Can Amazon Eat Into Google and Facebook’s Ad Share?
In terms of the current digital advertising landscape, Google and Facebook maintain a stranglehold on the market, dominating digital ad spend with 33% and 16.2% shares of total revenues, respectively. Meanwhile, evolution in shopping behavior means the web and a number of key players are transforming themselves into digital storefronts,
Video Games: Digital Distribution and Consumption
Video game publishers are trading at 30x+ earnings multiples and stock prices are at 10 year highs. This mushrooming of valuations and market capitalization is a reflection of publishers’ ability to expand margins, which is fueled by explosive growth in digital distribution and consumption…
Regulatory Insight – Antitrust in the Trump Era
People are policy when it comes to government administration. President Trump’s nominee to lead Antitrust at the DOJ is Makan Delrahim. Delrahim’s reputation and legal legacy places him squarely within traditional conservative antitrust jurisprudence.
Lost In Space
With the growth of satellite capacity vastly outpacing demand, leading satellite operators Intelsat (I), Eutelsat (ETL) and SES (SESG) and Inmarsat (ISAT) have struggled to maintain investor confidence and significantly underperformed the market.
Public Cloud
The industry shift to public cloud, a $208 billion market, is the single most disruptive trend facing IT buyers and decision makers in 2016. Enterprises are increasingly transitioning from developing, hiring and staffing IT talent to utilizing IT as a service.