AAPL // Posts tagged as "AAPL"
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 […]
IBM’s Watson Leaves the AI World Wanting (IBM)
Research Question: Is IBM’s Watson a marketing gimmick, or will it push the company to the forefront of the AI technology revolution? Companies: AAPL, AMZN, CMCSA, CRM, FB, GE, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, SIEGY, TSLA By: Seth Agulnick Click here to download report (.pdf) Summary of Findings IBM Corp.’s (IBM) Watson will not […]
Apple’s Best Bet: Integration and User Design, Not New Hardware (AAPL)
Research Question: Where are the best opportunities for Apple to reclaim its cutting-edge reputation? Companies: AAPL, AMZN, BIDU, DDAIF, ETR:BMW, F, FB, FCAU, GM, GOOG/GOOGL, HAR, KRX:000270, KRX:005380, KRX:005930, MSFT, NVDA, TSLA, TYO:6503, TYO:6752, TYO:7203, TYO:7261 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Apple Inc.’s (AAPL) smartest path to […]
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 […]
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