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Audience Fragmentation

Posted on Sunday, Nov 18th

Here are a couple of charts from Imran again, showing Audience trends for big portals: “While portals were once the dominant source of news and information, Yahoo!, AOL, and Microsoft only accounted for ~29% of total minutes spent online in August 2007 vs. 42% in 2002. A similar trend can be seen in page views

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Web 3.0 & Walt Disney (Part 5)

Posted on Friday, Nov 9th

Conclusion Walt Disney Co., the second-largest U.S. entertainment company, reported on Thursday a 12% rise in quarterly profit, driven by sports network ESPN, more visitors at theme parks, and increased sales of consumer products but revenue just missed Wall Street’s target. Disney reported net income of $877 million, or 44 cents per share, for the

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Web 3.0 & Walt Disney (Part 4)

Posted on Thursday, Nov 8th

Acquisition Targets Disney has made quite a few acquisitions in the past. Recently it acquired Club Penguin, a kid-friendly virtual world where children can play games, have fun and interact with each other. The Company is evaluating various other opportunities and here we will take a look at the possible acquisition targets for Disney. Disney

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Web 3.0 & Walt Disney (Part 3)

Posted on Wednesday, Nov 7th

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Walt Disney sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. Context We all know that

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Web 3.0 & Walt Disney (Part 2)

Posted on Tuesday, Nov 6th

Vertical Strategy Walt Disney operates various Internet properties that cater to a large cross-section of the society. It’s popular sites are Disney.com, FamilyFun.com, Movies.com, ESPN, etc. We will take a look at the Company’s various online verticals below. Disney operates a host of sites in the entertainment space that caters to both the young and

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Web 3.0 & Walt Disney (Part 1)

Posted on Monday, Nov 5th

Introduction The Walt Disney Company is a diversified entertainment company. Disney is a Dow 30 company, had annual revenues of over $34 billion in its most recent fiscal year and a market capitalization of about $65.6 billion as of July 31, 2007. Our prior coverage about Disney is here. It operates in four major business

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Web 3.0 & Time Warner (Part 5)

Posted on Friday, Nov 2nd

Conclusion Time Warner’s businesses include AOL, Time Inc., Time Warner Cable, Home Box Office, New Line Cinema, Turner Broadcasting System and Warner Bros. Time Warner is contemplating spinning off a portion of Time Warner Cable at some point in the future, and is also rumored to be exploring the possibility of spinning out AOL and/or

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Web 3.0 & Time Warner (Part 4)

Posted on Thursday, Nov 1st

Acquisition Targets Time Warner is a rather complex, diversified media company. Keeping in mind that AOL is a division of Time Warner, which could be spun off into an independent business in the future, we will discuss the acquisition targets under two broad categories – 1) acquisition targets for Time Warner (including Time Inc.) and

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