I have been thinking about the Microsoft – Skype deal and started thinking, who else could be a target for the tech elephants? Obviously Google was rebuffed in its attempts to acquire Groupon. First the ground rules, the big elephants: Microsoft, Google, Facebook, Amazon and Apple, everyone else is a “target.” So here are some thoughts:
- Apple will go after Netflix and will integrate the asset into iTunes as well as look to revitalize Apple TV. Amazon is rumored to be starting a streaming video service and with the Kindle and the rumor of Amazon pushing out a new tablet, Apple will want to stay ahead of that curve. Apple will also be able to hardwire NetFlix into the iPhone or iPad…maybe even come out with a dumb down version of the iPad which is a streaming device for iTunes and Netflix.
- Facebook will purchase Yahoo! The one time tech elephant has seen itself be downgraded to a “has been” in the tech world – by the way of AOL. I know that Facebook has announced that it will have an email service, but why not just acquire it via Yahoo! For all their issues, Yahoo still has very strong email service. Add to this the assets such as Yahoo Finance and Yahoo Messenger, and Facebook would have a valuable asset to partner with their existing assets to continue to challenge Google.
- Amazon will look to acquire a location based service such as 4square. The location based service has added some specials to their check ins allowing them to sneak into the Groupon space. But why would they be a good fit for Amazon? Because Amazon is the world’s biggest online retailer. Since we, well some of us, go to Amazon to purchase a whole host of products why not combine your online shopping trends with where you are going in the real world. This might sound like a privacy nightmare, but for Amazon the ability to match the two trends would be a gold mine when it comes to advertising and promotions. Amazon also provides the eCommerce engine for many smaller vendors, what about this idea: you check in via 4square to a location, there is a special for a product, if you purchase and show your check in you get a discount or if you want you can jump to the Amazon site to see if you can have it shipped…or even price shop. Retailers might not like that but they will like the ability to target clients.
- Google will look to acquire Hulu to add the network streaming service to YouTube. They will create a Hulu landing page on YouTube, add that regular content to YouTube giving it some structure on top of it self created content. Google should look to create more formal channels on YouTube while not taking away from the power of YouTube’s self created content. Google might also think about acquiring AOL, why? AOL has bee quietly reinventing itself and acquiring social marketing assets as well. Google would get a portfolio of social assets in one simple purchase.
Just some thoughts on which dominos could fall next. Who do you think is the next target?