5 Reasons why Guvera Limited will fail in Australia
The notion of using advertising to recoup the costs of offering a service ‘free’ to internet users is definitely not a new one. Infact some would argue it’s practically as old as the web itself.
I’d even go one step further and suggest that the majority of the internet (OzSoapbox included) supports itself in some way by utilising a form of advertising. Whether it be contextual advertising, capitalising on search queries, using advertising to sell a product or service or simply just participating in social media; Advertising on the internet is everywhere.
It’s no surprise that ever since Napster gained popularity way back when that various companies have attempted to capitalise on the ‘paid for by advertising with no cost to the user’ model and apply it to third party entertainment.
Usually in Australia we get to watch with envy as these companies start up in other countries but all that’s about to change with the launch of Guvera Limited.
Guvera plan to initially offer 256kb MP3 music tracks to the Australian public at no direct charge. Instead, in exchange for valuable consumer demographic information, advertisers can elect to ‘sponsor’ a particular channel featuring an advertiser controlled playlist and will foot the bill for each track downloaded from that playlist.
The music tracks on offer are DRM free, of reasonable quality (256k MP3s certainly aren’t comparable 320k MP3s or lossless codecs like FLAC but they are decent enough), and the advertising is non-intrusive. This means it’s onscreen but you’re not required to interact with it to listen to the music. Instead the real value pitched to advertisers is in the marketing data gleaned off Guvera’s userbase.
Here’s 5 reasons I believe Guvera will ultimately fail.
1. The exponential relationship between Guvera’s popularity and its downfall.
When you run a business on a model that is aimed at compensating copyright holders with money earned through advertising, you must ensure that your advertising income matches the amount of debt your users are generating.
Each music track download is an incremental cost that you as a business now owe to the various copyright owner of the track.
As Guvera’s popularity grows, so does the amount of tracks downloaded and thus the revenue needed to be earned to pay copyright holders. At some point advertisers are going to have to seriously consider the value they are getting from market research data vs. the amount of money they are paying to Guvera.
With absolutely no disincentive to sign up other then having to provide a ton of personal information to obtain virtual credits to download music there is nothing stopping the Guvera userbase exploding.
Currently there are 46 advertisers signed up to Guvera and about 20,000 users. Guvera predicts this number will double to around 40,000 when the service goes live on March 30th. Track wise the number stands at 300,00 but the site is still in pre-launch. Guvera expects its track offering to reach over three million post launch.
I have no idea what advertisers will be paying per track download but with numbers like that on offer I hope Guvera have a strong financial sustainability department.
With plans to offer movies and television shows. which undoubtedly command higher copyright fees, in the future the budget balancing for Guvera will become even more razor thin.
2. Will the artists actually get paid?
In theory when you pay money to record labels the idea is that they pass on money to the artists. Whilst this might work for major headline pop star acts, what about all the smaller artists?
First advertisers pay Guvera peanuts per track download. Then Guvera take a cut before passing on money to record labels. The record labels then also take a cut before finally passing on what’s left to the artists.
So what’s a cut of a cut of peanuts?
Probably not enough to make the whole exercise worthwhile for the artist. Sadly there’s not much they can do about it however. One of the caveats of belonging to a record label is they hold exclusive copyright over your works.
Late last year it was revealed that one of Lady Gaga’s tracks had over a million downloads on the streaming ad supported platform Spotify.
Spotifty operates in Europe which means a much larger advertiser and userbase. Despite this over a million downloads of a track resulted in earnings of $167 US for Lady Gaga.
Good luck to smaller less known artists operating in the much smaller Australian online music marketplace.
3. Broadband limitations in Australia
I’m not entirely sure what the broadband data allowance landscape is in Australia right now but when I left late last year it was pretty crap. You either had blazingly fast speed and some tiny data allowance or a massive data allowance on a sluggish congested network.
Either way you paid through the nose for the privilege.
Music isn’t such a big issue but if Guvera plan to offer movies and television for free in Australia they are going to hit a brick wall when it comes to what their users can download.
If people aren’t downloading and subsequently viewing advertisers channels then advertisers are going to reassess the value they get from participating.
Subsequently the entire system collapses. I can tell you now that major television and movie copyright owners are not going to be giving their content away DRM free without being substantially compensated.
4. People are morons
There’s plenty of people out there who, if they have the data allowance, would happily download the entire current catalogue of 300,000 music files available on Guvera’s pre launch platform.
Not because they want to listen to them, but because they can. Some people might do it because they have a genuine interest in listening to music they’ve never heard before but the majority will just be dicks downloading because
a. it’s free and
b. because they can.
This will play in turn play havoc with any perceived value that advertisers are getting for their channel supporting investment.
Guvera could of course go ahead and live in la-la land where everybody uses the internet responsibly but I sincerely hope they have a contingency plan in place to deal with morons.
The catch 22 for Guvera of course will be that the second anyone is penalised we’re going to see a lot of whining.
‘Why offer an unlimited music track download service if it’s not really unlimited?
I was halfway through downloading the entire catalogue when Guvera suspended my account. Then I lost my job, my wife left me and I found out yesterday I have testicular cancer. Fuck you Guvera.’
I can’t wait.
5. Advertiser relevance
Some of the big companies advertising on Guvera have been recently announced. Names such as McDonalds, Harley Davidson and Pepsi amongst them.
Now whilst these companies have unquestionably blank cheque advertising departments, what exactly are they going to do with a whole bunch of statistical data garnered from a cross section of users who like a particular track?
Presumably the advertisers are free to tailor the information they request from users but that doesn’t change the fact that the advertiser has no control over the demographic listening into a particular channel they might sponsor.
McDonalds might learn that people who like to listen to Greenday like Big Macs… so what the hell are they going to do with that data?
And as for Harley Davidson… do motorcycles even have music systems yet?
So what if Britney Spears fans think red motorcycles are better looking then blue ones?
Pepsi I can appreciate will use the market data to perhaps choose their next celebrity endorsement but for how long is that going to be worth subsidising a nations music track downloads for?
Whilst I appreciate the effort and concept of Guvera I can’t help but feel that be it a few months a year or even maybe two, the entire thing is just going to fail.
Early last year I asked why Australia didn’t have it’s own Hulu on demand service? Whilst I have heard rumours we are the next country Hulu is coming to, I can only imagine the reason it’s taking so long is because of the logistical nightmare it is dealing with copyright here in Australia.
That and our online market is comparatively small and local media distributors will be up in arms the second any online distribution models shows signs of viability.
Whilst Guvera is a step in the right direction I can’t help but feel it’s just a mishmash of old, tried and ultimately failed ideas.
Australia is a unique media market place and as such we need to bring unique business ideas to the table if legal online distribution of media is going to work here.
Sadly Guvera’s ‘advertising will cover all our costs’ business model seems far from original.





March 19th, 2010 at 11:10 am Leper(Quote)
It’s definitely a tough market to move into, as it depends upon having enough subscribers, advertisers and music/video media to serve. The labels can effectively cripple the service on a whim too, which doesn’t exactly bode well for long-term viability. Development, maintenance and bandwidth costs will likely be quite high, especially while the service is developing and expanding.
If Guvera can obtain a critical mass of users and advertisers, then they have a small chance of success. However, at the end of the day their business model is dependent to the whims of three groups who are highly adept at acting immorally when it suits their needs (the general public who can’t help themselves when something is “free”, the media labels and the advertisers).
I’d like to see Guvera succeed, although since their business model depends upon a trinity of immoral bastards, I don’t think it will happen.
March 19th, 2010 at 3:33 pm Mark(Quote)
Your points would be valid besides one blaring thing you have forgot to mention. Australia was only the beta module. The main market that Guvera is aiming at for sustainability is the states. Is the largest consumer country in the world a big enough market for you? Even if the OZ side runs at a loss America will off set that by a big margin.
Guvera will work.
March 19th, 2010 at 4:36 pm ozsoapbox(Quote)
@Leper
Exactly. If the Guvera userbase explodes and the record labels all of a sudden think their copyright is worth more the advertisers have to foot the bill. If the advertisers refuse to play ball then what?
I doubt Guvera is going to have any weight as a moderator as they are heavily reliant on both the advertisers and the recod labels.
In reverse if the advertisers feel the market data they obtain from Guvera users isn’t worth the copyright premiums they are paying and they demand cheaper data, the record labels will have to compromise.
If they don’t then what?
In both cases there simply isn’t a plan B; the Guvera business model just falls apart.
@Mark
What and you think Guvera is the first company to try and make the advertising for free music model work in the US? If anything the points I raised are increased if Guvera operate beyond Australia.
1. America’s population is much larger then Australia’s. This means more financial strain is put on advertisers as they are footing larger bills to copyright holders. Additionally market data is geographically specific. US data isn’t much use in Australia and vice versa.
Then there’s the issue of distribution rights. A large company like Apple can’t even get worldwide distribution rights sorted, so what are Guvera going to do? Also the price of music tends to vary from country to country. Australian’s pretty much get shafted when it comes to online purchases.
2. More countries means more people need to be paid and this means less money making it’s way to the artists. Additionally the commodity being traded by Guvera, market research data, has no value to recordin artists so they will rely purely on the value of copyright revenue. Historically this isn’t much.
3. Whilst broadband is limited in Australia it’s much more available in the US. On top of copyright costs Guvera will also have to deal with bandwidth costs. From what I understand the rest of the world isn’t as draconian as Australia when it comes to unlimited internet.
4. Tied into point 3 is the fact that outside of Australia there’s a lot of bored people with lightning fast connections and no download quotas. They will just download the entire catalogue because they can. How long do you think an advertiser will happily foot the bill for this?
5. As I mentioned earlier advertiser relevance varies geographically. If a company wants to sponsor a channel and trades exclusively in the US then what do they care about Australian market data. Then the dilemma arises of finding a company to sponsor the Australian arm of that channel, assuming that channels aren’t different depending on which country you login from.
If the channels are different then it’s easy to predict what will happen. The US will get the bulk of channels and the rest of the world won’t use the service because it’s the catalogues are laughably small.
The US market alone can’t support the rest of the world, even if Europe turns out to be profitable. Hell even Guvera traded solely in the US they’re already tackling a market dominated by Hulu and iTunes. These two are market leaders and have established sustainable revenue streams.
Guvera’s claims of non-intrusive advertising are a bit rich. Instead of sitting there and watching some ad you’ve got to sit there and punch in a whole lot of details for market research before you can download anything. Your basically trading time sitting there watching something for having to put some effort in.
Internet users tend to be lazy…
Sorry but the fact that Guvera plan to concentrate on the US market doesn’t in any way make me believe they will be any more succesful. I believe there just isn’t enough value in market research data in the longterm.
I hope that’s not a business strategy…
March 19th, 2010 at 10:35 pm Lance(Quote)
Actually Guvera claimed they were aiming for 100,000 users, not 40,000 users, by March 30. Still concerned about the sustainability of it all, as if you read all the backstory on Guvera, they seem to have a history of missing key dates to get the product to market.
Wait and see.
March 19th, 2010 at 10:48 pm ozsoapbox(Quote)
Yeah currently they’ve signed up 40,000 or there abouts. Not sure how they’ll go with 60,000 in less then 2 weeks.
Another thing to consider is that they are an Australian company. No idea if this has any bearing on global distribution rights.
April 1st, 2010 at 2:45 pm James(Quote)
I don’t think the broadband limitations really matter. It’s no different to downloading a song/movie off iTunes or even LimeWire is it?
People won’t be able to download the whole catalogue of music either. You’re given a limited amount of credits from each advertiser and once you use them all you have to wait until they decide to give you more.
April 1st, 2010 at 3:03 pm ozsoapbox(Quote)
I think Guvera will change the mindset of the consumer/downloader. Currently iTunes forces the consumer to burden the cost so there’s a financial deterrent there. Limewire has the stigmata of you’re doing something illegal. For example if someone whinges to an ISP about their download limit the ISP can trot out the ‘well if you weren’t doing anything illegal you wouldn’t use up your cap’ line.
Guvera removes both of these constraints. I think if consumers feel they are obtaining media legally then the onus is put back on the ISP to meet the demand. ISP’s aren’t going to financially ruin themselves by increasing data allowances overnight so the end result is a data limitation set on the consumer.
This hurts Guvera’s business model.
Kinda sounds a bit annoying. Might be useful if you’re exploring new music but if you know what you’re after are you going to wait around for some sponsor to shower you with more credits or just fire up the Pirate Bay?
April 14th, 2010 at 3:42 pm Gay(Quote)
6th Reason… It’s GAY TOTALLY GAY!
May 22nd, 2010 at 8:56 am RJ(Quote)
Stop whinging & get on board. At the moment we have a place to get free legal music! Use it for what it is offering.
The debate on the business will fail or not fail is a waste of space. We want this to succeed. The music industry needs it. There will be a contingency plan, which will be if you do not have credits then just pay for it – as per itunes!
The more users the more advertisers – more chance of success.
Support the concept, don’t knock it
May 22nd, 2010 at 3:20 pm ozsoapbox(Quote)
Whilst I have no doubt the music industry needs services like Guvera, I don’t think individual artists do.
Once everyone’s taken their cut how much of the advertising revenue do you think is going to find it’s way to the artists. Then there’s the whole issue of advertisers just picking teeny pop idols and running with them.
The last thing the world needs is more Justin Biebers being sponsored by music sites like Guvera.