IBM analyses Coremetrics, makes a deal

Posted by on June 15, 2010

Contact: Brenon Daly We were close on our earlier rumor-mongering on Coremetrics, but tapped the wrong buyer. Four months ago, we heard that the Web analytics firms was in play and had retained Goldman Sachs to represent it. (And, indeed, Goldman did advise Coremetrics in the process.) On June 15, IBM said it was picking [...]

Is mobile advertising back?

Posted by on November 10, 2009

Google’s monster acquisition of AdMob this week sure seems to suggest so. The high-multiple valuation makes this one of the richer deals in the overall sector and breathes new life into a niche vertical that seemed to be on life support earlier this year.

Will Adobe-Omniture marriage prompt online video M&A?

Posted by 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.

‘What’s up with Omniture?’

Posted by on September 17, 2009

Contact: Brenon Daly It wasn’t quite shouting ‘fire’ in a crowded theater, but an early Tuesday afternoon development at an investment conference concerning Omniture certainly sparked a firestorm of speculation. During the luncheon at ThinkEquity’s 6th Annual Growth Conference in San Francisco, word came out that Omniture had scrapped its presentation, which had been scheduled [...]

Could ad slump lead to ValueClick exit?

Posted by on June 12, 2009

The online advertising industry is reeling. And with it, once-prominent companies such as ValueClick are suffering. Will the continued weakness finally prompt an exit for the legacy online advertising giant?

Where might Omniture shop next?

Posted by on April 22, 2009

After buying up its major rivals, there are few traditional web analytics companies left for the vendor to pursue. Nonetheless, with plenty of cash to buy and an aggressive stance on M&A, we wonder where it could shop next.

Omniture: the optimistic opportunist

Posted by on March 5, 2009

Amid massive consolidation and falling valuations, dominant and aggressive Omniture says it is shopping. But potential private targets tell us they are not selling and dispute rumors of their impending demise.

« go back