AkhenOsiris
July 2022:
Morgan Stanley's Adam Jonas: $AAPL is going to do a car and it's going to be a gamechanger invidious.esmailelbob.xyz/watch?v=isV0uTHr…
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July 2022:
Morgan Stanley's Adam Jonas: $AAPL is going to do a car and it's going to be a gamechanger invidious.esmailelbob.xyz/watch?v=isV0uTHr…
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AkhenOsiris
$AMZN
Amazon is quietly developing an internal ad tech project called ID++, which is part of its long-term strategy to win online advertising in the post-cookie era.
The project was recently promoted on an Amazon Advertising job posting site, but it has since been removed. Amazon said in the job posting: “The ID++ Program supports the next generation of innovative products and services that will fuel the future growth of Amazon’s ad solutions in an identity-restricted world.”
Amazon removed the job description after Ad Age reached out for comment. One marketing technology partner, who spoke on condition of anonymity, said they were aware of ID++, and that Amazon had been discussing the program with partners.
“This is an internal project team that is developing a range of modeled and contextual addressability solutions,” an Amazon spokesperson told Ad Age by email.
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$AMZN
Amazon is quietly developing an internal ad tech project called ID++, which is part of its long-term strategy to win online advertising in the post-cookie era.
The project was recently promoted on an Amazon Advertising job posting site, but it has since been removed. Amazon said in the job posting: “The ID++ Program supports the next generation of innovative products and services that will fuel the future growth of Amazon’s ad solutions in an identity-restricted world.”
Amazon removed the job description after Ad Age reached out for comment. One marketing technology partner, who spoke on condition of anonymity, said they were aware of ID++, and that Amazon had been discussing the program with partners.
“This is an internal project team that is developing a range of modeled and contextual addressability solutions,” an Amazon spokesperson told Ad Age by email.
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Offshore
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AkhenOsiris
Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
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Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
JPM's Kolanovic on island of his own even amongst JPM colleagues
🔹MAG 7 cheaper than the rest of the S&P 493, at only
1.1 PEG ratio
🔹 #AI already impactful for productivity and margins
🔹Productivity gains likely underestimated by
economists
$SPX $SPY $QQQ $NDX - Seth Goldentweet
BizToc
4) EA's Strategic Retrenchment —
Electronic Arts announces cutting 5% of its workforce, sunsetting certain games to fine-tune its portfolio. #EAWorkforceCut
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4) EA's Strategic Retrenchment —
Electronic Arts announces cutting 5% of its workforce, sunsetting certain games to fine-tune its portfolio. #EAWorkforceCut
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BizToc
3) Paramount’s Profit Surprise —
Paramount exceeds profit forecasts despite falling revenues, banking on strong streaming growth to counter ad headwinds. #ParamountEarnings
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3) Paramount’s Profit Surprise —
Paramount exceeds profit forecasts despite falling revenues, banking on strong streaming growth to counter ad headwinds. #ParamountEarnings
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BizToc
2) Okta Beats Odds Post Breach —
Okta surpasses earnings expectations even after grappling with a high-profile security breach, showcasing resilience. #OktaEarnings
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2) Okta Beats Odds Post Breach —
Okta surpasses earnings expectations even after grappling with a high-profile security breach, showcasing resilience. #OktaEarnings
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Offshore
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BizToc
📰 BizToc.com Hourly News Flash
1) Thrasio’s Debt Dilemma —
E-commerce giant Thrasio, once a top Amazon brand aggregator, files for bankruptcy seeking debt relief. #ThrasioBankruptcy
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📰 BizToc.com Hourly News Flash
1) Thrasio’s Debt Dilemma —
E-commerce giant Thrasio, once a top Amazon brand aggregator, files for bankruptcy seeking debt relief. #ThrasioBankruptcy
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BizToc
4) Non-Dom Tax Rules Under UK Scrutiny —
UK Chancellor Jeremy Hunt considers major reforms to non-domiciled taxpayer rules, potentially altering tax landscape for international residents. #UKTaxReform
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4) Non-Dom Tax Rules Under UK Scrutiny —
UK Chancellor Jeremy Hunt considers major reforms to non-domiciled taxpayer rules, potentially altering tax landscape for international residents. #UKTaxReform
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BizToc
3) Google in $2.3B Media Legal Battle —
Axel Springer leads media groups in a massive $2.3 billion lawsuit against Google over alleged digital advertising losses. #GoogleLawsuit
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3) Google in $2.3B Media Legal Battle —
Axel Springer leads media groups in a massive $2.3 billion lawsuit against Google over alleged digital advertising losses. #GoogleLawsuit
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