Agile VC

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Startup IPO Market: A Fickle Mistress ? AGILEVC

Agile VC

And even other strong, but perhaps not standout, companies like Active Network and Demand Media completed their own offerings. WSJ even points out that poor IPO performance “can be blamed primarily on the overall stock market” In fact IPO shares have outperformed the broader S&P 500 over comparable time periods.

IPO 100
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Putting Twitter’s IPO in Perspective

Agile VC

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

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Why Do Consumer IPOs and B2B IPOs Get Treated Differently?

Agile VC

All three have different business models… SaaS, media/ad, and consumer transactional. In some respects, when public market investors describe a newly public company as the next Facebook or Google or Amazon they are implicitly embedding value to in the company’s stock beyond the core business.

IPO 100
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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

were fairly active a few years ago though neither is as active today and big media conglomerates like Disney are fairly sporadic as they embrace web-based media. IAC and Yahoo! On the B2B SaaS side or enabling services (e.g. ad-tech, analytics, development platforms, etc) the list is slightly different.

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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. billion in cash profit last year.

IPO 100
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Alibaba S-1: How Well Do They Monetize?

Agile VC

stocks inventory) and is really more analogous to Amazon. 4) It’s Unclear if Alibaba Looks Like an Media Company or a Marketplace – To be clear, Alibaba’s sites are obviously marketplaces. .) –> While Tmall is frequently compared to Amazon.com, it’s business model is totally different.

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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

The secondary wave of VC-backed IPOs has also come to fruition… both consumer facing (Yelp, Demand Media, Pandora, Carbonite, HomeAway, Angie’s List, et al) and B2B (Jive Software, Brightcove, Imperva, Responsys, etc). The pipeline of companies in registration has continued to grow. So now what?

IPO 100