2017-01-28

TechReview: YouTube Will Drive Alphabet $GOOG Revenues & Profits

Domain Mondo's weekly review of technology news:

Feature •  YouTube will drive Alphabet $GOOG $GOOGL revenues and profits over the "next 2 to 3 years" says AdParlor CEO Ben Legg:

How YouTube Can Drive Alphabet’s Profits:

 AdParlor.com CEO Ben Legg breaks down Alphabet’s results and the importance of YouTube to Google in the TV advertising market. He speaks with Caroline Hyde on “Bloomberg Technology.” on January 26, 2017. Also discussed: Facebook and Twitter. See also Alphabet $GOOG $GOOGL Q4 2016, LIVE Webcast Jan 26, 4:30pm ET.

Other Tech News:

•  Middle-Aged Americans More Addicted to Social Media Than Millennials: "Despite the popular belief that millennials are the generation most addicted to their phones, a recent report from Nielsen, the media information and analysis company, found that it is, in fact, Generation X that lavishes the most time on social media pages ... 35- to 49-year-olds averaged six hours and 58 minutes. Millennials, defined by the study as those aged 18 to 34, spent 39 fewer minutes per week. (People 50 and over, boomers and above, spent just four hours a week or so e-socializing.)"--Bloomberg.com

•  Tidal/Sprint | Lefsetz.com: "First and foremost, he [Jay Z] doesn’t know the first rule of the internet, which is one company ends up with seventy percent of the market. There’s no room for Tidal, Spotify’s already gobbled up the market share ... Peter Thiel wrote that you go into a business where no one else is. That’s how you make your money."

•  Facebook, Snapchat Deals Produce Meager Results for News Media"Newspapers and other media outlets are struggling to make money from their partnerships with tech giants like Facebook and Snapchat, raising concerns over their business models in a news landscape increasingly dominated by social media platforms."--Bloomberg.com

•  Cloud Computing Spins Out Of Control (But Maybe That's Not Such A Bad Thing) | forbes.com"The ubiquitous access to technology resources and services provided through cloud is providing almost unlimited opportunities for innovation at every level of organizations."

•  FY17 Q2 Microsoft | microsoft.com: Microsoft reported Surface revenue down 2% YoY to $1.32B as Azure revenue increased 93% and Phone revenue declined 81%. Revenue was $24.1 billion GAAP, and $26.1 billion non-GAAP. Operating income was $6.2 billion GAAP, and $8.2 billion non-GAAP.  Net income was $5.2 billion GAAP, and $6.5 billion non-GAAP. See also Microsoft's market value tops $500 billion again after 17 years | Reuters.com and The biggest barrier to Windows 10 success is still Windows 7 | ZDNet.com"The fate of Windows 10 lies in the hands of users that are still deeply in love with Windows 7."

•  Q4 2016 earnings this past week on DomainMondo.com: Alibaba $BABA, Qualcomm $QCOM, Alphabet (Google) $GOOG, $GOOGL.

•  Earnings releases this coming week on Domain Mondo: Apple $AAPL (Jan 31), Facebook $FB (Feb 1), and Amazon $AMZN (Feb 2).

•  Mathematical Model Reveals the Patterns of How Innovations Arise | technologyreview.com:  "... innovation arises from the interplay between the actual and the possible was first formalized by the complexity theorist Stuart Kauffmann. In 2002, Kauffmann introduced the idea of the “adjacent possible” as a way of thinking about biological evolution. The adjacent possible is all those things—ideas, words, songs, molecules, genomes, technologies and so on—that are one step away from what actually exists. It connects the actual realization of a particular phenomenon and the space of unexplored possibilities. But this idea is hard to model ..."

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