FB // Posts tagged as "FB"
Pinterest Has Brand Appeal But Remains a Second-Tier Ad Option (PINS)
Research Question: Is Pinterest poised to capture a greater share of ad budgets in 2021? Companies: AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SHOP, SNAP, TTD, TWTR, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Pinterest Inc. (PINS) is unlikely to see a major breakout in 2021 as advertisers continue […]
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) […]
RingCentral Can Fight Off Zoom With Pricing But Microsoft Looms (RNG)
Research Question: Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Companies: AEXAF, AMZN, AVYA, BTGOF, CRM, CSCO, EGHT, FB, GOOG/GOOGL, MSFT, RNG, T, TYO:4755, VG, VOD, VZ, WORK, ZM By: Seth Agulnick Click here to […]
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 […]
Apartments.com May See Small Boost With Increased Vacancies (CSGP)
Research Question: How will growing rental vacancies spurred by the lifting of eviction moratoriums and the potential end of federal unemployment stimulus affect Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, RP, Z/ZG By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) Apartments.com is expected to see some increase in […]
Chewy’s Sales Increase Sustainable; Autoship Sticky for New Customers (CHWY)
Research Question: Will Chewy’s recent strong sales trend continue as states begin to reopen? Companies: AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, FB, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The sales gains Chewy Inc. (CHWY) experienced during the COVID-19 […]
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 […]
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 […]
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 […]
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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