Ecosystem Thoughts
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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 …
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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 …
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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 …
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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 …
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AP M&A Snapshot: Q1 2010 M&A: TONE VS. REALITY
M&A in the first quarter of 2010 was a bit deceiving. Anecdotally, we have seen a gradual improvement in the tone of the market over the past several quarters, and Q1 was a continuation of that trend. However, when measured empirically, overall M&A transaction volume within the internet, mobile and digital media sectors declined, particularly in what we consider the “sweet spot” of activity, transactions between $25 million and $1 billion in size, which we summarize below.
A few items to …
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Digital Advertising Management Provider Eyeblaster Files For IPO
Eyeblaster, which filed for an IPO on March 10th, provides a digital advertising campaign management platform which helps simplify the coordination between advertising agencies, advertisers, and publisher. The platform helps creative designers manage the campaign content creation process, provides ad serving and targeting capabilities and monitors and analyzes campaign performance. Ad formats include rich media, video, banner , mobile and search. Competitors include Google/Doubleclick, Microsoft/Atlas, Valueclick, Gannett/PointRoll and Limelight/Eyewonder.
We’ve seen a …
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