Battle for News feed Ads

Major internet companies still generate significant revenues from advertising models. As the softening macroeconomic environment continues to affect overall ad budget sentiment, internet companies are embracing opportunities and challenges by adapting to changing dynamics.
battle-for-newsfeed-ads
Specifically, 2016 has been challenging for search advertising post the Zexi Wei incident in April and stepped-up regulatory policy on (more…)

Increased Drivers for CyberSecurity Spending

big-jump-in-cybersecurity-spendCybersecurity is non-negotiable. Investments in cybersecurity can be split into three key fronts: 1) Technology (advancement of cybersecurity solutions to tackle the ever-growing nature of threats), 2) Operational, and 3) Talent (Lack of talent remains the biggest area of concern in the field of cybersecurity). There is no silver bullet when it comes to cybersecurity and organizations need to invest on all the key fronts.

Big Wall Street Firms spends roughly $500 Mn+ a year on cybersecurity (and has roughly 2,000 people working on this area) and views this as a risk management tool. Advancement in (more…)

Amazon Indian eCommerce + Video/Music Content attract Investments

amazon-india-investmentsAmazon is accelerating its investment in its retail operations in India. For one, two years after committing $2bn, this Mr. Bezos announced that he was committing an additional $3bn in India. We believe this was likely due not only to the success that Amazon has been seeing and the significant opportunity that it still sees ahead, but may also have been due to the need to continue to investment its logistics in order to address infrastructure issues in India, to take advantage of potential challenges at local competitor Flipkart, and to address new regulations taking hold in India.

The Executive Management’s commentary on the 2Q16 earnings call that it plans to double video content investment in 2H16 likely points to acceleration in spend this year vs. 2015. Moreover, (more…)

How Amazon’s Competitors Rank on Last Mile Delivery ?

ecommerce-delivery-modelsAmazon’s strategy, with ever-shorter delivery options, has allowed a pure eCommerce player to gain a foothold in Local commerce and an increasingly bigger share of consumers’ wallets. But while Amazon has always been and will remain retailers’ top competitor in many product categories – especially in consumer products – some of these retailers could actually benefit from the company’s growing fulfillment capabilities. Today, Amazon remains the clear leader in fulfillment, based on number of offerings, global fulfillment center footprint, and ability to manage demand elasticity through its digital assets.

Today, however, services such as Google Express, Postmates, or Instacart and new fulfillment models based on real-time driver networks such as Uber, Lyft, and (more…)

Google sets New Trend: Voice Control, Mobile Virtual Reality

google-virtual-realityGoogle launched new products overnight, notably two flagship smartphones under new brand Pixel, a mobile VR called Daydream View, and a voice controlled smart speaker Google Home (although the product was introduced back in May, and details weren’t available till now). Keys to note: We remain conservative on “Pixel” actual sell-through; the phone seems to be aimed at competing with iPhone (same price as iPhone7), but the iPhone was launched a month earlier.

We note that Google is abandoning “Nexus” brand and no longer co-branding with OEMs; the value-add for OEMs further decreases (HTC is the OEM for “Pixel”). The launch of Google’s mobile VR could accelerate the trend of supporting (more…)

Facebook at Work to Compete Slack’s Growth

facebook-work-competes-slackTechnologies and applications first developed for the consumer Internet space have had an important impact on enterprise environments, and consumer Internet companies, such as Google and Amazon, have benefited from their enterprise efforts in areas like productivity apps and cloud services. Leveraging its strengths in app development, messaging, and social networking, Facebook is expected to launch its Facebook at Work solution for general availability as early as next month.

Slack the network for (more…)

« Older Entries Next Entries »