Operating at the Intersection of Technology and the Capital Markets
Tag: YouTube
One of the tricks Google's YouTube unit leverages to drive operating margins is to store and playback premium video content purchased as "HD" content at some resolution less than High Definition (1080 resolution per YouTube's service level agreement qualifies as "HD"). When Google Support was contacted I was told that YouTube has identified a technical … Continue reading YouTube Is No Better Than Your Legacy Cable Provider
The combination of Google Cloud Platform ("GCP"), YouTube, Google Ads and Search is a powerful bundle for other cloud platform services (AWS and Azure) to compete with in the Media space - particularly as it relates to streaming services. Yesterday Google signed a deal with Univision as the latter transitions to an AVOD (Ad-supported Video … Continue reading Google Will Run This Media Playbook Again
TikTok Gains, Facebook Loses and Don't Forget YouTube Some highlights (click here to download table): Snapchat has lost popularity among teens since 2018.TikTok has become the leading social media platform among teens.Instagram has lost share among teens since 2019.Twitter and Facebook were the biggest losers among teens (2012-2020).YouTube was not part of the survey yet … Continue reading Most Popular Social Networks Among Teens
FOMO is stronger than ever given social media, the 24-hour news cycle and various fintech apps that facilitate equity trading. FOMO ("Fear Of Missing Out"), is stronger than ever, especially among the retail trading community. Retail traders are flush with cash coming off of 2020's Federal Government issued checks and enhanced unemployment benefits. Technology has … Continue reading FOMO Is Stronger Than Ever
YouTube is virtually the same size as Netflix from a Revenue standpoint. Netflix will finish 2020 with Revenue of approximately $25 billion. YouTube will finish 2020 with combined Ad Revenue and Subscription Revenue of approximately $22-23 billion. The two operations share similar revenue growth rates. Thus, if Netflix is worth $227 billion, what is YouTube … Continue reading YouTube vs. Netflix
Market leaders may iterate and experiment with less risk of customer churn than upstarts working to establish market position. Amazon Prime is a good example. I am toying with the idea of grouping some of our TEK2day writings as an Amazon Kindle book. While playing with the Kindle direct publishing feature I noticed a new … Continue reading Market Leaders Should Experiment Like Amazon
Social media advertising revenue will likely take a prolonged hit as Ad buyers curb spending and in some cases go out of business Facebook (tkr: FB) and YouTube (tkr: GOOG) are best positioned to sustain a weak economic backdrop. Facebook is the dominant social media platform from a revenue standpoint and YouTube benefits from being … Continue reading Social Media Ad Revenue & the COVID Recession
We list a handful of industries that may accelerate their mobile workforce and remote capability efforts in the COVID aftermath. ASSET MANAGEMENT: We believe the big opportunity here is for virtual meetings whether they be one-on-one meetings between investors and management teams or full analyst days. Basic video communication and live streaming services are offered … Continue reading Industries Best-Positioned To Go Mobile Post COVID
Examples of Technology Companies Operating at Scale Apple (ticker: AAPL): 1.4 billion active Apple devices. CoStar Group (ticker: CSGP): CoStar's platform tracks over 100 billion sqft of real estate inventory and more than $1.5 trillion of transaction activity.Facebook (ticker: FB): Facebook's messaging service - WhatsApp - has 2 billion users. Google/Alphabet (ticker: GOOG): More than … Continue reading Our Favorite Topic: Scale
We are working on a project that has me thinking about the "long tail". For those who took Statistics you may recall that the long tail is the portion of the distribution where occurrences appear far away from the distribution's center. A long tail business strategy is one where the service provider makes hard to … Continue reading The Long Tail Will Differentiate You
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