) continued on its buying spree (this time with a focus on
) shares responded to data that the disrupting tablet market
could be letting off.
Yahoo's Video Investments Continue
Last week, Yahoo made three acquisitions, two of which could
help video delivery at the company. Yahoo's recent product
introductions and revamps have included an element of coolness
and any future video platform from the company is likely to fit
the same description.
The first of the two acquisitions was a team of developers at
DreamWorks Animation that created the app called Ptch. The app
allows the compiling of event photos and videos by multiple users
on their smartphones to create a more complete picture of the
event. Ptch is being shut down, with the technology moving to
The other acquisition was of a startup called EvntLive, which
has developed a platform for streaming of live concerts,
on-demand streaming of previously-recorded live shows and an
interactive platform for sharing opinions and comments.
Mayer said earlier that the focus of acquisitions was likely
to move from mobile to advertising technology and video. These
acquisitions indicate that we are probably looking at a new or
revamped video platform from Yahoo that will take video
consumption to the next level.
Moderating Tablet Demand Breathes Life into
Investment firm J.P. Morgan Securities published a report on
Dec 4 that provided data pointing to softening tablet demand this
year followed by strengthening PC demand next year. The firm
noted some positive signs in the PC supply chain for the first
time in two years. Shares of Intel, which is still largely
dependent on the PC market, jumped in response.
Earlier in the week, a Wells Fargo analyst reiterated his
Outperform rating on Intel shares. The analyst said that there
were chances of margin improvement due to stable chip prices and
lower processing costs. But Intel has already decided to push its
advanced technology into the mobile segment until more suitable
mobile-ready products are available. Therefore, although its
processing costs continue to decline, the company's attempt to
capture market share (even at the lowest-end Chromebooks) will
remain a pressure on margins.
Intel is still largely viewed as a PC component supplier.
While its latest mobile products hold promise, Intel has missed
the 2013 holiday season, which means that the large-scale
adoption of its latest mobile chips has been pushed back a few
quarters. That said, Intel's 2014 guidance doesn't look
aggressive, so any improvement in PC demand should be good news
for the company.
The Secret Behind Facebook's Mobile Growth
) mobile business appears to have grown in leaps and bounds and
last week, a product manager at the company explained how. The
secret appears to be a phenomenon called mobile app install ads,
which are nothing more than ads for apps that get streamed in the
Facebook news feed.
In itself this doesn't appear to be too exciting since most
ads on Facebook appear in the newsfeed. But the reason this has
proved so successful is that a person clicking on the ad is taken
right away to the app download page, which increases the chances
of the app getting installed.
Facebook also provided some rather astonishing numbers of the
apps downloaded this way. It says that there were 175 million
downloads since January. Since it had stated earlier that there
were 25 million downloads in the first quarter, this means 150
million downloads in the few months since then, which looks to be
a very high growth rate. Social-ad shop AdParlor estimates that
Facebook charges $2.50 per install, which means that nearly a
fifth of its mobile ad revenue comes from these apps.
Facebook's huge success with mobile app install ads could be
the reason that other social networking companies, such as
) are also testing the format.
Last 6 Months
Other stories you may have missed
Apple Picks Up Tweet Warehouse Topsy Labs
Apple's Partnership with China Mobile is Finally a
: A report in the Wall Street Journal as reported in the USA
Today states that
) has finally tied the knot with China's largest carrier. Apple's
China business hasn't done as well as expected although the two
new iPhone models have helped. It is expected that distribution
through China Mobile will greatly help iPhone sales in the
) Sees a Jump in Listening Hours
Microsoft Gets Regulatory Approval for Nokia
: Both the U.S Justice Department and the EU have approved
) acquisition of Nokia's handset business. According to the
agreement, Microsoft will pay $7.2 billion in total, around $5
billion for Nokia's devices business and the balance for
licensing intellectual property (including its mapping
Microsoft subsequently announced the pricing $3.25 billion of
senior unsecured notes for general corporate purposes capital
expenditures, repurchases of capital stock, acquisitions and
repayment of existing debt.
Google in the Living Room
: It is being rumored that Google has a TV set top box up its
sleeve that will run on Android and double as a gaming device.
Google isn't calling it Google TV, a brand it dumped some time
back. Instead it's called Nexus, an Android device with "Google
services for TV."
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