Tag: Apple

Our Favorite Topic: Scale

Our Favorite Topic: Scale

Examples of Technology Companies Operating at Scale Apple (ticker: AAPL): 1.4 billion active Apple devices. CoStar Group (ticker: CSGP): CoStar's platform tracks over 100 billion sqft of real estate inventory and more than $1.5 trillion of transaction activity.Facebook (ticker: FB): Facebook's messaging service - WhatsApp - has 2 billion users. Google/Alphabet (ticker: GOOG): More than … Continue reading Our Favorite Topic: Scale

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With Turmoil Comes Opportunity

With Turmoil Comes Opportunity

The Coronavirus has wreaked havoc on the markets. Valuations have come in across the board making things interesting. Here is a screen from our CEORater database. Click HERE for our summary valuation table. Apple (tkr: AAPL), Facebook (tkr: FB) and SS&C Technologies (tkr: SSNC) each trade below 20x EV/LTM Operating Cash Flow. Click any table … Continue reading With Turmoil Comes Opportunity

Disney’s Sudden CEO Change – What Does It Foreshadow?

Disney’s Sudden CEO Change – What Does It Foreshadow?

Disney CEO Bob Iger stepped down from his CEO post effective immediately and will remain Executive Chairman through December 2021. Bob Chapek has been named Chief Executive Officer. Our expectation was that Kevin Mayer - Chairman Direct-to-Consumer & International - would be named Mr. Iger's successor. Does this abrupt CEO change foreshadow a larger transaction? … Continue reading Disney’s Sudden CEO Change – What Does It Foreshadow?

AT&T Should Sell WarnerMedia

AT&T Should Sell WarnerMedia

AT&T's acquisition of Time Warner seemed like a good idea at the time. That is no longer true. Tickers mentioned: AAPL, AMZN, CMCSA, DIS, GOOG, NFLX, T, VZ AT&T's $85 billion acquisition of Time Warner seemed like a good idea when it was first kicked around a few years ago. AT&T would differentiate its fiber … Continue reading AT&T Should Sell WarnerMedia

ServiceNow to Go Vertical

ServiceNow to Go Vertical

ServiceNow (ticker: NOW) plans to take a vertical-specific, go-to-market approach under new CEO Bill McDermott. Banking and Telecom will be the first verticals introduced under a partner-led model. We Applaud ServiceNow's Vertical Orientation As Technology companies scale it becomes increasingly important to incorporate industry vertical domain expertise into product and service offerings in order to … Continue reading ServiceNow to Go Vertical

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 

Polaroid Day & “Polavision” Instant Video

Polaroid Day & “Polavision” Instant Video

We attended Polaroid Day at MIT Museum this weekend and were reminded of the genius of Edwin Land, co-founder of the Polaroid Corporation. "Like visiting a shrine" is how Apple co-founder Steve Jobs described meeting Land. Polaroid's Board did a great disservice to Land and his company. Film Forever Polaroid's original instant camera - 1947's … Continue reading Polaroid Day & “Polavision” Instant Video

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