Live sports still captures the most eyeballs across traditional content categories (certain video game title releases capture more eyeballs). If Apple (AAPL), Amazon (AMZN), Disney (DIS), Google (GOOGL), WarnerBrosDiscovery (WBD), Fox (FOXA), Comcast (CMCSA), Netflix (NFLX) or another large media player was to announce a deal that it was acquiring a sports franchise, I generally … Continue reading Live Sports Remains The Traditional Content King
Amazon Prime Music increased its library of free songs available to Prime members from 2 million songs to 100 million songs. In addition, Prime members may download this music without having to subscribe to the Unlimited Plan for $8.99/month. Compare this to YouTube Premium which offers Ad-free videos and unlimited, Ad-free music (downloadable), for $11.99/month … Continue reading Amazon Beefs Up Prime Music
As a follow-up to our September 30th article about META and the UFC working together to broadcast fights in the metaverse, we got our first taste on Friday night as to what a mixed reality MMA fight looks like. Technically it was the LFA MMA league which was broadcast on the UFC's proprietary Fight Pass … Continue reading Live Sports In the Metaverse
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?
To date approximately 90% of TEK2day content has been free to readers. That will change on September 1st when the majority of our content will move to "premium" status including 100% of our long-form content. Certain of our articles - those of the single paragraph nature - will remain free to readers. Premium TEK2day articles … Continue reading Nothing’s For Free
Speaking of value names, have you looked at Chubb (tkr: CB)? 9x EV trailing Operating Cash Flow ("OCF"), 27% OCF margins and a 13% cash flow yield. Recurring revenue, technology-infused companies like Chubb will eventually enjoy a Valuation Makeover as we wrote in June 2019. Recall that ACE acquired Chubb in 2015 for $28B and … Continue reading Have You Looked at Chubb?
Netflix should acquire video game companies to better compete with the wide variety of alternatives available to its customer base. Investors often mistakenly define Netflix's business too narrowly. Netflix is in the broadly-defined "entertainment" business and therefore competes for viewers' attention. Netflix competitors include traditional television, streaming services (video, music, video games), social media, reading … Continue reading Netflix Should Acquire Video Game Companies
A Winning Culture Doesn't Happen by Accident "Culture" is a word of the moment that has been spoken ad nauseam, primarily by sports and business media. Sports journalists heavily used the word during the recent NFL coaching carousel. What these journalists failed to mention is that "culture" in the context of an organization is not … Continue reading Defining A Winning Culture
Streaming content provider DAZN suffered a knockout over the weekend that may be impossible to come back from. We are calling it now. The Streaming Wars have suffered the first high profile casualty. DAZN - the nascent streaming network for combat sports - is in the process of raising money. We would love to be … Continue reading Streaming Wars: ESPN+ KO’s DAZN
We are keeping our content light during the dog days of August. Perhaps you have seen our previous posts regarding CEO personalities? Our Mid-Cap Software CEO Personality Analysis made the rounds this spring (access HERE). For fun we thought we would put a new spin on the debate that has dominated NBA circles this offseason … Continue reading The Next Great Tech CEO – Michael Jordan or LeBron James?Premium