Venture Bytes #4 – Digital Wallets: End of the Beginning or Beginning of the End?

Venture Bytes #4 – Digital Wallets: End of the Beginning or Beginning of the End?

on February 25, 2015

This week’s lead article, Digital Wallets: End of the Beginning or Beginning of the End? is a look at digital wallet space following the arrival of Apple Pay. We believe a combination of factors – part structural, part user experience – will drive the next and larger cycle in digital wallet adoption. Apple Pay will be a key enabler, it will be neither alone nor, the necessary winner.

Read More

Venture Bytes #3 – Multiple Directions on Multiples

on February 11, 2015

This week’s lead article, Multiple Directions on Multiples, is a commentary on the public company multiples and private company valuations of leading names. Private company valuation is as much art as science, sometimes as much alchemy as chemistry. Among the few reliable and well-worn guidelines to follow are public companies and recent M&A multiples. This is why we spend so much time refining, tracking and parsing the multiples we use. Oddly, we have observed a strange lag and over correct pattern between public company multiples and private company valuations of leading names. This appears to be happening again with a small subset of high flying private names.

Read More

Venture Bytes #2 – Wearables

on January 28, 2015

This week’s lead article looks at the wearable category, ahead of Apple’s highly anticipated entry in this category. Tim Cook, Apple’s CEO, announced yesterday on the earnings conference call that he plans to launch iWatch in mid-April of this year. Will it be a game changer, as is widely expected, or yet another accessory? Will it finally catch the imagination of the masses and usher in the era of Wearables 2.0 or stay limited to a niche market as most devices to date have done? These are pivotal questions ahead of the launch.

Read More

Venture Bytes #1 – Ad Supported: The Future or a Fantasy?

on January 15, 2015

This week’s article, Ad Supported: The Future or a Fantasy?, is a commentary on the number of emerging technology companies betting on ads and specifically mobile ads as a main stream of revenue. In today’s economy we see why a company’s service may need to be free, but are less sure of the long-term value of the customers the company is serving.

Read More
1 3 4 5

Join 15k Venture Bytes Subscribers

Venture Bytes is a monthly insight report highlighting topical ideas, current trends and emerging opportunities in the global technology landscape