Monday 31 August 2009

19%...

...of internet users visit video-sharing sites on a typical day, according to Pew Research (source: Revolution Magazine, September 2009)

Top video-on-demand platforms give viewers the best of both TV and web
























[click for bigger image]

from Revolution Magazine, September 2009

Can Arqiva create a viable ad platform?
























[click for bigger image]

"If Arqiva uses the right technology to serve ads, there is no reason why its service shoud not establish itself as a viable platform for advertisers." Hmmm - wonder what technology he could possible be referring to?

Scan taken from Revolution Magazine

Saturday 29 August 2009

Blinkx at work on search engine for online video

"If you're like me, when looking for a video online, you reflexively go to YouTube or maybe to Hulu.
But a small San Francisco company called Blinkx is betting that behavior is going to change in coming years. In the same way consumers turned to search engines when the number of text Web pages on the Internet exploded, they will soon rely on new types of search engines to navigate the Internet's rapidly expanding offerings of video, if Blinkx and analysts are right."


---------

Comment: obvious thing to do I suppose, since they have an index of 35m+ hours of online video (and presumably that figure is growing all the time).

With any luck this might be the impetus one of the big boys (MS, Yahoo, Google, News Corp etc) needs to launch a takeover bid, so investors can finally see a return on their money...

Obvious question to ask, though: when you go to Blinkx.com and enter a search string, and the system returns relevant videos - isn't that a search engine? So what's this Mercury News story about? Blinkx PR trying to drum up some interest in the company?

Thursday 27 August 2009

Viewers need more pushing to break their video viewing habits

























From New Media Age 27th August 2009

Yahoo Gets With The Program, Finally Lets You Play Videos In Search Results

"There’s always been a tension in search between organizing information for users and getting out of the way so they can get to that information as quickly as possible. With text links, getting people to the correct page as fast as possible usually produces the best experience. But when it comes to video, which is a self-contained form of information, a better search experience is to be able to play the video right in results. Otherwise, in addition to clicking back and forth until you find the video you want, you are also adding the delay of playing the video..."

There! Pause It There–The Expression on Randall Stephenson’s Face Is Priceless.

"AT&T and Verizon have run afoul of TiVo’s video patents. Reporting a second-quarter loss and projected results below Wall Street expectations Wednesday, the digital video recorder pioneer said it is suing the two telecoms for infringing on its patents for technology that allows DVRs to simultaneously store and play back programs, pause live television and deliver other features..."

Wednesday 26 August 2009

YouTube’s Profit Plan: Spend Less, Sell More (Duh)

"How is Google (GOOG) going totransform YouTubefrom a money pit into a profit center?

Part of the magic trick will involve cutting costs. That’s hard to see play out in real time, except when we get flare-ups likeYouTube’s fight with Warner Music Group (WMG) over new contract terms. The other part of the abracadabra–selling more ads on more videos, particularly “viral” hits–is easier to spot, particularly because YouTube keeps pointing it out..."


from All Things Digital

2014: a media odyssey

"As the pace of change in media continues to gather momentum, Suzy Bashford looks into the future to assess where the industry will be in five years' time..."

Monday 24 August 2009

Gosh, 250 million users...








...just imagine how many video searches those people could be carrying out if only they had a widget that let them do so. Imagine how many ads could be contextually served to those people off the back of those searches. Imagine how much revenue such ads could generate...

Letter to Blinkx's IR department outlining questions to be asked at the AGM

Investor Relations Department,

Blinkx,

105 Piccadilly
London, W1J 7NJ

CC: Dr Michael Lynch, CEO, Autonomy

24th August, 2009

Dear Sir/Madam.

I will be attending the next Blinkx AGM on 22nd September.

At the AGM, I would like to put some questions (below) to the Blinkx management team, and particularly Mr Chandratillake.

I would be grateful if you would advise me of the formal process for asking such questions in the AGM environment.

Yours faithfully,

____________

xxxxx xxxxxxx

Questions for the Blinkx management team, to be put at the AGM on 22nd September 2009

1/ Why has Blinkx, to date, failed to release a branded video search app for the iPhone? Or for the Pre? Or for the Android OS? Or to release a branded video-search widget for Facebook users to embed in their pages? Why has Blinkx so pointedly and continually ignored opportunities to allow end-consumers of video to search against the index of 35m+ hours of video which Blinkx holds, thereby monetizing that index?

2/ There has been much speculation among Blinkx shareholders as to whether or not Blinkx technology drives video search functionality for Bing, Microsoft’s new search engine. I would like a definitive answer one way or the other, please.

3/ Blinkx as a company – and especially CEO Suranga Chandratillake – has made many bullish predictions for the company’s future growth and profitability. Yet none of the company’s management team, so far as I am aware, have ever bought the company’s shares in the open market. I also note that recently F&C Asset Management Plc has sold down its holding in Blinkx. If the company has such a bright future, why aren’t the management team buying shares, and why is one of the company’s largest shareholders selling?


http://blinkxshareholders.blogspot.com/

Holding(s) in Company

RNS Number : 6438X
Blinkx Plc
18 August 2009



TR-1: notification of major interests in shares

1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached:

Blinkx plc

2. Reason for the notification (please tick the appropriate box or boxes)


An acquisition or disposal of voting rights

X

An acquisition or disposal of financial instruments which may result in the acquisition of shares already issued to which voting rights are attached


An event changing the breakdown of voting rights


Other (please specify):___________________________________________


3. Full name of person(s) subject to the notification obligation:

F&C Asset Management Plc

4. Full name of shareholder(s) (if different from 3.):

See Box 9 below

5. Date of the transaction (and date on which the threshold is crossed or reached if different):

17/08/09

6. Date on which issuer notified:

18/08/09

7. Threshold(s) that is/are crossed or reached:

5%

8. Notified details:



A: Voting rights attached to shares

Class/type of shares

if possible using the ISIN CODE

Situation previous to the Triggering transaction

Resulting situation after the triggering transaction

Number of Shares

Number of Voting Rights

Number of shares

Number of voting rights

% of voting rights

Direct

Direct

Indirect

Direct

Indirect

GB00B1WBW239

Ord 1p

14,320,973

14,320,973

13,760,175

-

13,760,175

-

4.93%


B: Financial Instruments

Resulting situation after the triggering transaction

Type of financial instrument

Expiration date

Exercise/ Conversion Period/ Date

Number of voting rights that may be acquired if the instrument is exercised/ converted.

% of voting rights

-






Total (A+B)

Number of voting rights

% of voting rights

13,760,175

4.93%


9. Chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held, if applicable:



% of Total


No of Voting

Voting


Client

Rights

Rights

Registration name

FPLP With Profit, With Profit Business Fund

8,432,137

3.02%

Citifriends Nominees Ltd



Proxy Voting:

10. Name of the proxy holder:

F&C Asset Management Plc

11. Number of voting rights proxy holder will cease to hold:

n/a

12. Date on which proxy holder will cease to hold voting rights:

n/a


13. Additional information:


14. Contact name:

Frances Smith

15. Contact telephone number:

01223 488500



This information is provided by RNS
The company news service from the London Stock Exchange
END

Notice of AGM

RNS Number : 5005X
Blinkx Plc
17 August 2009



BLINKX PLC


NOTICE OF ANNUAL GENERAL MEETING OF SHAREHOLDERS


Cambridge, England - 17 August 2009 - blinkx plc (LSE AIM: BLNX.), the world's largest video search engine, announces that its Annual General Meeting will take place on Tuesday 22 September 2009 at 9.00am (London time). The meeting will take place at blinkx's headquarters in Cambridge Business Park, Cowley Road, Cambridge CB4 0WZ.


All shareholders not planning to attend the meeting in person are urged to send instructions for the voting of their shares so that they are represented at the meeting. Please contact your financial intermediary for the procedure to follow.


Copies of blinkx's Notice of Annual General Meeting, Form of Proxy and Directors' and Auditors' Reports and the Statement of Accounts for the year ended 31 March 2009 were recently mailed to shareholders, and may also be obtained directly from blinkx as well as from your financial intermediary. blinkx's annual report for the year ended 31 March 2009 will also be available on blinkx's web site located at www.blinkx.com/investors http://www.blinkx.com/investors.


About blinkx plc


blinkx plc (LSE AIM: BLNX) is the world's largest and most advanced video search engine. Today, blinkx has indexed more than 35 million hours of audio, video, viral and TV content, and made it fully searchable and available on demand. blinkx's founders set out to solve a significant challenge - as TV and user-generated content on the Web explode, keyword-based search technologies only scratch the surface. blinkx's patented search technologies listen to - and even see - the Web, helping users enjoy a breadth and accuracy of search results not available elsewhere. In addition, blinkx powers the video search for many of the world's most frequented sites. blinkx is based in San Francisco and London. More information is available at www.blinkx.com.



This information is provided by RNS
The company news service from the London Stock Exchange
END

blinx on Nielsen Top 10 Video

RNS Number : 5128X
Blinkx Plc
17 August 2009



blinkx Joins YouTube, Hulu, and Yahoo! on Nielsen's Top 10 Video Sites



Traffic to blinkx.com continues to soar as more users turn to search



SAN FRANCISCO, CALIF. - August 17, 2009 - blinkx, the world's largest and most advanced video search engine, today announced that it has broken into the top 10 most popular video sites, according to a recent Nielsen VideoCensus report of video usage in the U.S. Ranked by video streams for July 2009, the short list also includes top industry brands YouTube, Yahoo!, MSN, MTV, and CNN.



In addition to a ranking of top online video brands, Nielsen's survey recorded significant growth in online video usage overall. According to the report, there has been a 31% increase in the number video streams since last year, and a 42% growth in time per viewer.



'As video content on the Web continues to explode across hundreds of sites - whether HD-quality movies, news, or UGC, consumers need a simple, accurate, way to find it,' said Suranga Chandratillake, founder and CEO, blinkx. 'With over 530 content partners and 35 million hours of video in our index, blinkx is simply the best way to find what you're looking for - from skateboarding bulldogs to breaking news to episodes of Lost. We're delighted to have achieved this kind of growth, and believe this is only the beginning.'



As the pioneer in video search technology, blinkx has built a reputation as the smartest way to find rich media on the Web. The company has made more than 530 partners and indexed over 35 million hours of video and audio content to date.



About blinkx

blinkx plc (LSE AIM: BLNX) is the world's largest and most advanced video search engine. Today, blinkx has indexed more than 35 million hours of audio, video, viral and TV content, and made it fully searchable and available on demand. blinkx's founders set out to solve a significant challenge - as TV and user-generated content on the Web explode, keyword-based search technologies only scratch the surface. blinkx's patented search technologies listen to - and even see - the Web, helping users enjoy a breadth and accuracy of search results not available elsewhere. In addition, blinkx powers the video search for many of the world's most frequented sites. blinkx is based in San Francisco and London. More information is available at www.blinkx.com.



About Nielsen

The Nielsen Company's online and mobile solutions deliver comprehensive, independent measurement and analysis of digital audiences, advertising, video, consumer-generated media, word of mouth, commerce and consumer behavior. Nielsen enables clients to make informed business decisions about their digital and mobile strategies. For more information, please visit www.nielsen.com.

------------

Comment: markets don't seem too impressed though, do they?

Back from holiday...

...all recharged and ready to return to the fray...

Saturday 8 August 2009

The video I mentioned below...

The guy doesn't even know what his job is!

In this video (posted June 24th, 2009) Chandratillake quite clearly says he is the "Chief Technology Officer ... of a company called Blinkx".

And yet here, on the Investor Relations page of the Blinkx web site, it states quite clearly that he is Chief Executive Officer.

Doesn't the guy even know what his job title is? Or has he - as I've been suggesting for a long time now - been demoted from CEO to CTO where his technical knowledge can have best effect? In which case, who is CEO?

Thursday 6 August 2009

News Corp. Swings to Loss on “Impairment”–and, by “Impairment,” I Mean “MySpace”

"Looks like News Corp. was a little too optimistic when the company told investors in May that it expected a decline of around 30 percent in fiscal-year-adjusted operating income.

Reporting earnings this afternoon, the publisher of The Wall Street Journal and this Web site instead posted a decline of 32.5 percent.

And, to think, News Corp. lowered that forecast twice last fall.

Anyway, the company lost $203 million, or eight cents a share, in its fiscal fourth quarter. Revenue fell 10.5 percent to $7.67 billion, dragged down by a decrease in ad revenue and $403 million in impairment charges and $228 million in restructuring costs, both largely attributable to, ahem, “red-hot social networking site” MySpace."

from All Things Digital

----------

Comment: Message to Rupert Murdoch: BUY BLINKX, DUMBASS!

Online Ad Spending Obviously Still Lousy

"No surprise, this: The econalypse continues to weigh heavily on online ad spending.

Worldwide spending on Internet advertising declined by five percent in the second quarter of this year, slipping to $13.9 billion from $14.7 billion, according to research firm IDC. That’s the second consecutive quarter that revenue has dropped year-over-year, and IDC expects it to do so again in the current quarter. "

from All Things Digital

Mining for Video Gems

"Every single minute, 20 hours of video are uploaded to YouTube. Add to that the hundreds of TV shows now available to watch on the Internet, and the sheer volume of video posted online quickly overwhelms. How do you find the good stuff?

Blinkx, a video search company, creates some stylish order around the vast video haul. Blinkx bills itself as the world's largest video search engine and says it has indexed more video, audio and TV shows on the Web than anyone: 35 million hours of it. Chief Executive Suranga Chandratillake figures that's about two-thirds of the video content online. The other third is mostly locked up, requiring payment or passwords to view it."


from Forbes.com

------------

Comment: "How Blinkx aims to become the Google of video." Well Blinkx has one thing in common with Google - they are both yet to make a profit from video search...

And that picture of Chandratillake? Confirms everything I've ever thought - the guy is too f**king laid-back by half, you ask me...

On the upside, good to see an article on Forbes. Maybe it will attract the attention of a predator (MS, Google, Yahoo, News Corp), which is the only way investors are going to see a return anytime soon...

Murdoch to charge for all online content

By Kenneth Li and Andrew Edgecliffe-Johnson in New York

Published: August 5 2009 21:32 | Last updated: August 5 2009 21:32

Rupert Murdoch has vowed to charge for all the online content of his newspapers and television news channels, going well beyond his prediction in May that the company would test pay models on one of its stronger papers within the year.

The comments by News Corp’s chairman came as he predicted a “high single digit” rebound in the group’s operating profits next year. The worst of the media sector slump might be behind the company, he said, as he reported “some good signs of life” in advertising.

EDITOR’S CHOICE
Pay-out to staff as Bloomberg sales fall - Aug-05Social sites losing popularity with young - Aug-06In depth: Media - May-06Lex: Plenty of room at MySpace - Jun-17Upbeat Cisco talks of ‘tipping point - Aug-06Newspaper and television revenues would be down “very low double digits” next year, but growth in cable properties such as Fox News would leave advertising revenues flat and total revenue up 4 per cent.

News Corp put the seal on a brutal fiscal year with a fourth- quarter net loss of $203m (£119m), dragged down by $680m in impairment and restructuring charges at Fox Interactive Media, whose MySpace social networking site cut more than 700 jobs in the period.

The latest writedown to boom-era acquisitions masked a 30 per cent fall in quarterly adjusted operating profit to $948m, in line with lowered projections, and adjusted earnings of 19 cents per share, narrowly ahead of Wall Street forecasts of 18 cents.

However, they resulted in a $3.4bn net loss for the full year, down from net income of $5.4bn a year earlier, reflecting $8.9bn in impairment charges.

The sweeping decision by the owner of titles including The News of the World and The Australian to abandon the practice of giving away news in exchange for attracting a large audience for advertisers could embolden other publishers warily examining paid content models.

“We intend to charge for all our news websites,” Mr Murdoch said.

“If we’re successful, we’ll be followed by all media,” he added, predicting “significant revenues” from charging for differentiated news online.

He warned that “the big competition will be coming from the BBC,” which offers online news for free, but said: “Our policy is to win.”

Mr Murdoch said News Corp was highly unlikely to develop its own electronic reader, but took aim at Amazon’s Kindle device by praising the rival Sony Reader.

He insisted that News Corp would retain a direct relationship with its subscribers to its content via e-readers, information that Amazon has refused to hand over.

Chase Carey, who recently returned to News Corp as chief operating officer, said the online charging policy would extend to cable networks such as Fox News.

However, he criticised TV Everywhere, the cable industry strategy championed by Time Warner to offer shows online to paying subscribers, as a “defensive” response and said News Corp aimed instead to develop “offensive” models.

Declines in revenue and profit across television and newspaper assets offset strong gains from cable networks businesses in the quarter, in which News Corp’s cash pile grew to $6.5bn.

from ft.com

-----------------------

Comment: Murdoch should use some of that cash pile for acquisitions. Blinkx would be a perfect fit for his various media properties, from his online video operations to Utarget...

Wednesday 5 August 2009

UPDATE: Google To Buy Video Compression Firm On2 For $106.5M

The Wall Street Journal

all Google needs to do now is combine that video compression technology with good video search...

Tuesday 4 August 2009

Is Apple plotting a search of its own?

"Comment Could Apple offer its own branded search, to compete with Google, Bing/Yahoo! and every other search engine available through a browser?

There have been a couple of recent mentions of the idea on the web, SearchEngineWatch.com and Silicon Valley Watcher, Tom Foremski's blog. Techcrunch reported lots of rumours about an Apple Search engine in November last year but they died down as nothing emerged to substantiate the idea."

from The Register

Q&A: Nick Bell on the opportunities offered by online video

"Previously, Econsultancy has discussed the visible impact that new video formats are having upon the online advertising sphere and is an area which we can easily see will implode within the digital environment as a whole over the next twelve months or so.

To get some front-line opinion of the marketplace, we spoke to Nick Bell, co-founder of the up-and-coming interactive video platform, Quick.tv, about this complex and often overlooked marketing medium."

er, they mean explode, surely?

from Econsultancy

Sunday 2 August 2009

Why Google wishes Steve and Carol a happy marriage

"Two parties need the tie-up announced last week between Microsoft and Yahoo not to fall flat on its face almost as much as Steve Ballmer and Carol Bartz. One is the British consumer and all the companies that want to reach him or her. The other, oddly, is the senior management team at Google. Even more bizarrely, they both need it to succeed for the same reason: competition."

from The Observer, 2nd August 2009

This is exactly the sort of thing I mean...

Why is there none of this going on at Blinkx?

Why is there such a massive mismatch between what Chandratillake says and what he does?

A perfectly reasonable question for a shareholder to ask, no?

----------------

30 July 2009


Autonomy Corporation plc


=-------------------------


Director's Share Purchase


=-------------------------


Autonomy Corporation plc ("Autonomy") announces that Robert Webb, Autonomy's
Non-Executive Chairman, notified the company that on 28 July 2009 he purchased
8,109 Autonomy Corporation plc Ordinary Shares in the open market at a price of
1224p per share. Following this transaction, Mr Webb's total beneficial holding
in the Company is 8,109 Ordinary Shares.


from ADVFN

Rivals strive to topple Google in quest for the 'perfect search'

"Over the past 10 years one company has led a revolution fuelled by our insatiable appetite for information. Now Microsoft and Yahoo are taking Google on as the world races into a new and expanding era of online search..."

From The Observer, 2nd August 2009

Saturday 1 August 2009

Follow-up letter to Dr Michael Lynch of Autonomy

Dr Michael Lynch,

CEO, Autonomy Corporation,

Cambridge Business Park

Cowley Rd

Cambridge

CB4 0WZ

1st August 2009

Dear Dr Lynch.

Many thanks for your letter of the 29th July: I am fully aware of how busy you must be and appreciate your taking the time to reply.

And I am, of course, reassured by your comments about the quality of the Blinkx management team. I’m not sure how I square your reassurances with the fiasco of the Miva ‘bid’, but I’ll let that pass.

Just one follow-up point – to which I don’t require an answer, but which you may care to ponder in a quiet moment: if Blinkx has that bright and successful a future ahead of it, why aren’t the management team buying shares in the company? Don’t they want to be as rich as you are, one day?

Yours sincerely,

What happens when a CEO shoots their mouth off to journalists and then doesn't deliver...

“Boatloads of Money” Brings Boatloads of Trouble to Yahoo’s Bartz: The D7 Video (Plus How the Deal Almost Sank)

UK Online video viewing drops below global average
























[click for larger image]

From New Media Age, 30th July 2009

Genius...