Jun 9, 2014 by Evan Niu, CFAApple Inc. Should Have Done What Google Wants To DoGoogle could be putting together a bid for Songza. Could Apple have saved a pretty penny by picking a smaller start-up instead of Beats?
Jun 8, 2014 by Evan Niu, CFAWill a Retina iMac Pay Off for Apple Inc.?Apple may be getting closer to launching Retina iMacs, even though that might not translate into revenue upside. It's still the right call.
Jun 8, 2014 by Erin Kennedy and Evan Niu, CFAMicrosoft Corporation Sees Opportunity In the Low EndMicrosoft wants to grow its share of the low-end smartphone market. Is that the right call, or does Microsoft even have a choice?
Jun 8, 2014 by Erin Kennedy and Evan Niu, CFAWill Apple Inc.'s iWatch Do Even Better Than the iPad?Apple's iWatch is likely just months away from launch, but new possible details have emerged about how many the Mac maker wants to sell.
Jun 8, 2014 by Evan Niu, CFADid Apple Inc. Merely Put Beats Out of Its Misery?Not much is known about Beats' financial condition, but it turns out it might have been in pretty bad shape. Why is Apple taking this risk?
Jun 8, 2014 by Evan Niu, CFANo, Netflix's Deal With The Devil Doesn't Hurt Net NeutralityThere's been an awful lot of fuss about interconnection deals and net neutrality lately, but are the two actually related? Not really.
Jun 7, 2014 by Evan Niu, CFA2 Ways Apple Inc. Can Play Mobile Payments -- and WinInvestors are already widely expecting Apple to jump into the mobile payments game. There are two main ways that the Mac maker can do just that, and it's already doing one of them.
Jun 7, 2014 by Evan Niu, CFAProof That T-Mobile US Inc. Has Started a Wireless RevolutionT-Mobile kicked off its Uncarrier ways last year, and has made significant progress shaking up the industry. Adoption of early smartphone upgrade plans continues to soar.
Jun 7, 2014 by Erin Kennedy and Evan Niu, CFAWhy Zynga Inc. Got Crushed Last WeekZynga got clobbered last week after CEO Don Mattrick failed to inspire investor confidence in the company's turnaround. Zynga needs to improve profitability, while it waited too long to bring FarmVille 2 to mobile platforms.
Jun 7, 2014 by Evan Niu, CFAApple Inc. Admits Defeat With iCloud DriveApple has spent years trying to change how users access files. The Mac maker was able to pull it off in mobile, but can it do the same on the desktop?
Jun 6, 2014 by Erin Kennedy and Evan Niu, CFARegulators Be Damned, Sprint's Moving Forward With a T-Mobile BidEven though regulators have already voiced public opposition to a Sprint and T-Mobile merger, the two companies are reportedly proceeding. Is this deal doomed from the start?
Jun 6, 2014 by Evan Niu, CFAWith CloudKit, Apple Inc. Fires a Small Shot at Facebook Apple jumps into the Backend-as-a-Service arena with CloudKit. Which incumbent potentially stands to lose?
Jun 6, 2014 by Evan Niu, CFAAfter Broadcom, Will NVIDIA Corporation Exit Basebands?Broadcom throws in the towel with its baseband ambitions. Should NVIDIA follow suit?
Jun 5, 2014 by Evan Niu, CFAApple Inc. Takes Control of Its Marketing DestinyThings haven't been going well between Apple and its longtime ad agency. It's time for Apple to take matters into its own hands.
Jun 5, 2014 by Evan Niu, CFAAt Long Last, Here Comes Amazon.com Inc.'s Magical SmartphoneInvestors have been anxiously waiting for an Amazon phone for years. We're now just weeks away from seeing what Amazon has up its sleeve next.
Jun 4, 2014 by Evan Niu, CFAAfter iPad, Will Microsoft Corporation Bring Office to Android Before Windows?Microsoft launched Office for iPad earlier this year, but Android might be next in line to receive the gold standard of productivity software suites.
Jun 4, 2014 by Evan Niu, CFALinkedIn Corp. Hits an Expected Speed Bump in ChinaCensorship is a necessary evil for any company doing business in China. LinkedIn already knew it would have to play ball, but that doesn't mean users will be happy about it.
Jun 4, 2014 by Erin Kennedy and Evan Niu, CFAApple, Inc. Quietly Declares Search War on GoogleMicrosoft Bing finds an ally in Apple as the software giant's search technology continues to get more presence throughout iDevices. Should Google be scared?
Jun 4, 2014 by Erin Kennedy and Evan Niu, CFAIs Apple Inc.'s Swift a Game Changer?Apple introduced its own programming language, Swift, yesterday. Developers will have to learn the new language, but the long-term benefits are clear.
Jun 3, 2014 by Erin Kennedy and Evan Niu, CFA2 Things Missing From Apple, Inc.'s Keynote YesterdayApple had a lot to say during its WWDC keynote yesterday, but there were a couple of rumors that failed to materialize.
