Tag: AAPL

Bob Iger’s Back as Disney CEO

Bob Iger’s Back as Disney CEO

It is hardly a surprise that Bob Iger is back as Disney (DIS) CEO. One of the first operational changes that former Disney (DIS), CEO Bob Chapek made was to put management layers between himself and Creative which was far from the optimal leadership structure for churning out consistently great content - a prerequisite for … Continue reading Bob Iger’s Back as Disney CEO

Apple & Microsoft Will Impede META’s Recovery

Apple & Microsoft Will Impede META’s Recovery

The metaverse is a fancy term for AR and VR technologies. Apple is an AR/VR laggard, but that is likely to change in Q1 2023 as Apple rolls out its AR/VR headset. Microsoft has played in the AR/VR space for a few years. Both AAPL and MSFT have stronger balance sheets to leverage across AR/VR … Continue reading Apple & Microsoft Will Impede META’s Recovery

Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter

Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter

When you invest in a company (public or private), you're betting on the CEO and management team, not a product or service. A CEO can torpedo or lift a company's prospects overnight. Microsoft under former CEO Steve Ballmer and current CEO Satya Nadella underscores the importance of the CEO. Ballmer was a Marketing exec that … Continue reading Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter

Phone Innovation = Chip Innovation

Phone Innovation = Chip Innovation

Phone innovation is primarily about chip innovation as chip architecture enables ever more complex processing capability that powers increasingly sophisticated services and elegant user experiences. Therefore, when I read that Evans Hankey - Apple's Industrial Design VP - will be leaving the company I did not believe the loss would be as detrimental as it … Continue reading Phone Innovation = Chip Innovation

I Love Google’s Pixel Phones

I Love Google’s Pixel Phones

I love Google's Pixel phones. When Android founder Andy Rubin shut down his mobile phone startup - Essential - I migrated from Essential's beautiful phones to the equally beautiful Google Pixel 3 in October 2018. Last year I upgraded to the Pixel 5 and will likely purchase the Pixel 7 within 24 months. I'm not … Continue reading I Love Google’s Pixel Phones

Powering The Bundle: What Streaming Services Can Learn From Enterprise Software

Powering The Bundle: What Streaming Services Can Learn From Enterprise Software

Enterprise Software companies know that it is imperative to add features and functionality in order to justify price increases. It is time for streaming services to learn that lesson. What can streaming services learn from the Enterprise Software industry? One important lesson is that Software companies that genuinely care about their customers add value in … Continue reading Powering The Bundle: What Streaming Services Can Learn From Enterprise Software

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

The Metaverse Is At Least A Decade Away

The Metaverse Is At Least A Decade Away

The Metaverse becoming reality is at least a decade away if not 20-25 years away. The Metaverse as we imagine it is one with rich graphics, hundreds of millions of users and billions of online transactions. There are two primary obstacles preventing this reality: The Metaverse suffers from poor graphics. Content companies including Meta Platforms/Facebook … Continue reading The Metaverse Is At Least A Decade Away

Don’t Give Up On Google

Don’t Give Up On Google

Google's AI leadership position will pay dividends for decades to come as natural language AI increasingly becomes part of our day-to-day lives. We are only in the first inning of AI's evolution insofar as how we interact with it on a day-to-day basis. Google's AI ingests more data and learns at a faster rate as … Continue reading Don’t Give Up On Google

Apple + Disney

Apple + Disney

We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my … Continue reading Apple + Disney