Companies

Live streaming has exploded over the past few years as a dangerous competitor to traditional broadcasting and content streaming. While platforms like Twitch, YouTube Gaming, Facebook Live, Mixer, and Caffeine have predominantly featured gaming content, they’re quickly expanding into other…

A few days ago, we saw interesting research from RBC Analysts forecasting Amazon’s Go stores to be a $4.5 billion business by 2021. RBC’s work aligns with our $50B estimate for the total automated retail space, implying a 9% share…

Here are 6 things we learned from Tim Cook’s interview on CNBC with Jim Cramer: Expect “new services” this year. As we’ve predicted, and in-line with expectations, we expect Apple to launch a new, branded video streaming service in 2019. The service will…

At Nvidia’s CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models from all major OEMs. The three key takeaways are: The company has shifted its CES focus back to gaming, with the new…

Apple and Samsung announced a partnership that will bring iTunes Movies and TV Shows, as well as Apple AirPlay 2 support to Samsung Smart TVs beginning this spring. iTunes users will be able to access their existing library and buy or rent…

We are publishing an updated Apple model. See the model here. Three quick observations: Following Apple’s update this week, we believe the Street remains slightly high for the balance of FY19. Specifically, Mar-19 overall revenue growth appears to be in…

Earnings misses are always a negative. While largely anticipated by the Street, the magnitude of Apple’s Dec-18 pre-announcement was a disappointment. It’s understandable that investors are piecing together what went wrong and its impact on the business longer-term — we…

Apple reissued lower guidance for the Dec-18 quarter (8% below Street expectations), citing soft iPhone sales in China as the primary driver of lower-than-expected revenue. Despite what will be a more complicated 2019 for the company, we believe the fundamentals…

Tesla reported Q4 production and delivery numbers fractionally (<1%) below Street expectations. Separately, the company announced they have reduced the price of all models in the US by $2,000. These developments are psychological setbacks for investors looking to gain confidence in…

I used to tease my dad for not wanting an EZ Pass, the express toll card for your car. He said he didn’t want the government to know where he was driving. It was none of their business. I told…

We believe the investing view on Apple is shifting to Apple as a Service. The news that Netflix is leaving the App Store is somewhat expected, given the company began testing alternatives to the App Store last summer. The move…

Tesla announced that Larry Ellison and Kathleen Wilson-Thompson joined the company’s board effective this past Thursday. We’ve hoped Tesla would add more independence and influence to its board and believe this announcement is a strong step forward to that end.…