Tag: Apple

Is Google’s Search Engine Losing Share to Baidu, Bing & Others?

Is Google’s Search Engine Losing Share to Baidu, Bing & Others?

TEK2day's platform has enjoyed more traffic from organic searches (not Ads nor referrals) over the past several years per the below table. Google searches have accounted for 41.5% of all TEK2day traffic year-to-date, down from 45.5% in all of 2020. The table below highlights Bing (tkr: MSFT), Baidu (tkr: BIDU) and duckduckgo (private) as they … Continue reading Is Google’s Search Engine Losing Share to Baidu, Bing & Others?

Work From Home Policy Is A Question of Company Culture

Work From Home Policy Is A Question of Company Culture

A one-size fits all approach to WFH policies will not work. CEOs and Executive Management teams must shape WFH policy based on corporate culture. Some companies such as Automattic (WordPress owner) have operated in a 100% remote work environment since their founding (Automattic founded in 2005). Other companies perform better when employees share a physical … Continue reading Work From Home Policy Is A Question of Company Culture

AT&T Took Our Advice But It Does Not Solve The Scale Problem

AT&T Took Our Advice But It Does Not Solve The Scale Problem

Will Apple, Disney or Netflix pursue an acquisition of NewCo? Last year we wrote that AT&T should sell WarnerMedia. On Monday AT&T (tkr: T) led by John Stankey agreed to spin-off its WarnerMedia asset and to combine it with John Malone's Discovery (tkr: DISCA) in a new, publicly-traded company led by Discovery CEO David Zaslav. … Continue reading AT&T Took Our Advice But It Does Not Solve The Scale Problem

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal recently announced that it is moving core applications to Google Cloud. The PayPal Google Cloud relationship is not new (read more here). However, what is interesting to us is that Bill Ready (Google Commerce leader having joined Google in January 2020) is PayPal's former COO. Further, Google Commerce could use a boost in its … Continue reading PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

Florida and Texas Poised To Capture Market Share As Economy Reopens

Florida and Texas Poised To Capture Market Share As Economy Reopens

As the economy reopens certain states are better positioned than others as it relates to capturing economic activity generated from live events and in-person transactions. AT&T Stadium in Arlington, Texas hosted more than 73,000 people Saturday night for a boxing card. Texas is one of the more relaxed states as it relates to COVID restrictions … Continue reading Florida and Texas Poised To Capture Market Share As Economy Reopens

Apple’s New North Carolina Campus Key In AI Race

Apple’s New North Carolina Campus Key In AI Race

Apple's new Raleigh, NC-area campus announcement is the type of corporate announcement that often flies under the radar. The Raleigh / Research Triangle area is home to many technology companies notably SAS of Cary, NC. The Raleigh-area is home to a highly educated workforce with deep Software experience (not to mention it is a relatively … Continue reading Apple’s New North Carolina Campus Key In AI Race

Alphabet Is The AI Alpha Dog

Alphabet Is The AI Alpha Dog

Amazon, Apple and Microsoft will never catch the AI leader. Google's AI capability will become increasingly sophisticated (we use "AI" as a catch-all for artificial intelligence, machine learning, deep learning and related disciplines), with time and will evolve at a faster rate than Amazon, Microsoft and certainly Apple. Google on-device applications such as Google Assistant, … Continue reading Alphabet Is The AI Alpha Dog

Update: Battle-Tested Software CEOs

Update: Battle-Tested Software CEOs

We published a piece in March 2020 entitled Battle-Tested Software CEOs, that highlighted a group of CEOs that we believed would hold the line and successfully navigate the COVID waters. Here is our updated thinking regarding that list. Tickers mentioned: AAPL, ADBE, CSGP, CVLT, FISV, MSCI, PYPL, SPGI, SQ, SSNC, VRSK Andy Florance. Founder & … Continue reading Update: Battle-Tested Software CEOs

Legacy Technology Is Dragging On Amex & PayPal

Legacy Technology Is Dragging On Amex & PayPal

Both Amex (AXP) and PayPal (PYPL) are disadvantaged by legacy systems. This is not news to anyone who has worked with Amex or PayPal as a service provider. Management of each company is likely to continue to sweep the problem under the rug out of fear of disappointing Wall Street in the near-term (it is … Continue reading Legacy Technology Is Dragging On Amex & PayPal

Square, PayPal, and Apple Will Dominate A Digital Currency World

Square, PayPal, and Apple Will Dominate A Digital Currency World

A digital currency world is coming. The 2022 Beijing Olympics will operate via a digital RMB for local attendees and may include digital cross-border payments as well. Our Federal Reserve is experimenting with digital currency. Both Fed Chair Powell and Treasury Secretary Yellen have talked down Bitcoin and said the U.S. will move slowly with … Continue reading Square, PayPal, and Apple Will Dominate A Digital Currency World