By Vijay Nagarajan, Guest Author The wireless industry witnessed a revolution named iPhone this summer. It has also been in the news constantly for another reason: The QualComm-BroadCom legal battle. Over the next few posts, I wish to discuss this story as it unfolds and provide some insights on its impact on QualComm (QCOM). A
M&A and VC Activity In April 2007, Comcast acquired online movie ticket destination Fandango for $200 million. Fandango is a fast growing site with about 5 million unique monthly visitors. Founded in 2000 by seven of the top 10 largest U.S. theater chains, Fandango services movie ticketing for more than 15, 000 screens. Recently, Blockbuster
Business Model Online Movie sites earn money mostly from advertisements, subscriptions and charges for movie rentals and download. Movie download revenues are forecasted to be $60 million in 2007, up from 133.4% in 2006. Movie download revenues are forecasted to cross $100 million in 2008. The online advertising industry is fast realizing the potential of
3Com challenged Cisco with a Boundary Router strategy that threatened Cisco’s core router franchise. SM: So what prevented you from finally catching Cisco and passing them? EB: In 1997, there was one major shock for 3Com. More and more enterprise networks had to extend into carrier networks. Enterprises could not build all of these large
Business Model Most online sports sites earn money from advertisements, subscriptions, retailing of sports equipments and merchandising. They have also realized the need for convergence with other media and mobile network for better broadcast and more ad dollars. The popularity of fantasy sports leagues has also drawn advertiser attention, as the fantasy games bring in
M&A and VC activity Increased traffic and stickiness of online health sites have led to a number of deals in the current year. In July 2007, NBC Universal and GE Commercial have jointly invested $25 million in Healthline, a fast growing health vertical. In June 2007, Meredith, a leading media and marketing companies acquired Seattle-based
Business Model Online health sites earn majority of their revenues from advertising and sponsorship programs. They also earn revenues by licensing and retailing products through their site. WebMD (Nasdaq: WBMD), the leading portal for online health, for example, saw its advertisement and sponsorship revenues grow by 45% to $52.4 million and licensing revenues increase by
Here are some of the nuggets from the MIT Enterprise 3.0 event last night: * If you are an entrepreneur looking for opportunities to focus on, there are white spaces in the portfolios of larger players like Microsoft, Google and Cisco, especially in the area of Prosumer productivity and collaboration. Probably more built-to-flip models. *