Ecosystem Thoughts
-
-
Mobile Marketing Vendor Velti Files for U.S. IPO
Velti, a mobile marketing vendor better known outside the U.S., recently filed for its U.S. initial public offering. While the bulk of their $90mm in revenues are from outside the U.S., they are worthy of watching carefully as the only publicly visible pure-play mobile marketing vendor at this time.
Read More -
ReachLocal Video Roadshow Presentation
ReachLocal, an online marketing platform designed to address the needs of local merchants, has begun their IPO roadshow. A video of their roadshow management presentation can be viewed at RetailRoadshow . They are currently hoping to price the IPO next week and are currently meeting with institutional investors. Solid business, solid presentation, clear value proposition to its clients and strong evidence of the shift from traditional local …
Read More -
AP M&A Snapshot: M&A Theme: Television is the New Application Platform
We find it helpful to assess M&A activity within the context of themes. One major theme is the shift in delivery and consumption of TV-based content. Television has long been a “closed” market, with content and delivery controlled by a relatively small number of players. The growth of cable and satellite services expanded the number of content choices, but not delivery options. This quarter saw activity by names such as Google and Walmart in the TV space as further proof …
Read More -
AP M&A Snapshot: M&A Theme: Gaming: Everybody’s Doing It
We find it helpful to assess M&A activity within the context of themes. One of the more influential themes at work today is the impact of gaming, both as a content business and as part of the media/advertising model. Gaming is no longer dominated by the $49 console games at Walmart and Best Buy – the momentum has moved to online and mobile, and traditional retail channels continue to lose share of dollars. This industry is bigger than feature films, …
Read More -
Getting Broadband Content On Your TV
This week at the National Association of Broadcasters (NAB) show in Las Vegas, a whole area of the floor was dedicated to streaming broadband content companies. Companies like Vizio, Boxee, Netflix, Vudu and Roku are demonstrating new hardware and service offerings to allow consumers to access Internet movies, music and content from their TVs.
New consumer research from the Leichtman Research Group found …
Read More -
AP M&A Snapshot: M&A Theme: Marketing & Advertising is the Price We Pay
We find it helpful to assess M&A activity within the context of themes. One of the most influential themes at work today is the ascendancy of marketing and advertising. Google proved that integrating the traditional media revenue model as a way to monetize their search service (software offered as a service (SaaS) was very lucrative. Fred Wilson, a fresh thinking venture capitalist with Union Square Ventures, captures the shift of thinking that is at the essence of the current theme …
Read More -
-
AP IPO Monitor: 3D Enabler RealD Files
RealD filed their S-1 on April 9th, 2010. RealD licenses 3D Cinema Systems, a 3D projector system allowing motion picture exhibitors to exhibit 3D films. RealD also offers 3D visualization tools for consumers such as monitors, TV kits and eyewear to enable 3D viewing in HDTV’s, laptops and gaming devices. 3D Movies that are RealD-enabled include Avatar, Chicken Little, Clash of the Titans, Ice Age: Dawn of the Dinosaurs, Beowulf, Coraline and many more. 3D content is an increasingly prevalent format for …
Read More -
AP M&A Snapshot: Q1 2010 Notable Acquirers
Below we highlight the activity levels of several key acquirers in the first quarter of 2010. Not surprisingly, Google continues to pick up young companies to bolster its product capabilities as well as add talent. Picnik brings photo editing capabilities to Picasa, Aardvark brings human answered search to complement Google algorithmic culture, DocVerse brings Microsoft Office users into the Google Apps family and reMail was all about talent. Analyses of many of …
Read More
