โโ๐ฐ The largest buys of techโs Big Five: a look at M&A deals
In startup land, the mandate is to get bought, go public or die trying.
And, as far as getting bought goes, one of techโs Big Five could be a desirable acquirer. They have a lot of weight to throw around. #Alphabet (the parent company of #Google), #Amazon, #Apple, #Facebook and #Microsoft account for a titanic amount of market value โ close to $3.9 trillion at time of writing.
The largest acquisition of each of the Big Five:
1. Apple: Beats Electronics โข $3 Billion
2. Amazon: Whole Foods โข $13.7 Billion
3. Alphabet: Motorola Mobility โข $12.5 Billion
4. Microsoft: LinkedIn โข $26.2 Billion
5. Facebook: WhatsApp โข $19 Billion
The chart below shows the number of acquisitions made by members of techโs Big Five from 2007 through 2017.
๐ @PerspectiveIX
โ๏ธ prs.pctvix.co/2M8AAOb
In startup land, the mandate is to get bought, go public or die trying.
And, as far as getting bought goes, one of techโs Big Five could be a desirable acquirer. They have a lot of weight to throw around. #Alphabet (the parent company of #Google), #Amazon, #Apple, #Facebook and #Microsoft account for a titanic amount of market value โ close to $3.9 trillion at time of writing.
The largest acquisition of each of the Big Five:
1. Apple: Beats Electronics โข $3 Billion
2. Amazon: Whole Foods โข $13.7 Billion
3. Alphabet: Motorola Mobility โข $12.5 Billion
4. Microsoft: LinkedIn โข $26.2 Billion
5. Facebook: WhatsApp โข $19 Billion
The chart below shows the number of acquisitions made by members of techโs Big Five from 2007 through 2017.
๐ @PerspectiveIX
โ๏ธ prs.pctvix.co/2M8AAOb
๐ฐ #iXDailyBrief
STAT
โก๏ธ 75% of executives say they've seen brands advertising alongside unsavoury or objectionable stories or videos (Source: Reuters)
INSIGHT
๐ฅ โGaming disorderโ is officially recognized by the World Health Organization: t.me/iXNews/27733
OTHER NEWS
๐ #Amazon faces pressure to stop selling facial recognition to police: prs.pctvix.co/2MCn8SN
๐ป Even Evan Spiegelโs wife Miranda Kerr hated the #Snapchat redesign: prs.pctvix.co/2MF9TRt
โ๏ธ Unilever stops working with digital media influencers who buy followers: prs.pctvix.co/2MFbxCf
๐ฉ Amazon launches an Alexa system for hotels: t.me/iXNews/27754
๐ Alexa is coming to Spain ๐ช๐ธ and Italy ๐ฎ๐น later this year: t.me/iXNews/27757
๐ค What itโs like to watch an IBM #AI successfully debate humans: t.me/iXNews/27739
๐ง #YouTube rolls out its music subscription services to 12 more markets: t.me/iXNews/27706
โ
โ๏ธ If you like our channel, please support us with a coffee: prs.pctvix.co/2taiWBz
โ
โNo one has ever become poor by giving.โ โ Anne Frank
Ben, @iXNews
STAT
โก๏ธ 75% of executives say they've seen brands advertising alongside unsavoury or objectionable stories or videos (Source: Reuters)
INSIGHT
๐ฅ โGaming disorderโ is officially recognized by the World Health Organization: t.me/iXNews/27733
OTHER NEWS
๐ #Amazon faces pressure to stop selling facial recognition to police: prs.pctvix.co/2MCn8SN
๐ป Even Evan Spiegelโs wife Miranda Kerr hated the #Snapchat redesign: prs.pctvix.co/2MF9TRt
โ๏ธ Unilever stops working with digital media influencers who buy followers: prs.pctvix.co/2MFbxCf
๐ฉ Amazon launches an Alexa system for hotels: t.me/iXNews/27754
๐ Alexa is coming to Spain ๐ช๐ธ and Italy ๐ฎ๐น later this year: t.me/iXNews/27757
๐ค What itโs like to watch an IBM #AI successfully debate humans: t.me/iXNews/27739
๐ง #YouTube rolls out its music subscription services to 12 more markets: t.me/iXNews/27706
โ
โ๏ธ If you like our channel, please support us with a coffee: prs.pctvix.co/2taiWBz
โ
โNo one has ever become poor by giving.โ โ Anne Frank
Ben, @iXNews
๐ฐ #iXDailyBrief
STAT
โก๏ธ 55% of UK consumers say the ads they see on websites are not usually relevant to them, 38% say they dislike advertising and 53% say that they are ambivalent to it. (Source: Kantar)
INSIGHT
๐ง A new AI programme developed by Stanford scientists recreated the periodic table in just a few hours: prs.pctvix.co/2tx9PuW
OTHER NEWS
โ #Facebook is reversing its ban on cryptocurrency ads: t.me/iXNews/28285
๐ #Facebook launches print magazine called โGrowโ: prs.pctvix.co/2twrX87
โ #Instagramโs NEW โQuestionsโ sticker for Stories is now rolling out: prs.pctvix.co/2txM9q8
๐ #Amazon adds voice control to its #Alexa iOS app: t.me/iXNews/28305
๐น #Instagram now lets you 4-way group video chat as you browse: t.me/iXNews/28268
๐ A court has granted Uber a 15-month probationary license to operate in London: t.me/iXNews/28304
โ
โ๏ธ If you like our channel, please support us: prs.pctvix.co/2taiWBz
โ
โA penguin cannot become a giraffe, so just be the best penguin you can be.โ โ Gary Vaynerchuk
Ben, @iXNews
STAT
โก๏ธ 55% of UK consumers say the ads they see on websites are not usually relevant to them, 38% say they dislike advertising and 53% say that they are ambivalent to it. (Source: Kantar)
INSIGHT
๐ง A new AI programme developed by Stanford scientists recreated the periodic table in just a few hours: prs.pctvix.co/2tx9PuW
OTHER NEWS
โ #Facebook is reversing its ban on cryptocurrency ads: t.me/iXNews/28285
๐ #Facebook launches print magazine called โGrowโ: prs.pctvix.co/2twrX87
โ #Instagramโs NEW โQuestionsโ sticker for Stories is now rolling out: prs.pctvix.co/2txM9q8
๐ #Amazon adds voice control to its #Alexa iOS app: t.me/iXNews/28305
๐น #Instagram now lets you 4-way group video chat as you browse: t.me/iXNews/28268
๐ A court has granted Uber a 15-month probationary license to operate in London: t.me/iXNews/28304
โ
โ๏ธ If you like our channel, please support us: prs.pctvix.co/2taiWBz
โ
โA penguin cannot become a giraffe, so just be the best penguin you can be.โ โ Gary Vaynerchuk
Ben, @iXNews
โโ๐ It's Amazon's Birthday!
On this day (5 July) in 1994, #Amazon was founded in Bellevue, Washington. It went public three years later and raised $54 million.
#History
๐ @PerspectiveIX
๐ prs.pctvix.co/2u7P093
On this day (5 July) in 1994, #Amazon was founded in Bellevue, Washington. It went public three years later and raised $54 million.
#History
๐ @PerspectiveIX
๐ prs.pctvix.co/2u7P093
๐ฐ #iXDailyBrief
STAT
โก๏ธ The โGareth Southgateโ effect? M&Sโ suit sales have been boosted so far for the 2018 World Cup with sales of waistcoats up by 35% YOY. (Source: Marks and Spencer)
INSIGHT
๐ #Pinterest's rudimentary consultancy gives retailers advice on in-store merchandising: prs.pctvix.co/2NJIVs3
OTHER NEWS
๐ Olio, the app that lets you share unwanted food items with your neighbours, picks up ยฃ6M Series A: t.me/iXNews/29108
๐ฑ HTCโs blockchain-powered Exodus #smartphone is a risky bet that needs to pay off: t.me/iXNews/29106
๐ #YouTube is fighting fake news with $25M to promote journalism and more context in search results: t.me/iXNews/29001
๐ค #Snapchat moves beyond traditional publishing brands with latest partnerships: prs.pctvix.co/2NJzzN5
๐ป Snapchat and #Amazon will team up on in-app shopping: prs.pctvix.co/2NIPag6
๐ต๏ธโโ๏ธ House Republicans demand answers from Alphabet following Gmail privacy scandal: t.me/iXNews/28988
โ
Sorry about missing the Daily Brief yesterday. I was on a couple of flights with no internet access. And today, I'm trying to catch up ๐
Ben, @iXNews
STAT
โก๏ธ The โGareth Southgateโ effect? M&Sโ suit sales have been boosted so far for the 2018 World Cup with sales of waistcoats up by 35% YOY. (Source: Marks and Spencer)
INSIGHT
๐ #Pinterest's rudimentary consultancy gives retailers advice on in-store merchandising: prs.pctvix.co/2NJIVs3
OTHER NEWS
๐ Olio, the app that lets you share unwanted food items with your neighbours, picks up ยฃ6M Series A: t.me/iXNews/29108
๐ฑ HTCโs blockchain-powered Exodus #smartphone is a risky bet that needs to pay off: t.me/iXNews/29106
๐ #YouTube is fighting fake news with $25M to promote journalism and more context in search results: t.me/iXNews/29001
๐ค #Snapchat moves beyond traditional publishing brands with latest partnerships: prs.pctvix.co/2NJzzN5
๐ป Snapchat and #Amazon will team up on in-app shopping: prs.pctvix.co/2NIPag6
๐ต๏ธโโ๏ธ House Republicans demand answers from Alphabet following Gmail privacy scandal: t.me/iXNews/28988
โ
Sorry about missing the Daily Brief yesterday. I was on a couple of flights with no internet access. And today, I'm trying to catch up ๐
Ben, @iXNews
โโ๐ฃ The State of Chinese Voice Assistants
China is the second-largest consumer market in the world, hitting $4.3T in consumer expenditure in 2016 alone (for reference, the US ranked first with $12.5T, and Japan third with $2.7T).
The Chinese smart home market will reach nearly $23B in 2018, according to Juniper Research. #SmartSpeakers and #AI voice assistants are becoming an integral part of that.
Now that smart speakers are becoming commonplace, the early entrant, #Amazon, is losing its market share โ and not just to its rival #Google, but to newer players emerging in China.
๐ @PerspectiveIX via CBInsights.
โ Do you own a smart speaker?
China is the second-largest consumer market in the world, hitting $4.3T in consumer expenditure in 2016 alone (for reference, the US ranked first with $12.5T, and Japan third with $2.7T).
The Chinese smart home market will reach nearly $23B in 2018, according to Juniper Research. #SmartSpeakers and #AI voice assistants are becoming an integral part of that.
Now that smart speakers are becoming commonplace, the early entrant, #Amazon, is losing its market share โ and not just to its rival #Google, but to newer players emerging in China.
๐ @PerspectiveIX via CBInsights.
โ Do you own a smart speaker?
โโ๐ถ Music Industry Streaming Revenues
Revenues from streaming #Music grew 28% YoY to $3.4 billion for the first half of 2018.
This broad category includes revenues from subscription services (such as paid versions of #Spotify, #AppleMusic, #Amazon, #TIDAL, and others), digital and customized radio services (like #Pandora, #SiriusXM, and other Internet radio), and ad-supported on-demand streaming services (such as #YouTube, #Vevo, and ad-supported Spotify). The overwhelming majority of the industryโs revenue growth during the period came from streaming music.
Paid subscriptions have become the biggest format for music by revenue. Year-over-year growth of 33% brought total subscription revenues to $2.5 billion. So ยพ of recording industry revenue came from streaming, and ยพ of that from paid subscriptions. Despite far few users, subscription streaming vastly out performed ad-supported revenues.
๐ @PerspectiveIX via RIAA (PDF).
โ Which one do you prefer?
Revenues from streaming #Music grew 28% YoY to $3.4 billion for the first half of 2018.
This broad category includes revenues from subscription services (such as paid versions of #Spotify, #AppleMusic, #Amazon, #TIDAL, and others), digital and customized radio services (like #Pandora, #SiriusXM, and other Internet radio), and ad-supported on-demand streaming services (such as #YouTube, #Vevo, and ad-supported Spotify). The overwhelming majority of the industryโs revenue growth during the period came from streaming music.
Paid subscriptions have become the biggest format for music by revenue. Year-over-year growth of 33% brought total subscription revenues to $2.5 billion. So ยพ of recording industry revenue came from streaming, and ยพ of that from paid subscriptions. Despite far few users, subscription streaming vastly out performed ad-supported revenues.
๐ @PerspectiveIX via RIAA (PDF).
โ Which one do you prefer?
โโ๐ Facebook Portal
#Facebook just unveiled Portal, a home video chat camera with auto-zoom & built-in #Amazon Alexa - for the people who still trust Facebook!
With #FacebookPortal, you canโt watch #YouTube; thereโs no web browser; #WhatsApp and #Instagram are nowhere to be found; and you canโt send or receive normal Facebook messages, even if theyโre video recordings. If you buy the Portal, you have to really want to video chat with other people on Facebook, and do so from one room in your home, on something other than the phone or laptop or tablet that you likely already have. (TheVerge)
With all the privacy issues surrounding Facebook, Portal seems like a stupidly brave bet from them.
๐ @PerspectiveIX
โ Will you purchase a Facebook Portal to place inside your home?
#Facebook just unveiled Portal, a home video chat camera with auto-zoom & built-in #Amazon Alexa - for the people who still trust Facebook!
With #FacebookPortal, you canโt watch #YouTube; thereโs no web browser; #WhatsApp and #Instagram are nowhere to be found; and you canโt send or receive normal Facebook messages, even if theyโre video recordings. If you buy the Portal, you have to really want to video chat with other people on Facebook, and do so from one room in your home, on something other than the phone or laptop or tablet that you likely already have. (TheVerge)
With all the privacy issues surrounding Facebook, Portal seems like a stupidly brave bet from them.
๐ @PerspectiveIX
โ Will you purchase a Facebook Portal to place inside your home?
โโ๐ Netflix is Responsible for 15% of Global Internet Traffic
According to a new report by Sandvine, the web application responsible for the world's most downstream traffic is #Netflix with 15%. #Youtube isn't too far behind with 11.4% and further back but still with a significant share, #Amazon Prime Video is responsible for 3.7%.
๐ @PerspectiveIX via Statista.
โ Do you a Netflix account?
According to a new report by Sandvine, the web application responsible for the world's most downstream traffic is #Netflix with 15%. #Youtube isn't too far behind with 11.4% and further back but still with a significant share, #Amazon Prime Video is responsible for 3.7%.
๐ @PerspectiveIX via Statista.
โ Do you a Netflix account?
๐ Alexa Rules American Smart Homes
Still capitalizing on its first mover advantage, #Amazon continues to dominate the smart speaker landscape in the United States. According to a survey conducted by research firm Strategy Analytics in July and August 2018, the e-commerce giant accounted for 63% of the U.S. installed base at the time, beating Google (17%) and Apple (4%) by quite a margin.
Amazon had started the smart speaker craze in November 2014 with the release of the first Amazon Echo. The Consumer Technology Association expects smart speaker sales to amount to $3.2 billion in the U.S. this year, up 64% over the 2017 total.
๐ @PerspectiveIX via Statista.
Still capitalizing on its first mover advantage, #Amazon continues to dominate the smart speaker landscape in the United States. According to a survey conducted by research firm Strategy Analytics in July and August 2018, the e-commerce giant accounted for 63% of the U.S. installed base at the time, beating Google (17%) and Apple (4%) by quite a margin.
Amazon had started the smart speaker craze in November 2014 with the release of the first Amazon Echo. The Consumer Technology Association expects smart speaker sales to amount to $3.2 billion in the U.S. this year, up 64% over the 2017 total.
๐ @PerspectiveIX via Statista.
๐ธ Amazon's HQs
#Amazonโs relationship to its hometown, Seattle, WA, has been complicated at best. The company has poured close to $4 billion in real estate spending into the city. Amazon is currently employing 45,000 people who have an average annual salary of $110,000. Critics say these moves have driven up the cost of living in the city. While the tech giant has grown, it has also deferred 54 million in state taxes alone, due to a high-tech corporate incentive in Washington state.
๐ @PerspectiveIX via Statista.
#Amazonโs relationship to its hometown, Seattle, WA, has been complicated at best. The company has poured close to $4 billion in real estate spending into the city. Amazon is currently employing 45,000 people who have an average annual salary of $110,000. Critics say these moves have driven up the cost of living in the city. While the tech giant has grown, it has also deferred 54 million in state taxes alone, due to a high-tech corporate incentive in Washington state.
๐ @PerspectiveIX via Statista.
๐ค e-Commerce App vs Web Engagement
Using the top four e-commerce brands, here Verto dives into what form of traffic was driving the majority of their visits. Unsurprisingly, Web (including mobile & desktop) continues to dominate e-commerce reach and time spent. 179 million unique monthly visitors access #Amazon at least once via Web which is 97% of Amazonโs user base for September 2018; only 53% of those users, 98 million, access it via the application. Even in terms of engagement, the average user on Amazon spent slightly more than 5 hours on web browsers compared to slightly under an hour on the app.
๐ @PerspectiveIX via VertoAnalytics.
Using the top four e-commerce brands, here Verto dives into what form of traffic was driving the majority of their visits. Unsurprisingly, Web (including mobile & desktop) continues to dominate e-commerce reach and time spent. 179 million unique monthly visitors access #Amazon at least once via Web which is 97% of Amazonโs user base for September 2018; only 53% of those users, 98 million, access it via the application. Even in terms of engagement, the average user on Amazon spent slightly more than 5 hours on web browsers compared to slightly under an hour on the app.
๐ @PerspectiveIX via VertoAnalytics.
๐ฐ Amazon Challenges Ad Duopoly
According to a new eMarketer report, digital ad spending in the United States will exceed traditional media spending, e.g. TV, print and radio ads, for the first this year. Boosted by the ongoing mobile #advertising boom, digital ad spending is expected to grow 19 percent to $129 billion in 2019.
While the digital ad market is still dominated by #Google and #Facebook, who account for roughly 60 percent of total spending, a third company is challenging the de-facto duopoly of the worldโs largest search and social media companies. Online retail behemoth #Amazon has quietly built a billion-dollar ad business which is growing at a rate of 50 percent per year.
๐ @PerspectiveIX via Statista.
According to a new eMarketer report, digital ad spending in the United States will exceed traditional media spending, e.g. TV, print and radio ads, for the first this year. Boosted by the ongoing mobile #advertising boom, digital ad spending is expected to grow 19 percent to $129 billion in 2019.
While the digital ad market is still dominated by #Google and #Facebook, who account for roughly 60 percent of total spending, a third company is challenging the de-facto duopoly of the worldโs largest search and social media companies. Online retail behemoth #Amazon has quietly built a billion-dollar ad business which is growing at a rate of 50 percent per year.
๐ @PerspectiveIX via Statista.
This media is not supported in your browser
VIEW IN TELEGRAM
๐คฏ Tech Companiesโ Market Capitalisation Over the Last 23 Years
Fascinating to see how quickly growing companies in tech have been able to join the top.
Keep an on on #Apple #Microsoft #Amazon #Google #Facebook and #Netflix...
๐ @PerspectiveIX via Lionel Page.
Fascinating to see how quickly growing companies in tech have been able to join the top.
Keep an on on #Apple #Microsoft #Amazon #Google #Facebook and #Netflix...
๐ @PerspectiveIX via Lionel Page.
๐บ Video Streaming Stats from Nielsen
A new age of media is upon us. As a number of powerful media companies enter the streaming video marketplace in a very big way, choice in this promising arena has never been greater.
The Nielsen report notes that 60% of Americans subscribe to more than one paid #VideoStreaming service. Better stillโespecially for platforms entering the streaming marketโis that 93% of U.S. consumers say they will either increase or keep their existing streaming services.
#Netflix #Hulu #Amazon #YouTube
๐ก Read more on Pulse 77.
๐ฆ @PerspectiveIX
A new age of media is upon us. As a number of powerful media companies enter the streaming video marketplace in a very big way, choice in this promising arena has never been greater.
The Nielsen report notes that 60% of Americans subscribe to more than one paid #VideoStreaming service. Better stillโespecially for platforms entering the streaming marketโis that 93% of U.S. consumers say they will either increase or keep their existing streaming services.
#Netflix #Hulu #Amazon #YouTube
๐ก Read more on Pulse 77.
๐ฆ @PerspectiveIX
๐ How Tech Companies Impact Society
The Verge Tech Survey 2020
Americans believe that #Google, #Amazon, #Apple, #Microsoft, #Netflix, and #YouTube have an overall positive effect on society. Theyโre more likely to think that #Twitter, #Slack, #Instagram, and #Facebook have an overall negative effect.
๐ญ๐๐
๐ฆ @PerspectiveIX via the Verge.
The Verge Tech Survey 2020
Americans believe that #Google, #Amazon, #Apple, #Microsoft, #Netflix, and #YouTube have an overall positive effect on society. Theyโre more likely to think that #Twitter, #Slack, #Instagram, and #Facebook have an overall negative effect.
๐ญ๐๐
๐ฆ @PerspectiveIX via the Verge.