Ecosystem Thoughts


Ecosystem Thought — June 6th, 2017

Mobile Data Insights Ecosystem Overview

Author: Eric Risley, Steve Payne, John Ascher-Roberts


Data, the insights which can be gleaned from such data and effectively using these insights are some one of the profound learnings which have come from the emergence of Amazon, Alphabet, Facebook and many other internet era companies.  The emergence of the smartphone and other mobile “computer platforms” such as wearables, tablets, automobiles, trucks, etc. has brought a new class of data which offers insights into “real-world” behaviors and patterns in addition to online activity.  Architect Partners has been actively involved in a number of recent M&A transactions where this theme has been the fundamental value proposition and we believe the market remains in its early stages with many more strategic moves to come.

As a tool to help create a framework for better understanding, Architect Partners has developed the following Mobile Data Insights Ecosystem overview.  We attempt to offer a perspective on several topics including i) how data is collected, what is the data and how it’s used, ii) a framework to understand how various companies are participating, iii) an example of who are the leading companies, both large and small, iv) who are the larger companies who have a strategic need to build out their capabilities, partially via M&A, and v) an overview of past strategic moves.

Our objective here is to offer our community some perspective and insights as a start to more specific conversations.


Mobile Data Insights – June 6th, 2017 by ArchitectPartners on Scribd

Architect Partners’ M&A alerts related to mobile data insights:

Snap acquires Placed in June of 2017 for up to $200 million (covered here)

Quotient Technology acquires Crisp Media in May of 2017 for up to $57.5 million (covered here)

Oracle acquires Moat in April of 2017 for $850 million (covered here)

Harland Clarke acquires RetailMeNot in April of 2017 for $630 million (covered here)

Amobee acquires Turn in February of 2017 for $310 million (covered here)

The Mobile Majority acquires Gimbal in December of 2016 (undisclosed, covered here)

xAd acquires WeatherBug in November of 2016 (undisclosed, covered here)

Adobe acquires TubeMogul in November of 2016 for $540 million (covered here)

Salesforce acquires Krux Digital in October of 2016 for $700 million (covered here)

Time acquires Viant in February of 2016 (undisclosed, covered here)

Telenor acquires Tapad in February of 2016 for $360 million (covered here)

Neustar acquires MarketShare Partners in November of 2015 for $450 million (covered here)

AOL acquires Millennial Media in September of 2015 for $238 million (covered here)

App Annie acquires Mobidia in May of 2015 (undisclosed, covered here)

Oracle acquires Datalogix in December of 2014 for $1.2 billion (covered here)

Yahoo acquires Brightroll in November of 2014 for $640 million (covered here)

Yahoo acquires Flurry in July of 2014 for $200 million (covered here)

Opera acquires AdColony in June of 2014 for $350 million (covered here)

AOL acquires Convertro in May of 2014 for $101 million (covered here)

Oracle acquires Bluekai in February of 2014 for between $350-$400 million (covered here)

Twitter acquires MoPub in September of 2013 for $350 million (covered here)

Adobe acquires Neolane in June of 2013 for $600 million (covered here)

Salesforce acquires ExactTarget in June of 2013 for $2.5 billion (covered here)

Facebook acquires Parse in April of 2013 for $85 million (covered here)

Opera Software acquires Skyfire Labs in February of 2013 for between $76-$155 million (covered here)

Salesforce acquires Buddy Media in June of 2012 for $745 million (covered here)

Yahoo acquires Interclick in November of 2011 for $270 million (covered here)

Adobe acquires Nitobi in October of 2011 (undisclosed, covered here)


For more information, please contact: John Ascher-Roberts

Contact Email: jar@architectpartners.com