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How Pandora can swing to a profit

A week or so back Pandora announced their FY 13 results and the stepping down of their CEO. It was a bit of a shocker and curiosity came calling. Pandora is a great service and I use it personally – the near pervasive nature of the service is really compelling- available on one’s phone, home or car. So I went around looking for what was going on within their financials. Read more…

Be the first to comment   Posted by Ramr - March 19, 2013 at 11:44 pm

Categories: All, Operations   Tags:

Instagram’s Fortune or is it Facebook’s savings

I have been quite intrigued at Facebook’s deal last week for Instagram for a $ 1 bil in cash and stock.

The timing of the deal is far more interesting. So here’s a simplistic view keeping all those mega numbers in user base, valuation etc aside for a moment. Read more…

Be the first to comment   Posted by Ramr - April 18, 2012 at 8:12 am

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Away and back

To the faithful- I have been away for way too long but for all the good reasons…. I’m back now and will be posting quite often

Be the first to comment   Posted by Ramr - April 17, 2012 at 10:58 pm

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What can Netflix do?

The Netflix story just keeps getting worse. The stock is down 75% over it’s peak of around $300 in just a couple of months. Nothing could be worse for any company. It’s simply unbelievable but true! Read more…

Be the first to comment   Posted by Ramr - October 25, 2011 at 9:53 pm

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The loss of Steve

Today is a sad day for a lot of people. The loss of Steve Jobs is huge. Just one man has accomplished so much in so little a time. I have been fascinated by leaders and companies who can not only think strategically but execute flawlessly.

 

Apple is one such company and Steve Jobs is a true icon of strategy. Within a short span he has disrupted entire industries with the power of innovation, branding and a relentless focus on the customer. He leaves Apple as a financially strong company with incredible market momentum and customer loyalty.

 

His impact will be felt for years to come. May his soul rest in peace

Be the first to comment   Posted by Ramr - October 5, 2011 at 10:47 pm

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Google buying Motorola mobility- Smart deal but is it a smart strategy?

The big deal Monday morning was Google’s jumbo sized deal to buy out Motorola Mobility(MMI) for $12.5 Bil in cash. Clearly this one is Google’s largest deal ever- 4x their previous one with DoubleClick and >8x of Youtube. At first glance, it appears that Google has overpaid( a 63% premium for Friday Aug 12th closing price) for MMI, or did they? Read more…

6 comments   Posted by Ramr - August 16, 2011 at 8:07 am

Categories: All, M&A, Valuation   Tags:

Revisiting the change in Netflix pricing

The recent changes in Netflix’s subscription pricing is really smart! To summarise Netflix switched it’s model from one price for ‘DVD’s at home’ plus ‘ unlimited streaming’ ( $9.99) to one where Read more…

2 comments   Posted by Ramr - August 8, 2011 at 1:42 am

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Why sales tax on e-tailers is the wrong idea

Jeff Bezos Amazon’s CEO recently provided a good interview at the SSCR summit ( Consumer Reports). Among the questions that he answered was the one about the sales tax controversy. Read more…

Be the first to comment   Posted by Ramr - May 12, 2011 at 11:31 pm

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iPad 2 – Why now and what can it do for Apple?

Here’s a question for Product Management. Is shortening your product lifecycle a good thing? or not? Apple’s launch of iPad 2 has been quite impressive. But why did they really do this? Read more…

Be the first to comment   Posted by Ramr - March 14, 2011 at 12:19 am

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Leveraging the Halo effect

The Halo effect is a powerful new paradigm that enables consumers to consume more of your product and/or services. It appears to be a theme that is generated by one product and replicated onto another. A seamless connection in the minds of the consumer. Tim Cook COO of Apple talked about that in the last earnings call. How big is this in today’s world for organizations – pretty big. Let’s look at some recent examples

Read more…

Be the first to comment   Posted by Ramr - February 13, 2011 at 11:26 pm

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