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.

Question, why would I upload a video to Blinkx when I can just as easily do it to YouTube and receive a much wider audience?? Infact looking at some of the videos they are identical to those on YouTube... Blinkx claim to have the worlds most powerful search engine, does this really matter as long as the results are what you were looking for. Also if I add a video to Facebook, YouTube or Myspace will Blinkx go grab it also and try and monitise it for its own purposes

Shortie...I would sell or shortie if I was you...or perhaps read the Goldman note?....or perhaps look at their fundamentals.. or perhaps ask your line manager if you can now go to lunch?....let us complete this conversation on the 17th May. lol

I am not that impressed with Blinkx as a search engine. It does find videos on Youtube but not many. I tried searching for videos where I put in the exact name and they were not found.

Try this

http://www.blinkx.com/

I entered the phrase

so far away

The result was

"Results for so far away
No media found."

Even if it didn't find any one of the hundreds of videos of the Carole King song or covers then it should have come back with something using the three words. A mark of about 2 out of 10 as it didn't actually crash.

You've put me off buying it.....and the chart looks dangerous...

RF....that is his job...and he does it on all BB's.

BLNX is an Internet media platform that connects digital consumers with advertisers through professionally generated content. blinkx pioneered Internet video search using its patented COncept Recognition Engine (CORE) technology that leverages speech, text and image analysis to deeply understand the content and context of videos.

Tabasco - I've read the Goldman note as well as a raft of others and looked at their fundamentals.... If this company really does have so much going for it then I'm surprised you didn't just give me a couple of bullett points highlighting whats so great about Blinkx and why there worth every penny and more...

Goldman seam to be trying to make a buzz out of this site (own agenda no doubt, M&A target, really....340p price target, whos really out to lunch with your investment) but all I actully see is dull and boring attempt to copy a sucessful YouTube.

I would at least understand if it catered for a certain area of the market as Myspace is about music however this isn't the case. As for the stories about Yahoo being interested why would they want to downgrade what they already offer?

Yes a quiet year?...

Year on Year Revenues up 36% to $112m, Adjusted* EBITDA up 76% to $18m

Six months to Six months to
30 September 30 September Year-on-Year
2013 2012 variance
(unaudited) (unaudited) H1-14 vs. H1-13
$000 $000 Variance %

Revenues 111,551 81,971 36%
Profit before taxation 10,783 2,481 335%
Profit before taxation - adjusted* 15,170 7,865 93%
Adjusted* EBITDA 18,185 10,361 76%
Cash 69,403 41,627 67%

Earnings per share Cents Cents
Basic - adjusted* 3.33 2.24
Basic 2.13 0.75
Diluted - adjusted* 3.29 2.20
Diluted 2.11 0.74

•Sectoral growth of the online advertising industry was robust, marked by traditional summer seasonality
•blinkx growth comfortably exceeded that of the industry, even without the one time benefits of the previous year
•Continued delivery against key operating metrics and profitable revenue growth, driving operational gearing
•Strong cash conversion rate of 119%, benefiting from strict financial discipline and controls
•Expanding universe of organic and acquisition growth opportunities, particularly in the mobile sector
•Secured content syndication partnerships, including Scripps, BET, HitFix, Ustream, Tech Media Network
•Added notable new and repeat advertisers, including Kellogg's, Old Navy, Target, Nestle, Nike and State Farm
•Expanded Technology, Product and Sales teams to better align with and accelerate growth opportunities
•Released proprietary video syndication platform, blinkx Video Advantage (bVA) to accelerate video discovery
•Launched blinkx original content initiative to streamline discovery of video content and prolong engagement
•Updated and mobile-enabled specific product lines, to grow organic mobile efforts
•Acquired Grab Media, a leading online video content syndication and advertising platform in the US

And it finds plenty of amateur videos on YouTube. It is inconsistent.

RF - we can all read the homepage of Blinkx website to understand what they do. As for trying to put anyone off investing thats not true. You invest where you think best, I'm simply asking those who follow the stock and have invested to share with me why its a good buy. Lets be clear, I currently dont have a position in Blinkx, but am looking at it with a open mind.

Shortie...."we can all read the homepage of Blinkx" ...I wouldn't take long odds on that?...Strawman needs a Sat Nav. to get home...

Shortie.....short the arse off this....talk to you in May!

One last point shortie...."RF - we can all read the homepage of Blinkx website to understand what they do.".......... it doesn't look as if you have read RF's post properly...I wrote the BLNX points...lol...yes we can all read the homepage....lol

Quick edit ah?

PDL long is a better bet !...

Right here we go... second point below is interesting do I now assume that Blinkx is able to hold rich media that brands stream accross other websites?? If so advertisers would reach an endless number of domains streaming content from Blinx... So starting to make more sense now and I can understand how revenue is being generated.. This is what sets it apart from YouTube I believe.

Several structural trends are fueling the growth of the online advertising industry in general, and the video advertising sector in particular. These include widespread broadband adoption, the proliferation of connected devices and the rapid migration and consumption of video content online - all of which are prompting advertisers to follow audiences online. This year, the industry also benefited from the increase in advertising spend attributed to two high-profile events - the summer Olympics and the US political campaigns in a Presidential election cycle. We believe the market momentum underscores the vitality of the sector and of our business model. The opportunity for blinkx lies in maximizing yield through product innovation, expansion of its distribution channels and the capture of new and emerging revenue streams. Based on our capabilities and the fundamentals of the industry, we remain confident in our prospects and opportunities."

Market

There are four structural trends driving the growth of the online video sector in which blinkx operates.

First, broadband and high-speed mobile networks are becoming increasingly prevalent. Reliable, high speed connectivity means that an ever growing volume of rich media is being consumed online, with estimates predicting that by 2016, 1.2 million minutes of video will traverse the Internet every second.

Second, there is an ongoing move to video-enable the Text Web. Websites from a decade ago resembled a static page from a magazine. Today, consumers expect rich media to be part of their online experience, and destination sites position video content prominently to enhance and complement their text content - whether a cooking blog that offers video on how to prepare ingredients, or a professional news outlet with video footage of breaking news stories.

Third, the proliferation of smartphones and tablets is accelerating access to high-speed mobile networks and enabling consumers to watch video content anytime, anywhere. According to Cisco, video consumption accounted for 51% of overall Internet traffic in 2012, and is expected to grow to 55% by 2016.

Finally, advertisers have increased budgets to address the growing online video audience - 1.3 billion viewers worldwide in 2012, according to comScore. Online video presents a powerful opportunity for advertisers because it combines the emotive, storytelling, brand-building power of TV with the measurability and targeting power of the Internet. blinkx's patented CORE technology remains unique in being able to analyse video on the Web and place contextually relevant advertisements, resulting in highly targeted and effective marketing campaigns for advertisers.

While online video advertising spend is still only a fraction of conventional TV spend, the trends are clear and compelling - major brands are embracing the format and spend is graduating from experimental to incremental budgets. We believe that online video budgets will begin to complement and even cannibalize TV spend in the future.

One of the faults with the logic above is that price per click for raw unqualified traffic is falling fast. Google's last set of figures disappointed exactly because of that. I can search Blinkx's set of media clips and nothing is known about me. There are no demographics to pass along to their clients. It was partly that which caused the downgrade by Jeffries. As the online tragic increases that price pressure on poor quality traffic will increase. It is the reason why Facebook made such a recovery after their price crash. Signed up customers represent a much better product to sell to advertisers.

This confirms that blinkx.com is just a consumer site and not where revenue is being generated. AdHoc is the revenue generating stream...

Haystack, I think your looking at this how I was.. Forget blinkx.com and what you see there...

blinkx's advertising platform, AdHoc, is built on CORE. AdHoc is unique because it leverages CORE's patented speech recognition, visual analysis and concept recognition technology to match emotive, compelling rich media advertisements to online audiences, resulting in more effective brand marketing for advertisers and, most importantly, an engaging experience for consumers. In FY2013, AdHoc enabled us to attract new and repeat marquee brand advertisers, including Clorox, Kellogg, Nike, Mattel and P&G.

blinkx.com, our flagship consumer site, also leverages CORE technology to provide video search and discovery technology to users. During the period, we launched the next generation blinkx.com, which showcases our upgraded video search, discovery and viewing experience, with recommendation and personalization features that can be easily integrated across a users' social graph. The new site was built using responsive design, with an interface that is touch-optimized for effortless navigation on smartphone and tablet devices, resulting in a significant increase in mobile usage. The upgraded search and discovery functionality is currently being rolled out to our syndication and affiliate partners. blinkx CORE also powers video search and discovery for some of the Internet's largest properties, including AOL and Ask.

Operations

The vast majority of our revenue is generated from advertising that is sold both directly and sourced from third parties. Through organic growth, selective acquisitions and unique technological capabilities, we have created a growing ecosystem of audience, content providers, and advertisers that we continue to video-enable.

This is from last year

Mobile continues to bug Google.

The company's Motorola smartphone division continues to lose money, and a rise in mobile ads has squeezed the company's profits.

Growth in Google's mobile business drove the average cost per click on ads served by Google lower by 6%, when compared to the same period last year. That's the seventh consecutive quarterly decrease.

The number of paid clicks rose 23%, but advertisers still refuse to pay as much for mobile ads as they do for desktop ads. That's why the average cost-per-click has fallen even as the number of paid clicks increase.

"Clearly mobile has had an impact," said Google CFO Patrick Pichette on a conference call. "But it's one of many factors at work."

The search giant reported that its second-quarter net income rose to $3.23 billion, or $9.56 per share. Though profit rose 15% from last year, Google's results badly missed Wall Street analysts' earnings expectations of $10.78 per share.

Google has an awful lot of stuff going for it, which wafts over the heads of most of us ..... imo, it's a very good stock to tuck away and to watch grow steadily year by year

i have held BLNX on/off for the last 2/4 years and have done very well out of it ..... i don't pretend to understand how any of these companies make money, but BLNX now clearly is .... as i understand it, once such a company is profitable, the profits increase almost eponentialyl as there is little additional o'head

I don't understand Haystack what Googles pay per click and Blinkx have in common?

GOOG
this time last year, GOOG's sp was about $700 .... it is now $1165
no more need be said i think!

Because in the end Blinkx's earnings come from clicks which have a value. That value is falling fairly fast especially for clicks that do not carry demographics with them. This is made worse by the sheer volume of mobile clicks which is also forcing lower prices.