SPOTIFY’S PRIVATE VALUATION IS UP . . . AGAIN: No, that’s not a typo. Yesterday news broke that some pre-IPO private trading of Spotify’s equity was valued in the $16B range, which is up $3B from just a few months ago. RAIN has the details in the attached link. As you let that number sink in let me give you two opposing thoughts. First of all this seems crazy, right? How could a company which loses $600M annually and isn’t expected to raise any new capital because of a direct listing IPO stay afloat? What about the outstanding royalty lawsuits which are currently in the nine-figures? And how can the market justify Spotify’s market cap at 8x Pandora’s current $2B valuation? But on the other hand, if Spotify is valued anywhere near $16B wouldn’t that be a huge benefit to the entire streaming sector? We all know audio streaming is a grinder of a business thanks to the high royalty payments made to artists and songwriters. Because of this streamers’ margins are breakeven (at best), which keeps stock prices low, and inhibits the ability to raise new capital. But suddenly if the market does value Spotify at $16B that could buoy the entire sector and create more working capital. I don’t think anyone truly knows Spotify’s real value. But if you subscribe to the Wall Street adage of “buy low, sell high”, then buying in at a $16B valuation might not be the best deal you could make.
COULD VERIZON CHALLENGE THE DUOPOLY?: Over the past year I’ve written dozens of blog posts on the unhealthy state of digital media, which is currently dominated by the Goo-FBoo duopoly. Everyone from me to Sir Martin Sorrell thinks a more competitive playing field will benefit the entire industry. And recently the most common guess for a third horse entering the race has been Amazon, with its vast user base and rapidly developing media business. But what if the third horseman wasn’t Amazon, and instead was a Telco like Verizon? In the attached AdExchanger link their guest author puts forth the theory about how a Telco could become a formidable digital media competitor. The key to the entire argument is the Telcos start with the one thing everyone wants – mobile device IDs connected to specific users and their billing data. Even with that treasure trove of data the Telcos’ challenge becomes how to serve digital ads, since their typical customer isn’t exactly spending a ton of time on home sites like Verizon.com. That’s where Verizon’s strategy to acquire Yahoo and AOL, and combine them into one platform called Oath, makes things interesting. If Verizon can successfully integrate its cellular customers’ data with time spent on its publisher sites they would have a powerful DMP with end to end data and a way to site-serve ads. Not sure if they’ll be able to run this play successfully and actually go toe-to-toe with Goo-FBoo, but it’s an interesting idea to ponder.
WHAT YOU DON’T KNOW COULD KILL YOU: Quick, can you name companies behind the two logos in the image below? Would it surprise you to know that these are from two of the largest tech companies in the world – Tencent on left and Alibaba on the right. Both companies dominate Chinese/SE Asian Social, Data Aggregation and eCommerce the way Facebook and Google do in the Western World. Yet we don’t seem to pay much attention, or even know much about them, relative to the competitors in our own fishbowl. But that needs to change, according to Sir Martin Sorrell in the attached Digiday link. Tencent’s messenger app WeChat has 940M MAUs – only slightly behind Facebook. And Alibiba’s annual Boxing Day one-day online sale does several times more revenue than Amazon Prime Day. Experts predict that it’s only a “when” not “if” these Asian tech titans turn their attention outward towards Western markets. For consumers this could be good because more tech equals more choice. But the US Digital Mediascape could be in for a major disruption of any of these guys gain traction over here.
Have a great Thursday guys!
I do not even know how I ended up here, but I thought this post was good. I don’t know who you are but definitely you’re going to a famous blogger if you are not already 😉 Cheers!
It?¦s really a nice and helpful piece of info. I am happy that you shared this useful information with us. Please stay us up to date like this. Thank you for sharing.
Woh I like your content, bookmarked! .
Unquestionably consider that which you said. Your favorite justification appeared to be on the web the easiest thing to be mindful of. I say to you, I certainly get irked whilst other people think about issues that they just don’t understand about. You managed to hit the nail upon the top and also defined out the whole thing without having side-effects , other people can take a signal. Will likely be again to get more. Thanks
Real excellent info can be found on blog. “Time discovers truth.” by Lucius Annaeus Seneca.
I wish to convey my respect for your kindness supporting those people that really want assistance with this particular subject. Your special dedication to passing the solution throughout was astonishingly practical and has in every case empowered many people like me to realize their dreams. Your own helpful advice entails so much to me and even further to my mates. Thank you; from everyone of us.
I have not checked in here for some time as I thought it was getting boring, but the last several posts are good quality so I guess I?¦ll add you back to my everyday bloglist. You deserve it my friend 🙂
I have fun with, cause I found just what I used to be having a look for. You have ended my 4 day long hunt! God Bless you man. Have a nice day. Bye
Attractive section of content. I just stumbled upon your web site and in accession capital to assert that I get in fact enjoyed account your blog posts. Anyway I’ll be subscribing to your augment and even I achievement you access consistently rapidly.
You could certainly see your enthusiasm within the paintings you write. The sector hopes for even more passionate writers like you who aren’t afraid to mention how they believe. All the time follow your heart. “Every man serves a useful purpose A miser, for example, makes a wonderful ancestor.” by Laurence J. Peter.
You have brought up a very good details , thanks for the post.
Digitalis toxicity is potentiated by hypercalcemia of any cause, so caution should be applied when digitalis compounds are prescribed concomitantly with Zemplar taking viagra and cialis together
I definitely wanted to develop a simple note to thank you for all the fantastic secrets you are writing on this website. My extensive internet search has finally been honored with brilliant know-how to write about with my close friends. I ‘d declare that most of us visitors are definitely fortunate to live in a magnificent website with very many awesome individuals with valuable ideas. I feel very blessed to have seen the webpages and look forward to so many more excellent times reading here. Thanks a lot once more for all the details.
Great amazing issues here. I?¦m very satisfied to see your post. Thank you a lot and i am looking ahead to contact you. Will you please drop me a mail?
good post.Never knew this, thankyou for letting me know.
What i do not understood is actually how you’re not actually much more well-liked than you might be now. You’re so intelligent. You realize thus significantly relating to this subject, produced me personally consider it from so many varied angles. Its like women and men aren’t fascinated unless it’s one thing to do with Lady gaga! Your own stuffs excellent. Always maintain it up!
There are some interesting time limits on this article however I don’t know if I see all of them middle to heart. There is some validity however I will take maintain opinion until I look into it further. Good article , thanks and we wish more! Added to FeedBurner as properly
What Is Aizen Power? Aizen Power is presented as a distinctive dietary supplement with a singular focus on addressing the root cause of smaller phalluses
This blog is definitely rather handy since I’m at the moment creating an internet floral website – although I am only starting out therefore it’s really fairly small, nothing like this site. Can link to a few of the posts here as they are quite. Thanks much. Zoey Olsen
I have been exploring for a bit for any high quality articles or blog posts on this kind of area . Exploring in Yahoo I at last stumbled upon this website. Reading this information So i am happy to convey that I have an incredibly good uncanny feeling I discovered just what I needed. I most certainly will make sure to don’t forget this web site and give it a glance regularly.
The subsequent time I learn a weblog, I hope that it doesnt disappoint me as a lot as this one. I mean, I do know it was my choice to learn, but I really thought youd have something interesting to say. All I hear is a bunch of whining about one thing that you might fix if you werent too busy looking for attention.
I have recently started a web site, the info you offer on this website has helped me tremendously. Thank you for all of your time & work.
Sumatra Slim Belly Tonic primarily focuses on burning and eliminating belly fat.
I discovered your blog web site on google and test a number of of your early posts. Proceed to maintain up the very good operate. I just further up your RSS feed to my MSN News Reader. In search of forward to studying more from you later on!…
Only a smiling visitor here to share the love (:, btw great pattern. “Competition is a painful thing, but it produces great results.” by Jerry Flint.
Renew is a nutritional supplement launched in 2024 to help anyone lose weight.
I really enjoy looking at on this website, it has got good articles. “One should die proudly when it is no longer possible to live proudly.” by Friedrich Wilhelm Nietzsche.
Oh my goodness! a tremendous article dude. Thank you Nevertheless I’m experiencing issue with ur rss . Don’t know why Unable to subscribe to it. Is there anybody getting an identical rss drawback? Anybody who is aware of kindly respond. Thnkx
I like what you guys are up too. Such smart work and reporting! Carry on the excellent works guys I’ve incorporated you guys to my blogroll. I think it will improve the value of my web site :).
Your style is so unique compared to many other people. Thank you for publishing when you have the opportunity,Guess I will just make this bookmarked.2
F*ckin’ remarkable things here. I’m very glad to see your post. Thanks a lot and i am looking forward to contact you. Will you please drop me a mail?