Amidst the scramble for numbers in EDGAR lookups in the wake of Facebook's S-1 filing, I think we're learning something fundamental about Facebook's strategy from its submitted documentation; mobile is a potential Achilles heel. Reviewing the S-1, while chock-full of interesting facts and figures, it was this statement that raised questions for me: "Growth in use of Facebook through our mobile products, where we do not currently display ads, as a substitute for use on personal computers may … [Read more...]
Facebook Files S-1 for $5 Billion IPO
February 2, 2012 By 1 Comment
by Brian Solis, principal analyst Just a few moments ago, Facebook officially filed an S-1 for an initial public offering seeking to raise $5 billion. Here are a few key findings… - 845 million monthly active users, year over year growth of 39% - 483 million daily active users as of December, year over year growth of 48% - 425 million monthly mobile users - 100 billion friend connections as of December 31, 2011 - 2.7 billion Likes and comments per day during the last … [Read more...]
Twitter and censorship
January 27, 2012 By 2 Comments
By Alan Webber, Principal Analyst Almost 49 years ago, President John F. Kennedy stood at a podium in the divided city of Berlin where he proudly proclaimed that the wall that divided the city was an affront to basic human freedoms, that it was a symbol of the failure of communism and its ability to effective govern nations. Twenty-four years later, President Ronald Reagan stood in front of the Brandenburg Gate to encourage Soviet leader Mikhail Gorbachev to "tear down the wall" that divided … [Read more...]
Can Apple Lose The Mobile Innovation Game?
January 27, 2012 By 6 Comments
The big story this week is the record number of iPhones, iPads, iPods that Apple sold in Q4, 2011. Great news for Apple and it's shareholders - their stock got a 7% bump on the news - but, with stellar growth in the number of users of the iPhone, what's the achilles heel that slows their march on the market? I think it's innovation. It's something I've been doing a bit of thinking about on my own blog, and here's my case, I'm interested in your reasons for agreement or disagreement. "Apple … [Read more...]
Facebook’s IPO: What Does It Mean For…?
January 26, 2012 By 5 Comments
Over 800 million active users - more than half of whom log in on any given day and interact with over 900 million "objects" (pages, groups, communities, etc.). Over 250 million photos uploaded every day, over 70 languages on the site. The stats go on and on, and anyway you look at them, the numbers are huge. How can Facebook grow bigger still? That's what we're waiting so see as the tech world - heck, the world at large - holds it breath for the biggest IPO since Google went public in … [Read more...]
Finding Value In SOPA
January 18, 2012 By 1 Comment
There is a lot of discussions, arguing, lobbying, and political wrangling going on around the Stop Online Piracy Act (SOPA) and its sister legislation Protect IP Act (PIPA) right now. It has been portrayed as the battle between Silicon Valley and Hollywood, old media verses new media, Washington verses California, and on and on and on. But what is SOPA really and what is the potential value in the discussion around SOPA? What is SOPA? SOPA is essentially and anti-digital piracy bill that … [Read more...]
Buyers Guide: A Strategy for Managing Social Media Proliferation (Altimeter Report)
January 6, 2012 By 5 Comments
Get account control now --or risk a career of continual social media sanitation. To match the growing consumer adoption of social media, many companies have launched social media efforts with little planning. As social media spreads beyond corporate communications and marketing, business groups are deploying social media without a standardized process. In fact, enterprise class corporations (those with over 1,000 employees) have an average of 178 social media accounts and this number will only … [Read more...]
Reflecting on 2011 –and Preparing for Future Growth
December 17, 2011 By 5 Comments
By Charlene Li, Founding Partner In the life of a young company, a year is an eternity.I sit here looking back to a year ago and I’m amazed at not only the growth of Altimeter Group, how we have grown as individuals and as a team, and the amazing clients we’ve served. While we often publish our insights on how companies should leverage disruptive technologies, I wanted to share a peek inside of our company. Our journey has seen a lot of growth, here are some stats: We’ve grown … [Read more...]
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