[credit provider=”comScore”] Online video is one of the fastest growing categories in online advertising. But how does the industry work? How big will it get? This special report will seek to address the following points: Why online video is hitting a tipping point and is poised to become a large […]
[credit provider=”CNNIC”] Internet use in China has exploded over the past five years, but it may just be getting startedWhile internet penetration has more than quadrupled since 2005, it still only stands 38 per cent (see chart to the right). However, it is unlikely that it will be able to […]
[credit provider=”Flurry Analytics”] Many people think mobile advertising is a huge opportunity in part because it is the medium where ad spend is lagging the most behind time spent (see chart at right).
This is Part 1 of a report on Facebook’s business opportunity. In Part 1 we analyse Facebook’s various business engines and try to figure out whether and how they can grow. In Part 2, published next week, we will draw on this analysis to provide our revenue and earnings estimates […]
[credit provider=”Google”] Google has been making waves in the online travel world with the recent releases of Google Flights and Google Hotel Finder.Both currently function like travel meta-search engines, not unlike Kayak. When you search for a flight from New York to San Francisco, Google Flights lists the results by […]
Millennial Media priced its IPO at $13, debuted at $25 and popped to $26. Now that some smoke has settled, with the stock currently around $22, it’s worth pondering the company’s prospects and the overall market.
[credit provider=”comSccore”] Pinterest has gained a strong foothold among consumers and is driving e-commerce sales. According to a new survey by PriceGrabber, 10 per cent of U.S. online shoppers have a Pinterest account.On the flip side, you could argue that this means “90 per cent of U.S. online shoppers don’t […]
[credit provider=”GraphEffect”] One of Facebook’s innovative ad formats, Sponsored Stories, can be an ROI-profitable means of doing direct-response advertising, James Borow, CEO and co-founder of GraphEffect, tells us.This is potentially hugely important for Facebook and its war with Google, as it means that Facebook could start competing directly with Google […]
[credit provider=”Facebook S-1″] Advertising is how Facebook generates the vast majority of its revenues.So, how does Facebook advertising work, exactly?
The conventional wisdom in the technology industry is that when it comes to the post-PC world, Microsoft is doomed. Its mobile OS is nowhere, and its tablet-ready OS, Windows 8, while well-regarded, is a long time away and will be too late to the market.
At SXSW, Napster founder and prominent Spotify backer Sean Parker made a bold claim: “If we [Spotify] continue growing at our current rate in terms of subscriptions and downloads, we’ll overtake iTunes in terms of contributions to the recorded music business in under two years.”Long term, we’re very bullish on Spotify, […]
[credit provider=”Facebook S-1, CIA World Facetbook, International Telecommunications Union, BII Estimates”] In a few months Facebook will go public at a reported valuation of $75 to $100 billion. It will be the biggest tech IPO since Google in 2004 and is expected by many to be an era-defining event of […]
[credit provider=”Company releases”] Collaborative consumption, peer-to-peer marketplaces, the sharing economy—whatever you want to call it, a new business model that emphasises decentralized transactions between users within a network has gained traction over the past year.It is important to remember that collaborative consumption is still in its infancy—it really only began […]
Apple is about to announce its new iPad. We think we’re in a post-PC era where smartphones and tablets will become the dominant computing device. We forecast that sales will reach 500 million units a year by 2015.
Who’s going to win the mobile platform wars? Why? How?
[credit provider=”Deloitte”] “The reports of my death are greatly exaggerated.”Mark Twain’s famous quip regarding his erroneously reported death seems like an apt summation for the increasing chatter surrounding pay TV’s supposed impending decline .
[credit provider=”YouTube” url=”http://www.youtube.com/watch?v=7Jd6C4GQgUo”] If you thought one sector was free from disruption by the internet, it has to be the exclusive, high-touch world of corporate M&A advisory. Think again. A new breed of companies, called “private market networks”, are bringing middle-market corporate finance online.