Category: Phones

The Next Steve Jobs?

The Next Steve Jobs?

When Apple (ticker: AAPL) CEO Tim Cook takes the stage tonight at 8pm ET, recognize that there would be no Apple without co-founder Steve Jobs. There would be no iPhone... There would be no Mac product line... There would be no Apple Watch... There would be no Apple Services... There would be no new HQ … Continue reading The Next Steve Jobs?

TEK2day: All Things Technology & Capital Markets-Related

TEK2day: All Things Technology & Capital Markets-Related

We have folded our CEORater-related content under our TEK2day brand. TEK2day will publish more content to YouTube in the coming weeks. Our YouTube content won't necessarily be published as a TEK2day podcast. We occasionally publish our content to LinkedIn, but not all of our content. The best way to find our content is here at … Continue reading TEK2day: All Things Technology & Capital Markets-Related

Google Search Has Yet To Lose Share To Bing

Google Search Has Yet To Lose Share To Bing

Old habits are difficult to break, especially when it comes to technology usage patterns. Microsoft's control of OpenAI / ChatGPT has yet to pay dividends on the Search front. Recall that Microsoft incorporated ChatGPT into Bing search several months ago. Google - the Search and AI King - has yet to lose share to Bing. … Continue reading Google Search Has Yet To Lose Share To Bing

What’s Next For WarnerBros Discovery?

What’s Next For WarnerBros Discovery?

Reading through WarnerBros Discovery's (ticker: WBD) financials... it makes lots of sense for WBD CEO David Zaslav to find a strategic partner. WBD is undersized in its direct-to-consumer ("DTC"), business - it needs more proprietary content and reach. WBD has approximately $47 billion in debt ($3 billion short-term, $44 billion long-term). An acquisition of Endeavor … Continue reading What’s Next For WarnerBros Discovery?

Apple’s Primary Driver Is Price Increases

Apple’s Primary Driver Is Price Increases

Recall when Apple (ticker: AAPL), stopped reporting unit sales for its hardware products back in 2019? That's when Apple essentially admitted that it was no longer a growth company. I have a difficult time squaring Apple's muted unit growth with its valuation. Despite Apple's efforts to convince the world otherwise, it remains a hardware company. … Continue reading Apple’s Primary Driver Is Price Increases

I Question Cloudflare’s Data

I Question Cloudflare’s Data

Many media sites are quoting Cloudflare (ticker: NET) in their META versus Twitter articles (I've never seen Financial media so obsess over a private company as it does with Twitter). Specifically, Cloudflare's Radar product tracks Internet traffic across various usage metrics including usage by domain, geography, device type, user type (human/bot), etc. I question Cloudflare's … Continue reading I Question Cloudflare’s Data