AAPL // Posts tagged as "AAPL"
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 […]
No Roadblocks or Headwinds Will Slow Shopify This Year (SHOP)
Research Question: Will anything slow Shopify’s growth in 2018? Companies: AAPL, AMZN, BOX, CRM, EBAY, ETSY, ORCL, SHOP By: David Franklin Click here to download report (.pdf) Summary of Findings Growth is expected to continue this year for Shopify Inc. (SHOP) and its ecommerce customers as the company controls the SMB segment and has […]
Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)
Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) recent […]
Wearables Market Still Percolating But Fitbit’s Ionic Not Resonating (FIT)
Research Question: Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share? Companies: AAPL, ASX:CAT, FIT, FOSL, GOOG/GOOGL, GRMN, KORS, KRX:005930/005935 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Demand for basic wearables such as activity trackers should remain strong this holiday season, […]
Take It to the Bank: PayPal Continues to Shine (PYPL)
Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
Connect with Us!