Ecosystem Thoughts
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AP IPO Monitor
Reply!, an online marketing auction place company, filed for IPO on February 22, 2010, adding to the list of recent IPO filings that we track in our AP IPO Monitor. Reply! operates an online marketing auction place that enables online lead generation and locally-targeted marketing. The company aggregates customer prospects from various online traffic sources and categorizes those customer prospects based on the customer’s profile and location.
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The QuinStreet IPO Lesson: IPO Market Challenged
Last week, QuinStreet priced their IPO at $15 per share, far below the hoped for range of $17-$19 per share. The first day of trading held offer price but unfortunately the following day QuinStreet broke its offer price, closing at $14.55. This is not how a healthy IPO market behaves.
QuinStreet has all the qualifications of a company that ought to be well received by institutional investors as an Initial Public Offering. Revenue scale, historical and projected revenue and profit growth, …
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AP IPO Monitor
Here is an updated running list of recent IPO filings in the internet | mobile | digital media sectors.
For SEC documentation (i.e. original S1 filings, excluding amended S1 filings), please click the following links: Gamefly, Vringo, Motricity, ReachLocal, Meru Networks, Telegent, …
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Gamefly Filed for IPO
Gamefly, an online video game rental company, filed for IPO on February 10, 2010, adding to the list of recent IPO filings that we track in our AP IPO Monitor. Gamefly offers a subscription-based online video game rental service for various game consoles including PlayStation3, PlayStation2, PSP, Xbox 360, Wii, GameCube, Nintendo DS, and Game Boy Advance. Similar to Netflix’s(NASDAQ:NFLX) online movie rental service, Gamefly allows gamers to select games to …
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AP M&A Snapshot: Other Notable Acquirers in 2009
In previous postings, we have highlighted general M&A transaction data, active M&A themes and key acquirers in calendar 2009. We’d like to share with you other notable acquirers within the internet | mobile | digital sectors. While not quite so active in 2009 as the top acquirers, these buyers are important players and have the capacity to be quite aggressive.
In addition to traditional internet & media companies like Yahoo …
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Corporate Earnings Snapshot
Public companies within the internet, mobile and digital media sectors are in the midst of disclosing 4th quarter 2009 financial results. It’s tough keeping track. While for only a small group, mocoNews posted a useful and easy to read summary today which we’ve highlighted below. If you visit the mocoNews site, they also have links to insightful articles regarding earnings results and financial projections. It’s worth a look.
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Recent Activity Within Local Mobile Advertising & Marketing
Our recent posting “Coming Soon: Local Mobile Marketing and Advertising” touched upon the increasing prominence of the local mobile advertising opportunity and highlighted a number of key required elements that are essential to build a local mobile advertising business. While well below the headlines, we have seen a number of very recent M&A transactions that have occurred over the past couple of weeks that are driven by the local mobile marketing theme. These transactions include:
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