Kevin Kelleher

Kevin Kelleher is a writer living in the San Francisco Bay Area. He has worked at Bloomberg, Wired News and The Industry Standard magazine and has written for Wired magazine, Reuters, Fortune, GigaOm, Popular Science, Salon, Portfolio as well as many others.

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    Okay, now Netflix investors are just acting silly

    No, we’re not close to being in another bubble in tech stocks, but from the perspective of fundamental analysis there are signs that things are getting silly. It’s not just Twitter heading for the public markets with an 11-digit valuation and nary a whiff of black ink. Or that the fuzzy math being used to justify high valuations reminds some seasoned veterans of crazier times. There is also Netflix, a company that has not only emerged as a…
  • oliver-twist-007

    OpenTable is hoping for a second serving

    Remember back in May 2009, when OpenTable went public? At the time, there was a lot of skepticism surrounding the company, mostly because it had recently swung from a history of losses to two quarters of operating profit. Some called investing in OpenTable a “tough call.” Others suggested investors think twice before buying into the IPO. The reasons were straightforward enough, or at least they were back then. It wasn’t just the last stages of the dot-com hangover.…
  • great-dictator

    Google: World domination starts today

    Right off the bat in Google’s conference call to discuss earnings Thursday, CEO Larry Page had this to say: “People tend to overestimate the impact of technology in the short-term, yet underestimate the scale of change longer term.” Substitute “Google” for “technology” in that sentence – which may in fact be the subtext Page was going for – and it still rings true. Every quarter, analysts ask Page for updates on some of the company’s more ambitious projects like…
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    Zulily: This is what a fully-baked IPO looks like

    In the Cantos, Ezra Pound wrote about a Chinese emperor who had these words written on his bathtub: “Make it new, day by day make it new.” Along with Pound, a century of poets and artists have drawn inspiration from those words until they began to sound like a cliché. But the more the web evolves, the more the motto applies to online businesses as well. One example is Zulily, which…
  • janus_feminin

    Is Twitter a hot IPO or an overhyped one? Yes.

    Remember that old drawing that, depending on your perspective, could be a young woman turning her head to look at a bright future or a haggard old lady with a tired gaze? Reading through Twitter’s prospectus, I half-expected to see that chestnut included there. Because it’s the perfect illustration of how this company’s outlook is portrayed in its own words. Twitter’s S-1 document is full of financial data, as you would expect from any responsible company planning to list its…
  • from left, facebook, twitter

    If Twitter is the anti-Facebook of IPOs, it has Facebook to thank

    If the IPO market for social media companies were a three-act play, Act One would be LinkedIn, Facebook would represent the distressing second act and the Twitter IPO – announced by the company today on its own service – would be Act Three, an act that looks to be set up for a very happy ending. Unless some economic or financial shock sends the broader stock market lower in coming months, Twitter will be sailing into public waters under conditions…
  • apple

    When excellence simply isn’t good enough for Apple

    Nearly a year ago, Apple’s stock was trading at $705 a share, capping a fourfold increase over the previous three years. That peak price came only a few days after Apple introduced the iPhone 5. At the time, Apple rightly boasted that this was the best phone ever designed and manufactured. An achievement worth bragging about, given the rising competition in the smartphone space. We all know what has happened since. Apple’s stock fell as low as $385 in…
  • steveballmer_flat

    Good night, Ballmer. And good luck, Microsoft

    So Steve Ballmer has done what many have clamored for and fewer saw happening so soon: He’s resigning. Viewed one way, he’s being pushed out. From another (Ballmer’s view), this is simply the “right time” for a transition. Either way, the Steve Ballmer era is over. And it wasn’t Microsoft’s most glorious era. Ballmer is the face of Microsoft in middle age. A man whose image pales next to the magnanimous philanthropy of the middle-aged Bill Gates. And even more…
  • Alexander_and_the_terrible_horrible_no_good_very_bad_day

    It has not been a good week to be Tim Cook

    Last Friday, a report on Fox Business said that Apple’s board was concerned about the pace of innovation at the company. That’s hardly surprising. With Apple’s stock having lost a third of its value over the past year, the board would be negligent not to have this kind of talk with the CEO, even Apple’s CEO. What’s notable is that the news leaked to the press, turning it from an internal conversation to a stain on Cook’s public image.…
  • sbtreasure

    Groupon’s stock surge: Mobile is a treasure chest, if you can just unlock it

    A year ago, the mobile Web was seen as something of a conundrum, a magical box of treasures with a lock clasped on it that nobody seemed to know the combination of. In the past few months, however, things have changed quickly. Companies are showing significant progress in monetizing their growing base of mobile users. And in two cases, Facebook and Groupon, mobile is changing the way investors and others are viewing their outlooks. For these companies, monetizing mobile users…

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