Operating at the Intersection of Technology and the Capital Markets
Tag: YouTube
Analysts estimate that META will grow revenues in 2023 over 2022. However, the estimates I see imply that revenue growth will be back-end loaded. We know how that usually ends. I see META struggling to generate year-over-year Revenue growth and expect for 2023 to be a down Revenue year. Zuckerberg is not an Operator. META's … Continue reading META: Where Will Growth Come From?
I don't buy the idea that anyone other than Comcast (CMCSA) will acquire WWE (WWE). As I previously wrote, Comcast partners with WWE, knows the brand, features WWE content on its Peacock streaming service, did months of heavy lifting to port WWE Network content to it's Peacock platform and has built relationships with WWE executives. … Continue reading WWE Is Comcast’s To Lose
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
The WSJ reports that YouTube is negotiating with the NFL for exclusive rights to broadcast NFL Sunday Ticket. YouTube/Google and Amazon Prime (Thursday night NFL games), are essentially pursuing a U.S. audience with their respective NFL strategies. The NFL ought to court YouTube in particular given that YouTube - not TikTok, not Instagram nor Snap … Continue reading YouTube & The NFL
Pinterest (PINS) has a problem: Google (GOOGL) is better at idea generation. A search conducted on Google's main page, on Google Images or on YouTube yields better results (my opinion) than does Pinterest. In addition, Google does not require that I set-up an account to perform those basic search functions. Google will always have better … Continue reading Pinterest Has A Problem: Google
Vendors like Google will lift prices while they still have pricing power. If you are a YouTube Premium Family Plan member you received an email yesterday stating that plan pricing would increase from $17.99/month to $22.99/month on or after November 21st of this year. My guess is that you will see Technology companies both on … Continue reading Google Hikes YouTube Premium Prices 28%
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?
We wanted to get a sense of usage for various Google products over the past 10 years. Below we provide charts of Google product traffic from January 3rd 2012 through February 26th 2022 for usage within the United States. Google products reflected in the charts below include: 1.) Web Search; 2.) Gmail; 3.) YouTube; 4.) … Continue reading Google Product Usage
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
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