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VOICE ARCHIVE

Giulio S.

@astaniscia86
59 posts
2023-02-21
The iPhone's dominance means that gen Z audience on mobile is mostly unaddressable. https://www.ft.com/... https://twitter.com/...
2023-02-21 View on X
Financial Times

A look at Apple's smartphone dominance among Gen Z, who make up an estimated 34% of all US iPhone owners, as Samsung and Android struggle against iMessage

Younger Americans prefer an iPhone over Android by huge margins, creating unusual pressure over how they communicate

2023-02-15
Apple is the new TransUnion. https://www.bloomberg.com/... https://twitter.com/...
2023-02-15 View on X
Bloomberg

Sources: Apple plans to evaluate Pay Later borrowers based on spending history, the Apple devices they own, whether they applied for an Apple Card, and more

With Apple Inc. pushing into the lending business with a “buy now, pay later” service, the company is laying out rules for how it will approve transactions.

2023-02-13
The larger and more successful an organization becomes, the weaker the argument that emerging markets can remain useful engines for growth. Clayton M. Christensen https://www.ft.com/... https://twitter.com/...
2023-02-13 View on X
Financial Times

A look at Andy Jassy's challenges running Amazon, down by $1T in market cap since he took over: cutting costs, layoffs, boosting Prime subscribers, and more

Investors joining Amazon's earning call earlier this month were greeted with a surprise guest: the group's chief executive, Andy Jassy.

ByteDance, the owner of TikTok, is starting to snare market share in the VR headset space. Meta's market share dropped from 90% to ~75% in Q3 2022. https://www.wsj.com/... https://twitter.com/...
2023-02-13 View on X
Wall Street Journal

IDC: ByteDance's Pico more than tripled its share of the global VR market YoY to ~15% by Q3 2022 while Meta's share fell from 90% to ~75% in the same period

Wall Street Journal :

First mover advantage doesn't go to the company that starts up, it goes to the company that scales up. Reid Hoffman https://www.wsj.com/... https://twitter.com/...
2023-02-13 View on X
Wall Street Journal

Creating trustworthy generative AI requires resources probably on the scale of what companies like Microsoft and Google possess, making them even more powerful

2023-02-12
First mover advantage doesn't go to the company that starts up, it goes to the company that scales up. Reid Hoffman https://www.wsj.com/... https://twitter.com/...
2023-02-12 View on X
Wall Street Journal

Creating trustworthy generative AI requires resources probably on the scale of what companies like Microsoft and Google possess, making them even more powerful

Christopher Mims / Wall Street Journal :

ID vendors have a new competitor. EU Commission just approved TrustPid backed by Vodafone, Orange, Telefonica and Deutsche Telekom. https://ec.europa.eu/... https://twitter.com/...
2023-02-12 View on X
Reuters

An advertising joint venture by Deutsche Telekom, Orange, Telefonica, and Vodafone to rival Meta and Google wins unconditional EU antitrust approval

Deutsche Telekom (DTEGn.DE), Orange (ORAN.PA), Telefonica (TEF.MC) and Vodafone (VOD.L) on Friday secured unconditional EU antitrust approval …

2023-02-02
Meta's year of efficiency is AI powered: Advantage+: $4 billion annual run rate https://www.businessinsider.com/ ... https://twitter.com/...
2023-02-02 View on X
Meta

Meta reports Q4 revenue down 4% YoY to $32.2B, net income down 55% YoY to $4.7B, and family daily active people up 5% YoY to 2.96B; stock jumps 24%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2022.

Meta's year of efficiency is AI powered: Advantage+: $4 billion annual run rate https://www.businessinsider.com/ ... https://twitter.com/...
2023-02-02 View on X
TechCrunch

Mark Zuckerberg says Meta's management theme for 2023 is the “Year of Efficiency” and emphasizes the company is aiming to “become a leader in generative AI”

Taylor Hatmaker / TechCrunch :

2023-02-01
Apple will launch its new streaming service for Major League Soccer this week: - ad categories allowed: credit cards, alcohol and car rentals -3 sponsorship packages: Gold: $4 million/season Silver: $3 million/season Bronze: $1.5 million/season https://www.bloomberg.com/... https://twitter.com/...
2023-02-01 View on X
TechCrunch

Apple launches its MLS Season Pass in over 100 territories, giving soccer fans access to all MLS matches, playoffs, and more for $14.99/month or $99/year

Today, Apple launched MLS Season Pass in over 100 territories, giving soccer fans access to all MLS matches, Audi 2023 MLS Cup Playoffs …

Apple will launch its new streaming service for Major League Soccer this week: - ad categories allowed: credit cards, alcohol and car rentals -3 sponsorship packages: Gold: $4 million/season Silver: $3 million/season Bronze: $1.5 million/season https://www.bloomberg.com/... https://twitter.com/...
2023-02-01 View on X
Bloomberg

Sources: as Apple launches MLS Season Pass, the company is shopping ad packages for up to ~$4M per season, without guaranteeing advertisers viewership numbers

2023-01-31
Spotify's ad-supported revenue grew 14% Y/Y in Q4 2022. But the monetization is really bad: ad-supported gross margin was 5.1% in Q4, down 554 bps Y/Y. https://twitter.com/...
2023-01-31 View on X
Financial Times

Spotify reports Q4 revenue up 18% YoY to €3.2B and a €270M loss, up from €39M YoY, as operating costs rose 44% YoY; paying subscribers were up 10M to 205M

Music streaming group adds subscribers but is hit by rise in operating expenses  —  Spotify's losses ballooned …

European Commission will require each nation to share an overview of its data-protection investigations six times a year. The previous frequency for reporting on GDPR enforcement was every two years. https://www.bloomberg.com/... https://twitter.com/...
2023-01-31 View on X
Bloomberg

EU Commission changes, triggered by human rights group ICCL, mean regulators in Ireland and elsewhere will report six times a year on GDPR, violations, and more

It's well established that the European Union has some of the strictest privacy laws in the world, threatening fines of up to 4% of a company's annual turnover.

2023-01-30
Shoshana Zuboff is against the tech surveillance capitalism but at the same time she expects to surveil tech companies from the inside out. The debate around privacy is gone too far. https://www.ft.com/... https://twitter.com/...
2023-01-30 View on X
Financial Times

An interview with Harvard Business School professor Shoshana Zuboff on her frustrations with fragmented efforts to restrain tech companies, privacy, and more

These are uncertain times for Silicon Valley.  Tech companies are firing staff who they hired in the pandemic. Tweets: @fatassinari , @sroach_econ , @patrickfrench , @henrymance , ...

2023-01-25
Xbox Game Pass MAUs surpassed a record 120 million during Q4 2022. But it isn't enough for Microsoft. The gaming segment is stagnant: it needs more quality content to sustain a solid growth. https://twitter.com/...
2023-01-25 View on X
The Verge

Microsoft reports Q2 devices revenue down 39% YoY, Xbox hardware revenue down 13%, Xbox content and services revenue down 12%, and Windows OEM revenue down 39%

Tom Warren / The Verge :

Xbox Game Pass MAUs surpassed a record 120 million during Q4 2022. But it isn't enough for Microsoft. The gaming segment is stagnant: it needs more quality content to sustain a solid growth. https://twitter.com/...
2023-01-25 View on X
Microsoft

Microsoft reports Q2 revenue up 2% YoY to $52.7B, net income down 12% YoY to $16.4B, Dynamics 365 revenue up 21% YoY, and LinkedIn revenue up 10% YoY

Earnings Release FY23 Q2 Microsoft Cloud Strength Drives Second Quarter Results REDMOND, Wash. — January 24, 2023 …

2023-01-24
The herd behaviour of Daniel Ek (CEO, Spotify) in today's layoff is remarkable. https://newsroom.spotify.com/ ... https://twitter.com/...
2023-01-24 View on X
Reuters

Spotify plans to lay off ~6% of its workforce, or ~600 jobs, says content and ad head Dawn Ostroff is leaving, and reorganizes its engineering and product units

read the memo CEO Daniel Ek sent to staff Bob Cronin / Newser : Spotify Plans Layoffs, After Boss Concedes Miscalculation Rachyl Jones / Observer : Spotify Will Lay Off 600 Employe...

2023-01-23
A FAST service can grow in three ways: 1.Content approach Bringing its service to third-party TV set e.g. Samsung TV Plus 2.OEM approach Building its branded TV set e.g. Roku 3.Platform approach Aggregating third-party content suppliers e.g. YouTube https://lowpass.beehiiv.com/ ... https://twitter.com/...
2023-01-23 View on X
Lowpass

Sources: Samsung is aiming to bring its free TV Plus streaming service to third-party TVs and is approaching rival manufacturers about the idea

Janko Roettgers / Lowpass :

The herd behaviour of Daniel Ek (CEO, Spotify) in today's layoff is remarkable. https://newsroom.spotify.com/ ... https://twitter.com/...
2023-01-23 View on X
Reuters

Spotify plans to lay off ~6% of its workforce, or roughly 600 jobs, says content head Dawn Ostroff will leave, and reorganizes engineering and product groups

Music streaming firm Spotify plans to cut 6% of its workforce, the company said on Monday, a move that will add to a glut of layoffs …

2023-01-16
Algorithm transparency is a key requirement to comply with the Digital Services Act (DSA) It will be enforced on February 7th, 2024. https://www.wsj.com/... https://twitter.com/...
2023-01-16 View on X
Wall Street Journal

Sources: seeking to win US allies, TikTok has proposed a complex, $1.5B plan to reorganize its US operations, including oversight of its key algorithms

Chinese-owned app proposes giving U.S. officials oversight of its algorithms  —  Two years into negotiations with U.S. regulators …