Dec 17, 2019 by Evan Niu, CFAHere's the Most Detailed Breakdown of Netflix's Subscriber Base EverAhead of revamping its financial reporting structure, Netflix opens its books.
Dec 17, 2019 by Evan Niu, CFAAmazon Escalates Its War on FedExThe e-commerce giant is limiting when third-party merchants can ship with FedEx.
Dec 17, 2019 by Evan Niu, CFAApple Offers Discounted Year of Apple ArcadeApple Arcade joins Apple Music and Apple TV+ in offering longer subscription terms.
Dec 17, 2019 by Evan Niu, CFAIDC Expects Explosive Growth in 5G ConnectionsThere could be over 1 billion 5G devices in use by 2023.
Dec 14, 2019 by Evan Niu, CFAOnce Upon a Time, T-Mobile Nearly Merged With DISHNegotiations fell through due to disagreements on price.
Dec 14, 2019 by Evan Niu, CFAApple Buys Spectral Edge for AI-Enhanced PhotosComputational photography is emerging as a key competitive battleground.
Dec 13, 2019 by Evan Niu, CFAWhy Snap Stock Jumped TodayThe Snapchat parent got a vote of confidence from Wall Street.
Dec 13, 2019 by Evan Niu, CFAThe Feds Might Try to Block Mark Zuckerberg's Grand PlanInteroperability across Facebook's platforms could add convenience for users -- perhaps too much.
Dec 13, 2019 by Evan Niu, CFAThe Market for $1,000 Phones Is Smaller Than You ThinkOver 90% of consumers are unwilling or unable to spend four figures on a smartphone.
Dec 12, 2019 by Evan Niu, CFAApple's iPhone Shipments in China May Have Plunged Last MonthCEO Tim Cook still wants you to remember the services business, though.
Dec 12, 2019 by Evan Niu, CFANetflix Is Testing Even More Plans in IndiaThe streaming pioneer has big ambitions for the country.
Dec 12, 2019 by Evan Niu, CFAEven More Evidence That Disney+ Interest Is Soaring"Disney Plus" was the top search query on Google for the entire year, even though the service launched just a month ago.
Dec 12, 2019 by Evan Niu, CFAAntitrust Regulators Are Eyeing Google's Proposed Fitbit AcquisitionCritics don't want the search giant to get its hands on all that sensitive user data.
Dec 11, 2019 by Evan Niu, CFAYou Can Spend Over $50,000 on Apple's New Mac ProMonitor sold separately.
Dec 11, 2019 by Evan Niu, CFAApple Launches Its Promised iPhone Financing PlaniPhone buyers can now pay with Apple Card monthly installments.
Dec 11, 2019 by Evan Niu, CFANeedham Renews Call for Ads on NetflixThis Wall Street analyst wants Netflix to take a page out of Roku's playbook.
Dec 10, 2019 by Evan Niu, CFAApple's Wearables Business Expected to Overtake Mac in 2020Apple Watch could eventually hit a 40% attach rate, according to Loup Ventures.
Dec 10, 2019 by Evan Niu, CFAAmazon Just Gave Antitrust Regulators More FodderAmazon Web Services continues to expand its market power by competing with its partners.
Dec 10, 2019 by Evan Niu, CFAIDC: Wearables Volumes Nearly Doubled in Third QuarterApple leads the way with Apple Watch and a growing portfolio of hearables.
Dec 8, 2019 by Evan Niu, CFA3 Takeaways From Okta's Third-Quarter Earnings CallThe identity access management provider is enjoying strong demand internationally and from enterprise customers.
