Let’s see how Quid segments the online video market. We’ll look to find high growth sectors and whitespace opportunities in this space to identify signals to give you a competitive edge.
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
Online video Landscape
1. Contact
cconnors@quid.com
+1 503.460.7106
quid.com
@quid
What is Quid? Quid expands your ability to comprehend massive
amounts of information on any given topic. Through interactive visual
maps, we make it easy to navigate your own way through the world’s
collective intelligence and see relationships previously hidden. We
enable you to realize ideas and decisions based on the best information
available, not just what time allows for.
Let’s see how Quid segments the online video
market. We’ll look to find high growth sectors
and whitespace opportunities in this space to
identify signals to give you a competitive edge.
2. H O W T O : N E T W O R K V I S U A L I Z AT I O N S
Quid reads large volumes of text information and then creates a visual, interactive map which can be used to interpret
hidden relationships and ideas
Each node represents a company;
nodes sized by degree represent the
number of connections that node has
with other nodes (i.e., similarity)
Connections represent similar
language/technology used
across nodes (companies)
A node bridging two clusters can indicate a
company that synthesizes disparate
technologies
Dense clusters contain
highly similar companies
Less distance between clusters
indicates a high number of inter-
related companies/technology
Greater distance between clusters
indicates a low number of inter-
related stories
Centrally located companies are core
to the conversation, indicating core
technology or bridging innovation
Peripheral clusters are
less central to the
conversation but are
more unique
Spread out clusters contain highly
differentiated technology
Similar nodes typically cluster together and
clusters are grouped by color
3. O N L I N E V I D E O C O M PA N Y L A N D S C A P E
4. 1. Includes companies that were private at any time between January 2010 and May 2015
2. Includes publicly disclosed private investments and market exits between January 2010 and May 2015
Q U I D I D E N T I F I E D R E L AT I O N S H I P S B E T W E E N T H E ~ 9 0 0 C O M PA N I E S B Y
C R E AT I N G A M A P O F R E C E N T O N L I N E V I D E O I N N O VAT I O N
9 1 0 1
C O M PA N I E S W I T H
$ 1 8 B 2
T O TA L I N V E S T M E N T
O N L I N E V I D E O L A N D S C A P E
5. Q U I D T H E N C R E A T E D A N O N T O L O G Y O F T H E O N L I N E V I D E O S PA C E
(A) Digital Media (44%)
(B) Infrastructure (38%)
(C) Marketing (16%)
A
B
C A T E G O R I E S : H I G H - L E V E L C L A S S I F I C A T I O N
C
6. D I G I TA L M E D I A ( 4 0 4 )
1. C O N T E N T C R E AT I O N & D I S T R I B U T I O N ( 1 4 4 )
2. S T R E A M I N G M E D I A P L AT F O R M S & S E R V I C E S ( 9 8 )
3. G A M I N G ( 7 0 )
4. C O N T E N T C U R AT I O N & R E C O M M E N D AT I O N ( 6 8 )
5. R I C H M E D I A C O N T E N T & D E L I V E RY ( 2 4 )
I N F R A S T R U C T U R E ( 3 5 4 )
6. S O C I A L V I E W I N G & S H A R I N G ( 9 7 )
7. W I R E L E S S N E T W O R K S & T E L E C O M S E R V I C E S ( 9 4 )
8. E N T E RTA I N M E N T D E V I C E S & O N L I N E V I D E O S E R V I C E S ( 7 0 )
9. C O N T E N T D E L I V E RY ( 4 9 )
10. V I D E O I N F R A S T R U C T U R E & W I R E L E S S S E R V I C E S ( 4 4 )
M A R K E T I N G ( 1 5 2 )
11. V I D E O A D V E RT I S I N G ( 9 2 )
12. M E D I A A N A LY T I C S ( 6 0 )
1
C O M M U N I T I E S : L O W E R - L E V E L C L A S S I F I C A T I O N
O N L I N E V I D E O , G R O U P E D B Y C O M M U N I T Y, S I Z E D B Y
N U M B E R O F C O M PA N I E S , C O L O R E D B Y C A T E G O RY
2
3
4
5
6
7
8
1 0
9
1 1
1 2
3 C A T E G O R I E S W I T H 1 2 G R A N U L A R C O M M U N I T I E S E M E R G E
7. F O U N D I N G Y E A R D I S T R I B U T I O N Post
20141980
Y O U T U B E ’ S A R R I VA L C A M E A T T H E P E A K O F V I D E O G R O W T H
1990 2000
Pre-
2005Founding Year
8. Category
Number Of
Companies
Total Exit
Amount ($M)
Number Of
Exit Events
Total Private
Inv. Amount
($M)
Number Of
Priv. Inv. Events
Median Private
Inv. ($M)
Median
Founding Year
Digital Media 404 2,249 8 6,588 860 5.5 2008
Infrastructure 354 11,903 18 8,874 798 10.0 2004
Marketing 152 - 0 2,827 368 17.4 2007
I N F R A S T R U C T U R E C O M PA N I E S A R E O L D E R + H A V E S E E N L A R G E E X I T S ; D I G I TA L M E D I A R E C E I V E S T H E M O S T A C T I V I T Y
9. Community
Number Of
Companies
Total Exit
Amount ($M)
Number Of Exit
Events
Total Private Inv.
Amount ($M)
Number Of Priv.
Inv. Events
Median Private
Inv. ($M)
Median
Founding Year
Content Creation & Distribution 144 1,318 2 2,953 294 4.7 2008
Streaming Media Platforms & Services 68 - - 878 139 3.1 2008
Gaming 49 - - 911 120 12.7 2005.5
Content Curation & Recommendation 70 - - 871 136 5.2 2007
Rich Media Content & Delivery 70 930 6 1,075 138 8.0 2006
Social Viewing & Sharing 60 - - 960 125 16.5 2006
Wireless Networks & Telecom Services 24 - - 272 55 4.1 2006
Entertainment Devices & Online Video
Services
97 5,577 6 1,614 226 9.3 2004
Content Delivery 98 - - 1,411 234 7.4 2009
Video Infrastructure & Wireless Services 92 - - 1,867 243 18.2 2007
Video Advertising 44 4,078 8 1,022 141 24.5 2001
Media Analytics 94 2,248 4 4,455 175 17.0 2002
S T R E A M I N G M E D I A P L A T F O R M S H A V E L O W E S T E N T RY C A P I TA L C O S T S ; M E D I A A N A LY T I C S S E E S T H E M O S T I N V E S T M E N T
10. I N F R A S T R U C T U R E WA S A P R E - C U R S O R A N D R E Q U I R E D S U B S TA N T I A L C A P I TA L
I N F R A S T R U C T U R E C O M PA N I E S W E R E T H E F O U N D A T I O N F O R N E W A P P L I C A T I O N S & R E Q U I R E D S U B S TA N T I A L
I N V E S T M E N T E A R LY O N ; S P U R R I N G T H E E X PA N S I V E G R O W T H O F M E D I A & M A R K E T I N G C O M PA N I E S S I N C E 2 0 0 6
A G E V S . I N V E S T M E N T R E C E I V E D
11. G O O G L E & C O M C A S T, T W O O F T H E M O S T A C T I V E I N V E S T O R S , E X H I B I T O P P O S I T E S T R A T E G I E S
C O M C A S T F O C U S E S O N I N F R A S T R U C T U R E W H I L E G O O G L E P L A Y S I N M A R K E T I N G & D I G I TA L M E D I A
D I F F E R E N T I N V E S T M E N T S T R A T E G I E S H I G H L I G H T E D B Y I N V E S T O R S
12. T O P I N V E S T O R S : M O S T P R O L I F I C
Redpoint Ventures
Intel Capital
New Enterprise Associates
500 Startups
Avalon Ventures, LLC
Accel Partners
Greycroft Partners LLC
Draper Fisher Jurvetson
Lerer Hippeau Ventures
Time Warner Investments 11
12
13
14
14
15
16
17
23
23
# of Investments
13. Charter Communications
Scientific-Atlanta
BC Partners
Oracle Corporation
Asia Pacific Telecom
MegaFon
Walt Disney
Advent International
CSC Holdings
Bain Capital $1,252
$1,365
$1,692
$1,700
$1,746
$1,977
$2,045
$2,659
$5,063
$13,058
Total Invesment ($M)
T O P I N V E S T O R S : L A R G E S T I N V E S T O R S
14. A D D I T I O N A L H I G H L I G H T S
• T H E R E I S A N A N I N C R E A S I N G R A N G E O F S E R V I C E S T H A T A L L O W C O N S U M P T I O N ,
C R E A T I O N & D I S T R I B U T I O N O F O N L I N E V I D E O F O R C O N S U M E R S .
• U N S U R P R I S I N G LY, I N F R A S T R U C T U R E C O M PA N I E S A R E O L D E R & M O R E M A T U R E , M A N Y
H A V E S E E N L A R G E E X I T S ; E N A B L I N G I N F R A S T R U C T U R E WA S T H E F O U N D A T I O N W H I C H
H A S A L L O W E D T H E P R O L I F E R A T I O N O F A P P L I C A T I O N S S P U R R I N G T H E E X PA N S I V E
G R O W T H O F M E D I A & M A R K E T I N G C O M PA N I E S S I N C E 2 0 0 6 ( PA G E 9 )
• W E H A V E S E E N I N C R E D I B L E G R O W T H & C O M PA N Y C R E A T I O N I N T H I S I N D U S T RY. T H E
T R E N D I N N E W C O M PA N I E S B E I N G F O U N D E D S A W E X P O N E N T I A L G R O W T H ; Y O U T U B E WA S
B O R N A T T H E P E A K O F T H I S WA V E ( PA G E 6 )
• L I G H T S Q U A R E D I S T H E G O L I A T H I N I N F R A S T R U C T U R E W I T H ~ $ 2 . 5 B N R A I S E D . H O W E V E R ,
H U L U , T H E B E T T E R - K N O W N C O N S U M E R - FA C I N G C O M PA N Y, H A S R A I S E D $ 8 5 0 M N A N D
R E M A I N S P R I VA T E
• S E R V I C E S ( S T R E A M I N G M E D I A & T E L E C O M S E R V I C E S ) & C O N T E N T D I S T R I B U T I O N H A V E
L O W C A P I TA L R E Q U I R E M E N T S T O G E T S TA R T E D . M E D I A N I N V E S T M E N T A M O U N T I S < $ 5 M .
H O W E V E R T H E E X I T S ( W I N N E R S ) D O S E E M T O H A V E R E Q U I R E D S I G N I F I C A N T C A P I TA L
( PA G E 8 )
15. H U M A N I N T U I T I O N AT
S U P E R H U M A N S C A L E
Contact
cconnors@quid.com
+1 503.460.7106
quid.com
@quid