Tag Archives: GOOG

QUICK BLURBS [AAL, AMZN, GOOG, OAK, PSA]

(2,596 words) [AMZN] Per this PYMNTs article, Amazon Pay, which represents yet another instance of Amazon broadening and then tightening its grip on the e-commerce ecosystem, seems to be gaining rapid adoption.  Amazon Pay – like PayPal, Masterpass, and Visa Checkout – is a button placed on an e-retailer’s checkout page that enables quick and secure […]
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[AMZN, GOOG] TRILLION DOLLAR BABY

(5,227 words) One reason I prefer writing off-the-cuff blog posts to crafting hygienic investment memos, letters, and slide decks (as I’ve done for most of my career) is that readers more naturally think of the former as experimental content, to be revised as new information is got and existing suppositions reanalyzed, which makes it easier […]
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[MSFT, GOOG, AMZN] ENTERPRISE CLOUD COMPUTING

(1,366 words) 10/27/2016: GOOG (Earnings Call) [Google’s enterprise cloud revenues are buried somewhere in the “Google other revenue” line item (along with Chromecast, Google Play, and licensing revenue) which as of 3q16 was $2.4bn….so, enterprise cloud ARR somewhere greater than $0, but certainly well under $8bn.] Otherwise, not a whole lot to say…. They announced […]
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QUICK BLURBS [AAPL, GOOG, IBM, SAMSUNG]

(644 words) 7/28/2016: Samsung Electronics (Earnings Call) Strong sales of Galaxy S7 and S7 Edge, with the latter > 50% of overall mix and expects q/q smartphone/table growth for the 3q tied to seasonality.  Sell-through rates on current flagship phone has been higher than its predecessor, esp. in North America, Europe, Latam, Southeast Asia and […]
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QUICK BLURBS [EXPE, FB, GOOG, MSFT, PCLN]

(1,875 words) 8/4/2016: PCLN (Earnings Call) Returns on advertising investments is being pressured so far in 3q and co. expects continued pressure for the balance of the quarter.  PCLN believes that it can leverage brand advertising and non-ad opex but not so sure about performance advertising (Google, meta-search and affiliate marketing), which has pressured margins for […]
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QUICK BLURBS [DIS, FOXA, SNI, TWX]

8/9/2016: DIS (Earnings Call) announced 33% stake in BAM Tech (video streaming, data analytics and commerce management) w/ option to acquire majority ownership…..plans to launch new DTC ESPN-branded, multiple sports, subscription streaming service.  Also, acquisition gives co. the capability to take other Disney IP onto similar OTT platform. Plan is to launch the ESPN OTT […]
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