Tesla Fires Stock

Tesla’s ‘unrealistic expectations’

By on November 29, 2013 at 11:50 AM.

Tesla’s ‘unrealistic expectations’

Tesla Motors has had a rough couple of months. Shares hit an all-time high of $194.50 in late September, then concerns about the fires on the Model S crept up. Following that, third-quarter earnings were great, but concerns about selling more Model S units in the fourth-quarter hit the stock. Now, an analyst thinks Tesla’s woes aren’t just short term in nature, it’s a case of unrealistic expectations. More →

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Instagram Windows Phone Launch Analysis

Forget the botched Instagram launch: Windows Phone is on the march

By on November 21, 2013 at 11:20 AM.

Forget the botched Instagram launch: Windows Phone is on the march

Instagram is finally coming to Microsoft’s Windows Phone. Though the rollout looks to be sloppy initially, with several features not being available at launch, it’s an enormous opportunity for San Francisco-based Instagram, as well as Microsoft, given the growing popularity of Windows Phone. More →

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iPad Mini Retina Release

Retina iPad mini kicks Apple’s holiday assault on rivals into high gear

By on November 12, 2013 at 10:40 AM.

Retina iPad mini kicks Apple’s holiday assault on rivals into high gear

Well, it’s finally here. The iPad mini with Retina Display finally went on sale Tuesday, just 11 days after the iPad Air became available to consumers. Apple has outdone itself with both tablets, especially the iPad mini, putting a Retina Display screen, which adds bulk to the tablet, in a design that weighs just 0.73 or 0.75 pounds, depending on if you have the 4G LTE model or not. More →

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Facebook Q3 Earnings Analysis

Facebook’s fear comes into focus: Teens are fleeing

By on October 30, 2013 at 6:30 PM.

Facebook’s fear comes into focus: Teens are fleeing

Facebook’s third-quarter results blew out Wall Street expectations as the company earned $0.25 per share on $2.02 billion in revenue. Though it wasn’t quantified, there’s one number that’s scaring Facebook, and investors: teens using the service less. The company noted that ended the quarter with 1.19 billion monthly active users, 728 million daily active users. But a key segment, teenagers, are engaging with the service less. CFO David Ebersman said that while engagement from U.S. teens was stable from the second to third-quarters, he did note “We did see a decrease in daily users, especially among younger teens.” More →

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Apple Q4 Earnings Analysis

Reading between the lines: Get ready for an exciting 2014 for Apple

By on October 29, 2013 at 10:30 AM.

Reading between the lines: Get ready for an exciting 2014 for Apple

Monday night on Apple’s earnings call, CEO Tim Cook talked about new product categories in his opening remarks. While this isn’t new news, his further explanation hinted at what Apple could be cooking up next in Cupertino. “In terms of new product categories, specifically if you look at the skills that Apple has from hardware, software and services and at incredible app ecosystems, these set of things are very, very unique,” Cook said on the call. “I think no one has a set of skills like us and we obviously believe that we can use our skills in building other great products that are in categories that represent areas where we do not participate today. So we’re pretty confident about that.” More →

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Google Earnings Analysis

Motorola is still a huge drag on Google

By on October 18, 2013 at 12:40 PM.

Motorola is still a huge drag on Google

In light of Google’s big earnings beat on Thursday night, sending the stock surging past $1,000 to an all-time high, there was one major drag: Motorola. Kicking off the earnings call, CEO Larry Page hyped up the Moto X, which Google unveiled earlier last quarter. “Super fast and clean and the voice features are great,” Page said on the call. “While it’s still early days, Dennis and the team have already transformed Motorola’s product quality. Now they’re working to build out marketing and distribution.” More →

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BlackBerry Downfall Analysis

BlackBerry: Where it all went wrong

By on September 30, 2013 at 11:15 AM.

BlackBerry: Where it all went wrong

It’s not just about the second-quarter earnings which showed a near $1 billion write-down for unsold BlackBerry Z10 phones. It’s not about the fact that the BlackBerry PlayBook, the company’s first and only tablet offering, failed. It’s not about the fact that CEO Thorsten Heins, who took over Jim Balsillie and Mike Lazaridis, was stiff and never resonated with consumers, the media or investors. BlackBerry’s downfall stems from much more than that, going back six years. More →

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Apple iPhone 5s 5c Sales Announcement

Apple: What, us worry?

By on September 23, 2013 at 11:48 AM.

Apple: What, us worry?

Apple CEO Tim Cook, Senior vice president of design Jony Ive, and senior vice president of software engineering Craig Federighi all appeared in a BusinessWeek expose over the weekend, as the new iPhone 5c and iPhone 5s officially went on sale. With Apple selling over 9 million devices in its opening weekend, it looks like worries about innovation can be put to rest, for now. More →

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iPhone 5c Price Analysis

Why the iPhone 5c is cheaper than you think

By on September 16, 2013 at 11:00 AM.

Why the iPhone 5c is cheaper than you think

When Apple, announced the iPhone 5c and iPhone 5s at an event last week, many in the media, consumers, and Wall Street analysts were crying that the cost of the 5c, unsubsidized at $549, is too expensive. As with all things Apple, the devil is in the details. Apple recently started a in-store trade-in program, allowing users to trade in their older iPhones. By trading in your iPhone 4, 4S or even 5, Apple will give you a credit for your next purchase, as well as a store credit for any remaining balance. Obviously, the consumer has to agree to the deal, but most will probably agree for convenience sake. Starting at $99 with a two-year contract with any of the major U.S. carriers, a consumer could conceivably get the 5c for free, and then have enough store credit to purchase accessories, either a case, a dock, or ear pods. More →

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Tesla Disruption

Tesla is the wave of the future

By on August 30, 2013 at 1:25 PM.

Tesla is the wave of the future

Tesla Motors has been a controversial company ever since it came into existence nearly a decade ago. How could a company, based in Silicon Valley, revolutionize the auto industry, taking on the likes of Ford, GM and Chrysler and change the way people think about cars? Fast forward 10 years later, and it’s Tesla that is leading the car market when it comes to hype, execution and media buzz, and it’s not just about electric cars either. More →

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iPad 5 Rumor Roundup

iPad rumor roundup: Here’s what we ‘know’ so far

By on August 21, 2013 at 1:00 PM.

iPad rumor roundup: Here’s what we ‘know’ so far

There has been so much speculation, rumors and analysis on Apple’s iPhone 5S and iPhone 5C lately, it seems as if the iPad has been forgotten. Apple is the leader in the tablet market, and its “very busy fall,” according to CFO Peter Oppenheimer, could wind up seeing Apple extend that lead. Particularly, if it announces not one, but two new iPads as expected. More →

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iPhone 5S Rumor Roundup

iPhone 5S rumor roundup

By on August 12, 2013 at 12:00 PM.

iPhone 5S rumor roundup

Over the weekend, a solid report emerged revealing that the next-generation iPhone 5S will be unveiled on September 10th, as Apple gears up for a busy fall schedule. Judging by the rumor mill, the iPhone 5S may bring back some of the excitement Apple hasn’t seen in quite some time. In Apple’s most recent quarter, it announced that it sold 31.2 million iPhones, as it generated $35.3 billion in quarterly revenue. If the rumor mill is indeed accurate and Apple does launch a new iPhone with many of the oft-rumored features, it could surpass that 31.2 million units with relative ease in its next quarter. More →

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Amazon Earnings Analysis Q2 2013

Why Amazon is still smiling despite Q2 loss

By on July 26, 2013 at 2:00 PM.

Why Amazon is still smiling despite Q2 loss

Amazon has never given granular detail about its business, preferring to keep investors, analysts and the media as far away as possible from knowing the ins and outs of its operations. For investors and analysts alike, that’s okay. The Seattle-based retailer missed Wall Street expectations, losing 2 cents a share on $15.7 billion in revenue during the June quarter. Analysts were looking for Amazon to earn 5 cents a share on $15.73 billion in revenue. But despite the miss and the below revenue guidance, Jefferies analyst Brian Pitz raised his price target on Amazon to $350, citing operating income and consolidated segment operating income (CSOI) margins being better-than-expected. “This is now the 7th straight quarter operating income has exceeded the high end of guidance, despite continuing investments,” Pitz wrote in the note. More →

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