Category: Software

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Streaming Services Unbound

Streaming Services Unbound

There are a number of new streaming content providers on the block such as YouTube TV, ESPN+ and the forthcoming Disney+. In addition, legacy content providers such as the New York Times and CBS have caught subscription fever. (free article) Subscription fatigue? Time will tell. We provide subscriber metrics including number of paid subscribers and … Continue reading Streaming Services Unbound

The Subscription Economy

The Subscription Economy

Our Conversation with "Subscription Economy" Pioneer and Zuora (tkr: ZUO), Co-Founder & CEO Tien Tzuo This article serves as a follow-up to our earlier article: "Every Company Should Consider Adopting A Subscription Revenue Model" We favor subscription revenue models for a variety of reasons:Providing a better service: Subscription models (aka - "usage-based models" or "consumption-based … Continue reading The Subscription Economy

Apple Will Have A New CEO Within 5 Years<span class="badge-status" style="background:red">Premium</span> 

Apple Will Have A New CEO Within 5 YearsPremium 

Apple will have a new CEO within 5 years. You may thank Apple CEO Tim Cook and former Microsoft CEO Steve Ballmer. Microsoft shares flat-lined from 2001 to 2013 during a series of flubs including being late to the Internet, late to mobile, late to the cloud, late to AI, slow to capitalize on the … Continue reading Apple Will Have A New CEO Within 5 YearsPremium 

The Age of Autonomous Video Games

The Age of Autonomous Video Games

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

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Apple’s New Video Service – How Many Subscription Services Can We Eat?

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?

Amazon is Making Smart Home Bundles Easy

Amazon is Making Smart Home Bundles Easy

Amazon is making smart home bundles easy. In the process, Amazon is becoming a CyberSecurity and Data Privacy leader. It was Cable and Software bundles in the 1980s, 1990s and 2000s. Today, it’s Smart Home bundles and Amazon is making it easy. For technology vendors it pays to own the “bundle” (a word antitrust regulators … Continue reading Amazon is Making Smart Home Bundles Easy

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as a long-term investment? Right up there with owning an airline. Heck, even if the rideshare companies were operating at scale - running on autonomous vehicle fleets - would you really want to own that business? Depreciating assets, multiple competitors (it will be more than Lyft and Uber), and thin profit margins (we are … Continue reading Rideshare as an Investment? Don’t Be Spun by the VCs

Securities Trading & Revenue Cycle Management Are Related<span class="badge-status" style="background:red">Premium</span> 

Securities Trading & Revenue Cycle Management Are RelatedPremium 

Securities Trading and Revenue Cycle Management (“RCM”) may reside in different industries, yet they share enough common elements to be considered cousins. We believe that FinTech companies that play in the Securities Trading area will look to the HealthIT industry - RCM in particular - to capture growth. See our Interactive HealthIT / RCM company … Continue reading Securities Trading & Revenue Cycle Management Are RelatedPremium 

Scale Matters in Tech

Scale Matters in Tech

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