Winners & Losers March 2, 2017

Attack of the Drones

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Winner: Facebook. As investors focus on Snap's IPO, Facebook dominates across the board, from revenue growth to ad spend.

Winner: Burrito lovers. Chipotle has slashed wait times for digital orders as it strives to lure back diners.

Loser: Snapchat. WhatsApp has become the latest member of the Facebook family to borrow its key features.

Winner: Drone makers. With every company getting into the drone game, from UPS to 7/11, we tested one out for ourselves.

Sources
0:10: Company Filings.
0:30: L2 Analysis of iSpot.tv, Pathmatics, and Visible Measures Data. http://bit.ly/2mxI4k0
0:38: 2016 Mobile App Report, comScore Mobile Metrics, U.S. Age 18+, June 2016. http://bit.ly/2mxI4k0
0:48: “Chipotle’s Digital Orders Are Getting A Lot Faster,” Fortune, February 2017. http://bit.ly/2mxI4k0
1:04: “Starbucks Debuts Voice Ordering,” Starbucks, January 2017. http://bit.ly/2mxI4k0
1:43: "Instagram Stories is Stealing Snapchat’s Users," TechCrunch, January 2017. http://bit.ly/2mxI4k0
1:44: "Instagram Just Cloned Snapchat’s Stories Feature to Get More People Sharing," Recode, August 2016. http://bit.ly/2mxI4k0
2:14: "Verizon Just Acquired a Drone Company," Recode, February 2017. http://bit.ly/2mxI4k0

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