- Sogou is a lesser tier search company in China, but its market share is growing and it has hooked up with giant Tencent for exclusive use in WeChat.
- While a part of that is still in evaluation phase, and there are no current plans of monetizing this, it’s nevertheless a significant development.
- Management hasn’t really figured out how to monetize its mobile keyboard, which is the clear market leader, focusing on growth instead.
- TAC cost are very elevated this year, but these could come down next year, giving company metrics a shot in the arm if that happens.
Sogou: A Fast-Growing Search Company With Option Value
June 18th, 2018 · No Comments