Operating at the Intersection of Technology and the Capital Markets
Category: Sports
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
I would not be surprised if Meta Platforms CEO Mark Zuckerberg were to become full time Meta Platforms Chairman in 2024 after handing the CEO title to an internal executive who has been loyal over the years. I don't pay close enough attention to Meta to know who that person may be. One thing is … Continue reading How Much Longer Will Zuckerberg Remain CEO?
VisionPro - Apple's mixed reality platform is what's next for Apple. However, the price point needs to come down before the high-end headset becomes ubiquitous. Assuming the price point comes down over the next several years, Apple will need glue to reel customers in and to drive usage. That means Apple will need to heavily … Continue reading What Next for Apple?
It is always a good idea for companies to add incremental products and services that customers value. These incremental products and services enhance the value of a given company's product and service portfolio. They act as "glue", which mitigates customer churn, drives usage and more. Amazon (ticker: AMZN), Prime: In the case of Amazon's Prime … Continue reading Tech Companies & Strategic Glue
YouTube ought to carry a standalone Enterprise Value of approximately $300 billion. YouTube's Ad business: YouTube's advertising business is a $30 billion Revenue business (we annualized YouTube's June quarter Ad Revenue). YouTube's Subscription business: YouTube's subscription services (YouTube TV, YouTube Premium and YouTube music; I subscribe to all three) generate approximately $17 billion in annual … Continue reading YouTube Is A Bigger Business Than Netflix. Why Not Spin Out YouTube?
Perhaps Amazon and others have already low-balled Disney regarding an acquisition of the Company? I know if I were Amazon, YouTube or Apple, and I was to lob an offer into Disney, I would not impute much value to ESPN. Sure, ESPN is a widely-recognized brand, but so is Amazon, YouTube and Apple. Further, ESPN … Continue reading Perhaps Disney Has Already Been Low-Balled?
META's Threads traffic has fallen off after a strong start in early July (blue line in the chart below). Zuckerberg needs to focus less on jiu-jitsu and more on META's product portfolio. Source (HERE). Does META have world-class Product Managers? One look at each product and the answer is a resounding "NO!" Start there. Hire … Continue reading META, META You Can Do Better
There was a time when it seemed that content producers believed that the answer to generating revenue was to go direct-to-consumer via a proprietary streaming platform and to do so without a distribution partner. That is a very expensive proposition. For example, the WWE (ticker: WWE), launched its 24/7 streaming network - WWE Network - … Continue reading It Is Expensive Selling To Consumers. Just Ask Disney CEO Bob Iger.
A quick glance at sell-side commentary tells a one-sided bearish story. Bearish sellside commentary: One analyst mentions potential Ad headwinds (approximately 78% of GOOGL's Total Revenue is generated from Ads versus approximately 98% for META). "Google is investing to stay in place" says another. (What? Google's product portfolio is not static by a longshot.) "META … Continue reading Google Is Misunderstood
The price increases of goods and services in 2021, 2022 and YTD combined with higher interest rates have ensured that a recession will follow. The economic damage is done. The Fed could take interest rates to zero percent tomorrow and restart QE and it would not stave off this recession. Prices for goods and services … Continue reading This Economic Recession Is Baked In
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