Ecosystem Thoughts

  1. VC-Backed M&A Snapshot

    Last week, we published our analysis on the Q1 2012 M&A activity in the Internet | Mobile | Digital Media sectors. Today, we also take a closer look at the Q1 2012 VC-backed M&A activity. Our analysis is below.

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    April 19, 2012 | Permalink | No Comments

  2. M&A Snapshot

    While Q1 2012 M&A activity was muted, we believe we’ve already seen the trough and expect M&A activity to increase for the foreseeable future.  Several factors give us confidence. First and foremost, the broader economic concerns which weighed on strategic decision making in Q3 and Q4 2011 have moderated somewhat. Second, the IPO market has shown increasing levels of activity and many will become active M&A market participants.  Third, marquee deals can be influential to the psychology of the …

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    April 10, 2012 | Permalink | No Comments

  3. 2011 Local Commerce M&A Snapshot

    StreetFight published our 2011 local commerce M&A analysis today.  2011 was an intensely active year for the local marketing and commerce M&A market, with 186 transactions logged — up 40% from 2010. Groupon, Google, LivingSocial and eBay led the way in acquisitions, gobbling up smaller companies in a move to further solidify their position in the local marketing arena. Major acquisitions include eBay’s purchase of local targeting company WHERE for $135 million, Reply’s $60 …

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    March 19, 2012 | Permalink | No Comments

  4. VC-Backed M&A Snapshot

    This Monday, we published our analysis on the Q4 2011 M&A activity in the Internet | Mobile | Digital Media sectors.  Today, we also take a closer look at the Q4 2011 VC-backed M&A activity.  Our analysis is below.

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    January 11, 2012 | Permalink | No Comments

  5. M&A Snapshot

    M&A activity within the Internet | mobile | digital media sectors continued to demonstrate a healthy tone in the last quarter of 2011.  E-commerce and marketing analytics remain key driving themes this quarter, as demonstrated by major acquisitions made by Verifone, Oracle and IBM.   Architect Partners’ M&A Snapshot for Q4 2011 is presented below.

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    January 9, 2012 | Permalink | No Comments
  6. It’s Good to be a Developer!

    It’s Good to be a Developer!

    I was just reading a GigaOM article noting the incredible growth in the mobile app market – 1 million mobile apps and counting.  Importantly, these mobile apps are generating real revenues – Gartner expects mobile apps to bring in $15 billion in revenue this year, while Juniper Research believes app revenues could hit $32 billion by 2015.

    I couldn’t help thinking, “It’s good to be a mobile …

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    December 2, 2011 | Permalink | No Comments

  7. AP Framework: The Evolution of Shopping

    The way we shop is rapidly being influenced by scores of innovative young companies who are helping retailers, brands and consumers fundamentally reshaping how goods and services are bought and sold.

    Below we highlight some of the key drivers of these changes, offer a framework to help understand who fits where in a very complicated ecosystem and feature some of the most innovative companies making things happen. …

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    December 1, 2011 | Permalink | No Comments

  8. VC-Backed M&A Snapshot

    Last week, we published our analysis on the Q3 2011 M&A activity in the Internet | Mobile | Digital Media sectors.  Today, we also take a closer look at the Q3 2011 VC-backed M&A activity.  Our analysis is below.

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    October 14, 2011 | Permalink | No Comments

  9. M&A Snapshot

    M&A activity within the Internet | mobile | digital media sectors continues to demonstrate strong tone in the third quarter of 2011.  Key themes driving activity include digital marketing, mobile infrastructure and applications, social, location and cloud infrastructure.  Architect Partners’ M&A Snapshot for Q3 2011 is presented below.

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    October 5, 2011 | Permalink | No Comments
  10. HTML5 ARRIVES – the chink in Apple’s armour?

    HTML5 ARRIVES – the chink in Apple’s armour?

    The big guns were just shot over Apple’s walled garden.

    Walmart VUDU and Amazon Kindle released websites that mimic the look, feel and user experience of the now ubiquitous downloaded app.  These sites are built using the new, much talked about HTML5 standard, are readily accessible using Apple’s Safari browser and are optimized for use on the iPad.  Access to these site can also be …

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    August 11, 2011 | Permalink | No Comments