4000万独立用户

人均PV=40

===》480亿PV每月？

50%属于可盈利广告存货monetizable advertising inventory

25%的存货可以卖出去

每页只放一个广告页

平均CPM 1英镑

==》目前每月收入是600万英镑？

每年收入可以达到7200万英镑？

假设净利润率50%，净利润为3600万英镑，粗略估计英镑兑美元汇率是2，即为7200万美元。那么此交易对于Bebo的估值来讲，即是11.8倍。

 

附： 潜在的最大化收入是5000万英镑/月？【假设全部的PV都可以利用上】。

如此看来，AOL的这笔生意实在是很划算：P

注;  部分参考了 Fred Destin的估计：

在目前的，社会化网络在年轻人的互联网生活中的比例是13%，但是他们只占到互联网广告收入的2%。因此，发展前景是极为客观和具有想象力的。

另外，此次投资bebo的Balderton 或者说 Benchmark Capital大概赚了9倍，实在是一个很好的回报 

The $140 million figure represents more than a 9x return on Balderton’s original investment, which was done at a post-money valuation of approximately $95 million.

As Inside Facebook and Techcrunch have noted, the use of social media has far outpaced the monetization of social media. This is true for the web in general (21% of media time, 7% of advertising dollars), but even more true for social media. As I have noted in the past, I believe that this is because social media needs a standard ad unit. Today the bulk of monetization within social media sites comes from IAB standard buttons and banners. That is a good start, but it does not take advantage of the inherent social elements of social media. We have yet to see a standard ad unit emerge that is native to social media.