The ‘Hidden Value’ of Amazon’s Media Business
Sports, Media, Tech Michael Teich Sports, Media, Tech Michael Teich

The ‘Hidden Value’ of Amazon’s Media Business

Amazon’s media businesses today are worth about $500 billion, or 38% of the internet giant’s total value, according to new analysis from Needham. Analyst Laura Martin, who initiated coverage of the stock Wednesday with a $3,200 price target, says Amazon’s media assets are 90% as valuable as AWS, “but these revenue streams are somewhat ‘hidden’ since AMZN doesn’t break out their revenue or operating income.”

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What the Rise of TikTok Means for Snap
Tech Michael Teich Tech Michael Teich

What the Rise of TikTok Means for Snap

TikTok has been the most popular app of 2020 and is showing little signs of slowing down. Despite competing for screen time from a similar demographic, Wall Street believes the two video-first mobile apps can co-exist.

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Electronic Arts’ Monopoly on NFL Video Games
Video Games Michael Teich Video Games Michael Teich

Electronic Arts’ Monopoly on NFL Video Games

Electronic Arts quickly shut down any speculation that Take-Two Interactive would soon be encroaching on its turf in NFL gaming. EA reached an agreement with the NFL on Thursday to extend its exclusive rights to NFL simulation video games through 2026. That means the lucrative Madden franchise will have another few years with zero competition.

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