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Sunday, 14 November 2010
Yet more evidence to suggest that online video will continue to see explosive growth...
"Up significantly since the middle of 2008, spending on internet video advertising will continue to grow in the years to come. Video advertising will be the most dynamic format in the online ad market, propelled by technical advances in the field combined with the tremendous explosion of online video consumption. Video advertising has become a powerful growth engine for the display market in particular, for it can be beautifully adapted to advertisers’ branding concerns. Plus, it allows advertisers to repurpose the commercials they develop for television.
Online video sites and services will be the first to benefit from this boom. Ad revenues from online video sites will grow at an average annual rate of 54.4 percent, to capture 13 percent of the internet advertising market in 2014 with EUR 11.2 billion. Video will in fact be the largest of the three emerging markets in the US and Europe in 2014, although the mobile web will dominate globally..."
from TelecomPaper
Online video sites and services will be the first to benefit from this boom. Ad revenues from online video sites will grow at an average annual rate of 54.4 percent, to capture 13 percent of the internet advertising market in 2014 with EUR 11.2 billion. Video will in fact be the largest of the three emerging markets in the US and Europe in 2014, although the mobile web will dominate globally..."
from TelecomPaper
Thursday, 11 November 2010
IPTV platform seeks partner(s) for technical intercourse
"Would-be UK IPTV standard setter YouView has called on content providers to register their interest in supporting the platform it is developing.
YouView said it was seeking to spot "a small number of audio and video on-demand content providers that can closely work with the YouView technical team to develop and test the processes for making content available via YouView"."
from The Register
Google it: Ask.com gives up ghost on search market
"Ask.com has quit the internet search biz and is laying off around 130 engineers.
It will no longer attempt to compete with Google’s might and will instead fix its efforts on finding answers to questions via search requests.
Ask.com, which is owned by IAC/InterActiveCorp, is cutting back its total workforce of about 400 people by nearly one-third by letting go of employees in Edison, New Jersey and Hangzhou, China.
The company’s Q&A site will use web algorithms developed by an unnamed search engine."
from The Register
Comment: Hmm, and this doesn't bode so well. Hasn't Ask long been trumpeted as one of Blinkx's high-profile search partners? Not any more, looks like...
This is interesting..
From an article on a different subject, but mentioned almost in passing:
"Breaking those figures down, 87 per cent of Europeans have mobile access, up 4 percentage points, while 73 per cent have fixed phone access, up 3 points.
from The Register
Comment: bodes well for Blinkx (despite the share price slide of recent days!)
"Breaking those figures down, 87 per cent of Europeans have mobile access, up 4 percentage points, while 73 per cent have fixed phone access, up 3 points.
A lucky 62 per cent have fixed and mobile access - up 5 points - while 25 per have mobile but no fixed access.
....
TV access is almost as complete as phone access, at 98 per cent, up 2 percentage points."from The Register
Comment: bodes well for Blinkx (despite the share price slide of recent days!)
Tuesday, 9 November 2010
Blinkx in the black
The world's most popular video search engine, Blinkx, broke into profit in the six months to 30 September - as we anticipated in our summer tip - and beat analyst expectations. Phrases such as "game changing" get over used, but it is difficult to argue with positive cash flow of $1.8m (£1.1m), a doubling of revenues and a swing from a $7.4m loss to a $2m operating profit year on year.
Blinkx's distribution model remains very strong, with a new partnership with set-top-box manufacturer Amino announced alongside these results, adding to the 720 channel partners that include the BBC, ITN and Bloomberg. The company's bank of over 35m hours of video and audio content generated an average 31.6m daily searches during the six-month period, which probably peaks at over 40m based on broker Daniel Stewart best estimate, making that traffic a targeted goldmine for advertisers. And if chief executive Suranga Chandratillake is right about 500 per cent growth in online advertising over the next four years, it will mean a potential target market worth $11.3bn (£6.99bn) by 2014.
Broker Daniel Stewart is expecting full-year pre-tax profits of $7.6m and EPS of 1.6¢, rising to $22m and 4.7¢, respectively, in 2011-12.
from Investors Chronicle
Blinkx's distribution model remains very strong, with a new partnership with set-top-box manufacturer Amino announced alongside these results, adding to the 720 channel partners that include the BBC, ITN and Bloomberg. The company's bank of over 35m hours of video and audio content generated an average 31.6m daily searches during the six-month period, which probably peaks at over 40m based on broker Daniel Stewart best estimate, making that traffic a targeted goldmine for advertisers. And if chief executive Suranga Chandratillake is right about 500 per cent growth in online advertising over the next four years, it will mean a potential target market worth $11.3bn (£6.99bn) by 2014.
Broker Daniel Stewart is expecting full-year pre-tax profits of $7.6m and EPS of 1.6¢, rising to $22m and 4.7¢, respectively, in 2011-12.
from Investors Chronicle
Broker snap: Growth momentum seen at blinkx
LONDON (SHARECAST) - Broker Daniel Stewart sees “momentum of growth” at blinkx, the online video search specialists.
First half revenue was up more than 100% year-on-year at $27.4m. Gross profit also rose 109% to $17.7m, compared with the broker’s forecast of $16.9m.
The group swung to an operating profit of $2m from a loss of $7.4m for the same period last year.
The broker notes a substantial increase in Average Daily Search run rate, from 22.6m reported in March, to 31.6m for the half-end, which is “the most intriguing feature” of the results.
Additionally, the statement Tuesday also announced a partnership with Amino Communications to develop an integrated search, recommendation and personalisation solution to be deployed on Amino’s new product, “which brings broadcast, on-demand TV, open Internet and local content together in a single device”.
A target price of 110p and ‘buy’ rating is reiterated.
from ShareCast
First half revenue was up more than 100% year-on-year at $27.4m. Gross profit also rose 109% to $17.7m, compared with the broker’s forecast of $16.9m.
The group swung to an operating profit of $2m from a loss of $7.4m for the same period last year.
The broker notes a substantial increase in Average Daily Search run rate, from 22.6m reported in March, to 31.6m for the half-end, which is “the most intriguing feature” of the results.
Additionally, the statement Tuesday also announced a partnership with Amino Communications to develop an integrated search, recommendation and personalisation solution to be deployed on Amino’s new product, “which brings broadcast, on-demand TV, open Internet and local content together in a single device”.
A target price of 110p and ‘buy’ rating is reiterated.
from ShareCast
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