Category Archive for "TMT"

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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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Car Tech: Silicon Valley Takes on Detroit

GOOG and AAPL have been investing in automotive technology hoping to disrupt nearly $2T in annual car sales, $4T in car related expenses and $1T in local transportation and delivery. According to reports, AAPL intends to follow TSLA’s lead with

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Quick Thoughts: TWTR: Jack’s Back, What Now?

After nearly four months of equivocating, the final hold out director on the Twitter board has finally capitulated and the company has announced what had already been discussed ad nauseam across its investors’ timelines – founder Jack Dorsey will be

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TMT: 3Q 2015 Earnings Preview

2Q15 gave powerful evidence to the tectonic plate shifts remaking the TMT landscape. Those change vectors will drive 3Q15 earnings as well, creating significant investment opportunities and risks. Specifically: 1) The deterioration of the linear TV model continues, fueling growth

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Smartphones: Mobile Maturity

The global mobile phone installed base has decelerated sharply this decade to roughly 3% annual growth, a pace that may be sustainable for a few more years. In this context, demand for new phones is already overwhelmingly driven by replacement

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Quick Thoughts: VZ – A Plateau Doesn’t Rise on the Other Side

VZ CEO Lowell McAdam – “While well-positioned for the future, Verizon’s full-year 2016 earnings may plateau at 2015 levels as the company manages near-term impacts.” These words at an investors’ conference yesterday morning hit the stock 2% in trading, although

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TMT: Paradigm Change Trumps Economic Risk

The late August correction hit TMT leaders hard, partially overshadowing 2Q15 numbers that evidenced the technology driven paradigm shifts that are transforming sectors across the economy and concentrating value toward TMT early movers with the necessary skills, assets, and scale

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Quick Thoughts: Move Along Citizens, Nothing to See Here

The traffic back from the Hamptons may have set a record Monday morning as the Dow opened down a shocking 1000 points on general squeamishiness catalyzed by another sharp drop in Chinese stocks overnight. TMT stocks, seen as risky with

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Video Media – The Cord Cutting Myth Gets Real

The death of the multichannel cable bundle will take years to play out, but investors were reminded of its inevitability by the signs of erosion from even the best regarded media players. TV viewing is in decline. Pay TV subscriptions

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Quick Thoughts: Google’s New ABCs

The announcement that Google would reorganize itself and take the name Alphabet had the ring of one of the company’s infamous April Fool’s pranks, posted to the same company blog used for the annual tomfoolery. The name itself is whimsical,

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