Messaging
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LINE Results, Nintendo Hurting, Katie Cotton Retiring
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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 […]
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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 […]
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Messaging: Mobile’s Killer App
Messaging is a completely new kind of social networking that is uniquely enabled by mobile.
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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 […]
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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 […]
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Facebook’s Mobile Failure: A Compare/Contrast With LINE
Facebook is in the news for an imminent Android-related announcement; speculation is heavy that this is fabled Facebook phone. Techcrunch: Facebook just invited press to an event at its headquarters on April 4th to “Come See Our New Home On Android”. Sources tell us it will be a modified version of the Android operating system […]