Operating at the Intersection of Technology and the Capital Markets
Tag: Tim Cook
There was a time when it seemed that content producers believed that the answer to generating revenue was to go direct-to-consumer via a proprietary streaming platform and to do so without a distribution partner. That is a very expensive proposition. For example, the WWE (ticker: WWE), launched its 24/7 streaming network - WWE Network - … Continue reading It Is Expensive Selling To Consumers. Just Ask Disney CEO Bob Iger.
It would be obvious for the world's largest Consumer Technology company to have made large scale investments in Large Language Models (LLMs) to power a Generative AI effort, but a Generative AI effort does not exist at Apple which is why I did not include the company in our recent article Nvidia and Generative AI … Continue reading Apple Does Not Have A Generative AI Play
When you invest in a company (public or private), you're betting on the CEO and management team, not a product or service. A CEO can torpedo or lift a company's prospects overnight. Microsoft under former CEO Steve Ballmer and current CEO Satya Nadella underscores the importance of the CEO. Ballmer was a Marketing exec that … Continue reading Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter
Phone innovation is primarily about chip innovation as chip architecture enables ever more complex processing capability that powers increasingly sophisticated services and elegant user experiences. Therefore, when I read that Evans Hankey - Apple's Industrial Design VP - will be leaving the company I did not believe the loss would be as detrimental as it … Continue reading Phone Innovation = Chip Innovation
Apple (ticker: AAPL) reports earnings this week, which got me thinking about former Apple co-founder and CEO Steve Jobs. In October it will have been 11 years since his passing. There likely will not be another Technology CEO in my lifetime that will get as much out of his/her employees as Jobs got out of … Continue reading There Will Never Be Another Steve Jobs
A one-size fits all approach to WFH policies will not work. CEOs and Executive Management teams must shape WFH policy based on corporate culture. Some companies such as Automattic (WordPress owner) have operated in a 100% remote work environment since their founding (Automattic founded in 2005). Other companies perform better when employees share a physical … Continue reading Work From Home Policy Is A Question of Company Culture
Apple's new Raleigh, NC-area campus announcement is the type of corporate announcement that often flies under the radar. The Raleigh / Research Triangle area is home to many technology companies notably SAS of Cary, NC. The Raleigh-area is home to a highly educated workforce with deep Software experience (not to mention it is a relatively … Continue reading Apple’s New North Carolina Campus Key In AI Race
Apple CEO in-waiting Jeff Williams is a Tim Cook clone. We argue that Apple's next Chief Executive ought to be a risk-taking, product-focused CEO that conducts him/herself with a sense of urgency to drive Product & Services growth. Another caretaker CEO would be less than optimal. Companies mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Cerner … Continue reading Apple’s Next CEO Ought To Be An Innovator
A WarnerMedia sale is not likely to happen before Q4 2021. A WarnerMedia sale is likely to occur, but not before calendar Q4 2021. The WarnerMedia business unit is a significant drag on AT&T's (tkr: T) ability to invest in its core, capital intensive, distribution/data/fiber business. Disney (tkr: DIS) is the natural buyer. Apple (tkr: … Continue reading Don’t Expect AT&T to Sell WarnerMedia In The Near-Term
Disney CEO Bob Iger stepped down from his CEO post effective immediately and will remain Executive Chairman through December 2021. Bob Chapek has been named Chief Executive Officer. Our expectation was that Kevin Mayer - Chairman Direct-to-Consumer & International - would be named Mr. Iger's successor. Does this abrupt CEO change foreshadow a larger transaction? … Continue reading Disney’s Sudden CEO Change – What Does It Foreshadow?
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