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A comment on Tumblr. Parent comment

Re:Tumblr by nostrademons on Wednesday August 14, 2019 @04:23PM (#20699545)
IMHO Wordpress itself is grossly undervalued. I've done some whole-web analysis and they (including both the open-source project and the hosted service) account for roughly 18% of the web. The volume of content produced on them (in terms of # of words, not # of messages) is greater than on Twitter. If you look at comparables - with Twitter valued at $30B, Reddit at $3B, and Wordpress valued at $1.16B - it's pretty hard to justify those valuation disparities. Sure, it's open-source and non-hosted-by-them Wordpress installs don't really make much money for the company, but you could argue that they actually have more control over the greater Wordpress ecosystem than Reddit does over famously revolt-prone subreddits.

Unfortunately, they're private, profitable, and to my knowledge not seeking investment, otherwise I'd buy a slice of them in a heartbeat.

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Re:Tumblr by avn2109 on Wednesday August 14, 2019 @06:56PM (#20700878)
Another interpretation of your (insightful and valid) comment is that Twitter and Reddit are severely overvalued.
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Re:Tumblr by ramphastidae on Thursday August 15, 2019 @12:05AM (#20702492)
The valuations are fine. Firstly, WordPress is not valued at anything as it is not a private company. You are thinking of Automattic, which is a managed host that owns wordpress.com and makes their money on ads and subscriptions. Their share of and profit from the WordPress ecosystem is much smaller than you think, blogs / websites are commodities at this point, and there is no reason to think there is a relationship between volume of content and valuation.

Meanwhile, Twitter and Reddit are massive social networks with millions of daily active users.

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Re:Tumblr by panopticon on Wednesday August 14, 2019 @08:26PM (#20701416)
I think investors like the fact that Twitter and Reddit control all of the user data and (mostly) where and how it's surfaced. The idea is they can somehow monetize this data (e.g., ad revenue).

Obviously they haven't been able to do that yet. There's a chance those platforms are very over-valued... but you can see where some people think the golden goose is.

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Re:Tumblr by wyqydsyq on Thursday August 15, 2019 @01:30AM (#20702837)
> IMHO Wordpress itself is grossly undervalued.

It's kind of hard to put a monetary value on a product that is free

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