Tag: AMZN

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger

Convenience as a Service (“CaaS”)

Convenience as a Service (“CaaS”)

We recently published an article entitled "The Now Economy and Workplace Implications". Sticking with this theme and on the heels of Walmart's latest salvo in the "Walmart vs. Amazon Food Delivery War", we have published a list of food delivery services. We also share our thoughts as to how this game may play out - … Continue reading Convenience as a Service (“CaaS”)

Amazon Wants To Know How You Feel

Amazon Wants To Know How You Feel

Amazon, Cogito and other technology companies leverage Artificial Intelligence, Deep Learning and Behavioral Analytics to gauge emotions and sentiment. Amazon cares about your feelings. The company is developing a voice-activated wearable device that can recognize human emotions. This consumer wearable device is a wrist-worn product which is described as a health and wellness product in … Continue reading Amazon Wants To Know How You Feel

Real Estate Tech<span class="badge-status" style="background:red">Premium</span> 

Real Estate TechPremium 

From Satellite Imagery to 3D Maps to Home Rentals to Smart Home Devices and More Companies mentioned in this report: Airbnb (private); Alarm.com (ALRM); Amazon (AMZN); Apple (AAPL); ARCHIBUS (private); Autodesk (ADSK); CoStar Group (CSGP); DigitalGlobe/ Maxar Technologies (MAXR); DocuSign (DOCU); EagleView (private); Ellie Mae (private); ESRI (private); Facebook (FB); Fidelity National Financial (FNF); Google … Continue reading Real Estate TechPremium 

Microsoft is the Cloud

Microsoft is the Cloud

Microsoft embodies the cloud and all it encompasses including edge computing, AI and machine learning, mixed reality, autonomous systems and more. Microsoft is a good proxy for what tomorrow's cloud-driven economy may look like. Our view? A tapestry of natural language AI-based applications and autonomous systems, all running on core platforms primarily powered by a … Continue reading Microsoft is the Cloud

Mobile & P2P Power Consumer Spend

Mobile & P2P Power Consumer Spend

We sifted through TSYS' recent 2018 U.S. Consumer Payments Study and extracted the highlights. You may view the slides below in PDF form by clicking HERE. To read the full report click HERE.

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Amazon’s Autonomous Robotics Acquisition: Canvas Technology

Amazon’s Autonomous Robotics Acquisition: Canvas Technology

Last week Amazon acquired Canvas Technology, an autonomous robotics company designed to automate fulfillment centers. This is Amazon's second acquisition of a robotics company deployed in fulfillment centers. The first was Amazon's March 2012 $775 million acquisition of Kiva Systems, which we had an opportunity to interact with last year in Boston. Amazon reportedly acquired … Continue reading Amazon’s Autonomous Robotics Acquisition: Canvas Technology

Streaming Services Unbound

Streaming Services Unbound

There are a number of new streaming content providers on the block such as YouTube TV, ESPN+ and the forthcoming Disney+. In addition, legacy content providers such as the New York Times and CBS have caught subscription fever. (free article) Subscription fatigue? Time will tell. We provide subscriber metrics including number of paid subscribers and … Continue reading Streaming Services Unbound

Disney – New King of the Jungle?<span class="badge-status" style="background:red">Premium</span> 

Disney – New King of the Jungle?Premium 

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?Premium