AAPL // Posts tagged as "AAPL"
Tech Trends: Part 1: Data and Disruption Will Be Everywhere in 2019
Research Question: What areas of information technology will be the focus for making money in 2019? Which trends will present opportunity or pain in the industry? Companies: AAPL, AMT, AMZN, ARRS, CCI, CSCO, CTXS, DELL, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, PANW, PSTG, RHT, SBAC, VMW, ZAYO By: John Harrington Click here to download report (.pdf) […]
ADBE’s Creative Cloud Subscription Growth Will Continue Despite Intense App-Level Competition (ADBE)
Research Question: Will Adobe’s Creative Cloud continue to experience year-to-year subscription growth? Companies: AAPL, ADBE, ADSK, DASTY, DATA, GOOG/GOOGL, MSFT, PS, WIX By: David Franklin Click here to download report (.pdf) Summary of Findings Adobe Inc.’s (ADBE) Creative Cloud will continue to see growth in new subscriptions and individual application subscriptions into 2019 but […]
Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)
Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]
Comtech and Next-Gen 911 Industry Will See Slow Growth Until Funding Is Available (CMTL)
Research Question: Will Comtech’s next-gen 911 products continue to drive growth, or is the momentum from the rollout fading? Companies: AAPL, CMTL, CSCO, CTL, FTR, GOOG/GOOGL, MSI, T, VZ By: David Franklin Click here to download report (.pdf) Summary of Findings Comtech Telecommunications Corp.’s (CMTL) next-gen 911 and related products will experience demand and […]
Tech Trends: Big Wireless Bandwidth Will Feed the Giant Clouds
Research Question: How will businesses and organizations plan their next information technology moves given the introduction of very high-speed wireless mobile network access? Companies: AAPL, AMD, AMZN, ANET, BME:TEF, CSCO, DVMT, FFIV, GOOG/GOOGL, HPE, INTC, JNPR, LON:VOD, MSFT, QCOM, T, VZ By: John Harrington Click here to download report (.pdf) Key Findings New, very […]
Fitbit Likely to Get No More Than a Short-Term Boost from the Versa (FIT)
Research Question Will Fitbit’s Versa smartwatch lead a resurgence for the company? Companies: AAPL, FIT, FOSL, GOOG/GOOGL, GRMN, HMI, KORS, KRX:005930 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Fitbit Inc.’s (FIT) newest smartwatch, the Versa, does not appear to be a sustainable hit that can reverse the struggling device […]
Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)
Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]
Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)
Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]
Dropbox Will Be Hard-Pressed to Stand Out in a Crowded Field (DBX)
Research Question: Will Dropbox be able to grow its subscription base in a competitive cloud-storage market? Companies: AAPL, BOX, CRM, DBX, GOOG/GOOGL, MSFT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Dropbox Inc.’s (DBX) cloud storage and file sharing software does not stand out in terms of price or key […]
Report Update: Netflix Delivers Blow to Fox with Murphy Deal, But Is It Spending Recklessly? (NFLX)
Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]
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