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Observations

From Lockdown To Consolidation – How Apple, Google, Amazon, Facebook, Microsoft are using $557B

While many companies are going through layoffs, struggling to raise funds, the big five companies (Apple, Amazon, Microsoft, Facebook, Google) are becoming more active to consolidate the market. They’ve added 61% to the market cap just in 2020 and are ready to consolidate the market. How to win in this environment? Learning from Airbnb, Netflix,…Continue readingFrom Lockdown To Consolidation – How Apple, Google, Amazon, Facebook, Microsoft are using $557B

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Observations

Mega Bundles – Apple One, Google One, Amazon Prime, Microsoft 365

Customer loyalty, growth and earnings are increasingly driven by recurring revenue bundles. Big 4 have all introduced their own bundles trying to compete for customer attention offering better value, convenience and simplicity. More and more services are being bundled across and within industries. In this video, let’s explore how to win in this new world…Continue readingMega Bundles – Apple One, Google One, Amazon Prime, Microsoft 365

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Observations

Controlling The Rails – Who are the new cable operators?

Even more important from the streaming wars has become the platform wars. Aggregating customers, controlling the experience and monetizing it on the platform level. These are the new cable operators: Roku, Amazon Fire TV, Google Android TV and Apple TV.Continue readingControlling The Rails – Who are the new cable operators?

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Observations

Content – a feature to sell everything else

Content doesn’t need to make money. Not directly anyway. It has moved from being only a revenue driver for content owners and studios to become a key part of companies’ flywheel. All in all to increase the lifetime value by selling other products and services.Continue readingContent – a feature to sell everything else

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Observations

Streaming like there’s no tomorrow

A rising tide lifts all boats – unless they crash. Netflix service was down last week in Europe and the US, Twitch experienced an outage this week. While infrastructure providers are struggling to keep up, online streaming consumption is growing rapidly. The new circumstances have opened up a significant amount of spare time: average American…Continue readingStreaming like there’s no tomorrow

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Observations

Let’s hang out virtually — when social becomes truly social

We are all social animals by nature as it is a dominant force shaping our thought, behaviour, physiology, and key for our survival. As the world is becoming increasingly home confined with no travel and large gatherings, we are turning to social, not to just show the better side of ourselves and become influencers but…Continue readingLet’s hang out virtually — when social becomes truly social

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Observations

Consumer behaviour changes overnight — opportunities for growth

If you’re a brand marketer, strategist, advertiser, content creator — this is for you. I’ve been tracking COVID-19 changes and responses from the industry affecting many business strategies and growth. Not to mention the impact on people’s well-being, without which, all of the below would become irrelevant. Remember to always take care of each other…Continue readingConsumer behaviour changes overnight — opportunities for growth