Operating at the Intersection of Technology and the Capital Markets
Tag: Amazon Prime
The WSJ reports that YouTube is negotiating with the NFL for exclusive rights to broadcast NFL Sunday Ticket. YouTube/Google and Amazon Prime (Thursday night NFL games), are essentially pursuing a U.S. audience with their respective NFL strategies. The NFL ought to court YouTube in particular given that YouTube - not TikTok, not Instagram nor Snap … Continue reading YouTube & The NFL
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
Lina Khan's FTC is bad news. It reminds me of the FTC during the Obama Administration - quick to pick a fight with companies (I know from first-hand experience), without understanding the competitive landscape or how markets work. In this case, Microsoft's Xbox unit is the platform and Activision is the content publisher that will … Continue reading FTC Sues To Block Microsoft’s Activision Acquisition
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
It is no great mystery as to how or why Google's Ad business is losing share to Amazon and Facebook. People are increasingly conducting product searches on Amazon and are entertaining themselves on Instagram. Thus, advertisers increasingly want to be on Amazon and Facebook. Video game platforms are another competitor Google should be concerned with … Continue reading Amazon and Facebook Are Killing Google’s Ad Biz One Bite at A Time
Market leaders may iterate and experiment with less risk of customer churn than upstarts working to establish market position. Amazon Prime is a good example. I am toying with the idea of grouping some of our TEK2day writings as an Amazon Kindle book. While playing with the Kindle direct publishing feature I noticed a new … Continue reading Market Leaders Should Experiment Like Amazon
When compared to Netflix and Disney+, Amazon Prime is the most durable revenue stream of the three. We cover Prime's attributes and where we believe leverage points exist, including Amazon's strategic investment in "COVID-proofing" its distribution and customer-facing operations. There could be an AWS-like opportunity if Amazon decides to commercialize its COVID response. Part I … Continue reading Pt. I: Amazon Prime vs. Netflix & Disney+. Pt. II: Is Amazon Sitting On AWS 2.0?
It is going to be a tough road for Walmart (ticker: WMT), to catch Amazon (ticker: AMZN). The latter can use profits from PRIME and AWS to subsidize investments that provide a competitive advantage in retail operations and elsewhere (think cashierless checkout). One way for Walmart to begin to remedy this situation would be to … Continue reading Walmart + PayPal = True Commerce
Alternative Title: Innovation at Scale Sure, it's cheaper than ever to innovate today. Computing power increases while prices stay relatively flat. Cloud computing enables startups and small companies to acquire server capacity when needed and to leverage Artificial Intelligence capability from Day 1. Yet there are still real benefits to having scale, especially within the … Continue reading Don’t Bite the Hand that Feeds You
Disney May Be the New King of the Content Jungle. Disney+ Coming to A Screen Near You in November. We've previously written in these pages that "Content Is King". Similarly, back in 2017 we posited that "Netflix Loses in A Disney Fox Deal". Disney - owner of the world's best content library - was in … Continue reading Disney – New King of the Jungle?
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