Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
In case I wasn’t clear in yesterday’s article, Walmart really has no chance to catch Amazon in e-commerce. Then, the news that P&G will reduce targeting isn’t a surprise, but it’s not necessarily that much of a problem for Facebook. Plus, notes on Facebook’s earnings.
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
Good morning, I am very sorry for the multiple emails yesterday. I still don’t really know what happened with the subject lines, but I probably should have left well-enough alone instead of spamming your inbox. I appreciate you let me in there every day and I apologize for abusing that privilege. On to the update: […]