The Core

Why We Are Here => Water Cooler => Topic started by: agerhart on November 11, 2010, 05:22:29 PM

Title: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: agerhart on November 11, 2010, 05:22:29 PM: http://www.businessinsider.com/yahoo-hints-at-3-billion-offer-for-groupon-2010-11
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: grnidone on November 11, 2010, 05:26:44 PM: I have a comrade who is in the coupon and discount space...there is *big* money in this niche.
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: PaulH on November 11, 2010, 06:38:10 PM: Would be one of yahoo's best buys
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: DrCool on November 11, 2010, 06:53:56 PM: Quote from: PaulH on November 11, 2010, 06:38:10 PM
Would be one of yahoo's best buys

It would be one that might actually make money. Groupon takes a pretty big chunk from the merchants. Looking at some of the recent Groupons for some cities I would guess they average 800-1000 sales a day per market. If they make $10-20 average per sale? Could be a big cash cow assuming they know how to keep their overhead down.

But I still don't see 3-4 billion there yet. It would still be a speculative purchase based on future growth which has burned Yahoo on a lot of their acquisitions.
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: JamesR on November 11, 2010, 09:05:55 PM: And with Facebook coming up with a Groupon killer, I would chalk this one up to another of Yahoo's less than spectacular buys
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: JamesR on November 11, 2010, 09:32:54 PM: Aaron just launched a nice infographic displaying Yahoo brilliance over the years:

http://www.scores.org/graphics/yahoo/
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: littleman on November 12, 2010, 02:21:45 AM: Quote from: JamesR on November 11, 2010, 09:05:55 PM
And with Facebook coming up with a Groupon killer, I would chalk this one up to another of Yahoo's less than spectacular buys

I think that's a real possibility. But it sort of reminds me of Netflix vs. Block Buster, I thought that once BB got into mail in DVDs that it would kill Netflix, but instead Netflix killed BB. So, who knows?
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: TallTroll on November 12, 2010, 11:34:35 AM: They aren't buying the revenues, they are buying the user relationship data. Who refers who, and for what products, in what locations. It's cleaner data than FBs (by a country mile), and already commercialised. Whats not to love?

As a side issue, I see people talking about FBs 500m users. No. FB has like, 100m users, and 400m bots and fake profiles (ok, maybe that's a slight exaggeration, but you get my point). I know for certain that the hot, blond, bisexual chick I'm "friends" with, is actually a fat bloke ;D. Most of "her" friends have no clue
Title: Re: Yahoo's Informal Offer To Buy Groupon: $3 Billion To $4 Billion
Post by: 4Eyes on November 12, 2010, 12:11:49 PM: Given TT's last comment, I think now is a good time for me to make it clear that I don't do Facebook.