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Deal Radar 2008: YuMe

Posted on Wednesday, Jun 11th

YuMe is a broadbrand video advertising network that allows publishers to organize their content into various categories that can be delivered to any device. Co-founders Jayant Kadambi and Ayyappan Sankaran realized that the video ad networks were mere extensions of text and banner ads and that the video ad network had a tremendous potential for

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Deal Radar 2008: GigaOM

Posted on Thursday, Mar 20th

Blogs have changed the face of the web dramatically over the last few years. GigaOm is a network of blogs published by GigaOmniMedia, Inc. You could read my interview with founder Om Malik here to get a flavor of how he pioneered blogging in the early years of the millennium.

Deal Radar 2008: Adap.tv Trying to Tackle the Video Ad Problem

Posted on Friday, Feb 15th

After the success of shopping.com (now owned by eBay), Amir Ashkenazi, stepped into the hairy world of video advertising through his recently founded Adap.tv in Nov 2006. It claims to provide publishers and advertisers the best tool to make video ads more effective without interrupting the streaming flow. [see interview: Cracking the Online Video Monetization

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Viacom – Discovering its Mojo

Posted on Wednesday, Jan 16th

We did a lengthy review of Viacom’s (NYSE: VIA-B) vertical strategy in the Fall. Meanwhile, revenues were up 24% in 3Q07 to $3.27 billion. Adjusted net earnings grew 20% to $437 million and diluted EPS were $0.65, a 27% increase over 3Q06. The solid performance was due to the DreamWorks-Paramount blockbuster Transformers. Earlier this month,

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Time to Buy Comcast?

Posted on Monday, Jan 7th

2007 has been a terrible year for Comcast (Nasdaq: CMCSA), the stock having lost over 35% value. Is it time to buy or does it have more downside? For one thing, Comcast is not going away. It dominates the US multi-channel television market, serving more than 21 million customers with an HFC network that passes

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Web 3.0 & Google (Part 5)

Posted on Friday, Dec 21st

Conclusion Google is a global technology leader focused on providing people access to information. The Company’s website is a top Internet destination and its brand name is one of the most recognized. Google generates revenues by delivering relevant online advertising to its users, mainly through sponsored search ads. The Company is a clear leader in

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Web 3.0 & Google (Part 4)

Posted on Thursday, Dec 20th

Acquisition Strategy Google has made several acquisitions this year. The key acquisitions were Adscape, Trendalyzer, Marratech, FeedBurner, PeakStream, GrandCentral, Postini and Jaiku. Google is yet to complete its $3.1 billion acquisition of DoubleClick Inc., a global leader in digital marketing technology and services. Google’s acquisition strategy is different from most other companies. Google has mostly

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Web 3.0 & Google (Part 3)

Posted on Wednesday, Dec 19th

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Google sites. This is, in fact, an interesting analysis, since Google’s horizontal approach is pretty much against the grain of the vertical nature of my Web 3.0 framework.