Category: Uncategorized
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Criteo 1Q24 Earnings: The Turn-Around Works
Criteo is turning a corner: strong, low double-digit percentage growth for three quarters in a row after anemic growth before. New products’ growth is now able to make up for the losses in the former core retargeting business. It was not always clear they would be able to pull that off. Of those, maybe surprisingly,…
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Google Will Blow Through New Cookie Deadline As Well
The new Google timeline for phasing out 3rd-party cookies -the first four months of 2025- is unrealistic as well. There are just too many issues that are still unresolved. I’ve written before about the IAB Tech Lab stating that many functionalities the Privacy Sandbox is supposed to support don’t work. None of these items have…
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Tesla Hits Reset Button as Reality Catches Up
Today was a rough day for Tesla and its CEO Elon Musk. The electric vehicle pioneer announced layoffs of around 10% of its workforce, or more than 14,000 employees. While Tesla has had sizable layoffs in the past, this latest round signals that the company’s reality check has arrived. The heady days of Tesla being…
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What HubSpot Acquisition Would Mean For Google – And For Salesforce And Adobe
In recent news, there have been rumors that Google is eyeing an acquisition of HubSpot, a cloud-based customer relationship management (#CRM) and marketing automation platform with an estimated market value of $35 billion. This deal could have significant implications for both companies and the broader tech landscape. Upsides for Google: If this deal goes through,…
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Will Proxy Fight Against Disney’s Board Succeed?
At tomorrow’s Disney shareholder meeting we will learn which course the company will take in the future. (The meeting takes place Wednesday, April 2, 2024.) Tomorrow we will know: Will Nelson Peltz’ proxy fight against CEO Bob Iger (pictured above) and the incumbent board of directors succeed? Peltz and his supporters demand seats on the…
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Disney Loses Fight With Florida, But Can Now Focus On Fixing Itself
Though @Disney lost this fight, it rids CEO @RobertIger of one major distraction in his quest to right Disney’s ship. It will also accelerate short-term park expansions now that the company can operate on solid ground. This is important because the park business is a major cash cow for Disney while its other businesses, TV…
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Will Apple Use Google’s Gemini LLM To Power Search And Siri?
I would find it surprising if @Apple decided to use Gemini as an extension to its $20B-a-year deal to license search from Google, or, beyond that, to use Gemini to power #Siri. That is for two reasons: One, it has only been three weeks since Gemini showed us the female pope and female Asian Nazi…
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TikTok Will Stay After Likely Sale, Remain Channel Into Young Demos
At this point, the fracas over TikTok will likely play out like this: The bill forcing TikTok-owner ByteDance to either sell the service or be banned will be passed into law after the November 2024 election. ByteDance will challenge the new law in courts. This may take a couple of years to settle, but eventually…
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House passes bill To Force TikTok Sale Or Ban – What’s Next?
Today, the house passed a bill forcing the sale or ban of TikTok. Remarkably, this was a bipartisan vote. @AOC voted with @mattgaetz. A passage of the bill in the senate will be more complicated, with the outcome uncertain. @POTUS has said he would sign the bill if passed in the senate. A sale of…
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