Manazarta a kamfanin saka hannun jari Needham sun kiyasta kimar YouTube a kan dala biliyan 455, wanda ya kai kashi 50% sama da jarin kasuwar Netflix. Duk da haka, masana sun yi imanin cewa an yi la'akari da ƙimar haƙiƙanin ɗaukar hoto na gaskiya saboda tsarin riƙewar Alphabet, wanda ya mallaki YouTube.
Tsarin Alphabet yana da wahala a cika ƙimar kasuwancin sa daban-daban, musamman YouTube, a cewar manazarta Laura Martin da Dan Medina na Needham. Suna jayayya cewa rabuwar giant mai gudana daga kamfanin iyayenta na iya amfanar masu zuba jari da ke neman mayar da hankali kan rinjayen YouTube a cikin yawo.
"Akwai wannan boyayyar kimar a cikin YouTube da mutane ba za su iya kasuwanci daban ba, don haka an kulle ta a cikin rukunin Google, wanda kuma yana da sauran haɗari," in ji Martin. Ta kuma yi nuni da cewa, yuwuwar rarrabuwar kawuna za ta kuma amfanar da wadanda suka yaba rawar da Alphabet ke takawa a ci gaban AI. Needham ya kiyasta cewa ko da sayar da hannun jari na 5% a YouTube na iya ƙara $15 zuwa farashin hannun jari na Alphabet.
An daɗe ana sukar tsarin haɗin gwiwar Alphabet saboda ɓoye ainihin ƙimar kasuwancin sa. Manazarta da masu saka hannun jari suna lura da babban matsayi na YouTube a cikin kasuwar yawo kuma suna hasashen ci gaba da bunƙasa cikin kudaden talla. By Bloomberg, kudaden talla na YouTube zai karu kusan 17% zuwa dala biliyan 37 a cikin 2024 da wani 14% zuwa dala biliyan 42 a 2025. Idan aka kwatanta, kudaden shiga na Netflix da ake tsammanin a cikin 2024 kusan dala biliyan 38,7 ne.
Duk da yake Netflix shine jagora a yawancin nau'ikan TV, bitar TD Cowen na dandamali masu yawo ya gano YouTube bai yi nisa ba kuma shine babban zaɓi don kallon abun ciki akan na'urorin hannu.
Masu sharhi a babban bankin saka hannun jari na duniya, Goldman Sachs, sun kuma fahimci mahimmancin YouTube don haɓaka hannun jarin Alphabet. A cikin bayanin kwanan nan mai kwanan watan Yuli 8, sun lura cewa kudaden shiga daga sashin biyan kuɗi shine babban abin haɓaka haɓaka kuma yakamata ya ƙaru a cikin shekaru masu zuwa. Kamfanin ya tabbatar da cewa yanzu ne lokacin da za a ɗauki hannun jarin Alphabet kuma ya ɗaga farashin sa, a wani bangare saboda hasashen haɓakar tallan talla na YouTube.
Laura Martin ta Needham tana ganin yuwuwar a wasu sassan kasuwancin Alphabet, kamar sashin fasahar talla. Ta yi imanin cewa karya Alphabet zuwa kamfanoni daban-daban na iya haifar da haɓakar ƙimar gabaɗaya, tana mai cewa "Haruffa a sassa za su fi daraja fiye da gaba ɗaya."
source:
source: 3dnews.ru
