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Puneet Sikka

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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

  • Why Verizon Needed to Diversify Its Wireless Business
    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.

    By Puneet Sikka
  • What’s Amazon’s Gobal AWS Strategy Now?
    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.

    By Puneet Sikka
  • uploads///Amazon international revenue growth
    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.

    By Puneet Sikka
  • uploads///Cisco revenue growth rate_Q
    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.

    By Puneet Sikka
  • Macroeconomic Analysis

    Netflix’s Competition Could Increase in the Future

    Netflix (NFLX) leads the share of Internet traffic on computers and networks in North America. However, the competition is increasing against it.

    By Puneet Sikka
  • Technology & Communications

    Why new messaging rules in China could affect Tencent

    Last month, for the first time, China applied restrictions on instant messaging services for national security purposes.

    By Puneet Sikka
  • Technology & Communications

    Must-know: Why Microsoft isn’t launching a Surface Mini

    A few weeks back, Bloomberg had reported that Microsoft (MSFT) was planning to launch a smaller version of its Surface tablet, popularly known as the “Surface Mini.”

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • uploads///Mobile threats malicious code
    Company & Industry Overviews

    If BlackBerry Adopts Android, Its Security Standards Could Suffer

    A comparative lack of security for Android shows that BlackBerry could do more harm than good to its image as a secure player by adopting Android as its operating system.

    By Puneet Sikka
  • uploads///Ad video US market
    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.

    By Puneet Sikka
  • uploads///soon _
    Company & Industry Overviews

    Facebook’s WhatsApp Making Progress with India’s Payments Market

    Facebook (FB) has been trying to come up with a mobile payment service for WhatsApp in India (EPI) for quite some time.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • uploads///Smartphone device activations enterprises
    Company & Industry Overviews

    Apple and IBM Introduce 3 New Apps for Apple Watch

    Apple believes its partnership with IBM will help it penetrate the enterprise market. Building enterprise apps—and using IBM’s big data and analytics capabilities—is one way to provide better service to enterprises.

    By Puneet Sikka
  • uploads///ddeadccffbfdfcef
    Company & Industry Overviews

    What Are the Catalysts for Amazon’s Stock in 2016?

    AWS and the continued success of the Prime membership program were the main drivers for Amazon in 2015. This will likely continue in 2016 as well.

    By Puneet Sikka
  • uploads///eCommerce and mCommerce U
    Company & Industry Overviews

    Amazon Offers Package Delivery Service to the Trunk of Your Car

    In the past, Amazon has faced criticism over late delivery that relied on package delivery companies such as United Parcel Service (UPS) and FedEx (FDX).

    By Puneet Sikka
  • uploads///BlackBerry unit shipments
    Earnings Report

    Can New BlackBerry Smartphone Offerings Increase Unit Sales?

    BlackBerry now plans to launch its next version of the Passport smartphone, Passport Oslo, by the end of this year. The smartphone will have high-end specifications.

    By Puneet Sikka
  • Technology & Communications

    Why Samsung’s marketing expenses continue to rise in Q2 2014

    Part of the reason Samsung forecast a decline in earnings for Q2 was an increase in operating expenses. Samsung had to incur higher operating expenses.

    By Puneet Sikka
  • Technology & Communications

    Why an attractive smartphone lineup is important for Verizon

    The quality and variety of the smartphone lineup is an important parameter for any telecom company. For Verizon, it’s even more important, as it’s trying to increase the popularity of its Edge program by attracting customers to upgrade their devices faster.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • Consumer

    Microsoft increases its presence in the sub-$200 smartphone space

    During the recent installment of Asia’s largest computing show, Computex, Microsoft (MSFT) announced that it will start selling smartphones and tablets running its software at below $200.

    By Puneet Sikka
  • uploads///Telecom data consumption
    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.

    By Puneet Sikka
  • 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%.

    By Puneet Sikka
  • Technology & Communications

    Why Facebook’s 3Q14 earnings could positively surprise you

    Facebook (FB) has become one of the most important players in the Internet industry. Its revenue growth remains strong.

    By Puneet Sikka
  • uploads///Internet video streaming sites
    Company & Industry Overviews

    YouTube’s Live Video Streaming Service Takes on Amazon in May

    Amazon’s Twitch drives the highest US live video streaming volume with about 44% share. With live video streaming service at 60fps, YouTube aims to give competition to Twitch.

    By Puneet Sikka
  • uploads///YouTube Retailers ad spend
    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.

    By Puneet Sikka
  • uploads///WTI crude oil price
    Macroeconomic Analysis

    Will Amazon benefit from the decline in oil prices?

    Reducing oil prices are good news for e-commerce players. Oil prices have declined by about 60% over the past six months.

    By Puneet Sikka
  • uploads///Mobile Wireless Infra Market Shares
    Company & Industry Overviews

    Cisco and Ericsson Join Hands to Take on Huawei

    On November 9, Cisco and Ericsson announced a major partnership where both companies would develop new products. Both face competition from nokia and Huawei.

    By Puneet Sikka
  • uploads///Apple iPad revenue growth
    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.

    By Puneet Sikka
  • uploads///Ad US location targeted spending
    Company & Industry Overviews

    How Are Google’s Local Inventory Ads Helping Retailers?

    Seeing the success of local inventory ads, Google has expanded them to all major economies outside the United States, including the United Kingdom (EWU), France, Germany, Japan, and Australia.

    By Puneet Sikka
  • Company & Industry Overviews

    Analyzing Google’s progress in the devices market

    Google, Inc. has taken clear forward strides in the mobile devices market. Android should gain up to a 52% share by 2015.

    By Puneet Sikka
  • uploads///Apple ipad sales_Q
    Company & Industry Overviews

    Apple Improves iPad Multitasking Feature with iOS 9 Release

    Apple announced the release of iOS 9, upgrading its operating system for the iPhone and iPad. iOS 9 allows improved multitasking functionality for the iPad.

    By Puneet Sikka
  • Consumer

    Why Facebook expects revenue growth to slow in 4Q14

    The technology sector in general is facing headwinds because the U.S. dollar is strengthening. Facebook earned about 54% of its revenues from international markets in the last quarter. As a result, a strengthening U.S. dollar impacts its revenues and margins.

    By Puneet Sikka
  • uploads///Google ad revenue growth rates
    Company & Industry Overviews

    How Google’s Customer Match Product Benefits Advertisers

    Late in 2015, Google launched its Customer Match product, which allows advertisers to provide Google with a list of customer email addresses. Google matches these customers with signed-in customers on Google Search, YouTube, or Gmail.

    By Puneet Sikka
  • Technology & Communications

    Why low-cost smartphone players should find success in India

    Recently, Intex announced the introduction of its first smartphone in India, named Cloud FX. This smartphone will be based on the Mozilla Firefox operating system and will be priced pretty low, at $33.

    By Puneet Sikka
  • Consumer

    Amazon grew its business in 3Q14 through several initiatives

    During the third quarter, Amazon made a major acquisition of Twitch for $970 million. Twitch is a popular website for video game enthusiasts who want to broadcast their video games to other people or watch other people play video games in real time.

    By Puneet Sikka
  • uploads///Smartphone device activations christmas
    Earnings Report

    Apple could report robust earnings in fiscal 1Q15

    Apple (AAPL) is expected to announce its fiscal 1Q15 earnings on January 27. We believe Apple will once again beat analysts’ consensus estimates.

    By Puneet Sikka
  • uploads///Telecom postpaid phone subscribers gain
    Company & Industry Overviews

    Must-know: Sprint is resorting to price cuts

    Sprint’s price cuts are clearly aimed at gaining net subscribers at the expense of its competitors. Sprint is the only major US telecom company that kept losing subscribers.

    By Puneet Sikka
  • Consumer

    Facebook’s Audience Network helps expand its mobile reach

    Audience Network benefits not just Facebook, but developers too. By helping developers manage ad inventories, apps can be more readily monetized.

    By Puneet Sikka
  • uploads///ATT data pricing
    Company & Industry Overviews

    Telcos lure customers with attractive family plans

    Other telecom companies have also started luring customers with attractive family plans—AT&T, Sprint, and T-Mobile among them.

    By Puneet Sikka
  • uploads///Mobile fitness band preference
    Macroeconomic Analysis

    Apple Should Pose the Biggest Threat to Fitbit

    The Apple Watch is the biggest threat to Fitbit despite its being released only recently. In April, Apple released the Watch in nine countries.

    By Puneet Sikka
  • uploads///Apple Watch sales estimates
    Company & Industry Overviews

    How Many Watches Should You Expect Apple to Sell?

    Apple (AAPL) is all set to release its Watch on April 24. The product will launch in nine countries, which include the United States and the United Kingdom.

    By Puneet Sikka
  • Technology & Communications

    Why international markets are a big opportunity for Netflix

    Netflix expects 2.15 million net subscriber additions in the fourth quarter. This growth is faster than what Netflix experienced in the U.S.

    By Puneet Sikka
  • uploads///Ad social networks user growth
    Company & Industry Overviews

    Yahoo Announces Management Changes for Its Tumblr Business

    Yahoo acquired Tumblr for $1.1 billion in 2013. David Karp founded Tumblr. He had been leading the business at Yahoo as well. Now, he will report to Simon Khalaf.

    By Puneet Sikka
  • uploads///Online Travel agency US market share
    Company & Industry Overviews

    Amazon Enters the Online Travel Market with Amazon Destinations

    The online travel market is consolidating. Expedia’s market share will rise to 75% with its acquisitions of Orbitz and Travelocity.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • uploads///Ad mobile internet ad spending
    Company & Industry Overviews

    Google Wants to Counter the Threat from Mobile Apps

    Google will need to continue to innovate in the mobile advertising market so it can compete with mobile apps. The mobile ad market has huge growth potential.

    By Puneet Sikka
  • uploads///Apple revenue contribution products
    Earnings Report

    Apple’s Comments on Apple Watch and App Store Businesses

    App Store revenues were up 29% in fiscal 2Q15 from 2Q14. In Europe, the App Store’s success helped generate $7.5 billion for European developers since 2008.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • Company & Industry Overviews

    Apple iPad sales could see first year-over-year decline

    Apple iPad sales have been declining for the last few quarters now. And unless Apple does something revolutionary, it’s unlikely to revive them.

    By Puneet Sikka
  • uploads///Amazon and Priceline margins
    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.

    By Puneet Sikka
  • uploads///Wearable device consumer interest
    Earnings Report

    Morgan Stanley bullish about Apple Watch prospects

    Morgan Stanley rationalizes that if only 10% of the 300 million people who carry iPhones buy an Apple Watch, 30 million units could be sold this year.

    By Puneet Sikka
  • uploads///eBay revenue growth rate_Q
    Earnings Report

    eBay Posts Better-Than-Expected 1Q15 Earnings

    eBay (EBAY) announced better-than-expected 1Q15 earnings last week. The company’s overall revenues increased by 4% to $4.45 billion year-over-year.

    By Puneet Sikka
  • Company & Industry Overviews

    Google’s DoubleClick: Huge growth potential

    Google’s DoubleClick is the go-to tool for marketers and agencies. And the number of ads impressions from DoubleClick has doubled year-over-year.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • uploads///Mobile fitness band preference
    Earnings Report

    Apple May Report Subdued Apple Watch Sales in 3Q15

    Apple has tried its best to popularize the Apple Watch. A couple of months ago, Apple and IBM (IBM) added three new apps for Apple Watch.

    By Puneet Sikka
  • uploads///e commerce India market size
    Macroeconomic Analysis

    Delhivery Raises $85 Million: Signifies India’s E-Commerce Growth

    According to a May 6 report from TechCrunch, Indian e-commerce logistics startup Delhivery raised $85 million in funding a few months after it raised $35 million.

    By Puneet Sikka
  • Consumer

    A must-read overview of Twitter’s third quarter 2014 earnings

    Twitter (TWTR) continues to produce robust revenue growth. Twitter even raised its guidance for 4Q14 revenue as well as its adjusted EBITDA.

    By Puneet Sikka
  • uploads///Verizon ARPA
    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.

    By Puneet Sikka
  • uploads///Amazon NA operating margins
    Company & Industry Overviews

    Amazon Is Increasing the Product Selection for Its Prime Program

    Amazon credits the Prime program’s popularity for the growth in its operating profits in 1Q15—Amazon’s best results in the US for the last few quarters.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • Technology & Communications

    Why are we seeing more adoption of larger mobile data plans?

    Although the Mobile Share accounts for AT&T have tripled from 4.8 million in 2Q13 to 14.6 million in 2Q14, 10 GB or larger data plans have increased by more than five times, from 1.4 million to 7.2 million, during the same period.

    By Puneet Sikka
  • uploads///Screen Shot    at
    Earnings Report

    BlackBerry Owes Its Software Revenue Growth to BES12 and QNX

    BlackBerry’s software and technology licensing revenues grew 18% year-over-year, mainly due to the company’s BES12 solution.

    By Puneet Sikka
  • uploads///Facebook MAU
    Company & Industry Overviews

    Facebook Messenger’s Video Calling Feature Will Attract More Users

    On April 27, Facebook added the video calling feature to Messenger, according to Facebook’s press release. This feature makes Messenger an attractive app.

    By Puneet Sikka
  • uploads///Verizon FiOS and Wireline revenues
    Earnings Report

    FiOS Quantum service: A positive for Verizon’s wireline business

    FiOS Quantum provides high Internet speeds ranging from 50 to 500 Mbps. To date, 57% of FiOS customers have adopted the Quantum

    By Puneet Sikka
  • Technology & Communications

    Record iPhone 6 pre-orders: Best-ever quarter for Apple mobile?

    On September 9, Apple launched the iPhone 6, measuring 4.7 inches, and the iPhone 6 Plus, measuring 5.5 inches. On the same day, Apple also released its smartwatch called the Apple Watch.

    By Puneet Sikka
  • Technology & Communications

    Everything you need to know about AT&T’s wireline business

    U-Verse and strategic business services have been the main growth areas for AT&T’s wireline business, offset by the declines in legacy voice and data products. AT&T’s U-Verse broadband and TV business both are showing strong growth.

    By Puneet Sikka
  • uploads///Verizon service revenue growth
    Earnings Report

    Verizon’s service revenue growth is slowing down

    Verizon’s service revenue growth rate declined consistently over the past few quarters. Verizon’s year-over-year (or YoY) growth rate declined from 8.4% in 3Q13 to 4.8% in 3Q14.

    By Puneet Sikka
  • Company & Industry Overviews

    Why Google Express is still a work in progress

    Google Express works directly with local retailers, while Amazon maintains its own warehouses and has a much larger selection of items to choose from.

    By Puneet Sikka
  • uploads///Twitter MAU growth_Q
    Earnings Report

    Why Twitter’s slow user growth is still a risk to its stock

    Twitter’s MAU growth rate has slowed down considerably to a quarter-over-quarter rate of 1.4%.

    By Puneet Sikka
  • uploads///Media streaming and download market
    Miscellaneous

    Why Antitrust Authorities Are Investigating Apple Music

    It seems that Apple’s (AAPL) recent launch of its Apple Music subscription service hasn’t gone over well with antitrust authorities.

    By Puneet Sikka
  • uploads///Unis China
    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.

    By Puneet Sikka
  • Consumer

    Why competitive pressures on Google rose in 3rd quarter 2014

    Google has long enjoyed dominance in the video advertising market. In 2013, YouTube generated about $850 million in revenues from video ads in the U.S.

    By Puneet Sikka
  • uploads///ecommerce grocery preference
    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.

    By Puneet Sikka
  • Technology & Communications

    Rising competition could mean more headaches for Samsung in 2014

    Samsung’s problems could continue even in the later part of the year, when Apple (AAPL) announces its new iPhone, the iPhone 6, and Lenovo (LNVGY) makes use of Motorola’s operations.

    By Puneet Sikka
  • Company & Industry Overviews

    Google launches Android Lollipop

    Android Lollipop has a number of updates and new features. Also, consumers in India who bought Android One OS devices can upgrade to Android Lollipop.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • Consumer

    Why Apple is seeing some momentum for iPads in enterprises

    A few months ago, Apple and IBM (IBM) forged a partnership. IBM’s “big data” and analytics capabilities would help Apple analyze the data collected from Apple’s devices.

    By Puneet Sikka
  • Company & Industry Overviews

    A diversifying business: Key plans to maintain Google’s growth

    Google has started to take the mobile search business seriously. Google’s growth is also coming from smaller but fast-growing businesses like YouTube and Google Play.

    By Puneet Sikka
  • uploads///Mobile app install ad spending US
    Company & Industry Overviews

    Twitter Makes Changes after Its Disappointing 1Q15 Earnings

    Twitter’s management changes came after its disastrous 1Q15 earnings. Twitter missed its own revenue growth estimate for 1Q15 and even lowered its outlook.

    By Puneet Sikka
  • uploads///Smartphone Worldwide market share
    Technology & Communications

    Apple is expected to introduce some attractive features in the iPhone 6

    According to a recent report from Taiwan’s Economic Daily News, iPhone 6 may be introduced in August this year.

    By Puneet Sikka
  • Technology & Communications

    Digital advertising dominance: The outlook for Google’s Q3 earnings

    Google’s expected to announce its 3Q14 earnings on October 16. Its earnings are often a barometer of the Internet industry’s health, so we should keenly watch Google’s results.

    By Puneet Sikka
  • Consumer

    Why App Store’s business growth is offsetting iTune’s decline

    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.

    By Puneet Sikka
  • Technology & Communications

    Adobe’s flagship product, Photoshop, attracts more cloud customers

    During the company’s conference call to announce its Q2 2014 earnings, Adobe’s management mentioned that a separate cloud offering of Photoshop continues to attract photographers and hobbyists.

    By Puneet Sikka
  • Consumer

    Apple’s iPhone 6: Changing smartphone industry dynamics

    Apple must sort out its production issues quickly and make iPhones available in emerging markets sooner rather than later. The potential demand for the iPhone 6 Plus in Asian countries such as India, China, and Japan is huge.

    By Puneet Sikka
  • uploads///Apple EPS
    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.

    By Puneet Sikka
  • uploads///Ad video users streaming sites
    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.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • Technology & Communications

    A quick look at the positives and negatives of AT&T’s business

    Customers benefit from installment plans as they get the flexibility to pay for their smartphones in equal monthly installments and to trade in or upgrade to a new smartphone. Installment plans are also beneficial to telecom companies.

    By Puneet Sikka
  • uploads///Apple iTunes and app store revenue growth
    Earnings Report

    Apple breaking new records with App Store sales

    Apple takes a 30% cut from developers selling via the App Store. So Apple would have earned about $4.3 billion from the App Store in 2014.

    By Puneet Sikka
  • uploads///Ad search market share comScore
    Company & Industry Overviews

    Yahoo and Microsoft Amend Their Search Relationship

    An April 16 press release from Yahoo (YHOO) announced that Yahoo and Microsoft (MSFT) have amended their search relationship.

    By Puneet Sikka
  • uploads///Apple revenue split_fiscal
    Earnings Report

    iPhone and Mac could drive Apple’s growth in fiscal 1Q15

    iPhone contributed about 57% of Apple’s revenues in fiscal 2014, up from 55% in fiscal 2013. This could increase when Apple announces its 1Q15 results.

    By Puneet Sikka
  • uploads///Smartphone time spent on productivity apps
    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.

    By Puneet Sikka
  • 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.

    By Puneet Sikka
  • Technology & Communications

    Why mobile audiences will drive Yahoo’s business

    Yahoo now has more than 430 million monthly mobile users—30% growth year-over-year—and more than half of Yahoo’s total monthly audience is on mobile.

    By Puneet Sikka
  • uploads///Google operating margins_Q
    Earnings Report

    Can Ruth Porat Improve Google’s Cost Discipline?

    In 2Q15, Google’s cost discipline efforts have started to show their effect. Google’s operating margins continued to increase.

    By Puneet Sikka
  • uploads///ecommerce revenue growth
    Company & Industry Overviews

    eBay and Paypal Will Be Tightly Integrated Even after the Split

    eBay (EBAY) provided new details in securities filings last week. Both eBay and Paypal will have to abide by certain rules even after the split.

    By Puneet Sikka
  • Technology & Communications

    Why Apple needs a different strategy to revive its stock

    Apple (AAPL) has started to take a few baby steps to initiate growth in emerging markets. The company recently signed a multi-year distribution agreement with China Mobile (CHL).

    By Puneet Sikka
  • uploads///Ad social network preference for social login
    Company & Industry Overviews

    Google’s trying to understand its users’ shopping habits

    This move will also help Google know how ads convert to actual sales by examining users’ shopping habits. Google will gain access to this precious data.

    By Puneet Sikka
  • uploads///Alibaba EBITDA margin
    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.

    By Puneet Sikka
  • Consumer

    Must-know overview of Facebook’s 3Q14 earnings

    According to a report from eMarketer, and as the chart above shows, Google has about a 31% share in the worldwide digital advertising market, followed by Facebook at ~8%.

    By Puneet Sikka
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