Venture capital investments into “Web 2.0″ Internet companies this year are on track to double last year’s levels to about $500 million, according to a new report on the bubbling sector.
VC investments in Web 2.0 companies booming, better study shows – Venture Beat

Venture Beatが、Dow Jones VentureOne reportを紹介している。それによれば、今年のWeb2.0企業に対するVCの投資額は500百万ドルで、前年に比して2倍の水準にあるとの事だ。

表を見ると、今年上半期で262百万ドルとなっているので、このペースが続けば通年で500百万ドル、という意味なのであろう。
何をもって「Web2.0企業」としたのかの説明は以下。

Companies included in this study have a business model that revolves around a dynamic interface facilitating participation through such methods as user-created content, networking, and collaboration. Applications used include podcasting, tagging, blogs, social networking, mashups, and wikis. Technologies used in these applications include: AJAX, RSS, SOA, CSS, XHTML, Atom, and rich Internet applications.
VC investments in Web 2.0 companies booming, better study shows – Venture Beat

要するに、AJAXとかを使ってダイナミックなインターフェイスを持ち、podcastしてたりblogしてたりmashupしてたり、といった会社を取り上げたって事だ。

Web 2.0 is a relatively small portion of the market. A total of $13 billion was invested in 1,213 U.S. venture-backed companies in the first half of this year. The deal size per company remains small too: The median size of a Web 2.0 financing round this year is $4.4 million, compared to $7.5 million for a venture financing overall.
VC investments in Web 2.0 companies booming, better study shows – Venture Beat

上半期に130億ドルのVC支援を受けた1,213の米国企業の中でWeb 2.0の割合は比較的小さくて、また1社当たりの投資額も4.4百万ドルと、平均7.5百万ドルに対して小さい。 

More than half the companies (25) receiving investments in 2006 were generating revenue, including three which were identified as profitable.None of the financings in 2005 went to profitable companies.
VC investments in Web 2.0 companies booming, better study shows – Venture Beat

昨年に投資された企業が未だ黒字化していないのに対して、今年に投資された企業の半数以上(25社)は既に売上を上げており、その内の3社は黒字化している。

None of the venture-backed Web 2.0 companies have achieved an IPO to date, and fewer than 10 have been acquired, including such companies as del.icio.us and MySpace, the report said.As a result, the majority of Web 2.0 companies aren’t getting the great valuations you’d assume they are, from all the hype you hear these days.

For example, the median pre-money valuation for a Web 2.0 company this year is $5 million, but the median pre-money valuation for the median venture-backed company is $20 million, so far this year, according to the survey.
VC investments in Web 2.0 companies booming, better study shows – Venture Beat

IPOを達成した企業はなく10に満たない企業が買収されたに過ぎない。この事が企業(株価)評価を低いものとしている。だから平均的な企業の投資直前の評価が20百万ドルであるのに対して、Web2.0系企業は5百万ドルだ。

後は自分で読んでくれい。

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