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Brett Huff of Stephens Inc. asks about the 60% growth in subscription and transaction revenue in Connectivity and how quickly the transition is to happen. $ACXM said it should mostly happen this year. On the $400MM GMS number on a trailing 12 month, about 30% of that is associated with first party GMS.
$GOOG’s Waymo accuses Uber of stealing its intellectual property. Startup Otto, which was recently acquired by Uber, also named in the lawsuit. Stage set for another dramatic legal battle!
We all knew $VALE CEO Murilo Ferreira was going out soon, but now I hear he has no idea who will succeed him!
$JCP, another traditional retailer that just shocked us with its biggest number of store closures.