Tag: Apple

Polaroid Day & “Polavision” Instant Video

Polaroid Day & “Polavision” Instant Video

We attended Polaroid Day at MIT Museum this weekend and were reminded of the genius of Edwin Land, co-founder of the Polaroid Corporation. "Like visiting a shrine" is how Apple co-founder Steve Jobs described meeting Land. Polaroid's Board did a great disservice to Land and his company. Film Forever Polaroid's original instant camera - 1947's … Continue reading Polaroid Day & “Polavision” Instant Video

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Apple TV+

Apple TV+

We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable … Continue reading Apple TV+

Episodic Television Is the Key to Winning the Streaming Wars

Episodic Television Is the Key to Winning the Streaming Wars

Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars

Google’s Only Real AI Competition? China

Google’s Only Real AI Competition? China

How do you catch Google - the AI leader - if you are Amazon, Apple, Microsoft or any other Tech giant? Answer: You can't. However, China can. Amazon and Microsoft have partnered on machine learning ("ML"), with their joint ML initiative - Gluon. That's a start but at the end of the day, effective AI/ML/Deep … Continue reading Google’s Only Real AI Competition? China

AI’s Dark Side – They’re Listening

AI’s Dark Side – They’re Listening

Hear that? Someone is listening. In fact, they all are: Google, Microsoft, Amazon, even Apple (who has positioned itself as a privacy champion). AI - more specifically the neural networks that power voice assistants - are far from fully autonomous. Deep learning models require human assistance at this juncture. Fair. It is when companies do … Continue reading AI’s Dark Side – They’re Listening

How We View Apple<span class="badge-status" style="background:red">Premium</span> 

How We View ApplePremium 

While the iPhone is an over-priced commodity, it is a key strategic component of Apple’s growth strategy. Apple missed on its Content business strategy but Apple Pay/Card and Apple Health are long-term growth opportunities. Will Apple capitalize? Our overview of Apple’s business follows. Premium Article $9.99. Word count 805. Hardware Focusing on phones, the iPhone … Continue reading How We View ApplePremium 

When Companies Aren’t Led by Experts

When Companies Aren’t Led by Experts

Much was made of Apple's chief designer Jony Ive stepping down last week. Rightfully so. What does it mean when companies aren't led by domain experts? "He’s not just a designer. That’s why he works directly for me. He has more operational power than anyone else at Apple except me. There’s no one who can … Continue reading When Companies Aren’t Led by Experts

More Payments M&A Is A Reaction to A Shifting Landscape

More Payments M&A Is A Reaction to A Shifting Landscape

Innovation is the Mother of Disruption Global Payments (tkr: GPN), and Total System Services/TSYS (tkr: TSS), agreed to combine in an all-stock transaction valued at approximately $21.5 billion. One could argue that Global Payments and TSYS needed to merge to better compete with recent payment mergers, in particular Fiserv and First Data. However, what's the … Continue reading More Payments M&A Is A Reaction to A Shifting Landscape

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. Reach us with any questions at jmaietta@tek2day.com