Analysis

Below is a collection of every Analysis article by The Information.
Paul Singer, president and co-CEO of Elliott Management. Photo by Getty.
Analysis

The Busiest Activist Investors in Tech

By Maria Heeter · Jun 28, 2023 6:00am PDT · 1 comment
It's not surprising that an analysis of activist investors shows Starboard Value and Elliott Management are among the most, well, active of activists. Both feature frequently in high-profile fights ranging from Salesforce to eBay. What is more surprising is that some smaller firms, such as Engaged Capital and Legion Capital Management,... It's not surprising that an analysis of activist investors shows Starboard Value and Elliott...
Matthew Vascellaro
Analysis

Mobile Advertising Crunch Hits App Developers

By Eric Newcomer · Mar 31, 2014 7:34am PDT
Mobile app developers that rely on highly targeted ad campaigns to bring in new business are facing rising rates and inventory shortages as they compete to reach a small group of desirable, free-spending customers. Companies including SGN, Groupon and Big Fish Games all say the supply of desirable mobile advertising options can run... Mobile app developers that rely on highly targeted ad campaigns to bring in new business are...
Federal Reserve Chair Janet Yellen. Photo by Reuters/ Gary Cameron
Analysis

As Tech Valuations Soar, Eyes Turn to Interest Rates

By Katie Benner · Mar 19, 2014 11:11am PDT
It’s the economy, stupid. Anyone following today’s technology boom should keep Bill Clinton’s 1992 campaign mantra in mind. Low interest rates are drastically inflating the value of companies both public and private, according to a growing chorus of investors and analysts, and an improvement in the global economy will almost... It’s the economy, stupid. Anyone following today’s technology boom should keep Bill...
Matthew Vascellaro
Video Producers Explore Options as YouTube Revenues Disappoint
By Tom Dotan · Mar 17, 2014 7:24am PDT
Matthew Vascellaro
Analysis

Video Producers Explore Options as YouTube Revenues Disappoint

By Tom Dotan · Mar 17, 2014 7:24am PDT
Online video companies that had once hoped to build robust ad-supported entertainment services on YouTube are now scrambling to find additional revenue sources in the face of stagnant ad rates and a glut of inventory. Subscription services, microtransactions, and new approaches to mobile video are all gaining attention as professional content... Online video companies that had once hoped to build robust ad-supported entertainment services on...
Art: Matt Vascellaro
Analysis

Google’s Motorola Experiment: The Silver Linings

By Amir Efrati · Mar 14, 2014 7:08am PDT
Google’s strained stewardship of Motorola has been called a failed experiment, but the temporary subsidiary accomplished many things for Google. For starters, Motorola is pushing down prices in the smartphone market with its Moto G device—a less slick version of the flagship Moto X—which retails for less than $200... Google’s strained stewardship of Motorola has been called a failed experiment, but the...
Matt Vascellero
Analysis

Facebook's $19B for WhatsApp: Another Angle

By Katie Benner · Feb 26, 2014 7:08am PST
Facebook’s $19 billion WhatsApp acquisition is still causing sticker shock. And a whole host of pundits have weighed in on the value of the deal. But one thing missing from the extensive analysis is how Facebook is actually shelling out the money. The answer makes the numbers less intimidating and could be a harbinger of the structure of... Facebook’s $19 billion WhatsApp acquisition is still causing sticker shock. And a whole...