Description: Of Microsoft’s $198 billion in revenues last year, only about 6% came from advertising. Could a revamped Bing help build out this revenue stream? It’s hard to imagine, but not impossible. Here are five charts that look at Microsoft’s latest ad moves. Source: Insiderintelligence.com Date: Feb 16, 2023 Link: https://www.insiderintelligence.com/content/microsoft-advertising-moves-5-charts?utm_source=email&utm_medium=email&utm_campaign=eDaily%202.23.2023&utm_id=eDaily%202.23.2023&utm_term=eMarketer%20Daily%20CORE/EMEA%20%28Mon-Fri%29 Questions for discussion: Where is Microsoft… Read more »
Posts Categorized: Management Issues
Etsy, With Record Revenue, Gains Ground With Men
Description: A slowed economy may be stressing consumers out about some kinds of discretionary shopping, but not at Etsy. The online marketplace posted results that beat expectations, including record revenue. And in a twist that shows how the Brooklyn-based company continues to broaden its appeal beyond pandemic masks and Christmas ornaments, it says a quarter… Read more »
The Future Is AI-ncredible – Why Every Organization Needs To Embrace AI Technology
Description: Here’s my hot take on ChatGPT and other AI-assisted writing and editing tools: I know they work, mostly because no one has been able to notice when I am (or when I am not) using them (like right now?). And, if that isn’t the power of helping to create better work (with what feels… Read more »
Inside Peloton’s rapid rise and bitter fall — and its attempt at a comeback
Description: The fitness company is now a year into an aggressive turnaround plan under CEO Barry McCarthy that has altered the company’s identity. Source: CNBC.com Date: Feb 19, 2023 Link: https://www.cnbc.com/2023/02/19/peloton-rise-fall-attempted-comeback.html Questions for discussion: Summarize the turnaround effort at the firm and the directions management is now pointing towards. Do you think the revised orientation… Read more »
Nestle plans price hikes after inflation eats into profits
Description: For consumers, whose spending power has already been cut by inflation at multi-decade highs, they are likely to add to concerns about strained household budgets and weakened economies. Source: CNBC.com Date: Feb 16, 2023 Link: https://www.cnbc.com/2023/02/16/nestle-plans-price-hikes-after-inflation-eats-into-profits.html?&qsearchterm=nestle Questions for discussion: What have commodity prices done to the revenues and profits at Nestle? What can the… Read more »
Nvidia stock pops amid increasing role in the ‘AI arms race’
Description: Nvidia shares jumped as Bank of America says the company is well-position in the A.I. space. Source: Yahoo.Finance.com – video report Date: Feb 13, 2023 Link: https://ca.finance.yahoo.com/video/nvidia-stock-pops-amid-increasing-204757704.html?contentType=VIDEO Questions for discussion: Why did the stock jump in price, according to the report? Would you be a buyer at this time?
Charlie Munger says BYD is so far ahead of Tesla in China it’s almost ridiculous
Description: Charlie Munger said Wednesday that Tesla pales in comparison to BYD in China, calling the Chinese electric vehicle maker his favorite stock ever. Source: CNBC.com – video report Date: Feb 15, 2023 Link: https://www.cnbc.com/2023/02/15/charlie-munger-says-byd-is-far-ahead-of-tesla-in-china.html Questions for discussion: Compare BYD’s stock performance to Tesla’s over the last 10 years. What explains this difference? Would you be a… Read more »
Woe Canada! Energy outlook sours as natural gas prices collapse
Description: From Wall Street to Toronto’s Bay Street, analysts are slashing the outlooks for companies in one corner of the global oil patch that was expected to resist a sharp, double-digit earnings downturn: Canada. Source: BNNBloomberg.ca – video report Date: Feb 14, 2023 Link: https://www.bnnbloomberg.ca/woe-canada-energy-outlook-sours-as-natural-gas-prices-collapse-1.1883833 Questions for discussion: Why have prices collapsed? How should investors… Read more »
Turmoil In Toyland? Mattel Sales Tumble, Hasbro Has Layoffs
Description: Toyland is a treacherous place these days, and Mattel is the latest victim. Quarterly sales for the company plummeted 22%, and earnings missed forecasts. Source: MediaPost.com Date: Feb 10, 2023 Link: https://www.mediapost.com/publications/article/382432/turmoil-in-toyland-mattel-sales-tumble-hasbro-ha.html?utm_source=newsletter&utm_medium=email&utm_content=readnow&utm_campaign=129253&hashid=7T9TCmQZSDGbnu-424RuBQ Questions for discussion: Is this a marketing, management or financial problem? What are the possible explanations for these financial results? How does… Read more »
Haunted By Kanye Deal, Adidas Posts Warning
Description: Adidas is launching a new line with actress Jenna Ortega Adidas unexpectedly updated its financial guidance for the coming year, warning investors that the aftershocks of its dealing with Ye, the rapper formerly known as Kanye West, keep on coming. If it does not sell the existing Yeezy stock, it could lower sales by… Read more »
