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

Steve Blank

JUNE 15, 2011

Today, the signs of the new bubble are the Linked-In initial public offering (IPO), Facebook’s stratospheric valuation and the rapid rise of early-stage startup valuation. In the case of this bubble, it was social networks, consumer and mobile applications, and the cloud. The Linked-in IPO valued the company at $8.9

Silicon Valley 328

Silicon Valley Stealth Valuation Mississippi 328

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?), but the evidence would suggest that repositioning the company as social enterprise software was a master stroke.

Software 105

Software Media Social Media Advertising 105

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. They’ve grown from nothing to >$2B in revenue in 30 months time, making the company among the fastest growing businesses in the histroy of the world. Financial Snapshot: 2010 Revenue: $713M. in net revenue and passes $0.58

North America 100

North America Chicago Boston Silicon Valley 100

Startup Lessons Learned

SEPTEMBER 15, 2008

For example, one angel investor reportedly invested in several hundred social networking ventures employing this philosophy. ► August (2) SXSW Case Study: SlideShare goes freemium ► July (4) Case Study: kaChing, Anatomy of a Pivot Some IPO speculation Founder personalities and the “first-class man&# th.

Lean 168

Lean San Francisco Startup Continuous Deployment 168

Steve Blank

JUNE 17, 2011

The major adoption wave for the Internet technology platform will hit in the next 8 years; 3) the economics of building Internet businesses has changed; 4) the markets are much bigger. But they don’t support his justification of the bubble valuations we are seeing for companies filing for IPO’s (Pandora Media just priced its IPO at $2.6

Investment Bankers 312

Investment Bankers Stock Valuation Venture Capital 312

Both Sides of the Table

FEBRUARY 21, 2010

I believe that many social networks confused this idea. They had previously all worked together at a very successful company in the “telecoms meets Internet&# space, CallWave, which IPO’d 5 years ago or so. Internet consumption is obviously growing massively on mobile devices.

Advertising 284

Advertising Las Vegas Affiliate RSS 284

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. It’s already coming close to saturating the limits of world Internet usage.

South Korea 88

South Korea IPO Russia Stock 88

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

Both Sides of the Table

MAY 23, 2012

The movie, “The Social Network” might have had more of an impact on creating future entrepreneurs than any other event of the past 5 years. IPO markets had burned an entire cycle of retail stock investors and many institutional investors to boot. By the end of 2011 the Internet population was estimated at 2.3

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

abovethecrowd.com

APRIL 17, 2013

With each hand, a small percentage of the pot is scraped off by the dealer, which in essence becomes the “revenue” for the casino. While casinos use the term “rake,” a plethora of interesting word choices exist which all describe the same thing – keeping a little bit of the revenue for the company that is running the service.

Europe 101

Europe Social Network Technical Review IPO 101

reidhoffman.org

NOVEMBER 12, 2013

It has many stylistic errors — and a few substantive ones, too — that I would now change having learned more, but I realized that it still provides useful insights for entrepreneurs and startup participants outside of the Greylock network, particularly across three areas of interest: how entrepreneurs should approach the pitch process.

Entrepreneur 111

Entrepreneur Revenue Viral Networking 111

Campus Entrepreneurship

DECEMBER 23, 2010

but I don’t recall courses on internet strategy. Eric Lefkofsky and Brad Keywell, the Chicago-based cofounders of the social coupon website, Groupon, turned down an offer from Google in early December. He’s started four IPO-able companies in eight years. That is a great opportunity for Booth students.

Cofounder 61

Cofounder Chicago Founder IPO 61

Rob Go

JANUARY 29, 2012

The entire Tech world is waiting with baited breath for the filing of Facebook’s IPO next week. Facebook’s success is largely based on its ability to aggregate the biggest audience on the internet and understand and monetize that audience. Social networks should be incredibly robust because of network effects.

Advertising 59

Advertising Mobile Aggregator Distribution 59

Startup Lessons Learned

JULY 9, 2009

Id been on the internet since I was playing MUDs as a kid, but by 1999 I felt Id already missed the boat. Could we have built the first college-based social network five years before Facebook ? We were focused on revenue, but we didnt understand that revenue is not important for its own sake in an early stage company.

San Francisco 94

San Francisco Lean Continuous Deployment DC 94

Agile VC

APRIL 13, 2012

And going even further back there have been a few random ones have been built before like Salesforce.com and e-tailer RedEnvelope (IPO’d in 2003 though now defunct as a company). If my memory serves me, <10% of our pre-IPO employees at PayPal lived in SF and literally 1 of the first 40-50 folks at LinkedIn were city-dwellers.

Silicon Valley 185

Silicon Valley San Francisco San Jose Startup 185

Startup Lessons Learned

AUGUST 1, 2009

Not even if its generating revenue. You make me think of something I've been pondering for a while but haven't been able to articulate: the realignment of company and "customer" in the age of pervasive social networks and innovation. Heres hoping Steve will share those techniques with us someday.

San Francisco 166

San Francisco Lean Continuous Deployment DC 166

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. Network effects occur when increased usage of a good or service leads to an increase in its value, which in turn makes it more attractive and this leads to further increases in usage. The same applies to its ads.

Startup 28

Startup North Dakota Acquisition Europe 28

Both Sides of the Table

DECEMBER 9, 2010

I believe that this is a major new area of growth & innovation for the Internet as Cloud Services start to form deeper & richer layers. Over the past 5 years the Internet Cloud has started to form into layers and this is a great thing for innovation. Let me explain. And so too will be Factual. Other Layers.

Cloud 343

Cloud Technical Review Database Semantic 343

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. November 29, 2012.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93