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Should Apple Acquire Pandora?

Posted on Friday, Nov 6th 2015

According to a study by Edison Research and Triton Digital, Pandora is still the leading Internet-only audio service with 54% share followed by iHeartRadio (11%), Spotify (10%), and iTunes Radio (8%). However, what is killing Pandora is its rising content acquisition costs and an unsustainable business model coupled with increasing competition. Its value has dropped considerably, which might make it an attractive prospect for Apple. >>>

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Zynga Struggling to Play its Game

Posted on Thursday, Nov 5th 2015

There is sudden interest in the online gaming industry’s stock market performance followed by the recent $5.9 billion acquisition of King.com by Activision earlier this week. It is a reasonable exit for a company that was valued at $7 billion when it went public in March last year compared with the massive erosion in value that some other players have seen. Case in point is online and social gaming rival Zynga (Nasdaq: ZNGA) which is currently trading at nearly 75% discount over their list price valuation of $7 billion.

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What Should SAP Acquire Next?

Posted on Tuesday, Nov 3rd 2015

According to a recent cloud computing report published by Bessemer Venture Partners, the global cloud computing market is projected to grow 23% annually over the period 2014 through 2018 and reach $127.5 billion by the year 2018. The report reveals that enterprise spending on SaaS applications is currently at nearly 30% of all application spending. Technology companies that have embraced cloud are already seeing strong results.

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Overseas, Mobile, and Content Key Focus for LinkedIn

Posted on Monday, Nov 2nd 2015

According to a Cowen and Company survey of time spent on social networks, LinkedIn figured at the bottom of the list with just 9.8 minutes. User engagement is a key focus for LinkedIn right now and it is looking at mobile apps and relevant content to rev it up. The Lynda.com acquisition and its subscription fee business model have helped it, but it should look at more such options. The Influencer program is a good initiative for driving up user engagement, and as you know, I am a top-ranked member of the LinkedIn Influencer network. >>>

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Apple’s Results Reassuring

Posted on Friday, Oct 30th 2015

Demand for smartphones and PCs has been on the wane, but Apple’s latest results beat estimates and prove that it can defy industry trends. However, declining iPad sales remain a cause of worry. Will its enterprise push pay off? >>>

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What Does Jack Dorsey Have in Store for Twitter?

Posted on Thursday, Oct 29th 2015

Social networking site Twitter (NYSE: TWTR) continues to fumble through its quarters. As quarterly metrics remain unimpressive, the market is beginning to lose patience. Last quarter, Twitter announced co-founder Jack Dorsey as its new permanent CEO. Now the market expects him to deliver a quick miracle.

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Alphabet, aka Google, Keeps Growing on YouTube and Mobile

Posted on Wednesday, Oct 28th 2015

Google, (Nasdaq: GOOG), also known as Alphabet has been on a roll. In its new avatar, the company appears to have put in added focus on the mobile and cloud initiative. And like the other tech players, it is also seeing impressive results from this move.

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Microsoft Charging Full Speed Ahead

Posted on Tuesday, Oct 27th 2015

It appears to be the quarter of the Cloud as most technology companies are delivering strong results, all thanks to their Cloud computing focus. Earlier last week, Amazon surprised the market with a stunning performance and now it is Microsoft’s turn to follow.

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Amazon is on Cloud Nine

Posted on Monday, Oct 26th 2015

Last week Amazon (Nasdaq: AMZN) delivered a spectacular quarterly performance, proving to the world that their business model works. Their investments in the Cloud service have paid off and coupled with international expansion, there appears to be nothing that can stop them now.

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eBay Thrives Post PayPal

Posted on Friday, Oct 23rd 2015

Earlier this week, eBay (Nasdaq: EBAY) announced their first ever quarterly results post spinning off PayPal. Any concerns about there being life for eBay after PayPal were put to rest by the announcement of the latest quarterly results, which surpassed market expectations.

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