Archive for November, 2015

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TMT: 3Q Earnings – The Aftermath

3Q15 earnings season played out mostly, but not entirely, along the lines that we saw in 2Q and highlighted in our preview note from Oct 13. 1. Linear TV metrics were bad, but perhaps, not as bad as had been

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Quick Thoughts: QCOM – How Many Shoes are There to Drop?

QCOM traded off 9.4% on Wednesday after revealing that the South Korean government had opened an antitrust inquiry into the company’s patent licensing practices in the country. As we have seen with Qualcomm’s protracted negotiations with the Chinese government, even

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Monsanto – Left Out in the Cold?

As Monsanto takes visitors through its investor day this week, it does so in a very different environment than it has experienced previously. A story dominated for the last 15 years by innovation, high margins and industry leading growth, is

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TWTR: Beyond MAUs

The bull-bear tug-o-war over TWTR has been one sided, with the stock 40% off its May highs. Is it a buying opportunity or a falling knife? 5 key issues will determine the answer: 1. Can TWTR reaccelerate growth in registered

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Quick Thoughts: QCOM – Are We There Yet?

QCOM traded off 15% on Thursday, despite beating tempered expectations, after providing gloomy guidance for 1QFY16. For investors it was the same old story. Chipset shipments were ahead of expectations but down YoY on socket losses from the disappointing Snapdragon

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