There's so much noise. So much misinformation -- some well intentioned, some completely hack-like -- that makes it next to impossible for an otherwise intelligent person to come to conclusions firmly rooted in the company's history and modern reality.
Alongside eMarketer's most recent data showing an absolute explosion in mobile advertising revenue, I asked why isn't the much-hyped and feared
Spotify on the list somewhere near Pandora? Why isn't Spotify ahead of
(AAPL) or the slumping
(MM) like Pandora is? Why doesn't it lead
Twitter and trail
(FB) in the mobile race?
If you pay any attention at all, there's an obvious answer: Unlike Pandora, Spotify has lousy focus. The young, wily Daniel Ek seems to have not heeded Frankie Goes To Hollywood's advice: Relax! Don't do it! When you want to . . . Instead, he's looking for instant gratification. He can't hold back. He needs to pull the trigger now. And we all know, in both love and war, that's poor practice.Wednesday on Bloomberg West Pandora Co-Founder and Chief Strategy Officer Tim Westergren was in his best form ever. This video -- not much longer than a minute -- says it all so well: That's why Pandora wins. That's why it now owns a greater-than-8% share of all radio listening. That's why it dominates Internet radio. And that's why it shows up on the mobile advertising revenue list next to behemoths such as Apple, Facebook and Twitter. As Westergren explains in the Bloomberg video (and has explained countless times in the past), Pandora has always been focused on one thing: Redefining radio. Creating a better radio experience via a personalization and discovery engine, more than a decade in the making, that continues to evolve. Humans control the Music Genome Project, not computers. Part and parcel with this -- Pandora focuses on taking ad dollars away from traditional radio's $15 billion market.
Focus. An incredible focus. It's not on-demand. It's not doing video. It's not doing news, sports, weather, traffic and the farm reports. It's radio. You turn it on wherever you are and you hear the music you love, some stuff you want to "thumb down" and some stuff you have never heard before, but want to hear more of.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV