Category Archive for "TMT"

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Quick Thoughts: Amazon lights a Fire under Apple and Google

–          AMZN’s $99 Fire TV is quite differentiated vs. rivals at similar price points (AAPL TV, Roku, etc), slotting in between the bare bones $35 GOOG Chromecast and $400+ Xbox One and PS4. –          Fire TV is well designed to

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March 26, 2014 – Facebook: Dream Until Your Dreams Come True

In its first year of trading, FB struggled to transition to mobile, delivering lackluster growth and failing to get back to its $38 IPO price. However, with its 2Q13, the company demonstrated a new ability to monetize its increasingly mobile

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Mach 2, 2014 – SaaS: After the Levee Breaks – Competition in Software

Web-scale cloud platforms, leveraging massive consumer applications, have dramatic cost and performance advantages over private data centers, stemming from their scale, scope, superior design, and world-class computer science skills. These advantages, which already allow the top cloud operators to deliver

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Quick Thoughts: Netflix and Comcast – Friends with Benefits

– Netflix and Comcast’s multiyear peering deal comes as a surprise, amidst reports that broadband distributers have been hampering streaming performance. – Comcast’s proposed merger with TWC likely gave it an impetus to be on its best behavior under regulatory

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Quick Thoughts: Facebook Buys More Users and Usage

–          At $19B in cash, stock and future stock grants, FB is paying more than 10% of its enterprise value for WhatsApp, its 450M monthly active users and 55 employees. –          Strategically, WhatsApp is a great fit, with extremely strong

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Quick Thoughts: Kabletown Gets Serious

–          CMCSA is SERIOUSLY understating the approval challenges for its TWC deal –DOJ and FCC are philosophically opposed, Hollywood and Silicon Valley can offset its political clout –          Combined, CMCSA/TWC passes 60% of US households, and has 37%+ of broadband

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February 5, 2014 – Google: King of the Kloud Krewe

GOOG dominates the booming digital ad market – we expect Search, YouTube, local, AdSense, and other initiatives to keep the company in front, even with the shift to mobile, social and video, and in the face of able challenges from

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Quick Thoughts: Twitter – Yes, but …

–        The good news: TWTR blew out 4Q sales and EPS on HUGE ad sales – sales/month/user up 50% QoQ and 72% YoY – turning an unexpected profit and raising guidance well above consensus –        The bad news: Investors are

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Quick Thoughts: Google and Amazon – Advertising? Good. Retail? Not So Much

–          GOOG satisfied investors with a top-line beat, despite its MOT-driven EPS miss. AMZN tripped on both sales and earnings, evidence of a weak environment and delivery partner problems –          GOOG ex MOT was strong – sales up 22% YoY,

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Quick Thoughts: Facebook, Qualcomm and Google – Today Was a Good Day

–          FB and QCOM answered critics with strong 4Q earnings. FB showed outstanding execution in a frothy digital ad market and QCOM showed a low-end mix shift won’t scuttle profitability. –          Mobile, social and video drove big on-line ad spending

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