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JacobJW

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- JacobJWJacobJW
  ·2021-04-26
  ???
  Apple Takes Aim at Spotify's Podcast Ambitions
  Spotify wants to dominate podcasts, but Apple is taking a big swing at taking the market back.
  Apple Takes Aim at Spotify's Podcast Ambitions
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- JacobJWJacobJW
  ·2021-04-26
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  Huawei pivots to software with Google-like ambitions as U.S. sanctions hit hardware business
  KEY POINTS Huawei is boosting its efforts in areas such as cloud computing and smart cars hoping so
  Huawei pivots to software with Google-like ambitions as U.S. sanctions hit hardware business
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- JacobJWJacobJW
  ·2021-04-25
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  Wall Street Is Giving Up on These 3 Stocks, and That's a Huge Mistake
  Conventional wisdom has concocted reasons to abandon these investments, but in each case, the market is missing the bigger picture.
  Wall Street Is Giving Up on These 3 Stocks, and That's a Huge Mistake
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That left an opening for <b>Spotify</b> (NYSE:SPOT) to build and acquire the tools necessary to make podcasts a success for listeners and producers alike, potentially making it Spotify's biggest business long term.&nbsp;</p>\n<p>That dynamic changed on Tuesday when Apple introduced subscriptions to its Podcast app. Subscriptions will allow producers to charge listeners directly for their content. It could be an effective way to monetize content, but does it really hurt Spotify's position in the industry?&nbsp;</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a45f922033657837323a41ed525e5e1\" tg-width=\"700\" tg-height=\"393\"><span>Image source: Apple.</span></p>\n<h2>Apple's theory of the case&nbsp;</h2>\n<p>What Apple is betting on is that easy-to-use subscriptions will be a win-win for producers and listeners. Producers can make money while listeners can get premium, ad-free content. The theory makes sense, but may not be as easy to pull off as you might think.&nbsp;</p>\n<p>Print organizations have proven that paywalls are a tough way to build a business model. The <i>New York Times </i>and a handful of other large organizations have had success moving content behind a subscription paywall, but most who've attempted paywalls have failed.&nbsp;</p>\n<p>The reason why paywalls haven't made sense on the internet is that a free version of the information users might be looking for is likely only a click away. And information travels so quickly that paying for content is a tough ask for consumers.&nbsp;</p>\n<p>Audio may be a little different because the content is unique and consumed differently. A conversation between a podcaster and a guest can't easily be replicated into print or other audio forms like the content of a news article can. So the paywall could work for Apple and podcasters because it's the exclusive place to find the content people are seeking.&nbsp;</p>\n<p>The challenge will be discovery. Free podcasts are easy to find and they open up a world of users to podcast producers. Once a podcast goes behind a paywall there's a lot more friction between users and discovery.&nbsp;</p>\n<h2>Spotify is playing a different game</h2>\n<p>Apple is a big competitor of Spotify in podcasts, but this move may not upend the company's plans. Spotify already has a subscription business in music and exclusive podcasts, and subscriptions to some podcasts may be coming. But I think the biggest opportunity will be building out an advertising business with the user data and advertiser network to make \"free\" podcasts profitable.&nbsp;</p>\n<p>Podcast production, which Spotify has in its portfolio, is also not dependent on being on Spotify's platform. It has creation tools with Anchor and an editing suite with Soundtrap, just to name a couple of tools. So it's possible that Spotify will make money on podcasts that are made with its tools but distributed through Apple Podcasts.&nbsp;</p>\n<h2>Do subscriptions make sense in podcasting at all?</h2>\n<p>For creators, it's great that Apple is providing a new revenue option in its podcast business. But the biggest question facing Apple is whether or not subscriptions make sense at all in podcasts. If listeners don't mind a few targeted ads in a podcast, just as they get with radio content, then the subscription model may not generate as much revenue as ad-supported podcasts.&nbsp;</p>\n<p>Aggregation is another thing to think about in podcast subscriptions. Paying <a href=\"https://laohu8.com/S/AONE\">one</a> lump sum for access to all podcasts may be appealing, but paying 5-10 subscription fees may be a turnoff. There's a reason music, TV, and now streaming have aggregated content from multiple sources into a subscription and not charged on a per channel or per record label basis.&nbsp;</p>\n<p>There's also the medium that makes podcasts slightly different from any other streaming service to date. Podcasts are a passive medium that you can listen to while working out, driving, or doing almost anything throughout the day. There's no action needed, unlike clicking on an article or actively watching TV. Given the passive nature, ads may not be the end of the world for podcasts. And if discovery outweighs the revenue from subscriptions, I could see an ad model working out better than subscriptions long term.</p>\n<p>As an Apple podcast listener, I'm happy to see the company put more attention into audio content. But as a Spotify shareholder, I don't think it's as big a threat as some investors might think. And even if subscriptions are successful, Spotify is small and nimble enough to adapt to the market as it grows, so my money is still on Spotify winning the podcast battle long term.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Takes Aim at Spotify's Podcast Ambitions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Takes Aim at Spotify's Podcast Ambitions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/25/apple-takes-aim-at-spotifys-podcast-ambitions/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite being extremely early in podcast distribution, Apple (NASDAQ:AAPL) neglected its podcast app for a long time, failing to grow subscriptions, streaming advertisements, or exclusive, high-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/25/apple-takes-aim-at-spotifys-podcast-ambitions/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/04/25/apple-takes-aim-at-spotifys-podcast-ambitions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130395818","content_text":"Despite being extremely early in podcast distribution, Apple (NASDAQ:AAPL) neglected its podcast app for a long time, failing to grow subscriptions, streaming advertisements, or exclusive, high-quality content. That left an opening for Spotify (NYSE:SPOT) to build and acquire the tools necessary to make podcasts a success for listeners and producers alike, potentially making it Spotify's biggest business long term. \nThat dynamic changed on Tuesday when Apple introduced subscriptions to its Podcast app. Subscriptions will allow producers to charge listeners directly for their content. It could be an effective way to monetize content, but does it really hurt Spotify's position in the industry? \nImage source: Apple.\nApple's theory of the case \nWhat Apple is betting on is that easy-to-use subscriptions will be a win-win for producers and listeners. Producers can make money while listeners can get premium, ad-free content. The theory makes sense, but may not be as easy to pull off as you might think. \nPrint organizations have proven that paywalls are a tough way to build a business model. The New York Times and a handful of other large organizations have had success moving content behind a subscription paywall, but most who've attempted paywalls have failed. \nThe reason why paywalls haven't made sense on the internet is that a free version of the information users might be looking for is likely only a click away. And information travels so quickly that paying for content is a tough ask for consumers. \nAudio may be a little different because the content is unique and consumed differently. A conversation between a podcaster and a guest can't easily be replicated into print or other audio forms like the content of a news article can. So the paywall could work for Apple and podcasters because it's the exclusive place to find the content people are seeking. \nThe challenge will be discovery. Free podcasts are easy to find and they open up a world of users to podcast producers. Once a podcast goes behind a paywall there's a lot more friction between users and discovery. \nSpotify is playing a different game\nApple is a big competitor of Spotify in podcasts, but this move may not upend the company's plans. Spotify already has a subscription business in music and exclusive podcasts, and subscriptions to some podcasts may be coming. But I think the biggest opportunity will be building out an advertising business with the user data and advertiser network to make \"free\" podcasts profitable. \nPodcast production, which Spotify has in its portfolio, is also not dependent on being on Spotify's platform. It has creation tools with Anchor and an editing suite with Soundtrap, just to name a couple of tools. So it's possible that Spotify will make money on podcasts that are made with its tools but distributed through Apple Podcasts. \nDo subscriptions make sense in podcasting at all?\nFor creators, it's great that Apple is providing a new revenue option in its podcast business. But the biggest question facing Apple is whether or not subscriptions make sense at all in podcasts. If listeners don't mind a few targeted ads in a podcast, just as they get with radio content, then the subscription model may not generate as much revenue as ad-supported podcasts. \nAggregation is another thing to think about in podcast subscriptions. Paying one lump sum for access to all podcasts may be appealing, but paying 5-10 subscription fees may be a turnoff. There's a reason music, TV, and now streaming have aggregated content from multiple sources into a subscription and not charged on a per channel or per record label basis. \nThere's also the medium that makes podcasts slightly different from any other streaming service to date. Podcasts are a passive medium that you can listen to while working out, driving, or doing almost anything throughout the day. There's no action needed, unlike clicking on an article or actively watching TV. Given the passive nature, ads may not be the end of the world for podcasts. And if discovery outweighs the revenue from subscriptions, I could see an ad model working out better than subscriptions long term.\nAs an Apple podcast listener, I'm happy to see the company put more attention into audio content. But as a Spotify shareholder, I don't think it's as big a threat as some investors might think. And even if subscriptions are successful, Spotify is small and nimble enough to adapt to the market as it grows, so my money is still on Spotify winning the podcast battle long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374933724,"gmtCreate":1619407364968,"gmtModify":1704723377839,"author":{"id":"3581729728996753","authorId":"3581729728996753","name":"JacobJW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581729728996753","authorIdStr":"3581729728996753"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374933724","repostId":"1117221855","repostType":4,"repost":{"id":"1117221855","kind":"news","pubTimestamp":1619407271,"share":"https://ttm.financial/m/news/1117221855?lang=&edition=fundamental","pubTime":"2021-04-26 11:21","market":"us","language":"en","title":"Huawei pivots to software with Google-like ambitions as U.S. sanctions hit hardware business","url":"https://stock-news.laohu8.com/highlight/detail?id=1117221855","media":"CNBC","summary":"KEY POINTS\n\nHuawei is boosting its efforts in areas such as cloud computing and smart cars hoping so","content":"<div>\n<p>KEY POINTS\n\nHuawei is boosting its efforts in areas such as cloud computing and smart cars hoping software becomes a larger part of its revenue mix in the future.\nThe pivot to software comes after U.S...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/huawei-focuses-on-software-as-us-sanctions-hurt-hardware-business.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Huawei pivots to software with Google-like ambitions as U.S. sanctions hit hardware business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHuawei pivots to software with Google-like ambitions as U.S. sanctions hit hardware business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/huawei-focuses-on-software-as-us-sanctions-hurt-hardware-business.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nHuawei is boosting its efforts in areas such as cloud computing and smart cars hoping software becomes a larger part of its revenue mix in the future.\nThe pivot to software comes after U.S...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/huawei-focuses-on-software-as-us-sanctions-hurt-hardware-business.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","01810":"小米集团-W","SSNLF":"三星电子"},"source_url":"https://www.cnbc.com/2021/04/26/huawei-focuses-on-software-as-us-sanctions-hurt-hardware-business.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1117221855","content_text":"KEY POINTS\n\nHuawei is boosting its efforts in areas such as cloud computing and smart cars hoping software becomes a larger part of its revenue mix in the future.\nThe pivot to software comes after U.S. sanctions on Huawei have caused smartphone sales to plunge.\nBehind Huawei’s push into software is also an attempt to insulate itself from potential geopolitics and any further actions from the U.S.\n\nThe Huawei logo is seen at the IFA consumer technology fair, amid the coronavirus disease (COVID-19) outbreak, in Berlin, Germany September 3, 2020.\nGUANGZHOU, China — Huawei is boosting its efforts in software areas like cloud computing and smart cars as U.S. sanctions hurt its hardware business.\nLast week, Arcfox, a brand under automaker BAIC Group, launched a car with Huawei’s vehicle technology. It included a cockpit kitted out with HarmonyOS, the operating system Huawei launched in 2019, as well as autonomous driving capabilities. Huawei will not be making cars and will instead focus on the technology that powers them.\nAnd on Sunday, Huawei launched some new cloud computing products as it looks to challenge China’s market leader, Alibaba.\nHuawei said in a press release on Sunday that it hopes the focus on cloud will “eventually increase the proportion our software and service business has in our total revenue mix.”\nThe pivot to software comes after U.S. sanctions on Huawei have caused smartphone sales to plunge. The Chinese giant was put on a blacklist known as the Entity List in 2019 which restricted its access to some American technology. And last year, Washington moved tocut Huawei off form key semiconductor supplies.\n“Huawei is doubling down on pivoting to a software/cloud and services company,” Neil Shah, research director at Counterpoint Research, said.\nAs a result of Washington’s sanctions, Shah said the Chinese company is “unable to procure critical semiconductor components and related tech” from the U.S.\n“Huawei with this effort is becoming like Google,” he said.\nGoogle makes the Android mobile operating system used by the majority of the world’s smartphones. The tech giant is also working onin-car software and has a fast-growing cloud computing business.\nHuawei has also touted its HarmonyOS as being able to work across different devices from smartphones to TVs and cars.\n“The smartphone business is facing challenges, they have another mobile platform which is the car for them to utilize HarmonyOS. The car could be a big mobile platform to apply and use HarmonyOS,” Will Wong, research manager at IDC said.\nIn its pursuit of areas such as vehicles and cloud, Huawei will look to challenge some of China’s biggest technology companies. Alibaba is the market leader in China for cloud computing. And in the vehicle space, a slew of companies are vying for a slice of the pie from established players like Baidu to new entrants such as Xiaomi.\nInsulation from geopolitics\nBehind Huawei’s push into software is also an attempt to insulate itself from potential geopolitics and any further actions from the U.S. While Washington successfully hindered Huawei’s access to chips, it could be a bigger challenge to hurt the software business.\n“It will be more protected when talking about geopolitics from the U.S.,” IDC’s Wong said.\nHe noted that the chipsets required for vehicles require a less advanced manufacturing process too than smartphones.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375680264,"gmtCreate":1619332214458,"gmtModify":1704722586761,"author":{"id":"3581729728996753","authorId":"3581729728996753","name":"JacobJW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581729728996753","authorIdStr":"3581729728996753"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375680264","repostId":"2129804364","repostType":4,"repost":{"id":"2129804364","kind":"highlight","pubTimestamp":1619329400,"share":"https://ttm.financial/m/news/2129804364?lang=&edition=fundamental","pubTime":"2021-04-25 13:43","market":"us","language":"en","title":"Wall Street Is Giving Up on These 3 Stocks, and That's a Huge Mistake","url":"https://stock-news.laohu8.com/highlight/detail?id=2129804364","media":"Motley Fool","summary":"Conventional wisdom has concocted reasons to abandon these investments, but in each case, the market is missing the bigger picture.","content":"<p>Stock market indexes like the <b>S&amp;P 500</b> and the <b>Nasdaq</b> are trading within about 2% of all-time highs as of this writing. But just because the market averages remain strong, that doesn't mean everything is doing well. In fact, many stocks trade well below their 52-week highs, including <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b> (NASDAQ:ZM), <b>Peloton Interactive</b> (NASDAQ:PTON), and <b>Magnite</b> (NASDAQ:MGNI).</p>\n<p>All three of these stocks were big winners in 2020, up 396%, 434%, and 276%, respectively. As we'll see, there are good reasons to buy and hold these past winners, but all three companies are down around 40% from their 52-week highs as investors abandon their long-term theses. Here's why giving up on these stocks so soon is a big mistake.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\"><span>Image source: Zoom Video Communications.</span></p>\n<h2><b>But we're getting back to normal!</b></h2>\n<p>In 2020, Zoom enabled people to continue their social and work lives even as they physically distanced themselves to prevent the spread of the coronavirus. But the situation is rapidly changing. Half of the U.S adult population has now received a dose of a coronavirus vaccine, and about a quarter is already fully vaccinated.</p>\n<p>Investors fear that the once ubiquitous Zoom call will be an afterthought in a post-pandemic world. But the company's management doesn't see it that way. Sure, it doesn't anticipate matching its 326% annual revenue growth from 2020,&nbsp;but Zoom is still guiding for 42% growth in 2021 -- over $1 billion more in incremental revenue. That's an impressive growth rate for any company, and it's especially impressive on the heels of a historic year. And management gave this guidance fully aware that the world is starting to return to normal.</p>\n<p>Much of management's optimism comes from its Zoom Phone product. Many Zoom video customers have increased their spending to include an overhaul of their infrastructure for voice. Packaging voice and video together makes sense, giving Zoom the upper hand in landing contracts with more of its customers. And as workers return to the office, it increases the likelihood of companies seeing Zoom Phone as a timely and necessary upgrade.</p>\n<p>However, the true wild card for Zoom, in my opinion, is its optionality for the future. It generated $1.4 billion in free cash flow in 2020 and ended 2020 with $4.2 billion in cash and marketable securities, giving it a lot of firepower to pursue other business opportunities in the workplace-management space. Furthermore, management is actively looking for suitable companies to acquire right now, giving Zoom more expansion potential.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9670874674cc33173b4f85f8dff5e6\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Peloton Interactive.</span></p>\n<h2><b>But gyms are reopening!</b></h2>\n<p>Similar to investors' misgivings over Zoom, many are giving up on Peloton because brick-and-mortar gyms have a clear path to fully reopening. For example, consider that 90% of <b>Planet Fitness</b> gyms are now open. In short, the home-fitness space had little competition in 2020, but the competition is back.</p>\n<p>Tapping into the wide open market, Peloton doubled its revenue in fiscal 2020 (ended June 30, 2020) to $1.8 billion. On a calendar basis, revenue was up 139% last year. But those who are writing off Peloton are forgetting something important: Its compound annual growth rate for revenue is over 100% since 2017. In other words, fiscal 2020's top-line result wasn't an anomaly.</p>\n<p>Moreover, something important is happening beneath the surface with Peloton. When the company sells a treadmill or stationary bike, it also starts collecting subscription revenue for its interactive content. In fiscal 2020, roughly 20% of total revenue came from its subscription segment -- on par with the previous year. But as this subscription service scales, its profit margin is expanding. Subscription revenue had a 43% gross margin in fiscal 2019. In 2020, it carried a 57% margin.</p>\n<p>Peloton is guiding for at least 123% revenue growth in fiscal 2021 even though gyms are reopening. And its profitability is expanding along with the subscription business. To me, its long-term prospects still look very bright.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/556055ca286d98de498e4f102ac0af63\" tg-width=\"700\" tg-height=\"465\"><span>Image source: Getty Images.</span></p>\n<h2>But there's limited upside!</h2>\n<p>Since its initial public offering, shares of <b>The Trade Desk</b> are up well over 2,000%, making it <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest market winners over the last five years. In 2020, investors started looking at Magnite as a younger version of The Trade Desk -- an unfortunate comparison leading to unrealistic expectations.</p>\n<p>The Trade Desk is a demand-side ad-tech company, whereas Magnite is the largest independent <i>supply</i>-side ad-tech company. We need both the demand side and supply side, yes. But supply-side players partner with publishers instead of advertisers. And because there are more advertisers than publishers, demand-side players logically have longer growth runways.</p>\n<p>It seems investors are waking up to the more-limited upside for supply-side ad-tech players and are now giving up on Magnite stock. But just because the space is smaller doesn't mean the stock can't beat the market from here.</p>\n<p>According to a recent survey by the Interactive Advertising Bureau, 60% of advertisers plan to shift spending away from linear-TV sources (like cable) and toward connected-TV (CTV) in 2021.&nbsp;And eMarketer expects CTV spending to nearly <i>double</i> in the next two years alone. This undeniable trend equally benefits supply-side companies like Magnite and smaller competitor <b>PubMatic</b>. But being the biggest supply-side player in the space has its advantages as Magnite's recent deal with Innovid illustrates.</p>\n<p>Innovid is a company that's bringing more interactive ads&nbsp;to CTV, and it just announced it's partnering with The Trade Desk and Magnite to increase adoption. Interactive ads can increase consumer engagement, which is a reason advertisers may increasingly pursue this style of CTV ad. And I don't think it's a coincidence Innovid chose Magnite as a partner -- as the biggest players, Magnite and The Trade Desk have scale to increase the project's odds of success. Indeed, Magnite's scale is partly why I consider it a top way to play the CTV trend.</p>\n<h2><b>Don't give up</b></h2>\n<p>Investors shouldn't be contrarian just to be different. But when you have good reason to make a contrarian investment, it can pay off. I believe that's the case with these companies. Zoom, Peloton, and Magnite may have fallen out of favor in recent months, but if they continue to capitalize on their long-term opportunities, Wall Street will eventually come back around to these stocks, rewarding the investors who patiently endured these down times.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Is Giving Up on These 3 Stocks, and That's a Huge Mistake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Is Giving Up on These 3 Stocks, and That's a Huge Mistake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 13:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/24/wall-street-giving-up-on-3-stocks-huge-mistake/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock market indexes like the S&P 500 and the Nasdaq are trading within about 2% of all-time highs as of this writing. But just because the market averages remain strong, that doesn't mean everything ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/24/wall-street-giving-up-on-3-stocks-huge-mistake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","MGNI":"Magnite, Inc.","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/04/24/wall-street-giving-up-on-3-stocks-huge-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129804364","content_text":"Stock market indexes like the S&P 500 and the Nasdaq are trading within about 2% of all-time highs as of this writing. But just because the market averages remain strong, that doesn't mean everything is doing well. In fact, many stocks trade well below their 52-week highs, including Zoom Video Communications (NASDAQ:ZM), Peloton Interactive (NASDAQ:PTON), and Magnite (NASDAQ:MGNI).\nAll three of these stocks were big winners in 2020, up 396%, 434%, and 276%, respectively. As we'll see, there are good reasons to buy and hold these past winners, but all three companies are down around 40% from their 52-week highs as investors abandon their long-term theses. Here's why giving up on these stocks so soon is a big mistake.\nImage source: Zoom Video Communications.\nBut we're getting back to normal!\nIn 2020, Zoom enabled people to continue their social and work lives even as they physically distanced themselves to prevent the spread of the coronavirus. But the situation is rapidly changing. Half of the U.S adult population has now received a dose of a coronavirus vaccine, and about a quarter is already fully vaccinated.\nInvestors fear that the once ubiquitous Zoom call will be an afterthought in a post-pandemic world. But the company's management doesn't see it that way. Sure, it doesn't anticipate matching its 326% annual revenue growth from 2020, but Zoom is still guiding for 42% growth in 2021 -- over $1 billion more in incremental revenue. That's an impressive growth rate for any company, and it's especially impressive on the heels of a historic year. And management gave this guidance fully aware that the world is starting to return to normal.\nMuch of management's optimism comes from its Zoom Phone product. Many Zoom video customers have increased their spending to include an overhaul of their infrastructure for voice. Packaging voice and video together makes sense, giving Zoom the upper hand in landing contracts with more of its customers. And as workers return to the office, it increases the likelihood of companies seeing Zoom Phone as a timely and necessary upgrade.\nHowever, the true wild card for Zoom, in my opinion, is its optionality for the future. It generated $1.4 billion in free cash flow in 2020 and ended 2020 with $4.2 billion in cash and marketable securities, giving it a lot of firepower to pursue other business opportunities in the workplace-management space. Furthermore, management is actively looking for suitable companies to acquire right now, giving Zoom more expansion potential.\nImage source: Peloton Interactive.\nBut gyms are reopening!\nSimilar to investors' misgivings over Zoom, many are giving up on Peloton because brick-and-mortar gyms have a clear path to fully reopening. For example, consider that 90% of Planet Fitness gyms are now open. In short, the home-fitness space had little competition in 2020, but the competition is back.\nTapping into the wide open market, Peloton doubled its revenue in fiscal 2020 (ended June 30, 2020) to $1.8 billion. On a calendar basis, revenue was up 139% last year. But those who are writing off Peloton are forgetting something important: Its compound annual growth rate for revenue is over 100% since 2017. In other words, fiscal 2020's top-line result wasn't an anomaly.\nMoreover, something important is happening beneath the surface with Peloton. When the company sells a treadmill or stationary bike, it also starts collecting subscription revenue for its interactive content. In fiscal 2020, roughly 20% of total revenue came from its subscription segment -- on par with the previous year. But as this subscription service scales, its profit margin is expanding. Subscription revenue had a 43% gross margin in fiscal 2019. In 2020, it carried a 57% margin.\nPeloton is guiding for at least 123% revenue growth in fiscal 2021 even though gyms are reopening. And its profitability is expanding along with the subscription business. To me, its long-term prospects still look very bright.\nImage source: Getty Images.\nBut there's limited upside!\nSince its initial public offering, shares of The Trade Desk are up well over 2,000%, making it one of the biggest market winners over the last five years. In 2020, investors started looking at Magnite as a younger version of The Trade Desk -- an unfortunate comparison leading to unrealistic expectations.\nThe Trade Desk is a demand-side ad-tech company, whereas Magnite is the largest independent supply-side ad-tech company. We need both the demand side and supply side, yes. But supply-side players partner with publishers instead of advertisers. And because there are more advertisers than publishers, demand-side players logically have longer growth runways.\nIt seems investors are waking up to the more-limited upside for supply-side ad-tech players and are now giving up on Magnite stock. But just because the space is smaller doesn't mean the stock can't beat the market from here.\nAccording to a recent survey by the Interactive Advertising Bureau, 60% of advertisers plan to shift spending away from linear-TV sources (like cable) and toward connected-TV (CTV) in 2021. And eMarketer expects CTV spending to nearly double in the next two years alone. This undeniable trend equally benefits supply-side companies like Magnite and smaller competitor PubMatic. But being the biggest supply-side player in the space has its advantages as Magnite's recent deal with Innovid illustrates.\nInnovid is a company that's bringing more interactive ads to CTV, and it just announced it's partnering with The Trade Desk and Magnite to increase adoption. Interactive ads can increase consumer engagement, which is a reason advertisers may increasingly pursue this style of CTV ad. And I don't think it's a coincidence Innovid chose Magnite as a partner -- as the biggest players, Magnite and The Trade Desk have scale to increase the project's odds of success. Indeed, Magnite's scale is partly why I consider it a top way to play the CTV trend.\nDon't give up\nInvestors shouldn't be contrarian just to be different. But when you have good reason to make a contrarian investment, it can pay off. I believe that's the case with these companies. Zoom, Peloton, and Magnite may have fallen out of favor in recent months, but if they continue to capitalize on their long-term opportunities, Wall Street will eventually come back around to these stocks, rewarding the investors who patiently endured these down times.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}