Tag: Healthcare

Amazon Pharmacy Is Ramping Up Its Marketing Effort

Amazon Pharmacy Is Ramping Up Its Marketing Effort

We expect Amazon Pharmacy to take market share by providing consumers with price comparison capability, health information and related health services. We have noticed an uptick in Amazon Pharmacy YouTube Ads this week. The Amazon Pharmacy business unit is led by PillPack (Amazon acquired PillPack in 2018 for approximately $1 billion), co-founder T.J. Parker. In … Continue reading Amazon Pharmacy Is Ramping Up Its Marketing Effort

Healthcare and Technology To Enjoy Fastest Jobs Growth

Healthcare and Technology To Enjoy Fastest Jobs Growth

It should come as no surprise that the Healthcare Services and Technology industries will drive jobs growth for the foreseeable future. We examined figures published by the Bureau of Labor Statistics which we believe are directionally correct even through we do not completely agree with BLS data classification methodologies. Non-hospital Healthcare services (shaded in yellow) … Continue reading Healthcare and Technology To Enjoy Fastest Jobs Growth

The Marriage of Big Tech and Big Government

The Marriage of Big Tech and Big Government

A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government

Amazon Is Reshaping Healthcare

Amazon Is Reshaping Healthcare

Amazon (tkr: AMZN) is one of four firms working to reshape the healthcare landscape along with Walmart (tkr: WMT), Alphabet (tkr: GOOG) and Apple (tkr: AAPL). Amazon has established positions in key strategic areas of the healthcare market including healthcare services and insurance (via its Haven joint venture with Berkshire Hathaway and J.P. Morgan) as … Continue reading Amazon Is Reshaping Healthcare

Explosive Mobile Data Traffic Growth & New Use Cases

Explosive Mobile Data Traffic Growth & New Use Cases

Ericsson forecasts a five-fold increase in mobile data traffic from year-end 2019 (approximately 33 Exabytes consumed per month) through 2025 (approximately 164 Exabytes consumed per month). This does not include wireless data traffic. New protocols (5G), new services (AR/VR, streaming, work-from-home, remote medicine), and consumer connected device growth will help drive this trend. Phones today … Continue reading Explosive Mobile Data Traffic Growth & New Use Cases

Markets Are Poised To Grind Lower

Markets Are Poised To Grind Lower

It is going to take several years for the U.S. economy to recover back to 2019 levels. 2019 is a low bar in our view as that economy - much like the present one - was debt-fueled, deficit-ridden and plagued by artificially low interest rates. These factors in the aggregate have stymied sustainable, real economic … Continue reading Markets Are Poised To Grind Lower

Financial Services & Healthcare – Sleeping Giants Ready to Awake?

Financial Services & Healthcare – Sleeping Giants Ready to Awake?

Broadly-defined Financial Services and Healthcare are two giant, slow growth industries that could potentially kick start revenue growth by leveraging a variety of video and audio-based technologies. Financial Services & Insurance contributed $1.2 Trillion to GDP in Q1 2020 and Healthcare contributed $2.4 Trillion during the same period (table 1). Both industries are bogged down … Continue reading Financial Services & Healthcare – Sleeping Giants Ready to Awake?

America’s Three Phased Approach For Reopening

America’s Three Phased Approach For Reopening

It is difficult to imagine the U.S. or global economies quickly gaining steam given the "Three Phased Approach" that the U.S. is taking to reopen the economy. We provide a link to the Whitehouse document below. We plan to cover the COVID tracking apps that Apple, Google and others in the private sector have proposed … Continue reading America’s Three Phased Approach For Reopening

Google Is Publishing Location Data Trends to Assist with COVID Responses

Google Is Publishing Location Data Trends to Assist with COVID Responses

See anonymized personal mobility trends for the New York area as generated by Google HERE. To view other Google mobility reports by geography click HERE. If it all feels a bit "1984" we've provided a link to the Kindle edition below. https://www.amazon.com/1984-George-Orwell-ebook/dp/B003JTHWKU

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+