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I think the problem is that in the current market any sign of a weak outlook will be quite harshly punished.

Atlantic Equities analyst James Cordwell

Found on Reuters
1 year ago

Technology

Why would Wedbush Securities analysts invest in something like a Twitter when Facebook is on a similar valuation with a stronger trajectory - that's the kind of questions investors are asking.

Atlantic Equities analyst James Cordwell

Found on Reuters
1 year ago

Technology

Assuming Android has only generated material revenue since 2010, then these figures would constitute about 10 percent of Google's revenue and 15 percent of its gross profit since that time, this makes sense given mobile is probably about 40 percent of Google’s revenue today, having ramped up from close to zero over the last 5-6 years, with this split between iOS and Android.

Atlantic Equities analyst James Cordwell

Found on Reuters
1 year ago

Company News

So, the opportunity for Facebook is to drive that 17 percent up to 50 percent, which would represent a $ 150 billion incremental advertising spend shifting from offline platform to online platforms, and the only place that can come from in meaningful volumes is TV.

Atlantic Equities analyst James Cordwell

Found on Reuters
2 years ago

Business

If the Chinese consumer is pulling back on spending then it seems to be either at the very high luxury end or maybe on some of the everyday non-essential items, i think the smartphone is increasingly viewed as an essential in Greater China. So, I don't see the economy weighing significantly on Apple growth over the next few quarters.

Atlantic Equities analyst James Cordwell

Found on Reuters
2 years ago

Business

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