Companies

Facebook

  • Daily Update: Facebook’s New Platform


  • Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings


  • Daily Email (2014-04-21): Social Platforms


  • Face Is Not the Future

    There is certain logic to any Facebook acquisition given the current stock price. The current market valuation of $156 billion implies significant revenue growth on an annual basis far greater than simply converting desktop revenue streams to mobile ones; if you assume the stock price will decrease in the future, then making largely stock-based purchases makes…


  • The Social Conglomerate

    When news of the Facebook/WhatsApp deal broke, a lot of people gave me credit for being prescient: after all, I had just written 1,568 words on why messaging was mobile’s killer app. WhatsApp, though, was all but absent from the article, meriting but a single mention, and in parenthesis at that! Viber does have strong user…


  • Messaging: Mobile’s Killer App

    Messaging is a completely new kind of social networking that is uniquely enabled by mobile.


  • Google’s New Business Model

    Excepting the patent and panic-driven Motorola deal, prior to yesterday’s acquisition of Nest for $3.2 billion, the previous largest deal Google’s history was DoubleClick for $3.1 billion 2006. Beyond the similar dollar figures, it’s a deal worth considering for what it says about Google then and now. With the acquisition of DoubleClick, Google solidified its hold…


  • Instagram Direct, Twitter DMs, and the Social/Communications Map

    Instagram today announced Instagram Direct. From the Instagram blog:1 From a photo of your daily coffee to a sunrise shared from the top of a mountain hike, every Instagram moment contains something you find special—something you broadcast to your followers when you tap “share.” There are, however, moments in our lives that we want to share,…


  • The Social/Communications Map

    I took another turn at my map of the social networking space I made for yesterday’s post The Multitudes of Social: I made a few changes: The primary change is relabeling the horizontal axis. Originally I had “Interest/Topic- Based” on the left, and “Real-life Relationship-Based” on the right, but as Victor Pope pointed out on Twitter,…


  • The Multitudes of Social

    Do I contradict myself? Very well then I contradict myself, (I am large, I contain multitudes.) – Walt Whitman, Song of Myself Last week Snapchat reportedly turned down a $3 billion dollar all-cash offer from Facebook. Apparently Facebook was worried about losing the teen demographic, or perhaps they were unnerved by the 350 million photos Snapchat…