All innovators in their given technology sectors, each of the AO100 winners demonstrate leadership among their peers in at least two areas: market traction measured by revenue or customer growth, and game-changing approaches and technologies that are likely to disrupt existing markets and entrenched players.
"Led by two of last year’s winners, Google and Salesforce.com, the top private companies of the second generation of the Internet are now coming into focus," notes AlwaysOn Editor, Tony Perkins. “A total of 50 new companies were added to this year’s list including many that are beginning to receive lots of media attention like Skype, Friendster, MySQL and Digital Chocolate.”
The premise of the AO100 list occurred from the demand by consumers and businesses requiring new technologies for greater access to the Web and applications that provide more convenience and productivity. This increased demand is creating new opportunities for innovative new companies that are well positioned to bring about a change in the market.
According to Padraic Kelly, partner in charge of KPMG 1Start, "Many of these private companies said that they were beating their internal revenue projections for 2004. This may indicate that the IPO calendar for the second half of this year should be strong."
Fifty of last year’s AO100 companies have returned to this year’s top company list. Eighteen of last year’s winners have either gone public, are currently in registration for their IPO, or were bought for a profit. For an analysis of what happened to the class of 2003 check out
Susan Ayers-Walker's post.The AO100 companies will be honored at a reception during the upcoming AO2004: The Innovation Summit to be held July 13-15 at Frances C. Arrillaga Alumni Center on the Stanford University Campus. This event is being produced in partnership with the Stanford Technology Ventures Program.
A limited amount of tickets for AO2004 are stiil available. Those interested in buying tickets can register themselves on the web, or contact Kathy Osweiler at 415-751-0170 or at
kathy@alwayson-network.comA current look at the Innovation Summit can be viewed on
Tony's Blog.The AO100 Top Private AlwaysOn Companies by sector are as follows:
Business softwareAbove All Software, Inc.
www.aboveallsoftware.com Agitar Software, Inc.
www.agitar.comApplication Security, Inc.
www.appsecinc.comArbortext
www.arbortext.comArcSight
www.arcsight.comAtomz
www.atomz.comBitfone Corporation
www.bitfone.comBlazent, Inc.
www.blazent.comCast Iron Systems
www.castironsys.comDatasweep
www.datasweep.comDataSynapse Inc.
www.datasynapse.comDemandTec
www.demandtec.comDigital Harbor
www.digitalharbor.comDivXNetworks, Inc.
www.divxnetworks.comedocs, Inc.
www.edocs.comEndeca Technologies, Inc.
www.endeca.comGroove Networks
www.groove.netGroxis, Inc.
www.groxis.comIMlogic
www.imlogic.comInxight Software
www.inxight.comKetera Technologies, Inc.
www.ketera.comMark Logic
www.marklogic.comMediabolic, Inc.
www.mediabolic.comMetaMatrix
www.metamatrix.comMirra,Inc.
www.mirra.comMontaVista Software
www.mvista.comMySQL AB
www.mysql.comnewScale
www.newscale.comNth Orbit, Inc.
www.nthorbit.comOpenNetwork Technologies
www.opennetwork.comPGP Corp.
www.pgp.comPlaxo, Inc.
www.plaxo.comSimpleDevices, Inc.
www.simpledevices.comTripwire
www.tripwire.comUcentric Systems
www.ucentric.comUnicru, Inc.
www.unicru.comVoltage Security Inc.
www.voltage.comWholeSecurity
www.wholesecurity.comWily Technology
www.wilytech.comZANTAZ, Inc.
www.zantaz.comConnectivity2Wire
www.2wire.comAirgo Networks
www.airgonetworks.comAruba Wireless Networks
www.arubanetworks.comBoingo Wireless
www.boingo.comCambridge Positioning Systems
www.cursor-system.comDigital Path Networks
www.digitalpath.netEgenera
www.egenera.comFlarion Technologies, Inc.
www.flarion.comGood Technology
www.good.comInphoMatch
www.inphomatch.comIPWireless
www.ipwireless.comNetMotion Wireless
www.netmotionwireless.comNetScaler
www.netscaler.comNextHop
www.nexthop.comPeribit
www.peribit.comPronto Networks
www.prontonetworks.comSylantro
www.sylantro.comTopspin Communications
www.topspin.comDevicesAuthenTec
www.authentec.comCavium Networks
www.cavium.comeSilicon Corporation
www.esilicon.comEverbee Networks
www.everbee.comForeScout Technologies, Inc
www.forescout.comHuaya Microelectronics, Inc
www.huayamicro.comIkanos Communications
www.ikanos.comInfinera
www.infinera.comIPCore Technologies, Ltd.
www.ipcoreinc.comIronPort Systems, Inc.
www.ironport.comIsilon
www.isilon.comKonarka Technologies
www.konarkatech.comnCircle Network Security, Inc.
www.ncircle.comNetezza
www.netezza.comPixim
www.pixim.comRedline Networks, Inc.
www.redlinenetwork.comReflectivity, Inc.
www.reflectivity.comSourcefire, Inc.
www.sourcefire.comTelASIC Communications
www.telasic.comTurnTide, Inc.
www.turntide.comVocera Communications
www.vocera.comZettaCore
www.zettacore.comMediaAdSpace Networks
www.coolsign.comAWS Convergence Technologies, Inc.
www.weatherbug.comDigital Chocolate
www.digitalchocolate.comGracenote
www.gracenote.comiSuppli
www.isuppli.comMobileway
www.mobileway.comServicesAuctionDrop, Inc.
www.auctiondrop.comeCredit.com, Inc.
www.ecredit.comEncover, Inc.
www.encover.comIngenio, Inc.
www.ingenio.comSkype Technologies S.A.
www.skype.comWeb servicesAmberPoint
www.amberpoint.comFeedster,LLC
www.feedster.comFios, Inc.
www.fios.com Friendster, Inc.
www.friendster.comGrand Central Communications
www.grandcentral.comHomestead
www.homestead.comRackSpace
www.rackspace.comReactivity, Inc.
www.reactivity.comRevenue Science, Inc
www.revenuescience.comAbout AlwaysOnAlwaysOn (AO) is an “open source media company” dedicated to connecting global leaders and technology industry insiders whose ideas and innovations are shaping the always-on world.
Founded in January of 2003, AO is the first and only media brand to combine participatory journalism (blogging), with a powerful social network—the AO Zaibatsu. AO believes that individuals and businesses will increasingly use interactive media applications to “step over the head of the media” and communicate directly to customers, suppliers and employees.
AlwaysOn, LLC, is a privately held and virtually headquartered company born out of the heart of Silicon Valley.
About KPMGKPMG LLP is the audit, tax and advisory firm that has maintained a continuous commitment throughout its history to providing leadership, integrity and quality. The Big Four firm with the strongest growth record over the past decade, KPMG turns knowledge into value for the benefit of its clients, people, communities and the capital markets. Its professionals work together to provide clients access to global support, industry insights, and a multidisciplinary range of services. KPMG LLP (www.us.kpmg.com) is the U.S. member firm of KPMG International. KPMG International’s member firms have nearly 100,000 professionals, including 6,800 partners, in 148 countries.