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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
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Deal Radar 2008: Kayak Consolidates Travel
As we have discussed, Online Travel is a large category, and active in entrepreneurship. Web 1.0 produced giant companies (Expedia, Travelocity, Orbitz, Priceline), and in Web 2.0 we have a couple of vertical search engines that are pulling ahead. Kayak, the world’s largest travel search engine, receives more than 6 million unique visitors per month.
Vertical Ad Networks: A Trend to Watch for 2008
I talked about Audience Fragmentation and the Rise of Ad Networks recently. At the moment, the Ad Networks are in the business of amassing large volumes of fragmented traffic, and offering a channel to advertisers to access the publishers who own this traffic. Expect, in 2008, a trend towards these “mass” Ad Networks gradually becoming
Web 3.0 & Yahoo! (Part 5)
Conclusion Yahoo! Inc. is a leading Internet brand and one of the most trafficked Internet destinations worldwide with 460 million worldwide unique visitors. About 88% of total revenues for the fiscal year 2006 came from marketing services. The largest segment of it comes from search advertising. Of late, Yahoo’s financial performance has been mediocre compared
Web 3.0 & Yahoo! (Part 4)
Acquisition Strategy Yahoo! has made several acquisitions this year, primarily in display advertising. The key acquisitions were MyBlogLog, Right Media, BuzzTracker, Rivals.com, Zimbra and BlueLithium. Of these, RightMedia and Blue Lithium are good moves to consolidate its Ad Networks position, but Zimbra, in my opinion, is not a good acquisition. I feel Yahoo! can improve
Murdoch Gets Dow Jones, Now What?
As expected, Rupert Murdoch has successfully negotiated for himself a position in the Business and Finance vertical with a crown jewel brand, The Wall Street Journal. Here’s my previous analysis on why this deal is a good one. I really like News Corp’s verticalization strategy. James Altucher asked Jim Cramer, “What’s the one thing the
Facebook’s Monetization Strategy (Part 3)
I’ll give you one more vertical, and then stop. You can figure out the rest yourselves. Travel is a great vertical for Facebook, and in fact, creating contextual services like Group Travel could be very cool. According to the latest data published by eMarketer, online travel sales zoomed to over $78.8 billion in 2006 in
Expedia: Buyback of Shares
Expedia (NASDAQ:EXPE) is the largest online travel content company, headquartered in Bellevue, WA. The Company through its portfolio of well-recognized brands like, Expedia.com, TripAdvisor.com, Hotwire.com, Hotels.com, Expedia Corporate Travel, Classic Vacations® and a range of other US-based and international businesses that provide travel products and services to leisure and corporate travelers. The Company is the
Om Malik: Pioneering Blogs (Part 11)
Here Om and I discuss some the challenges of operating a blog. The industry is in its infancy. In particular, there are difficulties with advertising networks and lack of analytics. SM: Are you following what Time Warner is doing with companies like Adify? OM: I have not. There are several reasons for that, mainly I
