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Apr 22, 2024
In this discussion, Jason Moser, a technology and consumer goods analyst, shares insights into the market's mixed signals as earnings season approaches. He explores CoStar's acquisition of Matterport, shedding light on its significance for real estate data. Sanmeet Deo dives into the allure of On Holdings, emphasizing their innovative running shoes and the impact of Roger Federer on their brand growth. The comparison with competitors illustrates On's challenge to achieve rapid expansion in the dynamic athleisure market.
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Cord-Cutting 2.0
- Cord-cutting 2.0, the rise of fixed home internet, is challenging cable companies.
- Verizon and T-Mobile are gaining subscribers, posing a potential threat to cable providers like Comcast.
CoStar Acquires Matterport
- CoStar is acquiring Matterport, a 3D tour company, for $1.6 billion, a substantial premium.
- This acquisition is a data play for CoStar, aiming to compete with Zillow and enhance its real estate data.
On Holdings' Appeal
- On Holdings' CloudTec technology, developed by a Swiss triathlete, blends comfort and performance.
- The unique design and influencer appeal have made On a popular lifestyle brand.