1. The 2-SIDED TELECOMS MARKET OPPORTUNITY Realising Growth from the ‘Platform Play’ Chris Barraclough Keith McMahon March 2008
2. Telco 2.0™: New Business Models in Telecoms, Media and Technology www.telco2.net
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12. One way Google has sought to address obstacles is acquisitions, where it has focused recently on communications, security and customer analytics Source: http://en.wikipedia.org/wiki/List_of_Google_acquisitions CASE STUDIES FROM OTHER INDUSTRIES: GOOGLE Date Company/Product Business Area Value (USD) 2001 Deja's Usenet archive Google Groups. undisclosed Outride, Inc. Spin-off from Xerox PARC. undisclosed 2003 Pyra Labs Blogger. undisclosed Neotonic Software CRM technology. undisclosed Applied Semantics Advertising technology. $102 million Kaltix Search engine technology. undisclosed Sprinks Paid listings unit of Primedia. undisclosed Genius Labs Blogging undisclosed 2004 Ignite Logic Website creation technology. undisclosed Baidu (2.6% stake) Chinese language search engine. All shares were sold in June, 2006 $5 million Picasa Photo management software. undisclosed Keyhole, Inc. Mapping software; used in Google Earth. undisclosed Where2 Mapping software; used in Google Maps. undisclosed ZipDash Used in Google Ride Finder. undisclosed 2005 2Web Technologies Web-based spreadsheet. undisclosed Phatbits Widget engine. undisclosed Urchin Software Corporation Web analysis. undisclosed Dodgeball Social networking. undisclosed Reqwireless Web browser and Mobile email. undisclosed Current Communications Group Broadband internet. $100 million (partial investment) Android Software for Handheld devices. undisclosed Skia Graphics software. undisclosed Akwan Information Technologies Latin American internet operations. undisclosed allPAY GmbH, bruNET Mobile Solution Provider, Germany undisclosed AOL (5% stake) Internet. $1 billion Date Company/Product Business Area Value (USD) 2006 dMarc Broadcasting Radio advertising software and platform. $102 million Measure Map Blog analysis. undisclosed Upstartle Writely, online word processing. undisclosed @Last Software SketchUp, 3-D modeling. undisclosed Orion Advanced search method. undisclosed Neven Vision Computer vision undisclosed JotSpot Website applications undisclosed YouTube Video sharing (San Bruno, CA) $1.65 billion Endoxon Mapping solutions $28 million 2007 Xunlei (partial acquisition) Network, file-sharing. undisclosed Adscape Video game advertising $23 million Trendalyzer Software undisclosed Tonic Systems Presentation software undisclosed Marratech video conferencing software Video conferencing (Stockholm, Sweden) undisclosed DoubleClick Online Advertising $3.1 billion GreenBorder Technologies Desktop enterprise security undisclosed Panoramio Geospatial Photo-sharing Service undisclosed FeedBurner RSS Feeds (Chicago, IL) $100 million PeakStream Parallel Processing undisclosed Zenter Presentations Software undisclosed GrandCentral VOIP Phone Aggregation (Fremont, CA) $45 million ImageAmerica High resolution aerial cameras undisclosed Postini Communications Security (San Carlos, CA) $625 million Tusli Google Blogger Api Engineering Team undisclosed Zingku Mobile social network and communication platform undisclosed Jaiku An activity stream and presence sharing service that works from the Web and mobile phones (Helsinki) undisclosed