Cloud deals arising from the fog
Posted by Ben Kolada on November 10, 2011
Contact: Ben Kolada Going into the last day of the 9th Cloud Computing Expo, held in Santa Clara, California, we get the feeling that conference attendees will see an M&A shakeout within the next few years. To a degree, this dealmaking has already begun, with a small handful of exhibitors already having been scooped up, [...]
Shorting follows shopping at KIT digital
Posted by Brenon Daly on September 15, 2011
Contact: Brenon Daly Following an M&A spree earlier this year that had some on Wall Street skeptical, KIT digital says it’s now in ‘harvest’ mode from its earlier deals. In the first four months of 2011, the video asset management (VAM) vendor scooped up five companies. Although that’s the same number of deals it did [...]
Limelight lightens its load
Posted by Ben Kolada on August 31, 2011
Contact: Ben Kolada In a move to streamline its operations, Limelight Networks is divesting its EyeWonder assets to DG FastChannel. Although the deal comes at a considerable discount – DG’s $66m all-cash offer is only slightly more than half the amount that Limelight paid in cash and stock for EyeWonder less than two years ago [...]
Limelight raises cash, could go shopping
Posted by admin on March 8, 2011
Contact: Jim Davis, Ben Kolada Fresh off its recent secondary, Limelight Networks could well look to put some of that recently raised cash to work in some shopping trips. (It now has more than ample resources. Last week’s offering netted Limelight $77m, essentially doubling its cash holdings.) If it does look to do a deal [...]
Google’s growing video ambitions
Posted by Brenon Daly on December 8, 2010
Contact: Brenon Daly, Jim Davis More than four years after Google acquired YouTube, the video content site is either putting up black numbers, or is very close to it. That’s according to hints offered recently by the company, although Google has often appeared unconcerned about the profitability of the wildly popular site that the search [...]
Sonic Solutions-DivX: a big swing back to the same place
Posted by Brenon Daly on October 11, 2010
Contact: Brenon Daly The market giveth and the market taketh away. While the giving and taking are usually lopsided, there are rare occasions when it does balance itself out. Consider the recent swings in Sonic Solutions. The company announced the largest deal in its history, the $325m acquisition of DivX, on June 2. Along with [...]
The deepening discount on DivX
Posted by Brenon Daly on June 8, 2010
Contact: Brenon Daly A week ago, Sonic Solutions announced that it was making its largest-ever acquisition: the $325m cash-and-stock purchase of DivX. While that pending transaction remains the biggest deal that the digital media management vendor has ever considered, it is getting smaller virtually every day. Because of the decline in shares of Sonic Solutions, [...]
Will Google land On2?
Posted by Brenon Daly on February 17, 2010
Contact: Brenon Daly At this rate, Google may never again go shopping on the public market. Its contentious reach for On2 Technologies, which has been bogged down for a half-year, will come to some kind of resolution after the close of the market today, with shareholders of the video compression software vendor set to vote [...]
Will Adobe-Omniture marriage prompt online video M&A?
Posted by admin on October 2, 2009
The deal excited a lot of people in the analytics space. But we believe it could also have ramifications on the online video market; specifically, the move could spur consolidation in the online video content management sector.