Data Point

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Chart by Mike Sullivan
Data Point

Disney and Netflix Lag Behind European Quotas for Local TV Shows, Movies

By Mark Di Stefano · Jun 25, 2021 6:01am PDT
Europeans who watch streaming services from Netflix, Walt Disney, Amazon and others have shown an almost insatiable appetite for Hollywood television and movies. But those streaming providers are facing new regulations that will force them to significantly increase the amount of homegrown European content on their services in the region. The new... Europeans who watch streaming services from Netflix, Walt Disney, Amazon and others have shown an...
Chart by Mike Sullivan
Data Point

Apple’s Supplier List Shifts Towards China Despite Trade War

By Wayne Ma · Jun 2, 2021 9:00am PDT
Apple has disclosed the list of its top 200 suppliers for the first time in two years, revealing an increased reliance on Chinese companies—even as some of them have expanded production to Vietnam and India to avoid U.S. tariffs and export controls. Meanwhile, the company relied less on suppliers based in either Japan or the U.S. The shift... Apple has disclosed the list of its top 200 suppliers for the first time in two years, revealing...
Chart by Mike Sullivan
Data Point

Digital Ad Market Boom Drives Top-Line Growth of 20%-50% at Niche Websites

By Jessica Toonkel and Martin Peers · May 12, 2021 11:18am PDT
The boom in the digital ad market, which sent Facebook’s and Google’s revenue soaring in the first quarter, is reverberating through the rest of the sector. Quarterly results from companies as varied as IAC, owner of websites such as Investopedia and Verywell; J2 Global, owner of IGN and Mashable; The New York Times Co.; Vice Media... The boom in the digital ad market, which sent Facebook’s and Google’s revenue soaring...
Big Tech Firms Are Corporate Outliers: Growing Fast and Sending Cash to Shareholders
By Berber Jin · May 5, 2021 10:25am PDT · 1 comment
Data Point

Big Tech Firms Are Corporate Outliers: Growing Fast and Sending Cash to Shareholders

By Berber Jin · May 5, 2021 10:25am PDT · 1 comment
The March quarter earnings results for big tech demonstrated more clearly than ever before just how unusual a position companies such as Apple, Alphabet and Facebook are in. They’re growing at 30% to 50% a year, like relatively young companies, and yet they’re returning cash to shareholders at the pace of an old, slow-growing... The March quarter earnings results for big tech demonstrated more clearly than ever before just...
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Inside Rounds Hit Record $30 Billion as Investors Double Down

By Kate Clark · May 4, 2021 6:00am PDT · 1 comment
Venture capitalists may be getting too comfortable with marking up their own portfolios. The number of inside rounds, or VC deals in which only a startup’s previous investors participate, reached a high of over 1,000 in the U.S. last year and could top that record by the end of 2021, according to data provided to The Information by... Venture capitalists may be getting too comfortable with marking up their own portfolios. The...
Data Point

Average Tech IPO First Day Pops Drop by a Third Since March

By Berber Jin · Apr 23, 2021 9:02am PDT · 4 comments
If it seems like the stock market has cooled a little on new offerings, that’s because it has. Since March, the share price of tech companies going public in an initial public offering have risen an average of 41% on the first day of trading, down from an average first-day pop of 59% in January and February, according to data from... If it seems like the stock market has cooled a little on new offerings, that’s because it...
Data Point

Startups Are Poaching Facebook, Google Execs

By Sylvia Varnham O'Regan · Apr 19, 2021 6:01am PDT · 2 comments
A few days before DoorDash went public last December, the food-delivery company hired a new vice president of enterprise sales and business development, Shanna Prevé. A 16-year veteran of Google, Prevé weighed the decision for six months before making the jump. Yet she’s far from unusual. Prevé is part of a growing... A few days before DoorDash went public last December, the food-delivery company hired a new vice...
Despite Digital Focus, More DTC Brands See Value in TV Ads
By Malique Morris · Apr 13, 2021 6:00am PDT
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Despite Digital Focus, More DTC Brands See Value in TV Ads

By Malique Morris · Apr 13, 2021 6:00am PDT
When major advertisers in industries such as travel abruptly pulled out of their primetime network television spots last March as pandemic lockdowns hit, TV advertising rates fell dramatically. That’s when Warby Parker, a popular eyeglasses firm, saw an opportunity. The company accelerated its buying of TV ads. One of the only eyeglass... When major advertisers in industries such as travel abruptly pulled out of their primetime...
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Facebook Ad Prices Signal Digital Ad Rebound Is Far From Over

By Sylvia Varnham O'Regan · Mar 31, 2021 6:01am PDT
With consumers glued to phones and laptops, the year of pandemic shut-ins ended up being great for the biggest digital advertising businesses—particularly for Facebook, Amazon and even some smaller platforms such as Snap and Pinterest. These internet companies won’t give up that edge this year, say media buyers and analysts, although... With consumers glued to phones and laptops, the year of pandemic shut-ins ended up being great...
Chart by Mike Sullivan
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Why Netflix Will Keep Subscriber Edge Over Rivals

By Jessica Toonkel · Mar 23, 2021 6:01am PDT · 3 comments
Wall Street has fallen in love with video-streaming services. And the more subscribers a company says it is signing up, the more investors pile into its stock. There’s only one problem: for most services other than Netflix, a fair amount of fuzziness surrounds what constitutes a subscriber and even fuzzier math defines what a subscriber is... Wall Street has fallen in love with video-streaming services. And the more subscribers a company...
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Zoom, Amazon Hired at Fastest Clip During Pandemic

By Nick Wingfield · Mar 18, 2021 6:00am PDT · 1 comment
Early last year, before the pandemic flipped the world upside down, you could have fit the entire global workforce of Zoom Video Communications on about 45 charter buses. By the end of January this year, though, it would have taken 79 buses to hold all of the videoconferencing provider’s employees, thanks to a whopping headcount increase... Early last year, before the pandemic flipped the world upside down, you could have fit the entire...
Stripe-Like Valuation Jumps Are Becoming More Common
By Berber Jin · Mar 16, 2021 1:09pm PDT
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Stripe-Like Valuation Jumps Are Becoming More Common

By Berber Jin · Mar 16, 2021 1:09pm PDT
Stripe’s funding round was breathtaking for its size and price of $95 billion, amounting to 2.6 times its valuation less than a year ago. But it wasn’t unique. The valuations of the six U.S. startups with the biggest increases over the last year averaged 3.6 times higher than their prior round, according to data compiled for The... Stripe’s funding round was breathtaking for its size and price of $95 billion, amounting to...
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‘Can’t Get More Crazy’: Series A Valuations Extend Record Rise

By Kate Clark · Mar 5, 2021 6:01am PST · 3 comments
Financial software developer Orum, which disclosed a seed round over the summer, wasn’t seeking more capital when Bain Capital Ventures offered to lead its Series A investment last year. But the one-year-old startup took the money anyway and got a post-investment valuation of $100 million, according to a person with direct knowledge of the... Financial software developer Orum, which disclosed a seed round over the summer, wasn’t...
Chart by Mike Sullivan
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Netflix’s Winning Formula: Cutting Ad Spending Without Hurting Growth

By Tom Dotan · Feb 9, 2021 6:00am PST · 3 comments
The race to sign up subscribers in the streaming wars is a test of marketing prowess as much as it is of programming strength. That’s what makes Netflix’s performance last year so impressive: The streaming giant added subscribers even as it cut spending on advertising and as a slew of older entertainment companies launched competing... The race to sign up subscribers in the streaming wars is a test of marketing prowess as much as...
Chart by Jesse Howe
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Poshmark, Wish Marketing Splurges Could Make Profits Elusive

By Paris Martineau · Dec 28, 2020 6:01am PST · 2 comments
Poshmark and Wish, the latest e-commerce companies to stage initial public offerings, spend far more aggressively on marketing than many of their peers, according to an analysis by The Information. And while their marketing costs as a percentage of revenue have gone down over the past year, those costs could go right back up as post-pandemic... Poshmark and Wish, the latest e-commerce companies to stage initial public offerings, spend far...
Art by Mike Sullivan
Airbnb’s Chesky Takes Far Lower Salary Than Most Tech CEOs at IPO
By Martin Peers · Nov 20, 2020 9:02am PST
Art by Mike Sullivan
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Airbnb’s Chesky Takes Far Lower Salary Than Most Tech CEOs at IPO

By Martin Peers · Nov 20, 2020 9:02am PST
Airbnb has distinguished itself on a number of grounds, including the innovative nature of its business model and its ability to turn a profit, at least for a period of time. But it also stands out for how little money its CEO earns, at least in terms of his salary. The travel firm’s initial public offering filing revealed that CEO Brian... Airbnb has distinguished itself on a number of grounds, including the innovative nature of its...
Mike Sullivan
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Facing Antitrust Probes, Google and Facebook Avoid Big M&A Deals

By Laura Mandaro and Nick Bastone · Nov 18, 2020 9:02am PST
Tech M&A roared back in the second half of this year, highlighted by multibillion-dollar deals that promise to reshape competition in semiconductors, delivery apps and digital health. Yet for some of the largest tech companies, major acquisitions were scarce. As authorities in the U.S. and elsewhere stepped up antitrust investigations this... Tech M&A roared back in the second half of this year, highlighted by multibillion-dollar...
Data Point

Underperforming Tech IPOs Are On the Rise

By Ross Matican · Nov 16, 2020 6:02am PST · 2 comments
The number of dud initial public offerings coming out of the tech industry is on the rise. Amid the flurry of tech companies making their public debut this year, a higher number than in the previous two years have quickly traded below the offering price, data from Dealogic shows. That includes companies such as cloud computing firm Rackspace... The number of dud initial public offerings coming out of the tech industry is on the rise. Amid...
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Amazon Catapults Over Alphabet on Capex Spending

By Martin Peers · Oct 30, 2020 9:49am PDT
Big tech companies’ third-quarter earnings on Thursday demonstrated their outsize performance in advertising, retail and hardware sales. At the same time, most of the companies—most noticeably Amazon—are increasing spending on properties and data centers to pave the way for future growth despite continued uncertainty about the... Big tech companies’ third-quarter earnings on Thursday demonstrated their outsize...
This Year’s Biggest Tech Stock Winners
By Ross Matican · Oct 22, 2020 6:02am PDT
Data Point

This Year’s Biggest Tech Stock Winners

By Ross Matican · Oct 22, 2020 6:02am PDT
This has been a tumultuous year for tech stocks, which as a sector have lifted the overall market’s recovery from the pandemic swoon in March. The tech stocks that have gained the most haven’t been the big companies such as Amazon, but the smaller ones in the niche businesses that are benefiting the most from the pandemic—most... This has been a tumultuous year for tech stocks, which as a sector have lifted the overall...