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Streaming directly to you According to the Nielsen report published in July, US streaming in July passed cable viewership for the first time with streaming viewership at 34.8% vs cable at 34.4% and 21.6% for broadcast TV. Analysis conducted by media analyst Moffet Nathanson highlights another interesting fact discovered that broadcast viewership among 18-49 years…
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Influencer marketing is changing social graphs and Programmatic ads are changing our TV. Added Bonus section – Impact of removing 3rd party cookies on ads.
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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…
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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.
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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…
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Netflix lost 200k subscribers earlier this year and is on the verge of losing 2M more by the end of the year. They are surely lacking IP and the only way out from here is to build an ad-tiered model. Competitors have done it. Let us examine the long tail effect on Netflix, ads, stranger…
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Introduction Before we begin a quick question to all readers: 🎡🎡 I am on my third product management venture. 🚀 My first company supported back-end operations for insurance giants within the blue cross and blue shield brands. 🚀 My second company supported the Electronic Health Record system for providers. 🚀 My current (third) company delivers…
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Read about the crypto debacle of 2022. It has a lot of historical similarities to the the internet and dot com crash of 90s.
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Increasing fear of recession and impact on fed hikes on banks. Is there a way out for banks to build the trust among its customers.
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My thoughts, Winners and Losers of banning TikTok and Requirement of a broader privacy laws that prevent misuse of personal data in the first place.
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Divergence in consumer spending patterns and changing sentiments, growing spending gap between high and low income families. Plus my predictions for first half of the year.
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How Darwin would have analyzed AI? And applying his principle of evolution and natural selection in creating AI.
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Factors that determined sales this season and predictions for 2023
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Chapek played the hand that was dealt by Iger. He did make rookie mistakes which costed Disney dearly over two year. Plus what should Iger’s next order of business be as he begins round two at Disney.
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Instagram is still the best platform for ad conversion whereas TikTok is exploding with creators.
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It’s all about how you define the problem. I just don’t like the way Facebook defines the Metaverse
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AMD, Samsung, and FedEx’s outlook reports tell us everything we need to know about the current economic environment, i.e. It Sucks!! AMD’s revenue is a billion dollars below its forecast, Samsung flags a drop of 32% in operating profit and FedEx says sales are slowing. What does it mean? Today almost anything to everything we…
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Building an entertainment engine requires two things, hits and a huge catalog of content. Hits are your IP (Intellectual Property) which brings the customers to the platform and then it’s the catalog selections (what else can I watch) that keep them glued to a service. Winning in entertainment means loyalty and access to consumers’ wallets.…
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We are living in uncertain times. We witnessed a black swan moment in 2020 when COVID hit all of a sudden. We also witnessed crazy valuations that companies achieved in 2020 and 2021. And now we are back down. These are good opportunities to enter the market and practice conviction investing.
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Disney is the envy of every media company, regardless of whether it focuses on films, TV, gaming, music, or publishing. There has never been a more dominant player in the entertainment business, globally. Disney is a brand that your parents, you, and now your kids associate with. There is exponential love for Disney characters. People…
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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.
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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.
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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
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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.
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The process of Innovation is challenging and somehow with working knowledge, we all know what is required to innovate. However, there are still some aspects and stories that can always inspire us. Myths of innovation solidified my knowledge about following the path of idea generation. Key, as Scott also states, is to have a lot…
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Zappos is a story of relentless customer service and a leader that developed and focused on a culture driven company. Culture will actually define how your employees will treat your customers and deliver products with customer in mind. Read the blog the understand more.
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What we need are the social attitudes to change to experience this new era on the internet. Metaverse is the grand vision to provide a parallel universe. Costs of building it are high (in the range of ~$700B). The market is close to $14T. Is it all speculative or can companies like Meta, Microsoft, Roblox,…
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In part 1 I questioned the future of metaverse. Here I am presenting the top three things required to make it happen. 1. Network – high bandwidth and low latency 2. Hardware – Consumer hardware (AR/VR/haptic gloves) to Compute hardware 3. Interoperability to allow virtual environments to talk to each other. Transfer your NFTs from…
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This is part 1 of the metaverse series from products and businesses. The biggest corporations are pouring money into developing the future of metaverse. Analysts estimate the market size to reach $1T by 2028 is a staggering 44% CAGR. But do we really understand what it is? Let’s find out.
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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…
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User stories are an essential component of this ideology that lets you define what benefits your products will bring to your target audience. User stories will allow you to connect your North star metrics with user expectations
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Collaboration is a practice that brings together the whole team to achieve a specific goal. Working in a collaborative environment opens the doors to creating a product that offers real value in a fast and efficient manner and maintains a strong team.
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The North Star is a leading indicator that acts as a connective tissue between the product and boarder business. NSM is a single critical rate, count, or ratio that represents your product strategy.
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So what is MVP after all, “Minimum Viable Product is a version of the product which includes only features that solve a core problem for a specific set of users, allowing organizations to release it to the market.” Eric Ries, the author of Lean Startup, defines MVP as “a version of a new product which…
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This blog is a summary of the Measure What Matters, a book by John Doerr. Measure What Matters focuses on the idea and concepts of Objective and Key Results (OKRs). Why an organization should adopt the OKRs, how they should adopt the OKRs and what cultural changes an organization need to make to be successful…
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Ever since I read about Google, have been a huge fan of Google’s operating model and how speed to market for its key product. This has helped generate good market capitalization and a huge economic moat over its industry peers. This blog uses mathematical and financial model to evaluate the fair enterprise value for Google.…
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Covid-19 has shown that we are no where close with our preparations to deal with pandemics of this size. The situation is worse in developed countries. In midst of this crisis, I have tried to explore the option of telehealth as an alternative means of care. Can it really help fight pandemics while keeping the…
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Technology changes the quality of life, technology cannot replace human intelligence — Dr. T. P. Chia Hello readers, Finding the right passion that drives your growth is critical. Building and scaling products that enable organizations to gain users is my passion. After 8 years of creating products and delivering growth, I have exposure across B2B,…
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Amazon is on an acquisition spree. Amazon last week added iRobot to its portfolio, making it Amazon’s second deal after it acquired OneMedical about two weeks ago. In this essay, I will talk about iRobot’s acquisition, its importance to amazon, and why it’s a win-win for both companies. From Barrons: iRobot (ticker: IRBT) is being acquired…
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Senate passed a $280B CHIPS and Science bill to boost the technological competitiveness of the United States. In this essay, I will provide the key takeaways from the bill, go into detail about why this bill was required, and whether it will help solve the microchip crisis. Since Intel gave its earnings this week, it…
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