Global IU3, Brand Value, and Customer Monetization for AOL, YHOO, EBAY, AMZN

Over the last four months we have fine-tuned our Internet industry frameworks. In our first report in this planned five-part series, we focused on global Internet user/usage propensity; in our second report, we created an Internet user/usage ecosystem framework; and in this report, we apply the thinking to AOL, YHOO, EBAY, and AMZN as well as focus on brand value and customer monetization opportunities for these companies. These reports, in our view, take an academic and practical approach to thinking about key organic growth trends for leading Internet companies.

With our frameworks, we endeavor to go back to the basics in business drivers. Given the slowing economy and serious concerns about when it will improve, combined with the dot-com fall-off, this is an easy time to knock Internet/technology companies. However, we take a long-term view and focus on some key basics — and whether it's Internet user, uses, or usage growth (IU3), brand strength, or monetization opportunities, AOL, Yahoo!, eBay, and Amazon.com stand out from the packs.

AOL, YHOO, EBAY, AMZN could be leading brands/businesses of the new century. We continue to believe that at least two, if not all, of these four companies have the opportunity to be among the leading brands and businesses of the new century. Our premise is simple — a uniquely well-positioned leading company should be able to benefit significantly from strong secular demand for its services. And with this should come shareholder value creation that resides nicely above the market averages. That said, in an increasingly challenging environment, execution becomes more and more important.

This report is 3rd in a Series of 5 Internet-Related Reports. A summary of this 90-page, 9-chapter report can be found on pages 3–5.

Global IU3 , Brand Value, and Customer Monetization – Part 1 of 1 (90 pages)