Nov 25, 2014 by Evan Niu, CFASamsung Facing Hard Truth as Samsung Galaxy S5 Sales Reportedly Badly Miss ExpectationsSamsung is considering an executive shake-up in the face of falling profits and market share. Was this fate always inevitable?
Nov 25, 2014 by Evan Niu, CFA2 New Ways Amazon.com Hopes to Challenge GoogleGoogle already considers Amazon its primary competitor in search, even though Amazon doesn't directly participate in Internet search. Still, Amazon could turn up the competitive heat with a video streaming site and a travel booking site.
Nov 24, 2014 by Evan Niu, CFA10 Million Reasons Why Activision Blizzard's "Warlords of Draenor" is a SuccessAfter many quarters of declining subscribers, World of Warcraft gets a big boost following the launch of the latest expansion pack.
Nov 24, 2014 by Evan Niu, CFAApple, Inc. Really Wants You To Use Beats MusicApple is reportedly interested in bundling its newly acquired Beats Music service in with future versions of iOS. That might lead to an initial spike in users, but can it last?
Nov 24, 2014 by Evan Niu, CFAWill Apple, Inc. Abandon Its Sapphire Dreams And Use Corning's Gorilla Glass 4?After Apple's sapphire partnership with GT Advanced crumbled spectacularly and publicly, the company is presumably going back to its current cover glass supplier Corning.
Nov 22, 2014 by Evan Niu, CFAWhy Apple's "Thermonuclear War" On Android May Be OverSteve Jobs once said he do whatever it takes to destroy Android. But Tim Cook might have a different opinion than his predecessor.
Nov 21, 2014 by Evan Niu, CFASplunk Jumps On A Rock Solid QuarterOperational intelligence specialist Splunk reports a strong quarter, hitting numerous records in the process. Are shares worth chasing higher?
Nov 21, 2014 by Evan Niu, CFACould Google's Latest Experiment Disrupt Itself?Contributor by Google is a way to directly support websites by paying a nominal monthly contribution. Could it change the ad-based Internet as we know it?
Nov 21, 2014 by Evan Niu, CFA2 Major Takeaways From Qualcomm's Analyst DayQualcomm hosts its annual analyst day, providing investors with important details about its mobile business.
Nov 20, 2014 by Evan Niu, CFAAt Long Last, Amazon.com Commits to Going GreenAfter years of resisting, Amazon has finally given in to pressure to use renewable energy for its cloud computing business. It's about time.
Nov 20, 2014 by Evan Niu, CFAYahoo! Scores Firefox From GoogleGoogle will no longer be Firefox's default search engine in the U.S. That title goes to Yahoo! starting in December. What happens next?
Nov 19, 2014 by Evan Niu, CFAIt’s Official: Samsung Knows It Makes Too Many PhonesSamsung is planning on reducing how the number of smartphones it releases next year by 25% to 30%. It's about time.
Nov 18, 2014 by Evan Niu, CFAAmazon.com Won’t Rely on E-Commerce ForeverAmazon Web Services may be a relatively smaller business for Amazon today, but that doesn't mean it has to stay that way. The e-commerce giant's cloud division may become its biggest yet.
Nov 18, 2014 by Evan Niu, CFACan “Facebook at Work” Make a Dent in the Enterprise?Facebook might be looking to get into enterprise software. That's a profitable sector, but it's rife with intense competition.
Nov 17, 2014 by Evan Niu, CFAWhy Twitter is Down Nearly 20% Over the Past MonthTwitter has had a roller-coaster week, but has lost almost a fifth of its value of the past month. Here's why, and where Twitter can go from here.
Nov 14, 2014 by Evan Niu, CFAAnother Way to Think of Apple, Inc.'s Business ModelUBS reiterates a "buy" rating on Apple while boosting its price target to $125. Analysts think Apple would get an even higher valuation if investors just thought of its business like a subscription model.
Nov 14, 2014 by Evan Niu, CFAXbox One vs. PS4: Microsoft Slowly Begins to Catch UpMicrosoft is approaching 10 million Xbox One sales. That's exactly 3 months after Sony announced a similar milestone for the PlayStation 4. But there's still a big difference.
Nov 13, 2014 by Evan Niu, CFACan Sprint Buy a Fix to Its Mounting Subscriber Losses?Sprint may be in talks to acquire wholesale partner FreedomPop, which has adopted a freemium model to wireless service. Does this acquisition rumor have legs?
Nov 12, 2014 by Evan Niu, CFAFacebook Messenger Now Has Half a Billion UsersDespite user backlash about being "forced" to download a separate Messenger app, the service is soaring in usage. Mark Zuckerberg is right to unbundle the big blue app.
Nov 12, 2014 by Evan Niu, CFAWhy Twitter Stock Skyrocketed TodayAt its first Analyst Day, Twitter outlines numerous strategies for future growth.