Category Archive for "TMT"

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Quick Thoughts: Apple – A Frightening Glimpse of the Future

Quick Thoughts: Apple – A Frightening Glimpse of the Future –        While AAPL delivered an EPS beat and in line revenues, poor iPhone unit volumes, weakness outside of Japan/China, and cautious March guidance fuel serious questions of long term growth

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Quick Thoughts: AAPL, FB, QCOM, GOOG, and AMZN – 5 Beats This Week?

–          AAPL’s Monday report should easily top consensus of $14.09 EPS and $57.5B revenues on Japan fueled iPhone sales, but may just meet the rising whisper numbers. –          Expect a big top-line beat out of FB – strong market shift

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Quick Thoughts: It’s Not Your Father’s Microsoft

–          MSFT handily beat the 2QF14 consensus, delivering topline of $24.52B versus expectations of $23.68B and EPS of $0.78 versus $0.68, with strength across the board –          Earlier, Nokia posted a sequential decline in Lumia WP8 smartphones, likely emblematic of

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Quick Thoughts: Netflix – The Dream is Alive!

–        All good news from NFLX for 4Q – beats on subs and earnings, bullish guidance, aggressive plans for international expansion, and pricing tiers – drove the stock up 15%+ after hours –        Subs were up 36.5% YoY to 41.4M

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January 22, 2014 – Apple: Is Apple the New Microsoft?

The raft of new products launched at year-end have analysts bullish for AAPL’s FY14, and optimism may be well placed for 1H. Still, with high-end smartphones easing toward saturation, raging competition in tablets and dying PC demand, meeting expectations for

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Quick Thoughts: AT&T REALLY Doesn’t Like John Legere, and Other CES14 Thoughts

–        TMUS CEO John Legere was the star of the day – Big 4Q net adds, big talk on LTE speeds, and a big plan to kill his rivals’ lucrative family plans by paying early termination fees for churners –       

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January 6, 2014 – TMT: 10 Predictions for 2014

New Years is a time for predictions. Here are ten fairly controversial forecasts that we think are likely to be true for TMT in 2014, and that, if true, will make money for investors who play accordingly.

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Quick Thoughts: TWTR – Let the Haters Hate, I’m Still a Buyer … For Now

–        Given the dizzying pace of TWTR’s December run from $39 to more than $74, this pull back is understandable. Still, TWTR is poised to soundly beat consensus for quarters to come. –        4Q consensus expects a 32% seasonal QoQ

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December 11, 2013 – TMT: The Good, the Bad and the MEH

TMT: The Good, the Bad and the MEH We recently published research (“TMT: How the Mighty Can Fall”) detailing the trajectory of companies and market sectors that have been overtaken by innovation. Threats to incumbents typically take 4-6 years from

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Quick Thoughts: ‘Tis the Season to be Amazon

–          Amidst stories of tepid brick-and-mortar spending, on-line sales were up roughly 19% YoY for Thanksgiving and Black Friday, with mobile nearly 22% of total e-commerce. –          Sales from desktops were up 16% on Black Friday, compared to 43% growth

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