Comments on: On the Road to An IPO, Jingle Networks Prepares to Launch A Voice Ad Network. http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/ Startup and Technology News Fri, 27 Nov 2009 02:51:05 -0800 hourly 1 By: Jingle Networks Launches Voice Ad Network | Brian Roy’s Blog http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2457048 Jingle Networks Launches Voice Ad Network | Brian Roy’s Blog Thu, 04 Sep 2008 13:56:15 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2457048 [...] few months ago, we wrote about Jingle Networks’ intention to start a voice ad network that would see companies that receive a high-volume of calls place ads [...] [...] few months ago, we wrote about Jingle Networks’ intention to start a voice ad network that would see companies that receive a high-volume of calls place ads [...]

]]> By: Jingle Networks Launches Voice Ad Network | SesliChat Sesli Sohbet http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2456156 Jingle Networks Launches Voice Ad Network | SesliChat Sesli Sohbet Wed, 03 Sep 2008 19:52:54 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2456156 [...] few months ago, we wrote about Jingle Networks’ intention to start a voice ad network that would see companies that receive a high-volume of calls place ads [...] [...] few months ago, we wrote about Jingle Networks’ intention to start a voice ad network that would see companies that receive a high-volume of calls place ads [...]

]]> By: 411_expert http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2333947 411_expert Wed, 28 May 2008 18:28:33 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2333947 I used $4/per new user but said $5 which I think more realistic. At $5 per new user, we're talking a 4.5% IRR. I think you'd be better off in Treasuries? If you factor in that I forgot your user base probably turns at LEAST 10% /year, this model needs another $25M in marketing costs/year to maintain that 50M users (BTW, that's a heck of a lot of users, good luck). And one have to be pretty lucky to net 10 cents on average/call given partnering sharing costs at 10-40%. So in this scenario, let's say your average net is 8 cents and by some miracle you can get cost per call down to five cents, that's 3 cents net per call, so 8 cents x 200M/call month x 12 mos. is, call it $200M revenue, netting 3 cents or 38% on $200M revenue or $76M gross, less SG&A of 10% less steady state acquistion costs of $25M less taxes nets $18M. At 20x P/E thats just $360M value. But you invested $225M in marketing costs plus the cost of buying it to get there? Really can't see how anyone could net even close to a minimum expectation of 20% IRR. I wish these models well because I think its cool when people dream up giving things for free, but if you do the math it's hard to make this work. Clearly, it's not worth much today. Is this one of those broken models by Web 1.0ers that are still living in that distortion field? Guess well see. Just an opinion. I used $4/per new user but said $5 which I think more realistic. At $5 per new user, we’re talking a 4.5% IRR. I think you’d be better off in Treasuries?

If you factor in that I forgot your user base probably turns at LEAST 10% /year, this model needs another $25M in marketing costs/year to maintain that 50M users (BTW, that’s a heck of a lot of users, good luck). And one have to be pretty lucky to net 10 cents on average/call given partnering sharing costs at 10-40%. So in this scenario, let’s say your average net is 8 cents and by some miracle you can get cost per call down to five cents, that’s 3 cents net per call, so 8 cents x 200M/call month x 12 mos. is, call it $200M revenue, netting 3 cents or 38% on $200M revenue or $76M gross, less SG&A of 10% less steady state acquistion costs of $25M less taxes nets $18M. At 20x P/E thats just $360M value. But you invested $225M in marketing costs plus the cost of buying it to get there? Really can’t see how anyone could net even close to a minimum expectation of 20% IRR.

I wish these models well because I think its cool when people dream up giving things for free, but if you do the math it’s hard to make this work. Clearly, it’s not worth much today. Is this one of those broken models by Web 1.0ers that are still living in that distortion field? Guess well see. Just an opinion.

]]> By: 411_expert http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2333812 411_expert Wed, 28 May 2008 17:16:10 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2333812 Looks like a bit of timely marketing? I'm trying to understand this ad network description and the model for this delivery mechanism. So 20M calls/month. Maybe people use it 4 x/month will say. So, 5M users. Seems we've been hearing this 20M/month for awhile, so no growth, clear marketing expendiure needed. To even be considered worthy of an ad network, probably need the ability to show 200M deliveries/month (small on a web scale, but this is a different, "live user" delivery method, though unproven). So at 4 calls/month, would need to build additional 45M users against the backdrop of 10 competing services? At $5/net cost, that's a required $180M further investment. This thing isn't profitable from that perspective, obviously its not self funding at this point. So, you spend $180M on top of the cost of buying or IPOing this animal, call it an investment of $350M? If you have gross ten cents per call and it costs 7 cents to deliver, you're netting 3 cents. On 200M/calls/mo x 12 x 3 cents, you have margin of $72M, net out huge SG&A (S especially) at say 10%, that leaves $48M, taxed at 45%, that leaves net of $26M at 20x P/E it's worth $500M maybe 5 years from now (with very generous assumptions, since the cost of new users will be driven up given all the competing services and this one offering just the same as the others). That's a 7% IRR in the best case? This hand isn't even a pair of jacks. Looks like a bit of timely marketing? I’m trying to understand this ad network description and the model for this delivery mechanism. So 20M calls/month. Maybe people use it 4 x/month will say. So, 5M users. Seems we’ve been hearing this 20M/month for awhile, so no growth, clear marketing expendiure needed. To even be considered worthy of an ad network, probably need the ability to show 200M deliveries/month (small on a web scale, but this is a different, “live user” delivery method, though unproven). So at 4 calls/month, would need to build additional 45M users against the backdrop of 10 competing services? At $5/net cost, that’s a required $180M further investment. This thing isn’t profitable from that perspective, obviously its not self funding at this point. So, you spend $180M on top of the cost of buying or IPOing this animal, call it an investment of $350M? If you have gross ten cents per call and it costs 7 cents to deliver, you’re netting 3 cents. On 200M/calls/mo x 12 x 3 cents, you have margin of $72M, net out huge SG&A (S especially) at say 10%, that leaves $48M, taxed at 45%, that leaves net of $26M at 20x P/E it’s worth $500M maybe 5 years from now (with very generous assumptions, since the cost of new users will be driven up given all the competing services and this one offering just the same as the others). That’s a 7% IRR in the best case? This hand isn’t even a pair of jacks.

]]> By: solidoctopus http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2332145 solidoctopus Wed, 28 May 2008 01:02:46 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2332145 Personally I prefer having more options than less, and unfortunately not all services are equal. I just might be lucky and computers love my voice, but I don't see the point in having a human on the other line when they're just giving me the same information. At least FREE-411 gives out driving directions and residential listings, something google and 411-save don't do. The market will speak re: which is best, I guess. Personally I prefer having more options than less, and unfortunately not all services are equal. I just might be lucky and computers love my voice, but I don’t see the point in having a human on the other line when they’re just giving me the same information. At least FREE-411 gives out driving directions and residential listings, something google and 411-save don’t do.

The market will speak re: which is best, I guess.

]]> By: pinetrees10 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2322327 pinetrees10 Fri, 23 May 2008 18:43:04 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2322327 The voice ad exchange idea is not new, but is intriguing. Advertisers need a way to quickly determine the best way to participate on the MANY available free directory assistance services...and possibly other voice-activated ad-supported phone-based services too. There is a fast-growing list of free directory assistance/information services...all trying to get our search attention. I will be trying out all of these on a regular basis, just to see what's new. I personally prefer the ones that have operators to help when the automation doesn't recognize me and that also don't restrict me to only business searches - sometimes I need to find people, too! The QUALITY of the information I get and the speed at which I get it is also very important to me. 1-800-YellowPages (800-935-5697) 1-800-2ChaCha (800-224-2242) 1-800-411-SAVE (800-411-7283) 1-800-555-Tell (800-555-8355) 1-800-Call-411 (800-225-5411) 1-800-Call-Dex (800-225-5339) 1-800-Free-411 (800-373-3411) 1-800-Goog-411 (800-466-4411) 1-800-Info-Fast (800-463-6327) 1-800-The-Info (800-843-4636) The voice ad exchange idea is not new, but is intriguing. Advertisers need a way to quickly determine the best way to participate on the MANY available free directory assistance services…and possibly other voice-activated ad-supported phone-based services too. There is a fast-growing list of free directory assistance/information services…all trying to get our search attention. I will be trying out all of these on a regular basis, just to see what’s new.

I personally prefer the ones that have operators to help when the automation doesn’t recognize me and that also don’t restrict me to only business searches – sometimes I need to find people, too! The QUALITY of the information I get and the speed at which I get it is also very important to me.

1-800-YellowPages (800-935-5697)
1-800-2ChaCha (800-224-2242)
1-800-411-SAVE (800-411-7283)
1-800-555-Tell (800-555-8355)
1-800-Call-411 (800-225-5411)
1-800-Call-Dex (800-225-5339)
1-800-Free-411 (800-373-3411)
1-800-Goog-411 (800-466-4411)
1-800-Info-Fast (800-463-6327)
1-800-The-Info (800-843-4636)

]]> By: Andy Powell http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317484 Andy Powell Thu, 22 May 2008 03:19:21 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317484 Monetizing on-hold time provides an incentive for call centers to increase time spent on hold, not decrease it. It's tough enough to get a person as it is. Perhaps it pays a penny or two per call, but at what cost to customer service? Monetizing on-hold time provides an incentive for call centers to increase time spent on hold, not decrease it. It’s tough enough to get a person as it is. Perhaps it pays a penny or two per call, but at what cost to customer service?

]]> By: YouYap.com http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317405 YouYap.com Thu, 22 May 2008 02:01:41 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317405 Anyone have grandcentral? please invite me support@youyap.com Anyone have grandcentral?
please invite me support@youyap.com

]]> By: moja http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317400 moja Thu, 22 May 2008 01:54:13 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317400 Immediate Short on this thing. Replace the whole thing with the net and smart phones with 3G. Immediate Short on this thing. Replace the whole thing with the net and smart phones with 3G.

]]> By: jenkins http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317371 jenkins Thu, 22 May 2008 01:29:36 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317371 Do you guys realize that you have serious content management issues? Your site works about half the time. Do you guys realize that you have serious content management issues? Your site works about half the time.

]]> By: TechCrunch Japanese アーカイブ » Jingle NetworkがIPOを睨み、音声広告ネットワークの始動準備 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317315 TechCrunch Japanese アーカイブ » Jingle NetworkがIPOを睨み、音声広告ネットワークの始動準備 Thu, 22 May 2008 00:33:16 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317315 [...] [原文へ] [...] [...] [原文へ] [...]

]]> By: Larry Chiang http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317265 Larry Chiang Wed, 21 May 2008 23:39:50 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317265 can someone please update my SOX SOX- Sarbanes Oxley. It's a law written in a knee jerk response to unchecked corporate thievery - My idea is to have SOX optional or tiered with ratings can someone please update my SOX

SOX- Sarbanes Oxley. It’s a law written in a knee jerk response to unchecked corporate thievery – My idea is to have SOX optional or tiered with ratings

]]> By: CARversation http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317195 CARversation Wed, 21 May 2008 22:53:25 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317195 stupid. stupid.

]]> By: Isaac http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/comment-page-1/#comment-2317187 Isaac Wed, 21 May 2008 22:48:27 +0000 http://www.techcrunch.com/2008/05/21/on-the-road-to-an-ipo-jingle-networks-prepares-to-launch-a-voice-ad-network/#comment-2317187 Finally we will get some better ads on AOL Movie Phone!!! Finally we will get some better ads on AOL Movie Phone!!!

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