Operating at the Intersection of Technology and the Capital Markets
Category: Phones
My, how things have changed with Apple's valuation. We compared AAPL today versus 2015 from a Revenue growth and valuation standpoint. Apple grew Revenues 33% in the June 2015 quarter (see table below for details). Today, Apple's topline is shrinking. Fed Funds was essentially at zero and the 10 year Treasury yielded half what it … Continue reading Apple: Now vs. Then
When Apple (ticker: AAPL) CEO Tim Cook takes the stage tonight at 8pm ET, recognize that there would be no Apple without co-founder Steve Jobs. There would be no iPhone... There would be no Mac product line... There would be no Apple Watch... There would be no Apple Services... There would be no new HQ … Continue reading The Next Steve Jobs?
We have folded our CEORater-related content under our TEK2day brand. TEK2day will publish more content to YouTube in the coming weeks. Our YouTube content won't necessarily be published as a TEK2day podcast. We occasionally publish our content to LinkedIn, but not all of our content. The best way to find our content is here at … Continue reading TEK2day: All Things Technology & Capital Markets-Related
Old habits are difficult to break, especially when it comes to technology usage patterns. Microsoft's control of OpenAI / ChatGPT has yet to pay dividends on the Search front. Recall that Microsoft incorporated ChatGPT into Bing search several months ago. Google - the Search and AI King - has yet to lose share to Bing. … Continue reading Google Search Has Yet To Lose Share To Bing
VisionPro - Apple's mixed reality platform is what's next for Apple. However, the price point needs to come down before the high-end headset becomes ubiquitous. Assuming the price point comes down over the next several years, Apple will need glue to reel customers in and to drive usage. That means Apple will need to heavily … Continue reading What Next for Apple?
Apple's Product Revenue has declined in 4 of the past 5 quarters on a year-over-year basis. iPhone sales have declined in 2 of the past 3 quarters year-over-year. This despite the fact that Apple devices get more expensive over time. Apple is no longer a growth company given its size and the maturity of its … Continue reading I Don’t Get Apple’s Valuation
Reading through WarnerBros Discovery's (ticker: WBD) financials... it makes lots of sense for WBD CEO David Zaslav to find a strategic partner. WBD is undersized in its direct-to-consumer ("DTC"), business - it needs more proprietary content and reach. WBD has approximately $47 billion in debt ($3 billion short-term, $44 billion long-term). An acquisition of Endeavor … Continue reading What’s Next For WarnerBros Discovery?
META's Threads traffic has fallen off after a strong start in early July (blue line in the chart below). Zuckerberg needs to focus less on jiu-jitsu and more on META's product portfolio. Source (HERE). Does META have world-class Product Managers? One look at each product and the answer is a resounding "NO!" Start there. Hire … Continue reading META, META You Can Do Better
Recall when Apple (ticker: AAPL), stopped reporting unit sales for its hardware products back in 2019? That's when Apple essentially admitted that it was no longer a growth company. I have a difficult time squaring Apple's muted unit growth with its valuation. Despite Apple's efforts to convince the world otherwise, it remains a hardware company. … Continue reading Apple’s Primary Driver Is Price Increases
Many media sites are quoting Cloudflare (ticker: NET) in their META versus Twitter articles (I've never seen Financial media so obsess over a private company as it does with Twitter). Specifically, Cloudflare's Radar product tracks Internet traffic across various usage metrics including usage by domain, geography, device type, user type (human/bot), etc. I question Cloudflare's … Continue reading I Question Cloudflare’s Data
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