2017-08-18

2017 Hurricane Season, Hi-Def Mobile Radar, Weather App MyRadar

Satellite imagery courtesy of NOAA.gov. More info: http://www.nhc.noaa.gov/
graphic of 2017 Atlantic Hurricane Season Outlook
Revised 2017 Atlantic Hurricane Season Outlook
source: myradar.com
MyRadar | Hi-Def Mobile Radar | myradar.com: "The World's Most Popular Weather Radar App -- Over 25 million downloads" -- The weather app dominating the field of aviation with over 26 million downloads | thenextweb.com.

ACME AtronOmatic | acmeaom.com: "ACME AtronOMatic is a leading software application development company, with offices in Orlando, Florida, and Portland, Oregon. Since our inception in 1999, we've been developing applications that run the gamut from aviation-related web sites, providing flight tracking services to the aviation community, and to mobile applications such as MyRadar, a wildly-popular hi-tech, hi-resolution weather radar application for all of the popular mobile devices."

See also: 



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DISCLAIMER

2017-08-17

Alibaba Group $BABA Q2 2017 Earnings LIVE Webcast Aug 17 Replay

Alibaba and Tencent Place Big Bets to Justify Valuations

Video above published Aug 14, 2017: Alibaba and Tencent can count themselves among the world’s costliest technology companies after a stellar run. To justify those lofty valuations, China’s two largest corporations have to deliver on some of the riskiest bets they’ve placed in years. Bloomberg's Selina Wang has more on "Bloomberg Technology."

Alibaba Group Holding Limited (domain: alibabagroup.com)
 $BABA

Stock exchange: symbol  |  NYSE: BABA

Alibaba Group release of unaudited financial results for the quarter ended June 30, 2017: before U.S. market open on Thursday, August 17, 2017.

Conference call to discuss the financial results at 7:30 a.m. EDT (U.S. Eastern Time) (7:30 p.m. Hong Kong Time) August 17:
LIVE Webcast Replay of the earnings conference call. The replay of the conference call will also be available for one week via dial-in number: +61 2 8199 0299; conference ID: 61383477.  Press Release (pdf) excerpt below, and Presentation (pdf) embed below:
Excerpt from Alibaba Group Press Release



See also:

About the Alibaba Group (source: Alibaba Group)
"Alibaba Group’s mission is to make it easy to do business anywhere. The company aims to build the future infrastructure of commerce. It envisions that its customers will meet, work and live at Alibaba, and that it will be a company that lasts at least 102 years."
Alibaba Group Holding Limited is a Chinese e-commerce company that provides consumer-to-consumer, business-to-consumer and business-to-business sales services via web portals.
  • Founded: April 4, 1999, Hangzhou, China
  • Principal shareholder: Jack Ma (7.8%)
  • CEO: Daniel Zhang (May 10, 2015–)
  • Subsidiaries: Alibaba.com, Ant Financial, AutoNavi, Alibaba Cloud, MORE
  • Founders: Jack Ma, Peng Lei
  • Alibaba is the world's sixth-largest internet company by revenue according to wikipedia.org. Other Chinese companies in the top ten: JD.com (3), Tencent (5), and Baidu (8).

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DISCLAIMER

2017-08-16

The Incredible Size of Google's Digital Advertising Business

Infographic: The Incredible Size of Google's Advertising Business | Statista source: Statista.com
"[T]he lion’s share of the company’s [Alphabet's] revenue still stems from the core Google segment and its advertising business in particular. Ad revenue amounted to $22.67 billion in the three months ending June 30, accounting for 87 percent of the company’s total revenue. Google’s advertising business is safely on track to surpass $90 billion this year, making it the largest ad-selling company in the world by far. "--Statista.com
Net digital ad revenues of Google as percentage of total digital advertising revenues worldwide from 2016 and projected through 2019 are in the range of 32-33%. Competitors to Google are Amazon (in both search and advertising) and Facebook (in advertising). See also Google and Facebook Are the New Media Barons | Bloomberg.com.
Change in advertising revenue, 2010-2016. Source: Magna Global, Bloomberg Intelligence and Google filings.
source: $GOOGL / $GOOG Q2 2017 Earnings Release
The above list of 10 largest internet companies from Wikipedia.org: "This is a list of the world's largest internet companies by revenue and market capitalization. The list is restricted to dotcom companies, defined as a company that does the majority of its business on the Internet, with annual revenues exceeding 1 billion USD. It excludes Internet service providers or other information technology companies. For a more general list of IT companies, see list of the largest information technology companies." [Editor's note: Alphabet / Google is listed as a "Search" company and Facebook as a "Social" company but actually both are giant advertising companies.] See also the NASDAQ: GOOGL and NASDAQ: GOOG (stock charts).

Infographic: The Numbers Behind Google's Online Empire | Statista source: Statista.com

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DISCLAIMER

2017-08-15

iPhone Generation: Lonely & Depressed Losers? (video)

iPhone Generation: Lonely & Depressed

Video above published Aug 10, 2017 by L2inc.com--NYU Stern Professor Scott Galloway on digital winners and losers--

Loser: Unsustainable internet companies. Pureplays like Wayfair (domain: wayfair.com) and Blue Apron (domain: blueapron.com) are getting Amazon-like valuations without a critical component: a business that works.

Loser: The brand-industrial complex. Startup Brandless (domain: brandless.com) sells generic household items for $3 each, pointing to a larger shift in consumer behavior.

Loser: The smartphone generation. Three-quarters of American teens own iPhones (domain: apple.com/iphone), and the devices are making them more lonely -- but also less likely to do drugs.

Select slides:

Sources:
(0:13) “Meal-Kit Maker Blue Apron Goes Public, Demand Underwhelms As Amazon Looms,” Reuters, June 2017. http://reut.rs/2toDqYV
(0:13) “Pioneering Beauty Startup Birchbox Turns Profit After Tough 2016,” Forbes, April 2017. http://bit.ly/2fvh96f
(0:13) Google Finance, August 8, 2017.
(0:25) “New Amazon Data From Wall Street Should Terrify All Retail Stores In The US,” Business Insider, September 2016. http://read.bi/2bX6tG6
(0:30) “How Many Americans Are Amazon Prime Members?” The Motley Fool, April 2017. http://bit.ly/2fuXqmU
(0:30) “Share Of Internet Users In The United States Who Live In A Household With An Amazon Prime Subscription As Of November 2016,” Statista, November 2016. http://bit.ly/2vn3eob
(0:30) “Sixty-Four Percent Of U.S. Households Have Amazon Prime,” Forbes, June 2017. http://bit.ly/2usxrU8
(0:38) Value Investors Club, April 2016.
(0:43) L2 Analysis Of SEMRush Data, June 2017.
(0:47) “AMZN Cash Reserves,” Quandl, June 2017. http://bit.ly/2vIetIY
(0:53) “Burning Cash And Losing Customers, Wayfair Is Running Out Of Options,” Seeking Alpha, May 2017. http://bit.ly/2rqZ5dJ
(1:00) L2 Analysis of iSpotTV Data.
(1:12) L2 Analysis Of SEMRush Data, June 2017.
(1:31) “Blue Apron Significantly Lowers Its Valuation With Slashed IPO Pricing,” techcrunch, June 2017. http://tcrn.ch/2t1AIG0
(1:37) “Blue Apron Is Spending More Than $400 For Every New Customer — And That's Creating A Major Problem For The Company,” Business Insider, August 2017. http://read.bi/2vIHeVL
(1:45) “Form S-1,” Blue Apron Holdings, Inc., June 2017. http://bit.ly/2qGf2No
(1:50) “Blue Apron Vs. HelloFresh: A Look At Multiples And Valuation History,” CB Insights, June 2017. http://bit.ly/2uK03Dl
(1:50) “Blue Apron: 5 Things To Know About The Meal-Kit Delivery Company,” Market Watch, July 2017. http://on.mktw.net/2rtG3VH
(2:51) Cadent Consulting Group, 2016.
(3:42) “Have Smartphones Destroyed a Generation?” The Atlantic, September 2017. http://theatln.tc/2u3JDX6
(3:42) “Millennials Surpass Gen Xers as the Largest Generation in U.S. Labor Force,” Pew Research Center, May 2015. http://pewrsr.ch/1KAFrQ0
(3:54) “2016 Overview Key Findings on Adolescent Drug Use,” Monitoring The Future, January 2017. http://bit.ly/1WumBiz

Transcript via YouTube.com:
0:00  A loser: unsustainable Internet companies. Wayfair, Blue Apron and Birchbox are the
0:08  latest that have no sustainable strategy. These peer players are getting Amazon
0:12  like valuations without a critical component. That is a business that works,
0:18  or some sort of moat, that makes their companies scalable. For example,
0:22  warehouses within 20 miles of 45% of the population, or an incredibly robust
0:28  loyalty program with 58% of American households- yes, we're talking about
0:32  Prime. Wayfair's on track to double William Sonoma's eCommerce sales by 2019. Selling
0:38  low-priced items, they're competing with Amazon, which bids on 43,000 of the same
0:44  keywords. However, Amazon's cash won't run out. Meanwhile, Wayfair spending is
0:49  unsustainable. The company currently has more liabilities than assets. In exchange
0:54  for that massive spend, it's garnered no customer loyalty, even though the company
0:58  spent 72 million dollars on TV ads in 2016, and is slated to spend 90
1:04  million this year. Just 9 percent of search traffic comes from the master
1:08  brand term, compared to 30 to 50 percent from Williams-Sonoma brands. And they're
1:13  losing 60% of their customer base each year. By the way, the best proxy for brand
1:18  equity: look at the percentage of traffic garnered from key term brand searches.
1:23  Millward Brown and Ipsos: those businesses are going away. Blue Apron has a similar
1:28  story. In Q1 they lost 52 million on revenue of 245 million. The company has
1:34  an enormous acquisition cost; it spent four hundred and sixty dollars for each
1:38  new customer in 2016. Despite all those new users, Blue Apron's
1:43  revenue growth has been flat since Q1 of 2015. Their IPO down round was likely
1:48  the nail in the coffin. What Wall Street doesn't get? Paying high cost of customer
1:53  acquisition and investing insane amounts in fulfillment doesn't work when you
1:58  have 60 percent customer churn. At some point, like we saw with flash sites, there
2:03  will be a major correction in the marketplace. My advice to these companies?
2:07  While the market is drunk and asleep, grab its wallet and buy a real business,
2:13  as it will wake up, and it will be sober and irritable. A continued loser: the
2:19  brand industrial complex. The new startup, Brandless, competes with Amazon by
2:23  borrowing another of the Seattle giant's strategies: Private Label. And more
2:27  accurately: no label. But then again, if Brandless becomes popular, isn't Brandless
2:31  a brand? Mind blown. Brandless sells generic household items
2:36  from toothpaste to olive oil for just three dollars: yet another signal of the
2:40  death of the industrial brand complex, and is indicative of what is happening
2:44  in the larger consumer economy. Normally during a recession private label brands
2:49  take a larger share of CPG sales, as people are trying to save money and
2:53  don't want to pay more for the better known brand. During the recovery, however,
2:57  big CPG brands are able to use the normal levers of traditional advertising
3:02  and caps etc., they convince consumers to pay up for the premium brand. But things
3:08  are different now. There's been a structural shift, and despite a
3:11  recovery in the economy, private label sales continue to grow. We have entered a
3:16  new era; the sun has passed midday on brand building. A loser: the smartphone
3:22  generation. Three in four American teens now owns an iPhone. The impact? It's
3:28  making them more lonely. The data is clear: since the release of the iPhone,
3:32  the world has changed for American teens. Among other things, just 56 percent of
3:37  high school seniors in 2015 went on dates in contrast 85 percent of
3:43  Boomers and Gen Xers. To be fair, it's not all bad news.
3:47  Teens may be replacing drugs with their iPhones. Usage of illicit drugs, other
3:52  than weed, has fallen among eighth, tenth, and twelfth graders, to its lowest point
3:57  in 40 years. So teens are lonely, single, and addicted
4:01  to their smartphones, but not doing drugs. Progress? Maybe. My sons are getting their
4:07  first smartphones, and I told them they could have any ringtone, as long as it
4:12  was the sound of a tree falling in the forest or one hand clapping. In addition,
4:16  my smartphone is broken. Every time I use the home button, I find I'm still with
4:21  people I hate.

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DISCLAIMER

2017-08-14

Innovation Summit 2017 Video Interview: Kristin Russell, Arrow Electronics

Innovation Summit 2017: Video Interview with Arrow Electronics Global President

Video above from the Innovation Summit 2017: Kristin Russell, Global President, Arrow Electronics. Video published Jul 26, 2017, by Economist.com.

Arrow Electronics is a U.S. Fortune 500 company headquartered in Centennial, Colorado. The company specializes in distribution and value added services relating to electronic components and computer products.
Headquarters: Centennial, CO
Revenue: 23.82 billion USD (2016)
Number of employees: 18,100 (June 2017)
Founded: 1935, New York City, NY
Subsidiaries: Verical, Inc., Chip One Stop, Inc., MORE

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DISCLAIMER

2017-08-13

News Review: Uneducated and Illiterate, the Internet's Next Big User Group

News Review | ©2016 DomainMondo.com
Domain Mondo's weekly internet domain news review (NR 2017-08-13) with analysis and opinion: Features •  1) Uneducated and Illiterate, Internet's Next Big User Group, 2) Names, Domains & Trademarks: Domain Name Industry In Decline,  3) ICANN news: a. Revenue, b. GDPR, c. Brazil Reiterates Opposition to new gTLD .AMAZON,  4) ICYMI Internet Domain News: Online Sex Trafficking Bill, 5) Investing: $BABA, $SPAN, $GDDY, $TCX, $NSR R.I.P.,  6) Most Read.

1) Uneducated and Illiterate, the Internet's Next Big User Group:

Video above published Aug 8, 2017, by WSJ.com: In India and elsewhere in the world, inexpensive smartphones and data plans are bringing a large, new group of users online: the uneducated and illiterate, who are adapting apps to fit their own needs and skills. Oh, BTW, good luck on trying to sell any domain names to these users.

2) Names, Domains & Trademarks
•  Domain Name Industry In DeclineCold winds in the global domain industry | IIS.se"... one doesn’t need to be especially gifted to guess what is about to happen in the domain industry. The market is mature and largely over-established. We see too much speculation, too many top-level domains, too many registries (that administer top-level domains), too many back-end providers (delivering systems for the administration of top-level domains) and apparently also too many ICANN registrars. This also means that much will decline in the futureWe will see a decline in growth of domains in new top-level domains ... ICANN has to start re-thinking. Focus on costs, efficiency, lower travel costs for ICANN conferences ... In a situation when things “go down” for many in the industry, it could become even more difficult to get involved in ICANN’s multi-stakeholder process – and then it’s only the “rich” that are heard in the long runNow, ICANN can certainly start a new round with applications of new top-level domains, but it will take at least three years and one may wonder if there’s really a need for new top-level domains ..."--Danny Aerts, CEO of IIS which manages ccTLD .SE (Sweden)(emphasis added).

[Editor's note: there really wasn't a need for more than two dozen new gTLDs, but that didn't stop inept ICANN nor its dysfunctional GNSO from expanding the global DNS root from just 22 gTLDs and less than 300 ccTLDs, to now over 1200 new gTLDs, an unmitigated ICANN-made disaster (see above and quotes of the week below). A better solution would have been to terminate and dissolve ICANN in 2012 or thereafter, after splitting off the IANA department, n/k/a PTI, to be run jointly by the Internet Society, Root Server Operators, and Registry Operators, and convert all (then 22) gTLDs to ccTLDs (all TLDs, both unrestricted such as .COM and .CO, and restricted such as .EDU and .EU, except .INT could be run by ITU as proposed in 2003 (pdf).) That is essentially how the internet was organized until 2000 (pdf), with .COM, .NET, and .ORG, run as open TLDs under U.S. government supervision. ICANN has proven to be unfit for the purpose for which it was intended. The "ICANN community" (particularly its policy-making GNSO) is neither representative of, nor accountable to, the global internet community, and ICANN policy-making and implementation are governed by greed, conflicts of interest, cronyism, and incompetence.]
One commenter: "... Good that someone can talk honestly about what many refer to as the ”ICANN Travelling Circus”, and it’s total overproduction of new gTLDs, which will not only produce more and more chaos for all internet users, but harm a lot of innocent people and companies too ..."
•  Quotes of the Week:
"ICANN's history is riddled with examples of bad policy suggestions that had theoretical benefits, and whose introduction was based on speculative demand that never was realized. It's time to assess those policies properly and honestly, and admit that they were failures .... While the new gTLD program has been a disaster, it hasn't been an underperformance of 99%+ of expectations (perhaps more like 80% to 90% underperformance). Thus, while it's obvious that both [new gTLDs and sunrise periodhave been failuressunrise usage is an even greater failure ..." --both quotes by George Kirikos on the gnso-rpm-wg public mail list (emphasis added).  
•   Canonical DomainWWW vs Non-WWW: Google Says It Doesn't Matter | seroundtable.com

•   The China Domain Name Scam Redux | ChinaLawBlog.com

•   Millions of Australian domain name owners 'ripped off' | smh.com.au"[auDA]'s been stacked at the board level by people with conflicts of interest who have made hundreds of millions of dollars out of this."--Sean Fogarty, auDA member

•  The ACCC Is About To Slap A Dodgy Aussie Domain Name Company | Gizmodo Australia | gizmodo.com.au:  another false billing scam.

3) ICANN news
a. ICANN Revenue by Source | Fiscal Year Ending June 30, 2016 | ICANN Operations (Excluding New gTLD) | ICANN.org (pdf)(highlighting added of sources contributing more than $1,000,000 in revenue):

b. Letter from ICANN (Theresa Swinehart) to GAC (Thomas Schneider) re: European General Data Protection Regulation (GDPR) Compliance Task Force:
"... It is our [ICANN] intention, through the work of reaching out as broadly as possible, to capture the respective user stories to help inform whether, and if so, to what extent, this impacts the current global policy as it relates to WHOIS. We fully agree it is essential to consult and proactively seek the input beyond the range of routine ICANN participants ..." (emphasis added)
c. Brazil Reiterates Opposition to new gTLD .AMAZON: Letter from Hartmut Glaser to Steve Crocker [Published 11 August 2017] The Brazilian Internet Steering Committee (CGI.br) re: Final Declaration of .AMAZON Independent Review Panel (highlighting added):


4) ICYMI Internet Domain News 
Internet Association CEO on Combating Online Exploitation

Video above published Aug 4, 2017: Michael Beckerman, The Internet Association's (domain: InternetAssociation.org) chief executive officer, discusses the new legislation targeting website liability for sex trafficking ads. He spoke with Bloomberg's Caroline Hyde on "Bloomberg Technology."

5) Investing
•  Q2 2017 results this coming week: Alibaba Group $BABA LIVE Webcast Aug 17, 7:30am ET

•  Q2 2017 results this past week:
•  R.I.P. $NSR:
NYSE: NSR No Longer Trading
Neustar ($NSR), like Rightside ($NAME), is no longer a publicly traded company, having been acquired and now privately held: Neustar Announces Completion of Acquisition by Group Led by Golden Gate Capital | neustar.biz: August 8, 2017: "Neustar, Inc. ... today announced the completion of the Company’s previously announced acquisition by a private investment group led by Golden Gate Capital. An affiliate of GIC also invested in Neustar and is now a minority owner of the Company. President and Chief Executive Officer Lisa Hook will continue to lead Neustar."

6) Most read posts (# of pageviews Sun-Sat) this past week on DomainMondo.com: 
1. News Review: HTC Terminates New gTLD .HTC, ICANN .BRAND Scam
2. Tech Review: Amazon Plans to Disrupt Payments Industry (video)
3. Snap $SNAP Q2 2017 Earnings LIVE Webcast, August 10, 5pm EDT

-- John Poole, Editor, Domain Mondo 

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DISCLAIMER

2017-08-12

Tech Review: Amazon Plans to Disrupt Payments Industry (video)

Tech Review (TR 2017-08-12)--Domain Mondo's weekly review of tech news:

Features • 1) Amazon Plans to Disrupt Payments Industry (video), 2) China vs WeChat, 3) Be Thankful You Don't Work for GOOGLE, 4) Why Apple Devices Are Hard to Repair, 5) ICYMI Tech News.

1) Amazon's Plan to Disrupt the Payments Industry

Lisa Ellis, Sanford C. Bernstein & Co. senior research analyst, discusses Amazon.com Inc.'s push into payments with Bloomberg's Emily Chang on "Bloomberg Technology" on August 1, 2017.

Amazon's digital payments ecosystem:
  1. An easy secure way for consumers to make online payments and merchants' to accept them with Amazon Pay (domain: pay.amazon.com).
  2. Consumers can also make payments in-store via Amazon Pay Places.
  3. Consumers can even add cash to their Amazon accounts and earn rewards, giving users essentially a banking account.
  4. Amazon also offers other banking services such as loans.
Infographic: First Stop: Amazon | Statista Source: Statista.com

Other Tech News:
2)  China Probes Social Media Giants | Variety.com"Chinese regulators have unveiled an investigation into the country’s top three social media sites. Tencent’s WeChat, Sina Weibo and Baidu’s Tieba are accused of not doing enough to halt the publication and spread of illegal content."

3) Google proved this week it is just as intolerant of free speech as Beijing, firing employee James Damore (no prior reprimand, no prior warning), for having the temerity to suggest there are biological differences between men and women--imagine that!--suggesting there are reasons beyond "discrimination" that might account for the male-female employment gap at Google.
Fired Google Engineer Says Company Execs Shamed and Smeared Him | Bloomberg.com"When he initially circulated the memo [a month ago], “no one high up ever came to me and said, ‘No, don't do this,’ even though there were many people who looked at it,” Damore said. “It was only after it got viral that upper management started shaming me and eventually firing me.”"
In the judgment of Big Brothererr, Big Sister, in Mountain View, his opinions were “incorrect” and violated Google’s “Code of Conduct.” The blowback was swift and persists:  Google cancels employee meeting because of harassment fears | bizjournals.com: "Sundar Pichai, Google’s chief executive, sent an email to staff members canceling the meeting a half-hour before it was to start on Thursday."  Be thankful you don't work for Google. Google is just as Evil, if not more so, as all the rest in Silicon Valley. Read James Damore's memo below and decide for yourself--is this memo an offense justifying termination?--
As a Woman in Tech, I Realized: These Are Not My People | Bloomberg.com: "And yet, you still have to ask whether shamestorming Damore and getting him sacked was really the best way to convince him -- or anyone else -- that he’s mistaken. Did anyone’s understanding of the complex quandaries of gender diversity advance? If there were guys at Google wondering whether the women around them really deserved their jobs, did anyone wake up the morning after Damore's firing with the revelation: “Good God, how could I have been so blind?” No, I suspect those guys are now thinking: “You see? Women can’t handle math or logic.”"

4) Why Apple and other tech companies are fighting to keep devices hard to repair | TheVerge.com"Apple incentivizes consumers to trade in or discard models that are just 18–24 months old for newer ones."--A new report details how Apple, HP, other manufacturers influence the Green Electronics Council (domain: GreenElectronicsCouncil.org) to undermine green tech standards of reusability and repair.

5)  ICYMI Tech News:

-- John Poole, Editor, Domain Mondo  

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DISCLAIMER

2017-08-11

Business Valuation: Aswath Damodaran On The Value of a User (video)

Aswath Damodaran - The Value of a User

Video above published Jul 26, 2017: While traditional business valuations have treated cash flow as the ultimate metric for gauging success, many of today's companies focus more on the size of their user community than their bottom line. Responding to evolving perspectives, newer valuation models attempt to assign value to individual consumers, but these models involve a series of assumptions and generalizations that do not always withstand scrutiny. Using Uber as a case study, this session compares and contrasts user-based valuation models with more traditional discounted cash flow (DCF) models, identifying where they converge and diverge.

Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is a Professor of Finance at New York University Stern School of Business. He received a B.A. in Accounting from Madras University, an M.S. in Management from the Indian Institute of Management, and an M.B.A. and Ph.D. in Finance from the University of California. He has been voted “Professor of the Year” by the graduating M.B.A. class five times during his career at NYU. In addition, Professor Damodaran is the author of several highly-regarded and widely-used academic texts on Valuation, Corporate Finance, and Investment Management. Professor Damodaran currently teaches Corporate Finance and Equity Instruments & Markets. His research interests include Information and Prices, Real Estate, and Valuation.

The L2 Digital Leadership Academy, led by faculty from NYU Stern, Kellogg School of Management, Harvard Business School, and L2 researchers, is a two-day conference rooted in business fundamentals coupled with tactical sessions on digital topics.



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DISCLAIMER

2017-08-10

Snap $SNAP Q2 2017 Earnings LIVE Webcast, August 10, 5pm EDT

 $SNAP

Above: After hours trading August 10, 2017, $SNAP falls 16% to $11.55

NYU Stern Professor Scott Galloway: "Investing In Snapchat Is Like Driving Drunk"

Video above published Jul 11, 2017, by CNBC.com--"The most overvalued company in the world right now"--NYU Stern Professor Scott Galloway gives his views on Snap's stock as it tumbles below its IPO price of $17 a share.
 $SNAP

Snap Inc. 
  • Stock exchange: symbol | NYSE: SNAP (IPO date March 2, 2017)
  • Principal domains: snap.com, snapchat.comspectacles.com
  • Snap's subsidiaries
investor.snap.comSnap Inc. Q2 2017 Earnings LIVE webcast Thursday, August 10, 2017, at 5:00 p.m. EDT.

Snap Inc. Q2 2017 Earnings Press Release (pdf) excerpt below:

Earnings Slides (pdf) embed below:


Junk Equity” Comes to Haunt $30-billion Startup | WolfStreet.com Jul 26, 2017: "Snap Inc., the parent of Snapchat, was dealt another blow today. FTSE Russell, which owns numerous indices for stock markets around the world, including the US Russell 3000, 2000, and 1000 indices, said today that it would exclude Snap from its indices because of Snap’s share structure that denies public investors the right to vote."

Snap Inc. is a U.S.-based technology and social media company, founded on September 16, 2011, by Evan Spiegel (CEO) and Bobby Murphy and headquartered in Venice, Los Angeles. It has four principal products: Snapchat, Spectacles, Bitmoji, and Zenly. Number of employees: 1,859 (2017). More info at NYSE:SNAP: Snap Inc. | google.com/finance.

Infographic: The Top 10 Android Apps in the U.S. | Statista
source: Statista Infographic: Snap Sinks Below Its IPO Price After 130 Days | Statistasource: Statista

Company Profile (source: Snap Inc.):
  • Snap Inc. is a camera company.
  • We believe that reinventing the camera represents our greatest opportunity to improve the way people live and communicate.
  • Our products empower people to express themselves, live in the moment, learn about the world, and have fun together.

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DISCLAIMER

2017-08-09

Online Grocer Ocado Does It Better Than Amazon + Whole Foods? (video)

Tim Steiner, CEO of OCADO explains why Ocado does better than Amazon

Video above published Mar 29, 2016: At E-Commerce One-to-One Monaco, Tim Steiner, the co-founder of Ocado, a world leader in online groceries, talks customer service, robots and logistics.

Ocado Group PLC, or just "Ocado," is a British online supermarket. In contrast to its main competitors, the company has no chain of stores and does all home deliveries from its warehouses. Ocado is the world’s largest online-only grocery retailer. Customers place orders online and then Ocado picks and packs them in huge automated warehouses, the largest of their kind in the world, before delivering them to customers’ kitchen tables in one hour delivery slots. Ocado has been voted the best online supermarket in the UK by Which? 
  • Principal domain: ocado.com (ocado.co.uk redirects to ocado.com)
  • Headquarters: Hatfield, United Kingdom; Founded: April 2000
  • Revenue: 1.271 billion GBP (2016)
Ocado | Google Cloud Platform | cloud.google.com: "... Ocado migrated nearly all of its business information — currently more than 100TB of data — to Google Cloud Platform in order to knock down silos and enable advanced data analytics which in turn could improve customer service, empower its supply chain, speed decision-making and reduce costs."

The company's shares started trading on the London Stock Exchange on 21 July 2010 and Ocado is currently a member of the FTSE 250 Index.

Stock exchange: symbol  |  LON: OCDO
 OCDO

Note: 301.20GBX=US$3.93 (Aug 8, 2017)

Twitter: @Ocado


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2017-08-08

Q2 2017 LIVE Webcasts August 8: GoDaddy $GDDY & Tucows $TCX

Leading domain name registrars and tech companies, GoDaddy $GDDY, and Tucows $TCX, have each scheduled their respective Q2 2017 financial results LIVE webcasts for Tuesday, August 8, 2017, at 5pm EDT:

 $GDDY

GoDaddy Inc.,  (NYSE: GDDY), the world's largest domain name registrar (domain: GoDaddy.com) Q2 2017 Earnings LIVE Webcast 5pm EDT on Aug 8, 2017.

Q2 2017 results (pdf): "Q2 Revenue up 22% on Growing Customers and ARPU plus HEG Acquisition; Operating Cash Flow up 23% and uFCF up 61%." Presentation below:


GoDaddy released Q2 financial results prior to the webcast at GoDaddy Investor Relations. You can also dial into the call at (877) 648-7976 in the United States or (617) 826-1698 from international locations, with passcode 52323850. The live webcast replay of the call will also be available on GoDaddy's investor relations website at https://investors.godaddy.net.
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 $TCX

Tucows Inc. NASDAQ: TCX / TSX: TC (domain: tucows.com), reports its second quarter fiscal 2017 financial results via news release on Tuesday, August 8, 2017 at approximately 4:05 p.m. (ET). Tucows management will host a conference call on the same day at 5:00 p.m. (ET) to discuss the results and the outlook for the company. For the latest quarterly financial results and conference call webcast link: http://www.tucows.com/investors/financials.

Q2 2017 results--"Solid Year-Over-Year Growth Across All Key Financial Metrics and Record EPS"--Q2 2017 News Release (pdf) and Financial Statement (pdf).

Participants can also join the call by dialing 1-888-231-8191 or 647-427-7450. For those unable to participate in the conference call at the scheduled time, it will be archived for replay both by telephone and via tucows.com/investors beginning approximately one hour following completion of the call. To access the archived conference call by telephone, dial 1-855-859-2056 or 416-849-0833 and enter the pass code 59387346 followed by the pound key. The telephone replay will be available until Tuesday, August 15, 2017 at midnight. To access the archived conference call as an MP3 via the Internet, go to http://www.tucows.com/investors.

About Tucows: Tucows is a provider of network access, domain names and other Internet services. Ting (ting.com) delivers mobile phone service and fixed Internet access. OpenSRS (opensrs.com) and Enom (enom.com) manage a combined 29 million domain names and millions of value-added services through a global reseller network of over 40,000 web hosts and ISPs. Hover (hover.com) provides individuals and small businesses ways to manage their domain names and email addresses. More information may be found at Tucows.com.


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2017-08-07

Maureen Mullen: Understanding Disruption and Innovation (video)

Maureen Mullen - The Innovation Class

Video above published Jul 26, 2017: As Co-Founder and Chief Strategy Officer at L2 (domain: L2inc.com), Maureen Mullen co-authored the L2 Digital IQ Index methodology and oversees L2 Research and Strategy. She has led C-level engagements for L2 members including Procter & Gamble, L’OrĂ©al, LVMH, Nike, Unilever, and many others. Prior to L2, Maureen was a consultant at Triage Consulting Group, where she led managed-care payment review projects for hospitals including UCLA Medical Center, UCSF, and HCA. Maureen holds a B.A. in Human Biology from Stanford University and an M.B.A. from NYU Stern.

The L2 Digital Leadership Academy, led by faculty from NYU Stern, Kellogg School of Management, Harvard Business School, and L2 researchers, is a two-day conference rooted in business fundamentals coupled with tactical sessions on digital topics.

Select slides: Exploiting New Opportunities, Capitalizing on Incumbent Weaknesses





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2017-08-06

News Review: HTC Terminates New gTLD .HTC, ICANN .BRAND Scam

News Review | ©2016 DomainMondo.com
Domain Mondo's weekly internet domain news review (NR 2017-08-06) with analysis and opinion: Features • 1) HTC Terminates New gTLD .HTC, 2) Other ICANN news: GAC Letter to ICANN re: GDPR, Geographic Names as Top-Level Domains (TLDs), 3) Names, Domains & Trademarks: Untied.com, 4)  ICYMI Internet Domain News: Senator Ted Cruz & NTIA nominee Redl, 5) Investing: GoDaddy $GDDY, Tucows $TCX, Verisign $VRSN & .WEB, 6) Most Read Posts.

1 HTC Terminates New gTLD .HTC: Well-known global brand HTC has joined McDonald's and other global name brands in rejecting ICANN's Extortionate .BRAND Scam:

 Registry Agreement Termination Information Page | ICANN.org:
ICANN hides its Registry Agreement Termination Information Page under "Proof of Concept Reports"
Like McDonald's, HTC's back end registry services provider was also Neustar
Letter from HTC to ICANN terminating new gTLD .HTC
News Review: ICANN's Extortionate .BRAND Scam Failing"... an assortment of hucksters, lawyers, charlatans, and snake oil salesmen ... thought they would get filthy rich off all the big "dumb" rich trademark holders who were told they must pay to defensively register their trademark as an ICANN .BRAND TLD or risk losing their "brand name" and trademark on the internet to other claimants. ICANN charged an initial $185,000 "shakedown" fee per brand name upfront, plus periodic fees thereafter for the "privilege" of operating the .BRAND TLD. Of course, that may be just a drop in the bucket compared to the fees charged by the consultants, lawyers, back end registry service providers, and others, including the aforesaid charlatans."

2) Other ICANN news:

a. Letter from GAC (Thomas Schneider) to ICANN (Theresa Swinehart) | ICANN.org re: GDPR Compliance Task Force: schneider-to-swinehart-24jul17-en.pdf [77.6 KB] embed below (highlighting added):

b. ICANN Management Organization Chart | ICANN.org 01 Aug 2017: management-org-01aug17-en.pdf (pdf) [131 KB]

c. Geographic Names as Top-Level Domains (TLDs): Letter from Avri Doria and Jeff Neuman to GNSO Chair James Bladel (pdf), embed below (highlighting added):

3) Names, Domains & Trademarks

4) ICYMI Internet Domain News 
  • Politico.com reports U.S. Senator Ted Cruz is "slowing down the Senate Commerce Committee vote on NTIA Administrator-nominee David Redl" because Cruz "is seeking assurances related to the IANA transition."  
Photos of U.S. Senator Ted Cruz and NTIA Administrator David Redl at the Senate Commerce Hearing on June 8, 2017
At the hearing on June 8, 2017 (photos above, video @1:09:17), Cruz asked Redl whether he thought the IANA transition had been “wise and prudent.”

5) Investing: GoDaddy $GDDY, Tucows $TCX, Verisign $VRSN & .WEB
  • GoDaddy (NYSE: GDDY), secondary offering lockup expiration: August 3, 2017.
  • Q2 2017 earnings LIVE webcasts for GoDaddy (NYSE: GDDY) and Tucows (NASDAQ: TCX): August 8, 2017, at 5pm EDT.
"Well, there's really no update to provide on [new gTLD] .WEB at this point. With respect to our interactions with the Department of Justice [Antitrust Division], we continue to cooperate with DOJ as it pertains to the CID [civil investigative demand] we discussed last quarter. That dialogue is constructive, has been constructive. We produced documents and information. We'd answered questions as needed, and we're meeting with the department. So that's an ongoing process, and beyond that, there's really nothing to say at this point."--D. James Bidzos, VeriSign, Inc. CEO, July 27, 2017
Global Public Interest? Verisign enjoys the pricing power (pdf) of an ICANN-enabled global monopoly:
 Verisign .NET price increase
Even ICANN itself is "in on the greedby charging $0.75 per .NET domain name vs. only $0.25 per domain name for new gTLDs' domain names. However, unlike .NET domain names, new gTLDs' domain names price increases are unlimited

And unlike the world's largest TLD (top-level domain) .COM (pdf), the new gTLDs are ICANN-enabled global monopolies with absolute, unlimited pricing-power. ICANN operates in the global public interest? LOL!

6) Most read posts (# of pageviews Sun-Sat) this past week on DomainMondo.com: 
1. News Review: EFF Warns Registrants To Avoid New gTLD Domain Names
2. The Big Four: Amazon, Apple, Facebook, Google; & The New Rules (video)
3. Apple $AAPL Q3 FY17 Earnings Webcast, August 1, 5pm EDT
4. Tech Giants Amazon, Apple, Facebook, Google: Above The Law? (video) 

-- John Poole, Editor, Domain Mondo 

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