Video, Peer-to-Peer (“P2P”) payment services and mobile devices largely drive data creation of approximately 3 billion gigabytes per day. How do you leverage these macro trends in your business?
Category: Media & Entertainment
The gaming industry - the largest segment of the broader entertainment industry - continues to grow and evolve. Google is set to join Technology giants Amazon (Twitch) and Microsoft (Xbox) in the gaming space - formal announcement coming on March 19th. Not only are the industry players changing, but so is the underlying AI technology. … Continue reading The Age of Autonomous Video Games
Will we subscribe to Apple’s forthcoming subscription video on demand (“SVOD”) service simply because it’s Apple? Apple plans to release various service bundles later this year that will contain video and news content. For purposes of this discussion let's focus on video content where the name of the SVOD game is "content quality". At launch, … Continue reading Apple’s New Video Service – How Many Subscription Services Can We Eat?
Scale matters in Tech. This has never been more true as businesses increasingly go global. Consider Netflix's $13 billion content investment in 2018. Amazon and its Borg-like Prime service is also a significant content player. To round out the “Big 3”, consider Disney and its ESPN+ SVOD (“subscription video on demand”) service as well as Disney’s … Continue reading Scale Matters in Tech
When considering enterprise technology purchases – regardless of industry – corporate buyers would do well to think like investors. There are three legs to the technology evaluation stool: 1.) What is the technology provider’s value proposition? 2.) Who is the technology provider? (corporate buyers often pay insufficient attention here) 3.) What is the total cost … Continue reading Technology Buyers Would Do Well to Think Like Investors
Investors Allocate Premium Valuations to That Which They Understand My theory is that institutional investors implicitly penalize complexity. I base my theory largely on 23 years of capital markets experience and intuition and admittedly have little data to support it. I believe that investors will invest a dollar in Company A assuming that "A" has … Continue reading Don’t Give Investors A Reason to Say “No”
Bundle Pricing Negotiations Are Preferable to Product Pricing Negotiations Vendors have far more leverage with customers when negotiating pricing for a bundle/platform of products and services as opposed to an a la carte negotiation. There's a reason why cable providers sold content bundles for years - it was the optimal revenue and profit model - … Continue reading Have A Bundle Discussion with Customers, Not A Product DiscussionPremium
Things Will Get Worse for Facebook Before They Get Better. A Second Act Is Required. Our thesis is simple. User growth has slowed and in the recent June quarter declined. We expect this trend to continue in the near-term as the following factors negatively impact Facebook’s business. Declines in User Trust and Engagement: The Cambridge … Continue reading Facebook – Things Will Get Worse Before They Get BetterPremium
Content Is King Content is King to quote Sumner Redstone. At CEORater we spend a fair amount of time thinking about content. Over the past 24 months we have considered the following for our platform: 1.) video streaming of earnings calls with associated analytics 2.) employee video reviews 3.) business news (original and third-party) and … Continue reading Original Content Disclosures Are Lacking. Introducing “Content Yield”
Technology news items that caught our attention this week: Waymo to launch robo-taxis in Europe: Link Phoenix AZ as petri dish for autonomous driving: Link Kroger is launching a fully driverless delivery service: Link In the “Service, Maintenance, Repair” category: the US Army is using machine learning to predict when combat vehicles need repair: Link … Continue reading Technology News from the Week: June 25th 2018