March 16, 2017
Winners: Nike and Adidas, whose sneaker apps indicate that they've mastered the art of creating scarcity in a digital age.
Winners: Pizza brands, which are - believe it or not - at the forefront of digital innovation.
Loser: Google, whose convenient Featured Snippets tool provides some disquieting answers.
(0:30) AppAnnie, March 2017. http://bit.ly/2n3ztVS
(0:39) “Reservations For Black Yeezy Boost 350s Close In 22 Minutes,” Footwear News, February 2016. http://bit.ly/2nwpK8m
(0:53) “Introducing Pizza Hut PIE TOPS,” YouTube, March 2017. http://bit.ly/2myOmyZ
(1:14) L2 Analysis of Google Finance.
(1:25) “Google SERP Feature Graph,” Moz, March 2017. http://bit.ly/1NTIu9f
March 9, 2017
Once a sector hits 20% e-commerce penetration, the winners and losers start to emerge. We've seen it with books and toys, and apparel may be next.
Loser: Firms relying on Amazon Web Services. The recent outage disrupted service for hundreds of thousands of sites.
Loser: Online travel agents, whose crowded layout paves the way for Google's Hotel Finder to change the game.
Loser: Connected toys. Amid growing evidence that "smart" playthings can be hacked, Scott demos his kids' newest toy.
0:16: Foner Books Analysis of SEC Filings.
0:24: “Total Retail 2016: They Say They Want a Revolution,” United States Fashion Industry Association, August 2016. http://bit.ly/2mLUggH
1:10: “AWS Still Owns the Cloud,” TechCrunch, February 2017. http://tcrn.ch/2kmsrYP
1:16: Q4 2016 Amazon Filings. http://bit.ly/2njB2Me
1:28: “Amazon Just Broke the Internet,” Gizmodo, March 2017. http://bit.ly/2n4saOj
1:36: “The Massive AWS Outage Hurt 54 of the Top 100 Internet Retailers — But Not Amazon,” Business Insider, March 2017. http://read.bi/2mG10di
1:42: “Amazon Just Broke the Internet,” Gizmodo, March 2017. http://bit.ly/2n4saOj
1:50: L2 inc.
1:57: L2 inc.
2:11: L2 inc.
2:21: “Germany Bans ‘My Friend Cayla’ Doll Over Spying Concerns,” NPR, February 2017. http://n.pr/2l2RlvZ
2:39: “If You Have One Of These Toys In Your House, You May Want To Stop Using It,” The Huffington Post, February 2017. http://huff.to/2lS7aXR
March 2, 2017
Winner: Facebook. As investors focus on Snap's IPO, Facebook dominates across the board, from revenue growth to ad spend.
Winner: Burrito lovers. Chipotle has slashed wait times for digital orders as it strives to lure back diners.
Loser: Snapchat. WhatsApp has become the latest member of the Facebook family to borrow its key features.
Winner: Drone makers. With every company getting into the drone game, from UPS to 7/11, we tested one out for ourselves.
0:10: Company Filings.
0:30: L2 Analysis of iSpot.tv, Pathmatics, and Visible Measures Data. http://bit.ly/2mxI4k0
0:38: 2016 Mobile App Report, comScore Mobile Metrics, U.S. Age 18+, June 2016. http://bit.ly/2d27iPI
0:48: “Chipotle’s Digital Orders Are Getting A Lot Faster,” Fortune, February 2017. http://for.tn/2mhCVIO
1:04: “Starbucks Debuts Voice Ordering,” Starbucks, January 2017. http://bit.ly/2jNSaIE
1:43: "Instagram Stories is Stealing Snapchat’s Users," TechCrunch, January 2017. http://tcrn.ch/2kkCijS
1:44: "Instagram Just Cloned Snapchat’s Stories Feature to Get More People Sharing," Recode, August 2016. http://bit.ly/2aNfbes
2:14: "Verizon Just Acquired a Drone Company," Recode, February 2017. http://bit.ly/2mKFVOE
February 23, 2017
Winner: Firms whose products become more valuable with use - a trait shared by most of today's top-performing companies. In contrast, old-economy successes including Ford and Caterpillar produce items that decline in value.
Winner: Facebook Messenger. With a third of Americans on the platform, brands that haven't yet launched chat bots may be missing a major opportunity.
Loser: Twitter. Despite the engagement boost from Trump's controversial missives, the platform barely gained any monthly users in Q4 - prompting Twitter to start counting daily users instead.
Plus: does (Netflix) cheating count when the other person is asleep?
February 16, 2017
Loser: Snap. Despite the hype around their upcoming IPO, we still think the company is a loser.
Winner: Amazon, which actually makes more on ad sales than Snap and is also growing its fulfillment business.
Winner: Tinder. With nearly 2 million paying subscribers, the app has convinced millennials not only that they need to use an app to find love, but also that they have to pay for it.
Loser: Virtual reality. Just three years after buying Oculus, Facebook is closing many of its pop-up stores due to poor performance.
February 10, 2017
Winner: YouTube, which still holds its own against younger digital video platforms, from engagement to live video.
Loser: Banks. As tech giants disrupt every industry, banking could be next.
Winner: P&G, for laying down the law on digital. As CPG shifts to e-commerce, the world's largest advertiser wants more accurate metrics.
Plus: How fake news helped Scott find his soulmate.
February 2, 2017
Loser: The New York Times and other print media outlets unwittingly adding credibility to fake news. By granting Facebook and Google access to their stories, they're debasing their brand.
Winner: Alibaba, the Chinese tech giant that could be bigger than Amazon. While most revenue currently comes from e-commerce, Alibaba's CEO - like Jeff Bezos - has more ambitious plans.
Winner: Netflix, whose stock just hit a record high on impressive subscriber growth. Our prediction that Netflix is poised for success has never looked more accurate.
January 26, 2017
Loser: Amazon. The e-tailer's 1-click patent expires this year, eliminating one of its competitive advantages.
Winner: Music. With consumption on the rise, Spotify may actually turn a profit in 2017.
Loser: People. Amazon employs enough robots in its warehouses to fill Madison Square Garden twice, and the number is only growing.
Plus: Scott's most Instagrammed places in 2016.
January 19, 2017
Scott Galloway presents the week's biggest winners and losers in digital:
Winner: Voice-based search. With the proliferation of Amazon Echo and Google Home devices, consumers have become comfortable speaking to their technology.
Loser: Microsoft - the number-one recruiting destination for other tech companies.
Winner: Instagram, which dominates other social platforms in terms of engagement. However, recent algorithmic changes have brought down Instagram's organic reach.
January 12, 2017
Loser: Digital media. While digital is surpassing TV in ad spend, it's also a winner-take-all business dominated by two companies.
Loser: Facebook, which keeps messing up ad metrics. When the mistakes are constantly in your favor, they're not mistakes - they're lies.
Winner: Disney. By promoting content across platforms, the media giant registered record-breaking revenue growth.
Winner: Marijuana. As states rapidly legalize weed, spend is soaring, rivaling the spread of cable TV or broadband Internet.