Facebook’s next big move: a paywall?

Facebook’s IPO filing yesterday comes after a highly  successful 2011 — $3.7 billion in revenue, $1 billion in profit according to recent reports. Yet, as the world eagerly awaits the opportunity to invest in the social networking giant, it’s worth asking, where does Facebook go after the FB ticker starts trading?

Rocky Likes Facebook … but sees some challenges

Facebook is a fantastic company that will be sold at a fantastic premium. That’s my key takeaway from the company’s filing of its S-1. The document, the first major public step in the process to an IPO, gives us a real look at the company’s numbers and insight into the minds of its management.

Cool private companies: 3 software firms making a splash (and cash)

As a software securities analyst, Richard Davis spends 200 days a year on the road visiting software companies. He goes to public companies such as Oracle and Salesforce.com, but he also visits up-and-coming software companies he thinks will go public in the near future. In his new column, Davis is going to talk about some candidates he thinks may be ripe for the IPO class of 2012 or 2013.

Yelp’s IPO filing: no tricks, but big questions linger

Yelp’s S-1 for its upcoming IPO is a breath of fresh air. After five months of studying the S-1 of daily deals site Groupon, I’m glad to see local-business-reviews site Yelp come out with a reasonably clean document.Groupon tortured many accounting rules and made up some of its own (forcing it to amend its S-1 repeatedly and delaying its IPO), but Yelp seems to be playing by the books.

Who gets hurt if Groupon collapses

Daily deals site Groupon is launching its IPO roadshow this week and is seeking a $10 billion valuation for the company, less than half of what was rumored when the company first filed to go public in June. That’s a big haircut.

The hottest new internet companies are growing up outside the U.S.

High-value financings for venture-backed private internet and digital media companies seem to be happening at a rapid pace. Dropbox, Tumblr, AirBnB, Foursquare, and Spotify have all raked in big fundings and attained record valuations in recent months. Meanwhile, public investors are decidedly less sanguine. The Nasdaq Composite index is flat for the year – and the average internet and digital media company is down 50% from 52-week highs.

Tudou IPO exposes yet another China risk factor: the founder’s wife

Tudou Holdings Limited, a leading online video company in China, ended its initial public offering saga this week, limping onto Nasdaq (under the symbol TUDO) at a price equal to 16 times revenues in the 12 months through March 31. That valuation is about half the 31 times revenue rival Youku.com Inc. (NYSE: YOKU) received in its December 2010 initial public offering.

Xunlei IPO on Nasdaq would have US funding Chinese piracy

Chinese internet company Xunlei Limited last week announced the postponement of its initial public offering and Nasdaq listing, citing adverse stock market conditions. The company had intended to raise up to $140 million to expand what many regard as a haven for copyright infringement that would be illegal if operated inside the United States.