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Why did Twitter increase its guidance for 4th quarter 2014?
Twitter mentioned that the increase in revenue guidance for the full year 2014 reflects its 3Q14 outperformance and its increased expectations for the fourth quarter.
A few days back, at Twitter’s (TWTR) first mobile developers conference, Flight, the company released a new developer toolkit named Fabric for developers to create mobile apps.
Earlier this year, Twitter (TWTR) launched a video ad product, Amplify, that allows TV broadcasters to share in-tweet video clips with Twitter’s audience in real time.
Small and medium businesses (or SMBs) typically have limited budgets to spend on advertising. Twitter (TWTR) plans to capture as many SMBs as possible by providing them with techniques that can save costs.
In July this year, Twitter (TWTR) acquired CardSpring for an undisclosed sum. CardSpring is a payments infrastructure company that helps retailers offer online shoppers online-to-offline promotions.
According to management, the number of users who don’t log in to Twitter’s site but who interact with its platform are 1x to 2x its number of MAUs
On October 29, Twitter (TWTR) and IBM (IBM) announced a partnership under which IBM’s cloud-based analytics service will help Twitter analyze its user data.
Twitter now has 284 million MAUs that engage with its platform, but its target is to become the largest audience platform in the world.
Despite the slow user growth, Twitter continue to maintain an impressive rate of revenue growth. Twitter’s revenue in 3Q14 was $361 million, up 114% from the corresponding quarter a year ago.
A couple weeks back, we had warned Twitter’s (TWTR) investors that any disappointment in monthly active users (or MAU) growth for Twitter would result in a steep decline in stock value.
iPhone and Mac have become Apple’s (AAPL) growth products. Mac was also outstanding in fiscal 4Q14. However, iPad continued to disappoint. Its sales declined by 13% in the last quarter.
In addition to this massive buyback, Apple also paid $2.8 billion in dividends. As a result, Apple spent ~$20 billion in the last quarter as part of the capital return program.
Apple Pay is an attractive feature on Apple devices—in terms of ease of use, security, and privacy. As a result, it will help Apple sell more devices. It was released for mass use on October 20.
The e-commerce market growth is partly responsible for the slowdown in the physical retail market. However, this hasn’t impacted the growth in Apple’s (AAPL) retail stores.
App Store is one of Apple’s (AAPL) fastest growing businesses. For reporting purposes, Apple combines the iTunes business with App Store under the category iTunes, Software, and Services.
At a major event in September, Apple (AAPL) launched two main products—iPhone 6 and Apple Watch. Apple Watch is the first new product that Apple has launched in four years.
Apple (AAPL) is the fifth ranked player in the PC market. Mac’s unit shipments were estimated at approximately five million as of 3Q14.
Historically, China has been an important market for Apple (AAPL). Apple gets ~16% of its revenues from Greater China. It’s the company’s third largest market.
An important factor driving iPhone revenues was the increase in iPhone’s ASP. iPhone’s ASP of $603 in fiscal 4Q14 increased by $42 sequentially and $26 on a YoY basis.
Apple sold 39.3 million iPhones in fiscal 4Q14. It had a 16% year-over-year (or YoY) growth rate. The demand for new iPhones has been staggering.