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AAPL  // Posts tagged as "AAPL"

SQ’s Cash App Carving Out Better Path to Profits Than PYPL’s Venmo (PYPL, SQ)

Research Question: Will Square’s Cash App upend PayPal’s grand plans for Venmo? Companies: AAPL, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SQ, V, WFC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The growth of Square Inc.’s (SQ) Cash App does not directly threaten PayPal Holdings Inc.’s (PYPL) Venmo, but Cash App […]


Tech Trends: U.K. Showdown Over Huawei Ensnares U.S. Tech Firms

Senior Technology Researcher John Harrington reports from the United Kingdom: Research Question: How will the U.K.’s fight between government and telecom carriers over the use of Huawei networking and wireless equipment affect the rollout of 5G? What are the stakes for U.S. technology firms in the outcome? Companies: AAPL, ACIA, AMZN, CSCO, ERIC, GOOG/GOOGL, INTC, JNPR, […]


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 […]


Turtle Beach Will Grow at a Slower Pace in 2019 vs. 2018

Research Question: Will Turtle Beach build on its 2018 sales breakout this year? Companies: AAPL, ATVI, EA, EPA:UBI, GME, HEAR, HKG:0700, HKG:1337, LOGI, MSFT, PLT, TTWO, TYO:6758/SNE, TYO:7974/NTDOY By: David Franklin Click here to download report (.pdf)   Summary of Findings Turtle Beach Corp. (HEAR) will experience strong but slower headset sales this year because […]


Profitability for PayPal’s Venmo Will Take Years But the Path Is There (PYPL)

Research Question: Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Companies: AAPL, AMZN, AXP, BAC, DFS, EPA:ING, FDC, GOOG/GOOGL, GRUB, JPM, KRX:005930, MA, PYPL, SQ, TCEHY, V, WFC, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Turning Venmo profitable will be a slow […]


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 […]