by Jason Wilk on January 5, 2009
- 2009 Tech predictions coming from Wall Street analysts. I have included my own below. Sorry about the spacing, something with the HTML on this article that I can’t figure out.
- Imran Khan’s 2009 Tech Predictions (J.P. Morgan)
- Potential search deal likely between Yahoo! and Microsoft
- Net Neutrality should become an important mainstream issue
- Challenges in monetizing video advertising should persist
- Mobile usage should continue its strong growth momentum, but mobile
advertising will likely be challenging this year
- Possible bankruptcies in brick-and-mortar retail should create opportunities
for eCommerce companies
- M&A consolidation activities could potentially resume during 2H’09 (IPO market is dead until 2010)
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- Doug Anmuth’s 2009 Tech Predictions (Barclays Capital)
- Yahoo and eBay will make major strategic decisions
- Performance-based advertising will be more important than ever
- Increased Competition For Search Distribution Via Toolbars, OEM Deals, and Partnerships
- Proliferation of Smart Phones Will Drive The Mobile Internet
- Small Strategic Acquisitions Will Re-Emerge
- Ad Networks To Consolidate
- My 2009 Tech Predictions (Me)
- Google stock back over $500
- New Yahoo CEO will get back to an offer from Microsoft closer to the original.
- eBay will continue to struggle, lose market share to Amazon/niche.
- Valueclick will continue to fall and either go under or get acquired.
- Online advertising will creep back in the summer.
- Microsoft will gain in online search with Kumo.
- Mobile OEM’s will realize platform standardization isn’t their answer.
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by Jason Wilk on December 1, 2008
- ValueClick, the holding company that controls major advertising/shopping properties Mediaplex, Comission Junction and PriceRunner, is on the fritz. Big time.
- Display advertising is one of the ValueClick’s biggest revenue drivers, which at the moment is the least economical ways for advertisers to spend their money due to low CTR, high bounce rates and often immeasurable demographic metrics.
- All of Internet advertising is taking a hit though. Google saw a major drop in their stock when they pulled back their earnings forecasts this week, while ValueClick has seen their stock drop to $5.42 from a high of $29.97 this year. Ouch.
- This isn’t all ValueClick is worried about. The Google Affiliate Network is quickly becoming the largest CPA advertising network in the world over Commission Junction, a profitable asset for ValueClick. Google is already gaining speed and as soon as they integrate analytics for publishers, it will be over for ValueClick affiliate marketing.
- Lastly, their PriceRunner comparison shopping search still has momentum in Europe, but back home they are a second thought, even more so now with people’s wallets closing shut from the financial crisis.
- Their market cap is down 60% this year to $474M. Watch out for even further falling prices. We called this drop off in October, since then their stock price has fell significantly.
- In related news, Sam Paisley, their former head of M&A has already left for SpotRunner.
Is it possible ValueClick will be the first major tech stock to bite the dust?
A tiny exclusive
by Jason Wilk on October 31, 2008
- Beverly Hills based, SpotRunner, who has raised $111M to bring ‘web to TV’ advertising for local companies, is expected to lay off 75 employees come Monday.
- SpotRunner’s lofty goal for the year with the capital was to lead it to an IPO. They convinced their current CFO Sam Paisley this year to jump ship from ValueClick to manage the process. Looking like this will not happen now
- I ran into two SpotRunner employees today out and about in Santa Monica and they said overall feeling inside the company is very somber.
- Maybe they should have used Calacanis’ model of fire them quick and all at once. Don’t let it leak and drag out, which leads to a decrease in performance. We’ll keep you posted.
TC
by Jason Wilk on October 14, 2008
by Jason Wilk on October 9, 2008
- ValueClick, the holding company that controls major advertising/shopping properties Mediaplex, Comission Junction and PriceRunner, has had their stock turn from ‘Buy’ to ‘Neutral’ on news of Bank Of America downgrading all online display advertising companies.
- In a recession, online display advertising is one of the least economical ways for advertisers to spend their money due to low CTR, high bounce rates and often immeasurable demographic metrics.
- All of Internet advertising is taking a hit though. Google saw a major drop in their stock when they pulled back their earnings forecasts this week, while ValueClick has seen their stock drop to $7.49 from a high of $29.97 this year. Ouch.
- This isn’t all ValueClick is worried about. The Google Affiliate Network is about to surge as the largest CPA advertising network in the world over Commission Junction, a profitable asset for ValueClick. Google is already gaining speed and as soon as they integrate analytics for publishers, it will be over for ValueClick affiliate marketing.
- Lastly, their PriceRunner comparison shopping search still has momentum in Europe, but back home they are a second thought, even more so now with people’s wallets closing shut from the financial crisis.
- Their market cap is currently valued at $670M.
- We got word that their recent head of M&A, Sam Paisley, just jumped ship to SpotRunner.
Is it possible ValueClick will be the first major tech stock to bite the dust?
A tiny exclusive
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