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Killexams : Microsoft Microsoft reality - BingNews Search results Killexams : Microsoft Microsoft reality - BingNews Killexams : The 7 Best Virtual Reality Stocks to Buy Now No result found, try new keyword!The VR industry is in its infancy, but is expected to grow exponentially in the coming years. Invest in the best virtual reality stocks now. Sun, 07 Aug 2022 07:09:26 -0500 en-us text/html Killexams : Apple's first mixed reality headset will be expensive, but the company has high hopes for it

The big picture: Apple's first-gen mixed reality device will be expensive and won't ship until sometime next year, but the company appears confident it will sell over one million units within a year of launch. Meanwhile, Mark Zuckerberg's Meta is scrambling to become the Android of mixed reality experiences and expects to launch an XR headset known internally as Project Cambria sometime in the coming months.

Apple expects to unveil its mixed reality headset sometime in January 2023, and the rumor mill has been abuzz with hints about it in recent months. For one, the Cupertino giant will supposedly lean on the Chinese market for the new device to Excellerate its chances of success. Presumably, Chinese consumers have a higher appetite for exotic, aspirational products like AR/VR headsets.

Renowned analyst Ming-Chi Kuo claims the company has high hopes for this mysterious device as it plans to ship around 1.5 million units by the end of 2023. Kuo believes this will be Apple's "next revolutionary consumer electronics product after the iPhone," which is a pretty ambitious boast.

The media event in January is supposed to convince investors that innovation is very much alive at Apple and that it can still come up with products that invite imitators to copy every aspect of the user experience. The company will also talk extensively about use cases, ergonomics, and the software development opportunities around a mixed reality headset.

Kuo says Apple has yet to decide on a price tag for the new device, but it will most likely be in the range of $2,000 to $2,500. In theory, it could go even higher, but the company doesn't want to risk missing its target of 1.5 million headsets shipped by the end of next year.

Meanwhile, Apple is working on a more affordable mixed reality device, but it won't be ready until 2025 or later. Additionally, the company will reportedly unveil an AR-only headset in 2024 that is supposed to be the start of a decade-long transition away from the iPhone.

Apple showed the first-generation mixed reality headset to its board in May, but we know very little about the hardware powering these devices. According to several supply chain insiders, the device will use custom silicon with processing power similar to its M-series chipsets in the existing MacBook Pro refresh. Engineers have faced various challenges in dealing with thermal management and the digital signal processing of camera inputs. There has been some speculation that Apple will use 8K displays for the headset, yet another challenge.

This month, Korean publication The Elec learned that Samsung and LG are working on OLED on silicon (OLEDoS) tech, specifically designed for augmented and virtual reality applications. This type of microdisplay is thinner and can reach a higher pixel density when compared to traditional OLED tech, thanks to its silicon substrate.

For instance, Samsung plans to achieve pixel densities of over 3,000 ppi and a maximum display brightness of 10,000 nits by 2024. Both companies have already laid the groundwork for LEDoS tech featuring even higher pixel densities. However, Sony is currently the leading OLEDoS manufacturer, and up until now, analysts believe it is the go-to provider for Apple's first-gen mixed reality headset.

On the software side, Apple has done an even better job of keeping things secret. We know that Cupertino will likely dub it "realityOS," thanks to some obscure references found by developers combing through the App Store's upload logs and source code. But that's about it.

Overall, it looks like it won't be long before Apple dives into the consumer mixed reality sector, where companies like Google and Microsoft have had little success. The Cupertino giant appears determined and even hired Meta's former communications director for Reality Labs and Oculus hardware, Andrea Schubert.

Speaking of Meta, no other company is more invested in the AR/VR space. The social media titan recently went through an expensive rebranding process and burned billions of dollars to quickly pivot from a social-media-focused company to one centered on conquering the metaverse.

The metaverse concept heavily relies on augmented and virtual reality, so much so that the reprioritization chaos ensuing at Meta is affecting employee morale. For Meta CEO Mark Zuckerberg, his company is now involved in a "deep, philosophical competition" with Apple — one that will define the future of the Internet and shape the mixed-reality ecosystem. In other words, it will also determine the fate of Meta as a company.

Also read: The Metaverse: What Is It, and Why Should You Care?

Zuckerberg sees Apple as a direct competitor wanting to apply the same principles that govern iOS and the App Store to create a closed mixed reality ecosystem. Meanwhile, Meta is trying to build something akin to Android or Windows, where multiple partners can develop ideas of their own crystallized into various hardware offerings and services.

Tim Cook's standpoint is that mixed reality will be just one component of Apple's future that has already taken off on the iPhone and iPad. More importantly, Cook expects to retire as soon as 2025 — but not before he has the chance to oversee the launch of "one major new product category."

While he may not share Zuckerberg's vision of the future of the Internet, it will be interesting to see if a Cook-powered Apple can repeat the resounding success seen with the iPhone.

Image credit: Dima Solomin

Mon, 08 Aug 2022 08:12:00 -0500 Adrian Potoroaca en-US text/html
Killexams : Microsoft looks to transform software to Internet-based use

The initiative, called Microsoft.NET, will allow individuals to access data from a wide array of devices, including personal computers, handheld organizers and cell phones. The devices will communicate behind the scenes, coordinating between themselves and constantly updating each other, Gates said.

"We have the opportunity to take this vision of a digital world and apply the magic of software to make this a reality," Gates said.

Previews of these new services -- which will include online versions of Microsoft's popular Office software and features of its Windows operating system -- will begin in 2001, but full services will not be widely available until at least 2002, Gates said.

Thousands of developers have been working for nearly a year on Microsoft.NET, though company officials would not say how much Microsoft has invested.

"You could say it's a bet-the-company thing," Gates said, adding that it is "far more ambitious than anything we've done in the past."

Some analysts have said the kind of integration needed to make Microsoft.NET a reality could run afoul of the company's antitrust battle, however. Microsoft is fighting a court-ordered breakup in appeals court after a federal judge found that it broke antitrust laws.

There are also a number of proposed restrictions on Microsoft's business practices that, if upheld, could severely hamper progress on Microsoft.NET.

With Microsoft.NET, the company will take its popular software products, such as the Windows operating system, Microsoft Office and the Microsoft Network online service, and make their features readily available over the Internet.

Thus, with Office.NET, Microsoft's proposed online business software service, a user could write Microsoft Word documents and integrate them with Excel spreadsheets or other Microsoft software, all through a Web browser on a handheld organizer with a link to the Internet.

The user later could access the same documents from a different computer, since the material is stored in a central computer and accessible from anywhere over the Web.

Microsoft Network Web sites and services will become MSN.NET, and will continue to offer such services as free online e-mail, bill paying, appointment management and instant messaging. These services will be integrated with Windows.NET, Office.NET and a suite of tools that customers can use to build their own products.

Microsoft has already received backing from Compaq Computer Corp. and Dell Computer Corp., among others. Marc Andreessen, founder of Netscape Communications Corp. and now the chairman of Loudcloud Inc. -- and, in the past, a vocal opponent of Microsoft -- also voiced support for Microsoft.NET "because it is directly in line with our vision of a world of networked services."

Microsoft is the latest entrant into the market for Web-based services. Oracle Corp. has invested heavily in providing similar services to corporations, while Sun Microsystems Inc. will unveil a Web-based office software suite by the end of the summer.

Sun, 07 Aug 2022 23:13:00 -0500 en-US text/html
Killexams : The reality of cloud spending

It’s one thing for CIOs to say that cloud computing will see the highest rate of spending growth in 2022, as recorded in a Morgan Stanley survey. It’s quite another thing to actually spend that money.

But spending they are, as last week’s results from the big three cloud vendors (AWS, Microsoft, and Google) demonstrated. Yes, growth for each of these cloud providers decelerated. But you’d have to be a committed cloud denier to argue that cloud adoption isn’t continuing to boom, even in the face of a recession.

Or, more probably, precisely because of a looming recession.

Raining on the cloud parade?

Over at The Wall Street Journal, Dan Gallagher suggests that “even the cloud can’t float above a recession.” The argument, based on slowing growth within the big three cloud providers, is that recessionary pressure is causing IT decision-makers to cut spending due to macroeconomic uncertainty.

I’m not sure the data actually lines up with this thesis.

Sure, Google saw growth slow to 36% (down from 44% the quarter before). Microsoft hit 40%, down from 46%. And AWS? Down a few percentage points, settling in at 33% (down from 37%). That’s bad, right?

Copyright © 2022 IDG Communications, Inc.

Sun, 31 Jul 2022 22:00:00 -0500 en text/html
Killexams : USD 108.57 Bn growth opportunity in Augmented Reality (AR) Market -- APAC to occupy 35% market share

NEW YORK, Aug. 8, 2022 /PRNewswire/ -- The "Augmented Reality (AR) Market by Application and Geography - Forecast and Analysis 2021-2025" report by Technavio expects the market size to grow by USD 108.57 billion between 2020 and 2025. The market witnessed a YOY growth of 29.15% in 2021 and the growth momentum is expected to accelerate at a CAGR of 31.60% during the forecast period. The report provides a comprehensive analysis of recent developments, new product launches, major revenue-generating segments, and market behavior across geographies. Download trial PDF Report Here

Technavio has announced its latest market research report titled Augmented Reality (AR) Market by Application and Geography - Forecast and Analysis 2021-2025

The market is mainly driven by increasing investments in AR technology. Businesses are massively investing in the latest technologies such as AR to deliver an immersive experience to their customers. For instance, Facebook has announced in September 2021 the investment of $50 million in developing a metaverse, where users will be able to interact with different devices in a virtual environment using AR. Such investments are expected to foster the growth of the market in focus during the forecast period.

In addition, the rising demand for AR technology from various application segments will have a positive impact on the growth of the market. But the privacy concerns over AR technology will restrict the growth of market players.

The augmented reality (AR) market is fragmented. The market is in the initial growth stage and is expected to grow at a high rate during the forecast period. Owing to significant growth opportunities, the presence of large vendors, the entry of new vendors, technological innovations, and partnerships, the competition in the market is moderate. It is imperative for vendors to distinguish their service offerings through a clear and unique value proposition. As pure-play vendors are entering the market and competing with large vendors, the market is moving toward fragmentation. Several pure-play vendors are expected to be acquired or approached for acquisition by other industry participants for their technological capabilities. This trend is expected to gain traction by the end of the forecast period.

Technavio identifies Alphabet Inc., Dynabook Inc., Facebook Inc., Microsoft Corp., PTC Inc., Qualcomm Inc., Samsung Electronics Co. Ltd., Upskill, Vuzix Corp., and Zugara Inc. as dominant players in the market.

The report includes the competitive analysis, which analyzes and evaluates the position of companies based on their industry position score and market performance score. Some of the factors considered for analysis are financial performance over the last 3 years, growth strategies, innovation score, new product launches, investments, growth in market share, etc. View trial Report Here

Market Segmentation by Application

  • By Application, the market is classified into segments such as enterprise, retail, healthcare, media and entertainment, and others.
  • The enterprise segment will have the largest share of the market during the forecast period.
  • The segment is driven by the increasing application of AR in enterprises.

Market Segmentation by Geography

  • By Geography, the market is classified as North America, APAC, Europe, South America, and MEA.
  • APAC will have the largest share of the market.
  • The growth of the regional market can be attributed to increasing investments in advanced technologies by businesses.

This report can be customized as per your business requirements. Enquire Now

Related Reports:

Augmented Reality (AR) Market Scope

Report Coverage


Page number


Base year


Forecast period


Growth momentum & CAGR

Accelerate at a CAGR of 31.60%

Market growth 2021-2025

USD 108.57 billion

Market structure


YoY growth (%)


Regional analysis

North America, APAC, Europe, South America, and MEA

Performing market contribution

APAC at 35%

Key consumer countries

US, China, Japan, Germany, UK, and Canada

Competitive landscape

Leading companies, competitive strategies, consumer engagement scope

Companies profiled

Alphabet Inc., Dynabook Inc., Facebook Inc., Microsoft Corp., PTC Inc., Qualcomm Inc., Samsung Electronics Co. Ltd., Upskill, Vuzix Corp., and Zugara Inc.

Market Dynamics

Parent market analysis, Market growth inducers and obstacles, Fast-growing and slow-growing segment analysis, COVID 19 impact and future consumer dynamics, market condition analysis for forecast period.

Customization purview

If our report has not included the data that you are looking for, you can reach out to our analysts and get segments customized.

Table of Contents:

Executive Summary

Market Landscape

  • Market ecosystem
  • Value chain analysis

Market Sizing

  • Market definition
  • Market segment analysis
  • Market size 2020
  • Market outlook: Forecast for 2020 - 2025

Five Forces Analysis

  • Five forces summary
  • Bargaining power of buyers
  • Bargaining power of suppliers
  • Threat of new entrants
  • Threat of substitutes
  • Threat of rivalry
  • Market condition

Market Segmentation by Application

  • Market segments
  • Comparison by Application
  • Enterprise - Market size and forecast 2020-2025
  • Retail - Market size and forecast 2020-2025
  • Healthcare - Market size and forecast 2020-2025
  • Media and entertainment - Market size and forecast 2020-2025
  • Others - Market size and forecast 2020-2025
  • Market opportunity by Application

Customer landscape

Geographic Landscape

  • Geographic segmentation
  • Geographic comparison
  • North America - Market size and forecast 2020-2025
  • APAC - Market size and forecast 2020-2025
  • Europe - Market size and forecast 2020-2025
  • South America - Market size and forecast 2020-2025
  • MEA - Market size and forecast 2020-2025
  • Key leading countries
  • Market opportunity by geography
  • Market drivers
  • Market challenges
  • Market trends

Vendor Landscape

  • Overview
  • Landscape disruption

Vendor Analysis

  • Vendors covered
  • Market positioning of vendors
  • Alphabet Inc.
  • Dynabook Inc.
  • Facebook Inc.
  • Microsoft Corp.
  • PTC Inc.
  • Qualcomm Inc.
  • Samsung Electronics Co. Ltd.
  • Upskill
  • Vuzix Corp.
  • Zugara Inc.


  • Scope of the report
  • Currency conversion rates for US$
  • Research methodology
  • List of abbreviations

About Us

Technavio is a leading global technology research and advisory company. Their research and analysis focus on emerging market trends and provides actionable insights to help businesses identify market opportunities and develop effective strategies to optimize their market positions. With over 500 specialized analysts, Technavio's report library consists of more than 17,000 reports and counting, covering 800 technologies, spanning across 50 countries. Their client base consists of enterprises of all sizes, including more than 100 Fortune 500 companies. This growing client base relies on Technavio's comprehensive coverage, extensive research, and actionable market insights to identify opportunities in existing and potential markets and assess their competitive positions within changing market scenarios.


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Email: [email protected]

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Mon, 08 Aug 2022 12:43:00 -0500 text/html
Killexams : Mixed reality headset helps measure forests

To measure vegetation in the wild, researchers set up a Microsoft HoloLens as a mixed-reality sensor to feed their application called VegSense.

A proof-of-concept study by Rice University graduate student Daniel Gorczynski and bioscientist Lydia Beaudrot shows VegSense could be a suitable alternative to traditional classical field measurements at a low cost.

Their study in Methods in Ecology and Evolution shows the hardware-software combination excels at quantifying relatively mature trees in the wild, which is one measure of a forest’s overall health.

Gorczynski came up with the idea to try HoloLens, commonly marketed as a productivity tool for manufacturing, health care, and education. He developed the open-source software for the device and notes that while the combination is less effective at picking up saplings and small branches, there’s ample room for improvement.

Gorczynski says he first encountered mixed-reality sensing while an undergraduate at Vanderbilt University and recognized its potential for biological studies. “It seemed sort of like a natural fit,” he says. Gorczynski brought the idea to Beaudrot in 2019 shortly after his arrival at Rice.

The combination of stock hardware and custom software costs far less than systems based on lidar (for “light detection and ranging”) most often used in three-dimensional field studies, says Gorczynski, who developed VegSense on a platform geared more toward 3D games and interactive experiences than hard science.

Field tests at Houston’s Memorial Park showed that at least for mature trees, the smaller solution is just as good. In their case study, VegSense easily detected 48 of 50 such trees in the target area, a circle about 30 feet in diameter that Gorczynski walked, looking up, down, and around to build the 3D database. (“Imagine an asterisk with a circle around it,” he says, describing the data-capture pattern.)

“For this study, we wanted to be really deliberate in trying to replicate more traditional understory vegetation structure measurements,” Gorczynski says. “We tried to get that level of detail.”

What he sees as he scans the environment is a holograph-like grid pattern that tracks the surfaces of vegetation. “What’s really cool about that is you can see what the scanner is picking up, but also the spots you missed,” Gorczynski says. “The idea is to get the mesh to cover as much of the vegetation as possible because that’s what gets you the best scan.”

“The results were so nice that Dan quickly wrote it up for publication,” Beaudrot says, noting that Gorczynski expanded his validation of the gear during a subsequent field trip to Tanzania, the focus of one of 15 tropical forests in a recent rainforest study by the group.

“This device can facilitate a lot of great ecological research, particularly because it’s so cost-effective,” she says. “Collecting vegetation information on the forest floor right now is really hard to do without a lot of manual labor, or a really expensive lidar system.”

“So this is a groundbreaking, cost-effective device,” Beaudrot says. “It’s not going to provide you the same resolution data that lidar will, but this is just the first application. We hope making VegSense open-source to the ecological research community will spur all the potential ways it can be developed.”

Northrop Grumman, Conservation International, and Rice supported the research.

Source: Rice University

This article was originally published in Futurity. It has been republished under the Attribution 4.0 International license.

Wed, 03 Aug 2022 08:04:00 -0500 en text/html
Killexams : I have a confession: Windows is better in light mode No result found, try new keyword!I have, for the past few years, religiously decided on dark mode for all my devices, from the moment when I set them up. Subsequently, I've become so used to a dark UI's brooding tone that I often ... Wed, 03 Aug 2022 02:14:53 -0500 en-us text/html Killexams : Netflix & Microsoft Ad Partnership Will Be a ‘Windfall’ For Advertisers. Here’s Why.

Earlier this year during Netflix’s Q1 2022 post-earnings call, CEO Reed Hastings changed his tune around advertising on the streaming service. Once a key selling point as an on-demand ad-free way to watch content, the CEO teased that, due to losses in subscribers and plateauing revenue streams, Netflix would consider a cheaper advertising tier.

“As much as I’m a fan of [the simplicity of subscription], I’m a bigger fan of consumer choice. And allowing consumers who like to have a lower price, and are advertising tolerant, get what they want makes a lot of sense,” Hastings said on the earnings call.

Now, that lower price for the advertising-tolerant viewer is one step closer to reality and the company’s targeted launch date of 2023. An advertising tier is coming in the form of a partnership with one of the tech industry’s legacy leaders: Microsoft.

Netflix announced in mid-July that it’ll be working with Microsoft to help launch its advertising business, bringing on the tech company as its global advertising technology and sales partner. Netflix’s vision is to appeal to a wider demographic of consumers, but perhaps more importantly is to create a “premium, better-than-linear TV brand experience for advertisers” it said in its official press release. The company is well-positioned, with its data pools and experimentation with content-diverse business models, to make this a reality.

“The opportunity for advertisers with streaming content is that it provides a new way to stand out,” said Darren Campo, SVP of programming and content strategy at the Food Network and adjunct professor at the NYU Stern School of Business.

“Streaming content is premium content, it’s content that hasn’t been associated with advertising before in a lot of cases, especially with original content. So if [advertisers] treat it like it’s the Super Bowl and they make high quality content that engages the viewer, it can be a tremendous opportunity.”

Why Netflix Chose Microsoft Over In-House AdTech

This effort to generate a new stream of ad-supported revenue may have been inspired by Q1’s dip in subscriber numbers, but it was further validated by Q2’s earnings report, which revealed another quarter of subscribership losses. While it was a smaller hemorrhage than Netflix forecasted back in April, it was still a significant net loss of 970,000 subscribers globally, more than it lost the previous quarter. The majority of these losses came from the UCAN market with a whopping 1.3 million subscribers cancelling their memberships. Recapturing lost subscribers and appealing to untapped customers is now the company’s top goal. This includes users that are mooching off their roommate’s password, or more eloquently put by the company, “the 100m+ households that are currently enjoying, but not directly paying for, Netflix.”

“In the near term, a key priority to re-accelerate revenue growth is to evolve and Excellerate our monetization,” the company said in its Q2 2022 shareholder letter.

Streaming’s adoption of ad-ridden viewing may be new for Netflix, but industry players aren’t all that surprised by the news, especially considering Disney beat Netflix to the punch with its own ad-supported tier announcement and earlier targeted launch date, along with the fact that Hulu has sported an advertising tier for years now.

“The whole industry knew this was coming, investors knew this was eventually coming, but the company seems to have been caught unaware,” said Joanna Massey, former SVP at Lionsgate and Discovery Inc. and current corporate director and management consultant at JDMA Inc.

To some degree, Netflix is now playing catch-up and looking to reverse a trend of stagnation as streaming’s dominant subscriber leader. This trend is one that industry experts like Massey said should have been obvious from a mile away; Netflix grew its platform exponentially during the pandemic but now have found that the pandemic’s pace of growth was almost impossible to keep consistent, hitting a ceiling of close to 222 million subscribers.

“It’s the fiduciary duty of the board and of the officers of the company to recognize that at some point, they were going to hit a fiscal cliff. At some point, they were going to run out of subscribers and start losing,” Massey said.

To combat being labeled as both an empire in decline and behind on the advertising front, Netflix chose to invest in a third-party partner rather than build out its advertising technology stack in-house. Though there is an appeal to the long-term benefits of developing an in-house advertising team, and potentially a new revenue stream by monetizing internal adtech, the timeline for development was likely too long to justify that kind of investment considering Netflix’s tardy entrance to the advertising game. Plus, the weight of understanding and developing a new form of media technology would have put Netflix far out of its comfort zone.

“They’ve made a pledge to stop the bleeding by Q4. You cannot build that technology in-house, you can’t staff up with ad sales executives fast enough, you can’t build the relationships with advertisers fast enough to get that problem fixed within the next few months. They absolutely have to go to a third-party vendor,” Massey said.

“It’s a completely different capability. It’s one workflow to publish video for subscribers in which you publish videos, people watch videos and you have a billing relationship. It’s a totally different technology when you have to start building and inserting ads. And so it’s another layer of technology complexity,” said Keith Zubchevich, President and CEO of streaming intelligence cloud company Conviva.

Netflix needed to move quickly if it wanted to reverse its trending decline and immediately plant its flag as a competent advertising media giant. For this reason, bringing on a third party “wasn’t really a surprise” either for industry experts, said Campo. What was somewhat of a surprise was the choice to go with Microsoft over other players in the space like Google or FreeWheel. Upon closer inspection, though, a Netflix-Microsoft partnership makes a lot of sense and, upon launch, positions Netflix to almost immediately be one of the most cutting-edge players in the advertising space.

“When you look at the technology that Microsoft has at its disposal to make a marketplace, and when you look at the kind of information Netflix has been able to collect for really 20 years…. When all the traditional media companies were licensing their product to Netflix, Netflix was collecting data before any of them were, so they have the most deep trove of data,” Campo said.

“And Microsoft, potentially in this situation, without other media partners ahead of them will put Netflix first in its media landscape.”

Netflix also needed to immediately build a trusted infrastructure to pitch to advertisers who are used to working with tried-and-true ad space sellers. If Netflix can’t properly validate that the data it’s offering to advertisers is accurate and as much of an opportunity as it’s poised to be, then it will flounder as an ad seller. This was more motivation for Netflix to work with Microsoft and enact a separation of church and state between its subscription business and its advertising business.

“Advertisers are going to want to spend money, and they’re not going to trust you to grade your own homework,” Zubchevich said. “[Netflix has] been able to stay as a walled garden and not have any third parties come into their technology stack or their business. But now that they’re going outside for money, for advertiser dollars, those dollars are going to need to be validated and verified.”

Netflix-Microsoft Partnership Will Set a New Value Standard for Advertisers

With a new, cheaper choice for consumers, Netflix hopes to leverage its strong global presence to gain users that wouldn’t want to pay for its premium or even standard subscription. Compared to the years of experience that legacy linear content providers and even the likes of Hulu have under their belt, Netflix is fighting an uphill battle to gain advertising dominance.

Netflix’s late entrance to advertising, though, can also be leveraged as a strength. While traditional TV ad models have persisted for years, they have limitations that hold them back from maintaining dominance as the industry standard as advertising ROI evolves. The ability to target to niche demographics is limited, the structure and placement of ads is rigid, the cost is often inflated, and the metrics for validating said cost create friction between the ad buyer and seller.

“I anticipate streaming advertising is going to be a big windfall and a big benefit for advertisers as people start to become more familiar with what’s available from targetable digital inventory and the amount of data that the advertisers can now buy up,” Zubchevich said.

Consider the traditional linear television network has 1,000 hours or so of ad space to sell to advertisers, Campo explained. A lack of niche targeting and a standard timeline that forces the early buying of ad space creates more opportunities for advertisers to end up paying for more than they get back in viewership.

“That advertising gets sold during the upfront and some of it gets held back, and if it doesn’t meet the view requirements that it assured its advertising partners, then it has to do make-goods and it has to do more units and add more to advertising,” Campo said.

While users increasingly seek personalized media experiences and find value in ad messaging that actually reflects their current consumption needs and wants, linear television advertising is having a harder time validating its utility. Netflix, in building its own ad strategy with Microsoft, isn’t shackled by these legacy factors.

“If you are a new player [in the advertising industry], you can immediately control your ad inventory, you can do much shorter ads, more ads in context and more ads that are less obtrusive and work with the content,” said Campo. “For a company like Netflix, that has always put the viewer first, this should result in a really much better experience in the ad-supported universe.”

On top of leveraging cracks in the linear model’s armor, experts think Netflix has a few aces up its sleeve. Said aces have the potential strength to radically shift where advertisers spend their dollars and how they gauge successful campaigns.

“They are starting late [with advertising] but there will be an accelerated path and climb to the top, so I’m actually very optimistic about what kind of advertising business Netflix can do,” Zubchevich said.

Firstly, the company is leveraging massive amounts of proprietary user data from not only their highly-popular original content, but from content from other production studios, giving Netflix a wide and deep view of user viewing habits and trends. Netflix is able to pull from over 200 million global active users who spend the majority of their subscription-based OTT video time on Netflix (even if that share is increasingly shrinking). This means it will be able to offer advertisers gender, ethnicity, age, region, genre, and media-type data at a level no other streamer can match.

“The pure size and scope of Netflix’s platform, their reach, is a must-buy for Madison Avenue,” Massey said.

Secondly, publishers’ shift to streaming created a much more efficient business model for creating, delivering, and scaling content. By offering consumers on-demand personalized content powered by algorithmic recommendations, it let platforms like Netflix connect with their viewers more intelligently and tailor content that matched individual viewers’ tastes and habits. That kind of data feeds back to Netflix to help green-light the most popular original series, make smarter negotiations with external production studios, and inform where to spend marketing dollars.

A more engaged viewer has traditionally meant a more loyal customer for Netflix, at least until its subscriber numbers started to dip at the start of the year (though several factors can explain this dip beyond a disinterested viewer, like Netflix’s exit from the Russian streaming market). Regardless, this benefit of executing on an intelligent, data-supported media business model is now being extended to advertisers on the world’s leading streaming platform. That means advertising dollars can be spent “much smarter and much more targeted versus buying massive scale TV audience in which you know the majority of the viewing audience isn’t who you want to get,” Zubchevich said.

“The one-to-one relationship streaming presents with a viewer not only gives publishers the smarter data driven business, it actually will result in advertisers being able to operate on a much more fine-grained data driven business as well,” Zubchevich said.

And finally, just as important in this equation is Netflix’s new third-party ad team. Advertisers should be seeing dollar signs with Microsoft as Netflix’s adtech partner. Microsoft has over 25 years of strategic advertising experience, but became an even more viable player in programmatic advertising when it purchased top ad company Xandr from AT&T. Xandr is one of the foremost legacy SSP ad exchanges, existing formerly as AppNexus since 2007.

Besides its combined 40 years of adtech and strategy experience, Microsoft also has powerful AI business tools that will be tailored for a Netflix partnership, making it simpler to sell ad space in bulk by leveraging Netflix’s user data treasure trove.

“It’s going to allow them to get more ads in more quickly,” Massey said.

AI-supported ad placement won’t be as applicable for the massive events that draw unrivaled advertising spend like awards shows and major sporting events, all of which still rely on intense negotiations between an ad salesperson and an advertising agency. Competing with legacy players in one-on-one negotiation processes, which are influenced by years of rapport amongst the negotiators, will be a challenge for Netflix to overcome.

“Netflix still needs to develop those relationships, but Microsoft is going to do that for them,” Massey said.

Netflix’s Microsoft-powered ad tier is expected to make it to the market by early 2023, though a specific date has yet to be announced. In its Q2 letter to shareholders, the company shared its reasoning for feeling optimistic about the potential success of this partnership:

“[Microsoft is] investing heavily to expand their multi-billion advertising business into premium television video, and we are thrilled to be working with such a strong global partner. We’re excited by the opportunity given the combination of our very engaged audience and high quality content, which we think will attract premium CPMs from brand advertisers.”

Sat, 06 Aug 2022 01:00:00 -0500 en-US text/html
Killexams : Apple: Ignoring Reality
Apple To Report Quarterly Earnings

Justin Sullivan/Getty Images News

As predicted and denied by most Apple (NASDAQ:AAPL) bulls, the tech giant reported a rather weak FQ3'22 earnings report last week. Revenues were near the weakest in the tech giant space and crucial Mac revenue actually declined YoY. My investment thesis remains Bearish on the stock, as the stretched valuation only grows with the recent rally back above $160.

Beats Aren't Enough

One of the biggest problems facing Intel (INTC) shareholders was the focus on the quarterly earnings beats while ignoring the otherwise weak results. The chip market finally fell apart and the chip giant ended up reporting a horrible quarter causing the stock to collapse.

While Apple has reported some strong quarters, the market appears to have completely ignored that the June quarter revenues only grew by 1.9%. The headlines appear to paint a far better quarter than the reality.


Source: Seeking Alpha

The tech giant beat EPS estimates by $0.05, but in general the numbers weren't impressive. Over the last decade, Apple has generally reported as many quarters similar to the low growth in FQ3'22 as those in the boom times where revenue growth exceeded 10%.

AAPL data by YCharts

A few days after a quarterly report, an investor should start reviewing the updated analyst estimates to see how the numbers and management comments on the earnings call shaped future forecasts. Over the next few quarters, analysts again predict a period where revenue growth sees significant struggles.

Earnings Estimates page

Source: Seeking Alpha

The highest forecasted growth rate doesn't top 7% through the end of FY23 next September. Apple is forecast to see 2 quarters where revenue growth doesn't top 4%. After the tech giant just reported a quarter with revenues inline with analyst estimates at 1.9% growth, investors should start to see these numbers as solid. The period of smashing analyst targets during covid is officially over.

During the quarter, Apple saw Mac revenues decline YoY due in part to supply chain issues, but also due to strong covid pull forwards. The company got hit by the same problems as other tech companies where the massive growth from 2021 makes for tough comps in 2022.

Mac revenues for the quarter were $7.4 billion, down 10% from last FQ3. The new M1 and now M2 chips provide the potential for an extra boost in Mac sales, but the product has long struggled to gain much traction due to price and enterprises entrenched with PCs. The FQ3'22 revenues bring Mac sales right back to the same level reached in FQ1'19.

Mac Revenue table

Source: SixColors

Due to the limited growth reported in the quarter, CFO Luca Maestri even felt the pressure to comfort shareholders with statements on the FQ3'22 earnings call to promote higher growth rates in future quarters:

Overall, we believe our year-over-year revenue growth will accelerate during the September quarter compared to the June quarter despite approximately 600 basis points of negative year-over-year impact from foreign exchange. On the product side, we expect supply constraints to be lower than what we experienced during the June quarter.

Priced For Perfection

The biggest problem with Apple is that the stock still remains priced for near perfection. The stock now trades at 26x forward EPS estimates despite not even reporting 2% revenue growth in the last quarter.

AAPL PE Ratio (Forward) data by YCharts

Microsoft (MSFT) has the same forward PE multiple after reporting 12.4% growth in the June quarter. Alphabet (GOOG, GOOGL) trades at a much lower PE multiple and the internet search giant reported the fastest growth of the tech giant group at 12.6%.

Both Microsoft and Alphabet have business models more focused on recurring revenue streams. Apple Services only grew 12% in the quarter further highlighting how such recurring revenues are very dependent on the growth of Products to drive faster growth.

Services growth

Source: SixColors

For Apple, Services only amount to ~24% of total revenues, yet the tech giant is already seeing these growth rates slow to similar rates as the companies with full business models generally more focused on recurring revenue streams. Microsoft is focused on business software and Alphabet digital adverting to generate fast growth rates for the whole businesses.

Apple remains a great company, but the business is still highly reliant on more cyclical product purchases boosted during covid. The tech giant could face years where consumers pause purchases of Macs and iPads after loading up on such tech gear during 2020/21.

Per CFO Luca Maestri, Services are forecasted to slow even further during the September quarter to the lowest growth rate at least in recent years:

Specifically related to Services, we expect revenue to grow but decelerate from the June quarter due to macroeconomic factors and foreign exchange.


The key investor takeaway is that Apple remains a great company, but the stock is disconnected from the genuine results reported by the tech giant. If Apple trades at 15x FY23 EPS estimates of $6.46 similar to the multiple applied to Meta Platforms (META), the stock would trade at $97.

My thesis remains that Apple will continue to trade flat to down for years, as investors eventually face the reality of the slow growth scenario at the tech giant.

Tue, 02 Aug 2022 07:21:00 -0500 en text/html
Killexams : AMPD Ventures says subsidiary Departure Lounge’s Metastage secures certification from Microsoft Mixed Reality Capture Studios

AMPD Ventures Inc (CSE:AMPD, OTCQB:AMPDF) announced that its subsidiary Departure Lounge’s Metastage Volumetric Capture Stage has received its certification to operate from Microsoft Mixed Reality Capture Studios. 

One of the highest resolution volumetric video capture stages in the world, the 6,000-square foot stage is now open for business, the company said. 

The stage features 106 12-megapixel machine-vision cameras to capture dynamic, ultra-high fidelity human performances using Microsoft’s capture technology and its Azure rendering pipeline. The three-dimensional holograms that are created can be placed into fully digital and blended reality locations, narratives, games, and experiences. 

“The Departure Lounge and Metastage teams have been working exceptionally hard over the last year to build and test the stage here in Vancouver,” Adam Rogers, VP Creative and Head of Studio at Departure Lounge said in a statement. 

READ: AMPD Ventures says its AMPD Technologies subsidiary enters C$1.8M binding memorandum of understanding with Unleash Future Boats 

“Receiving the certification is the final step in our buildout phase, and means we are now open for business as the official and exclusive provider of Microsoft’s world-leading volumetric capture technology in Western Canada,” he added. 

The Metastage Vancouver holographic capture stage is the nucleus of a synergistic set of technologies housed under one roof at the Departure Lounge studio. Departure Lounge is developing groundbreaking pipelines and workflows in virtual and immersive production to help facilitate the next generation of immersive content. 

The studio has already garnered significant interest from digital content creators in the area, with a steady stream of companies visiting the studio for preview tours and demonstrations. 

“I am exceptionally pleased that we are now Microsoft certified,” said James Hursthouse, CEO of Departure Lounge. “The SIGGRAPH 2022 Conference and Exhibition on Computer Graphics and Interactive Techniques will attract thousands of digital content creation professionals to Vancouver during the second week of August, and we’re excited to be able to welcome local and international visitors to our studio to witness the magic of holographic capture first-hand. We will be running open house tours throughout the week.” 

Steve Sullivan, general manager, Microsoft Mixed Reality Capture Studios, added: “We’re thrilled that Metastage Canada is now open for business, and we look forward to supporting Departure Lounge and Metastage in their mission to deliver the world’s premier volumetric capture solutions to customers in Canada and beyond.”

Metastage Canada is housed at the Departure Lounge facility on campus at the Centre for Digital Media in downtown Vancouver. Departure Lounge also offers cutting-edge markerless motion capture technology in partnership with, a film-production grade interactive LED wall in partnership with ARwall, as well as a team of creative professionals that develop applications showcasing the assets generated by the various technologies. 

Departure Lounge, which was acquired by AMPD Ventures in December 2021, is bringing together the experience and expertise of its founding team to develop a cohesive range of metaverse-focused technology and content opportunities, including a joint venture with 4D holographic capture pioneers, Metastage Inc, to bring their world-leading holographic capture platform to Canada. 

Metastage specializes in bringing the best of the real world into the metaverse. The company has holographically captured people (and animals) from all walks of life, including athletes and actors to executives and training instructors. 

AMPD is a next-generation infrastructure company specializing in providing high-performance computing solutions for low-latency applications. With state-of-the-art, high-performance computing solutions hosted in sustainable urban data centres, AMPD is leading the transition to the next generation of computing infrastructure as “the hosting company of the metaverse”. 

Contact the author at 

Tue, 02 Aug 2022 23:05:00 -0500 en text/html
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