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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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Alibaba S-1: How Well Do They Monetize?

Agile VC

What we can glean from the S-1 is a qualitative understanding of the monetization of each marketplace, as well as a clearer understanding of revenue from the wholesale part of Alibaba (Alibaba.com/1688) vs the retail parts (Taobao, Tmall, Juhuasuan) and how much comes from China vs non-China (<10% of revenue is non-China).

China 159
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Facebook S-1: The Most Anticipated IPO in a Decade ? AGILEVC

Agile VC

Facebook admits as much that the ad business, which again accounts for the vast majority of revenues (85%), has seasonality in line with the media industry generally with a strong Q4 and weak Q1. In fact Facebook’s ad revenue dropped in absolute terms slightly (about -3%) from Q4 2010 to Q1 2011. Author howerl.

IPO 100
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The Rise & Fall of Great Venture Firms [Part 1] ? AGILEVC

Agile VC

And while the internet created both tremendous reward and tremendous investment carnage leading up to and after the 2000 tech bubble, it’s created long run disruption of broad sectors of media, advertising, business software & computing, and retail commerce and VCs that missed this shift have faced real struggles.