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Sogou: A Fast-Growing Search Company With Option Value

June 18th, 2018 · No Comments

  • 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.

Source: Sogou: A Fast-Growing Search Company With Option Value – Sogou (NYSE:SOGO) | Seeking Alpha

Tags: SOGO