Agile VC

SEPTEMBER 15, 2011

Startup IPO Market: A Fickle Mistress. The IPO market, she is a fickle mistress. In the first half of 2011, the IPO markets were looking strong for VC-backed companies. In the software an internet space a number of companies obviously had strong public offerings (LinkedIn, Yandex, Pandora, RenRen, et al). About Me.

IPO 100

IPO Marketing Silicon Valley Private Equity 100

VC Cafe

JANUARY 24, 2021

According to the Economist , video game internet traffic, including mobile games, has increased 75% in the U.S. According to Gamesbeat , the streaming wars will spill over to the cloud gaming wars, with media companies, streaming companies and telcos looking to include gaming packages in their offerings. social media.

Technical Review 207

Technical Review Audio Forecast Social Media 207

Agile VC

MAY 23, 2012

The End of “Internet” Companies. Al Gore's 2012 Induction to the Internet Hall of Fame. I’m not sure whether it’s 10 years from now or 50 years from now, but at some point in the medium to long term future we’ll cease talking about “internet” companies in any meaningful sense.

Internet 182

Internet Silicon Valley IPO Seed Stage 182

Agile VC

MARCH 8, 2012

Tech IPOs Are Back – So Now What? Three of the five “blockbuster” tech IPOs I predicted have happened (LinkedIn, Groupon, Zynga) and the biggest of all (Facebook) has filed and will likely go public within the next 90 days. I see several dynamics at work in today’s IPO markets. March 8, 2012.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

MARCH 13, 2012

And at PayPal we were hit with a couple patent disputes while in the midst of our IPO process. 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. I skimmed the text of the Yahoo! execs involved.

IP 100

IP IPO Social Network Silicon Valley 100

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. 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.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

JULY 11, 2012

Burr, Egan, Deleage [Boston] –> Huge wins in the 1980s and early 90s included Continental Cablevision (sold for $5.3B – now a big chunk of what is Comcast), Qwest Communications, Cephalon (biotech IPO, acq by Teva), and Powersoft (Burr, Egan made 35x when it went public and then was acquired by Sybase).

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240