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AAPL  // Posts tagged as "AAPL"

Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]


Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]


Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]


Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]


Jun 22 2016 Entertainment

Pandora Is Stepping into a Minefield with Its On-Demand Service

Research Question: Will artists and record labels cut reasonable direct license deals with Pandora so that it can become a broader platform and grow listener hours? Companies: AAPL, AMZN, GOOG/GOOGL, P, TYO:6758, VIVHY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will be able to get […]


May Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, BRK.A/B, BWLD, CAR, CCL/CUK, CMG, COH, DECK, DIS, DNKN, DPZ, EXPE, FIT, FRA:PUM, HABT, HTZ, JACK, KATE, KORS, MCD, NCLH, NDLS, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, RCL, SHAK, SKX, SONC, TRIP, UA, VFC, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Coach has taken […]


PayPal Use to Grow Among Consumers, Merchants Based on Recognition, Reliability

Research Question: Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by recent developments with Apple Pay and Amazon Payments? Companies: AAPL, AMZN, AXP, DFS, FB, FDC, GOOG/GOOGL, HPY, KRX:005935, MA, OSTK, PYPL, SQ, TWTR, TYO:4755, V, WFC By: Reverdy Johnson Click here to download the report (.pdf) […]


Sony, Samsung Among Early Leaders in the Race for VR Profits

Research Question: As virtual reality hits the mainstream market, which hardware makers, software developers and content creators will emerge as the winners? Companies: AAPL, ADSK, AMD, AMZN, EMAN, FB, GOOG/GOOGL, GPRO, HKG:0700, KRX:005930, MSFT, NOK, NVDA, NYT, TPE:2498, TYO:6758, TYO:7751 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings HTC […]


Mar 07 2016 Communications, Technology

The Priv Will Not Be a Game-Changing Phone for BlackBerry

Research Question: Is the Priv a game-changing smartphone for BlackBerry? Companies: AAPL, BBRY, GOOG/GOOGL, IBM, KRX:003550/003555, KRX:005930/005935, MOBL, MSFT, SHE:002502, TPE:2498, TYO:6758, TYO:6971, VMW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The new Priv smartphone will not be a game changer for BlackBerry Ltd. (BBRY), according to 13 […]


IBM Rises Into Mass-Scale Cloud Capability

Research Question: What will be the effects on the data center colocation and cloud hosting sectors as the major U.S. telecoms pull out of data center ownership and cloud management businesses? Companies: AAPL, AMZN, CONE, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, QTS, RAX, T, TYO:9432, VZ, ZAYO By: John Harrington Click here to […]