equities research

equities research

Apple may have sold up to 4 million iPhones to businesses in Q4

Yahoo's Log-In Page Ad Sell-Through Is In A Huge Decline [THE BRIEF]

www.businessinsider.com
Good morning, Adland. Here's what you need to know today: The ad sales on Yahoo's log-in page, usually a coveted spot for advertisers, has fallen drastically from last year, says a report from Macquarie Equities Research. While Yahoo had ads on the log-in 86 percent of days in the first half of the...
Yahoo's Log-In Page Ad Sell-Through Is In A Huge Decline [THE BRIEF]

Sales of the new iPad set new records, say Apple and AT&T

tech.fortune.cnn.com
Early reports that its reception was “not-so-spectacular” seem to have been off the mark Photo: David Goldman, CNNMoney Trip Chowdhry of Global Equities Research stuck his neck out Sunday and pronounced sales of the new iPad “somewhat light.” Relying on the number of hits on Chitika‘s ad network– always a risk,...
Sales of the new iPad set new records, say Apple and AT&T

Ahead Of Its Rumored IPO, Alibaba Buys A $586 Million Stake In Sina Weibo

www.businessinsider.com
Alibaba, China's biggest e-commerce company, just announced that it is paying $586 million for an 18% stake in Sina Weibo, the online ad company's Twitter-like social media platform. Alibaba will have the option to raise its stake to 30% in the future. The official announcement noted that the deal should bring...
Ahead Of Its Rumored IPO, Alibaba Buys A $586 Million Stake In Sina Weibo

Apple vs. Einhorn: An Analyst's Take

blogs.wsj.com
Investor David Einhorn has come out against an Apple proposal to eliminate preferred stock. What's the analyst take on it? Global Equities Research analyst Trip Chowdhry joins digits....
Apple vs. Einhorn: An Analyst's Take

Apple Is Still On Top, But Seems Vulnerable (AAPL)

www.businessinsider.com
Apple, the world's biggest and perhaps most admired company, seems to have lost some of its luster. Despite the hugely successful launch of the iPhone 5 and iPad mini tablet, shares in the California tech giant have slid some 20 percent from all-time highs, and analysts are questioning whether Apple...
Apple Is Still On Top, But Seems Vulnerable (AAPL)

Haters Gonna Hate, But Facebook Is Still a Buy, Analyst Says

allthingsd.com
Ever since its disappointing Nasdaq debut last month, Facebook can’t seem to catch a break. Its shares tumbled from day into the following weeks, and analysts and investors the world around have called into question Facebook’s potential for long-term monetization. At least one market research firm isn’t concerned with the...
Haters Gonna Hate, But Facebook Is Still a Buy, Analyst Says

Rumor: Apple May Shift Processor Orders away from Samsung

www.patentlyapple.com
During the Credit Suisse Asian Technology Conference held in Taipei today, Randy Abrams, Credit Suisse's head of equities research in Taiwan, stated that "Apple may place most processor orders ......
Rumor: Apple May Shift Processor Orders away from Samsung

Facebook Shares Could Be Overvalued By First Day Of Trading

www.readwriteweb.com
More than 1,000 people are now trading shares of Facebook on private markets - well above the 50 to 100 that most companies have ahead of their initial public offering. Sam Hamadeh, head of research firm PrivCo., who made the current shareholder estimates for Bloomberg News, said that has pushed...
Facebook Shares Could Be Overvalued By First Day Of Trading

Digits Live: Analyst: Investors Shouldn't Cheer Yahoo's New CFO

blogs.wsj.com
Trip Chowdhry, Managing Director of Global Equities Research, says Yahoo's new Chief Financial Officer Ken Goldman is nothing to get excited about....
Digits Live: Analyst: Investors Shouldn't Cheer Yahoo's New CFO

iBooks Textbooks Being Downloaded in the Hundreds of Thousands

news.softpedia.com
In the first three days since the launch of iBooks 2 and iBooks Author, Apple sold roughly 350,000 textbooks, according to Global Equities Research. It's been almost two weeks since Apple’s education event, so that number could have doubled, or even tripled by now. iBooks Textbooks can only be accessed...
iBooks Textbooks Being Downloaded in the Hundreds of Thousands

HP Shares Tank On Outlook and Analyst Downgrades

allthingsd.com
Shares of Hewlett-Packard have fallen by more than 6 percent this morning as the markets have taken their time to think over the implications of the company’s third quarterly earnings report yesterday. While HP had more or less teed up the expectations for the nearly $10 billion in one-time charges...
HP Shares Tank On Outlook and Analyst Downgrades
'Apple's innovation is sputtering'
Today's amusing analyst rumors ... the iRing is back, and Apple going patent-crazy over iOS 7
Analyst claims Apple and Google will control 98% of the smartphone market this year

Chrome for iOS coming as mobile browser wars ensue

gigaom.com
Google’s Chrome browser is assumed to be coming for Apple’s iPhone, iPad and iPod touch devices by at least one analyst group. On Tuesday, Macquarie (USA) Equities Research released a lengthy note explaining what this would mean for both companies, suggesting it could reduce the amount of money Google pays...
Chrome for iOS coming as mobile browser wars ensue

Yahoo Seems To Be Backing Off One Of Its Stupider Ad Placements (YHOO)

www.businessinsider.com
Yahoo is placing far fewer ads on a highly-trafficked page--the screen it shows users when they log in to a Yahoo service. That's according to Macquarie Equities Research, which put out a report this morning noting that sell-through on the page had declined from 86 percent last year to 47...
Yahoo Seems To Be Backing Off One Of Its Stupider Ad Placements (YHOO)
Video game series contract will be tough for Bungie, easy for Activision
Zynga's stock dives 12 percent after layoffs

Data: With Google Gone, Can Apple Successfuly Navigate in Maps?

www.wired.com
Apple is now navigating on its own in maps. Ilustration: superdeluxesam/flickrAnother big-name guest was invited to the iOS party Monday when Apple announced that iPhones and iPads would soon include deep integration with Facebook. Twitter and Yelp have been there since iOS 5. Over the course of the next year,...
Data: With Google Gone, Can Apple Successfuly Navigate in Maps?
× Just a test of the new info bar. What do you think?