Some random thoughts on Google.. Google has an IR problem. For a company that grew constant currency revenues by 7% in the December quarter GOOGL shares ought to be trading higher. It's clear that investors don't fully understand the story. Google can simplify the story with a smarter IR effort. If the cloud around Google … Continue reading Random Thoughts On Google
Apple vs. Meta Quest 2
Apple is going to win the VR/AR/MR war vs. Meta. Apple simply has more elements it can leverage across its ecosystem to deliver a superior user experience delivered through its forthcoming headset (June 2023). Microsoft will be a bigger VR/AR/MR player than META in due time given the combination of its Productivity apps (perfect for … Continue reading Apple vs. Meta Quest 2
Putting AI In Perspective
I've long argued that Google is the AI King. Here's Why. Mobile. There are only 2 mobile operating systems that matter: Android (72% share) and iOS (28%) share. Therefore, when users interact with their phones through voice, they are primarily using Google's natural language AI (Google Assistant) or Apple's natural language AI (Siri). Nowhere to … Continue reading Putting AI In Perspective
META: Where Will Growth Come From?
Analysts estimate that META will grow revenues in 2023 over 2022. However, the estimates I see imply that revenue growth will be back-end loaded. We know how that usually ends. I see META struggling to generate year-over-year Revenue growth and expect for 2023 to be a down Revenue year. Zuckerberg is not an Operator. META's … Continue reading META: Where Will Growth Come From?
Technology Leaders Will Gain Share
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
Bob Iger’s Mission? Sell Disney.
I am not buying the talk that Bob Iger's mission is to identify his successor at Disney (DIS). A sale will most likely be Iger's final act as Disney CEO. Iger already whiffed once with his selection of Bob Chapek as his successor. Iger will not make the same mistake twice. Rather than name a … Continue reading Bob Iger’s Mission? Sell Disney.
Amazon Prime: The Most Active Streamer
We expect Amazon Prime to be the most active streaming service over the next number of years in terms of its overall commercial activity. This will be especially true as it relates to: 1.) strategic partnerships with other content providers across content categories (sports & entertainment), as well as 2.) acquisitions. Apple (AAPL) and Amazon … Continue reading Amazon Prime: The Most Active Streamer
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
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
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