Agile VC

OCTOBER 27, 2011

There’s a couple different forces I see at work: 1) Selling & Customer Acquisition - In the last 5 years, the biggest force in business software was the impact of the cloud as an infrastructure layer and product/service delivery mechanism. companies on user acquisition are increasingly being applied to SaaS companies.

Software 100

Software B2B Silicon Valley Acquisition 100

Agile VC

MAY 21, 2012

On the consumer facing side, the number of companies doing multiple acquisitions of $100M+ was extremely short… Google, eBay/PayPal, Amazon, and Microsoft are at the top of the list. <$100M) acquisitions for several years now, but they’ve mainly been acquihires. IAC and Yahoo! Author howerl. Filed under Uncategorized.

Acquisition 162

Acquisition Silicon Valley B2B Seed Stage 162

Agile VC

JUNE 24, 2013

I started jotting this down about a month ago but Google’s acquisition of Waze was a good prompt to finish off this post. Cars as a Media Platform – Again I think infotainment is only the tip of the spear but cars have been a media platform for many decades, since the advent of AM radios.

Internet 153

Internet Caching Aggregator Audio 153

Agile VC

MARCH 13, 2012

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. It’s not as though nobody’s heard of Facebook before, yet Yahoo! hardly tried to deal with Facebook on this issue outside the court system.

IP 100

IP IPO Social Network Silicon Valley 100

Agile VC

JANUARY 3, 2013

Apple has taken the fully integrated OS/hardware approach and while Android is an open source OS adopted by Samsung, HTC, and other device makers Google’s becoming more integrated via it’s Nexus devices (built by partners) and of course the Motorola acquisition.

Mobile 124

Mobile Software Open Source Search 124

Agile VC

FEBRUARY 2, 2012

These companies report gross ad revenue but then subtract out “TAC” (Traffic Acquisition Costs) which is basically accounting-speak for the revenue share they pay to the partner sites where the ads actually appear. This is different from companies like Google and Yahoo! Ergo, Zynga spends more like $250 million on Facebook ads.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

MARCH 8, 2012

The secondary wave of VC-backed IPOs has also come to fruition… both consumer facing (Yelp, Demand Media, Pandora, Carbonite, HomeAway, Angie’s List, et al) and B2B (Jive Software, Brightcove, Imperva, Responsys, etc). The pipeline of companies in registration has continued to grow.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100