Operating at the Intersection of Technology and the Capital Markets
Tag: iPhone
META's value proposition to Ad Buyers was permanently impaired by Apple’s implementation of permission-based Ad tracking which has negatively impacted META's price per ad metric for almost two years (see chart and table below). Further adding to META's Ad woes, Google will phase out third-party cookies next year and replace them with its Privacy Sandbox. … Continue reading META’s Ad Problem
One of my favorite features of Google's Pixel phone is that it is easy to repair. Apple's iPhone has multiple points where the screen connects to the circuitry. This creates repair complexity. Google's Pixel phone has a singular connection point between the display and circuitry. This makes for a simple repair (assuming you have the … Continue reading DIY Repair Google’s Pixel Phone
Apple's (ticker: AAPL), advertising revenue playbook may look something like this two-step plan: 1.) Provide Apple customers with the ability to turn off targeted advertising via their iPhones (Apple's ATT initiative HERE); 2.) Once the competition (Meta Platforms, Snap, Google and others), has been dealt a significant advertising revenue blow, subsequently insert Apple targeted ads … Continue reading Apple’s Ad Business Is About To Get Bigger
Apple (ticker: AAPL) reports earnings this week, which got me thinking about former Apple co-founder and CEO Steve Jobs. In October it will have been 11 years since his passing. There likely will not be another Technology CEO in my lifetime that will get as much out of his/her employees as Jobs got out of … Continue reading There Will Never Be Another Steve Jobs
It is only logical that the leading smartphone company (Apple) and the leading AI company (Google) are increasingly designing more of their own silicon which is optimized for each company's respective products and services. Tickers mentioned: AAPL, AMZN, AVGO, GOOG, INTC, QCOM, SWKS Think of the iPhone and Google's Pixel phone. Every feature, every application, … Continue reading Platform Companies Will Increasingly Design Proprietary Silicon
A digital currency world is coming. The 2022 Beijing Olympics will operate via a digital RMB for local attendees and may include digital cross-border payments as well. Our Federal Reserve is experimenting with digital currency. Both Fed Chair Powell and Treasury Secretary Yellen have talked down Bitcoin and said the U.S. will move slowly with … Continue reading Square, PayPal, and Apple Will Dominate A Digital Currency World
Alphabet, Amazon, Apple, Facebook and Microsoft each grew headcount in 2020 with all but Alphabet accelerating headcount growth. Big Tech has a hunger for software engineers, architects, designers and data scientists. These skilled employees are working to scale sophisticated cloud platforms, applications and services that increasingly leverage advanced automation and analytics powered by artificial intelligence/ … Continue reading Big Tech’s Hunger For Talent
For our inaugural CEO Hall of Fame class we selected CEO Hall of Fame members largely based upon their contribution toward building their respective companies as well as creating long-term shareholder value. Our selection process included a variety of quantitative and qualitative elements including financial operating performance, total stock returns, longevity, innovation, corporate governance and … Continue reading The CEORater CEO Hall of Fame Class of 2020
While the iPhone is an over-priced commodity, it is a key strategic component of Apple’s growth strategy. Apple missed on its Content business strategy but Apple Pay/Card and Apple Health are long-term growth opportunities. Will Apple capitalize? Our overview of Apple’s business follows. Premium Article $9.99. Word count 805. Hardware Focusing on phones, the iPhone … Continue reading How We View ApplePremium
The iPhone Is A High-Priced Commodity The iPhone is little more than a high-priced commodity at this juncture. There is little differentiation between it and lower cost alternatives (OnePlus for example) both from a design and feature functionality standpoint. However, with 2 billion-plus devices in circulation, Apple's future does not rest exclusively with new device … Continue reading Apple Should Double Down on Apple Health NowPremium
You must be logged in to post a comment.