Google Search 'tax' on successful companies is filthy and profitable. Amazon does same.
"Oh, your brand name carries weight? Good. Now others can use it as a search term. How much you gonna bid to keep yourself first in a search for... yourself?"
At some point, this shit ends
2/n
How much money does Amazon hand to Google for this ad a year?
Say... 100 million clicks x $3?
What's the value proposition offered here for consumers, exactly?
"Fears that [Amazon] would look to subsidize the smart TV offering with aggressive price points to maintain and grow the Fire TV OS user base "appear to be unfounded."
KeyBanc analyst Justin Patterson said he believes the new Amazon devices appear similar to Roku's offerings, which he sees as an "incremental positive" for [Roku].
$ROKU ‘The Streaming Decade,’ Roku’s Annual Survey, Shows Industry Has Passed a “Tipping Point” cmlviz.com/stocks/ROKU/ne…
2/
Thread
From $ROKU
TV streaming is nearly
universal among younger
generations, but it’s not just
young people—the majority
of Boomers are streaming
too, and getting even
more involved.
3/
7 in 10
streamers have ad-supported services.
37% of AVOD viewers even said they went with the ad-supported subscription option because they don’t mind ads.
"Serverless computing is the next evolution of cloud that further removes the need for developers to manage complex infrastructure"
Very much their ethos.
$DOCN
"[G]obal function-as-a-service (FAAS) market generated $3.01 billion in 2018, and is estimated to reach $24.00 billion by 2026, registering a CAGR of 29.7% from 2020 to 2026."
This is a high margin acquisition for DigitalOcean.
* Revenue: 193M vs 173 est
* EPS: $0.04 vs -$0.10 est
* Operating Income: $7.2M vs -7.2M est
1/n
$ESTC
* Billings: $165M vs $163.7M
- Subscription Revenue: $177.2M vs 164.7M
- Gross Profit*: $149.8M vs $134.0M
- Next Q Revenue Guide: $194M vs $188.7M
- Full Year Revenue Guide: $811M vs $789.2M