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TYO:6758  // Posts tagged as "TYO:6758"

Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)

Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) has not […]

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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 […]

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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 […]

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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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Competition Continues to Gain on Taser’s Body Camera Market Dominance (TASR)

Research Question: Will Taser’s body camera and storage business continue to flourish despite its expensive products and increasing competition? Companies: AMZN, BOM:500530, DGLY, GPRO, HPE, HRS, IBM, LLL, MSFT, MSI, NTAP, SHE:002236, SHE:002415, TASR, TYO:6752, TYO:6758, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Taser International Inc. (TASR) faces […]

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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 […]

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Competition, Cost Catching Up to Taser As Share Loss Looms

Research Question: Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Companies: AMZN, BOM:500530, DGLY, EMC, HPE, IBM, LLL, LON:IND, MSFT, MSI, NTAP, QTM, SHE:002236, SHE:002415, STO:AXIS, TASR, TYO:6752, TYO:6758, TYO:7751 By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Rapidly growing and improving competition […]

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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 […]

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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 […]

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January Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, BBBY, BBRY, CMG, DISH, EXPE, FB, GOOG/GOOGL, KYAK, MCD, NFLX, NKE, OWW, PCLN, PNRA, QSR, RH, SKX, SIRI, TGT, TPE:2498, TRIP, TWTR, TWX, TYO:6758, UA, W, WEN, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) saw declining attendance for the first time […]

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