Tag: AMZN

What’s Next For WarnerBros Discovery?

What’s Next For WarnerBros Discovery?

Reading through WarnerBros Discovery's (ticker: WBD) financials... it makes lots of sense for WBD CEO David Zaslav to find a strategic partner. WBD is undersized in its direct-to-consumer ("DTC"), business - it needs more proprietary content and reach. WBD has approximately $47 billion in debt ($3 billion short-term, $44 billion long-term). An acquisition of Endeavor … Continue reading What’s Next For WarnerBros Discovery?

More AI Madness

More AI Madness

Sure, Palantir (ticker: PLTR), is a fine Info Services company with a predictive analytics platform at its core. However, given the heavy nature of its customer deployments, PLTR can't scale the way AWS, Azure and GCP scale. In fact, Palantir sits on top of AWS, Azure and Google Cloud. So, what are investors so excited … Continue reading More AI Madness

Amazon Reports Thursday. Here Are Our Thoughts On AWS.

Amazon Reports Thursday. Here Are Our Thoughts On AWS.

One would expect Amazon's AWS business to slow when the company reports earnings this Thursday August 3rd. Our position on the Big 3 (AWS, Azure, GCP), is unchanged since January (read that article HERE). AWS revenue growth will slow as a result of fewer startup creations and headcount reductions over the past year combined with … Continue reading Amazon Reports Thursday. Here Are Our Thoughts On AWS.

Generative AI Flips the Script on AWS, Azure and GCP

Generative AI Flips the Script on AWS, Azure and GCP

In years past AWS (Amazon) was the leading cloud platform from a Revenue standpoint followed by Azure (Microsoft) with GCP (Google) in the third position. All three companies offer broadly-defined "AI" capability, in particular Machine Learning, which customers such as Netflix (an AWS customer), use to track and predict user behavior. When it comes to … Continue reading Generative AI Flips the Script on AWS, Azure and GCP

IBM’s M&A Strategy

IBM’s M&A Strategy

With respect to IBM's (IBM) acquisition of Apptio (private, Vista Equity), it will provide a modest boost to growth. However, I would much rather see IBM pursue acquisitions of Info Services companies such as CoStar (CSGP), Factset (FDS), ICE (ICE), Solera (private), Verisk (VRSK) or any number of other data-centric companies that could provide grist … Continue reading IBM’s M&A Strategy

Google, Microsoft, Amazon and AI

Google, Microsoft, Amazon and AI

GOOGL shares have come a long way since we wrote that they looked attractive on Feb 27th 2023 (HERE). Do MSFT shares deserve the premium they have versus GOOGL shares? (Table below). Not in my view. I appreciate that MSFT does not have the Advertising exposure that GOOGL has, but the valuation premium seems too … Continue reading Google, Microsoft, Amazon and AI

AI Failure: Many Companies Will Fail To Scale Their AI Projects

AI Failure: Many Companies Will Fail To Scale Their AI Projects

Many companies will fail in their implementation of various AI projects. Many companies underestimate the cost and effort associated with advanced automation / "AI" projects. In addition, companies often fail to clearly define the business problem they wish AI to solve upfront in their AI project process. 1.) Define the Business Problem: This is not … Continue reading AI Failure: Many Companies Will Fail To Scale Their AI Projects

AWS, Azure, GCP and Oracle

AWS, Azure, GCP and Oracle

My outlook as it relates to AWS, Azure, Google Cloud Platform (GCP) and Oracle's cloud server business is unchanged as compared to the article we wrote back in January (HERE). Fewer startups will be built upon remote server platforms (AWS and Azure being numbers 1 and 2) as most startups are cutting heads or worse … Continue reading AWS, Azure, GCP and Oracle

A WWE Deal Appears Close

A WWE Deal Appears Close

It appears that a WWE transaction is around the corner. If I were a prospective buyer I would want to see what kind of numbers WWE does this weekend when it hosts its largest annual pay-per-view event -Wrestlemania - from Los Angeles. WWE shares sit at $89.32 as they have climbed from $84.08 on Friday … Continue reading A WWE Deal Appears Close