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2016’s Business Winners and Losers

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Re: 2016’s Business Winners and Losers

#21

Post by scriptproof »

guard-of-terra wrote: post #18

Google is winner? What do they do now? I don't remember being excited about their product for a long time. 2008 if you exclude Android. Seriously. Gmail inbox partitioning was a good thing.

I would credit driverless car as a success of Google, imitated by many. They have failure too, fiber for example, and Google Plus. Microsoft had also the big failure of Nokia phones, the results are mixed actually.

Re: 2016’s Business Winners and Losers

#22

Post by oli5679 »

An highly relevent metric to include would be annual net return vs industry benchmarks. It directly describes the changes in investor sentiment about future profitability, rather than relying on subjective assessment of the average tone of press coverage. Change in revenue, gross and net profit are also informative metrics, directy measuring change in current market-share and profitability.

Re: 2016’s Business Winners and Losers

#23

Post by BigChiefSmokem »

scriptproof wrote: post #21
guard-of-terra wrote: post #18

Google is winner? What do they do now? I don't remember being excited about their product for a long time. 2008 if you exclude Android. Seriously. Gmail inbox partitioning was a good thing.

I would credit driverless car as a success of Google, imitated by many. They have failure too, fiber for example, and Google Plus. Microsoft had also the big failure of Nokia phones, the results are mixed actually.

I wouldn't give any credit to Google with regards to driver-less cars. Tesla actually has product and software out on the market and infrastructure to support their ambitions.

Re: 2016’s Business Winners and Losers

#24

Post by venomsnake »

darkmagnus wrote: post #3

He is putting apple in the same category as twitter, yahoo and theranos. Really? At this point it is becoming cliche to predict the demise of Apple.

Nothing lasts forever. The moment Apple fails to excite people it is game over. And the apple fatigue is getting stranger.

Re: 2016’s Business Winners and Losers

#25

Post by ChuckMcM »

Sad that there are either "winners" or "losers" and no "treading water" but I'm guessing if they aren't mentioned they are in the treading water space.

But the other challenge is what is captured here is not an object measurement instead it is "performance against expectations" which makes people like Apple a "loser" even though they shipped more product and made more money than Google a "winner."

The EVP of marketing at NetApp used to have a chart on their wall which had all of NetApp's competitors and an arrow next to it, which was their "path" and the path could be up, forward, or down. It had a similar feel. It is useful as a leading indicator of future challenges. And by that I mean that you can miss expectations one year and be fine, but miss for 2 or more years in a row, or regularly have a miss every few years, and its harder to be perceived as the leader.

Re: 2016’s Business Winners and Losers

#27

Post by pmontra »

X0nic wrote: post #26
pmontra wrote: post #17

The site itself is not much of a winner: the text is right there inside the HTML body but it's invisible unless JavaScript is turned on. What for?

Do you really browse without JS turned on? Seems like a hopeless cause now adays.

Many sites work. I don't disable js in the preferences, that would be really hopeless. I use noscript and enable the scripts that make enough of the site work. There are obvious tracking scripts that I never enable. It's interesting to see the amount of cruft attached to many sites just to track people.

Re: 2016’s Business Winners and Losers

#28

Post by millxing »

While not perfect, the 2016 stock return relative to that of other technology companies is a good baseline for assessing who was a winner and who was a loser. 2016 equity performance is an excellent indicator of how NEW information impacted the long term prospects of these companies relative to consensus expectations.

Re: 2016’s Business Winners and Losers

#30

Post by kriro »

Based on Zeitgeist I'd say Palantir was a huge winner. Sadly, I feel the shift towards way more surveillance is only a matter of time in many European countries. All ethics aside, If I had to pick one company where all my money went it would be them.
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