Global Graphical Advertising Forecast

Imran Khan’s report also has the following chart, which I found useful: Brand advertising budgets are moving to the web aggressively, and this chart is a good synthesis of the trend.

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Rise of Ad Networks

Imran Khan at JP Morgan provides some interesting data on the rise of Ad Networks, as the long tail becomes more and more active, and the big portals lose their share of eyeballs. Here are some of the charts:

Openwave Going Nowhere Fast

Openwave Systems Inc. (OPWV) describes itself as one of the world’s leading innovators of software applications and infrastructure designed to enable revenue-generating, personalized services, including merchandising and advertising, which converge the mobile and broadband experience across devices. The company announced Q1 earnings ending September 30, 2007. Total revenue was $63.0 million, lower than YoY where

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Serial Entrepreneur Zack Rinat on Model N (Part 8)

SM: Besides culture issues, can you talk about the business strategy decisions that helped you survive the perfect storm? ZR: A big key for us was maintaining focus. When we started the company, our two first deals out of the gate were $2M each. Then the perfect storm happened, and we could complain about it.

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Incubator Funds in India: Management Team

This is going to be the last segment for this series on Incubators in India, and it tackles the key to making such incubators work. We have said, that we need concept engineering, engineering management, product marketing, sales, biz dev, legal and financial talent in the incubator management team. I am going to, therefore, propose

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Incubator Funds in India: Fund Structure?

Typically, venture funds pay out 2-3% of the capital in annual management fees, and offer 20-30% in carry (profit sharing). So, let’s look at the table below of various fund sizes, and what those numbers amount to:

Serial Entrepreneur Zack Rinat on Model N (Part 7)

SM: Now I would really like to explore the details around building of the company. You are probably one of a handful of companies who started during the crash, survived the crash, and emerged as a healthy, thriving company. What was your go to market strategy and what did you do that allowed you to

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Tessera’s Growth Should Continue

Tessera Technologies, Inc. (TSRA) was last reviewed here in February 2007, where I covered the basic strategy of the company in rolling up important technology modules essential in the miniaturization trends in consumer electronics. On November 1, 2007, Tessera announced earnings for Q3 ending September 30, 2007. Versus previous Q2 guidance of total revenue approximately

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