Tag: Meta

META & The UFC?

META & The UFC?

Meta Platforms (META) would provide the UFC an on-ramp to the metaverse. The UFC would provide META with valuable global content that could both serve as grist for META's virtual reality mill and provide META with a competitive edge in the content wars versus TikTok, Apple (AAPL), Amazon/Prime Video/Twitch (AMZN), Apple (AAPL), Google/YouTube (GOOG), Microsoft/Xbox … Continue reading META & The UFC?

Is META Cheap?

Is META Cheap?

Whether of not META shares are inexpensive depends upon what you believe 2023 and 2024 estimates will look like. We believe the global macro environment will soften for the remainder of this year and next and that META's numbers over the next few quarters will reflect this difficult macro demand environment. META is in the … Continue reading Is META Cheap?

The Metaverse Is At Least A Decade Away

The Metaverse Is At Least A Decade Away

The Metaverse becoming reality is at least a decade away if not 20-25 years away. The Metaverse as we imagine it is one with rich graphics, hundreds of millions of users and billions of online transactions. There are two primary obstacles preventing this reality: The Metaverse suffers from poor graphics. Content companies including Meta Platforms/Facebook … Continue reading The Metaverse Is At Least A Decade Away

Apple + Disney

Apple + Disney

We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my … Continue reading Apple + Disney

META’s Remake Is No Sure Bet

META’s Remake Is No Sure Bet

META's remake is no sure bet. The Facebook blue business is yesterday's business. Its best attribute is that it generates significant free cash flow that may be deployed toward remaking the company.Instagram is in the process of being retooled. IG's recommendation algos are being rewritten to more closely match TikTok's - meaning users would see … Continue reading META’s Remake Is No Sure Bet

What Does It Mean For Meta To Decentralize AI?

What Does It Mean For Meta To Decentralize AI?

In short, greater revenue potential, greater accountability and greater risk of expense overruns: Greater revenue potential: These AI investments will likely focus on driving product usage as well as tracking and predicting user behavior for both new and existing products. Better products mean more usage, more usage typically means more Ad revenue for advertising revenue-driven … Continue reading What Does It Mean For Meta To Decentralize AI?

Meta (Facebook) Should Acquire Intuit

Meta (Facebook) Should Acquire Intuit

Meta Platforms/Facebook (META) should acquire Intuit (INTU). Meta's Facebook unit has peddled its wares to small businesses for some years. To this end, META agreed to acquire Kustomer (provider of CRM tools to small businesses), in November 2020. That deal finally closed in February 2022. Acquiring Intuit would advance the execution of Meta's small business … Continue reading Meta (Facebook) Should Acquire Intuit

Metaverse Plays

Metaverse Plays

The Metaverse is a fancy term for accessing online worlds via the Internet. Gaming environments are a prime example. Online meeting spaces (avatar meetings) are another example. We can imagine a world where buying a home or purchasing an automobile take place in a virtual environment. We believe that every Software company of size will … Continue reading Metaverse Plays