Tag: AAPL

Is Bottomline Technologies (EPAY) Undervalued? A Comp to EPAY-owned Paymode-X Suggests “Yes”.<span class="badge-status" style="background:red">Premium</span> 

Is Bottomline Technologies (EPAY) Undervalued? A Comp to EPAY-owned Paymode-X Suggests “Yes”.Premium 

Hidden gems. One never knows when he or she may stumble upon such an asset. Paymode-X is one such example. Tickers mentioned in this note and/or podcast: AAPL, AMZN, AXP, BAC, EPAY, FB, FISV, GOOG, GPN, MA, PYPL, SQ, TFC, V A decade ago Bottomline Technologies (ticker: EPAY), acquired B2B payment network "Paymode-X" from Bank … Continue reading Is Bottomline Technologies (EPAY) Undervalued? A Comp to EPAY-owned Paymode-X Suggests “Yes”.Premium 

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BlackRock and Disney Have This in Common…

BlackRock and Disney Have This in Common…

The asset management game is all about Assets Under Management ("AUM"). The entertainment game is all about "IP". By the way, Bob Iger likes Bond. Asset Management & Entertainment Share a Hunger for Assets Over the past decade asset managers have shifted away from active management and alpha generation in favor of index funds and … Continue reading BlackRock and Disney Have This in Common…

Apple TV+

Apple TV+

We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable … Continue reading Apple TV+

Episodic Television Is the Key to Winning the Streaming Wars

Episodic Television Is the Key to Winning the Streaming Wars

Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars

Google’s Only Real AI Competition? China

Google’s Only Real AI Competition? China

How do you catch Google - the AI leader - if you are Amazon, Apple, Microsoft or any other Tech giant? Answer: You can't. However, China can. Amazon and Microsoft have partnered on machine learning ("ML"), with their joint ML initiative - Gluon. That's a start but at the end of the day, effective AI/ML/Deep … Continue reading Google’s Only Real AI Competition? China

AI’s Dark Side – They’re Listening

AI’s Dark Side – They’re Listening

Hear that? Someone is listening. In fact, they all are: Google, Microsoft, Amazon, even Apple (who has positioned itself as a privacy champion). AI - more specifically the neural networks that power voice assistants - are far from fully autonomous. Deep learning models require human assistance at this juncture. Fair. It is when companies do … Continue reading AI’s Dark Side – They’re Listening

When Companies Aren’t Led by Experts

When Companies Aren’t Led by Experts

Much was made of Apple's chief designer Jony Ive stepping down last week. Rightfully so. What does it mean when companies aren't led by domain experts? "He’s not just a designer. That’s why he works directly for me. He has more operational power than anyone else at Apple except me. There’s no one who can … Continue reading When Companies Aren’t Led by Experts

More Payments M&A Is A Reaction to A Shifting Landscape

More Payments M&A Is A Reaction to A Shifting Landscape

Innovation is the Mother of Disruption Global Payments (tkr: GPN), and Total System Services/TSYS (tkr: TSS), agreed to combine in an all-stock transaction valued at approximately $21.5 billion. One could argue that Global Payments and TSYS needed to merge to better compete with recent payment mergers, in particular Fiserv and First Data. However, what's the … Continue reading More Payments M&A Is A Reaction to A Shifting Landscape

Mobile & P2P Power Consumer Spend

Mobile & P2P Power Consumer Spend

We sifted through TSYS' recent 2018 U.S. Consumer Payments Study and extracted the highlights. You may view the slides below in PDF form by clicking HERE. To read the full report click HERE. Reach us with any questions at jmaietta@tek2day.com