hmm. McDonalds has an agreement with Taylor for ice cream machines that are seemingly designed to break down and incur maintenance costs. Presumably franchise owners are not going to be ok with this (from what I saw in the vid) and if this goes even more viral it is extremely bad PR for a company that has a monopoly on fast food ice cream. And lastly, 25% of their revenue is from repairing these machines.
Everybody must be going after McDonald's and their ice cream machines because I read this article on Wired a week ago : https://www.wired.com/story/they-hacked-mcdonalds-ice-cream-makers-started-cold-war/
I read about half the article and I believe the device is also referenced in the video. I’d also like to say I’ve never had McDonald’s ice cream nor a desire to have any lol
Who goes to McDonald's for ice cream??? Everyone knows Wendy's Frostys are where it is at (if there is no DQ nearby).
that is referenced in the video a few times also the same company makes (a different model) for wendys and theirs rarely go down. just sayin haha
i heeded your warning about FB's ad revenue. sold 2/3 of my FB 290/325 CALL spread for a nice profit this AM; and, for the remainder 1/3, decided to ride out the ERSduring the ERS, FB reported beats on all estimates and raised guidance. its ad Rev for Q1 was outstanding, the revenue per ad delivered was the highest ever. the stock price rocketed ~ > 20 pts after hours fwiw, after the blow-out ERS, FB was trading above 328 during after hours, completing the handle to the coffee cup, ready for take-off
It wasn't surprising that FB blew out earnings although ngl it was impressive how much they beat expectations. Advertisers have been front-loading their ad spend in Q1 in anticipation for the IOS14.5 change and ad pricing has been expensive the past 1-2 months relative to historical norms. Also I wouldn't be surprised if FB cooked their books in addition to that to make their Q1 look super strong because they're expecting the IOS14.5 hit in Q2.
If ad spend shifts because of this, who are the future beneficiaries? @Ziggy where will you be spending your $?
wow, video was very well made. not shorting, if anything this is a good reason to go long for that sweet ARR.
yeah i have never heard of that guy or watched one of his vids. cable tv/news is in trouble. that is generally more interesting and well done than anything at least to me on tv "news" wise.
I was not at all surprised by Facebook doing well QTR 1. Surprised by just HOW WELL, sure. It was the mid-term (not short or long) I was worried about. The question being - what happens after all of this iOS stuff? It cant be good. Sure they can eventually adapt, they have the resources, but... it's going to hurt in the meantime. I'm looking at going to Trade Desk (from Google Double Click) but they too are running into issues with privacy changes. I don't normally follow the advertising forums, but I took a glance at Reddit, it looks like a lot of FB advertisers are taking big hits this week (and also last week as beta tests might have been ongoing behind the scenes).
just because they describe "Advertisers have been front-loading their ad spend in Q1 in anticipation for the IOS14.5 change" as "revenue per ad released" has been the highest in FB's history
