Tag: content

Content Wars & Investing for Tomorrow

Content Wars & Investing for Tomorrow

Not Apples to Apples but the Below Tells A Story.. YouTube (GOOG): More than 1.9 billion logged-in YouTubers each month. 200 million+ logged-in users watch people play games on YouTube each day. (YouTube/Stadia has one foot in today and one in tomorrow with traditional content and video games on the platform). Netflix (NFLX): 139 million … Continue reading Content Wars & Investing for Tomorrow

Every Company Is A Content Company

Every Company Is A Content Company

Notice anything about the above image? It looks like a Facebook feed and five of the nine content pieces (only three are fully visible), are videos. The image is a screen capture from Goldman Sachs' homepage - part of a modernization/ outreach effort under new Goldman CEO David Solomon. Personally I've noticed that companies are … Continue reading Every Company Is A Content Company

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”

The Three Rings of Amazon (AMZN)

The Three Rings of Amazon (AMZN)

Amazon's 1st Ring Amazon's Core Services Portfolio drives the company's macro strategy. AMZN's more recent product and service offerings (both organic and acquired offerings) are covered in the "2nd Ring" and "3rd Ring" sections and serve to strengthen the Core portfolio.  Amazon.com: Amazon's crown jewel. The world's broadest and deepest ecommerce platform.  Amazon Web Services (AWS): … Continue reading The Three Rings of Amazon (AMZN)

Is Apple Disney’s End Game?

Is Apple Disney’s End Game?

Yes if You Ask Us While AT&T moving to acquire Time Warner and Disney (and Comcast?) moving to acquire Fox are interesting deals, it’s more interesting to us what the next chess move may be in a world that increasingly values content (live sports and premium original content in particular).  We recently wrote about and … Continue reading Is Apple Disney’s End Game?

The Content Game Has Just Begun!

The Content Game Has Just Begun!

Disney plans to acquire 21st Century Fox in order to create scale for its OTT Netflix competitor. We previously wrote about the deal announcement here. Post close, the content streaming game is effectively a two-horse race between Netflix and Disney. Game over you say? Au contraire - the game has just begun! No, we're not … Continue reading The Content Game Has Just Begun!