Tag: GOOG

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger

The Now Economy and Workplace Implications

The Now Economy and Workplace Implications

The "Now Economy" We are all familiar with streaming services such as Netflix and ESPN+ which provide immediate gratification. Food delivery is one of the hottest sectors for Venture Capital (Walmart has recently followed suit). Smart home technology is making it such that we aren't required to lift a finger within the home - soon … Continue reading The Now Economy and Workplace Implications

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

Real Estate Tech<span class="badge-status" style="background:red">Premium</span> 

Real Estate TechPremium 

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 

Microsoft is the Cloud

Microsoft is the Cloud

Microsoft embodies the cloud and all it encompasses including edge computing, AI and machine learning, mixed reality, autonomous systems and more. Microsoft is a good proxy for what tomorrow's cloud-driven economy may look like. Our view? A tapestry of natural language AI-based applications and autonomous systems, all running on core platforms primarily powered by a … Continue reading Microsoft is the Cloud

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.

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Streaming Services Unbound

Streaming Services Unbound

There are a number of new streaming content providers on the block such as YouTube TV, ESPN+ and the forthcoming Disney+. In addition, legacy content providers such as the New York Times and CBS have caught subscription fever. (free article) Subscription fatigue? Time will tell. We provide subscriber metrics including number of paid subscribers and … Continue reading Streaming Services Unbound

“Google By the Numbers” or, “How We Feed the AI”

“Google By the Numbers” or, “How We Feed the AI”

Sure, Amazon’s Alexa-powered devices are nifty, but there’s only one AI king of the jungle - Google. Google benefits from more nodes on the network - i.e. more input data from which to learn - than any other single technology platform. “Google By the Numbers” or “How We Feed the AI”: Google processes 63,000+ search … Continue reading “Google By the Numbers” or, “How We Feed the AI”

Apple’s Strategy – The Good, The Bad & The Retro<span class="badge-status" style="background:red">Premium</span> 

Apple’s Strategy – The Good, The Bad & The RetroPremium 

When speaking or writing about Apple we have spent much of the past 18 months beating up on the iPhone. Yesterday's "Apple Event" didn't engender confidence in the firm's content strategy. Anchored by a curated, walled garden approach, Apple's strategy seems mired in the early 2000's at a time when young people have migrated to … Continue reading Apple’s Strategy – The Good, The Bad & The RetroPremium