Tag: Apple

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Will we subscribe to Apple’s forthcoming subscription video on demand (“SVOD”) service simply because it’s Apple? Apple plans to release various service bundles later this year that will contain video and news content. For purposes of this discussion let's focus on video content where the name of the SVOD game is "content quality". At launch, … Continue reading Apple’s New Video Service – How Many Subscription Services Can We Eat?

Why Apple Needs to Build the Apple Car

Why Apple Needs to Build the Apple Car

Google, Amazon and Apple are in a war to control the extended home. The automobile is part of that equation. Google, Amazon and Apple are in a three-way heavyweight fight for home supremacy. When it comes to the home - if Google and Amazon are Joe Louis and Muhammad Ali (two pound-for-pound greats) then Apple is Archie Moore (a great heavyweight but … Continue reading Why Apple Needs to Build the Apple Car

Acquire or Be Acquired: FinTech Lions and Lambs<span class="badge-status" style="background:red">Premium</span> 

Acquire or Be Acquired: FinTech Lions and LambsPremium 

FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and LambsPremium 

Now Is the Time for Apple to Acquire SoundCloud<span class="badge-status" style="background:red">Premium</span> 

Now Is the Time for Apple to Acquire SoundCloudPremium 

Podcasts (and Music) Provide Apple an Opportunity to Gain Market Share  Apple wishes to boost its iCloud business which lags AWS, Google and Microsoft's cloud offerings. In addition, Apple Music lags Spotify. In podcast land, the Apple Podcast directory commands approximately 70% market share. Other directories include Google Podcasts, Stitcher, iHeartRadio and many others. The … Continue reading Now Is the Time for Apple to Acquire SoundCloudPremium 

Have A Bundle Discussion with Customers, Not A Product Discussion<span class="badge-status" style="background:red">Premium</span> 

Have A Bundle Discussion with Customers, Not A Product DiscussionPremium 

Bundle Pricing Negotiations Are Preferable to Product Pricing Negotiations Vendors have far more leverage with customers when negotiating pricing for a bundle/platform of products and services as opposed to an a la carte negotiation. There's a reason why cable providers sold content bundles for years - it was the optimal revenue and profit model - … Continue reading Have A Bundle Discussion with Customers, Not A Product DiscussionPremium 

Apple Should Double Down on Apple Health Now<span class="badge-status" style="background:red">Premium</span> 

Apple Should Double Down on Apple Health NowPremium 

The iPhone Is A High-Priced Commodity The iPhone is little more than a high-priced commodity at this juncture. There is little differentiation between it and lower cost alternatives (OnePlus for example) both from a design and feature functionality standpoint. However, with 2 billion-plus devices in circulation, Apple's future does not rest exclusively with new device … Continue reading Apple Should Double Down on Apple Health NowPremium 

Facebook – Things Will Get Worse Before They Get Better<span class="badge-status" style="background:red">Premium</span> 

Facebook – Things Will Get Worse Before They Get BetterPremium 

Things Will Get Worse for Facebook Before They Get Better. A Second Act Is Required. Our thesis is simple. User growth has slowed and in the recent June quarter declined. We expect this trend to continue in the near-term as the following factors negatively impact Facebook’s business. Declines in User Trust and Engagement: The Cambridge … Continue reading Facebook – Things Will Get Worse Before They Get BetterPremium 

Don’t Be Disintermediated<span class="badge-status" style="background:red">Premium</span> 

Don’t Be DisintermediatedPremium 

Disintermediation Defined Disintermediation is when one party inserts itself between an interested party and its customers (see below table of “disintermediators” and “disintermediatees”).  Ironically, parties that suffer disintermediation often invite it upon themselves. Google Disintermediates Yelp and OpenTable For the past several years Yelp restaurant reviews appeared on Google business listings (this appears to have … Continue reading Don’t Be DisintermediatedPremium 

Original Content Disclosures Are Lacking.  Introducing “Content Yield”

Original Content Disclosures Are Lacking. Introducing “Content Yield”

Content Is King Content is King to quote Sumner Redstone. At CEORater we spend a fair amount of time thinking about content. Over the past 24 months we have considered the following for our platform: 1.) video streaming of earnings calls with associated analytics 2.) employee video reviews 3.) business news (original and third-party) and … Continue reading Original Content Disclosures Are Lacking. Introducing “Content Yield”

Disruption – It’s the Punch You Don’t See that Hurts<span class="badge-status" style="background:red">Premium</span> 

Disruption – It’s the Punch You Don’t See that HurtsPremium 

Disruption Rarely Announces Its Arrival Ask Curtis Stevens - the gentleman who was knocked on his posterior by Gennady Golovkin in our header image - if he saw the punches coming.  Ask former Microsoft CEO Steve Ballmer if back in the early 2000's he knew SaaS/cloud-based service delivery models would dominate the software landscape.  Ask … Continue reading Disruption – It’s the Punch You Don’t See that HurtsPremium