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FB  // Posts tagged as "FB"

Esports: Oozing With Potential but a Long Road to Profits

Research Question: Where are the best moneymaking opportunities in the esports ecosystem over the next 12 to 18 months? Companies: AESE, AMZN, ATVI, DIS, DOYU, EA, FB, GME, GOOG/GOOGL, HEAR, LOGI, MNST, MSFT, MSG, TCEHY, TTWO, TWTR, UBSFF By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The surging popularity of […]

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Nvidia Has an Inside Track on the AI Inferencing Market (NVDA)

Research Question: How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Companies: AMD, AMZN, AVGO, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, TSM, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp. (NVDA) has carved out an early lead in the […]

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Tech Trends: IBM/Redhat “Five to Six Years Too Late” to Cloud Networking (IBM)

Research Question: What are the areas causing IBM and other networking incumbents the biggest problems in their attempts to regain growth at the start of 2020? Companies: AMZN, ANET, CSCO, DELL, FB, FFIV, IBM, JNPR, MSFT, VMW By: John Harrington Click here to download (.pdf)   Key Findings A private company—Canonical, via its fully supported Ubuntu […]

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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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Snapchat Is Gaining Followers Among Brands but TikTok Looms (SNAP)

Research Question: Will Snapchat become a “must-buy” for brand and direct response advertisers? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, SPOT, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Snap Inc.’s (SNAP) Snapchat is far from an essential element of most advertisers’ digital strategies, but its appeal to brands […]

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Vicor Could Be Vulnerable on Price and Supply Chain Concerns (VICR)

Research Question: Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Companies: AMD, AMZN, BELFB, FB, GE, GOOG/GOOGL, IFNNY, INTC, MPWR, MRAAF, MSFT MXIM, NVDA, ON, STM, TW:2308, TXN, VICR By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

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Microsoft’s Teams Is Becoming a Big Headache for Slack (WORK)

Research Question: Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Companies: CRM, FB, GOOG/GOOGL, LOGM, MSFT, NEWR, TEAM, WORK, ZM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Microsoft Corp.’s (MSFT) Teams communication software has closed the gap with Slack Technologies Inc. (WORK) to […]

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Pinterest Should Thrive As Awareness of Its Value Grows (PINS)

Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]

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Mar 21 2019 Real Estate, Services

Zillow Offers Will Dominate iBuyer Segment But May Alienate Many Premier Agents (Z/ZG)

Research Question: Will Zillow succeed in shifting its direction to the iBuyer market with its Zillow Offers product? Companies: BRK.A/B, FB, GOOG/GOOGL, INVH, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is on track to become the leading iBuyer because […]

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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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