Le numérique, ce n'est pas seulement des codes, des automates, des serveurs, des réseaux, des PC, des langages, des logiciels, c'est aussi des compétences, des réseaux sociaux, des communautés, des normes, des identités, des traces, des diffusions, des processus, des architectures, des classements, des indexations, des scoring, des interactions, des narcissismes, des fictions, des attaques, des protections, des choix, des budgets, des politiques, des rémunérations …
Everybody knows that Google Inc.'s (GOOG) innovations in search
technology made it the No. 1 search engine. But Google didn't make money
until it started auctioning ads that appear alongside the search
results. Advertising today accounts for 99% of the revenue of a company
whose market capitalization now tops $100 billion.
Now, research
is showing that Google's auction methodology, invented internally and so
important for its success, is far more innovative than auction experts
once believed. While superficially similar to earlier types of auctions,
it is a "novel mechanism" that "emerged in the wild," write the authors
of The High Price of Internet Keyword Auctions, a new study by Benjamin
Edelman of Harvard University, Michael Ostrovsky of Stanford
University, and Michael Schwarz of the University of California at
Berkeley. Google's AdWords became so successful after its debut four
years ago that some of its key features were quickly adopted by Yahoo!
Inc. (YHOO), then the search-ad leader.
MATHEMATICAL RIGOR
Close-mouthed
Google has opened up about AdWords since the three economists cracked
its code last November. It freed Hal R. Varian, a Berkeley economist who
consults for Google, to publish some of his findings about the auction
methodology. And on Feb. 22, Google gave an interview to BusinessWeek in
which for the first time it named the technical leader of the project:
Eric Veach, a veteran of Pixar Animation Studios (PIXR) whose Stanford
doctorate was in computer graphics, not economics. "Without his
mathematical rigor we wouldn't have been able to do it," said
vice-president of product management Salar Kamangar, himself a biology
major, who was Employee No. 9 at Google and led the nontechnical side of
the project.
Some of Google's innovations are only now being
matched. For instance, Yahoo gives the top spot on its search results
page to the advertiser who pays the most per click. But Google maximizes
the revenue it gets from that precious real estate by giving its best
position to the advertiser who is likely to pay Google the most in
total, based on the price per click multiplied by Google's estimate of
the likelihood that someone will actually click on the ad.
Anil Kamath,
chief technology officer of Efficient Frontier Inc., a search-engine
marketing firm in Mountain View, Calif., estimates that Google earns
about 30% more revenue per ad impression than Yahoo does. Kamath says
Yahoo is likely to follow Google's lead soon. Asked about that, a Yahoo
spokesperson says the company is "currently evaluating" making more use
of the "click-through rate" in placing ads. Last fall, Microsoft Corp.'s
(MSFT) MSN embraced Google's approach, tweaking it to increase ads'
relevance, when it began auctioning search ad space.
What makes
Google's auction so different? Auctions come in two main flavors. In a
typical first-price auction, participants put in sealed bids, then the
winner pays his or her bid. But the danger is the high-bidder ends up
regretting having won, an effect known as the winner's curse. A
second-price auction lessens winner's curse because the highest bidder
gets the prize but pays only the minimum necessary to win, namely the
second-highest bid, plus perhaps a penny.
Kamangar, Veach, and
colleagues chose a second-price auction. But not knowing theory, they
designed one that differed in a key respect from the one economists had
studied. In the economists' version, bidders always have the incentive
to tell the truth. In Google's auction they don't, say Edelman,
Ostrovsky, and Schwarz, since in some cases, by understating the top
price they're willing to pay, advertisers could get a slightly lower
position on the search page for a lot less money. They conclude that
naive advertisers who told the truth could overbid. Google's system has
pluses for advertisers, too, says Varian. It's easier to understand than
the academic version. And it's proven to work on a large scale.
AdWords
Select, as it was called at its February, 2002, debut, was actually
Google's third crack at an ad auction. The first two were flawed, but
Google founders Larry Page and Sergey Brin kept pushing. Even the
current system isn't perfect. Advertisers complain that it's too much of
a "black box." Still, if the best measure of innovation is commercial
success, Google's AdWords was a grand slam. Says Kamangar: "Third time's
a charm."
Après une année 2001-2002 qui a vu la montée fulgurante de Google
dans le paysage Internet Français (PIF), prenant une large avance en
tête des outils de recherche avec plus de la moitié du trafic généré sur
les sites web, le Panorama eStat/@position se penche sur les raisons
réelles de son succès, et détaille ses utilisations.
Ainsi, Les utilisateurs de Google surfant sur les sites français sont
avant tout des adeptes de la francophonie : la version française
Google.fr se distingue de plus en plus et atteint 48% du total des
recherches de Google. 77,4% des utilisateurs ont paramétré l'interface
du site en langue française. 22% ne veulent que des sites francophones
dans leurs pages de résultats et 11% souhaitent se limiter aux sites
français.
Par ailleurs, même si Google est utilisé de manière basique (82,1% des
recherches sont des recherches simples composées uniquement de mots
clés), les résultats obtenus semblent satisfaire les utilisateurs
puisque 76% d'entre eux trouvent une réponse qui leur convient dès la
première page de résultats.
Les recherches s'avèrent être également précises : 51% des requêtes contiennent trois mots clés ou plus.
La simplicité d'utilisation plébiscitée par les utilisateurs est
également mise en évidence par le faible taux d'utilisation des
fonctionnalités avancées (1,08% des recherches). Quant à la Googlebar, elle ne génère que 3% des recherches totales.
Des thématiques de recherche ont pu être mises en évidence en fonction
des horaires d'utilisation. La majorité des recherches se font après
17h. Les recherches liées aux jeux et à la musique se font plutôt en
début soirée pour laisser place aux recherches liées au charme après
22h. A l'inverse, les recherches liées à l'emploi se font avant 17h avec
un pic de requêtes entre 10h et 12h.
Selon le deux sociétés eStat et @position, « Le succès de Google
s'expliquerait donc par sa simplicité d'utilisation, son adaptation aux
spécificités d'un pays (options de langue directement accessibles) ainsi
que par sa technologie de recherches optimisée et efficace. »
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