All great business go through expansion problems. But Meta's social company is suffering due to expansion into Metaverse. I present my views on why they should be operated as separate companies.
Instagram is still the best platform for ad conversion whereas TikTok is exploding with creators.
Fight for subscribers is not over, Social Media and Sports Streaming will be an uphill battle
Influencer marketing is changing social graphs and Programmatic ads are changing our TV. Added Bonus section - Impact of removing 3rd party cookies on ads.
The Halo effect is a tendency to make inferences about specific traits based on a general impression. This example will help clarify the definition of the Halo effect. As an investor we need to question the information and even our judgement to ensure our investment is Halo free. This essay presents thoughts on how that can be done.
Netflix has decided to partner with Microsoft for their ad-tiered model. Is there more than what meets the eye. Is Netflix planning for their exit strategy, with a possible acquisition by Microsoft. Also what did the earnings tell about the future of Netflix business. Read more to find out.
The slump within startups in the BNPL market is concerning. Especially Klarna which has gone down from $46B in valuation to $6.5B. The same goes for Affirm which has lost 80% since the beginning of 2022. Delinquency and securitization of loans is a real concern and will impact if regulations are not strengthened in this direction.
With a fresh injection of $750M, Peloton is looking for multiple options. Past management has burnt through cash very quickly and there is an urgent to sensibly invest the cash cushion available and build the moat. The company is torn between Hardware and Software as the future. In this blog, I explore Peloton's failures, business model, and the future. Amazon, Nike, or Apple may fit the criterion for a perfect acquisition, which can lead to cross-selling other services to an existing user base of 3M customers.
Twitter is struggling to gain users and it is impacting the ad revenue. It is definitely time for Twitter leadership to step back and reevaluate the business strategy. Twitter as a services company and Twitter as a social company should be separated. Allow third parties to connect and moderate their own content.
OTT industry is fighting hard for user attention, building IP, and producing content that will bring back subscribers. Gaming is a potential solution to these problems. Gamers across the world are rising and are attracted to franchise-based games. Live streaming is another solution. Both will provide an alternate revenue stream and attentive user time.
Bad week for Netflix and other OTT companies as shares tumbled after Netflix Q1 earnings report. Well, losing subscribers is not the only problem Netflix has. They don't have an IP. Let us understand more on IP and its importance in today's OTT business. IP = Love = Revenue
Unity software is on a staggering journey growing their revenue over 40% CAGR for last 5 years. Their Metaverse vision to build RT3D content and their control over creator market in gaming makes them a perfect candidate for Meta (FB) to acquire. I explore the opportunity for M&A of Unity and Meta.
My understanding of a great business is that keeps on growing and innovating and PayPal has done the same. They taught the product world key lessons on listening to your customer, finding product-market fit, and once you have a PMF go full force. Maybe this is not a recipe for a legacy company but start-ups or organizations that operate in startup fashion can surely implement it.
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