The Equity Kicker

AUGUST 29, 2013

I’m rather late to this, but this morning I was pointed towards an eMarketer projection of Twitter revenues from March this year which has them hitting $950m in 2014, up from $583m this year. That’s some growth given the scale they are at and explains why people are talking more and more often about Twitter’s IPO.

Revenue 109

Revenue IPO API Valuation 109

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

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

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

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

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

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

This is going to be BIG.

JUNE 19, 2012

I don’t know exactly when the agency to product transfer happened at Buddy, or at what point you can start calling yourself a software company (when service revenues dip below subscription/license revs?), We help brands to engage their audiences by extending their advertising campaigns into the social world. ” to.

Software 105

Software Media Social Media Advertising 105

View from Seed

JULY 24, 2015

The tweet that really spoke the most truth to this discussion (just check the replies for proof), was from Mike Troiano, a well-known marketer and CMO of Actifio, which is considered to be IPO-bound in the next year or two. “Brand experience is something you really want to figure out before you start spending on advertising.”

Boston 120

Boston Cofounder B2C PR 120

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%. After the arrival of the iPhone mobile inventory sky-rocketed and revenues at the leading mobile ad network, Admob (a DFJ investment), went in the same direction.

Advertising 102

Advertising Mobile IPO Marketing 102

A Smart Bear: Startups and Marketing for Geeks

JULY 23, 2013

Marketo filed for IPO with impressive 80% year-over-year growth in 2012, with almost $60m in revenue. of revenue, force-feeding sales pipelines with an unprofitable product. SaaS companies earn their revenue over time. time to earn back the revenue to cover all your customer acquisition expenses) 75% annual retention.

Business Model 335

Business Model .Net Revenue IPO 335

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

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!

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

MAY 22, 2014

Unfortunately Alibaba doesn’t actually break out revenue by marketplace or business unit. In fact JD.com, which priced it’s IPO yesterday, is a direct seller (e.g. Also other Tmall merchants can advertise on Tmall in both CPC keyword and CPM display formats, but small sellers from Taobao or Juhuasuan are not permitted.

China 159

China Revenue Flash Affiliate 159

The Equity Kicker

JULY 4, 2014

Yesterday I noted that the desktop advertising has also peaked. If you take the 1995 Netscape IPO as the start of the internet advertising market then that industry went from inception to decline in 19 years. Advertising Facebook Startup general interest' There’s a similar story there.

IPO 110

IPO Advertising Revenue Internet 110

Both Sides of the Table

JULY 16, 2010

You invest low amounts of capital and the company gets to IPO (96-99) or trade sale (05-08) without raising too much capital and certainly not on punishing terms. Revenue must come from a primary source (as opposed to advertising or other third party sources). But in bad economies many angels get burned.

Technical Review 311

Technical Review LP Early Stage Silicon Valley 311

Up and Running

JULY 10, 2019

Meanwhile, Soulcycle, the spinning obsession of every trendy New Yorker, filed for IPO in 2018 only to withdraw at the last minute. This ensures you have some recurring revenue coming to cover overheads in the beginning. Doing the right kind of advertising and marketing. Why is boutique fitness booming?

Retention 70

Retention Social Media Software Review Acquisition 70

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 Russia IPO Stock 88

Startup Lessons Learned

SEPTEMBER 22, 2008

is an elegant way to model any service-oriented business: Acquisition Activation Retention Referral Revenue We used a very similar scheme at IMVU, although we werent lucky enough to have started with this framework, and so had to derive a lot of it ourselves via trial and error. The AARRR model (hence pirates, get it?)

San Francisco 167

San Francisco CPA SEM CTO Hire 167

Startup Professionals Musings

AUGUST 13, 2012

Clearly define the customer, channel, and revenue model associated with this solution. In this section, you need to be passionate about revenue, profit, and volume growth. Many people seem to use the social network advertising model for revenue, but forget it assumes at least 100M users and $50M investment. Exit strategy.

Business Plan 283

Business Plan Sweat Equity Exit Strategy Intellectual Property 283

Both Sides of the Table

MAY 4, 2010

They’ve had a total of 12 deals that have IPO’d. We discussed whether investing in the second largest player in a category makes sense given that Groupon is 10x the revenue, 3.5x But LivingSocial is reportedly doing around $180,000 per day in gross revenue. Raising $75mm in IPO, values company at $515mm.

IPO 236

IPO .Net Venture Capital Strategic Investors 236

Startup Professionals Musings

MAY 13, 2011

Clearly define the customer, channel, and revenue model associated with this solution. In this section, you need to be passionate about revenue, profit, and volume growth. Many people seem to use the social network advertising model for revenue, but forget it assumes at least 100M users and $50M investment. Exit strategy.

Business Plan 290

Business Plan Sweat Equity Exit Strategy Intellectual Property 290

Both Sides of the Table

AUGUST 21, 2011

While the media industry is driven by a combination of subscriptions and advertising – it’s clear that the latter plays a unique role in media. Of the $300 billion spent annually on advertising, 90% of it ($270bn) is still offline and not measurable. (1). The Impact of Mobile Phones on Advertising. Why Pay-Per-Call?

Mobile 329

Mobile Advertising Affiliate Internet 329

The Equity Kicker

DECEMBER 18, 2012

VatorTV had an article this morning reporting on the growth in mobile advertising. After the Admob and Quattro deals we had the near $1bn Milennial IPO earlier this year. One way that the mobile advertising market could work better is via more realtime buying and selling of inventory.

Mobile 100

Mobile Acquisition Forecast IPO 100

Steve Blank

MAY 21, 2012

This intersection of a customer base of billions of people with applications that are used/needed 24/7 never existed before.The potential revenue and profits from these users (or advertisers who want to reach them) and the speed of scale of the winning companies can be breathtaking.

Silicon Valley 336

Silicon Valley Venture Capital Social Media Media 336

Agile VC

AUGUST 1, 2012

The best example of this was Facebook’s disclosure during their IPO process back in May that “mobile” usage was increasing significantly but FB’s monetization of mobile users lagged considerably. Gaming is still the largest category, where you see multiple mobile game companies with $100M+ revenue (e.g.

Mobile 160

Mobile Advertising Bandwidth Web 160

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

BeyondVC

NOVEMBER 17, 2006

I am not sure if you saw the news , but Salary.com recently filed for an IPO to raise up to $50 million. From April 2001 through June 30, 2006, we achieved 21 consecutive quarters of revenue growth. In fact, during the last 3 fiscal years for the company, it did $6.4mm, $10mm, and then $15mm in revenue. million, $0.9

IPO 60

IPO Investment Bankers Demand Revenue 60

Seeing Both Sides

DECEMBER 1, 2010

Yesterday, I analyzed the Massachusetts IPO ecosystem. That said, when you analyze the pipeline of IPO candidates, you begin to see a very different picture. Estimated 2010 Revenue. Unlike in MA, one doesn't see public company CEOs regularly mingling with their pre-IPO brethren at cocktail parties and industry gatherings.

IPO 29

IPO Massachusetts Advertising Finance 29

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

Gust

AUGUST 5, 2012

Clearly define the customer, channel, and revenue model associated with this solution. In this section, you need to be passionate about revenue, profit, and volume growth. Many people seem to use the social network advertising model for revenue, but forget it assumes at least 100M users and $50M investment. Exit strategy.

Business Plan 182

Business Plan Sweat Equity Exit Strategy Intellectual Property 182

Hearpreneur

JUNE 18, 2016

It’s not necessarily a case of whether Twitter is dying – I personally believe it will have a ongoing shelf-life as a social networking tool – but if brands aren’t receiving the kind of engagement they need from the platform, Twitter is going to lose their revenue stream. Photo Credit: Tara Coomans.

Entrepreneur 48

Entrepreneur Social Network Channel Social Media 48

Duct Tape Marketing

SEPTEMBER 29, 2022

Questions I ask Mike Evans: [1:46] Could you give us a high-level overview of the startup of Grubhub to IPO to what you’re doing now? 12:51] Right up to IPO at which point you quit, which I think some people would actually say, you made it now, why are you quitting? He lives in Chicago with his wife, daughter, dog, and bike.

Founder 82

Founder Startup Kansas Chicago 82

Startup Professionals Musings

APRIL 22, 2010

Clearly define the customer, channel, and revenue model associated with this solution. In this section, you need to be passionate about revenue, profit, and volume growth. Many people seem to use the social network advertising model for revenue, but forget it requires at least 100M users and $50M investment.

Business Plan 186

Business Plan Exit Strategy Sweat Equity Intellectual Property 186

View from Seed

JANUARY 24, 2018

Fareed Mosavat is the product lead for Upgrades and Expansion at Slack, focused on revenue growth for Slack’s small business customers. He was previously VP Product at Runkeeper (sold to Asics), a General Manager and Director of Product at Zynga (IPO), and Director of Product at Conduit Labs (sold to Zynga). Back to Top). Back to Top).

Operations 176

Operations Cofounder Technical Review Angel Investor 176

Austin Startup

NOVEMBER 25, 2018

My first day at Bazaarvoice was just a few weeks later, on May 2, 2005, and we built a company from inception to IPO on around $12m of capital use (out of the $24m we raised) in 7 years, creating over a thousand jobs and impacting clients all over the world?—?starting I sold $5,000 of banner advertising within one week of launching the site.

Bootstrapping 48

Bootstrapping Austin Equity Cofounder 48

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