The Equity Kicker

MARCH 28, 2013

Anecdotally people and companies seem to be getting more and more out of the site and its data but the chat I’ve heard about the efficacy of its advertising products has largely been negative. As you can see from the chart above revenues have now reached a reasonable scale and continue to grow very fast.

Forecast 131

Forecast Revenue IPO Advertising 131

The Equity Kicker

APRIL 20, 2012

Looking at the mobile advertising industry over the last few years suggests that tipping point is around 3-5%. It’s an old cliche that for the first ten years of this century every years was supposed to be the year of the mobile, then the iPhone and Apple app store arrived and the mobile internet finally took off.

Advertising 102

Advertising Mobile IPO Marketing 102

Both Sides of the Table

FEBRUARY 21, 2010

When I started investing the US advertising market was $300 billion with only 10% of it ($30 billion) of it being online and measurable. One recession later and the US advertising market is about $245 billion – but still only 10-12% is online and measurable. And it turns out that we click a lot.

Advertising 284

Advertising Las Vegas Affiliate RSS 284

The Equity Kicker

SEPTEMBER 27, 2013

Whilst that’s not an outrageous increase from $10.5bn from what we know of Twitter’s finances it seems pretty spicy from a multiples perspective – just north of key comps Facebook, LinkedIn and Yelp on a revenue basis at 15x the 2014 estimate of $1bn, and 65x estimated 2014 EBITDA (Facebook 36x, LinkedIn 159x).

IPO 98

IPO Valuation Stock Advertising 98

Agile VC

AUGUST 1, 2012

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement. First the enthusiasm.

Mobile 160

Mobile Advertising Bandwidth Web 160

Agile VC

FEBRUARY 2, 2012

Facebook S-1: The Most Anticipated IPO in a Decade. Here’s my first look at Facebook viewed through the lens of their IPO filing. How They Make Money : Facebook’s primary revenue stream is of course selling advertising on Facebook.com, which in total accounts for 85% of revenue. February 2, 2012.

IPO 100

IPO South Korea Venezuela Revenue 100

crowdSPRING Blog

JANUARY 18, 2013

A VC: MBA Mondays: Revenue Models – Subscriptions – [link]. Thanks To Facebook, Strongest Year For IPOs Since 2000 With $21.5 5 Predictions For Online Advertising | Fast Company – [link]. 50 Creative advertisements of cars | Ants Magazine – [link]. Why Startups Die | The Next Web - [link].

Social Media 94

Social Media Small Business Design Media 94

ReadWriteStart

JULY 18, 2011

If you like this kind of advice, check out my coverage of a talk by Paul Palmieri, Co-Founder and CEO of mobile advertising service Millennial Media, titled " Investing in Your Influencers. ". Kedrosky: "In the 90's I was an analyst through all this [tech investment and IPO] madness. You want to build your own IPO and exit.

Investment Bankers 153

Investment Bankers Technical Review Cofounder Due Diligence 153

The Equity Kicker

DECEMBER 18, 2012

VatorTV had an article this morning reporting on the growth in mobile advertising. They note from the eMarketer chart inset right that US mobile ad spend is up 180% this year to $4.1bn and say that “after years and years of every year being proclaimed as the ‘year of mobile’ it finally happened in 2012”.

Mobile 100

Mobile Acquisition Forecast IPO 100

Agile VC

MAY 26, 2011

Google is still a private company (their IPO was Aug 2004). The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. And obviously all the liq prefs went away in the IPO when pref stock converted to common. We have a long way to go baby! link] Terence Donnelly.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

BeyondVC

JULY 31, 2008

Anyway, here are the questions and my response: Even though there is uncertainty in the credit markets, a stalled IPO market, and few billion-dollar plus M&A transactions, the investment activity level and appetite for quality businesses in the middle-market continues to be vibrant. IPO vs. M&A)? (My Exit Strategy.

Jordan 60

Jordan Exit Strategy IPO Semantic 60

Both Sides of the Table

MAY 4, 2010

They’ve had a total of 12 deals that have IPO’d. Palm (acquired by HP ) – In our interview we talked about how transformational mobile computing is and why it’s different than web computing (e.g. But LivingSocial is reportedly doing around $180,000 per day in gross revenue. Yes, that’s right.

IPO 236

IPO .Net Venture Capital Strategic Investors 236

crowdSPRING Blog

MAY 22, 2012

Although Facebook’s stock price has fallen well below its IPO price of $38 per share, many people agree that the stock is still significantly overpriced. They can’t – certainly not based on Facebook’s current revenue opportunities. Moreover, current per user revenues outside of the U.S./Canada

South Korea 88

South Korea IPO Russia Stock 88

Both Sides of the Table

MAY 23, 2012

In an over-funding environment companies are encouraged to eschew revenues in a land grab to acquire eyeballs, clicks, page views or whatever other vanity metrics give VCs the false comfort that they’re sitting on a gold mine. IPO markets had burned an entire cycle of retail stock investors and many institutional investors to boot.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

ReadWriteStart

MAY 30, 2011

As an entrepreneur it can be dizzying to watch Groupon and Living Social grow so quickly, raising huge venture rounds at massive valuations while contemplating multiple billion dollar acquisitions and IPOs. However, that was an outlier relative to the majority of tech companies focused on online advertising.

Advertising 116

Advertising Business Model Revenue Mobile 116

View from Seed

JANUARY 24, 2018

Pierre Valade, Co-Founder of Sunrise & Mobile Designer at Microsoft. Fareed Mosavat is the product lead for Upgrades and Expansion at Slack, focused on revenue growth for Slack’s small business customers. Pierre Valade, Co-Founder of Sunrise & Mobile Designer at Microsoft. Sara Wajnberg, SVP of Product at Oscar.

Operations 176

Operations Cofounder Technical Review Angel Investor 176

Agile VC

MAY 23, 2012

In the wake of the undue frenzy leading up to and now ex post recriminations about Facebook’s IPO, the mainstream media and normal folks keep wondering if the non-existent “bubble” for internet companies has now popped. Turns out commerce and advertising are kinda different businesses actually. Silly stuff like this.

Internet 182

Internet Silicon Valley IPO Seed Stage 182

The Equity Kicker

NOVEMBER 17, 2015

The internet and mobile marginalised Microsoft’s dominance of the desktop and improvements in search took away the need for Yahoo’s portal of curated links. They’ve seen great companies like Yahoo and Microsoft lose relevance and they don’t want it to happen to them.

Social Media 60

Social Media Acquisition Curation IPO 60

adamac.blogspot.com

MARCH 9, 2010

Adam MacBeth Tuesday, April 07, 2009 10 Startup Red Flags Ive worked on a number of startups: from seed-stage through IPO, as a founder, employee, advisor, and consultant, as well as evaluating a bunch from the outside, so Ive seen my share of screw-ups. Adamac Attack! Unfortunately this usually backfires.

Technical Review 41

Technical Review CTO Hire Fractional CTO Startup 41

Rob Go

JANUARY 29, 2012

The entire Tech world is waiting with baited breath for the filing of Facebook’s IPO next week. Not natively mobile. I think the mobile internet will further accelerate the trend of network fragmentation. But mostly, Facebook’s main challenge is that it was NOT built in a mobile-first context.

Advertising 59

Advertising Mobile Aggregator Distribution 59

Seeing Both Sides

APRIL 10, 2011

In May 1996, Open Market completed a successful IPO and more than doubled on the first day of trading, ending with a $1.2 million in revenue the year before. . The Internet bull market continued to run for four more years after the Open Market IPO, finally ending in the spring of 2000. This IPO and others like it (e.g.,

IPO 48

IPO IRR Brazil Government 48

Seeing Both Sides

JULY 22, 2012

Over a year and a half ago, I did a two-part blog post on the East Coast IPO malaise – one focused on Boston (Massachusetts more broadly), another focused on New York. On the heels of the successful Kayak IPO, I thought I would do a retrospective look back. Meanwhile, not a single New York technology IPO has taken place.

Boston 52

Boston IPO Technical Review New York 52

ConversionXL

AUGUST 23, 2020

According to a study of 3,000 mobile searchers by Google & IPOS, nearly half indicated that they are more likely to convert elsewhere if they can’t call a business directly from the search result. But could it also be that 96% of users reported encountering websites that were not built with mobile in mind ? Get it now.

Mobile 112

Mobile Analytics Web Conversion 112

Steve Blank

AUGUST 27, 2009

Yet we used the product development model not only to manage product development, but as a road map for finding customers and to time our marketing launch and sales revenue plan. The company has a large press event, and Marketing launches a series of programs to create end-user demand (trade shows, seminars, advertising, email, and so on).

Silicon Valley 260

Silicon Valley Product Startup Product Development 260

Scalable Startup

SEPTEMBER 11, 2013

San Francisco, over 50 universities and trillions of dollars in revenue. Via Stanford, Berkeley, Facebook, Google, recruiting Harvard and MIT undergrads, their wonderful PR machine, advertising free meals, free car washes, free dry cleaning, free day care. It has spread way beyond to the east bay. 150,000 salary right out of college.

Silicon Valley 22

Silicon Valley San Francisco Angel Investor Hawaii 22

crowdSPRING Blog

MARCH 28, 2013

Lessons Learned from Bill Gross’ 35 IPOs/Exits and 40 Failures – [link]. Revenue Traction Doesn’t Mean Product Market Fit – [link]. Half of What Online Advertisers Know About You Is Wrong – [link]. Amazon’s New Mobile Ad Network Is A Huge Threat To Google | Business Insider – [link].

Social Media 107

Social Media Small Business Design Media 107

ConversionXL

OCTOBER 23, 2014

According to a study of 3,000 mobile searchers by Google & IPOS, nearly half indicated that they are more likely to convert elsewhere if they can’t call a business directly from the search result. But could it also be that 96% of users reported encountering websites that were not built with mobile in mind ?

Mobile 117

Mobile Analytics Lead Generation Web 117

VC Cafe

DECEMBER 27, 2022

This figure only includes studios, and doesn’t include gaming infrastructure and supporting services (advertising, payments, distribution etc) which serve the gaming industry. billion in revenue in 2021, an 8x increase over a five year period, representing 5% of the global gaming revenue. Global gaming revenues.

Generative AI 173

Generative AI Cloud Acquisition 173

online.wsj.com

SEPTEMBER 23, 2012

Advertising. If failure is defined as failing to see the projected return on investment—say, a specific revenue growth rate or date to break even on cash flow—then more than 95% of start-ups fail, based on Mr. Ghoshs research. Less than 1% are currently in IPO registration. Advertise Locally on WSJ.com.

Venture Capital 107

Venture Capital Software Review Rhode Island North Dakota 107

Reid Hoffman

FEBRUARY 28, 2019

Today, Groupon is worth about 1/10th what it was on the day of its IPO, and revenues have been flat for years. This gives Google a major advantage in delivering relevant results and in maximizing advertising revenue. When merchants fled the platform, Groupon’s growth proved to be unprofitable and unsustainable.

Startup 28

Startup North Dakota Acquisition Europe 28

gigaom.com

NOVEMBER 5, 2012

And everywhere you look, big data and data science are already being rolled into many web and mobile applications , from deciding which products to buy to figuring out your long lost relatives. Somewhere, somehow, everyone surfing the web or using a mobile app is benefiting from big data. Mobile data as the engine for AI.

Artificial Inteligence 91

Artificial Inteligence SQL Database Framework 91

pandodaily.com

NOVEMBER 29, 2012

Meanwhile, the rash of early liquidity and recent IPOs — unsatisfying as they were — gave liquidity to thousands of employees at large companies, and a subset of those made very real money. This time around, there has been an explosion at the early stages, and the very late pre-IPO growth stages. Source VentureBeat ]. -

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93