categories
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
flixster
Will Netflix Survive iTunes Movies?
Amidst weak economic conditions, Netflix reported a solid 4Q07 beating the street’s expectations. Revenues in 4Q07 was $302.4 million, up 9% y-o-y. Gross Profit margin was 33.8% compared to 38.9% a year ago. Net profit increased to $15.8 million, up 6% driven mainly by a 9% q-o-q decline in Subscriber Acquisition Cost (SAC) to $34.60,
IAC – Divided we stand
Interactive Corp. (NASDAQ: IACI) recently announced its decision to split its whole business into five separate listed entities. The stock has lost around 24% in 2007. The spin off will hopefully lead to value unlocking for shareholders. It will create 5 different entities – Interactive (including Ask.com, Match.com and Citysearch), Home Shopping Network, Ticketmaster, Interval
Web 3.0 & NYT (Part 4)
Acquisition Targets NYT has been making small investments and acquisitions in the online space for the past few years, tipping its toes into the online waters. The Company’s biggest acquisition in this space has been About.com in March 2005, which has been paying off handsomely. The Company has partnered with Monster which now powers the
Netflix+Flixster = (4C + P + VS)
Recently, I wrote 4C: Yahoo’s Turnaround Formula, in which I suggested that Yahoo organizes itself by segments, and puts the 3C (Content, Community, Commerce), in Context (4th C), and layers on Personalization (P) and Vertical Search (VS) on top it. Here is a very good analysis from Read/Write Web on Flixster, where the Context =
