For more on the Tik Tok deal and the broader impact on big tech, let's bring in Jeffrey's managing director and senior technology analyst, Brent Th. Brent, great to have you with us. Um, we just got a number in terms of valuation, $14 billion for US Tik Tok.What's your take. That's massively undervalued. I think Carter said it well.Like, how do you buy a blender for a higher market cap. This is crazy. I mean, the numbers got to be wrong.Uh, it doesn't make any sense. The market cap of Snap is 14. the market ...

Welcome back to NextGen Investing. It's time to discuss our under 30 name today. That being Snap with a near 12% rally last week.So, an outperformer driven by some of the uncertainty of Tik Tok as well as some product innovation. But joining us now is George Tis, senior markets correspondent for the network for some more insight here where Snap, it's interesting to see the strength tied to Tik Tok. George, I don't know if I would necessarily read this as a good thing, but okay.Clearly the street is So, in r ...

RT Casey Craig (@gmcaseycraig)crypto creator platforms will only gigascale once they abstract away the raw financializationweb2 is sticky because it hides the moneythink gifted subs, roses, tiktok shop rev, adstiktok, twitch, etc normalized making monetization not “feel like money” ...

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One investor says Koah is "building the essential monetization layer for consumer AI." https://t.co/JeqBixBZLO ...

why are there so many alts on ct you ask?well that's because thanks to Zach's list we've realized that with the same amount of work you can create multiple personas on ct and monetize them.it's almost like working a second job but this is easier (thanks to gpt) and much much much more lucrative.your favorite list of 100 KOLs, 30% might be the same people and you won't even notice. ...

There's a lot of folks who say YouTube great as a quote unquote distribution platform. It is not great as an economic platform unto itself. Meaning the ability to solely monetize just off of the ads that the check that YouTube will send you is is not going to pay the bills. That what's going to pay the bills is you, you know, having a different kind, you know, an influencer deal on a brand talking about, you know, AG1 or whatever the the product is.And that that's really where the money is. Yeah, that's I m ...

The creator economy has long run on a model where views drive ad revenue.Chasing views forces creators onto a treadmill… churning out endless content, dumbing it down, and chasing algorithms.And they still don’t own their audience.The way forward is to monetise depth, not just reach. Building deeper connections with your community should be a real alternative — @pumpdotfun’s latest product improvements make this possible.Check it out and leave a review hereremus (rtrd/acc) (@remusofmars):A low-viewer pump f ...

RT Xeer (@Xeer)buddy, before you quit your 9-5 because you got your first monetization payout on x, remember it’s backdated to 2023. you are not going to be getting this same amount every 2 weeks. https://t.co/1asFqh3JKB ...

Summary of Xperi (XPER) FY Conference Call - August 27, 2025 Company Overview - Xperi is a technology and solutions provider operating in markets such as connected car, pay TV, consumer electronics, and media platforms, leveraging brands like TiVo, DTS, and IMAX Enhanced [2][4] Core Business Segments 1. **Pay TV** - Xperi provides software and services to cable operators, including interactive programming guides and personalized content discovery [2][3] - Revenue model primarily based on subscriber fees from cable operators in North America and Latin America [3] 2. **Consumer Electronics** - Focuses on audio licensing through DTS, one of the major audio licensors globally [3] - Revenue generated from per unit licensing fees for embedding solutions in various devices [3] 3. **Connected Car** - Offers HD Radio, the sole digital terrestrial radio standard in North America, with licensing fees on a per car basis [4] - Recently developed AutoStage for in-cabin entertainment, targeting advanced advertising and monetization [4][15] 4. **Media Platform** - Developed TiVo OS for smart TVs, focusing on content aggregation and monetization through advertising [5][10] - The TiVo One ad platform connects smart TVs and set-top boxes to monetize consumer engagement [9][10] Growth Potential - The media platform segment is expected to drive significant growth, with a goal of reaching 5 million monthly active users and a $10 average revenue per user (ARPU) [14] - IPTV subscriber growth over 30% in North America and Latin America, with a target of 3 million subscribers by year-end [16] - New product Clear Dialogue, an AI-based dialogue enhancement technology, set to launch in the first half of next year [17] Financial Performance - Revenue for Q3 showed a decline due to minimum guarantees from the previous year, but operating expenses decreased significantly, leading to a slight increase in adjusted EBITDA year-over-year [24][25] - Cash flow is expected to be neutral for the year, with a revenue goal set between $440 million and $460 million [26][27] - Adjusted EBITDA margin target revised to 15-17% due to macroeconomic impacts [27] Strategic Outlook - Xperi aims to build a durable competitive position through its technology-centric business model, leveraging decades of expertise and channel relationships [30] - The company is focused on driving growth in media consumption and enhancing advertiser reach through its platforms [29][30] Key Highlights - Xperi has signed new OEM programs for AutoStage, expanding its footprint in the connected car market [15] - The company has added 80 new broadcasters to support HD Radio, enhancing its automotive ecosystem [15] - Continued relevance of DTS sound technology with contract renewals from major brands like Sony and TCL [16] Conclusion - Xperi is well-positioned for future growth across its diverse business segments, with a strong focus on monetization strategies and technological innovation [30][31]