Tag: AMZN

Amazon Bank, Apple Bank, Google Bank…

Amazon Bank, Apple Bank, Google Bank…

Fed Chairman Powell should lob calls into Andy Jassy (AMZN CEO), Tim Cook (AAPL CEO), Sundar Pichai (GOOGL CEO), Satya Nadella (MSFT CEO) and Doug McMillon (WMT CEO) in an effort to persuade them to consider acquiring a bank. To hell with potential pushback from the FTC. AMZN, AAPL, GOOGL, MSFT and WMT already dabble … Continue reading Amazon Bank, Apple Bank, Google Bank…

Putting AI In Perspective

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?

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 Stocks Are Not Yet In The Clear

Technology Stocks Are Not Yet In The Clear

The NASDAQ Composite has had a nice little run, up more than 9% year-to-date. However, I would exercise caution ahead of Tech earnings and the Fed's January 31st / February 1st FOMC meeting. We have written on numerous occasions that we expect management teams to take a conservative approach to 2023 Revenue and EPS guidance. … Continue reading Technology Stocks Are Not Yet In The Clear

YouTube & The NFL

YouTube & The NFL

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

Bob Iger’s Mission? Sell Disney.

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

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

FTC Sues To Block Microsoft’s Activision Acquisition

FTC Sues To Block Microsoft’s Activision Acquisition

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

AWS vs. Azure vs. Google Cloud

AWS vs. Azure vs. Google Cloud

AWS is Amazon's (AMZN) most profitable business unit (26% operating margin in the September quarter), and is subsidizing other Amazon business units. While AWS allocates capital to other AMZN business units, competing cloud platforms Azure and Google Cloud are capital allocation recipients. While AWS touts its new, high-end Graviton chips - these chips will compete … Continue reading AWS vs. Azure vs. Google Cloud