After YouTube, Who’s Next?
I came across Morgan Stanley’s Internet Search Trends report today and found it somewhat predictive of what has happened in the market recently. It was published in April 1, 2006.
They begin with a humorous slide which, again, is somewhat reflective of our current culture:
Then, they do an analysis on several areas such as Broadband, VoIP, Video, Local, Finding, Emerging Trends, etc. On their analysis on Emerging Companies, below are the companies they suggested to watch out for:
I found their list very predictive. Just this week, YouTube was acquired by Google. In April, xFire was acquired by Viacom. I wonder what, if anything, will happen to the others on Morgan Stanley’s list? There’s a lot of talk about Yahoo! going after FaceBook, which isn’t present on Morgan Stanley’s list. I think we might all be surprised by the next big business development move. I wonder who’s next.
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Comments
Pete,
Interesting stuff… Heck, I’ll buy some of those companies!
Is that you doing a one-handed handstand at the top of your blog?
When will Shmula be acquired? and by whom? Hmmmm?
Later,
Dave
YouTube has the opportunity to be a real money maker for Google. A company can create some sort of viral ad and sell it to YouTube and if it is clever enough we might not even know it is an ad from them.
I spend way too much time on the net and the ads I am thinking of are the ones that say “banned ad” or something similar. This is a great opportunity for a company like VW, Apple, etc to showcase ads that they could not normally get away with.
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Most of Google’s acqusitions have been quite small. A good list is at
http://en.wikipedia.org/wiki/L....._by_Google
I would expect that trend to continue. I doubt we will see Google doing many more YouTube-sized acquisitions.