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Streamticker 2006: The Deals That Reshaped the Online Video Space

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这就像1999年的重演,只是少了千年虫热潮和千禧年派对. In 2006, 科技公司的并购再次成为主流媒体关注的焦点. 即使科技公司首次公开募股(ipo)的数量还没有达到上世纪90年代末的狂热程度, 大量的风险资本投入到网络技术中,尤其是那些被称为web 2的技术.0 technologies—has increased almost to 20th century bubble levels. In fact, there are warnings of another bubble/burst cycle, but for now digital media technologies have regained VC mindshare, with a video-based web moving to top of mind.

No Surprise?
这种活动水平真的不应该让人感到意外,原因有四. First, 即使在2000年泡沫破裂,投资者开始认真对待前美联储主席艾伦·格林斯潘的“非理性繁荣”时也是如此,“许多业内资深人士预测,泡沫更多的是一种暂停,而不是网络在早期采用者和主流用户生活中所取得的进步的失效. In the last five years, the web has continued to grow in importance, 在某种程度上,全球许多消费者将网络作为他们获取信息和娱乐的主要形式.

Second, 上世纪90年代末,当小贩们叫卖他们的alpha或beta产品准备好迎接黄金时段时,工程师们在幕后勤奋地工作,他们继续艰苦地前进,直到产品成熟, releasable status in late 2005 and early 2006. 这可能是导致继续采用的驱动因素,并为2006年和2007年奠定了基础.

Third, 随着网络成为信息和娱乐的深层来源,人口结构的转变迫使传统广告商重新调整广告预算,将越来越多的重点放在在线活动上. 甚至有迹象表明,在线媒体正在领先于传统媒体, 从简单的“德拉吉报道”(The Drudge Report)比主流媒体早12-18个小时爆出新闻,到Rocketboom的阿曼达·康登(Amanda Congdon)被“未爆”(unboom.com),然后找到了一份美国广播公司(ABC)电视记者的工作,再到谷歌在美国各地的杂志和报纸上实施聚合广告购买, passing its bulk-buying savings on to key online advertisers.

Fourth, 公共部门被迫重新考虑税收和提供服务的双重角色, as online purchases have both driven local tax revenues down, forcing the need to deliver services in a more cost-effective manner, which the web also allows. 这种转变一直很微妙,但终于进入了主流, 2006年,南卡罗来纳州成为美国第一个在黑色星期五提供免税期的州, the day after Thanksgiving, 试图帮助当地实体商家抵消“网络星期一”带来的冲击, which occurs three days later.

With these developments, then, 毫无疑问,2006年给数字媒体领域带来了巨大的变化. Let’s take a look at some of the better-known mergers, acquisitions, public offerings, and private fundings from 2006, including what’s working, what needs help, and—very briefly—what to expect in 2007.

Google Acquires YouTube
This acquisition—estimated at $1.在宣布收购时,谷歌的股票价值高达650亿美元,但在交易结束时,其价值可能要高得多,因为谷歌在2006年11月底每股净赚500美元.0 technologies are storming the financial market ramparts. YouTube, 这家公司成立于2005年,表面上是为了在网上分享一位联合创始人的视频,并从上一次泡沫中创造财富的年轻百万富翁那里获得资金, rode a triple wave: greater consumer broadband penetration, a bump in Flash Video quality, and the new buzzword "social networking." In YouTube’s case, 社交网络是一种推荐和评价其他用户内容的方式, with daily views of particularly popular videos well into six digits, and in some cases reaching close to one million views per day.

While many publications—including StreamingMedia.com质疑YouTube商业模式的有效性,因为观看和上传的视频数量在2006年初急剧上升, 在用户膨胀到YouTube可以开始实施在线广告模式之前,该公司能够依靠风险投资维持运营. 但这家公司没走多远就引起了谷歌的注意.

谷歌主导了文本搜索,并将在线上下文广告提升为一门科学, posting significant revenues as offline advertisers moved online, but Google also famously stumbled as it approached rich media. Throughout late 2005 and 2006, 我经常遇到谷歌的员工在NAB这样的展会上搜寻, IBC, 以及东方和西方的流媒体,寻找在线视频发行公司.

YouTube offered Google a significant consumer customer base: the majority of its customers shared many of the same user traits as Google’s core users; beyond the general consumer, though, YouTube也吸引了前沿公关团队的注意,他们正在寻找一种超越博客的方式,进入更明显的在线活动. 用户群中还包括偶尔心怀不满的公司或政客,当他们觉得自己的主流采访被编辑扭曲了意思时,他们会发布原始的采访片段.

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