Monthly Archives: September 2011

Groupon’s cost of revenue is soaring

The third amendment to Groupon’s S-1 shows significant changes. Although the prospectus is cleaner and better reflects the company’s financial position, it brings to light more bad news about an already troubled offering. The most significant new issue I see … Continue reading

Posted in daily deals, groupon | 10 Comments

Google and antitrust: looking at the good and bad effects of monopolies

This is the last in a multi-part series on Google and antitrust. Part 1: Competing in Web search against Google would be extremely hard Part 2: How Google favors its own products Part 3: Looking at the good and bad effects of monopolies Disclosures: I … Continue reading

Posted in google, search | 3 Comments

Google and antitrust: How Google favors its own products

This is the second in a multi-part series on Google and antitrust. Part 1 looked at how difficult it would be for a new player to start in Web search today. Part 1: Competing in Web search against Google would be … Continue reading

Posted in google, search | 6 Comments

Google and antitrust: competing in Web search against Google would be extremely hard

This is the first in a multi-part series on Google and antitrust.  Part 1: Competing in Web search against Google would be extremely hard Part 2: How Google favors its own products Part 3: Looking at the good and bad effects of monopolies … Continue reading

Posted in google, search | 8 Comments

Why Netflix’s split won’t help with its real problems

Today’s announcement by Netflix of changes to its longrunning service will do little to solve the very significant challenge in front of Netflix streaming: content licensing. In his blog post, Netflix CEO Reed Hastings compared his company’s challenges to those … Continue reading

Posted in movies, netflix, television, video | 1 Comment

Google Offers merchant agreement

Note: Page 1 is the term sheet. The only substantive item on the term sheet is the revenue share. In this case, the merchant received between 50 and 60 percent. GOOGLE PREPAID OFFERS BETA PROGRAM ADDENDUM Google Prepaid Offers Beta … Continue reading

Posted in daily deals, google | 4 Comments

The economics of LivingSocial/Whole Foods-like deals

As expected, today’s LivingSocial offer of $20 Whole Foods gift card vouchers sold out at 1 million vouchers sold. This is a great marketing move that created buzz around the Internet, for a while was the top term on U.S. … Continue reading

Posted in daily deals, groupon, livingsocial | 10 Comments