Amazon's Ridiculous Holiday Quarter: By the Numbers (Morning Brew)

Amazon's Ridiculous Holiday Quarter: By the Numbers

Amazon

$87.4 billion: Revenue that beat estimates.  $3.3 billion: Net income that beat estimates. 798,000: Amazon’s global headcount after it added over 250,000 part and full-time employees over the holiday season. That's more than the population of Vermont.  150+ million: The number of Prime subscribers, up from 100 million in April 2018.   Four: After Amazon’s 11% stock surge in after-hours trading, it will eclipse $1 trillion in market cap today. There will be four public U.S. companies worth at least $1 trillion (the others are Apple, Alphabet, and Microsoft).  $93 billion: The market cap of UPS at the close yesterday. We only mention it because Amazon’s market cap rose more than $110 billion after it reported earnings. So it gained a UPS plus lots of Morning Brews.  Bottom line: Amazon’s heavy investments in shipping paid off during the holidays.

Hospital care in 2030 (Mckinsey video)

https://www.mckinsey.com/industries/healthcare-systems-and-services/our-insights/hospital-care-in-2030?cid=other-eml-nxn-mip-mck&hlkid=da4a32d984114bb2a2920dd803cc341b&hctky=2920544&hdpid=17262ba1-2d26-48ed-9046-7caebe19e757

Step aside smartphones, it's wearables' time to shine (Morning Brew)

Step aside smartphones, it's wearables' time to shine. In Q3 2019, global wearable shipments jumped almost 95% year-over-year to 84.5 million, per new IDC data. 

The breakdown: The earwear category led with 40.7 million shipments; wristbands had 19.2 million; and smartwatches took bronze with 17.6 million. The island of misfit "others" had 7.1 million shipments. 

• Popularity and price are inversely correlated. On average, smart earbuds are the cheapest. And smart wristbands cost less than smartwatches, which is one reason why devices like fitness trackers are still more popular (though that may change soon).

Market leader(s)

Apple had 29.5 million wearable shipments, up nearly 200% year-over-year. Thanks to the dominance of AirPods, Watch, and Beats, Apple captured 35% of the wearables market. 

• The rest of the top five by Q3 shipments: Xiaomi (12.4 million), Samsung (8.3), Huawei (7.1), and Fitbit (3.5). 

Bottom line: Wearables are Apple's game to lose. If spun out into a standalone company, AirPods alone could be one of the top 50 most valuable companies in the U.S. 

Kobe Bryant: The work is the dream (cbInsights)

The work is the dream   Basketball player Kobe Bryant — an amazing mix of talent and relentlessness. Even if you were not a basketball fan, it was Kobe’s work ethic that was most admirable. He was famous for arriving for 7 AM practices at 5 AM.   But the beauty of it all was that he loved the work.     It wasn’t actually work, as he described below.

Source: Inc

“How will you measure your life?” in which he takes many of his management concepts and applies them to evaluating how one lives

Cbinsights on Clayton Christensen If you have ever uttered the phrases “disruptive innovation” or “jobs to be done,” your thinking was influenced by Professor Clayton Christensen.     He significantly advanced the world’s thinking on management, strategy, competition, and technology. He’s greatly influenced us at CB Insights and many of our clients.   One of his works is an essay called “How will you measure your life?” in which he takes many of his management concepts and applies them to evaluating how one lives.     Like most of what he did, it is clear, cogent, and insightful. Here's a passage — the full essay is linked in The Blurb.

Source: Harvard Business Review

We’re at our happiest in our teens, and our happiness steadily declines until peak misery occurs at 47.2 years old.

From CbInsights Jan 29 2020

Hi there,   It’s official: the mid-life crisis is real.    Every country has a U-shaped happiness curve, according to former Bank of England economist David Blanchflower. We’re at our happiest in our teens, and our happiness steadily declines until peak misery occurs at 47.2 years old.   Apparently, that’s when we realize we won’t be able to achieve all of our aspirations. But then we get over it and begin to just enjoy whatever time we have left.     Cheers to that.

sticking with one employer

The idea of sticking with one employer for their whole lifetime appalls most younger people, even though this model wasn’t uncommon just a generation ago. OECD figures show that employees in Italy are the OECD’s most loyal, on average spending 12.2 years with one employer. Outside of Europe, workers changed their companies more frequently. In Brazil, they got a new job every 7.2 years, while in South Korea they stuck around only six years on average. Read more.

2020 healthcare predictions (fROM THE CBInsights Conference)

2020 healthcare predictions

Hi there, If you were at that healthcare conference last week, I hope you’ve fully recovered from all of the information thrown at you and the miles of walking around the streets of San Francisco. A little recap on our conference experience further down.   But first, we want to unveil the survey results from a few weeks ago. In the survey, we asked for your opinions on how healthcare could be disrupted in 2020. We had 855 responses (percentages are rounded). Here are the results. Amazon & Google are neck and neck For the second year in a row, Amazon prevailed as the tech giant that may have the biggest impact on healthcare. However, it won by smaller margins than last year, when it received 43% of the votes.

And Google went up. Last year, 28% of the voters found Google to have the most impact. This isn’t too surprising if you think about all of Google’s recent health moves within the last year, with announcements of key partnerships and acquisitions. If you want to read more about each tech giants’ strategies in healthcare, check out our explainers here. The most impactful tech in healthcare On the most disruptive technologies, 65% of you voted for artificial intelligence — seeing a jump from last year’s 55%. The remaining 4 categories all saw a decrease in votes compared to last year's results. This may be due to the ubiquitous nature of AI in the healthcare industry. While it has become somewhat of a buzzy term, we can’t deny that it has also dominated the conversation in healthcare this past year due to its broad applications throughout the industry.

You can read up on our research briefs on each technology and how they stand to disrupt healthcare here. Most at-risk for disruption Brick-and-mortar pharmacies came in at the most at-risk for disruption, with 33% of the votes. This aligns with some of the swift changes we’ve witnessed across the pharma supply chain. Especially as we’ve seen Amazon eyeing each part of that chain, harnessing its logistics capabilities and its growing base of Prime members throughout the country. As its brand, PillPack by Amazon pharmacy, continues to penetrate the market especially with key health insurers, the e-commerce giant may be able to disrupt this market at scale.

Hospital systems and insurance carriers nearly tied with 24% and 23%, respectively. This may be due to the rise of new solutions tackling gaps in both of these areas. Clients can check out how tech innovations could disrupt the hospita

GDP expenditures for R & D per Region

NSF

Stat: R&D spend in China grew more than 17% per year on average from 2000 to 2017, according to new data from the National Science Foundation. In the U.S., R&D spending grew over 4% per year during the same period.

How effective goal-setting motivates employees

https://www.mckinsey.com/business-functions/organization/our-insights/the-organization-blog/how-effective-goal-setting-motivates-employees?cid=other-eml-alt-mip-mck&hlkid=5131ea2eb42b4277b0d8a2ad8743e32a&hctky=2920544&hdpid=d533fe85-70df-4c1b-8ca5-41eb4a931488

Fake Milk, Real Money (Morning Brew)

BEVERAGE Fake Milk, Real Money

Califia Farms

Almond and oat milk producer Califia Farms has raised $225 million to expand its plant-based milk offerings and stop people from saying “melk.” Califia’s Series D punctuates a string of recent and upcoming fundraises for non-milk milk makers including Mooala and Eclipse Foods. Investors are going all-in on dairy alternatives because, excuse us for saying, cow’s milk has about the investment opportunity of a $47 billion coworking company. Annual cow’s milk sales fell to about $12 billion in 2019 from $15 billion four years earlier. Two of the largest U.S. dairy producers, Dean Foods and Borden Dairy Co., filed for bankruptcy protection in the last two months. Almond milk sales, on the other hand, climbed almost 6% to $1.4 billion in 2019, while oat milk sales surged 662% to $59.8 million, per Nielsen.  Zoom out: Investors are trying to recreate the magic of Beyond Meat, the first real commercial success among plant-based food alternatives. Shares are up almost 370% since Beyond’s May IPO.

Forbes - The Greek List 100+: Η δύναμη πυρός της ελληνικής οικονομίας (Capital.gr)

https://www.capital.gr/forbes/3404241/forbes-the-greek-list-100-i-dunami-puros-tis-ellinikis-oikonomias

The share of Americans who WFH increased to 3% in 2017

St. Louis Fed

Stat: The share of Americans who WFH increased to 3% in 2017 from 0.7% in 1980, according to a study from the St. Louis Fed. All hail the rise of remote work.

The last GE Man (The Economist)

https://www.economist.com/business/2020/01/11/the-last-ge-man?cid1=cust/ednew/n/bl/n/2020/01/9n/owned/n/n/nwl/n/n/eu/375381/n


The impact of GE managers as Leaders of other giant companies, per the economist

Cancer mortality rates in the United States see their largest drop in recorded history

have , according to a new report from the American Cancer Society, with the death rate dropping by 2.2 percent between 2016 and 2017. The finding is provided within the cancer group’s annual Facts and Figures 2020 statistical report, which highlights an average 1.5 percent mortality rate decrease in the last 10 years. Read more. Also worth a look... We're pleased when you use our infographics or follow us on Facebook. Best regards, Niall McCarthy Statista Content Marketing & Information Design Need infographics, videos, presentations and more in your corporate design? More Information Or get in touch: john.batten@statista.com +44 203 6081008

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The most popular smart devices

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How Couples Met. (Stanford U)

Francis Scialabba

This 2019 study from Stanford University shows how innovation in communications

Dr. Google Scores High on Cancer Screening

https://www.morningbrew.com/emerging-tech/stories/2020/01/03/google-claims-ai-breast-cancer-screening-outperforms-human-experts