Apr 24, 2016 by Andrew TonnerSigns of Progress at Alphabet's MoonshotsWrecked by a recent wave of negative headlines, two important Alphabet executives recently tried to quell investors' and employees' concerns. Will it work?
Apr 24, 2016 by Andrew TonnerConflicting Views on Whether the Apple Watch 2 Will DisappointExpectations are high for Apple’s second-generation smartwatch, but one analyst sees a difficult year for the Watch.
Apr 22, 2016 by Andrew TonnerApple Inc's WWDC 2016: 3 Important Product Moves to WatchWith Apple officially announcing the dates for its next marquee product event, let's look at the hardware and software rumors about what Apple could have in store.
Apr 22, 2016 by Andrew TonnerLinkedIn's College Student App Has Huge Profit PotentailLinkedIn's efforts to engage an underserved segment demonstrates why the firm's long-term investment thesis remains as compelling as ever.
Apr 22, 2016 by Andrew Tonner2 Causes for Concern Ahead of Apple's Earnings ReportReports from a number of iPhone component suppliers signal that Apple’s upcoming earnings and guidance could prove disappointing.
Apr 22, 2016 by Andrew TonnerObama's "Unlock The Box" Endorsement Furthers The Growing Rivalry Between Alphabet against Comcast, Time Warner Cable, and AT&TAlphabet's efforts to disrupt a $20 billion industry just got an important endorsement as the cable industry cries foul.
Apr 21, 2016 by Andrew TonnerEveryone Wins in Box's Partnership With Amazon.com and IBMBox taps Amazon's and IBM's cloud infrastructure to drive its international expansion, in a rare situation where a rising tide indeed lifts all boats.
Apr 19, 2016 by Andrew TonnerAlphabet's African Training Program Is More Than CharityAs Alphabet and Facebook help spread Internet access and skills around the world, it's important to remember that such efforts are ultimately one part philanthropy, and another part savvy business.
Apr 18, 2016 by Andrew TonnerA GoPro Inc Game Changer? Risky Business Model Needs More Than Apple Designer Can OfferThe action camera leader achieved something of a hiring coup in luring away an Apple design veteran. However, investors should temper their enthusiasm over the move's potential impact.
Apr 18, 2016 by Andrew TonnerAfter 6 Years, Is the iPad a Disappointment?Apple's iPad sales haven't kept pace with once-gaudy expectations, but what does that actually tell us?
Apr 18, 2016 by Andrew TonnerAfter 10 Years, Amazon's AWS Could Be the Most Exciting Part of Its Business As Amazon's AWS product breaks the company's own growth records, plenty of evidence suggests the cloud business might be the company's most compelling long-term growth driver.
Apr 17, 2016 by Andrew Tonner2 Companies Threatened by Facebook's Live Video AmbitionsFacebook is employing new tactics in its efforts to challenge Twitter and YouTube for a greater share of users' attention.
Apr 16, 2016 by Andrew Tonner1 Critical Apple Catalyst This Analyst OverlooksThe potential negative effect of a slowing phone upgrade cycle could be more than offset by investors bidding up Apple stock in advance of the next iPhone.
Apr 15, 2016 by Andrew Tonner1 New Threat to Amazon.com Inc's International AmbtitionsAs Amazon vies for a greater presence in India's coming ecommerce boom, a recent government ruling makes the e-tail giant's prospects in the country slightly less clear.
Apr 15, 2016 by Andrew Tonner2 Signs Apple Inc's iPhone SE Might Flop in IndiaThere are reasons to doubt Apple's India strategy.
Apr 13, 2016 by Andrew TonnerMicrosoft Explores Self-Driving Cars With Toyota PartnershipAs its self-driving car business model continues to evolve, Microsoft teams up with Toyota to signal how its approach to this booming market will differ from the likes of Apple and Alphabet.
Apr 12, 2016 by Andrew TonnerAre There Any Silver Linings in BlackBerry's Soft Earnings?As BlackBerry continues to deal with its business evolution, investors need to dig beyond the surface headlines to understand the current state of affairs.
Apr 12, 2016 by Andrew Tonner4 Things to Know About Amazon.com Inc's Upcoming Kindle OasisAmazon will reportedly launch its latest Kindle in the coming days. And a leak has given us insight on what the Kindle Oasis might be like.
Apr 12, 2016 by Andrew TonnerFitBit Shipped 2 Million New Devices -- but What Does That Really Tell Us?Upbeat news about the Blaze and the Alta lit a fire under FitBit's struggling stock last month. But with the threat of a next-gen Apple Watch looming in coming months, is now really the right time to get behind the fitness band maker?
Apr 9, 2016 by Andrew TonnerIs Twitter's NFL Deal a Good One for Investors?As Twitter seals a high-profile deal with the National Football League, how should its shareholders be thinking about it?