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Quick Thoughts: Amazon and its investors don’t care about earnings

  –          Investors shrugged off Amazon’s unexpected 2Q13 losses in after-hours trading, shaving less than 2% from a stock that is up more than 25% since its 1Q13 report in April. –          Amazon sales were only in-line, although 22% top

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Quick Thoughts: Facebook and Qualcomm

  –          Facebook crushed consensus on 53% sales growth, accelerating from 38% in 1Q13, with mobile ads accounting for 41% of total revenues, all in a soft display advertising market. –          Mea culpa – FB may face big long term

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Quick Thoughts: Apple – The Glass is Only a Quarter Full

  – Apple beat modest expectations in a less than remarkable 3QFY13, with upside on revenues, EPS, and iPhone unit sales. Still sales were flat YoY and net profits were off nearly 25%. – iPhone units were 19% above projections,

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Quick Thoughts: Netflix’s Quarter – If you build it… they will watch

  –           NFLX Q2 sales were on target and EPS beat, but failing to hit 30M US subscribers and cautious Q3 guidance triggered a sell-off after the odd streaming video earnings call. –           The success of NFLX’s original content had

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Quick Thoughts: GOOG and MSFT Hit a Speed Bump

  –          GOOG and MSFT missed 2Q after beating 1Q, triggering a pull back, but more indicative of short-term issues than a change to their long term potential –          Google sales were strong – up 22% YoY adjusting for currency.

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July 17, 2013 – War on TV Part IV: The Biggest Pipe Will NOT Win

The first 3 parts of our “War on TV” series looked at how consumer electronics innovation, improving on-line content, and ad budget shifts are catalyzing a migration of viewers and revenues from TV. As the self-reinforcing cycle of viewers to

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July 2, 2013: The War on TV Part III – Reductio “Ad” Absurdum

War on TV Part III: Reductio “Ad” Absurdum As we have written in “War on TV” parts I and II, the next generation of consumer electronics will make it much, much easier for viewers to find and watch increasingly compelling

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June 19, 2013: The War on TV Part II – Streaming is Coming

  War on TV Part II: Streaming is Coming As we wrote last week, new devices are challenging for control of TV “Input 1”, aiming to put streaming on even footing vs. cable. However, even at a disadvantage, streamers are

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June 12, 2013: The War on TV – The Attack of the Boxes

New devices are stepping in front of TV set-top-boxes, wresting platform control of the living room from multichannel operators. The latest, MSFT’s Xbox One, raises the bar, delivering a powerful voice/gesture driven interface that puts on-line content on equal footing

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Quick Thoughts: Apple and Microsoft – “Not much to See Here, Please Move Along”

–          iOS 7 will look a lot cooler, but the functional improvements are pretty incremental. New devices will wait til fall, but nothing today suggests a game changer is coming. –          Apple’s default apps got some love – Mail, Safari,

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