Disruption in media business – 4 points sometime forgotten

digital disruption

You want your company to survive in digital-era? Four potential areas to check are: channel approach, processes, scope and people. Failing to be digital in any of these areas may significantly hinder down your capability to survive in ever increasing competition or just make your profits go down.

Continue reading Disruption in media business – 4 points sometime forgotten

Difference between digitalization & industrialization phases?

I was reading an article and realized that people sometimes get confused with different features of these two disruptive phenomenon. First has made huge impact already and second is impacting some areas, big wave of digitalization is still just forming.

Continue reading Difference between digitalization & industrialization phases?

Alibaba: biggest tech IPO? – how story continues

I didn’t have time to write during #IPO of #Alibaba, but I had positive feelings about this one due to its dominant market position in China. First quarterly report seem to be quite impressive as expected. Although few questions remain open.

Continue reading Alibaba: biggest tech IPO? – how story continues

IPO of King – first day going as expected based on valuation comparison

Few days ago I was little too rough on estimating “fair” value of King. I gave range of 20-40% over valued in that previous post. First day’s drop was -16% for IPO valuation. Following up closely how second day opens up.

Source: Yahoo Finance

Continue reading IPO of King – first day going as expected based on valuation comparison

Enterprise architecture – transformational industries

I was participating yesterday in an interesting panel discussion organized by KAOS (Enterprise architecture knowledge community). We were talking about transformational industries and impact of enterprise architecture in that scene. Here I collected few of my own takeaways and thoughts risen by the discussion (Not fully covering, just a flow of thoughts around the topic). Continue reading Enterprise architecture – transformational industries

Breakthrough Ideas for Growth – how to reach longterm success?

Yesterday there was IMD alumni club meeting hosted by Fonecta with interesting panel discussion. Panel was chaired by Professor Seán Meehan from International institute for Management Development. The panelists were Kimmo Alkio from Tieto, Timo Hiltunen from Fonecta and Harri Kerminen from Finnpro. They were addressing the topic of creating growth from perspective of their companies.

Professor   Seán Meehan

Continue reading Breakthrough Ideas for Growth – how to reach longterm success?

Cybersecurity – growing market?

Previous week was quite active in cyber security scene: collapsing cn-domains, twitter hick-ups, unpublished online news papers.  Some splashes went over to my tiny site too: I got suddenly few thousand new readers. Unfortunately they were reported either unknown robots or know spamming IPs. Continue reading Cybersecurity – growing market?

Impact of Alibaba’s IPO to Yahoo?

It will be interesting to see how Alibaba’s potential IPO will impact into Yahoo. Yahoo has 23% stake of Alibaba. Value estimates of Alibaba seem now been dropping from $100 billion into area of 70-80 billion. Even with that Yahoo’s stake would be worth 16-18 billion. Continue reading Impact of Alibaba’s IPO to Yahoo?

Alibaba – Does it say “open sesame” for IPO treasure?

There is nice story about treasure behind name of this Chinese company.

Impressive is also the company carrying this name: their profit rose from US$1.02 billion to US$1.84 billion. Expected revenue level for 2016 is even more attractive: US$18 billion!  The analysts are taking it from there adding nice 25x multiple with 20 per cent discount rate and thus reaching an entity worth US$98 billion today. So it seems as valuable as Facebook was during IPO.

It will be interesting to see what happens. I do not predict any specific fate for this “treasure box”, but rather pointing few things that make me wonder.

Alibaba’s market share: Alibaba is currently dominating huge share of Chinese online market. It seems difficult to maintain current position, if competition is opening up.

Alibaba’s market: Alibaba is focused in China. The growth expectations of that market seem to be slowing down from faster period of growth experienced earlier.

Analysts seem to be little undesided too with the valuation. The latest comment i found has already decreased estimate to $62 billion. Timing is cruicial in IPO as you can see from valuation changes. Intresting to see what happens. Merchandise is excellent, but what it is worth?