Big tech acquisitions from the biggest players (infographic)

Here is an interesting infographic by : 



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Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis





Booz & Company Global ICT 50 Study



A new report by Booz & Co provides a ranking of the top ICT 50 global firms and the digitization ecosystems.  It appears that IBM is at the top, followed by Oracle and Microsoft.

“Businesses around the world are looking to gain an edge in the race to digitize—to seamlessly incorporate new computing, communications, and collaboration technologies; to streamline their operations; and to connect more closely with customers, suppliers, and partners. To do so, they must look to the continually evolving ecosystem of hardware, software, IT services, and telecom companies. These sectors provide the products and services that make digitization possible.

Booz & Co looked at them across four critical criteria: financial performance, portfolio strength, go-to-market footprint, and innovation and branding.

“Every company in every industry has its own market value proposition: a way to play that represents the way it chooses to create value in the market, ideally matched with its strongest capabilities. Companies’ ways of playing can be grouped according to the basic foundational approach they take. By classifying each of the ICT 50 as one or more of these “puretones,” we were able to determine which value propositions seem most advantaged in the market—for now.

To see the report go to their web site.

Louis Rhéaume

Editor, Infocom Analysis



“Google gagnera la bataille de la publicité en ligne contre Facebook” est disponible sur

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Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

Selon Forrester, Google va gagner la bataille de la publicité en ligne contre Facebook


Nate Elliott, vice-président et analyste principal chez Forrester, était un conférencier vedette à Intracom 2013, qui se déroulait jeudi à Montréal.  Ayant débuté sa carrière sur le web en 1995, il est considéré comme un pionnier dans l’industrie des stratégies interactives. Nate Elliott aide les entreprises à élaborer des stratégies de marketing interactif, en particulier les chaînes de marques tels que les médias sociaux et la publicité vidéo en ligne. Ses clients viennent de presque tous les secteurs – y compris les biens de consommation, les produits pharmaceutiques et les services financiers – et de partout dans le monde.

Sa conférence s’intitulait : « Affinité, intention et la répartition du budget marketing – Évaluer comment Facebook aura un impact sur votre commercialisation »  Selon M. Elliott chaque jour, des milliards de recherches se font sur Google, et dans le processus, ils créent ce que John Battelle a qualifié de «base de données des intentions»: un enregistrement massif des désirs du monde qui aide l’entreprise à générer des dizaines de milliards de dollars de recettes publicitaires. Facebook, peut-être la seule autre société qui a recueilli autant de données que Google, n’a pas eu la même chance jusqu’à présent de convertir ses données en dollars. Pourquoi ? Parce que contrairement à Google, Facebook a involontairement construit une « base de données de l’affinité»: un record massif de ce que les gens aiment plutôt que ce qu’ils ont l’intention de faire.

Valeur des bases de données

Selon M. Elliott, la base de données de l’affinité est potentiellement aussi précieuse que la base de données des intentions – mais ni Facebook ni les responsables du marketing n’ont réussi à trouver la façon de faire ou de mesurer cette valeur.

M. Elliott soulève l’importance de l’analyse des données pour avoir une campagne de publicité mieux rentable en ligne, ou dans les médias traditionnels.  Il donne l’exemple de Ford et de ses modèles de camions « pickup ».  Dans les annonces à la TV, on voit toujours des cowboys ou des gens très masculins qui font plusieurs activités de construction.  Or, selon M. Elliott 40% des clients qui achètent ces camions sont en fait des femmes et plusieurs clients sont aussi des professionnels à « cols blancs ».  Ford ne fait pourtant aucune publicité pour rejoindre ce large public.  L’analyse des bases de données permet de mieux cibler les campagnes de publicité et d’avoir une meilleure rentabilité en rejoignant les segments les plus importants de sa clientèle. La publicité en ligne le permet.

Selon un sondage de Forrester, l’importance des médias sociaux est un phénomène mondial en très forte croissance.  Ainsi, il y aurait entre autre: 83 milliards de « J’aime » sur Facebook par mois, 12 milliards de tweets par mois et 6 million de critiques sur Amazon par mois.

Les engins de recherche comme Google permettent non seulement de développer une base de données des intentions (catalogue des désirs ou intentions d’achats en observant les comportements de recherche en ligne) mais aussi une base de données d’affinités (préférences ou désirs de connecter avec des gens, produit, chose ou marque). Cette dernière est plus émotionelle, exprimée par un plus grand degré d’engagement sur des années, et qui favorise les annonceurs de marques.

Google a beaucoup plus de succès pour monétiser ses données avec des revenus de publicité de 50 milliards $ en 2012, par rapport à 5 milliards $ pour Facebook.  Google est mieux positionné à cause que :

  1. La firme est en mesure d’utiliser ses données de recherche mondiales,
  2. Elle a de bons outils d’analyses pour faire du sens avec ses données, et
  3. Ses formats de publicités (incluant la vidéo et YouTube) peuvent mieux créer un impact avec les marques.

La leçon à retirer est que pour les annonceurs, Google est la meilleure plate-forme pour une campagne de publicité en ligne et qu’il faudrait limiter plus son budget de publicité sur Facebook.  Pour en savoir plus sur la valeur des bases de données en publicité, lisez l’article: 8 Fast Growing Infomediation Players sur Seeking Alpha.

Louis Rhéaume

Infocom Analysis

Twitter : @InfocomAnalysis

Rovio, the Angry Birds owner, has 100% growth in 2012 and wants to become the next Disney



Rovio just reported that revenues have doubled in 2012, due to strong game and consumer-product sales.  Rovio Entertainment is producing Angry Birds and several other mobile games.  Revenues reached around $195 million, up 101 percent from $97 million in 2011. Earnings before interest and taxes are up 50 percent from $60.2 million in 2011 to $98.5 million in 2012.  Headcount has doubled to 518 employees.

According to Rovio CFO, Herkko Soininen:  “We doubled our revenue with an EBIT margin of 50%, more than doubled our headcount, established new offices, and a new business ventures unit. Also, to protect our own, as well as our partners’ and our fans’ interests, we continue to invest heavily in brand protection globally.”

In 2012, Rovio successfully launched four major mobile games: Angry Birds Space, Amazing Alex, Bad Piggies, and Angry Birds Star Wars.  Sales of these games, along with in-app advertising, were two of Rovio’s major revenue streams.

The other major area of growth is Rovio’s consumer products line of toys, branded peripherals, and smartphone cases. The derivative products division more than tripled in revenues and now generates nearly 45 percent of its total revenue. A new important milestone is the active-monthly-user count that is now past the quarter billion mark.

Rovio CEO, Mikael Hed suggests: “Rovio has grown from a phenomenon to a very successful global business. In 2010 we set out to build an entertainment company and after last years performance we are on a strong path to achieve our goal.”

Rovio wants to become a worldwide content and merchandise powerhouse with a series of new titles, consumer products, and entertainment releases in the works. The company is inspired by Disney’s business model.  It is also working on an Angry Birds cartoon, and also a movie for 2016.

“We have had a stellar start for this year,” said Hed. “In addition to our successful games portfolio, we recently launched our first Angry Birds Toons series through third-party partners and our own in-game distribution channel. We will continue to strengthen our position in the entertainment business through continuing to innovate on our existing brands, exploring creating new IP as well as exploring opportunities with external parties.”

Louis Rhéaume

Infocom Analysis

Twitter : @InfocomAnalysis


iTunes is becoming very profitable for Apple



Asymco reports that iTunes is no more just a platform that drive hardware revenues for Apple.  In fact, iTunes is actually performing very well and is profitable with the help of the growth in software revenues: over $2 billion a year.  Music, Video, Apps and Books are also performing well.

“iTunes store will be 10 years old next month. From its inception Apple has stated that it aims to run the store “at break-even”.  The business has grown so rapidly however that its profit-free nature has come under severe pressure.  The reasoning goes that as more media types have been added costs have increased but revenues have increased even faster… What is known as iTunes today has quintupled in seven years. Although cost of content sales are likely to have been preserved as a ratio (about 30%) the vastness of transaction volume (estimated at 23 billion item transactions in 2012 alone) implies that there are some significant economies of scale. This implies that the operating costs are spread more evenly and that therefore the possibility exists for some operating margin.Put another way, at break-even the cost of operating iTunes stores would be about $3.75 billion. ”

Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

Identification of key metrics for startups [report]

Geckoboard, in collaboration  with Econsultancy, made a survey with 368 startups about how they use data and what challenges they face in developing a culture of data.  The full report is at:

Here are 6 key highlights from the report:

  • When you choose a metric or set of metrics to collect and communicate, you’re making a statement and, knowingly or not, setting the priorities for those who see it. Make a bad choice and you risk skewed priorities and worse.
  • Nearly a fifth (18%) of respondents to the survey said that they used more than 10 different services to gather data, revealing the wealth of data that can be collected. The list of potential metrics available to decision makers represents a constant challenge when it comes to executing a focused assessment of business performance.
  • “Being confident about the current metrics could be, to some companies, like declaring that the organisation has stopped learning.”
  • The majority of respondents said that a key challenge in choosing the right metrics to measure was in understanding what the key drivers of the business are (61%), followed by having the right tracking in place (42%) and defining priorities and business goals (39%).
  •  The nature of startups implies that historic data is not always available, so it is challenging to identify the key drivers of the business when, in some cases, the business model has not been fully defined or implemented.
  • “Uncertainty is at the core of startups so being flexible to test and try different approaches to measurement is more a survival practice than an option.”

This is a list of the top challenge(s) in choosing the right metrics [respondents could select more than one option].


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Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

Google business model analysis


Dr. Rod King offers an interesting analysis of the business model of Google, by using the Osterwalder & Pigneur Business Model Canvas (2010).

Google’s ecosystem is explained in 2 Powerpoint:

<div style=”margin-bottom:5px”> <strong> <a href=”” title=”ORGANIZATIONAL DEVELOPMENT CANVAS (ODC) FOR GOOGLE’S BUSINESS MODEL AND ECOSYSTEM” target=”_blank”>ORGANIZATIONAL DEVELOPMENT CANVAS (ODC) FOR GOOGLE’S BUSINESS MODEL AND ECOSYSTEM</a> </strong> from <strong><a href=”” target=”_blank”>Rod King</a></strong> </div>

Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

Article on WiLAN available on Seeking Alpha


WiLAN (WILN) is a Canadian intellectual property firm that offers new opportunities for both value and growth investors. WiLAN has a vast and strategic portfolio of patents that were built or acquired. WiLAN has more acquired patents than big players such as Apple, Samsung or Google. Patent monetization is booming with a lot of new cases reaching settlements. In the ITC sector, patent wars among cellphone manufacturers are widely followed by the press. The Global unlicensed communications equipment market represents a huge untapped $1.5 trillion opportunity. WiLAN’s experienced management team wants to benefit from the growing communications patent wars actually evolving. Among the recent developments, the firm has started 5 new litigation claims of patent infringement, insiders have been buying the stock throughout last year, and WiLAN has signed two new licensed deals.

To read the whole article go to :

Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

For the CEO of Yahoo, Marissa Mayer, the Future of Search Technology is about Personalization


Marissa Mayer, the new CEO of Yahoo, gave an interesting interview to Bloomberg at the World Economic Forum of Davos in Switzerland this week. She suggests that the future of search technology will be mainly related to personalization of information.  In the future you become part of the query in a search engine.  What you are searching in the past, what you are posting on blogs and social networks will be taken into account in your search queries.  She claims personalization and the importance of context of information in search engines will be more mainstream in three to five years.

Facebook just popularized its Social graph, based on social information.  Similarly, Yahoo wants to develop its Interest graph where context and unknown connections between people are shared.  For instance, based on an event like the World Economic Forum, the Interest graph can inform people about the presence of interesting individuals who could be sharing some particular interests with them.  Whether it is for business developments, networking or leisure activities the interest graph can offer several possibilities.

For Mrs. Mayer, web technologies have been evolving very quickly since 15 years.  We are now in the mobile wave, with many innovations in mobiles technologies.  Yahoo is using partnerships to gain access to web innovations such as mobile browser or social networks, which represent key enabling technologies.

In the future, Yahoo wants to refresh its products and services based on the web daily habits of its users: reading news, mail, video, search, watching sports, and playing games. The company also intends to develop one of its strengths: user generated content such as Flickr, Yahoo Answers and Yahoo Groups.

You can see the video here.

Louis Rhéaume

Infocom Analysis

Twitter : @InfocomAnalysis

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