Tag: Alphabet

Google Hikes YouTube Premium Prices 28%

Google Hikes YouTube Premium Prices 28%

Vendors like Google will lift prices while they still have pricing power. If you are a YouTube Premium Family Plan member you received an email yesterday stating that plan pricing would increase from $17.99/month to $22.99/month on or after November 21st of this year. My guess is that you will see Technology companies both on … Continue reading Google Hikes YouTube Premium Prices 28%

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’s Ad Business Is About To Get Bigger

Apple’s Ad Business Is About To Get Bigger

Apple's (ticker: AAPL), advertising revenue playbook may look something like this two-step plan: 1.) Provide Apple customers with the ability to turn off targeted advertising via their iPhones (Apple's ATT initiative HERE); 2.) Once the competition (Meta Platforms, Snap, Google and others), has been dealt a significant advertising revenue blow, subsequently insert Apple targeted ads … Continue reading Apple’s Ad Business Is About To Get Bigger

The Economic Genie Is Out Of The Bottle

The Economic Genie Is Out Of The Bottle

It does not matter what the Fed does with the Fed Funds Rate at this point, the global economy is softening and is likely to get worse. Whether the Fed ultimately takes rates to 3.5% or 4.0% will have little effect on the macroeconomic backdrop (QT is a different story). More job cuts. Large Tech … Continue reading The Economic Genie Is Out Of The Bottle

Google Is Getting Its Payments Act Together

Google Is Getting Its Payments Act Together

Google finally combined its Google Wallet and G-Pay apps within the U.S. with Wallet as the surviving app. Google Wallet digests G-Pay. Wallet is the surviving app and enables users to retain G-Pay's NFC payments (cardless payments), capability. In addition, Wallet enables users to include other cardless transaction types such as loyalty cards, gift cards, … Continue reading Google Is Getting Its Payments Act Together

Amazon’s One Medical Acquisition – Analysts Are Missing The Boat

Amazon’s One Medical Acquisition – Analysts Are Missing The Boat

Amazon (ticker: AMZN), announced that it plans to acquire healthcare provider One Medical (ticker: ONEM), for approximately $3.9 billion. Some of the analysis we have seen misses the big picture. One Medical has approximately 180 clinics: Amazon could incorporate additional clinics into its Whole Foods and Amazon Fresh locations, thereby growing the number of consumer … Continue reading Amazon’s One Medical Acquisition – Analysts Are Missing The Boat

Neeva – A Better Way To Search?

Neeva – A Better Way To Search?

Ad-free search engine Neeva (try it HERE), has an interesting value proposition - it does not bury your organic Web search results with Ads. The company was co-founded by CEO Sridhar Ramaswamy, former SVP of Ads and Commerce at Google from 2013-2018. Neeva utilizes a freemium revenue model. Premium users ($4.95/month), have access to additional … Continue reading Neeva – A Better Way To Search?

Google Pay, G Pay, Google Wallet, Oh My!

Google Pay, G Pay, Google Wallet, Oh My!

Google's customer-facing payments execution is confusing. One must drill down to understand the difference between Google Pay, G Pay and Google Wallet. Further, Google's strategy for each of its FinTech apps differs by geography. Google's confusing positioning is surprising to us given that we have the utmost respect for Bill Ready who leads Google's Payments … Continue reading Google Pay, G Pay, Google Wallet, Oh My!

Platform Companies Will Increasingly Design Proprietary Silicon

Platform Companies Will Increasingly Design Proprietary Silicon

It is only logical that the leading smartphone company (Apple) and the leading AI company (Google) are increasingly designing more of their own silicon which is optimized for each company's respective products and services. Tickers mentioned: AAPL, AMZN, AVGO, GOOG, INTC, QCOM, SWKS Think of the iPhone and Google's Pixel phone. Every feature, every application, … Continue reading Platform Companies Will Increasingly Design Proprietary Silicon

Broadcom Agrees To Acquire VMware

Broadcom Agrees To Acquire VMware

Broadcom agrees to acquire VMware for $61 billion As we wrote previously, we believe this acquisition is a strategic blunder on the part of Broadcom (AVGO). Broadcom's acquisition of VMware (VMW) is essentially a "bet the company" type of acquisition given the amount of purchase consideration ($61 billion) and also given the fact that the … Continue reading Broadcom Agrees To Acquire VMware