chatter

Groupon Soars Thanks To A Rumor Google Might Buy It (GRPN, GOOG)

Source: http://www.businessinsider.com/groupon-stock-2012-12

Groupon’s stock was up 23% today.

Bloomberg is reporting there’s speculation that Google might take over Groupon.

Two years ago, Google wanted to buy Groupon for $6 billion, but was rejected. Today, the company is worth $3 billion. While growth has slowed, its core business is bigger. Google might think that it could buy Groupon, shutter the underperforming businesses and fix the flaws. 

Or, this could just be chatter. Bloomberg doesn’t really source where the speculation is coming from.

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Friday, December 7th, 2012 news No Comments

The 2012 Academy Awards In Charts And Data

Source: http://www.businessinsider.com/the-oscars-for-quants-the-2012-academy-awards-in-charts-and-data-2012-2


oscar charts

Sure, The Artist did well at the Academy Awards. But what does that really mean, statistically?

As usual, our friends at AddThis, a company that provides social media sharing tools for web publishers, tracked their network of 11 million sites and 1.2 billion unique users per month to find out which Oscar events really drove chatter among consumers.

The data show that the real Oscar winners were the iPad, Pinterest, Sacha Baron Cohen and Twitter. Losers included Ryan Seacrest, Facebook and Billy Crystal.

 

This was the background chatter in the weeks prior to the Oscars. Note that ‘Hugo’ dominates.

Demian Bichir peaked when he was nominated for a SAG award for ‘Better Life.’ But interest faded. More people were interested in George Clooney than Jean Dujardin of ‘The Artist’ in the week before the Oscars.

Prior to the show, the people’s choice for Best Actress was Viola Davis, not Meryl Streep.

See the rest of the story at Business Insider

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Tuesday, February 28th, 2012 news No Comments

How Apple’s Business Completely Changed

Source: http://www.businessinsider.com/how-apples-business-completely-changed-2012-1


What a difference a few years makes. Four years ago, Apple analysts fretted over iPod shipments and computer sales when an earnings call rolled around. All the early chatter is now focused on whether surging iPhone and iPad sales will even be enough to meet soaring expectations.   

The iPad, only a rumor two years ago, accounted for 24% of revenue last quarter. The iPhone, meanwhile, has jumped from 10% of revenue at the beginning of 2008 to 39% last quarter–and nearly 50% at the beginning of last year. With the tablet market still in its infancy and huge opportunities still available in mobile, the shift in Apple’s revenues has only just begun. All of which should futher underline the changing nature of their business: Apple is essentially a mobile computing company. 

Which is not to say the rest of the company isn’t growing. Mac shipments were up 20.7% year-over-year in the fourth quarter, according to Gartner–even as the rest of the PC market fell 5.9%. It’s just that they have not kept up with the astronomic growth of the company’s mobile products.

See our preview of Apple’s earnings here→

Apple Revenue Breakdown


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Tuesday, January 24th, 2012 news No Comments

How Apple’s Business Completely Changed

Source: http://www.businessinsider.com/how-apples-business-completely-changed-2012-1


What a difference a few years makes. Four years ago, Apple analysts fretted over iPod shipments and computer sales when an earnings call rolled around. All the early chatter is now focused on whether surging iPhone and iPad sales will even be enough to meet soaring expectations.   

The iPad, only a rumor two years ago, accounted for 24% of revenue last quarter. The iPhone, meanwhile, has jumped from 10% of revenue at the beginning of 2008 to 39% last quarter–and nearly 50% at the beginning of last year. With the tablet market still in its infancy and huge opportunities still available in mobile, the shift in Apple’s revenues has only just begun. All of which should futher underline the changing nature of their business: Apple is essentially a mobile computing company. 

Which is not to say the rest of the company isn’t growing. Mac shipments were up 20.7% year-over-year in the fourth quarter, according to Gartner–even as the rest of the PC market fell 5.9%. It’s just that they have not kept up with the astronomic growth of the company’s mobile products.

See our preview of Apple’s earnings here→

Apple Revenue Breakdown


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Tuesday, January 24th, 2012 news No Comments

Here’s Why The New York Times Wants To Sell Off Its Regional Papers [CHARTS]

Source: http://www.businessinsider.com/chart-heres-why-the-new-york-times-wants-to-sell-off-their-local-paper-division-2011-12


Yesterday, the news leaked that the New York Times Company was looking to sell off its regional media group to Halifax Media Holdings.

Now we know why.

A look at the Times’ SEC filings shows that the regional media group has tanked in the past half decade, and that it was particularly devastated by the economic recession. Amid dwindling revenue across the Times’ three news segments, the Regional Media Group — which includes 16 papers from California to Florida with a combined circulation of about 433,000 — has performed the worst in recent years.

At the end of last year, revenue for the Regional Media Group had fallen to 65% of what it was in 2001, and that’s without adjusting for inflation. Further, revenue has been cut almost in half from the highs of 2006.

chart, revenue by news segment indexed to 2001

 

Though revenue began to decline starting in 2006, it took a more precipitous plunge once the recession hit. In the second quarter of 2009, revenue for the Regional Media Group was down over 25% from where it was in the same quarter the previous year.

 

chart, revenue by news segment year over year change

 

Those extreme plunges led the New York Times Company, in their most recent annual statement, to note that they could take action if the Regional Media Group did not turn around this year. “We believe that if the Regional Media Group’s projected cash flows are not met during 2011, a goodwill impairment charge is possible in 2011,” the company wrote.

In the first three quarters of 2011, the regional group still hadn’t turned things around. While the decline in revenue for the New York Times Media Group and the New England Media Group began to slow down, the regional group’s problems kept going.

 

chart, revenue by news segment change indexed to 2008 levels

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Tuesday, December 20th, 2011 news No Comments

Evolution of Media

paid media – TV, print, radio – you pay to get your message in front of people

owned media – online content sites, destinations, social networks – you have an audience and you can target messages to them based on known activities, behaviors, and other info such as demographics

earned media – online chatter about your brand that could be positive or negative; free PR or exposure from blogs, tweets, etc. (see also “social amplification” )

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Wednesday, April 14th, 2010 digital No Comments

The iPad Is The Gadget We Never Knew We Needed

Source: http://feeds.gawker.com/~r/gizmodo/full/~3/MJm1kyfrSFM/why-the-ipad-will-crush-netbooks-and-ebook-readers

Now that we’ve seen the iPad in the light of day, there’s a lot of chatter about what it can’t do. But Apple is now a massive threat to netbooks and ebook readers. Here’s why:

Generally speaking, the iPad’s goal is not to replace your netbook, assuming you own and love one. It’s not about replacing your Kindle either, assuming you cashed in for that as well. We have reviewed plenty of both, and know there’s plenty to like. If you derive pleasure out of using either, then Apple might have a hard time convincing you to switch to the iPad. But for the millions of people who aren’t on either bandwagon, yet have the money and interest in a “third” device between the phone and the computer, the iPad will have greater appeal.

250 Million iPods Earlier…

When the first iPod came out, its goal was not to grab the customers who Creative and Archos were fighting over, with their dueling 6GB “jukeboxes.” It was to grab everyone else. I remember listening to arguments about why Archos had a better device than Creative or even Apple. Lot of good that early-adopter love got them in the long run. The pocket media player market exploded, with Apple eating over half the pie consistently for almost a decade.

When the iPhone came out, BlackBerry users were like, “No flippin’ way.” And guess what, those people still buy BlackBerries. (And why shouldn’t they? Today’s BlackBerry is still great, and hardly distinguishable from the BB of 2007.) The point is, the iPhone wasn’t designed to win the hearts and minds of people who already knew their way around a smartphone. It came to convince people walking around with Samsung and LG flip phones that there was more to life. And it worked.

iPhones now account for more than half of AT&T’s phone sales. You can bet that WinMo, Palm and BB combined weren’t doing that kind of share pre-iPhone. Globally, the smartphone business grew from a niche thing for people in suits to being a 180-million unit per year business, says Gartner, eclipsing the entire notebook business—about 20% of which, I might add, are netbooks. The iPhone isn’t the sole driver of this growth, of course, but its popularity has opened many new doors for the category. Just ask anyone in the business of developing/marketing/selling Droids or Palm Pres.

You could say, “Those were Apple’s successes, what about their failures?” In the second age of Steve Jobs, there aren’t a whole lot. Apple TV is the standout—quite possibly because Apple discovered, after releasing the product, that there wasn’t a big enough market for it, or any of its competitors. Apple TV may be crowded out by connected Blu-ray players, home-theater PCs and HD video players, but Apple TV’s niche is, to this day, almost frustratingly unique.

So how do you know if a market exists? You ask the “other” Steve, Microsoft CEO Steve Ballmer.

It’s Business Time

There’s a famous Ballmerism, one he’s even said to me, that goes something like, “A business isn’t worth entering unless the sales potential is 50 million units or more.” 50 million. That’s why Ballmer is happy to go into the portable media player business and the game console business, but laughs about ebook readers. Microsoft may not sell 50 million Zunes, but it’s worth being a contender.

You can bet Apple thinks this way. You can easily argue that, despite its sheen of innovation, Apple is far more conservative than Microsoft. Apple TV is a bit of an anomaly, but with no major hardware refreshes and a few small-minded software updates, you can hardly accuse Apple of throwing good money after bad. Presumably Apple TV was a learning experience for Jobs & Co., one they’re not likely to repeat.

With that in mind, let’s look particularly at netbooks and ebook readers.

Like Notebooks, Only Littler

Netbooks are cooking, but it’s well known they’re cooking because notebooks are not. A netbook was originally conceived as something miraculously small and simple, running Linux with a warm fuzzy interface that dear old gran could use to bone up on pinochle before Friday’s showdown with the Rosenfelds. But instead of growing outward to this new audience (always with the grandmothers, it seems), it grew inward, cannibalizing real PC sales.

The Linux fell away, mostly because it was ill-conceived, and these simply became tiny, cheap, limited-function Windows PCs. They may have been a 40-million-unit business last year, according to DisplaySearch, but they only got cheaper, and the rest of the business was so depressed nobody was happy. (And just ask Ballmer how much he makes on those XP licenses, or even the “low-powered OS” that is Windows 7 Starter.)

Point is, nerds may love their netbooks, but the market that the netbook originally set out to reach is too far away, running farther away and screaming louder with every blog post about what chipset and graphics processor a netbook is rumored to have, or whether or not it is, indeed, a netbook at all. Clearly the audience is cheap geeks, and while that may be a good market to be in (just read Giz comments), it’s definitively not Steve Jobs’ market.

Easy on the Eyes

Now, about that Kindle. Best ebook reader out there. Every time we say that, we say it with a wink. We totally respect the Kindle (and I for one have hopes for Nook once it pulls itself out of the firmware mess it’s in), but we think e-ink is a limited medium.

Its functionality is ideal for a very specific task—simulating printed words on paper—and for that I have always sung its praise. The Kindle is ideal for delivering and serving up those kinds of books, and as a voracious reader of those kinds of books, I am grateful for its existence. But there are other kinds of books of which I am a consumer: Cookbooks, children’s books and comic books. (Notice, they all end in “book.”) The Kindle can’t do any of those categories well at all, because they are highly graphical. E-ink’s slow-refreshing, difficult-to-resize grayscale images are pretty much hideous. No big deal for the compleat Dickens, but too feeble to take on my dog-eared, saffron-stained Best-Ever Curry Cookbook.

So, e-ink’s known weaknesses aside, let’s talk again about Ballmer’s favorite number, 50 million. Guess how many Kindles are estimated to have been sold ever since the very first one launched? 2.5 million. Nobody knows for sure because Amazon won’t release the actual figures. Guess how many ebook readers are supposedly going to sell this year, according to Forrester? Roughly 6 million. In a year. Compare that to 21 million iPods sold last quarter, along with 9 million iPhones.

I am not suggesting that the iPod or iPhone is a worthwhile replacement for reading, but I am saying that, for better or worse, there are probably at least 2.5 million iPod or iPhone users who read books on those devices.

Are you starting to see the larger picture here? I am not trying to convince you to buy an Apple iPad, I am trying to explain to you why you probably will anyway. As the Kindle fights just to differentiate itself while drowning in a milk-white e-ink sea of God-awful knockoffs, you’ll see that color screen shining in the distance.

Sure the iPad may not be as easy on the eyes as a Kindle. But you will be able to read in bed without an additional light source. You will be able to read things online without banging your head against a wall to get to the right page. And, once the publishers get their acts together, you will be able to enjoy comics, cookbooks, and children’s books, with colorful images. Even before you set them into motion, dancing around the screen, they’ll look way better than they would on e-ink. (I haven’t even mentioned magazines, but once that biz figures out what to do with this thing, they will make it work, because they need color screens, preferably touchscreens.)

Tide Rollin’ In

So we have this new device, carefully planned by a company with a unique ability to reach new markets. And we have two types of products that have effectively failed to reach those markets. And you’re going to bet on the failures? The iPad has shortcomings, but they only betray Apple’s caution, just like what happened with iPhone No. 1. Now every 15-year-old kid asks for an iPhone, and the ones that don’t get them get iPod Touches.

We can sit here in our geeky little dorkosphere arguing about it all day, but as much as Apple clearly enjoys our participation, the people Jobs wants to sell this to don’t read our rants. They can’t even understand them. My step-mother refuses to touch computers, but nowadays checks email, reads newspapers and plays Solitaire on an iPod Touch, after basically picking it up by accident one day. That’s a future iPad user if I ever saw one.

Jobs doesn’t care about the netbook business, or the ebook business. He’s just aiming for the same people they were aiming at. The difference is, he’s going to reach them. And the fight will be with whoever enters into the tablet business with him. Paging Mr. Ballmer…

PS – If I’ve gotten to the end of this lengthy piece without telling you much about the iPad at all, it’s because other Giz staffers have already done such a handsome job of that already. If you missed out, here are the best four links to get you up to speed:

Apple iPad: Everything You Need To Know

Apple iPad First Hands On

Apple iPad Just Tried to Assassinate Laptops

8 Things That Suck About Apple iPad

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Thursday, January 28th, 2010 digital No Comments

skittles.com #skittles twitter, facebook, flickr, myspace

the brilliance of its simplicity has irked social media pundits and experts – “why didn’t I think of that first?”

And if marketing campaigns are supposed to drive traffic, it drove traffic.

If viral campaigns are supposed to drive chatter and discussion, it did.

If social marketing is supposed to drive social actions (like friending or becoming a fan on Facebook) it did.

and on top of all that, they are getting free consulting from all social marketing experts, gurus, pundits, specialists, etc.

pro or con, this experiment will tell Skittles and their agency what worked and what didn’t and next-up, they’ll do more of what worked, thank you very much.

skittles-twitter1

google-trends-skittles

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Tuesday, March 3rd, 2009 digital No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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