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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
photo sharing
Still Bullish on Shutterfly
Shutterfly (SFLY), the online photo company, recently declared first quarter results. Their revenue for the quarter of $34.3 million missed the market’s views of $34.8 million, even though it was 29% higher over previous year Q1 revenues. Their GAAP net loss at $0.15 per share met market expectations and was higher than GAAP net loss
Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 8)
SM: Why didn’t Flickr elect to work with you? JH: At the time we were competing with Yahoo Photos, and Flickr chose a small company who is producing product as their outsource manufacturer. That small company has signed up a number of sites who in the early days thought they were competing with Shutterfly. They
News Corp. Charging Ahead
News Corp. has certainly been the most bold and dramatic dealmaker of 2007. Murdoch gets it. WSJ print revenues were up 7% in October and online revenues were up 30%. I have already discussed, why the WSJ acquisition is a good one, and suggested that the WSJ should go free. This week, Bear Sterns Analyst
Web 3.0 & Google (Part 2)
Vertical Strategy Google has adamantly maintained that a magically simple, clean User Interface is part of its key to world domination. This year, however, we have started seeing a clear trend towards verticalization of the web. In fact, my entire Web 3.0 thesis is based on verticalization, and Vertical Search, in particular, is a key
Web 3.0 & MSN (Part 5)
Conclusion Microsoft has been reorganizing and rebranding its online properties. The Company has rebranded MSN Messenger and Hotmail as Windows Live Messenger and Windows Live Hotmail. Microsoft is working on improving the underlying technology behind MSN and introducing new features but all this is yet to trickle down to the bottomline. There are rumors of
Web 3.0 & IAC (Part 4)
Acquisition Targets IAC has made a host of acquisitions in the past few years in the Internet space. IAC acquired Ask.com in 2005 for $1.9 billion. Over the past two years it has made some interesting acquisitions including Shoebuy and CollegeHumour. The table below lists all the acquisitions made by IAC between 2001 and 2006.
Web 3.0 and Verticalization
I have worked with the Web 3.0 framework for months now, and taken a crack at defining how the web is likely to evolve in the future. So here’s a recap of the thesis so far. I will be adding a dimension to this framework shortly, so it is a good time to stop and
Facebook’s Monetization Strategy (Part 2)
I would, personally, like to see them dominate not only Online Jobs, but also Online Photo Sharing. News Corp recently bought Photobucket as one of MySpace’s Monetization efforts. Photo sharing is one of the top segments and in the US the top 10 photo sharing sites draws around 50 million visitors each month. I have
