際際滷shows by User: dapshore / http://www.slideshare.net/images/logo.gif 際際滷shows by User: dapshore / Tue, 10 Aug 2010 09:16:45 GMT 際際滷Share feed for 際際滷shows by User: dapshore Web 2.0 Weekly - Aug. 10, 2010: "Consolidation by Google" /slideshow/web-20-weekly-aug-10-2010-consolidation-by-google/4937321 10-08-10web2-0weekly-100810091712-phpapp01
Deals (M&A, Finance) Consolidation by Google Google confirmed or announced two acquisitions during the week, including Jambool ($70 mm) involved in virtual goods monetization processes, and widget market, 際際滷 ($182 mm). In other acquisition-related news, Forbes sold investment media website Investopedia to ValueClick for $42 mm. Zynga acquired Japanese mobile app and game developer, Unoh, for an estimated $29 mm. Finally, dubbed the Spanish Facebook, social networking site, Tuenti, was acquired by Telefonica in a $99 mm deal. The largest financing (aside from the aforementioned M&A activity) involved the Chinese Youtube, Tudou, raising $50 mm in Series E funds. Price Performance Distinctly negative price momentum, with 49% of stocks falling over the past week (after 48% of stocks declines last week, and 51% declined the week prior). ]]>
Deals (M&A, Finance) Consolidation by Google Google confirmed or announced two acquisitions during the week, including Jambool ($70 mm) involved in virtual goods monetization processes, and widget market, 際際滷 ($182 mm). In other acquisition-related news, Forbes sold investment media website Investopedia to ValueClick for $42 mm. Zynga acquired Japanese mobile app and game developer, Unoh, for an estimated $29 mm. Finally, dubbed the Spanish Facebook, social networking site, Tuenti, was acquired by Telefonica in a $99 mm deal. The largest financing (aside from the aforementioned M&A activity) involved the Chinese Youtube, Tudou, raising $50 mm in Series E funds. Price Performance Distinctly negative price momentum, with 49% of stocks falling over the past week (after 48% of stocks declines last week, and 51% declined the week prior). ]]> Tue, 10 Aug 2010 09:16:45 GMT /slideshow/web-20-weekly-aug-10-2010-consolidation-by-google/4937321 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - Aug. 10, 2010: "Consolidation by Google" dapshore Deals (M&A, Finance) Consolidation by Google Google confirmed or announced two acquisitions during the week, including Jambool ($70 mm) involved in virtual goods monetization processes, and widget market, 際際滷 ($182 mm). In other acquisition-related news, Forbes sold investment media website Investopedia to ValueClick for $42 mm. Zynga acquired Japanese mobile app and game developer, Unoh, for an estimated $29 mm. Finally, dubbed the Spanish Facebook, social networking site, Tuenti, was acquired by Telefonica in a $99 mm deal. The largest financing (aside from the aforementioned M&A activity) involved the Chinese Youtube, Tudou, raising $50 mm in Series E funds. Price Performance Distinctly negative price momentum, with 49% of stocks falling over the past week (after 48% of stocks declines last week, and 51% declined the week prior). <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-08-10web2-0weekly-100810091712-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Deals (M&amp;A, Finance) Consolidation by Google Google confirmed or announced two acquisitions during the week, including Jambool ($70 mm) involved in virtual goods monetization processes, and widget market, 際際滷 ($182 mm). In other acquisition-related news, Forbes sold investment media website Investopedia to ValueClick for $42 mm. Zynga acquired Japanese mobile app and game developer, Unoh, for an estimated $29 mm. Finally, dubbed the Spanish Facebook, social networking site, Tuenti, was acquired by Telefonica in a $99 mm deal. The largest financing (aside from the aforementioned M&amp;A activity) involved the Chinese Youtube, Tudou, raising $50 mm in Series E funds. Price Performance Distinctly negative price momentum, with 49% of stocks falling over the past week (after 48% of stocks declines last week, and 51% declined the week prior).
Web 2.0 Weekly - Aug. 10, 2010: "Consolidation by Google" from David Shore
]]> 764 2 https://cdn.slidesharecdn.com/ss_thumbnails/10-08-10web2-0weekly-100810091712-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - Aug. 4, 2010: "Playdom is going to Disney World" /slideshow/web-20-weekly-aug-4-2010-playdom-is-going-to-disney-world/4901603 10-08-04web2-0weekly-100804103424-phpapp01
Deals (M&A, Finance) Disney Gets In To Social/Mobile Video Games Disney acquired social and mobile game developer, Playdom, for $563 mm in upfront consideration and the potential for $200 mm in further earn-out based consideration. Disney management notes that the company continues to be on the acquisition war path. The largest deals in the week involved (wait for it) the advertising sector, with $15 mm in follow-on financings to eXelate and AdMeld, and $8 mm to BuzzLogic. Four different social network/media companies received financing in the week, including, Hot Potato (acquired for $10 mm by Facebook), PlacePop ($1.4 mm round), Rapportive ($1 mm seed round), and dating site, Triangulate ($0.75 seed round). Price Performance - Web 2.0 Valuation Reverse Course and Head Upward The Web 2.0 public company universe was positive this week with 47% of stocks rising, 46% falling, and 7% flat. ]]>
Deals (M&A, Finance) Disney Gets In To Social/Mobile Video Games Disney acquired social and mobile game developer, Playdom, for $563 mm in upfront consideration and the potential for $200 mm in further earn-out based consideration. Disney management notes that the company continues to be on the acquisition war path. The largest deals in the week involved (wait for it) the advertising sector, with $15 mm in follow-on financings to eXelate and AdMeld, and $8 mm to BuzzLogic. Four different social network/media companies received financing in the week, including, Hot Potato (acquired for $10 mm by Facebook), PlacePop ($1.4 mm round), Rapportive ($1 mm seed round), and dating site, Triangulate ($0.75 seed round). Price Performance - Web 2.0 Valuation Reverse Course and Head Upward The Web 2.0 public company universe was positive this week with 47% of stocks rising, 46% falling, and 7% flat. ]]> Wed, 04 Aug 2010 10:34:15 GMT /slideshow/web-20-weekly-aug-4-2010-playdom-is-going-to-disney-world/4901603 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - Aug. 4, 2010: "Playdom is going to Disney World" dapshore Deals (M&A, Finance) Disney Gets In To Social/Mobile Video Games Disney acquired social and mobile game developer, Playdom, for $563 mm in upfront consideration and the potential for $200 mm in further earn-out based consideration. Disney management notes that the company continues to be on the acquisition war path. The largest deals in the week involved (wait for it) the advertising sector, with $15 mm in follow-on financings to eXelate and AdMeld, and $8 mm to BuzzLogic. Four different social network/media companies received financing in the week, including, Hot Potato (acquired for $10 mm by Facebook), PlacePop ($1.4 mm round), Rapportive ($1 mm seed round), and dating site, Triangulate ($0.75 seed round). Price Performance - Web 2.0 Valuation Reverse Course and Head Upward The Web 2.0 public company universe was positive this week with 47% of stocks rising, 46% falling, and 7% flat. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-08-04web2-0weekly-100804103424-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Deals (M&amp;A, Finance) Disney Gets In To Social/Mobile Video Games Disney acquired social and mobile game developer, Playdom, for $563 mm in upfront consideration and the potential for $200 mm in further earn-out based consideration. Disney management notes that the company continues to be on the acquisition war path. The largest deals in the week involved (wait for it) the advertising sector, with $15 mm in follow-on financings to eXelate and AdMeld, and $8 mm to BuzzLogic. Four different social network/media companies received financing in the week, including, Hot Potato (acquired for $10 mm by Facebook), PlacePop ($1.4 mm round), Rapportive ($1 mm seed round), and dating site, Triangulate ($0.75 seed round). Price Performance - Web 2.0 Valuation Reverse Course and Head Upward The Web 2.0 public company universe was positive this week with 47% of stocks rising, 46% falling, and 7% flat.
Web 2.0 Weekly - Aug. 4, 2010: "Playdom is going to Disney World" from David Shore
]]> 568 2 https://cdn.slidesharecdn.com/ss_thumbnails/10-08-04web2-0weekly-100804103424-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - July 27, 2010: "July Financings - Approaching High for 2010" /slideshow/web-20-weekly-july-27-2010-july-financings-approaching-high-for-2010/4849361 10-07-27web2-0weekly-100727081745-phpapp01
Deals (M&A, Finance) Jive Software received the biggest investment of the week at $30 mm, bringing its total capital raised to date to $57 mm the company brings social network-like functions to the realm of enterprise collaboration. Advertising networks continue to receive the most attention among sectors we track this week, $24.6 mm in financings were announced, including sports-related ad network Sportgenic (acquired by Glam Media for $12 mm), and TurnHere ($12.6mm in Series B funds). Rumour alert we continue to hear more frequent buzz concerning the potential acquisition of social gaming developer Playdom by Disney. Synchronica (AIM:SYNC) intends to acquire iseemedia (TSXV:IEE) for C$8.8 mm in stock both companies are engaged in mobile communications development, such as email-to-SMS. Price performance turns positive The Web 2.0 public company universe was positive this week, with 54% of companies seeing their market cap rise vs. 34% falling and 12% flat. ]]>
Deals (M&A, Finance) Jive Software received the biggest investment of the week at $30 mm, bringing its total capital raised to date to $57 mm the company brings social network-like functions to the realm of enterprise collaboration. Advertising networks continue to receive the most attention among sectors we track this week, $24.6 mm in financings were announced, including sports-related ad network Sportgenic (acquired by Glam Media for $12 mm), and TurnHere ($12.6mm in Series B funds). Rumour alert we continue to hear more frequent buzz concerning the potential acquisition of social gaming developer Playdom by Disney. Synchronica (AIM:SYNC) intends to acquire iseemedia (TSXV:IEE) for C$8.8 mm in stock both companies are engaged in mobile communications development, such as email-to-SMS. Price performance turns positive The Web 2.0 public company universe was positive this week, with 54% of companies seeing their market cap rise vs. 34% falling and 12% flat. ]]> Tue, 27 Jul 2010 08:17:36 GMT /slideshow/web-20-weekly-july-27-2010-july-financings-approaching-high-for-2010/4849361 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - July 27, 2010: "July Financings - Approaching High for 2010" dapshore Deals (M&A, Finance) Jive Software received the biggest investment of the week at $30 mm, bringing its total capital raised to date to $57 mm the company brings social network-like functions to the realm of enterprise collaboration. Advertising networks continue to receive the most attention among sectors we track this week, $24.6 mm in financings were announced, including sports-related ad network Sportgenic (acquired by Glam Media for $12 mm), and TurnHere ($12.6mm in Series B funds). Rumour alert we continue to hear more frequent buzz concerning the potential acquisition of social gaming developer Playdom by Disney. Synchronica (AIM:SYNC) intends to acquire iseemedia (TSXV:IEE) for C$8.8 mm in stock both companies are engaged in mobile communications development, such as email-to-SMS. Price performance turns positive The Web 2.0 public company universe was positive this week, with 54% of companies seeing their market cap rise vs. 34% falling and 12% flat. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-07-27web2-0weekly-100727081745-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Deals (M&amp;A, Finance) Jive Software received the biggest investment of the week at $30 mm, bringing its total capital raised to date to $57 mm the company brings social network-like functions to the realm of enterprise collaboration. Advertising networks continue to receive the most attention among sectors we track this week, $24.6 mm in financings were announced, including sports-related ad network Sportgenic (acquired by Glam Media for $12 mm), and TurnHere ($12.6mm in Series B funds). Rumour alert we continue to hear more frequent buzz concerning the potential acquisition of social gaming developer Playdom by Disney. Synchronica (AIM:SYNC) intends to acquire iseemedia (TSXV:IEE) for C$8.8 mm in stock both companies are engaged in mobile communications development, such as email-to-SMS. Price performance turns positive The Web 2.0 public company universe was positive this week, with 54% of companies seeing their market cap rise vs. 34% falling and 12% flat.
Web 2.0 Weekly - July 27, 2010: "July Financings - Approaching High for 2010" from David Shore
]]> 531 1 https://cdn.slidesharecdn.com/ss_thumbnails/10-07-27web2-0weekly-100727081745-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - July 20, 2010: "DST Cashing Up" /slideshow/web-20-weekly-july-20-2010-dst-cashing-up/4796913 10-07-20web2-0weekly-100720101240-phpapp01
Large deals drive July financing to near record levels: With another huge financing (DST - see below) July financing is near record monthly levels. Total raised month-to-date is $742.6 million over 29 deals - averaging $25.6 million each. Excluding the Zynga ($100 million) and DST ($388 million) deals, the average deal size is $9.4 million. In comparison, total capital raised in July 2009 was $209.0 million, averaging $5.2 million over 40 deals. The monthly median total is ~$280 million with a median deal size of $8.1 million. Deals (M&A, Finance) Naspers, a South African media and print conglomerate, invested $388 mm in Digital Sky Technologies, the Russian digital media holding company with significant stakes in Facebook, Groupon, Mail.ru, and Zynga. The next biggest raise of the week was Australian enterprise software developer, Atlassian, receiving $60 mm in Series A funds from Accel Partners. Social Commerce continues to garner attention this week BlueSwarm ($0.8 mm angel round) and Shopkick ($15 mm Series B round) raised money. Another $31 mm in venture funds found their way to Advertising-related start-ups, including Israel-based Adsmarket ($17 mm), as well as a pair of India-based companies Komli Media ($6 mm) and InMobi ($8 mm). Price performance split The Web 2.0 public company universe was split this week, with 48% of companies seeing their market cap fall vs. 43% rising and 9% flat.]]>
Large deals drive July financing to near record levels: With another huge financing (DST - see below) July financing is near record monthly levels. Total raised month-to-date is $742.6 million over 29 deals - averaging $25.6 million each. Excluding the Zynga ($100 million) and DST ($388 million) deals, the average deal size is $9.4 million. In comparison, total capital raised in July 2009 was $209.0 million, averaging $5.2 million over 40 deals. The monthly median total is ~$280 million with a median deal size of $8.1 million. Deals (M&A, Finance) Naspers, a South African media and print conglomerate, invested $388 mm in Digital Sky Technologies, the Russian digital media holding company with significant stakes in Facebook, Groupon, Mail.ru, and Zynga. The next biggest raise of the week was Australian enterprise software developer, Atlassian, receiving $60 mm in Series A funds from Accel Partners. Social Commerce continues to garner attention this week BlueSwarm ($0.8 mm angel round) and Shopkick ($15 mm Series B round) raised money. Another $31 mm in venture funds found their way to Advertising-related start-ups, including Israel-based Adsmarket ($17 mm), as well as a pair of India-based companies Komli Media ($6 mm) and InMobi ($8 mm). Price performance split The Web 2.0 public company universe was split this week, with 48% of companies seeing their market cap fall vs. 43% rising and 9% flat.]]> Tue, 20 Jul 2010 10:12:36 GMT /slideshow/web-20-weekly-july-20-2010-dst-cashing-up/4796913 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - July 20, 2010: "DST Cashing Up" dapshore Large deals drive July financing to near record levels: With another huge financing (DST - see below) July financing is near record monthly levels. Total raised month-to-date is $742.6 million over 29 deals - averaging $25.6 million each. Excluding the Zynga ($100 million) and DST ($388 million) deals, the average deal size is $9.4 million. In comparison, total capital raised in July 2009 was $209.0 million, averaging $5.2 million over 40 deals. The monthly median total is ~$280 million with a median deal size of $8.1 million. Deals (M&A, Finance) Naspers, a South African media and print conglomerate, invested $388 mm in Digital Sky Technologies, the Russian digital media holding company with significant stakes in Facebook, Groupon, Mail.ru, and Zynga. The next biggest raise of the week was Australian enterprise software developer, Atlassian, receiving $60 mm in Series A funds from Accel Partners. Social Commerce continues to garner attention this week BlueSwarm ($0.8 mm angel round) and Shopkick ($15 mm Series B round) raised money. Another $31 mm in venture funds found their way to Advertising-related start-ups, including Israel-based Adsmarket ($17 mm), as well as a pair of India-based companies Komli Media ($6 mm) and InMobi ($8 mm). Price performance split The Web 2.0 public company universe was split this week, with 48% of companies seeing their market cap fall vs. 43% rising and 9% flat. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-07-20web2-0weekly-100720101240-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Large deals drive July financing to near record levels: With another huge financing (DST - see below) July financing is near record monthly levels. Total raised month-to-date is $742.6 million over 29 deals - averaging $25.6 million each. Excluding the Zynga ($100 million) and DST ($388 million) deals, the average deal size is $9.4 million. In comparison, total capital raised in July 2009 was $209.0 million, averaging $5.2 million over 40 deals. The monthly median total is ~$280 million with a median deal size of $8.1 million. Deals (M&amp;A, Finance) Naspers, a South African media and print conglomerate, invested $388 mm in Digital Sky Technologies, the Russian digital media holding company with significant stakes in Facebook, Groupon, Mail.ru, and Zynga. The next biggest raise of the week was Australian enterprise software developer, Atlassian, receiving $60 mm in Series A funds from Accel Partners. Social Commerce continues to garner attention this week BlueSwarm ($0.8 mm angel round) and Shopkick ($15 mm Series B round) raised money. Another $31 mm in venture funds found their way to Advertising-related start-ups, including Israel-based Adsmarket ($17 mm), as well as a pair of India-based companies Komli Media ($6 mm) and InMobi ($8 mm). Price performance split The Web 2.0 public company universe was split this week, with 48% of companies seeing their market cap fall vs. 43% rising and 9% flat.
Web 2.0 Weekly - July 20, 2010: "DST Cashing Up" from David Shore
]]> 626 6 https://cdn.slidesharecdn.com/ss_thumbnails/10-07-20web2-0weekly-100720101240-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - July 13, 2010 /dapshore/web-20-weekly-july-13-2010 10-07-13web2-0weekly-100713075242-phpapp02
Google/Zynga deal drives July financing results: After starting very slowly (just one deal announced in the prior week) July financing increased substantially as a result of the Google/Zynga financing ($100-200 million). Total raised month-to-date is $158.8 million over 12 deals - averaging $13.2 million each. In comparison, total capital raised in July 2009 was $206.5 million, averaging $5.3 million over 39 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$280 million. Deals (M&A, Finance) Google invested a rumoured $100-$200 mm in social game developer, Zynga, bringing that companys total funding to almost $500 mm (assuming the lower end of the range). The Gaming sector remains hot along with Googles investment in Zynga, The9 Ltd. (Chinese online game developer and operator) invested $5 mm in Delaware-based Aurora Feint (focused on gaming for the mobile space). A triad of financings in the Social Commerce space this week, including Beyond the Rack ($12 mm), ThredUP ($1.7 mm), and BuyWithMe ($16 mm in a Series B financing). Sysomos, Canadian social media monitoring firm, was acquired by MarketWire for between $25 mm and $35 mm. Price performance turns positive The Web 2.0 public company universe rose this week, with 58% of companies seeing their market cap rise vs. 32% rising and 10% flat. ]]>
Google/Zynga deal drives July financing results: After starting very slowly (just one deal announced in the prior week) July financing increased substantially as a result of the Google/Zynga financing ($100-200 million). Total raised month-to-date is $158.8 million over 12 deals - averaging $13.2 million each. In comparison, total capital raised in July 2009 was $206.5 million, averaging $5.3 million over 39 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$280 million. Deals (M&A, Finance) Google invested a rumoured $100-$200 mm in social game developer, Zynga, bringing that companys total funding to almost $500 mm (assuming the lower end of the range). The Gaming sector remains hot along with Googles investment in Zynga, The9 Ltd. (Chinese online game developer and operator) invested $5 mm in Delaware-based Aurora Feint (focused on gaming for the mobile space). A triad of financings in the Social Commerce space this week, including Beyond the Rack ($12 mm), ThredUP ($1.7 mm), and BuyWithMe ($16 mm in a Series B financing). Sysomos, Canadian social media monitoring firm, was acquired by MarketWire for between $25 mm and $35 mm. Price performance turns positive The Web 2.0 public company universe rose this week, with 58% of companies seeing their market cap rise vs. 32% rising and 10% flat. ]]> Tue, 13 Jul 2010 07:52:29 GMT /dapshore/web-20-weekly-july-13-2010 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - July 13, 2010 dapshore Google/Zynga deal drives July financing results: After starting very slowly (just one deal announced in the prior week) July financing increased substantially as a result of the Google/Zynga financing ($100-200 million). Total raised month-to-date is $158.8 million over 12 deals - averaging $13.2 million each. In comparison, total capital raised in July 2009 was $206.5 million, averaging $5.3 million over 39 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$280 million. Deals (M&A, Finance) Google invested a rumoured $100-$200 mm in social game developer, Zynga, bringing that companys total funding to almost $500 mm (assuming the lower end of the range). The Gaming sector remains hot along with Googles investment in Zynga, The9 Ltd. (Chinese online game developer and operator) invested $5 mm in Delaware-based Aurora Feint (focused on gaming for the mobile space). A triad of financings in the Social Commerce space this week, including Beyond the Rack ($12 mm), ThredUP ($1.7 mm), and BuyWithMe ($16 mm in a Series B financing). Sysomos, Canadian social media monitoring firm, was acquired by MarketWire for between $25 mm and $35 mm. Price performance turns positive The Web 2.0 public company universe rose this week, with 58% of companies seeing their market cap rise vs. 32% rising and 10% flat. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-07-13web2-0weekly-100713075242-phpapp02-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Google/Zynga deal drives July financing results: After starting very slowly (just one deal announced in the prior week) July financing increased substantially as a result of the Google/Zynga financing ($100-200 million). Total raised month-to-date is $158.8 million over 12 deals - averaging $13.2 million each. In comparison, total capital raised in July 2009 was $206.5 million, averaging $5.3 million over 39 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$280 million. Deals (M&amp;A, Finance) Google invested a rumoured $100-$200 mm in social game developer, Zynga, bringing that companys total funding to almost $500 mm (assuming the lower end of the range). The Gaming sector remains hot along with Googles investment in Zynga, The9 Ltd. (Chinese online game developer and operator) invested $5 mm in Delaware-based Aurora Feint (focused on gaming for the mobile space). A triad of financings in the Social Commerce space this week, including Beyond the Rack ($12 mm), ThredUP ($1.7 mm), and BuyWithMe ($16 mm in a Series B financing). Sysomos, Canadian social media monitoring firm, was acquired by MarketWire for between $25 mm and $35 mm. Price performance turns positive The Web 2.0 public company universe rose this week, with 58% of companies seeing their market cap rise vs. 32% rising and 10% flat.
Web 2.0 Weekly - July 13, 2010 from David Shore
]]> 620 1 https://cdn.slidesharecdn.com/ss_thumbnails/10-07-13web2-0weekly-100713075242-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 10 07-08 web 2.0 weekly /slideshow/10-0708-web-20-weekly/4711064 10-07-08web2-0weekly-100708091741-phpapp01
Summer financing doldrums: After a very strong June (with total transaction value (excluding M&A) of $542.8 million from 66 transactions, averaging $8.4 million each), July has started very slowly with only one small financing announced. However, we have seen some large M&A transactions (see below). In comparison, total capital raised in July 2009 was $206.2 million, averaging $5.4 million over 38 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$270 million. Deals (M&A, Finance) Google, acquired ITA Software, search provider for the travel industry for $700 mm. infoGROUP, provider of business and consumer databases for sales leads, mailing lists, direct marketing, database marketing, e-mail marketing, and marketing research solutions, was taken private for $645 mm by CCMP Capital Advisers. GroupSpaces, a provider of web-based tools for sports clubs, university societies, organizations, and groups of friends or coworkers, raised $1.3 mm. Domain based online advertising services provider, OCTANE360, was acquired by Local.com for $10.9 mm. Negative price performance The Web 2.0 public company universe fell again this week, with 61% of companies seeing their market cap fall vs. 27% rising and 12% flat. ]]>
Summer financing doldrums: After a very strong June (with total transaction value (excluding M&A) of $542.8 million from 66 transactions, averaging $8.4 million each), July has started very slowly with only one small financing announced. However, we have seen some large M&A transactions (see below). In comparison, total capital raised in July 2009 was $206.2 million, averaging $5.4 million over 38 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$270 million. Deals (M&A, Finance) Google, acquired ITA Software, search provider for the travel industry for $700 mm. infoGROUP, provider of business and consumer databases for sales leads, mailing lists, direct marketing, database marketing, e-mail marketing, and marketing research solutions, was taken private for $645 mm by CCMP Capital Advisers. GroupSpaces, a provider of web-based tools for sports clubs, university societies, organizations, and groups of friends or coworkers, raised $1.3 mm. Domain based online advertising services provider, OCTANE360, was acquired by Local.com for $10.9 mm. Negative price performance The Web 2.0 public company universe fell again this week, with 61% of companies seeing their market cap fall vs. 27% rising and 12% flat. ]]> Thu, 08 Jul 2010 09:17:32 GMT /slideshow/10-0708-web-20-weekly/4711064 dapshore@slideshare.net(dapshore) 10 07-08 web 2.0 weekly dapshore Summer financing doldrums: After a very strong June (with total transaction value (excluding M&A) of $542.8 million from 66 transactions, averaging $8.4 million each), July has started very slowly with only one small financing announced. However, we have seen some large M&A transactions (see below). In comparison, total capital raised in July 2009 was $206.2 million, averaging $5.4 million over 38 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$270 million. Deals (M&A, Finance) Google, acquired ITA Software, search provider for the travel industry for $700 mm. infoGROUP, provider of business and consumer databases for sales leads, mailing lists, direct marketing, database marketing, e-mail marketing, and marketing research solutions, was taken private for $645 mm by CCMP Capital Advisers. GroupSpaces, a provider of web-based tools for sports clubs, university societies, organizations, and groups of friends or coworkers, raised $1.3 mm. Domain based online advertising services provider, OCTANE360, was acquired by Local.com for $10.9 mm. Negative price performance The Web 2.0 public company universe fell again this week, with 61% of companies seeing their market cap fall vs. 27% rising and 12% flat. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-07-08web2-0weekly-100708091741-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Summer financing doldrums: After a very strong June (with total transaction value (excluding M&amp;A) of $542.8 million from 66 transactions, averaging $8.4 million each), July has started very slowly with only one small financing announced. However, we have seen some large M&amp;A transactions (see below). In comparison, total capital raised in July 2009 was $206.2 million, averaging $5.4 million over 38 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$270 million. Deals (M&amp;A, Finance) Google, acquired ITA Software, search provider for the travel industry for $700 mm. infoGROUP, provider of business and consumer databases for sales leads, mailing lists, direct marketing, database marketing, e-mail marketing, and marketing research solutions, was taken private for $645 mm by CCMP Capital Advisers. GroupSpaces, a provider of web-based tools for sports clubs, university societies, organizations, and groups of friends or coworkers, raised $1.3 mm. Domain based online advertising services provider, OCTANE360, was acquired by Local.com for $10.9 mm. Negative price performance The Web 2.0 public company universe fell again this week, with 61% of companies seeing their market cap fall vs. 27% rising and 12% flat.
10 07-08 web 2.0 weekly from David Shore
]]> 615 2 https://cdn.slidesharecdn.com/ss_thumbnails/10-07-08web2-0weekly-100708091741-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 10 06-29 web 2.0 weekly /slideshow/10-0629-web-20-weekly/4641634 10-06-29web2-0weekly-100629075613-phpapp01
June financing well ahead of average: Financing in the Web 2.0 universe in June was the third highest month (over the past 12) with total transaction value (excluding M&A) of $459.6 million from 51 transactions, averaging $9.0 million each - led by the $147 million Zynga financing. In comparison, total capital raised in June 2009 was $226.3 million, averaging $4.5 million over 50 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$260 million. Deals (M&A, Finance) Alloy, a provider of news and commentary concerning New Media, was acquired by ZelnickMedia for $127 mm. Facebooks implied valuation rose to $24 bn as Elevation Partners purchased 5 mm shares of the company for $120 mm in the secondary market. Danish Skype competitor, Vopium, received $16.5 mm in financing from Indian financier, Raghuvinder Kataria. Social networking software developer based in France, Pearltrees, raised $1.6 mm. PapayaMobile, mobile application software company based in China, raised $4 mm. Two Israeli mobile developers received funding this week, including Perfecto Mobile ($4 mm) and Snaptu ($6 mm). Negative price performance The Web 2.0 public company universe fell this week, with 68% of companies seeing their market cap fall vs. 25% rising and 7% flat. ]]>
June financing well ahead of average: Financing in the Web 2.0 universe in June was the third highest month (over the past 12) with total transaction value (excluding M&A) of $459.6 million from 51 transactions, averaging $9.0 million each - led by the $147 million Zynga financing. In comparison, total capital raised in June 2009 was $226.3 million, averaging $4.5 million over 50 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$260 million. Deals (M&A, Finance) Alloy, a provider of news and commentary concerning New Media, was acquired by ZelnickMedia for $127 mm. Facebooks implied valuation rose to $24 bn as Elevation Partners purchased 5 mm shares of the company for $120 mm in the secondary market. Danish Skype competitor, Vopium, received $16.5 mm in financing from Indian financier, Raghuvinder Kataria. Social networking software developer based in France, Pearltrees, raised $1.6 mm. PapayaMobile, mobile application software company based in China, raised $4 mm. Two Israeli mobile developers received funding this week, including Perfecto Mobile ($4 mm) and Snaptu ($6 mm). Negative price performance The Web 2.0 public company universe fell this week, with 68% of companies seeing their market cap fall vs. 25% rising and 7% flat. ]]> Tue, 29 Jun 2010 07:55:59 GMT /slideshow/10-0629-web-20-weekly/4641634 dapshore@slideshare.net(dapshore) 10 06-29 web 2.0 weekly dapshore June financing well ahead of average: Financing in the Web 2.0 universe in June was the third highest month (over the past 12) with total transaction value (excluding M&A) of $459.6 million from 51 transactions, averaging $9.0 million each - led by the $147 million Zynga financing. In comparison, total capital raised in June 2009 was $226.3 million, averaging $4.5 million over 50 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$260 million. Deals (M&A, Finance) Alloy, a provider of news and commentary concerning New Media, was acquired by ZelnickMedia for $127 mm. Facebooks implied valuation rose to $24 bn as Elevation Partners purchased 5 mm shares of the company for $120 mm in the secondary market. Danish Skype competitor, Vopium, received $16.5 mm in financing from Indian financier, Raghuvinder Kataria. Social networking software developer based in France, Pearltrees, raised $1.6 mm. PapayaMobile, mobile application software company based in China, raised $4 mm. Two Israeli mobile developers received funding this week, including Perfecto Mobile ($4 mm) and Snaptu ($6 mm). Negative price performance The Web 2.0 public company universe fell this week, with 68% of companies seeing their market cap fall vs. 25% rising and 7% flat. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-06-29web2-0weekly-100629075613-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> June financing well ahead of average: Financing in the Web 2.0 universe in June was the third highest month (over the past 12) with total transaction value (excluding M&amp;A) of $459.6 million from 51 transactions, averaging $9.0 million each - led by the $147 million Zynga financing. In comparison, total capital raised in June 2009 was $226.3 million, averaging $4.5 million over 50 deals. Excluding Dec 09 and Apr 10, the average monthly total is ~$260 million. Deals (M&amp;A, Finance) Alloy, a provider of news and commentary concerning New Media, was acquired by ZelnickMedia for $127 mm. Facebooks implied valuation rose to $24 bn as Elevation Partners purchased 5 mm shares of the company for $120 mm in the secondary market. Danish Skype competitor, Vopium, received $16.5 mm in financing from Indian financier, Raghuvinder Kataria. Social networking software developer based in France, Pearltrees, raised $1.6 mm. PapayaMobile, mobile application software company based in China, raised $4 mm. Two Israeli mobile developers received funding this week, including Perfecto Mobile ($4 mm) and Snaptu ($6 mm). Negative price performance The Web 2.0 public company universe fell this week, with 68% of companies seeing their market cap fall vs. 25% rising and 7% flat.
10 06-29 web 2.0 weekly from David Shore
]]> 547 4 https://cdn.slidesharecdn.com/ss_thumbnails/10-06-29web2-0weekly-100629075613-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - June 22, 2010: "AOL Sells Bebo for Massive Loss" /slideshow/web-20-weekly-june-22-2010-aol-sells-bebo-for-massive-loss/4573946 10-06-22web2-0weekly-100622083031-phpapp02
Deals (M&A, Finance) AOL is reported to have sold Bebo, the UK-based social network it bought just two years ago for $850 mm, to private equity firm Criterion Partners for under $10 mm. Based on our calculations, AOL paid the equivalent of $38 per Unique Visitor (UV) for Bebo, and sold it for under $1 per UV. Positive price performance The Web 2.0 public company universe rose again this week, with 60% of companies seeing their market cap rise vs. 33% falling and 7% flat. ]]>
Deals (M&A, Finance) AOL is reported to have sold Bebo, the UK-based social network it bought just two years ago for $850 mm, to private equity firm Criterion Partners for under $10 mm. Based on our calculations, AOL paid the equivalent of $38 per Unique Visitor (UV) for Bebo, and sold it for under $1 per UV. Positive price performance The Web 2.0 public company universe rose again this week, with 60% of companies seeing their market cap rise vs. 33% falling and 7% flat. ]]> Tue, 22 Jun 2010 08:27:46 GMT /slideshow/web-20-weekly-june-22-2010-aol-sells-bebo-for-massive-loss/4573946 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - June 22, 2010: "AOL Sells Bebo for Massive Loss" dapshore Deals (M&A, Finance) AOL is reported to have sold Bebo, the UK-based social network it bought just two years ago for $850 mm, to private equity firm Criterion Partners for under $10 mm. Based on our calculations, AOL paid the equivalent of $38 per Unique Visitor (UV) for Bebo, and sold it for under $1 per UV. Positive price performance The Web 2.0 public company universe rose again this week, with 60% of companies seeing their market cap rise vs. 33% falling and 7% flat. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-06-22web2-0weekly-100622083031-phpapp02-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Deals (M&amp;A, Finance) AOL is reported to have sold Bebo, the UK-based social network it bought just two years ago for $850 mm, to private equity firm Criterion Partners for under $10 mm. Based on our calculations, AOL paid the equivalent of $38 per Unique Visitor (UV) for Bebo, and sold it for under $1 per UV. Positive price performance The Web 2.0 public company universe rose again this week, with 60% of companies seeing their market cap rise vs. 33% falling and 7% flat.
Web 2.0 Weekly - June 22, 2010: "AOL Sells Bebo for Massive Loss" from David Shore
]]> 578 2 https://cdn.slidesharecdn.com/ss_thumbnails/10-06-22web2-0weekly-100622083031-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 10 06-08 web 2.0 weekly /slideshow/10-0608-web-20-weekly/4439598 10-06-08web2-0weekly-100608083228-phpapp02
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]]> Tue, 08 Jun 2010 08:32:20 GMT /slideshow/10-0608-web-20-weekly/4439598 dapshore@slideshare.net(dapshore) 10 06-08 web 2.0 weekly dapshore <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-06-08web2-0weekly-100608083228-phpapp02-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br>
10 06-08 web 2.0 weekly from David Shore
]]> 465 2 https://cdn.slidesharecdn.com/ss_thumbnails/10-06-08web2-0weekly-100608083228-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - May 26, 2010: "Market Declines Impact Web 2.0 Universe Valuations" /dapshore/web-20-weekly-may-26-2010-market-declines-impact-web-20-universe-valuations 10-05-26web2-0weekly-100526101543-phpapp01
May tracking to average monthly levels: After a slow start to the month, financing in the Web 2.0 universe has rebounded and is now on track with prior months. Total transaction value (excluding M&A) in the Web 2.0 universe for May (month-to-date) is $189.9 million from 30 transactions, averaging $6.3 million each. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Excluding May 09, Dec 09 and Apr 10, the average monthly total is $212 million. Deals (M&A, Finance) Cyberplex (TSX:CX) announced plans to acquire Tsavo Media for US$75.6 mm, partially funded through a C$30 mm bought deal financing at $0.55. Online gaming company Gaikai, raised $10.0 mm in Series B financing. Blip.TV, online TV provider, raised $10.1 mm in Series C financing. Financial Results/Guidance Netease.com (NasdaqGS:NTES, online gaming) reported Q1/F10 revenue of RMB 1.2 bn (vs. RMB 781.7 mm in the same period last year). Snap Interactive (OTCBB:STVI, online dating) reported Q1/F10 revenue growth of 20% to $0.927 mm from $0.768 mm. Bearish week again: Price performance was largely negative in our Web 2.0 universe. This impacted valuation multiples, which fell for ~80% of the companies in our universe.]]>
May tracking to average monthly levels: After a slow start to the month, financing in the Web 2.0 universe has rebounded and is now on track with prior months. Total transaction value (excluding M&A) in the Web 2.0 universe for May (month-to-date) is $189.9 million from 30 transactions, averaging $6.3 million each. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Excluding May 09, Dec 09 and Apr 10, the average monthly total is $212 million. Deals (M&A, Finance) Cyberplex (TSX:CX) announced plans to acquire Tsavo Media for US$75.6 mm, partially funded through a C$30 mm bought deal financing at $0.55. Online gaming company Gaikai, raised $10.0 mm in Series B financing. Blip.TV, online TV provider, raised $10.1 mm in Series C financing. Financial Results/Guidance Netease.com (NasdaqGS:NTES, online gaming) reported Q1/F10 revenue of RMB 1.2 bn (vs. RMB 781.7 mm in the same period last year). Snap Interactive (OTCBB:STVI, online dating) reported Q1/F10 revenue growth of 20% to $0.927 mm from $0.768 mm. Bearish week again: Price performance was largely negative in our Web 2.0 universe. This impacted valuation multiples, which fell for ~80% of the companies in our universe.]]> Wed, 26 May 2010 08:18:06 GMT /dapshore/web-20-weekly-may-26-2010-market-declines-impact-web-20-universe-valuations dapshore@slideshare.net(dapshore) Web 2.0 Weekly - May 26, 2010: "Market Declines Impact Web 2.0 Universe Valuations" dapshore May tracking to average monthly levels: After a slow start to the month, financing in the Web 2.0 universe has rebounded and is now on track with prior months. Total transaction value (excluding M&A) in the Web 2.0 universe for May (month-to-date) is $189.9 million from 30 transactions, averaging $6.3 million each. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Excluding May 09, Dec 09 and Apr 10, the average monthly total is $212 million. Deals (M&A, Finance) Cyberplex (TSX:CX) announced plans to acquire Tsavo Media for US$75.6 mm, partially funded through a C$30 mm bought deal financing at $0.55. Online gaming company Gaikai, raised $10.0 mm in Series B financing. Blip.TV, online TV provider, raised $10.1 mm in Series C financing. Financial Results/Guidance Netease.com (NasdaqGS:NTES, online gaming) reported Q1/F10 revenue of RMB 1.2 bn (vs. RMB 781.7 mm in the same period last year). Snap Interactive (OTCBB:STVI, online dating) reported Q1/F10 revenue growth of 20% to $0.927 mm from $0.768 mm. Bearish week again: Price performance was largely negative in our Web 2.0 universe. This impacted valuation multiples, which fell for ~80% of the companies in our universe. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-05-26web2-0weekly-100526101543-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> May tracking to average monthly levels: After a slow start to the month, financing in the Web 2.0 universe has rebounded and is now on track with prior months. Total transaction value (excluding M&amp;A) in the Web 2.0 universe for May (month-to-date) is $189.9 million from 30 transactions, averaging $6.3 million each. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Excluding May 09, Dec 09 and Apr 10, the average monthly total is $212 million. Deals (M&amp;A, Finance) Cyberplex (TSX:CX) announced plans to acquire Tsavo Media for US$75.6 mm, partially funded through a C$30 mm bought deal financing at $0.55. Online gaming company Gaikai, raised $10.0 mm in Series B financing. Blip.TV, online TV provider, raised $10.1 mm in Series C financing. Financial Results/Guidance Netease.com (NasdaqGS:NTES, online gaming) reported Q1/F10 revenue of RMB 1.2 bn (vs. RMB 781.7 mm in the same period last year). Snap Interactive (OTCBB:STVI, online dating) reported Q1/F10 revenue growth of 20% to $0.927 mm from $0.768 mm. Bearish week again: Price performance was largely negative in our Web 2.0 universe. This impacted valuation multiples, which fell for ~80% of the companies in our universe.
Web 2.0 Weekly - May 26, 2010: "Market Declines Impact Web 2.0 Universe Valuations" from David Shore
]]> 486 3 https://cdn.slidesharecdn.com/ss_thumbnails/10-05-26web2-0weekly-100526101543-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 10 05-18 web 2.0 weekly /slideshow/10-0518-web-20-weekly/4138890 10-05-18web2-0weekly-100518095910-phpapp01
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]]> Tue, 18 May 2010 09:59:02 GMT /slideshow/10-0518-web-20-weekly/4138890 dapshore@slideshare.net(dapshore) 10 05-18 web 2.0 weekly dapshore <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-05-18web2-0weekly-100518095910-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br>
10 05-18 web 2.0 weekly from David Shore
]]> 328 3 https://cdn.slidesharecdn.com/ss_thumbnails/10-05-18web2-0weekly-100518095910-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - May 11, 2010 /slideshow/web-20-weekly-may-11-2010/4051347 10-05-11web2-0weekly-100511093147-phpapp01
Slow start in May after record April: Total transaction value (excluding M&A) in the Web 2.0 universe for April was $813.5 million - the highest monthly total we have recorded. The number of financings was also a record, at 49, averaging $16.6 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $10.7 million. May 2010, in contrast, has started slowly, with only $37.4 million in financing announced thus far, averaging just $3.4 million across 11 deals. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Deal round-up for May: The large deal highlights for the month include: Fluid Music (TSX:FMN, digital music distributor) will acquire Mood Media (provider of sensorial marketing solutions) for 160 mm. Lithium is purchasing analytics developer, Scout Labs, for $20 mm. Fatfoogoo (purveyor of virtual goods) is being acquired by Digital River for $10 mm. Groupalia, the Spanish answer to online group discount retailers, Groupon and LivingSocial, raised $2.5 mm in a Series A financing the online group discounters have been raising money quickly (DST invested $135 mm in Groupon in April) with a total of $222 mm in funding coming to just these three players thus far. Bearish week again: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 70% of the companies. ]]>
Slow start in May after record April: Total transaction value (excluding M&A) in the Web 2.0 universe for April was $813.5 million - the highest monthly total we have recorded. The number of financings was also a record, at 49, averaging $16.6 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $10.7 million. May 2010, in contrast, has started slowly, with only $37.4 million in financing announced thus far, averaging just $3.4 million across 11 deals. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Deal round-up for May: The large deal highlights for the month include: Fluid Music (TSX:FMN, digital music distributor) will acquire Mood Media (provider of sensorial marketing solutions) for 160 mm. Lithium is purchasing analytics developer, Scout Labs, for $20 mm. Fatfoogoo (purveyor of virtual goods) is being acquired by Digital River for $10 mm. Groupalia, the Spanish answer to online group discount retailers, Groupon and LivingSocial, raised $2.5 mm in a Series A financing the online group discounters have been raising money quickly (DST invested $135 mm in Groupon in April) with a total of $222 mm in funding coming to just these three players thus far. Bearish week again: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 70% of the companies. ]]> Tue, 11 May 2010 09:30:54 GMT /slideshow/web-20-weekly-may-11-2010/4051347 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - May 11, 2010 dapshore Slow start in May after record April: Total transaction value (excluding M&A) in the Web 2.0 universe for April was $813.5 million - the highest monthly total we have recorded. The number of financings was also a record, at 49, averaging $16.6 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $10.7 million. May 2010, in contrast, has started slowly, with only $37.4 million in financing announced thus far, averaging just $3.4 million across 11 deals. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Deal round-up for May: The large deal highlights for the month include: Fluid Music (TSX:FMN, digital music distributor) will acquire Mood Media (provider of sensorial marketing solutions) for 160 mm. Lithium is purchasing analytics developer, Scout Labs, for $20 mm. Fatfoogoo (purveyor of virtual goods) is being acquired by Digital River for $10 mm. Groupalia, the Spanish answer to online group discount retailers, Groupon and LivingSocial, raised $2.5 mm in a Series A financing the online group discounters have been raising money quickly (DST invested $135 mm in Groupon in April) with a total of $222 mm in funding coming to just these three players thus far. Bearish week again: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 70% of the companies. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-05-11web2-0weekly-100511093147-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Slow start in May after record April: Total transaction value (excluding M&amp;A) in the Web 2.0 universe for April was $813.5 million - the highest monthly total we have recorded. The number of financings was also a record, at 49, averaging $16.6 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $10.7 million. May 2010, in contrast, has started slowly, with only $37.4 million in financing announced thus far, averaging just $3.4 million across 11 deals. In comparison, total capital raised in May 2009 was $375.0 million, averaging $12.5 million over 30 deals. Deal round-up for May: The large deal highlights for the month include: Fluid Music (TSX:FMN, digital music distributor) will acquire Mood Media (provider of sensorial marketing solutions) for 160 mm. Lithium is purchasing analytics developer, Scout Labs, for $20 mm. Fatfoogoo (purveyor of virtual goods) is being acquired by Digital River for $10 mm. Groupalia, the Spanish answer to online group discount retailers, Groupon and LivingSocial, raised $2.5 mm in a Series A financing the online group discounters have been raising money quickly (DST invested $135 mm in Groupon in April) with a total of $222 mm in funding coming to just these three players thus far. Bearish week again: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 70% of the companies.
Web 2.0 Weekly - May 11, 2010 from David Shore
]]> 443 3 https://cdn.slidesharecdn.com/ss_thumbnails/10-05-11web2-0weekly-100511093147-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - May 4, 2010 /slideshow/web-20-weekly-may-4-2010/3964771 10-05-04web2-0weekly-100504085926-phpapp02
April 2010 a record month for Web 2.0 Financing: Total transaction value (excluding M&A) in the Web 2.0 universe for April was $808.2 million - the highest monthly total we have recorded. The number of financings was also a record, at 48, averaging $16.8 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $9.6 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. Deal round-up for April: The large deal highlights for the month include: Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). Apple acquired Siri, a mobile local search developer for a rumoured $225 mm. DST acquired ICQ, the instant messaging company, for $187.5 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bearish week: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 60% of the companies. ]]>
April 2010 a record month for Web 2.0 Financing: Total transaction value (excluding M&A) in the Web 2.0 universe for April was $808.2 million - the highest monthly total we have recorded. The number of financings was also a record, at 48, averaging $16.8 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $9.6 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. Deal round-up for April: The large deal highlights for the month include: Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). Apple acquired Siri, a mobile local search developer for a rumoured $225 mm. DST acquired ICQ, the instant messaging company, for $187.5 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bearish week: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 60% of the companies. ]]> Tue, 04 May 2010 08:58:44 GMT /slideshow/web-20-weekly-may-4-2010/3964771 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - May 4, 2010 dapshore April 2010 a record month for Web 2.0 Financing: Total transaction value (excluding M&A) in the Web 2.0 universe for April was $808.2 million - the highest monthly total we have recorded. The number of financings was also a record, at 48, averaging $16.8 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $9.6 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. Deal round-up for April: The large deal highlights for the month include: Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). Apple acquired Siri, a mobile local search developer for a rumoured $225 mm. DST acquired ICQ, the instant messaging company, for $187.5 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bearish week: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 60% of the companies. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-05-04web2-0weekly-100504085926-phpapp02-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> April 2010 a record month for Web 2.0 Financing: Total transaction value (excluding M&amp;A) in the Web 2.0 universe for April was $808.2 million - the highest monthly total we have recorded. The number of financings was also a record, at 48, averaging $16.8 million each. Note that this includes the $300 million investment in DST by Tencent. Excluding this transaction, the average is $9.6 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. Deal round-up for April: The large deal highlights for the month include: Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). Apple acquired Siri, a mobile local search developer for a rumoured $225 mm. DST acquired ICQ, the instant messaging company, for $187.5 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bearish week: Price performance was largely negative in our Web 2.0 universe, with prices dropping for over 60% of the companies.
Web 2.0 Weekly - May 4, 2010 from David Shore
]]> 550 3 https://cdn.slidesharecdn.com/ss_thumbnails/10-05-04web2-0weekly-100504085926-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 10 04-27 web 2.0 weekly /slideshow/10-0427-web-20-weekly/3870473 10-04-27web2-0weekly-100427081724-phpapp01
April on track to be record month?: Total transaction value in the Web 2.0 universe April-to-date is $726.1 million. The number of financings stands at 40 averaging $18.2 million each. Note that this includes the $300 million investment in DST by Tencent. Even excluding this transaction, the average is $15.2 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. The highest monthly total in our Web 2.0 financing database was April 2008 with a total of $765.5 million raised in 47 transactions. Deal round-up for April: The large deal highlights for the month include: 則 Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bullish week for Web 2.0: Sixty-nine percent of the companies in our universe had increased or flat market caps over the past week, sixty-nine percent had increased EV/Revenue multiples, 75% had increased or flat EV/EBITDA multiples and 73% had increased or flat P/E mutliples . ]]>
April on track to be record month?: Total transaction value in the Web 2.0 universe April-to-date is $726.1 million. The number of financings stands at 40 averaging $18.2 million each. Note that this includes the $300 million investment in DST by Tencent. Even excluding this transaction, the average is $15.2 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. The highest monthly total in our Web 2.0 financing database was April 2008 with a total of $765.5 million raised in 47 transactions. Deal round-up for April: The large deal highlights for the month include: 則 Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bullish week for Web 2.0: Sixty-nine percent of the companies in our universe had increased or flat market caps over the past week, sixty-nine percent had increased EV/Revenue multiples, 75% had increased or flat EV/EBITDA multiples and 73% had increased or flat P/E mutliples . ]]> Tue, 27 Apr 2010 08:17:19 GMT /slideshow/10-0427-web-20-weekly/3870473 dapshore@slideshare.net(dapshore) 10 04-27 web 2.0 weekly dapshore April on track to be record month?: Total transaction value in the Web 2.0 universe April-to-date is $726.1 million. The number of financings stands at 40 averaging $18.2 million each. Note that this includes the $300 million investment in DST by Tencent. Even excluding this transaction, the average is $15.2 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. The highest monthly total in our Web 2.0 financing database was April 2008 with a total of $765.5 million raised in 47 transactions. Deal round-up for April: The large deal highlights for the month include: 則 Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bullish week for Web 2.0: Sixty-nine percent of the companies in our universe had increased or flat market caps over the past week, sixty-nine percent had increased EV/Revenue multiples, 75% had increased or flat EV/EBITDA multiples and 73% had increased or flat P/E mutliples . <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-04-27web2-0weekly-100427081724-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> April on track to be record month?: Total transaction value in the Web 2.0 universe April-to-date is $726.1 million. The number of financings stands at 40 averaging $18.2 million each. Note that this includes the $300 million investment in DST by Tencent. Even excluding this transaction, the average is $15.2 million. In comparison, total capital raised in March was $168.1 million, averaging $5.4 million over 31 deals. The highest monthly total in our Web 2.0 financing database was April 2008 with a total of $765.5 million raised in 47 transactions. Deal round-up for April: The large deal highlights for the month include: 則 Tencent invested $300mm in DST (investor in Facebook, Zynga, Groupon). DST invested $135mm in social-shopping service Groupon. Salesforce.com acquired crowd-sourced personal contact service, Jigsaw, for $142 mm. Warner Bros. acquired gaming company, Turbine, for $160 mm. Ankeena Networks, media infrastructure solution provider was acquired by Juniper for $100mm. Bullish week for Web 2.0: Sixty-nine percent of the companies in our universe had increased or flat market caps over the past week, sixty-nine percent had increased EV/Revenue multiples, 75% had increased or flat EV/EBITDA multiples and 73% had increased or flat P/E mutliples .
10 04-27 web 2.0 weekly from David Shore
]]> 520 5 https://cdn.slidesharecdn.com/ss_thumbnails/10-04-27web2-0weekly-100427081724-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Web 2.0 Weekly - Apr. 20, 2010 /slideshow/web-20-weekly-apr-20-2010/3789102 10-04-20web2-0weekly-100420083900-phpapp02
Highlighting key transactions in Web 2.0/Social Media. Provides valuation and price performance metrics and trends on ~100 public companies by sector.]]>
Highlighting key transactions in Web 2.0/Social Media. Provides valuation and price performance metrics and trends on ~100 public companies by sector.]]> Tue, 20 Apr 2010 08:38:50 GMT /slideshow/web-20-weekly-apr-20-2010/3789102 dapshore@slideshare.net(dapshore) Web 2.0 Weekly - Apr. 20, 2010 dapshore Highlighting key transactions in Web 2.0/Social Media. Provides valuation and price performance metrics and trends on ~100 public companies by sector. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-04-20web2-0weekly-100420083900-phpapp02-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Highlighting key transactions in Web 2.0/Social Media. Provides valuation and price performance metrics and trends on ~100 public companies by sector.
Web 2.0 Weekly - Apr. 20, 2010 from David Shore
]]> 481 6 https://cdn.slidesharecdn.com/ss_thumbnails/10-04-20web2-0weekly-100420083900-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 10 01 05 Web 2.0 Weekly Special Edition /slideshow/10-01-05-web-20-weekly-special-edition/2831623 10-01-05web2-0weekly-specialedition-100105074139-phpapp01
TOP FIVE DEALS OF 2009 The Top Five: Despite over 400 transactions in 2009, it wasnt hard choosing our Top Five transactions for 2009 (with a little bit of massaging). Our Top Five transactions are: Facebooks $200 million D round, Twitters $100 million E round, the $2.25 billion acquisition of Skype, the almost $1 billion in financing/M&A for Social Gaming companies (including Zynga, Playdom and Playfish), and the incredible per unique visitor value ascribed in the financing for location-based social networking company Gowalla. Facebook raises $200 million D round: In May 2009, Facebook announced a new financing round raising $200 million from Digital Sky Technologies. The transaction gave Digital Sky a 1.96% stake, valuing Facebook at $10 billion. This financing brought the companys total to $678.2 million. This was also the largest financing we recorded in 2009. Twitter raises $100 million E round: The third largest financing round in 2009 belonged to Twitter a $100 million Series E in September 2009. The financing reportedly valued Twitter at $1 billion a remarkable valuation for a company that has not yet formalized a revenue model! More recently, it has been reported that Twitter was actually profitable in 2009 due to the $25 million in search deals it signed in October with Google and Microsoft. Skype is acquired for $2.025 billion: By far the largest overall transaction in our database in 2009 was the acquisition of a majority position (65%) in Skype from eBay for $2.025 billion announced in September 2009. The transaction was completed in November 2009. eBay had purchased Skype for $4.0 billion in 2005. Social Gaming financing activity reaches ~$1 billion (Zynga, Playfish, Playdom, etc.): Perhaps the hottest sector overall in 2009 was Social Gaming. This segment of the Web 2.0 market had the third highest number of deals (39) and generated almost $1 billion in financing/M&A activity the second highest total overall (Figure 1). Three transactions in particular stand out in the social gaming space the $400 million acquisition of Playfish (by Electronic Arts, November 2009), the $180 million financing of Zynga (Series C, December 2009, by Digital Sky), and the $43 million first round of financing for Playdom (New Enterprise lead, November 2009, Series A). There has been much speculation as to how the larger social gaming companies will proceed, with potential IPO or further strategic M&A most likely. Hottest new sector? Location-based social networks (Foursquare, Gowalla, etc.). Unique visitor value skyrockets: Financing activity for location-based social networks really heated up late in 2009. While the total financing raised in 2009 was quite small (~$15 million), the hype surrounding location-based SNS companies was substantial. In our opinion, this was highlighted by the $8.4 million December Series B financing for Gowalla. The reported valuation of $28.4 million implies a value of $568 for each of its 50,000 users (Figure 2). That compares to a $40 per user value we estimate for the Foursquare financing in September.]]>
TOP FIVE DEALS OF 2009 The Top Five: Despite over 400 transactions in 2009, it wasnt hard choosing our Top Five transactions for 2009 (with a little bit of massaging). Our Top Five transactions are: Facebooks $200 million D round, Twitters $100 million E round, the $2.25 billion acquisition of Skype, the almost $1 billion in financing/M&A for Social Gaming companies (including Zynga, Playdom and Playfish), and the incredible per unique visitor value ascribed in the financing for location-based social networking company Gowalla. Facebook raises $200 million D round: In May 2009, Facebook announced a new financing round raising $200 million from Digital Sky Technologies. The transaction gave Digital Sky a 1.96% stake, valuing Facebook at $10 billion. This financing brought the companys total to $678.2 million. This was also the largest financing we recorded in 2009. Twitter raises $100 million E round: The third largest financing round in 2009 belonged to Twitter a $100 million Series E in September 2009. The financing reportedly valued Twitter at $1 billion a remarkable valuation for a company that has not yet formalized a revenue model! More recently, it has been reported that Twitter was actually profitable in 2009 due to the $25 million in search deals it signed in October with Google and Microsoft. Skype is acquired for $2.025 billion: By far the largest overall transaction in our database in 2009 was the acquisition of a majority position (65%) in Skype from eBay for $2.025 billion announced in September 2009. The transaction was completed in November 2009. eBay had purchased Skype for $4.0 billion in 2005. Social Gaming financing activity reaches ~$1 billion (Zynga, Playfish, Playdom, etc.): Perhaps the hottest sector overall in 2009 was Social Gaming. This segment of the Web 2.0 market had the third highest number of deals (39) and generated almost $1 billion in financing/M&A activity the second highest total overall (Figure 1). Three transactions in particular stand out in the social gaming space the $400 million acquisition of Playfish (by Electronic Arts, November 2009), the $180 million financing of Zynga (Series C, December 2009, by Digital Sky), and the $43 million first round of financing for Playdom (New Enterprise lead, November 2009, Series A). There has been much speculation as to how the larger social gaming companies will proceed, with potential IPO or further strategic M&A most likely. Hottest new sector? Location-based social networks (Foursquare, Gowalla, etc.). Unique visitor value skyrockets: Financing activity for location-based social networks really heated up late in 2009. While the total financing raised in 2009 was quite small (~$15 million), the hype surrounding location-based SNS companies was substantial. In our opinion, this was highlighted by the $8.4 million December Series B financing for Gowalla. The reported valuation of $28.4 million implies a value of $568 for each of its 50,000 users (Figure 2). That compares to a $40 per user value we estimate for the Foursquare financing in September.]]> Tue, 05 Jan 2010 07:41:33 GMT /slideshow/10-01-05-web-20-weekly-special-edition/2831623 dapshore@slideshare.net(dapshore) 10 01 05 Web 2.0 Weekly Special Edition dapshore TOP FIVE DEALS OF 2009 The Top Five: Despite over 400 transactions in 2009, it wasnt hard choosing our Top Five transactions for 2009 (with a little bit of massaging). Our Top Five transactions are: Facebooks $200 million D round, Twitters $100 million E round, the $2.25 billion acquisition of Skype, the almost $1 billion in financing/M&A for Social Gaming companies (including Zynga, Playdom and Playfish), and the incredible per unique visitor value ascribed in the financing for location-based social networking company Gowalla. Facebook raises $200 million D round: In May 2009, Facebook announced a new financing round raising $200 million from Digital Sky Technologies. The transaction gave Digital Sky a 1.96% stake, valuing Facebook at $10 billion. This financing brought the companys total to $678.2 million. This was also the largest financing we recorded in 2009. Twitter raises $100 million E round: The third largest financing round in 2009 belonged to Twitter a $100 million Series E in September 2009. The financing reportedly valued Twitter at $1 billion a remarkable valuation for a company that has not yet formalized a revenue model! More recently, it has been reported that Twitter was actually profitable in 2009 due to the $25 million in search deals it signed in October with Google and Microsoft. Skype is acquired for $2.025 billion: By far the largest overall transaction in our database in 2009 was the acquisition of a majority position (65%) in Skype from eBay for $2.025 billion announced in September 2009. The transaction was completed in November 2009. eBay had purchased Skype for $4.0 billion in 2005. Social Gaming financing activity reaches ~$1 billion (Zynga, Playfish, Playdom, etc.): Perhaps the hottest sector overall in 2009 was Social Gaming. This segment of the Web 2.0 market had the third highest number of deals (39) and generated almost $1 billion in financing/M&A activity the second highest total overall (Figure 1). Three transactions in particular stand out in the social gaming space the $400 million acquisition of Playfish (by Electronic Arts, November 2009), the $180 million financing of Zynga (Series C, December 2009, by Digital Sky), and the $43 million first round of financing for Playdom (New Enterprise lead, November 2009, Series A). There has been much speculation as to how the larger social gaming companies will proceed, with potential IPO or further strategic M&A most likely. Hottest new sector? Location-based social networks (Foursquare, Gowalla, etc.). Unique visitor value skyrockets: Financing activity for location-based social networks really heated up late in 2009. While the total financing raised in 2009 was quite small (~$15 million), the hype surrounding location-based SNS companies was substantial. In our opinion, this was highlighted by the $8.4 million December Series B financing for Gowalla. The reported valuation of $28.4 million implies a value of $568 for each of its 50,000 users (Figure 2). That compares to a $40 per user value we estimate for the Foursquare financing in September. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/10-01-05web2-0weekly-specialedition-100105074139-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> TOP FIVE DEALS OF 2009 The Top Five: Despite over 400 transactions in 2009, it wasnt hard choosing our Top Five transactions for 2009 (with a little bit of massaging). Our Top Five transactions are: Facebooks $200 million D round, Twitters $100 million E round, the $2.25 billion acquisition of Skype, the almost $1 billion in financing/M&amp;A for Social Gaming companies (including Zynga, Playdom and Playfish), and the incredible per unique visitor value ascribed in the financing for location-based social networking company Gowalla. Facebook raises $200 million D round: In May 2009, Facebook announced a new financing round raising $200 million from Digital Sky Technologies. The transaction gave Digital Sky a 1.96% stake, valuing Facebook at $10 billion. This financing brought the companys total to $678.2 million. This was also the largest financing we recorded in 2009. Twitter raises $100 million E round: The third largest financing round in 2009 belonged to Twitter a $100 million Series E in September 2009. The financing reportedly valued Twitter at $1 billion a remarkable valuation for a company that has not yet formalized a revenue model! More recently, it has been reported that Twitter was actually profitable in 2009 due to the $25 million in search deals it signed in October with Google and Microsoft. Skype is acquired for $2.025 billion: By far the largest overall transaction in our database in 2009 was the acquisition of a majority position (65%) in Skype from eBay for $2.025 billion announced in September 2009. The transaction was completed in November 2009. eBay had purchased Skype for $4.0 billion in 2005. Social Gaming financing activity reaches ~$1 billion (Zynga, Playfish, Playdom, etc.): Perhaps the hottest sector overall in 2009 was Social Gaming. This segment of the Web 2.0 market had the third highest number of deals (39) and generated almost $1 billion in financing/M&amp;A activity the second highest total overall (Figure 1). Three transactions in particular stand out in the social gaming space the $400 million acquisition of Playfish (by Electronic Arts, November 2009), the $180 million financing of Zynga (Series C, December 2009, by Digital Sky), and the $43 million first round of financing for Playdom (New Enterprise lead, November 2009, Series A). There has been much speculation as to how the larger social gaming companies will proceed, with potential IPO or further strategic M&amp;A most likely. Hottest new sector? Location-based social networks (Foursquare, Gowalla, etc.). Unique visitor value skyrockets: Financing activity for location-based social networks really heated up late in 2009. While the total financing raised in 2009 was quite small (~$15 million), the hype surrounding location-based SNS companies was substantial. In our opinion, this was highlighted by the $8.4 million December Series B financing for Gowalla. The reported valuation of $28.4 million implies a value of $568 for each of its 50,000 users (Figure 2). That compares to a $40 per user value we estimate for the Foursquare financing in September.
10 01 05 Web 2.0 Weekly Special Edition from David Shore
]]> 463 4 https://cdn.slidesharecdn.com/ss_thumbnails/10-01-05web2-0weekly-specialedition-100105074139-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds document Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 09 12 08 Web 2.0 Weekly /slideshow/09-12-08-web-20-weekly/2673532 09-12-08web2-0weekly-091208073816-phpapp02
LATTER HALF OF 2009: FORGING FORWARD DEAL VALUE ON PACE TO MEET NOVEMBER LEVEL December starts at strong pace: Total transaction value in the Web 2.0 universe for the first week of December is $68.8 million. The number of financings stands at seven, averaging $9.8 million each. In comparison, total capital raised in November was $203.4 million, averaging $11.3 million (18 deals); October was $171.3 million, averaging $6.3 million (27 deals); and September was $232.8 million, averaging $9.0 million (26 deals). Broad-based sector financing: Video, Gaming, Advertising, Collaboration, and Analytics experienced the most financing activity among our Web 2.0 sector categories in the past three months by number of transactions (six each). Social Networks remain strong with five deals in the past quarter. Infrastructure and Search round out the top three positions at four deals each over the past three months. The $400 million acquisition of Playfish skews the Virtual Worlds segment to the highest total. Market pull-back abates universe split between risers and decliners: Twenty-five companies in our universe had positive stock price performances over the past week (for stocks with prices greater than $1), while 22 companies showed negative 1-week returns.]]>
LATTER HALF OF 2009: FORGING FORWARD DEAL VALUE ON PACE TO MEET NOVEMBER LEVEL December starts at strong pace: Total transaction value in the Web 2.0 universe for the first week of December is $68.8 million. The number of financings stands at seven, averaging $9.8 million each. In comparison, total capital raised in November was $203.4 million, averaging $11.3 million (18 deals); October was $171.3 million, averaging $6.3 million (27 deals); and September was $232.8 million, averaging $9.0 million (26 deals). Broad-based sector financing: Video, Gaming, Advertising, Collaboration, and Analytics experienced the most financing activity among our Web 2.0 sector categories in the past three months by number of transactions (six each). Social Networks remain strong with five deals in the past quarter. Infrastructure and Search round out the top three positions at four deals each over the past three months. The $400 million acquisition of Playfish skews the Virtual Worlds segment to the highest total. Market pull-back abates universe split between risers and decliners: Twenty-five companies in our universe had positive stock price performances over the past week (for stocks with prices greater than $1), while 22 companies showed negative 1-week returns.]]> Tue, 08 Dec 2009 07:38:12 GMT /slideshow/09-12-08-web-20-weekly/2673532 dapshore@slideshare.net(dapshore) 09 12 08 Web 2.0 Weekly dapshore LATTER HALF OF 2009: FORGING FORWARD DEAL VALUE ON PACE TO MEET NOVEMBER LEVEL December starts at strong pace: Total transaction value in the Web 2.0 universe for the first week of December is $68.8 million. The number of financings stands at seven, averaging $9.8 million each. In comparison, total capital raised in November was $203.4 million, averaging $11.3 million (18 deals); October was $171.3 million, averaging $6.3 million (27 deals); and September was $232.8 million, averaging $9.0 million (26 deals). Broad-based sector financing: Video, Gaming, Advertising, Collaboration, and Analytics experienced the most financing activity among our Web 2.0 sector categories in the past three months by number of transactions (six each). Social Networks remain strong with five deals in the past quarter. Infrastructure and Search round out the top three positions at four deals each over the past three months. The $400 million acquisition of Playfish skews the Virtual Worlds segment to the highest total. Market pull-back abates universe split between risers and decliners: Twenty-five companies in our universe had positive stock price performances over the past week (for stocks with prices greater than $1), while 22 companies showed negative 1-week returns. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/09-12-08web2-0weekly-091208073816-phpapp02-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> LATTER HALF OF 2009: FORGING FORWARD DEAL VALUE ON PACE TO MEET NOVEMBER LEVEL December starts at strong pace: Total transaction value in the Web 2.0 universe for the first week of December is $68.8 million. The number of financings stands at seven, averaging $9.8 million each. In comparison, total capital raised in November was $203.4 million, averaging $11.3 million (18 deals); October was $171.3 million, averaging $6.3 million (27 deals); and September was $232.8 million, averaging $9.0 million (26 deals). Broad-based sector financing: Video, Gaming, Advertising, Collaboration, and Analytics experienced the most financing activity among our Web 2.0 sector categories in the past three months by number of transactions (six each). Social Networks remain strong with five deals in the past quarter. Infrastructure and Search round out the top three positions at four deals each over the past three months. The $400 million acquisition of Playfish skews the Virtual Worlds segment to the highest total. Market pull-back abates universe split between risers and decliners: Twenty-five companies in our universe had positive stock price performances over the past week (for stocks with prices greater than $1), while 22 companies showed negative 1-week returns.
09 12 08 Web 2.0 Weekly from David Shore
]]> 919 3 https://cdn.slidesharecdn.com/ss_thumbnails/09-12-08web2-0weekly-091208073816-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds document Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 09 11 24 Web 2.0 Weekly /slideshow/09-11-24-web-20-weekly/2650135 09-11-24web2-0weekly-091204102228-phpapp02
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]]> Fri, 04 Dec 2009 10:18:52 GMT /slideshow/09-11-24-web-20-weekly/2650135 dapshore@slideshare.net(dapshore) 09 11 24 Web 2.0 Weekly dapshore <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/09-11-24web2-0weekly-091204102228-phpapp02-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br>
09 11 24 Web 2.0 Weekly from David Shore
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]]> Fri, 04 Dec 2009 10:18:52 GMT /slideshow/09-11-17-web-20-weekly/2650134 dapshore@slideshare.net(dapshore) 09 11 17 Web 2.0 Weekly dapshore <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/09-11-17web2-0weekly-091204101919-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br>
09 11 17 Web 2.0 Weekly from David Shore
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]]> Fri, 04 Dec 2009 10:18:51 GMT /slideshow/09-11-03-web-20-weekly/2650133 dapshore@slideshare.net(dapshore) 09 11 03 Web 2.0 Weekly dapshore <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/09-11-03web2-0weekly-091204101922-phpapp01-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br>
09 11 03 Web 2.0 Weekly from David Shore
]]> 965 3 https://cdn.slidesharecdn.com/ss_thumbnails/09-11-03web2-0weekly-091204101922-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds document Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 https://cdn.slidesharecdn.com/profile-photo-dapshore-48x48.jpg?cb=1666167735 My role as Director of Investor Relations, Canada is to build OurCrowd's presence in Canada. My experience prior to OurCrowd includes roles in venture capital and equity research. As the Managing Director of Terracap Ventures, I developed the firm's overall corporate strategy. I also served as Head of the Technology Group for Mackie Research Capital in the Equity Research department covering Software & Media sectors. I was consistently ranked as a leading technology analyst (software) in Canada, and prior to joining Mackie Research Capital worked at leading financial institutions, including Desjardins, CIBC World Markets, and First Marathon. My operational experience includes roles as CF... www.terracapventures.com https://cdn.slidesharecdn.com/ss_thumbnails/10-08-10web2-0weekly-100810091712-phpapp01-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/web-20-weekly-aug-10-2010-consolidation-by-google/4937321 Web 2.0 Weekly - Aug.... https://cdn.slidesharecdn.com/ss_thumbnails/10-08-04web2-0weekly-100804103424-phpapp01-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/web-20-weekly-aug-4-2010-playdom-is-going-to-disney-world/4901603 Web 2.0 Weekly - Aug. ... https://cdn.slidesharecdn.com/ss_thumbnails/10-07-27web2-0weekly-100727081745-phpapp01-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/web-20-weekly-july-27-2010-july-financings-approaching-high-for-2010/4849361 Web 2.0 Weekly - July ...