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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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Vertical Ad Networks: A Trend to Watch for 2008

Posted on Sunday, Dec 9th

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

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Sharat Sharan’s On24: Lead Generation Through WebCasting (Part 6)

Posted on Saturday, Sep 29th

SM: What are some of your key learnings from this journey so far? SS: The journey has been very interesting. More technology start-ups didn’t survive the dot-com bust. We were able to weather the downturn and adapt to the environment. We adjusted the management team, adjusted the focus on applications and with a bit of

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WSJ’s Subscription Business Can Go

Posted on Wednesday, Aug 22nd

Business Week has a good analysis of the prospective demise of WSJ’s subscription business under Murdoch’s regime. “For The Wall Street Journal Online, going free will come at a high cost. The daily financial newspaper is one of the few major publications to successfully charge for access to most of its online content, earning roughly

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Electronic Arts (ERTS) On The Way Up

Posted on Thursday, Aug 9th

By Frank Lara, Guest Author If John Welch is building a new Electronic Arts then how is the real Electronic Arts Inc. (NASDAQ:ERTS) doing and is it worth your time and money for a potential investment opportunity? The quick answer – they are worth your attention. Electronic Arts is the big daddy of the gaming

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Building the Electronic Arts of Casual Gaming: PlayFirst CEO John Welch (Part 9)

Posted on Tuesday, Aug 7th

SM: Describe some of your team building experiences. Is your management team complete now? JW: The first hire was the toughest. We raised $5 million on a PowerPoint deck and the promise that we knew the industry better than anyone. But then weeks went by and we couldn’t seem to find the right people to

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Building the Electronic Arts of Casual Gaming: PlayFirst CEO John Welch (Part 7)

Posted on Sunday, Aug 5th

SM: How did you penetrate the market and get early traction? JW: While I was at Shockwave, I had the privilege to work with some of the top developers in casual games. We saw the opportunity to help those developers do what they love – focus on making games – by becoming the first publisher

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MTV CTO Articulates CDN Open Problems

Posted on Friday, Aug 3rd

As we discuss Web 3.0 and Online Music, I have also been pondering some of the issues that large media companies are facing today. I had an interesting chat with Nick Rockwell, CTO of MTV Networks, focusing on MTVN’s digital businesses, including some of the internet’s most popular and recognizable brands: MTV.com, VH1.com, Nick.com, and

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