NPD now expects the tablet market to grow at a modest 12% to 280 million this year. The report also mentions that this growth rate could slow down to single digits by 2017.
Samsung mentioned that it’s also facing a slowdown in its tablet sales. Although Samsung’s share in the tablet market increased in Q1, its position in Q2 probably deteriorated.
Samsung’s optimistic about Q3 and has high hopes for the Galaxy Note 4 smartphone due in September this year.
China is in the middle of transitioning to the faster and more efficient 4G technology. This caused Samsung some problems in selling its older models based on 3G technology in the second quarter.
Here, we’ll discuss Samsung’s current position in emerging markets like China and India—especially in the low-end smartphone market.
Here, we’ll discuss the competitive threats Samsung faces in the high-end smartphone market. Samsung released its high-end Galaxy S5 smartphone in April this year.
Samsung (SSNLF) announced its earnings guidance for the second quarter of 2014. It mentioned that it expects its operating profits to decline.
Adhering to its “2015 Roadmap,” IBM has shifted its focus from low margin businesses to high margin businesses.
It’s evident that although EPS is increasing, its growth is falling.
Increased adoption of cloud computing is putting pressure on the hardware and server market.
IBM launched its Smarter Planet Initiative in 2008 to provide new ways of monitoring, connecting, and analyzing the systems.
Data are coming from various sources like video, audio, social networking, texting, and messaging.
Companies like HP (HPQ) and Dell (DELL) have a very small exposure towards big data.
In 2013, IBM acquired Softlayer, a dedicated server managed hosting and cloud service provider, for $2 billion.
The company plans to achieve the Roadmap by following strategic acquisitions, implementing cost cutting measures, and transforming its business model.
While an industry-wide shift toward digital copies of games is highly unlikely, a more conceivable risk to the thesis is that more consumers migrate toward digital formats.
Various forward multiple methods are applicable to valuing GME, including P/E, P/FCF, and lease-adjusted enterprise value (or AEV) to EBITDAR.
An aspect of the equity upside in GameStope (GME) is the company’s expansive push in its Tech Brands segment. Management devoted a substantial portion of its most recent investor day to addressing the market potential.
The video game market is somewhat asynchronous or acyclical with the macroeconomic business cycle in that the timing of new consoles tends to dominate any broader retail trend.
The value proposition of GME starts (and ends) with the premise that gamers seek salvage value from their games, particularly those shiny new $60 ones.