{"id":162,"date":"2008-10-28T23:57:00","date_gmt":"2008-10-28T23:57:00","guid":{"rendered":"http:\/\/vhirsch.wordpress.com\/2008\/10\/28\/mandalay-buys-amv\/"},"modified":"2008-10-28T23:57:00","modified_gmt":"2008-10-28T23:57:00","slug":"mandalay-buys-amv","status":"publish","type":"post","link":"https:\/\/vhirsch.com\/blog\/2008\/10\/28\/mandalay-buys-amv\/","title":{"rendered":"Mandalay buys AMV"},"content":{"rendered":"<p><a href=\"http:\/\/1.bp.blogspot.com\/_krrmJx627x4\/SQe16J2fnSI\/AAAAAAAADYU\/gAODL0SNq6I\/s1600-h\/mandalay_logo_sm.gif\"><img decoding=\"async\" style=\"float:left;cursor:hand;width:115px;height:139px;margin:0 10px 10px 0;\" src=\"http:\/\/1.bp.blogspot.com\/_krrmJx627x4\/SQe16J2fnSI\/AAAAAAAADYU\/gAODL0SNq6I\/s200\/mandalay_logo_sm.gif\" border=\"0\" alt=\"\" \/><\/a><a href=\"http:\/\/www.twistbox.com\/\">Twistbox<\/a> owner <a href=\"http:\/\/www.mandalaymedia.com\/\">Mandalay<\/a> has <a href=\"http:\/\/www.marketwatch.com\/news\/story\/mandalay-media-completes-228-million\/story.aspx?guid=%7BCC6B85C6-5433-46B9-AB02-088BBCE712B0%7D&amp;dist=hppr\">bought<\/a> European D2C firm <a href=\"http:\/\/www.amvholding.com\/\">AMV<\/a> for $22.8m in cash, shares and deferred consideration. AMV operates the D2C brands Bling et al.. The new European HQ is to be at AMV&#8217;s UK location in Marlow, which presumably means a demotion of Twistbox&#8217;s Charismatix branch.<\/p>\n<div><\/div>\n<div>The rationale of the deal appears to be this:<\/div>\n<div><span class=\"Apple-style-span\" style=\"line-height:15px;\"><span class=\"Apple-style-span\" style=\"font-size:medium;\"><\/p>\n<blockquote><p>The combination of Twistbox&#8217;s global on-deck distribution with AMV&#8217;s direct-to-consumer expertise uniquely positions Mandalay Media to deliver compelling consumer propositions while maximizing revenues for its wireless operator and content partners,&#8221; stated Twistbox CEO Ian Aaron.<\/p><\/blockquote>\n<p><\/span><\/span><img decoding=\"async\" style=\"float:right;cursor:hand;width:136px;height:150px;margin:0 0 10px 10px;\" src=\"http:\/\/4.bp.blogspot.com\/_krrmJx627x4\/SQe2ZUfx1vI\/AAAAAAAADYc\/9GSL6xBEPEI\/s200\/AMV_LOGO_40mm.png\" border=\"0\" alt=\"\" \/>Whether or not this position is &#8220;unique&#8221; does not really matter. And why a D2C offering maximizes operator revenues is at least unclear, too, but hey, who cares? What is true is that\u00a0Twistbox runs some operator decks and has &#8211; through the old Charismatix links and its adult footprint &#8211; some decent links on a number of carriers in Western Europe. To bolster this with \u00a310m of D2C revenue (this is the number the <a href=\"http:\/\/www.amvholding.com\/corporate_profile.php\">AMV website<\/a> would make us believe) makes sense as the sensitivity of carriers to accept competing offerings outside their decks might well lessen. In this case Mandalay\/Twistbox\/AMV may indeed be onto something. The remaining question might be if the (current) breadth of distribution they have is enough. But it&#8217;s not the end of days&#8230;<\/div>\n<div><\/div>\n<div>Mandalay\/Twistbox has by now ramped up a decent amount of venture cash (see <a href=\"http:\/\/volkersthoughts.blogspot.com\/2007\/09\/twistbox-on-money.html\">here<\/a> for a previous round) and is yet still seen to be breaking into the top tier. Come on, guys!<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Twistbox owner Mandalay has bought European D2C firm AMV for $22.8m in cash, shares and deferred consideration. AMV operates the D2C brands Bling et al.. The new European HQ is to be at AMV&#8217;s UK location in Marlow, which presumably means a demotion of Twistbox&#8217;s Charismatix branch. The rationale of the deal appears to be [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[],"tags":[48,120,152,359,370,398,665],"class_list":["post-162","post","type-post","status-publish","format-standard","hentry","tag-amv","tag-charismatix","tag-d2c","tag-mandalay-media","tag-mcp","tag-mobile-content","tag-twistbox"],"jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/paSwZv-2C","jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/posts\/162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/comments?post=162"}],"version-history":[{"count":0,"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/posts\/162\/revisions"}],"wp:attachment":[{"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/media?parent=162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/categories?post=162"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vhirsch.com\/blog\/wp-json\/wp\/v2\/tags?post=162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}