Amazon may not be a surprise to investors given the ubiquity of Amazon's ecommerce platform. Apple is an online advertising challenger given the services that sit on top of its devices from Gaming (Arcade) to Apple TV to Apple News to Apple's forthcoming push into AR/VR. Microsoft is another Tech giant that does not enjoy … Continue reading Amazon, Apple and Microsoft Are Online Advertising Challengers
Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects
Apple Wallet differentiates vs. other mobile wallets via its state ID and TSA efforts. Yesterday Apple announced that it is working with several states which will roll out the ability for state residents to add their driver’s license or state ID to Wallet on their iPhones and Apple Watches. With digital credit cards and the … Continue reading Apple Continues To Invest In Wallet
Google Health's CEO is to become Cerner's CEO. Google will allocate its Health projects to different parts of the organization. This wreaks of government interference. Cerner and Epic are two prime examples of large, established Healthcare IT players that should have been acquired by some combination of Amazon, Apple, Google or Microsoft by now. The … Continue reading Google To Dissolve Google Health
Tickers mentioned: AAPL, AVGO, MSFT, SAP, SNOW My personal view was that SAS founder Jim Goodnight would sell his Analytics firm to Snowflake (tkr: SNOW), Microsoft (tkr: MSFT) or SAP (tkr: SAP). SAS is known for its employee-friendly culture. Now that the WSJ has reported that Broadcom (tkr: AVGO) is moving to acquire SAS, it … Continue reading Broadcom to Acquire SAS?
The EU appears to have punctured Apple's 30% App Store fee structure. What if the United States and other countries were to follow suit? Below we estimate Apple's App Store revenue paid to third-party app developers in 2020 at $45.0 billion. This figure represents 70% of the total gross amount of $64.3 billion. The $64.3 … Continue reading Apple’s App Store Revenue Haircut
Tickers mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT) In May we wrote about Amazon potentially acquiring MGM. That deal was subsequently announced and will be reviewed by the FTC (per the WSJ) under new FTC Chair Lina Khan. We recently mentioned Ms. Khan as being tough on Big Tech. The FTC's … Continue reading Big Tech Firms Will Find It More Difficult To Execute M&A
TEK2day's platform has enjoyed more traffic from organic searches (not Ads nor referrals) over the past several years per the below table. Google searches have accounted for 41.5% of all TEK2day traffic year-to-date, down from 45.5% in all of 2020. The table below highlights Bing (tkr: MSFT), Baidu (tkr: BIDU) and duckduckgo (private) as they … Continue reading Is Google’s Search Engine Losing Share to Baidu, Bing & Others?
A one-size fits all approach to WFH policies will not work. CEOs and Executive Management teams must shape WFH policy based on corporate culture. Some companies such as Automattic (WordPress owner) have operated in a 100% remote work environment since their founding (Automattic founded in 2005). Other companies perform better when employees share a physical … Continue reading Work From Home Policy Is A Question of Company Culture
Will Apple, Disney or Netflix pursue an acquisition of NewCo? Last year we wrote that AT&T should sell WarnerMedia. On Monday AT&T (tkr: T) led by John Stankey agreed to spin-off its WarnerMedia asset and to combine it with John Malone's Discovery (tkr: DISCA) in a new, publicly-traded company led by Discovery CEO David Zaslav. … Continue reading AT&T Took Our Advice But It Does Not Solve The Scale Problem