Oct 27, 2017 by Evan Niu, CFAWhy Super Micro Computer Shares Fell TodayPreliminary fiscal first-quarter results did not impress, as costs came in higher than expected.
Oct 27, 2017 by Evan Niu, CFAFacebook Workplace Starts Making Enterprise InroadsThere's always money in the enterprise.
Oct 27, 2017 by Evan Niu, CFAYou're Still Not Appreciating Amazon Web Services EnoughIt's not just about sheer profitability, but also the rate at which Amazon can invest in itself.
Oct 26, 2017 by Evan Niu, CFA1 Analyst Believes Apple, Inc. Has Overcome iPhone X's Face ID BottlenecksThere will be several data points that investors should watch over the next week to glean insights into the production ramp.
Oct 26, 2017 by Evan Niu, CFATwitter Is Finally Accepting What It Is -- and What It Isn'tCosts have come down meaningfully, potentially paving the way to GAAP profitability.
Oct 26, 2017 by Evan Niu, CFATwitter Has Accidentally Been Overstating Monthly Active Users for YearsOops!
Oct 26, 2017 by Evan Niu, CFAWhy GNC Shares Got Crushed TodayProfitability in the third quarter missed analyst expectations.
Oct 25, 2017 by Evan Niu, CFAAmazon.com Makes a Huge Step With Its Alexa PlatformThe e-commerce giant is testing out paid subscriptions for Alexa skills.
Oct 25, 2017 by Evan Niu, CFAWhy iPhone X Is Apple Investors' Worst Nightmare Come TrueAn iPhone launch can still flop, even if demand is strong.
Oct 25, 2017 by Evan Niu, CFAApple, Inc. Reportedly Compromised on Face ID Accuracy to Increase ProductionThe Mac maker denies any such allegation.
Oct 25, 2017 by Evan Niu, CFAWhy Manhattan Associates Shares Got Crushed TodayResults are expected to decline in the coming year.
Oct 25, 2017 by Evan Niu, CFAMore Evidence That Apple's $1,150 iPhone X Will Sell Well -- if Apple Can Build ThemThe 256 GB iPhone X is getting some strong indications of purchase intent.
Oct 24, 2017 by Evan Niu, CFASnap Spectacles Engagement Is Terrible, but We Already Knew ThatInvestors only care about the hardware business because CEO Evan Spiegel has pinned Snap's future on hardware.
Oct 24, 2017 by Evan Niu, CFAApple, Inc. Might Only Ship 20 Million iPhone X Units This YearThe Mac maker's holiday sales could suffer significantly from iPhone X production woes.
Oct 23, 2017 by Evan Niu, CFAThe Latest Sign That Google Will Challenge Amazon's Echo ShowEvidence continues to mount that the search giant is working on a Google Home product with a display.
Oct 23, 2017 by Evan Niu, CFASnap Built Way Too Many SpectaclesUnsold inventory has reportedly reached "hundreds of thousands" of units.
Oct 23, 2017 by Evan Niu, CFAGoogle Launches Pay With Google for the Mobile WebCan the new payment service put a dent in Apple's lead?
Oct 20, 2017 by Evan Niu, CFAThere Might Only Be 3 Million iPhone X Units Ready for LaunchA lot of customers are going to go home empty-handed on launch day.
Oct 20, 2017 by Evan Niu, CFAFacebook Deepens Partnership With PayPal With Messenger PaymentsMeanwhile, Apple Pay Cash's launch looms on the horizon.
