Tag: Netflix

Apple’s VisionPro Provides A Defensible Edge In The Content Space

Apple’s VisionPro Provides A Defensible Edge In The Content Space

Amazon, Apple, Disney, Google, Meta, Microsoft and Netflix have an advantage over other content companies given their size. By size I am primarily referring to market cap and size of balance sheet. Apple (AAPL, $2.94 Trillion market cap) and Microsoft (MSFT, $2.43 Trillion market cap) are in a league of their own with their nose … Continue reading Apple’s VisionPro Provides A Defensible Edge In The Content Space

YouTube Is A Bigger Business Than Netflix. Why Not Spin Out YouTube?

YouTube Is A Bigger Business Than Netflix. Why Not Spin Out YouTube?

YouTube ought to carry a standalone Enterprise Value of approximately $300 billion. YouTube's Ad business: YouTube's advertising business is a $30 billion Revenue business (we annualized YouTube's June quarter Ad Revenue). YouTube's Subscription business: YouTube's subscription services (YouTube TV, YouTube Premium and YouTube music; I subscribe to all three) generate approximately $17 billion in annual … Continue reading YouTube Is A Bigger Business Than Netflix. Why Not Spin Out YouTube?

Amazon Reports Thursday. Here Are Our Thoughts On AWS.

Amazon Reports Thursday. Here Are Our Thoughts On AWS.

One would expect Amazon's AWS business to slow when the company reports earnings this Thursday August 3rd. Our position on the Big 3 (AWS, Azure, GCP), is unchanged since January (read that article HERE). AWS revenue growth will slow as a result of fewer startup creations and headcount reductions over the past year combined with … Continue reading Amazon Reports Thursday. Here Are Our Thoughts On AWS.

AI Is Nothing New, Yet We Are Only Scratching The Surface

AI Is Nothing New, Yet We Are Only Scratching The Surface

AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined "AI" into their products and services offerings at this juncture. "AI" at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface

Disney Should Acquire Warner Bros. Discovery

Disney Should Acquire Warner Bros. Discovery

Disney (DIS) needs additional hit content for its Disney+ streaming platform. The streaming game is a scale game. Production houses that own their own streaming platform (Netflix, Disney, Comcast, Warner Bros. Discovery), need to ensure they have sufficient "hit" content to drive profitable streaming operations. Ideally those content producers want to achieve streaming profitability primarily … Continue reading Disney Should Acquire Warner Bros. Discovery

How Big Is YouTube? It’s Larger Than Netflix.

How Big Is YouTube? It’s Larger Than Netflix.

YouTube is larger than Netflix (NFLX). We estimate that YouTube generates annual revenue of approximately $43.3 billion (versus fiscal year 2022 Revenue of $31.6 billion for Netflix). 2022 YouTube Ad Revenue (as reported): $29.2 billion. YouTube TV revenue: $3.5 billion. (We assumed 4 million YouTube TV subscribers at $72.99 per month. The $72.99 price is … Continue reading How Big Is YouTube? It’s Larger Than Netflix.

Will Netflix’s Co-CEO Model Work?

Will Netflix’s Co-CEO Model Work?

The most interesting thing about Netflix (ticker: NFLX, due to report April 18th at 4pm ET), is its Co-CEO model. Will it work long-term? Time will tell. Co-CEOs usually do not work. Today Ted Sarandos and Greg Peters share the CEO title at Netflix. The way I view NFLX's leadership model is that Sarandos is … Continue reading Will Netflix’s Co-CEO Model Work?

FTC Sues To Block Microsoft’s Activision Acquisition

FTC Sues To Block Microsoft’s Activision Acquisition

Lina Khan's FTC is bad news. It reminds me of the FTC during the Obama Administration - quick to pick a fight with companies (I know from first-hand experience), without understanding the competitive landscape or how markets work. In this case, Microsoft's Xbox unit is the platform and Activision is the content publisher that will … Continue reading FTC Sues To Block Microsoft’s Activision Acquisition