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AAPL  // Posts tagged as "AAPL"

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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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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