Top Ten Digital M&A Deals of 2010 – 2 hard to predict

Posted by Marshall Sponder on January 03, 2010 | Link It

Just reading Erick Schonfeld‘s Top Ten Digital M&A Deals For 2010 on TechCrunch and don’t think any of them are  going to happen – plus there’s no comparable post from about 2009 or 2008 M&A predictions to compare.

First, I don’t think Google will acquire Roku (never heard of Roku till this minute, so I might be wrong) but Google might come out with their own set-top box.   I’m sure someone at Google considered building vs. buying.  The issue is YouTube isn’t be monetized well enough – but could it ever be, since there’s more and more people uploading content every minute?

Second, while Cisco might do well to acquire LinkedIn I’m not seeing why LinkedIn needs to be acquired, anymore than Facebook needs to be acquired.   Since MySpace was acquired, it’s gone down, down, down, though recently it’s showing signs of life with API access and Collecta deals.

Fox /MySpace might want to acquire Pandora – I give it 50% chance that might happen, and I’m sure there will be some M&A activity this year – so if any of these predictions from Erick come true, maybe this will be one of them.  By the way, didn’t hear much good feedback from Fox/MySpace acquiring Immem recently.

Fourth, seems to me Twitter would have to be going on an aggressive acquisition path to be picking up Twithawk, TweetMeme, Skout, etc. Why do they need to?   Maybe what Twitter needs to do is buy FourSquare, that makes more sense to me.

I really don’t care about NetFlix or Flixster, don’t use either and have no idea NetFlix is going buy or should buy Flixter, but, as it’s mentioned that Fox might buy Flixter – maybe someone ought to.

Sixth, Ticketmaster buying Eventbrite?   Why? Don’t they have Evite now?   Buying companies because to the audience they have online doesn’t always work out that well as people switch easily, from one to another.

Seven, DirectTV buys Blip.tv – isn’t Blip.tv much, much smaller than DirectTV?  I don’t know enough to say anything more – but I do see Blip.tv a lot around NYC, more at events, though.

Eight, Bing/Microsoft acquires Bit.ly?  Seems like everyone is coming up with their own Url shorteners – could they just not create one of their own – and put metrics in it, etc?

Nine, I don’t think Microsoft will acquire FourSquare, I think Google will – and if that doesn’t happen, Twitter will.

Ten, LinkedIn acquires Yammer – maybe, feeling that LinkedIn doesn’t need to buy Yammer, though, since it can just do the same thing with Yammer that it did with Twitter and Facebook, and enable communication – so, maybe a partnership -  not so much an acquisition.

Most of the predictions people make either don’t come true the way they were predicted, or are impossible to compare to the previous year’s predictions (in this case with TechCrunch) or do come true, but there’s so much other stuff that happens during the year, that the original prediction seems like more of a side note.

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