What are the 10 consumer web companies that are best positioned for the 2010s? continue reading...
The Grinch Who Stole Q1
Tech Crunch has been making the rounds and the projections for Q1 2009 online advertising are bleak: continue reading...
During Google’s troubled earnins report (see our coverage of that here), Eric Schmidt jumped in to talk about Google’s boundaryless display and video advertising revenue opportunities. Comments Henry Blodget:
Amid battering from analysts on unit growth, CEO Schmidt jumps in to remind everyone about the display revenue and YouTube opportunities. Out of character and probably a direct response to the quarter miss and resulting analyst pandemonium. continue reading...
Editor’s note: I knew we were speaking too soon. One more deal to add to the list: Time Warner to buy Quigo. Added to the bottom of the list, under ad networks.
According to The Jordan Edmiston Group Inc.’s October 2007 Client Briefing report, the number of deals through the first three quarters of 2007 exceeded full year 2006 figures: 637 transactions with $95B in value thus far. Do the math and that is $150M per deal, quite rich. continue reading...
When DCLK got bought by Google, and then aQuantive got bought out by Microsoft, I said independent of what you or I say about the prices paid ($3.1B and $6B respectively), aQuantive was definitely worth twice as much as Doubleclick.
Of course, like it or not, this might have everything to do with IAC’s Ask.com being a competitor of Google, now parent of Doubleclick. I had actually warned Google that it risked a publisher exodus… and now shockingly my prophecy there turns true. Hmm. For an overall rundown of the GOOG/DCLK deal click here. continue reading...
When pundits think of what might be in store for Yahoo!, the options that come to mind are as follows:
- status quo
- merger with eBay
- acquisition by/merger with Microsoft
- taken private continue reading...
Somewhat odd, and interesting, to see Google’s official blog list down the reasons why they’re buying DCLK:
“In summary, we’re buying DoubleClick because: continue reading...
There’s been a lot of talk about the steep premium MSFT paid to acquire AQNT, and there are many reasons for that, one being that in the ad networks marketplace, it had become a seller’s market, quickly, after DCLK sold to GOOG for $3.1B.
But in light of the bidding war between MSFT and GOOG for DCLK, I’m not surprised at all that AQNT fetched that much (I own shares in AQNT). I gave my two cents as to why “AQNT is absolutely worth 2 times DCLK” here. Of course, anyone’s guess is as good as mine. Today, TheStreet.com joins the camp of supporters who are bullish on the deal. continue reading...
Background
On March 27th, I suggested that MSFT should spin MSN.com/Live.com into Yahoo! In fact, afterwards a reader even sent me a link to John Battelle’s like-minded suggestion, time-stamped March 13th. continue reading...
One of the best things - ie. most reassuring - is that the stock market is not exuberant.
Today, Yahoo! bought the 80% of Right Media it did not own for over $600M, valuing the entire company at over $800M. To put this into context, NBC bought all of iVillage for $600M, News Corp. bought Intermix (MySpace’s parent) for $580M, and all of IGN for $650M. All of these deals took place less than two years ago. continue reading...
