Agile VC

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Startup IPO Market: A Fickle Mistress ? AGILEVC

Agile VC

September 15, 2011. In the first half of 2011, the IPO markets were looking strong for VC-backed companies. And even other strong, but perhaps not standout, companies like Active Network and Demand Media completed their own offerings. How diffferent 2H 2011 looks. © 2011 GenuineVC - All rights reserved.

IPO 100
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The Consumerization of Business Software ? AGILEVC

Agile VC

October 28, 2011. But as social media continues to pervade businesses large and small, and purchase decisions increasingly happen at the user level (see #2) we will see dramatically more customer acquisition happen via the web. © 2011 GenuineVC - All rights reserved. How to Evaluate Firms for a Seed VC. Previous Entries.

Software 100
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Why Twitter is A Media Company ? AGILEVC

Agile VC

Why Twitter is A Media Company. CEO Dick Costolo famously said that Twitter is not a media company about six weeks ago at the AllThingsD conference. To be fair, Costolo said that Twitter isn’t a media company but is “in the media business” To some that may be a distinction without a difference.

Media 113
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Facebook S-1: The Most Anticipated IPO in a Decade ? AGILEVC

Agile VC

Financial Snapshot : 2011 Revenue: $3.71 2011 YoY Revenue Growth: 88%. 2011 Gross Profit Margin: 77%. 2011 Net Income: $1.00 2011 US Revenue = 56% of total, ROW = 44% of total. In fact Facebook’s ad revenue dropped in absolute terms slightly (about -3%) from Q4 2010 to Q1 2011.

IPO 100
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Yahoo! vs Facebook: Lame Lawsuit, Good Timing ? AGILEVC

Agile VC

only notified them of potential IP infringement two weeks ago on February 27, 2012 (as described in the lawsuit) and Facebook heard about it through the media rather than in private. © 2011 GenuineVC - All rights reserved. It’s not as though nobody’s heard of Facebook before, yet Yahoo! Previous Entries.

IP 100
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The ?PC? Era Finally Arrives ? AGILEVC

Agile VC

October 17, 2011. The second order impacts to the entire technology industry are in their early innings… not just the complete digitization of consumer media, but also the “consumerization” of business software, the BYOD movement in corporate IT , the evolution of the computer/human interface. Previous Entries.

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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

were fairly active a few years ago though neither is as active today and big media conglomerates like Disney are fairly sporadic as they embrace web-based media. © 2011 GenuineVC - All rights reserved. IAC and Yahoo! On the B2B SaaS side or enabling services (e.g. My partner @ LeeHower looks back: [link] 5 days ago Search.