With video search set to be the next big growth area BLNX have the software the likes of Microsoft, Google and NewsCorp would love to have.

In fact BLNX have done deals with most of these, the most recent being the UtargetFox deal which has been reported in the USA but not RNS'd in the UK.

Alexa rankings confirm the continued growth in usage as its viral effect spreads:-

http://www.alexa.com/data/details/traffic_details/blinkx.com

The ITN RNS confirms blnx is the best in the market and is growing fast:-

Leading News Organization ITN Extends Advertising Deal with blinkx Based on Proven Campaign Success




blinkx Selected to Power Advertising across ITN Website and Syndication Partner Sites




SAN FRANCISCO, CALIF. - July 2, 2008 - blinkx, the world's largest and most advanced video search engine, today announced that it has won an extension contract that will augment the scope of its advertising partnership with ITN, one of the world's leading news and multimedia content companies. Under the terms of the new agreement, ITN will use AdHoc, blinkx's patented contextual advertising platform for online TV and video, to serve advertisements on the ITN website and its syndication partner sites, including Bebo.




Through AdHoc, ITN has already been effectively monetizing its premium news content on the blinkx.com network for over six months. During this time, ITN achieved a significantly better return, greater search volume, and higher monetization through blinkx than through other syndication partners.




AdHoc uses blinkx's patented speech-to-text transcription and visual analysis technology to understand video content more thoroughly and effectively than any other service today, and can therefore dynamically place the most pertinent advertising against it. The AdHoc platform offers media companies and advertisers a unique value proposition -- video advertising which combines the emotive power of TV promotion, with the relevance and utility of contextual search advertising.




The confluence of ITN's premium TV content, blinkx's extensive syndication network, and AdHoc's uniquely powerful targeting capabilities was a formula for success. By extending its partnership with blinkx, ITN aims to achieve similar returns by leveraging the AdHoc platform to deliver contextually relevant video advertising on its own website and across its distribution partner sites.




'We're thrilled to be broadening our relationship with ITN,' said Suranga Chandratillake, founder and CEO of blinkx. 'News content is one of the most popular categories of online video and there's clearly a tremendous opportunity for monetization. The success of our partnership with ITN is evidence that the blinkx AdHoc platform is a uniquely powerful solution for online video advertising today.'




'We've been delighted with the results of our partnership with blinkx and are looking forward to implementing the AdHoc technology on our site,' said Nicholas Wheeler, managing director, ITN On. 'blinkx AdHoc has proven that it can achieve significant monetization of our content, effective marketing for advertisers and, most importantly, a useful, non-disruptive experience for our audience.'




As a pioneer in video search technology, blinkx has built a reputation as the most effective way to search new forms of online content such as video. With more than 350 partners and 26 million hours of indexed video and audio content, including favorite TV moments, news clips, short documentaries, music videos, video blogs and more, blinkx uses advanced speech recognition technology to deliver results that are more accurate and reliable than standard metadata-based keyword searches.

sounds like me :-)

But, the difference is, you seem to see both sides of the argument , which is a lot different.

Blinks has a market cap of more than £600m now and a P/E ratio of 35. It is is maintaining those figures by growth. You have to decide if their approach is sustainable long term. The returns at present do not justify their present share price. The business model is questionable as they base their business on video clicks. Click revenue is falling dramatically over the last year. The trend for good revenue is towards quality engagement by the likes of YouTube, Facebook, Twitter etc where membership qualifies advert interactions due to demographic information and loyalty. Raw unqualified clicks are becoming low value exposure and the trend is for this to increase.

i don't pretend to understand how these digital businesses make all the money they do - cf GOOG!!! - but as far as i can determine, once a company reaches a critical mass, which BLNX seems to have done or getting close to it, then profits increase exponentially - i.e. the increase in o'head is minimal

That was the theory and the practice for some. The game is changing fast. Raw clicks have less value now and the price is falling fast.

Here is one example. That's are lots more.

Google's revenues came in light in Q2 2013, at $14.11 billion instead of $14.4 billion. Here's why: The ongoing, historic decline in click prices is faster than the growth in total paid clicks.

As we've noted before, back in 2011, something significant happened to Google — the cost-per-click went into a seemingly permanent decline. (See chart below.) The total number of paid clicks that Google gets continues to go up, but Google gets paid less for each one. In other words, Google's rock is still rolling up the hill but it takes a lot more energy to maintain that momentum than it used to

.

Here is a bit more of the article

So what happened in Q4 2011? That was the point at which the number of people using Google on smartphones became so great that mobile ad revenue started to hurt Google's numbers.

For various reasons, mobile ads are cheaper than desktop ads. Obviously, people are using Google more on their phones than on their computers. And that's crimping Google's revenue growth. Google even changed its Adwords buying system back in February to make it harder for advertisers to buy mobile only campaigns. And advertisers are no longer able to buy tablet-only campaigns — they have to buy them as part of desktop and laptop campaigns.

It's also the case that as more people click, they generate more ads, and as the supply of clicks increases the price will go down — that's simply supply and demand. But notice that prior to Q4 2011, Google was able to generate both more clicks and higher prices. That was the result of a robust economy with lots of extra buyers bidding up prices. That environment, it seems, is history.

LOL,well if we wait long enough that can happen to any company.

So come on pull the other one LOL.

tell us what has happened to GOOG's sp Hays

Google is not just reliant on clicks. They have a huge shopping system and other business interests such as Android, Chrome. Blinks is a one trick pony.

It is like a manufacturer making a product that is widely used and it sells through distributors. The price of the product gets cheaper and cheaper but it gets more and more distributors and grows on the back of it. The price of the product just fals bit by bit. As you can see this business is doomed at some point.

so if you are so convinced BLNX is hopelessly over-valued why have you never shorted it? ..... it's not difficult to do and is scarcely immoral either :-)

I haven't been trading at all recently. The problem with shorting Blinks is that it may take quite a time to collapse. I am sure that money can easily be made going long at the moment. I just don't see this as a good long term business.

the ride the momentum you chump :-)

hmmmmmmmmmmmmmm I sold blinx a tad too early :-((((

gl to anyone in here - good call

Are we going to break 200 today?

I take it Elephant Man is still short....so short and ugly?.... Even the birds sing my favourite songs...Well done guys and girls....

fun innit!

Yes it is...I don't stop laughing....well done Cynic..

not really, though very happy that i topped up just a week or so ago

Such strength in this stock....is it a suitor accumulating?...BLNX are best in breed and still very cheap for a Yahoo or Aol?....solid buying.

friday's volume was huge, but today, it's back to normal .... clearly, selling is limited