Categories
Publishing

AOL Inc. (AOL) : Thinking Out Loud

– Will be listed today
– zero debt
– current CEO is ex-GOOG, in charge of ads (how much will that change in terms of strategy?)

Revenue Source
– dial-up subscribers,
– ads revenue
– content licensing

Competitors
– YHOO, GOOG, MSFT etc

Risk
– falling ads revenue for the possible next quarters (may report its first quarter with increased revenue due to holiday season)
– primarily a US play, how are they going to attract audience beyond the shores of US or increase its share?

Opportunity
– publishing industry going through restructuring
– opportunity to hire talents and seek new shores
– most likely will put together a plan to grow revenue from mobile devices
– possible partnership or acquisition with Garmin (mapping is an important play on many companies now, AOL also owns maps)

What else?