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AAPL  // Posts tagged as "AAPL"

Tech Trends Premium: Automakers Plot to Block Data From Mobile Carriers in Digital Data Coup

Automakers Plot to Block Data From Mobile Carriers in Digital Data Coup Companies: AAPL, AMZN, DISH, F, GM, GOOG/GOOGL, T, TMUS, TSLA, VWAGY, VZ By: John Harrington Click here to download report (.pdf)   New Special Coverage Area: Called “the next trillion-dollar tech battleground” by sources, the fight to control data created during the “in-vehicle […]

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Tech Trends: Everyone Claims to be Cloud Ready—But They’re Not

Research Question: How has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT? Companies: AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Spotify Won’t See Big Revenue From Podcasts or Artist Services (SPOT)

Research Question: Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Companies: AAPL, AMZN, GOOG/GOOGL, NFLX, SIRI, SNE, SPOT, TME, VIVHY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) hugely overpaid in its recent acquisition spree for podcast assets, and […]

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Observers See an Ad-Supported Tier in Netflix’s Near Future (NFLX)

Research Question: What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? Companies: AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc. (NFLX) may not be able to rely on a strictly subscription-based model for much […]

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Roku At Risk of Getting Steamrolled by Amazon and Comcast (ROKU)

Research Question: Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth? Companies: AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Roku Inc. (ROKU) has only […]

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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 […]

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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, […]

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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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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 […]

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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 […]

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