May 17, 2005

Rolling up RSS

I woke up to the news that Newsgator has bought FeedDemon.

Although I can't say I was expecting this move, I am also not the least bit surprised.

My good friend Brad Feld is up to his old tricks. Brad is the master of the venture rollup.

When he finds a sector where he's early in the development of the market, he gets in, figures it out, builds a management team, and then gets busy convicing others to join the party. That's the play book for the venture rollup.

It appears that Brad's convinced the team at Newsgator to do a venture rollup. Its a smart play because the big guys have figured out how important RSS is and are coming after the early entrants.

Here's a market share chart for my feedburner feed. It is based on a sample size of one and certainly isn't representative, but I bet its not too far from the market as a whole.

Newsgator had an impressive 13% share of my feed. But Bloglines is at 26% (down from almost 40% a year ago) and FeedDemon was at 18%. My Yahoo is at 7% and gaining fast.

With the FeedDemon deal, Newsgator blasts into first place at 31%. That's a big move.

And don't expect Brad and his Newsgator team, led by Greg and JB, to stop there.

I wouldn't be surprised to see them go after the leading Mac reader, NetNewsWire, which would get them to over 40% of my feed. And add the Mac userbase the party.

Another friend, RIch Levandov of Masthead Venture Partners, joined the party last month and the company has a warchest now.

With Bloglines sold to Ask Jeeves, and with this FeedDemon acquisition, Newsgator is now the dominant independent RSS aggregator. That's a good place to be with RSS taking off and my hat is off to Brad, Greg, and JB for pulling this off.

/ / Posted in Venture Capital and Technology

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Listed below are links to weblogs that reference Rolling up RSS:

» RSS : consolidation en cours chez newsgator from Shoob Weblog (FR)
"NewsGator":http://www.newsgator.com/home.aspx, service d'agrégation rss en ligne, vient de racheter "FeedDemon":http://www.bradsoft.com/feeddemon/ un des agrégateur softwares pc le plus populaire créé par Nick Bradbury. [Read More]

» Acquisitions R RSS from Tech Beat
About FeedDemon being bought by Newsgator. [Read More]

» Social Media Consolidation - Act 4: FeedGator, NewsDemon, or just NewsGator ? from Software Only
Anybody checking (FeedBurner) RSS referrer logs sees that there is a page long list of aggregators out there, in a very fragmented market.It is therefore not surprising to hear from Nick Bradbury about the acquisition by NewsGator (for cash [Read More]

» Acquisitions R RSS from Tech Beat
About FeedDemon being bought by Newsgator. [Read More]

» Rollup Plays in RSS World from PaidContent.org
: With NewsGator buying FeedDemon, announced last night, the field is seeing the first signs of a shakeout. Developing a feedreader is a one-programmer play, but developing a good newsreader is as difficult as developing a good browser. Content interfa... [Read More]

» Subscriptions: The Third Wave from Johnnie Manzari
Original Post: 15 May 2005 Updated: 17 May 2005 What Jim Allchin wants you to know Subscriptions. When most people hear the word, they think about paid subscriptions for mobile phone service, cable, magazines, newspapers and so on. There... [Read More]

» Subscriptions: The Third Wave from Johnnie Manzari
Original Post: 15 May 2005 Updated: 17 May 2005 What Jim Allchin wants you to know Subscriptions. When most people hear the word, they think about paid subscriptions for mobile phone service, cable, magazines, newspapers and so on. There... [Read More]

» Venture Capital - A VC (no pun intended) Pat on the Back from John Furrier
Fred Wilson has his take on his VC pal Brad Feld's move with the Newsgator deal. [Read More]

» On FeedDemon and Scoops from Tech Beat
Jason Calacanis is on a tear over whether CNET should have give Om Malik credit for breaking the story about FeedDemon. Dave Winer has some smart points that I couldn't agree with more. I understand that things CNET has written... [Read More]

» On FeedDemon and Scoops from Tech Beat
Jason Calacanis is on a tear over whether CNET should give Om Malik credit for breaking the story about FeedDemon. Dave Winer has some smart points that I couldn't agree with more. I understand that things CNET has written has... [Read More]

» Web 2.0 Weekly Wrap-up, 16-22 May 2005 from Read/Write Web

This week: Summary of Google Factory Tour, Recruitment 2.0, Rollups, Techie post of the week, Web 1.0 Summit.

Comments

i use bloglines and it says "460 subscribers" for your atom-feed only, in contrast to the 372 your charts shows. or don't you count atom?

Posted by: helge | May 17, 2005 at 07:36 AM

i have three feeds. the 460 bloglines subscribers is my atom feed. the stats i showed is for my feedburner feed. i have 372 bloglines subs to that. i also have a .rdf feed which has 359 subs on bloglines.

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