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(MSFT, AMZN, GOOG) Enterprise Cloud Computing Vol 1
Passing along results from a new survey we ran on respondents who a) work at companies with 500+ employees who b) work in IT/engineering department c) use cloud computing services and have visibility into usage. Open Report:Bespoke - Enterprise Cloud Computing Vol 1...
(Covid, US) April Update | Inflection Points Abound
Passing along an updated read on our US covid and macro trackers. Please let us know if you have any questions. Open Report:Bespoke - US Covid and Macro Tracker (April) ICYMI:Bespoke - China Covid and Macro Tracker Key Takeaways: US Covid Consumers grew more...
(NFLX, DIS) Video Content Map Volume 10 | Tiger King and Ozark Dominate
Each quarter we ask all consumers what their favorite thing is to watch on TV is at the moment, and then we ask Netflix subscribers separately to tell us what their favorite thing is to watch on Netflix at the moment. We analyze the fill-ins and make a note of which...
(NKE, AMZN, Deliveroo, JE, etc) UK Retail Vol 6
Passing along an updated volume of our work on UK retail covering grocery, food delivery, online retail, footwear, and apparel. Please let us know if you have any questions. Open Report:Bespoke - UK Retail Vol 6 Key Takeaways: Covid is causing financial concerns and...
(DKNG) Daily Fantasy and Sports Gambling Report
With news of DraftKings imminent IPO, we wanted to share data from the last time we collected data on the topic. Please note that the last time we ran this survey was one year ago, in April of 2019. We plan to re-activate the survey this coming month and would be...
(PDD, JD, BABA, BILI, SBUX, LKCO) China | eCommerce, Casual Dining, Food Delivery, Streaming Video
Passing along three new reports from our China survey work. Please let us know if you have any questions about the reports. Open Reports: Bespoke - China eCommerce Vol 21Notes:Spending overall has been impacted, making eCommerce feedback mixed.PDD performed well in...
(AAPL) China Vol 20 | Desire To Support Domestic Increasing, Refresh Cycles Stretching
Passing along an update on our AAPL China work. Couple interesting longer-term trends to watch: 1) sentiment toward US and China relations is worsening, and Android owners who think relations are bad are digging in and becoming more loyal to Android. We saw more of a...
(Covid, Macro) India, Japan, UK | Concerned Consumers, With Spending Confidence Sequentially Down
Passing along some Covid related feedback and macro trackers from our surveys in India, Japan, and the UK. Please let us know if you have any questions. Open Report:Bespoke - Covid and Macro (India, Japan, UK) ICYMI: Bespoke - China Covid Breakdown (April)Bespoke - US...
(UBER, LYFT) Ride Sharing Vol 18
Passing along an update to our work on ride sharing apps in the US. Please let us know if you have any questions. Open Report:Bespoke - Ride Sharing Vol 18 Key Takeaways: All forms of transportation have seen declines in usage because of Covid and stay-at-home...
(Covid, China) Update | Some Inflections, Both Positive and Negative
Passing along an update to our China data on Covid, consumer sentiment, and sector specific / company specific trends. Please let us know if you have any questions. Open Report:Bespoke - China Covid and Monthly Trackers April Update Key Takeaways: Still concerned and...