Wednesday, 30 September 2009
Online advertising 'overtakes TV'
The future of search on your PVR
Tuesday, 29 September 2009
Google sites pass 10B video views in August
Friday, 25 September 2009
Follow-up letter to Steve Ballmer
Mr. Steven A. Ballmer, CEO,
Microsoft Corporation
One Microsoft Way
Redmond, WA 98052-7329
USA
Re: Blinkx
Dear Mr Ballmer
You may recall that I wrote to you back in January regarding Blinkx.
Given the rumours sweeping the UK markets in recent days about a Microsoft approach for Autonomy, I thought I would write again.
Of course I have no way of knowing whether the rumours are true, but even if they are not Microsoft could do a lot worse, strategically and financially, than think about acquiring Autonomy and Blinkx together.
Sadly, as far as shareholders are concerned there has been no improvement with Blinkx since last I wrote. Despite the CEO, Suranga Chandratillake, continuing to make very bullish statements about Blinkx’s future, the markets and potential investors don’t seem convinced and the stock price continues to languish. This may have something to do with the fact that none of the Blinkx senior management team – so far as I am aware – have ever bought a single share in the company in the open market to demonstrate their faith in the company’s future. Mr Chandratillake seems completely unaware of the psychological impact that this refusal to commit by the senior management team has had on markets and existing shareholders alike.
And yet from a purely technology point of view Blinkx appears to be continuing to make major strides. They now have in excess of 35 million hours of video indexed – and in fact only on Monday of this week you may have seen that they announced a deal with the Canadian Broadcasting Corporation to index their video content too.
In addition their Smartshopper product has been released (IE-only at the moment) and seems to work well – although without any major rollout of which I am aware, or any press or publicity, it’s hard to know how consumers are supposed to find and install the software.
And this really goes to the nub of many shareholders’ criticisms of the Blinkx management team: their B2B strategy seems to be progressing well (if very slowly: shareholders were told before last Christmas that Transaction Hijacking, another of their commerce-targeted products, was ready to go, and only now are management talking about establishing server farms in Nevada to host the solution), but they don’t seem to have a B2C strategy at all.
Blinkx has an index of more than 35 million hours of video. I would have thought it a total no-brainer to want to expose that index to as many video searches as possible, so that the index can be monetized by application of Blinkx’s Ad Hoc – ad-matching software which sets contextual ads against video search results.
And yet Blinkx has released no branded Facebook widget (Facebook currently has around 300 million users), nor have they released a branded iPhone app (Apple, as I’m sure you’re aware Mr Ballmer, are currently selling somewhere in the region of 5 million iPhones a quarter). Both of these applications would be relatively quick and relatively easy to produce, and would provide a quick ROI. They are low-hanging fruit which I would have thought any competent management team would have plucked before moving on to other matters.
It seems to me very much as though Blinkx is very good at creating technology but – at least on the evidence to date – absolutely appalling at monetizing it to benefit shareholders. Here we are more than two years after IPO, and yet the self-described “world’s largest and most advanced video search engine” is at less than half the IPO price. Of course I do not discount the economic downturn which has prevailed during that period: but again, if Blinkx had good PR, took the easy low-hanging fruit and communicated well with shareholders I doubt very much that the share price would be anywhere near where it is at the moment.
But such a low share price does, however, present a great opportunity for anyone who wished to acquire Blinkx. Blinkx management might not have any idea of how to monetize their technology – but I bet you could, couldn’t you Mr Ballmer?
Microsoft could probably get Autonomy and Blinkx doe somewhere between $5bn-$10bn. A very great deal of money, no doubt, but surely better for Microsoft to spend its cash mountain buying competitive advantage than to have it sitting there gathering hardly any interest? With both those companies Microsoft would be in a position to take on – and possibly even destroy – Google
Buying both companies would leapfrog Microsoft to a leading position in both the corporate search and video search markets – and if you don’t want the corporate search business I’m sure Oracle or SAP would happily buy it off you, leaving you with all the Blinkx-related IP in all markets, protected by more than 111 patents.
Worth thinking about, Mr Ballmer, no?
Thursday, 24 September 2009
Autonomy jumps on Microsoft interest talk -traders
Traders said there was talk that Microsoft may bid for Autonomy at around 2,800 pence per share, which was up 3.2 percent at 1,613 pence at 1058 GMT.
Both Microsoft and Autonomy were not immediately available for comment.
More than 1.5 million Autonomy shares changed hands, compared with a daily average of 1.06 million shares in the past 30 days, according to Thomson Reuters data. (Reporting by Dominic Lau, Atul Prakash, Georgina Prodhan and Blaise Robinson)
from Reuters
Wednesday, 23 September 2009
Tuesday, 22 September 2009
This Just In: Internet Ad Spending To Approach $65 Billion Next Year
"That's the global online ad estimate for 2010, according to the latest forecast from WPP's GroupM Interaction unit. At that rate, digital media will account for 15% of all ad spending, up from 13% this year.
The U.S. share will be slightly more robust for digital media: 17% (or $24.4 billion in online advertising dollars).
The hike is being sparked by ad spending increases in both search and mobile and a continuing ad spending decline in traditional media, the GroupM release notes, adding that, Internet ad spending has outperformed all other media throughout the recession of the past year and into the current recovery.AGM
BLINKX PLC RESULTS OF ANNUAL GENERAL MEETING
CAMBRIDGE, England - 22 September 2009 - blinkx plc (LSE AIM: BLNX.), the world's largest and most advanced video search engine, held its Annual General Meeting (AGM) in Cambridge, England today.
All of the resolutions tabled at the meeting were passed with the requisite majorities. The resolutions were as follows:
Resolution 1 - Approval of accounts
Resolution 2 - Re-election of Anthony Bettencourt as a director of the company
Resolution 3 - Re-appointment of Deloitte LLP as independent auditors
Resolution 4 - Authorize the Directors to determine the auditors' remuneration
Resolution 5 - Authorize the Directors to allot securities
Resolution 6 - Disapplication of pre-emption rights
Resolution 7 - Authority to make market purchases of company shares
Resolution 8 - That a general meeting, other than annual general meeting, may be called on not less than
14 days clear notice
Details relating to voting will be posted on the company's website, www.blinkx.com.
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Comment: Last year the Board also asked for "Authority to make market purchases of company shares". Did they do a share buyback? They did not. What the hell is the point of asking for authority and then not using it?
Item 8 is interesting. Why would they want to call a meeting other than an AGM? Maybre they expect a takeover approach. I sure hope so - put all their long-suffering shareholders out of their misery once and for all (and hopefully at a nice premium to the IPO price)...
blinkx Partners with the Canadian Broadcasting Corporation to Bring Users Worldwide the Best in Canadian Culture
blinkx Partners with the Canadian Broadcasting Corporation to Bring Users Worldwide the Best in Canadian Culture
Get your Northern exposure at www.blinkx.com
SAN FRANCISCO, CALIF. - September 22, 2009 - blinkx, the world's largest video search engine, today announced a new partnership with the Canadian Broadcasting Corporation (CBC), Canada's national public radio and television broadcast network. Clips from the station's online video library are now easily available at www.blinkx.com. Leveraging its unique AdHoc platform, blinkx will also place contextually relevant advertising against these videos, and share resulting advertising revenue with CBC.
Established in 1936, CBC is national public broadcaster, delivering a diverse range of Entertainment, News, Sports, and Documentary content across multiple platforms to Canadians from coast to coast. From movie reviews and decorating tips to news clips and vintage archive footage, visitors to www.blinkx.com will now have countless hours of this exclusive collection of Canadian programming at their fingertips.
'Our goal in building up the blinkx index has always been to offer the widest, most diverse selection of video available online today, including content from across the world,' said Suranga Chandratillake, founder and CEO, blinkx. 'We're delighted to partner with CBC, one of Canada's largest cultural institutions, and are excited to expose our users to so much quality content.'
'We strive to ensure that CBC's video assets are provided the widest exposure possible, and blinkx has developed an innovative way for people beyond Canada to access our content,' said Bob Kerr, director of business development, CBC Digital Programming and Business Development. 'We're happy to be working with them to make the Canadian perspective easily available worldwide.'
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 CBC/Radio-Canada
CBC/Radio-Canada is Canada's national public broadcaster and one of its largest cultural institutions. With 28 services offered on Radio, Television, the Internet, satellite radio, digital audio, as well as through its record and music distribution service, rich mobile and SMS messaging services, CBC/Radio-Canada is available how, where, and when Canadians want it.
Press Contacts for blinkx:
Tim Turpin
Sparkpr
+1 (415) 321 1894
Netflix CEO: We’ll Get to the iPhone…Eventually
Sunday, 20 September 2009
Mike Lynch of Autonomy talks
Friday, 18 September 2009
Total Online Video Streams up 41% from Last Year
Thursday, 17 September 2009
Bing Growing 8 Times Faster Than Google
Does the Blinkx CEO have any shares in his own company?
Wednesday, 16 September 2009
Facebook hits 300 million users
from All Things Digital
Facebook has open APIs, for chrissakes - anyone can write an app!
except Blinkx, apparently...
Tuesday, 15 September 2009
VMS to Leverage blinkx Video Index for Comprehensive News Monitoring and Reporting Services
VMS to Leverage blinkx Video Index for Comprehensive News Monitoring and Reporting Services
Worldwide leader in integrated media intelligence solutions taps blinkx to enhance its extensive suite of products
SAN FRANCISCO, CALIF. - September 15, 2009 - blinkx, the world's largest and most advanced video search engine, today announced a technology partnership with VMS, provider of the industry's most comprehensive news monitoring and measurement, and ad intelligence business solutions. VMS clients will now have organized access to blinkx's index of over 35 million hours of audio and video web content.
Industry leader VMS provides public relations firms, advertising agencies, and marketers worldwide with fully integrated news and advertising monitoring across all media, including television, radio, Internet, print, blogs, international, outdoor and cinema, in more markets than anyone else. Furthering its commitment to providing clients with the most cutting-edge services available, VMS has partnered with blinkx to enhance its media intelligence software suite. Thousands of VMS clients will now have easy access to relevant video news coverage, drawing from blinkx's massive index of over 35 million hours of Internet content.
'blinkx's advanced video technology indexes news feeds from a wide variety of sources across the Web, and makes sense of huge amounts online video quickly and accurately,' said Suranga Chandratillake, founder and CEO, blinkx. 'We are pleased to provide VMS's clients with a comprehensive roundup of the most timely, relevant news coverage possible, and are confident clients will be pleased with the results.'
'Across all media, in all markets, public relations practitioners and marketing professionals rely on us to better understand the pulse of the editorial and advertising world,' said Peter Wengryn, CEO of VMS. 'Our new partnership with blinkx will enhance our client offerings and enable them to access a more holistic understanding of their business environment,' added Wengryn.
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 VMS
VMS is the world leader in integrated media intelligence solutions that bring together news monitoring and advertising monitoring across all media - broadcast, radio, print, Internet and outdoor.
The firm just debuted the first-ever integrated platform, Vantage, which enables communicators to see the affects of PR on advertising and vice versa, for their organizations and competitors, complete with correlations to business outcomes.
VMS provides public relations firms, advertising agencies and marketers worldwide with the most comprehensive, cutting-edge editorial and ad retrieval, management and analysis solutions, including a broad spectrum of industry-leading advertising and public relations measurement and tracking tools. VMS recently acquired access to new software solutions enabling them to take advantage of state-of-the-art meaning-based computing to enhance their search capabilities.
VMS provides access to the largest continually updated advertising database in the world with over five million ads and commercials through the market leading AdSight platform. The competitive advertising intelligence VMS provides includes U.S. and international creative content as well as domestic spending and occurrence data from Nielsen for the top 100 U.S. television markets.
For more information about VMS call 1.800.VMS.2002 or visit www.vmsinfo.com.
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Welcome, of course, but I'd rather have had an iPhone app or a Facebook widget, or a tie-up with Yahoo...
Bing: Now With Visual Search
Thursday, 10 September 2009
What Blinkx can learn from Blade Runner...
Wednesday, 9 September 2009
Tuesday, 8 September 2009
Once again, where are Blinkx?
"What is happening is everyone is trying to get in there and that is confusing for consumers," he said.
"And there will be more entrants to come. For the companies in the space there will be a shake-out as scale and critical mass is critical.
Friday, 4 September 2009
First Video Footage Of The New Android Market
Google CEO Eric Schmidt On The Future Of Search: “Connect It Straight To Your Brain”
Another Video Site We Don’t Need: AT&T Entertainment
Thursday, 3 September 2009
Google and Others Fish for Acquisitions: Here’s What They Might Be Looking For
Music to the beleaguered mergers and acquisitions market, to be sure, especially after a recent uptick from other big companies pulling out their wallets again as the impact of the econalypse subsides.
According to sources, Google (GOOG) is working on at least a half-dozen acquisition deals, most of which are small start-ups in the online advertising and cloud computing arenas." [my emphasis]Is There Anything We Won’t Watch? Web Video Booming, but TV Still Growing, Too.
YouTube May Stream Movie Rentals
Published: September 2, 2009
Wednesday, 2 September 2009
Vonage Says Apple OKs iPhone App
Tuesday, 1 September 2009
Top Developer Reveals Android Market’s Meager Sales
Where exactly is Blinkx in this article?
The UK video-on-demand market is in a state of war with Hulu, Blinkbox, YouTube, MSN Video and Arqiva all battling to become the nation's favourite web TV service..."
The Telegraph
Hey, I've got an idea: sack Blinkx's PR company and get a new one!