career choice

That seems like a gross overgeneralization. Yes, there is brain drain but it doesn't mean that the engineers working in Indian startups like Flipkart are the ones who pursued engineering as a safety net. A lot of them are as smart as their Indian counterparts who are working in US in companies like Amazon, Google etc.

Are the downvotes because of the last line? I would love to prove this with a metric but can't just like the parent comment author. The opinion I stated is mostly from personal experience of knowing those people, working with them or having interviewed them.

Re: Walmart Beats Amazon in $15B Flipkart Battle

#59

Post by LrnByTeach »

make3 wrote: post #28
wil421 wrote: post #16

Earlier quoted context omitted.

What compelling tech does Google have that Walmart needs? Google has no sought after experience in retail or ecommerce. What would they give the largest retailer in the world? They are a half a trillion dollar company moving physical products. They already know how to do supply chain. It looks like play to stop Amazon’s growth more than technology.

wow, a Google and Walmart merger is an interesting thought experiment (if extremely unlikely). It would be like a second scary Amazon

there is no business synergy for Google & Walmart Merger, the both US companies merger.

What the Bloomberg article talks about is a joint venture of Walmart & Google in INDIA as a separate entity to buy Flipkart 75% stake.

I would guess, Google may take minority stake like 30% in that Joint venture, that may comfort Watmart .

Instaed of doing $15B on their own, and getting google skin to make sure the this takeover will success in long run aginst Amazon to put up $10 Billion and goole $5 Billion .

Re: Walmart Beats Amazon in $15B Flipkart Battle

#60

Post by bearcobra »

jeron wrote: post #53
nkristoffersen wrote: post #52

Earlier quoted context omitted.

Keep in mind, Alexa.com is an Amazon company so not exactly unbiased.

I feel like Amazon bought Alexa.com so they could use Alexa for Echo devices

They bought it way back in 1999. I've always wondered how much confusion there is internally at Amazon because of the name re-use.
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