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Jun 21, 2018
06/18
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probably good, it seems to me, for shopify and adobe, who serve as this layer, just having bought magentomerce. i'm wondering if you are a retailer right now, trying to navigate this space and maybe you don't want to go straight into the arms of amazon, fulf l fulfillment by amazon to get their solution, to you go to one of those other platforms i just mentioned and are they likely to get a big booming business from this >> look, here is the reality amazon today controls almost two-thirds of the search for products that are bought over the internet people don't go to google first. they go to a.mazon first when they want to buy a product if you're not on the amazon marketplace you're invisible to a high degree of search volume for products secondary inflation is to compete with them on their marketplace. they are a distant second to amazon, one-tenth of their size. go on to google quite heavily and pay an arm and a leg for tear search terms and pla listing to compete in the end you really have to be everywhere to be a retailer in the future, including your own website selling direct to cus
probably good, it seems to me, for shopify and adobe, who serve as this layer, just having bought magentomerce. i'm wondering if you are a retailer right now, trying to navigate this space and maybe you don't want to go straight into the arms of amazon, fulf l fulfillment by amazon to get their solution, to you go to one of those other platforms i just mentioned and are they likely to get a big booming business from this >> look, here is the reality amazon today controls almost two-thirds...
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Jun 14, 2018
06/18
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experience segment, talked about what he said was strong brooki ibookings and imagine gejengent, magentought, saying that's going to make them the only company with leadership in content creation, marking advertising, analytics and now commerce says magento will close next week >> despite tonight's move, check out the cloud stocks all flying high. adobe and amazon have 47%. all up double digits as well your best bet in the tech, in the clouds here? >> yes, look, i love the story i mean, i love the cloud space in general i think it's really an expectations miss if you will. it doesn't derail the narrative here the narrative is strong. i look at it and say the sector's incredibly strong right occurring revenues that these companies are able to achieve now versus licensing revenues that shift in the model has been powerful and i think it continues. i would be a buyer of any weakness on this print and in the other sectors as far as -- or any of these other names. >> not all cloud stocks are created equally. some sell software in the cloud through subscriptions and others operate actual cloud
experience segment, talked about what he said was strong brooki ibookings and imagine gejengent, magentought, saying that's going to make them the only company with leadership in content creation, marking advertising, analytics and now commerce says magento will close next week >> despite tonight's move, check out the cloud stocks all flying high. adobe and amazon have 47%. all up double digits as well your best bet in the tech, in the clouds here? >> yes, look, i love the story i...
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Jun 22, 2018
06/18
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what companies are doing acquisition wise trying to deal with things like taxes, avilara, adobe, magento what do you think is happening here and what's it extra teenstl going to take for companies to succeed? >> i think it's a mixture. just look at the success this year of restoration hardware in sonoma right there they have both strategies and both those stocks have done well both investors have woken up to the businesses aren't going away because of amazon. we think that, you know, it's a mixture. you want to be able to go to amazon and order things. you also want to be able to walk into bhowhole foods and pick something up for your family on a short-term basis as it relates to what adobe is doing, we think adobe was late, sales force.com was early with demandware it's a long overdue acquisition that they needed you're looking for something you actually want to transact. we think adobe is a great stock from here and grinds higher. we're positive about what they're doing to capture that on the channel opportunity. >> before we let you both go, youssef, we've seen faang continue to power
what companies are doing acquisition wise trying to deal with things like taxes, avilara, adobe, magento what do you think is happening here and what's it extra teenstl going to take for companies to succeed? >> i think it's a mixture. just look at the success this year of restoration hardware in sonoma right there they have both strategies and both those stocks have done well both investors have woken up to the businesses aren't going away because of amazon. we think that, you know, it's...