Alphabet, Amazon, Apple, Facebook and Microsoft each grew headcount in 2020 with all but Alphabet accelerating headcount growth. Big Tech has a hunger for software engineers, architects, designers and data scientists. These skilled employees are working to scale sophisticated cloud platforms, applications and services that increasingly leverage advanced automation and analytics powered by artificial intelligence/ … Continue reading Big Tech’s Hunger For Talent
Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.
Apple promotors want investors to believe that Apple is a Services company. That is not reality. "Services" accounted for only 20% of revenue in AAPL's most recent fiscal year (see our table below). If Apple were to "bundle" certain hardware products into a version of its Apple One subscription (see our header photo), the company … Continue reading Apple Is A Services Company. Except It’s Not.
Apple (AAPL) agreed to pay a $113 million fine related to throttling of iPhones. The fine comes with all of the usual B.S. about not having to admit guilt. Apple generated $81 Billion of Operating Cash Flow in the most recent year, thus the fine is meaningless. This government action is without teeth and reminds … Continue reading Apple Slapped On the Wrist. Law Enforcement Lacks Teeth.
The punchline is that COVID-19 has had a dramatic and lasting negative impact on public transportation as measured by our analysis of Apple Maps data. Below we provide examples of some of America's largest cities and the trends around driving, walking and public transportation. It's probably not a good idea to go long muni bonds. … Continue reading COVID’s Lasting Impact On Mobility
Robinhood and other Fintech firms are using Social Media-based principles and tools such as "gamification" software to drive customer growth and usage. Legacy Asset Managers are taking the M&A route. Order Flow Revenue or "Pay-to-Play Revenue" is the revenue that Asset Managers generate from directing equity and options order flow to various trade execution firms … Continue reading Two Different Approaches To Growth: Fintech vs. Legacy Asset Managers
Ericsson forecasts a five-fold increase in mobile data traffic from year-end 2019 (approximately 33 Exabytes consumed per month) through 2025 (approximately 164 Exabytes consumed per month). This does not include wireless data traffic. New protocols (5G), new services (AR/VR, streaming, work-from-home, remote medicine), and consumer connected device growth will help drive this trend. Phones today … Continue reading Explosive Mobile Data Traffic Growth & New Use Cases
Much was made of Apple's chief designer Jony Ive stepping down last week. Rightfully so. What does it mean when companies aren't led by domain experts? "He’s not just a designer. That’s why he works directly for me. He has more operational power than anyone else at Apple except me. There’s no one who can … Continue reading When Companies Aren’t Led by Experts
We sifted through TSYS' recent 2018 U.S. Consumer Payments Study and extracted the highlights. You may view the slides below in PDF form by clicking HERE. To read the full report click HERE. Reach us with any questions at email@example.com
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?