Graphic of the Week: Dualing Market Caps
Take a look at Apple’s most recent partnership (with NBC Universal) in the proper context. Alphabet continues to pursue the voice first industry with Google Home, while also beginning to succeed in the hardware market (see: Pixel). This, on top of an ad industry that – along with Facebook – captures 85% of all digital ad growth. Apple had to get serious about pursuing an ad network (online and streaming) and they have begun to lay the groundwork for it.
Relevant Links: (1) on NBC Universal and (9) on Samsung’s Viv software.
See more of the issue here.