Category: Phones

META & The UFC?

META & The UFC?

Meta Platforms (META) would provide the UFC an on-ramp to the metaverse. The UFC would provide META with valuable global content that could both serve as grist for META's virtual reality mill and provide META with a competitive edge in the content wars versus TikTok, Apple (AAPL), Amazon/Prime Video/Twitch (AMZN), Apple (AAPL), Google/YouTube (GOOG), Microsoft/Xbox … Continue reading META & The UFC?

The Metaverse Is The Least of META’s Problems

The Metaverse Is The Least of META’s Problems

Meta Platforms (META), has serious challenges in front of it: Apple's permission-based Ad tracking has hit META and other iOS app developers hard. Apple's iOS change is the primary reason why META's average price per Ad dropped 14% in the June quarter. This reality is not going away and META would be smart to find … Continue reading The Metaverse Is The Least of META’s Problems

Apple’s Ad Business Is About To Get Bigger

Apple’s Ad Business Is About To Get Bigger

Apple's (ticker: AAPL), advertising revenue playbook may look something like this two-step plan: 1.) Provide Apple customers with the ability to turn off targeted advertising via their iPhones (Apple's ATT initiative HERE); 2.) Once the competition (Meta Platforms, Snap, Google and others), has been dealt a significant advertising revenue blow, subsequently insert Apple targeted ads … Continue reading Apple’s Ad Business Is About To Get Bigger

A Short & Shallow Recession?

A Short & Shallow Recession?

What is the logic to suggest that a "short & shallow" recession is likely? Isn't it more likely things will get worse before they get better? The U.S., Europe and China are experiencing economic slowdowns. The U.S. is in a recession if you believe the Atlanta Fed (GDPNow for Q2 2022 is -1.6%. See GDPNow … Continue reading A Short & Shallow Recession?

Amazon’s One Medical Acquisition – Analysts Are Missing The Boat

Amazon’s One Medical Acquisition – Analysts Are Missing The Boat

Amazon (ticker: AMZN), announced that it plans to acquire healthcare provider One Medical (ticker: ONEM), for approximately $3.9 billion. Some of the analysis we have seen misses the big picture. One Medical has approximately 180 clinics: Amazon could incorporate additional clinics into its Whole Foods and Amazon Fresh locations, thereby growing the number of consumer … Continue reading Amazon’s One Medical Acquisition – Analysts Are Missing The Boat

What Does Pinterest’s New CEO Mean for Google?

What Does Pinterest’s New CEO Mean for Google?

Pinterest has a new CEO. Google needs to simplify its Payments strategy. The two are related. On June 4th we wrote (article HERE), that Google's Payments strategy is confusing given the company's three-pronged approach to consumer-facing payment apps - Google Pay, G-Pay and Google Wallet. Much of our surprise was due to the fact that … Continue reading What Does Pinterest’s New CEO Mean for Google?

Apple Continues To Invest In Wallet

Apple Continues To Invest In Wallet

Apple Wallet differentiates vs. other mobile wallets via its state ID and TSA efforts. Yesterday Apple announced that it is working with several states which will roll out the ability for state residents to add their driver’s license or state ID to Wallet on their iPhones and Apple Watches. With digital credit cards and the … Continue reading Apple Continues To Invest In Wallet