Technology & Communications

In this series, we’ll review updates in the US Internet space and discuss some of the current issues faced by companies in the industry.

Snapchat recently rolled out the biggest update to its app in more than three years. However, the update is facing a massive revolt by many users.

The mobile advertising market is expected to grow at a faster rate than the overall digital advertising market.

It’s important to keep an eye on labor conditions since they offer a look at the future direction of gold prices and ultimately gold-backed ETFs.

Last week, high-grade bond yields rose after upbeat US inflation and retail sales data raised the possibility of a rate hike by the year’s end.

When consumers can borrow at lower interest rates, they can afford to buy more goods and services, and the businesses that supply those goods and services can hire more people.

Twitter (TWTR) is gearing up to tighten rules to foster healthier conversations on its platform and curb toxic speech.

Facebook (FB) estimates that the sharing on its platform via Stories (pictures and videos that disappear in 24 hours) could exceed sharing via Facebook’s News Feed.

According to a report from Statista and the previous chart, Pandora leads the Internet Radio market with a share of 31%.

AQR Capital started a new position in Vodafone Group plc that accounts for 0.44% of the fund’s 4Q portfolio.

Emerging markets such as China and international markets such as Japan have contributed significantly to Apple’s Services segment over the years.

NVIDIA’s profit margins  NVIDIA (NVDA) has been increasing its revenue while controlling its expenses, resulting in improved profitability and a high free cash flow of up to 20% of its total revenues. Gross margin NVIDIA’s non-GAAP (generally accepted accounting principles) gross margin fell 90 basis points from 59.7% in fiscal 1Q18 to 58.6% in fiscal 2Q18 […]

In the third quarter, eBay accounted for 11.0% of PayPal’s total payment volume, which was down from 13.0% in the third quarter of 2017.

Appaloosa Management enhanced its position in American Airlines Group Inc. (AAL) last quarter that now accounts for 3.48% of Appaloosa’s total 1Q portfolio.

Snap, which went public in March 2017, looks focused on accelerating its path to profitability.

Tax office in Singapore Broadcom (AVGO), which has proposed to acquire Qualcomm (QCOM), currently maintains large corporate offices in both the United States and Singapore. However, Broadcom is incorporated as a Singaporean company, so its tax office is in Singapore. Last year, the company said that it was considering shifting its corporate headquarters, or tax base, to […]

Facebook’s advertising business posted second-quarter revenues of $13.0 billion, which grew 42.0% year-over-year.

The tech sector’s competitive edge So far in this series, we’ve discussed the potential effects of Trump’s proposed tax reform on prominent tech stocks such as Apple (AAPL), Microsoft (MSFT), IBM (IBM), and Amazon (AMZN). Tech companies continue to be preferred by investors due to their proprietary technological expertise and large cash balances. Their technical […]

Alphabet’s (GOOGL) biggest division, Google, has recently gained traction in the home automation segment where Amazon (AMZN) has a dominant position with its Echo Devices.

Services contributed 16% of revenue Apple (AAPL) generated $24 billion from its Services business in fiscal 2016, and aims to double the revenue in four years. In fiscal 3Q17, Apple’s Services division contributed $7.3 billion in revenue, up 22% from a year earlier, and making up 16.1% of the quarter’s total revenue. Apple’s Services business consists of offerings […]

Billionaire investor George Soros recently shared his views on social media companies Facebook and Google.

On December 19, Alibaba (BABA) stock opened at $140.75 and closed at $137.14, posting an average volume of 27.24 million.

Apple’s stock is trading at a forward P/E of 12.5x, which is lower than its main peers, Google (GOOG) and Microsoft (MSFT).

Verizon’s expenses increased 19.9% YoY (year-over-year) to $29.2 billion in 4Q17.

After Trump announced that Chinese investments in US tech stocks would be restricted, the Dow Jones Industrial Average spiked downward.

While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.

Verizon’s (VZ) media-focused business, Oath, reported a revenue fall of 6.9% YoY (year-over-year) to $1.8 billion in the third quarter.

Facebook (FB) is set to report its 2Q16 earnings on Wednesday, July 27. Here’s what analysts expect from the company.

Approximately 63% of Wyndham’s revenues come from fees for providing services referred to as its “fee-for-service” businesses.

AQR Capital sold a position in GEO Group Inc. in 2Q14. The company accounted for a 0.0206% position in the fund’s first quarter U.S. long portfolio.

In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.

JANA Partners enhanced its position in from 0.17% to 4.23% last quarter General Motors.

Verizon has been spending big on capex to improve its network and acquire additional spectrum for future use.

On March 25, during an event held in Cupertino, California, Apple launched its news and magazine subscription service, News+.

PayPal (PYPL) has done very well since splitting from its parent, eBay (EBAY), two years ago.

Due to the increasing work-from-home trend amid the COVID-19 pandemic, Atlassian stock has gained in 2020. How are the company's competitors doing?

On Nov. 30, PubMatic announced the terms for its IPO. Has the ad tech platform’s IPO date been set?

Parler, the social media platform, markets itself as advocate of “free speech.” Then why is it banning users?

Is MeWe a good alternative to Facebook for users that are worried about data privacy? Is the MeWe platform free to use like Facebook?

Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.