Facebook imagines a future in which consumers will pay for online and offline services with its cryptocurrency - Libra. Our view is that Libra will eventually enjoy broad adoption. The cryptocurrency floodgates are open, it’s primarily a question as to how Libra and others will be regulated. Regulation boils down to the size of the … Continue reading Facebook Calibra and Libra.
FTC slaps Facebook on the wrist and levies $5B fine. Combining legacy Facebook, Instagram and WhatsApp. A grand product strategy or slick tactical move to avert regulators? Facebook only found religion as it relates to user privacy after the FTC threatened to break up the company into three separate entities - 1) legacy Facebook, 2) … Continue reading Checkmate. Facebook Wins.
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
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
Google Ads, Live Sports, Amazon Ads and In-Game Product Placement all have one thing in common - superiority to Facebook Ads. Why you may ask? Speaking from experience, I do not trust Facebook Ads. We stopped running Facebook Ads for CEORater in Q1'18. We never went "all in". We tested a series of small ads … Continue reading Skip the Facebook Ad
Mark Zuckerberg does not trust his people. Facebook is a great example of a company that has lost its way as founder CEO Mark Zuckerberg increasingly exercises control over product decisions. Tightening control. It is difficult to fault Zuckerberg for tightening his grip on Facebook's strategic reins in the aftermath of the Cambridge Analytica scandal. … Continue reading In Zuck We Trust?
Video, Peer-to-Peer (“P2P”) payment services and mobile devices largely drive data creation of approximately 3 billion gigabytes per day. How do you leverage these macro trends in your business?
The SEC ought not allow companies to issue supervoting or non-voting shares - a method companies use to enable founders to exercise control beyond their share ownership. To my knowledge it has only been a few, high profile Technology companies that have used this trick. Alphabet (tkr: GOOG) split its stock into three classes in … Continue reading Supervoting Shares = Poor Corporate Governance
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
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