Both Sides of the Table

MARCH 25, 2016

It turns out that to build a successful company you ultimately need this strange thing called “revenue” that people don’t just hand you: You need to earn it. And there’s this other thing called “gross margin,” which shows the quality of your revenue. How much ad revenue does TripAdvisor make?

Startup 150

Startup Seed Money DC Software Review 150

Both Sides of the Table

JULY 14, 2010

They are tasked with “getting deals done&# so they race around talking to tons of potential partners inking anything from channel sale deals , product integration, international distribution agreements, co-marketing arrangements, M&A discussions, etc. You have a marketing department with three people. I love that saying.

Development Team Review 323

Development Team Review SEM Channel Social Media 323

Both Sides of the Table

SEPTEMBER 15, 2013

Maker announced it has raised $62 million this year, acquired an amazing off-YouTube distribution network and grown its business in monetary terms by almost 300% year-over-year off of an already large base. but not that this justifies take a 45% revenue share. This revenue share comes after the YouTube split.

Networking 366

Networking Media Distribution Video 366

Both Sides of the Table

SEPTEMBER 19, 2011

The reason that incumbents can’t react is that their revenue and defensibility are continued by serving the high-end of the market for which it would take too much time & money for any competitors to effectively challenge. In Netflix’s case this is their DVD distribution business. this service will continue.

Los Angeles 329

Los Angeles Revenue Retention Acquisition 329

Both Sides of the Table

MARCH 1, 2016

LPs have been feeling great about venture capital due to holding valuable paper positions in companies like Uber, Lyft, Airbnb, Dropbox, all of which they feel confident will drive large cash distributions in the future. Without some cash distributions, eventually LPs will become stretched.

Venture Capital 150

Venture Capital LP Silicon Valley Marketing 150

Both Sides of the Table

MAY 19, 2010

Founded in November 2007 in New York City by Alexis Maybank and Kevin Ryan (co-founder of DoubleClick); CEO is Susan Lyne (ex-CEO Marta Stewart Living Omnimedia) Revenue estimates: $50mm in 2008; $170mm in 2009 (versus budget of $150mm); $450mm forecasted for 2010. Note that these are “gross” revenue numbers. Total raised: $29.5mm.

Partner 240

Partner New York City Cofounder Syndicate 240

Both Sides of the Table

JUNE 17, 2017

70–80% of the costs of most startups are employee costs so what you’re really talking about when a company is unprofitable is that they are growing their staff ahead of their revenue. Revenue When I look at an income statement I start by focusing on the revenue line. You need to understand the “quality” of the revenue.

Stock Options 227

Stock Options Startup Dilution Venture Capital 227

Both Sides of the Table

JUNE 22, 2015

If a company wanted to distribute software on a mobile device it need to sell via a “portal” (US term) or a “deck” (UK term) of a mobile carrier. As the desk-based Internet emerged it was initially sold through telecom carriers (after players like AOL and EarthLink innovated the market).

PR 150

PR Early Stage Software Naming 150

Both Sides of the Table

DECEMBER 25, 2011

What excited me was that they had an immensely talented team that understood how to produce & distribute low-cost videos, initially via YouTube. They know this model of YouTube production & distribution better than anybody else that I’ve met in my 5 years in Los Angeles. Sound familiar?

Silicon Valley 291

Silicon Valley Los Angeles Distribution Internet 291

Both Sides of the Table

JANUARY 19, 2015

YouTube takes too high of a revenue split (45% vs. 30% that Apple and many other distribution companies take – FWIW, YouTube argues this is because their costs are much higher since they host and stream the video). YouTube is a distribution and marketing channel like any other. You can’t build a brand on YouTube.

SEM 150

SEM Los Angeles Silicon Valley Acquisition 150

Both Sides of the Table

JUNE 20, 2014

I have been saying privately for years now that I believe online video will evolve into fragmented distribution (my next online video post) and vertical production. Nobody has figured this out better than AwesomenessTV who not only has built an enormous online media presence but also packages and distributes shows for Nickelodeon.

South America 291

South America Colombia Mexico Vertical 291

Both Sides of the Table

FEBRUARY 20, 2017

They are tasked with “getting deals done” so they race around talking to tons of potential partners inking anything from channel sale deals , product integration, international distribution agreements, co-marketing arrangements, M&A discussions, etc.

Cofounder 164

Cofounder Retention PR SEO 164

Both Sides of the Table

JUNE 6, 2012

When you have limited distribution, the costs of distributing media are so prohibitive that only the largest of media producers (and distributors) are relevant. That couldn’t happen without the advent of lower cost production & distribution. This was how companies who produced media became big before the Internet.

Media 302

Media South Korea Distribution Technical Review 302

Both Sides of the Table

FEBRUARY 18, 2013

Sure, the revenue & margin will be significantly lower than traditional TV. Before this South Korean wonder spread across the globe I had written about a trend in global audiences that exists when the costs of production are nearly zero and the costs of distribution are also nearly free. think Apple.

Video 380

Video Audience Global Distribution 380

Both Sides of the Table

JULY 10, 2010

You have to be selected to present and it is typically reserved for companies that have already raised early-stage capital and are well into revenue growth. Company plans to use money to expand inventory and distribution capabilities, and build more social features. Revenue of ~$160mm in 2008. TechCrunch. GroupSpaces.

IPO 242

IPO Venture Capital Private Placement Cofounder 242

Both Sides of the Table

FEBRUARY 21, 2010

Our publisher distribution network reaches in the tens of millions of unique users and is comprised of “head end&# stars as well as many “mid tier&# and “long tail&# publishers. They already had a completed product and a distribution deal with the largest affiliate network company, Commission Junction.

Advertising 284

Advertising Las Vegas Affiliate RSS 284

Both Sides of the Table

MAY 4, 2010

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. If this figure is accurate – it’s certainly a very large business even when you look at net revenues.

IPO 236

IPO .Net Venture Capital Strategic Investors 236

Both Sides of the Table

JANUARY 26, 2013

The funding rounds will also build customer confidence and they’ll help journalists feel air cover in writing your more important pieces when you brag about customers, traction, revenue or whatever. So in my opinion you should design your funding story to get wide distribution. They seldom scoop fundings.

Startup 355

Startup PR Merger Dividend 355

Both Sides of the Table

JUNE 18, 2010

Reportedly, Softbank and Zynga have discussed jointly distributing games through Softbank’s mobile-phone service in Japan and other countries. Software Helps companies rapidly convert unstructured online data and content into structured data assets that can be used to create new products, revenue Streams, and enhance current online data sets.

Venture Capital 225

Venture Capital Non-Compete Vertical Europe 225

Both Sides of the Table

FEBRUARY 17, 2010

Apple wants to take a major share of the revenue. But you need to think in terms of broader distribution. There are so many free Flash games now where the owners of the handset and OS wouldn’t be able to have a cut in the revenue if they were widely distributed on iPhones. There is a strategy for that.

Flash 326

Flash Mobile Application Development Cloud 326

Both Sides of the Table

MARCH 11, 2011

I thing I’ve learned over the years is that technology purists hate advertising even when it is that revenue stream that truthfully drives much of our industry. GoTo.com went on to ink huge distribution deals with Microsoft, AOL & Yahoo! He created GoTo.com (later renamed Overture) out of a frustration with search.

Product 350

Product Tuvalu Dilution Incubator 350

Both Sides of the Table

FEBRUARY 12, 2010

Most people are visual thinkers and being able to see things like revenue, total sales pipeline, conversion rates, error rates or whatever the measure, putting it in a time series graph helps people to quickly digest business performance. But make sure that you do as much of your performance measurements in a graphical format.

Startup 331

Startup Balance Sheet Forecast Early Stage 331

Both Sides of the Table

MAY 4, 2015

It wins through better distribution, logistics, inventory management, warehousing, customer support, merchandising, cross-selling and ultimately on price & scale. Imagine a business that is a consumer or small-business product offering but with a revenue stream that is like a SaaS business.

Technical Review 150

Technical Review San Diego Dallas San Francisco 150

Both Sides of the Table

DECEMBER 5, 2010

AOL was controlled by one company and the Internet was distributed. billion in annual subscription revenues not including advertising or eCommerce). They controlled distribution to the masses. &# And I’d say sardonically , “no, Mom, you’re not on the Internet. AOL was closed, the Internet was open.

Social Network 318

Social Network Networking Internet Technical Review 318

Both Sides of the Table

DECEMBER 9, 2013

In my nearly 15 years of attending board meetings I can tell you that the distribution of time actually spent on these activities while you’re in person is more like: 1. should we charge SaaS revenue, ad revenue or volumetric billing revenue? should we cut staff early since our revenue isn’t growing?

Advisory Board 337

Advisory Board Valuation Stock Options Seed Money 337

Both Sides of the Table

JANUARY 5, 2016

The reason is that most people equate MCN with “YouTube aggregators” meaning people who sign up video creators, roll them up into a single content management system and then collect advertising revenue from YouTube. The distribution sources are increasing. YouTube aggregation isn’t a business. You sell candy bars.

Aggregator 150

Aggregator Silicon Valley Distribution Video 150

Both Sides of the Table

FEBRUARY 3, 2011

What is the mix of revenue between ads, subscriptions, digital downloads & ecommerce. My favorite quote of the show, “Gregg, what’s the mix of revenue types?&# JibJab doesn’t do ad revenue at all. JibJab has an ad model that relied on exclusive distribution deals with the big portals.

Viral 303

Viral Investment Bankers Video Business Model 303

Both Sides of the Table

MARCH 3, 2013

Obviously that barrier has been brought down with low-cost ability to capture, stream and distribute content over the Internet. ” No royalty paid until there is revenue. Today’s higher education is responding by making more courses online and available to people outside of physical boundaries. Then there is a royalty rate.

Bankruptcy 403

Bankruptcy Offshore Liquidation Preference Balance Sheet 403

Both Sides of the Table

FEBRUARY 8, 2015

You have to build a large online tech company that distributes video.” Online technology company that distributes video. So my advice to many is to study online companies that understand how to use technology for audience development, engagement, viral distribution and subscriptions. Most will fail. Here is an example.

Video 150

Video Curation Distribution Silicon Valley 150

Both Sides of the Table

JUNE 29, 2011

In addition it is much easier to get distribution than it was in the pre Facebook, pre iPhone world. If they hit a product / market fit (meaning you suddenly see a massive uptick in usage and/or revenue) then these companies need to go “fat.&# I believe that most companies can exist in the experimentation mode for 3-4 years.

Venture Capital 296

Venture Capital Software LP Early Stage 296

Both Sides of the Table

SEPTEMBER 10, 2010

I own an HTC Incredible built on Google Android both because it’s open and because it’s built on a network that I get to choose (Verizon) not chosen for me by a sweatheart deal cut by a tech company (Apple) to maximize their revenue (through AT&T) rather than my utility (a network that works at my house). non-mobile).

Web 300

Web HTML AJAX China 300

Both Sides of the Table

JUNE 12, 2010

We also discussed having distributed teams (e.g. Why liberal arts undergraduate degrees can be more valuable than economics / business undergraduate degrees. -Company grew by more than “400% each year” for past few years [assume growth metric = revenues]. Revenue model: % of total ad or data buy purchased through platform.

Venture Capital 217

Venture Capital Los Angeles Oakland Asia 217

Both Sides of the Table

DECEMBER 22, 2011

As far as I know, the revenue in AWS is not publicly broken out but the last rumor I heard was that it had crossed $1 billion per year. This has particularly hurt the print media businesses that can no longer charge enough to pay for editorial, printing & distribution. The Cloud is the future at Amazon has an enormous lead.

Non-Compete 386

Non-Compete Startup Internet Cost 386

Both Sides of the Table

SEPTEMBER 1, 2010

I then learned about the large world of Internet arbitrage, lead gen, and “crap-taculous&# revenue as one friend calls it. Here’s how I learned: When I first started blogging 18 months ago or so I started asking people the best way to get distribution. And then I had another bubble burst.

Offshore 284

Offshore Widget SEO Distribution 284

Both Sides of the Table

JANUARY 13, 2016

In the online world the ecosystem is being fragmented into those that primarily produce content (Mitu, Vice, BuzzFeed) and those who primarily distribute it: YouTube, Amazon, Netflix, Yahoo!, We are now doing 2 billion video views per month and will do tens of millions in revenue this year. AOL and the like. Fast forward 18 months.

Vertical 150

Vertical Video South America Los Angeles 150

Both Sides of the Table

SEPTEMBER 17, 2017

For example, distribution to find new apps in a mobile Internet is tightly locked down by the oligopoly of Apple and Google. Distribution of media is tightly controlled by YouTube, Netflix, Facebook, Amazon and a handful of others. Our social graphs are locked in Facebook, Twitter and Snapchat. Enter the decentralized Internet.

Government 280

Government Distribution United States Stock 280

Both Sides of the Table

FEBRUARY 12, 2017

billion and revenues likely exceeding $250 million (Wikipedia lists 2015 revenue at $167 million). Jonah said that 50% of BuzzFeed’s revenue now comes from video and the pace of this change really surprised him. I asked Jonah about his started position in photos, lists, GIFs and text and where he thought video fit in.

Media 210

Media Los Angeles Russia Viral 210