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Month: July 2018

I Predicted Facebook Would Miss Q2 Earnings: Here’s What Investors Need To Know For Q3

This is a crucial time to point out to investors that my predictions were correct. Last April, I published an in-depth analysis on Seeking Alpha along with predictions for Facebook (FB) stock. The analysis urged readers to ignore post-Cambridge Analytica hype as Facebook’s quarterly earnings would miss as a result of GDPR. Specifically, I stated the culprit would be revenue and data sources outside of the Facebook “family of apps.” However, with this article, I’d like to explore this point even further and explain with granularity why the issues have only begun and what Facebook isn’t telling you (source for Facebook…

Live Sports OTT: The Coveted Markets of North America and Europe

As the ultimate live experience, sports are a driving force behind many subscribers’ decisions to choose between cable TV and OTT. Every time a household cancels cable service, ESPN loses about $8 a month1. As streaming video has continued to rise, ESPN has seen a decline from 100 million households in 2011 to 87 million households in 2017. Which is why it’s not surprising the Walt Disney Co., the company that owns ESPN, is offering an OTT video streaming edition for ESPN fans at $4.99 per month for the app. Coveted Live Sports OTT Markets: North America & Europe For…

The Good, the Bad and the Ugly About Google’s $5 Billion Antitrust Fine

To summarize, the $5 Billion Antitrust Fine on Google is due to the following issues: Google has required manufacturers to pre-install the Google Search app and browser app (Chrome), as a condition for licensing Google’s app store (the Play Store); Google made payments to certain large manufacturers and mobile network operators on condition that they exclusively pre-installed the Google Search app on their devices; and Google has prevented manufacturers wishing to pre-install Google apps from selling even a single smart mobile device running on alternative versions of Android that were not approved by Google (so-called “Android forks”)  source: European Commission…