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AAPL  // Posts tagged as "AAPL"

PTC Is Well Positioned in IoT and AR But Growth Remains Far Off (PTC)

Research Question: Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Companies: AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAP By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings PTC Inc. (PTC) […]

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Tech Trends: IT at the Office: There is no Road Back

Research Question: Is fast mobile broadband poised to permanently damage the office industry and the companies that sell information technology into fixed locations? Companies: AAPL, AMD, AMZN, BXP, CMCSA, COMM, CSCO, CTXS, DELL, DISH, EQIX, GOOG/GOOGL, IBM, MSFT, T, TMUS, VNO, VZ, XLNX By: John Harrington Click here to download report (.pdf)   Key Findings Fast […]

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Strong Demand Will Sustain LivePerson’s Growth, Provided They Innovate (LPSN)

Research Question: Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Companies: AAPL, AMZN, ASAI.ST, CRM, FB, GOOG/GOOGL, IBM, LPSN, MSFT, NUAN, ORCL, PEGA, PLTR, SPT, TWLO, ZEN By: David Franklin Click here to download report (.pdf)   Summary of Findings LivePerson Inc. (LPSN) can sustain and build […]

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Tech Trends: While Others Think Quarters, Nvidia is Thinking Years (NVDA)

Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]

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Tech Trends: 2021: The (Re-)Rise of Communications Infrastructure

Research Question: What critical infrastructure will be needed to create wireless for smart applications everywhere and near-universal access to the Internet, regardless of geography? Which companies are in position to provide it? Companies: AAPL, CIEN, CMCSA, COMM, CSCO, DY, ERIC, GLW, HPE, IBM, NOK By: John Harrington Click here to download report (.pdf)   Editor’s Note: […]

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Global Payments Inc. Positioned for Growth as Economy Recovers (GPN)

Research Question: Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Companies: AAPL, ADYEY, FIS, FISV, GOOG/GOOGL, GPN, JPM, KRX:005930, PYPL, SHOP, SQ By: David Franklin Click here to download report (.pdf)   Summary of Findings Global Payments Inc. (GPN) is both benefiting from and challenged by COVID-19-related payments […]

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AMD’s Data Center Fortunes Are Soaring at Intel’s Expense (AMD, INTC)

Research Question: With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Companies: AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454 VMW By: Seth Agulnick Click here to download report (.pdf)   Summary […]

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PayPal and Square Getting Boosts From COVID-19 Payment Trends (PYPL, SQ)

Research Question: Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Companies: AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

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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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