Blackbird Share Discussion Threads

[nick2412] 17/3/2024 12:37

Good to hear and curiously they seem to flag that up themselves.

Despite that FlexClip has "more than 3 million users worldwide and out of these 3 million, 400,000 are paid users."



Flexclip themselves claim 5m registered users.

400,000 paid subscribers at an average of £30 a subscriber for elevate is £12m revenues per month or 144m per year. That would be a sale price for an acquirer of £7.2b based on the current going rate 50 x revenues for creator tools companies.

A long way off of course but it highlights why a potential acquirer might make an early tempting offer before serious revenues begin to kick in for elevate.

[nickb] 17/3/2024 12:17

flex clip is not even in the same race simply no comparison

[nick2412] 16/3/2024 22:29

Quite a revealing article by a competitor (Flexclip) that reviews 8 products in the market. It was written in 2023 before elevate hits the market but covers Blackbird in its enterprise format.

It acknowledges Blackbird's tech is the "fastest (lightning-quick) and most powerful professional platform" and "allows you to manage your video like no other solution" but concludes "not recommended for video editing rookies who are new to this field."

I assume FlexClip felt at ease acknowledging Blackbird leads the field in terms of tech superiority in the knowledge that it wasn't competing with their product at the time. It is now of course with elevate.

As we know, Sumit and co have addressed the complexity issue and combined superior tech into a prosumer product scalable for the mass market with a heavy emphasis on uncluttered ease of use.

It does point to an acquisition and maybe the key questions are not 'if' but 'when, how much and by whom.' Hopefully, the team will get AI and a video library added early on but the value to a third party won't be the plug-ins but the patented codecs in what amounts to disruptive technology for (ultimately) the mass market.




"5. Blackbird
Blackbird is the world’s fastest, most powerful professional cloud video editing and publishing platform you can’t miss. This unique tool allows you to manage your video like no other solution – enabling lightning-fast video viewing, editing, and publishing – anywhere, any time, by anyone."

[nickb] 16/3/2024 00:34

Cyber

Must admit I thought big tech was thinking and planning years ahead!

Wonder what they will make of Video when they see it 😀

But seriously the mistake is seeing all this as a Blackbird shareholder.
It’s not about us.

It’s about giving millions of users the ability to have simple but powerful video editing tools that can run inside a web browser no special software no special fast computer it’s a revolution.

Cloud companies exist to provide these solutions at mass scale so IF we have cracked this when no one else has or even can then it automatically will generate corporate interest because it’s a multi billion dollar market that feeds all that investment in Cloud data centres and the massive investment in generative video AI that will soon need customers.

No video creator is interested in blackbird shareholders they just want tools.
And the big boys want to provide Cloud services to them but they want these tools yesterday.

elevate either works or it doesn’t and it only takes a few hours to find out from a user perspective.

Trillion dollar companies are definitely not interested in our business revenue or growth sub $100 million revenue at least. It will always be strategic ip acquisition.

All imho

[hyperal] 15/3/2024 22:46

I'm so excited that our time has at last arrived, we are lightyears ahead of everyone.

[nickb] 15/3/2024 21:53

Editing is content creation

You need an idea, raw content and a creator mindset and imagination to edit!
The editing process produces the finished creator content.

[pokerchips2] 15/3/2024 20:26

" elevate.io, the streamlined video editing and content creation platform for everyone."

NickB

yes having the platform...but whilst the website refers to "content creation" there is really next to nothing there about what elevate actually does with regards "content creation" as yet

so far the website is all about editing, collaborating and cloud storage rather than actually being able to "empower your imagination" with creation tools

The image of exposure and contrast sliders looks soooooooooo dated and basic ( yawn) and hardly what I would expect from something new

[pokerchips2] 15/3/2024 19:49

Nick B

Yes...it is frightening the speed of development ....but I feel things need to move fast , which indeed they might ....I hope they are ready for the rise if indeed the demand comes early on
I actually suspect they have more prepared than they are letting on

The age of AI Content creation factories is coming !!!

but it also helps marketing plans, as their cost will fall dramatically I suspect

Collaboration and multi player is going to save so much time, which is going to be of absolute importance ... reducing time spent on every output

I suspect the ever growing demand for engineers,AI developers, is causing some issues ...

[chriscallen] 15/3/2024 19:03

According to IM elevate.io will include AI as one of its available services and as in so many other "must haves" at the moment it looks like it will be the only Cloud Native provider of these options.

[pokerchips2] 15/3/2024 18:18

I think they absolutely have to have either their own AI content creation tools or have third party tools , as an ever increasing % of content creators are demanding AI creation tools

look at



The big thing is that they keep up with the fast changes that others are evolving...and the big ask is to save time and money creating content using AI where practical and effective

Influencers often see themselves more as creators than influencers, so they demand more tools to make creating quicker and easier

[nickb] 15/3/2024 14:44

Mcsean

And it was all their the acquisitions that made it possible!

[mcsean2164] 15/3/2024 13:57

To put into perspective, Adobe shares started at $0.22 in 1986

24 years later they were worth around $28 so around x 128 ROI

24 years later BIRD has fallen from £1.49 to 6p

The site looks okay. I really really hope they get a move on

[chriscallen] 15/3/2024 13:12

We do know what BIRD is aiming to target on launch:
"elevate.io has been architected and built natively in the AWS public cloud as was our vision when I joined the Company. This allows both effectively infinite storage for our customers and most importantly effectively infinite power for complex or compute hungry video creation workflows should this be required in bursts.

The fact that we are architected on AWS does not mean we are in any way
restricted from working with customers and creators who have content stored in other places or clouds. We will continue to be completely agnostic in this area.

After extensive research, involving more than 300 future prospects, our vision for elevate.io is to make an extensible platform by combining disparate strands of what is currently a ‘broken workflow’ for videographers in a seamless and slick user experience. Examples of this vision for future functionality would include storage, media management, editing, stock video, third party effects and AI and many others. As investors will be aware this is a dynamic and competitive space and so we will not go too deeply into future product plans.

In addition to making the platform extensible, a key selling point for creators from the outset will be the live multi-player ability. Use cases for this will range from creators being able to work in pairs or teams, supervising producers working with editors remotely, those pro-teams in client-agency relationships getting feedback on changes in real time."

[CEOs Report 2023]