The Information

Flipkart co-founder Sachin Bansal. Photo via Wikipedia.

To Fight Amazon in India, Flipkart Borrows Advertising Playbook

By Amir Efrati · Jan 28, 2015 7:00am PST

Both Amazon and Alibaba have demonstrated that selling digital ads can be a profitable antidote to the low margins inherent in selling goods online. Now Flipkart, India’s e-commerce leader whose backers include Yuri Milner and Tiger Global, is trying to follow suit. Flipkart already sells basic sponsored listings and home page ads to marketers... Both Amazon and Alibaba have demonstrated that selling digital ads can be a profitable antidote...

DST founder Yuri Milner. Photo by Bloomberg.

How Outsider Yuri Milner Built an Inside Track

By Jessica E. Lessin · Jan 27, 2015 7:01am PST

In early December, the founders of several fast-growing Asian startups drove up a steep hill to a stately mansion in Los Altos Hills, California. For hours, they dined in a lavish room with round banquet tables and mingled with executives from JD.com, Huawei, Google, Airbnb, Box and their host—Yuri Milner. Years after the Russian... In early December, the founders of several fast-growing Asian startups drove up a steep hill to a...

Warner Bros. executive Ron Sanders at CES in 2013 when UltraViolet was announced. Photo by AP.

As UltraViolet Fades, Studios Ponder Options

By Martin Peers · Jan 26, 2015 7:01am PST

In hindsight, it was probably an impossible task: Getting major Hollywood studios, technology companies and retailers to agree on a way to sell movies that consumers could watch on lots of devices. And three years after just such an initiative launched, a reaction to the dominance of Apple’s iTunes, its time may be running out. Known as... In hindsight, it was probably an impossible task: Getting major Hollywood studios, technology...

Viacom CEO Philippe Dauman. Photo by Bloomberg.

Viacom Ponders Rollup of Comedy Sites

By Tom Dotan and Martin Peers · Jan 22, 2015 1:46pm PST

Viacom CEO Philippe Dauman. Photo by Bloomberg.

Viacom Ponders Rollup of Comedy Sites

By Tom Dotan and Martin Peers · Jan 22, 2015 1:46pm PST

Through its ownership of Comedy Central, Viacom has a lock on the television funny space. Now the company is contemplating whether to extend that presence in the digital realm. The New York-based media company is considering whether to buy a trio of Web video comedy sites that started looking for buyers late last year—CollegeHumor, The Onion and... Through its ownership of Comedy Central, Viacom has a lock on the television funny space. Now the...

Google CEO Larry Page. Photo by Bloomberg.

Google’s Next Telecom Move: Becoming a Wireless Carrier

By Amir Efrati · Jan 21, 2015 12:40pm PST · 1 comment

Google is preparing to sell mobile phone plans directly to customers and manage their calls and mobile data over a cellular network, according to three people with knowledge of the plans. The new service is expected run on Sprint and T-Mobile’s networks, two people familiar with the product say. Google is expected to reach deals to buy... Google is preparing to sell mobile phone plans directly to customers and manage their calls and...

SpaceX CEO Elon Musk. Photo by Associated Press.

Google Nears Major Investment in SpaceX to Bolster Satellites

By Jessica E. Lessin · Jan 19, 2015 8:36am PST · 1 comment

Google is close to investing in rocket maker SpaceX, according to several people familiar with the talks, creating a formidable alliance in Silicon Valley’s accelerating Internet space race. The purpose of a deal, which is still in the works, is to support the development of SpaceX satellites that could beam low-cost Internet around the globe... Google is close to investing in rocket maker SpaceX, according to several people familiar with...

Terry Myerson, head of Microsoft's operating systems group. Photo by Bloomberg.

Microsoft’s Latest Mobile Game Plan is Apps over OS

By Steve Nellis and Amir Efrati · Jan 19, 2015 7:00am PST

Microsoft on Wednesday will unveil the latest strategy to expand its share of the mobile computing market: leveraging its strength in PCs to lift sales of Windows Phone. In previewing its Windows 10 operating system, Microsoft will show a single code base inside the software that will allow an app to run well on phones, tablets and PCs, as... Microsoft on Wednesday will unveil the latest strategy to expand its share of the mobile...

Yahoo CEO Marissa Mayer; photo by AP

Yahoo Prepares Major Mobile Ad Push

By Tom Dotan · Jan 5, 2015 7:00am PST

Yahoo CEO Marissa Mayer; photo by AP

Yahoo Prepares Major Mobile Ad Push

By Tom Dotan · Jan 5, 2015 7:00am PST

For some time Marissa Mayer has been hinting that her strategy for turning around Yahoo hinged on bringing mobile expertise into the company. Now she’s about to show her cards on the advertising side. In the past few months, the company has been aggressively hiring for its mobile ads team ahead of a planned revamp of its ad products in the... For some time Marissa Mayer has been hinting that her strategy for turning around Yahoo hinged on...

Art: Matt Vascellaro

Facebook’s Path to China

By Amir Efrati · Dec 24, 2014 7:01am PST

Facebook CEO Mark Zuckerberg intends to develop a consumer business in China. In 2015, we’ll learn more about how he might do so. For political reasons, the core Facebook service has been blocked by the Chinese government for the past six years or so, and that doesn’t seem likely to end in the near term. But current and former... Facebook CEO Mark Zuckerberg intends to develop a consumer business in China. In 2015,...

Russian-born Sergey Brin, a Google co-founder. Photo by Bloomberg.

Google Shuts Down Russia Engineering Office

By Amir Efrati · Dec 11, 2014 2:47pm PST · 1 comment

Google plans to shut down its engineering operations in Russia, following similar recent departures by other Western and Russian software companies and engineers, according to people informed of the decision. Google plans to shut down its engineering operations in Russia, following similar recent...

Google CEO Larry Page. Photo by Bloomberg.

The Hole in Google’s Mobile Strategy

By Amir Efrati · Dec 9, 2014 7:01am PST · 3 comments

This article is part one of a series. Part two is here. Google has a mobile problem, and it goes beyond the fact that people are searching differently on phones than on computers. Fast-growing smartphone apps from Snapchat to Yik Yak are being born every day, occupying bigger slices of people’s time. Google hasn’t built or acquired... This article is part one of a series. Part two is here. Google has a mobile problem, and it goes...

Photo by Associated Press.

Netflix Reverses Stock Option Policy in Hunt for Talent

By Martin Peers · Dec 8, 2014 7:01am PST

Photo by Associated Press.

Netflix Reverses Stock Option Policy in Hunt for Talent

By Martin Peers · Dec 8, 2014 7:01am PST

Question: Who in Silicon Valley would choose to work for a company that didn’t pay bonuses and only gave employees stock options if they were willing to forgo part of their salary in exchange? Apparently, not too many, if Netflix’s experience is anything to go by. That unusual stock-for-salary allocation approach has been a central... Question: Who in Silicon Valley would choose to work for a company that didn’t pay bonuses...

Marissa Mayer, CEO of Yahoo, with colleagues earlier this year. Photo by Max Morse.

All Eyes on Apple as Google Search Deal Expires Next Year

By Amir Efrati · Nov 25, 2014 7:01am PST · 4 comments

Mozilla’s decision last week to replace Google with Yahoo as the default search engine for the Firefox browser in the U.S. was a nice little score for Yahoo CEO Marissa Mayer. But among companies still wringing billions of dollars a year from search ads, all eyes are on the upcoming expiration of the only search distribution deal that... Mozilla’s decision last week to replace Google with Yahoo as the default search engine for...

Steve Jobs announcing iCloud in 2011. Photo by Bloomberg.

What’s Holding Back iCloud

By Jessica E. Lessin · Nov 24, 2014 10:39am PST · 2 comments

In June 2011, Steve Jobs took the stage before Apple developers to announce a project close to his heart. It was iCloud, a system for syncing files across Apple devices. Mr. Jobs was particularly excited about the potential to sync photos, one of the most widely used media types, say people who work at Apple. Yet today, the photo vision,... In June 2011, Steve Jobs took the stage before Apple developers to announce a project close to...

Google co-founder Sergey Brin pushed for an anti-censorship stance in China. Credit: Steve Jurvetson

Google’s China App Store Talks Heat Up

By Amir Efrati · Nov 19, 2014 7:01am PST · 3 comments

Google intends to launch a version of its Google Play app store in China, hoping to exercise greater influence over a market that accounts for roughly half the people who use its Android mobile operating system, say several people with knowledge of the company’s plans. In recent months, the company has indicated its intention to reverse a... Google intends to launch a version of its Google Play app store in China, hoping to exercise...

John Pleasants, executive vice president of Samsung Media Solutions Center .

Samsung Preps New Mobile Video Service

By Jessica E. Lessin · Nov 13, 2014 11:07am PST

John Pleasants, executive vice president of Samsung Media Solutions Center .

Samsung Preps New Mobile Video Service

By Jessica E. Lessin · Nov 13, 2014 11:07am PST

Samsung Electronics is rebooting its mobile video strategy in a test of whether short-form video content can drive mobile revenues just as games have. The South Korean company has earmarked several tens of millions of dollars to invest in short-form video for a new mobile product, according to people Samsung talked to about the effort.... Samsung Electronics is rebooting its mobile video strategy in a test of whether short-form video...

NBC folded its one-time digital gem iVillage into Today.com. Photo by Bloomberg.

Media Sells Off Digital Assets, For Now

By Tom Dotan · Nov 5, 2014 7:00am PST · 2 comments

Call it the great digital housecleaning of digital media. Six or seven years ago, media companies were scrambling to buy digital assets. Properties like MySpace, IGN, Fandango, iVillage and DailyCandy were gobbled up by media conglomerates who wanted to stake an online claim and appear, at least to their shareholders, like they had a read on the... Call it the great digital housecleaning of digital media. Six or seven years ago, media companies...

Apple CEO Tim Cook announcing Apple Pay. Photo by Bloomberg.

Apple Eyes New Uses for NFC Beyond iPhone Payments

By Amir Efrati · Oct 27, 2014 7:01am PDT · 2 comments

Consumers are just starting to use Apple Pay to make purchases at cash registers and online stores. But Apple representatives have also talked to potential partners about using the technology behind Apple Pay for other sorts of transactions, including building security access and accepting tickets at public transit turnstiles. The Apple... Consumers are just starting to use Apple Pay to make purchases at cash registers and online...

Google's infrastructure chief, Urs Holzle.

Google Accelerates Cloud Offensive

By Amir Efrati and Steve Nellis · Oct 23, 2014 7:00am PDT · 2 comments

Google is getting serious about cloud services. For the past two years, the business of running applications for other customers in Google data centers appeared to be a low-priority hobby for the tech giant. But now, as Microsoft and Amazon race ahead, Google executives are prodding their engineers to make its public cloud as fast and powerful... Google is getting serious about cloud services. For the past two years, the business of running...

A phone running Android One. Photo by Bloomberg.

Google Combats Open-Source Android Smartphones

By Amir Efrati · Oct 21, 2014 7:01am PDT · 1 comment

A phone running Android One. Photo by Bloomberg.

Google Combats Open-Source Android Smartphones

By Amir Efrati · Oct 21, 2014 7:01am PDT · 1 comment

Google is taking steps to curtail the proliferation of smartphones powered by open-source Android, which left unchecked could threaten Google’s revenue from the mobile operating system. New data show that open-source Android devices, once thought to be prevalent only in China, may represent more than 30% of total Android smartphones in... Google is taking steps to curtail the proliferation of smartphones powered by open-source...