Puneet Sikka
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Puneet Sikka
Company & Industry Overviews Why Verizon Needed to Diversify Its Wireless Business
Verizon’s wireless business accounts for more than 70% of its revenues. However, the business has recently seen falling revenue growth.Company & Industry Overviews What’s Amazon’s Gobal AWS Strategy Now?
Amazon’s AWS is a fast-growing business for the company that saw its revenues rise by 55% YoY (year-over-year) to over $3.2 billion in 3Q16.Earnings Report Amazon’s International Segment Saw Improvement in 2Q15
The year-over-year revenue growth trend for Amazon’s International segment was falling until last quarter.Earnings Report Can Cisco Beat Its Own Revenue Forecast in Fiscal 3Q15?
Cisco is expected to announce its fiscal 3Q15 earnings on May 13. Cisco expects its year-over-year revenue growth to be 3%–5% in the quarter.Consumer Must-know: Why eBay’s operating margins continue to decline
eBay’s management noted that eBay Enterprise margins fell by 3.9% during the last quarter compared to a year ago. The increased cost to prepare for the holiday season was blamed for the decline.Company & Industry Overviews Music-Label Deals Could Also Help Facebook’s Video Ambitions
Facebook has been concentrating its efforts on video for a long time now. It has ambitions of becoming the number one player in the video ad market.Technology & Communications Apple investor takeaways: Why loyalty will decide Apple’s future
According to the latest report from Kantar Worldpanel ComTech, Apple’s (AAPL) iPhone 5S and iPhone 5C continued to lead the British smartphone market in May.Technology & Communications Why Yahoo’s revenue continues to decline
The mobile advertising market is expected to grow at a faster rate than the overall digital advertising market.Company & Industry Overviews Users consume more data on Verizon and Sprint networks
People consume more data via Wi-Fi because it’s much cheaper than cellular data plans—6.8 GB using Android phones and 8.9 GB using Apple iPhones.Consumer Must-know: Why Google acquired the music streaming service Songza
According to a report from Statista and the previous chart, Pandora leads the Internet Radio market with a share of 31%.Company & Industry Overviews Why Retailers Are Increasing Their Ad Spending on YouTube
Walmart, Target, Amazon, and Lowe’s were the four retailers in the United States that spent the most on YouTube video ads last year.Company & Industry Overviews What Will Become the Biggest Growth Drivers for Apple?
Apple Watch, Apple Pay, Apple TV, and iPad Pro are niche businesses for Apple (AAPL). But these still have the potential to become big in the future.Technology & Communications Must-know: Why AT&T’s churn rate is the best in the industry
Lower churn rates help companies save cost that they would otherwise incur acquiring new customers. So it’s an important parameter in the telecom industry.Technology & Communications Why we’re seeing a telecom shift from subsidy to installment plans
Compared to the traditional subsidy model, the Next program provides more flexibility to customers who like to frequently upgrade their devices.Company & Industry Overviews Why Did Amazon Shut Down Its Online Travel Business?
In April, Amazon had launched its new travel and hotel service, called Amazon Destinations.Technology & Communications Why price is important for every smartphone player except Apple
Apple is no longer the top-selling smartphone player with the Verizon (VZ) and Sprint (S) networks, where Samsung (SSNLF) has held on to its top position.Earnings Report What’s driving Verizon’s increase in average revenue per account?
Average revenue per account (or ARPA) is an important metric for Verizon. It gives an idea of how well it’s able to monetize its users’ accounts. Verizon increases ARPA consistently.Technology & Communications Why Chinese carriers cutting smartphone subsidies affects Apple
China’s telecom providers, China Mobile (CHL), China Unicom (CHU), and China Telecom (CHA), had started to sell the iPhone 5S at a subsidized price. However, it seems the Chinese government wants to nip this trend in the bud itself.Miscellaneous Why Microsoft Has Sought Growth in China through Local Partnerships
According to a Wall Street Journal report, China’s cloud computing player 21Vianet Group, a Microsoft partner, will set up a joint venture with Tsinghua Unigroup.Fund Managers Blue Apron Could Raise New Funding at a Valuation of $2 Billion
The key to unlocking success is for Blue Apron to convince consumers that the food items the company delivers are just as fresh as items bought in person from a supermarket.Technology & Communications Must know: Why AT&T’s wireline business continues to decline
In this series, we’ll discuss the main drivers behind AT&T’s wireline business. AT&T’s wireline business is as important for the company as its wireless business.Earnings Report Apple beats all estimates to produce stellar fiscal 1Q15 results
In December 2014, the success of iPhone 6 and Plus helped Apple beat Google’s Android-based smartphones in terms of market share in the US.Company & Industry Overviews Spotify Plans to Enter Video Streaming Market
Spotify now plans to enter the video streaming market, according to a May 7 Wall Street Journal report.Consumer Must-know: Why did Amazon launch a mobile credit card reader?
For example, Amazon (AMZN) recently launched a credit card reader. Merchants can use it to conduct payments through a smartphone or tablet.Company & Industry Overviews BlackBerry has become a niche smartphone player
BlackBerry has been reduced to a niche smartphone player. Its recently released smartphones were introduced specifically with enterprises in mind.Consumer Why iPhone’s average selling price increase is good for Apple
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.Earnings Report Why Did Alibaba’s Operating Margins Steeply Decline in 4Q15?
Alibaba’s EBITDA margins declined from 57% in fiscal 4Q14 to 49% in fiscal 4Q15.Company & Industry Overviews Twitch More than Doubled Its Monthly Active Users in 2013 and 2014
Tthe number of monthly unique visitors on Twitch’s platform has increased from 20 million in 2012 to 45 million in 2013 to 100 million in 2014.Earnings Report Apple iPhone’s average selling price well above the Android
In a recent consumer survey, Apple became the most gifted luxury brand in China ahead of other luxury brands such as Louis Vuitton, Gucci, and Chanel.Earnings Report Apple Has the Biggest Slice of Smartphone Industry Profit
Several players in the smartphone industry have seen their average selling prices decline in recent quarters. Meanwhile, Apple’s continues to increase, as does its profit.Earnings Report Why did Amazon’s international business growth disappoint?
Amazon’s revenue growth at its Media segment has declined dramatically over the last few quarters. Its international business growth has also disappointed.Miscellaneous Nokia Acquires Alcatel-Lucent to Challenge Ericsson
Nokia agreed to acquire Alcatel-Lucent in an all-share transaction that values the deal at $16.6 billion. The merger will help reduce operating expenses.Technology & Communications Why Gap Wants to Sell Its Merchandise on Amazon
Gap (GPS) recently announced that it will start selling merchandise on Amazon.Technology & Communications Why Samsung attributes its smartphone success to its marketing
Samsung attributed its success in the smartphone industry to its own marketing efforts and denied copying Apple’s design.Technology & Communications Must-know: Why is Samsung’s financial situation getting worse?
It all started in April this year. Samsung (SSNLF) warned that its operating profits would fall more than 4% in Q1 2014.Company & Industry Overviews Why Oracle Considers the AT&T Deal One of the Biggest
Last year, Oracle and AT&T entered into an agreement through which Oracle will migrate thousands of existing Oracle databases on AT&T’s network to Oracle cloud.Company & Industry Overviews Why IBM Considers the z14 Its Most Successful Mainframe Launch
Mainframes, large computers that can process billions of transactions daily, are mostly used by banks, retailers, and airlines.Company & Industry Overviews IBM Continues to Win Contracts for Its Blockchain Solutions
In July, IBM launched a blockchain solution specifically for the financial service industry, LedgerConnect.Company & Industry Overviews How IBM Is Investing in AI Solutions
AI is the buzzword these days, and the market has huge growth potential.Company & Industry Overviews The Real Reason IBM Acquired Red Hat
In October, IBM (IBM) shocked the world by acquiring Red Hat (RHT) for $34 billion, marking its largest acquisition to date.Company & Industry Overviews Understanding Google’s Rapidly Growing Expenses
Despite its impressive revenue growth, Google’s (GOOGL) overall costs grew at an even higher rate last quarter.Company & Industry Overviews AT&T Has Taken a Different Approach to Diversify Wireless Business
Like Verizon, AT&T (T) also saw a revenue decline in its US wireless business in the last quarter on a year-over-year basis.Company & Industry Overviews What’s Giving Verizon a Competitive Advantage in 5G Technology?
Verizon considers 5G to be a game changer. It also believes that 5G implementation will save costs for the company.Company & Industry Overviews AT&T Is Investing Heavily in This to Grow Its 4G LTE Footprint
AT&T already spent $10.3 billion in capex in the first half of 2016 and expects to spend a total of $21 billion in 2016.Company & Industry Overviews What Problems Is Apple Facing in China?
Apple’s problems in China seem to have worsened in the last few weeks.Company & Industry Overviews Inside Motorola: The Story of a Leader’s Fall to Niche
Motorola’s Razr proved to be quite popular. But with the advent Apple’s iPhone and Samsung’s smartphone offerings, Motorola quickly lost its market share.Company & Industry Overviews How Nokia Lost Its Mobile Brand Value so Quickly
Nokia clearly ruled the mobile phone market from the late 1990s until 2011. Then Nokia began to decline, and Samsung emerged as the leader in mobile phones.Company & Industry Overviews Mobile Devices over the Years: How Far We’ve Come
The global economy has experienced slower growth since the global recession, and mobile devices have shown simultaneous signs of market saturation.Company & Industry Overviews China’s Middle Class Growth Is an Important Driver for Apple
One of the most important growth drivers for Apple in China is the growing percentage of people in China’s upper middle class.Earnings Report Strong Holiday Sales Will Likely Drive Amazon’s Growth in December
Amazon is the largest e-commerce player in the world. It could beat its own guidance for the December quarter. It will announce its earnings next month.