Will Netflix, Amazon Implosions Hit Groupon’s IPO?

Oct 26, 2011, 1:32 pm EDT
Will Netflix, Amazon Implosions Hit Groupon’s IPO?

The buzz from Groupon’s IPO roadshow has been quiet, which is probably a good thing. Over the past few months, the company has suffered from several major blunders, such as a major restatement of its revenue and earnings as well as the departures of several key executive officers.

However, Wall Street investors did get some other unsettling news items, which could be a drag on Groupon’s IPO. Netflix (NASDAQ:NFLX) has plunged nearly 35% since its earnings report and is off 74% from its high in July. In fact, the loss in Netflix’s market cap equals the consensus current value of Groupon.

But there was also another horrible data point: Amazon.com’s (Nasdaq:AMZN) stock plunged 10% on Wednesday after its earnings report late Tuesday. Read 

Jive — The Facebook of Business

Oct 26, 2011, 11:34 am EDT

Just as social networking has changed millions of lives, Jive wants to do the same for businesses. The company calls its technology “social business software,” and when you take a look at it, you’d think it was Facebook.

Jive thinks it can turn this social magic into an IPO. The company filed for its offering in late August and might pull off the deal within the next couple months. The underwriters include Morgan Stanley (NYSE:MS) and Goldman Sachs (NYSE:GS).

Jive has two sides: First, employees can collaborate on projects, such as with real-time status updates and file sharing. Next, there is a similar interface for a company’s partners and customers. Access is on all platforms, desktop or mobile. Read 

‘Daily Deal’ Mockup Touts Groupon IPO at 60% Discount – a Steal!

Oct 25, 2011, 3:53 pm EDT
‘Daily Deal’ Mockup Touts Groupon IPO at 60% Discount – a Steal!

On the lighter side of the Groupon IPO, there is a humorous mock up going around of a “Daily Deal” where customers can gain access to … the Groupon stock IPO!

Groupon plans to sell shares between $16 and $18 apiece on or around November 4. Newly minted Groupon stock will appear on the Nasdaq with the ticker GRPN.

If you believe the snarky Daily Deal ad going around, that’s a 60% discount on shares — and some 10,000 folks have already taken up the offer. Read 

VC Cameron Lester Talks Up Tumblr

Oct 25, 2011, 2:21 pm EDT
VC Cameron Lester Talks Up Tumblr

I recently talked to Cameron Lester, who is a venture capitalist at Azure Capital. His firm has backed breakout companies like VMware (NYSE:VMW) and Bill Me Later, which was sold to eBay (NASDAQ:EBAY). Cameron also was an early investor in Salesforce.com (NYSE:CRM).

For the most part, we talked about his portfolio companies, especially Zend (provides cloud technologies) and Twitvid (allows for sharing of videos on Twitter). But I also snuck in a couple questions about the IPO market.

For the most part, he does not expect to see a flood of IPOs hit the market, at least over the next year. As should be no surprise, he thinks serious macroeconomic issues will continue to make things difficult for companies to come public. Read 

Zynga Priming Pre-Turkey Day IPO

Oct 25, 2011, 10:39 am EDT

It’s going to be a busy November for IPOs.

On Nov. 4, Groupon will see if it can find enough buyers for its deal at a hefty $11-plus billion valuation. Then, on the week of Nov. 24, game-maker Zynga will try to pull off its offering, according to a Reuters report. Zynga’s valuation actually is expected to be $14 billion (at least according to the prospectus). This would make the company more valuable than Electronic Arts (NASDAQ:ERTS).

Crazy stuff? Perhaps. But Zynga clearly is the dominant player in social games, especially on the Facebook platform. Popular titles include FarmVille and CityVille. In all, Zynga’s games have about 60 million average daily active users. Read 

Guidewire Software Looks to Insure IPO Success

Oct 24, 2011, 11:06 am EDT
Guidewire Software Looks to Insure IPO Success

From 1999 to 2001, Marcus Ryu was vice president of strategy for Ariba (Nasdaq:ARBA). It was a good way to understand big changes in the software industry. His next stint was to start his own company, Guidewire Software, to serve the insurance industry.

It worked quite well. Now, Guidewire is gearing up for its next phase – becoming a public company. The underwriters for the company’s IPO include JPMorgan, Deutsche Bank and Citigroup. The offering is likely to hit the markets in early 2012.

The main focus for Guidewire is on the property & casualty marketplace. Essentially, the company’s software handles a policy administration, claims management and billing. Read 

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