seasonality

seasonality

Netflix Says It's Back to Boom Times. Wall Street Isn't Convinced

allthingsd.com
Netflix says 2012 is going to be great. Wall Street remembers 2011. And that’s the explanation for last night’s stock swoon, which followed a solid-to-good Q1 earnings report from the video company. Specifically, Wall Street doesn’t believe Reed Hastings’ prediction that his company will add 7 million customers to its...
Netflix Says It's Back to Boom Times. Wall Street Isn't Convinced

iOS and Android gaming revenue tripled that of handheld consoles in Q1 2013: App Annie

thenextweb.com
Research firms IDC and App Annie have again joined forces to release their second quarterly report on mobile gaming, the key takeaway being that tablets and smartphones continue to dominate the handheld console space, making triple the revenue of Nintendo, Sony and others combined in Q1 2013. Apple led the pack, overtaking the likes of...
iOS and Android gaming revenue tripled that of handheld consoles in Q1 2013: App Annie

CEO Cook On China In Q3: Apple Had $5.7B In Sales, Still Growing At 'Incredible' Rate

techcrunch.com
Apple today noted in its earnings call for Q3 that two-thirds of its Asia Pacific revenue is coming from Greater China at the moment. CEO Tim Cook noted that revenues in the country were $5.7 billion for the quarter, 48 percent increase on last year, and still growing at an...
CEO Cook On China In Q3: Apple Had $5.7B In Sales, Still Growing At 'Incredible' Rate

More Proof That Apple Is Crushing Android In The Platform War (AAPL, GOOG)

www.businessinsider.com
Here's more proof that Android, despite having a huge lead in marketshare, is still losing the platform war to Apple. As you can see in this chart, 69% of new apps started by developers in the first quarter of the year were for iOS, as opposed to 31% for Android....
More Proof That Apple Is Crushing Android In The Platform War (AAPL, GOOG)

iMac Update to Haswell Expected in June or July as Shipments Sink

www.macrumors.com
KGI Securities analyst Ming-Chi Kuo has released a brief research note today highlighting the status of the iMac, which he says will see shipments fall to roughly 650,000 units this quarter from 1.75 million units in the first calendar quarter. The drop is due in part to seasonality and in...
iMac Update to Haswell Expected in June or July as Shipments Sink

In Q1 Samsung continued their Lead over Apple in Worldwide Smartphone Market Share, but not in Profits

www.patentlyapple.com
According to DRAMeXchange, a division of global research firm TrendForce, in the first quarter of 2013 smartphone shipments increased steadily worldwide, with total shipments reaching 216.4 million units, 9.4% Quarter-over-Quarter growth. Since the beginning of 2012, smartphone shipment figures have been up every quarter despite seasonality. Apple announced yesterday ...    ...
In Q1 Samsung continued their Lead over Apple in Worldwide Smartphone Market Share, but not in Profits
Is this the future of groceries? Blue Apron raises $3 million for subscription meal kits

Nokia sold 4.4 million Lumia smartphones in 'solid' Q4 2012; results 'exceeded expectations'

thenextweb.com
Straight out of left field, Nokia has today announced that its fourth quarter of 2012 was surprisingly solid, making its stock price spike. Revealing its preliminary financial results for Q4 2012, Nokia says ‘Smart Devices’ net sales came in at approximately 1.2 billion euros, with total volumes of 6.6 million...
Nokia sold 4.4 million Lumia smartphones in 'solid' Q4 2012; results 'exceeded expectations'
Trouble ahead for Samsung?
Why Opera's lightweight Mini browser is growing faster than ever before
Strong smartphone sales boost Samsung to $7.9 billion profit in Q1 2013

Are Apple And Amazon Destroying The Job Market? (AAPL, AMZN, BBY)

www.businessinsider.com
That headline isn't quite as hyperbolic as you might think. People are puzzling over the fact that retail sales and spending continue to be quite strong, and yet retail employment is diving. In the last two jobs reports (the first of which was quite strong) retail shed a serious...
Are Apple And Amazon Destroying The Job Market? (AAPL, AMZN, BBY)

THE GOOGLE INVESTOR: Everything You Need To Know About Google Earnings Tonight (GOOG)

www.businessinsider.com
The Google Investor is a daily report from SAI. Sign up here to receive it by email GOOG Up Ahead Of Earnings   The market is up as March PPI was flat and core inflation beat numbers. Shares of GOOG are up ahead of calendar first quarter earnings TONIGHT at...
THE GOOGLE INVESTOR: Everything You Need To Know About Google Earnings Tonight (GOOG)

Report: For every 7 iOS apps built, there are 3 for Android

9to5mac.com
Analytics firm Flurry has dissected developer ratios for Apple and Google’s mobile platforms as their respective annual conferences are on the horizon, and research findings show the two companies boast a combined market cap of approximately $750 billion. The study compared developer support for iOS versus Android by examining data...
Report: For every 7 iOS apps built, there are 3 for Android

Apple claimed a staggering 80% of mobile profit in Q4

www.bgr.com
Impressive data points from Apple’s record-setting holiday quarter continue to trickle out, and new estimates suggest that the company accounted for a staggering share of mobile profits in the fourth quarter of 2011. Morgan Keegan analyst Tavis McCourt wrote in a research note on Tuesday that Apple took in...
Apple claimed a staggering 80% of mobile profit in Q4
Mobile Ad Spend Going To iOS

Boot up: Google product lives, Motorola slapped, Apple's missed chances, and more

www.guardian.co.uk
Plus Google Australia gets hacked (sorta), the sensory computer?, Android virus bypass and moreA burst of 8 links for you to chew over, as picked by the Technology teamPredicting Google closures >> gwern.netGwern Branwen: Naturally, we are preached at by apologists that Google owes us nothing and if it's a...
Boot up: Google product lives, Motorola slapped, Apple's missed chances, and more

Here's Another Concern For Facebook Investors--"Payments" Growth May Suddenly Flatten (FB)

www.businessinsider.com
This is wonky, but it might be interesting for those who are trying to figure out how much revenue Facebook can generate over the next couple of years. Facebook's revenue comes from two sources: Ads Payments Ads comprise the majority of Facebook's revenue--82% in Q1. But Payments revenue is growing...
Here's Another Concern For Facebook Investors--"Payments" Growth May Suddenly Flatten (FB)

Google Says It Can Predict Which Films Will Be Huge Box-Office Hits

www.businessinsider.com
Listen up movie marketers.  Google says it has found the key to whether a film will be a box-office bomb or success.   It all depends on movie trailer engagement and film search.   In a study called "Quantifying Movie Magic with Google Search," Google says searches for movie trailers a month...
Google Says It Can Predict Which Films Will Be Huge Box-Office Hits

Amid IT spending pause, Cisco's collaboration tools stumble

www.zdnet.com
Cisco’s growth market is servers, but seasonality will kick in. Is enthusiasm for telepresence drying up?...
Amid IT spending pause, Cisco's collaboration tools stumble
Comparing Pre-IPO Facebook To Pre-IPO Google: Fair, Or A Case Of Apples And Oranges?

Facebook: Here's Why Our Revenues And Profits Were Down This Quarter

www.businessinsider.com
Facebook revenues and profits are down, according to a new filing with the SEC. Revenues are up from the same quarter last year, but down from the quarter just prior. Meanwhile, profits are down from quarter to quarter and year over year.   (Click here for the exact figures) Why...
Facebook: Here's Why Our Revenues And Profits Were Down This Quarter

JPMorgan Goes On Internet Stock Downgrade Rampage As International Conditions Deteriorate

www.businessinsider.com
In tech stock land today, this is going to be the buzz. JPM's Doug Anmuth takes out the hatchet on big tech. Here's a summary from the morning Ripple note by  Adam Crisafulli & Michael Pagliarulo Internet: Lowering Estimates for FX and Macro Headwinds : GOOG, AMZN, EBAY, PCLN, AWAY...
JPMorgan Goes On Internet Stock Downgrade Rampage As International Conditions Deteriorate

Samsung ships 43 million smartphones in Q1, dwarfs HTC and Motorola

arstechnica.com
Samsung and Apple are solidifying their positions as the number one and two smartphone vendors on the planet, according to a report from ABI Research. The two companies shipped 78 million handsets in the first quarter of the year, or 55 percent of the total, as big names like HTC,...
Samsung ships 43 million smartphones in Q1, dwarfs HTC and Motorola

Nokia results: treading water for now, but Lumia sales are up

gigaom.com
It’s still hard to tell how much Nokia’s fortunes have turned around. Following a surprise return to profitability around the end of last year, the Finnish handset maker’s latest interim quarterly report show a continuation of underlying profitability – but its shareholders are still losing money. The company’s devices and...
Nokia results: treading water for now, but Lumia sales are up

Google's Taken a Break From Buyouts So Far This Year

allthingsd.com
Google’s appetite for acquisitions seems to have dulled in recent months. After buying 79 companies in 2011, Google hasn’t made a single purchase yet in 2012. In fact, its last acquisition was the restaurant-recommendation app maker Clever Sense, which was announced Dec. 13. A Google spokeswoman confirmed the company hasn’t...
Google's Taken a Break From Buyouts So Far This Year

Sharp Reportedly Cutting iPad Display Production Amid Shift in Consumer Interest to iPad Mini

www.macrumors.com
Reuters reports that Sharp, one of Apple's primary display panel partners for its mobile devices, has slashed production of iPad displays at one of its plants. Sources did not indicate the reasons for the dramatic cut, but it appears to be a combination of a shift in consumer interest to...
Sharp Reportedly Cutting iPad Display Production Amid Shift in Consumer Interest to iPad Mini

Did Wall Street Get Facebook's Q4 Estimates Wrong Because Of These 2 Errors? (FB)

www.businessinsider.com
Facebook reported Q4 2012 revenue of $1.59 billion today, well above Wall Street analysts' expectations of $1.53 billion. Why did the experts get it wrong? It's a legitimate question because, with some simple back-of-the-envelope math and a couple of phone calls, Business Insider predicted Facebook revenue would come in well...
Did Wall Street Get Facebook's Q4 Estimates Wrong Because Of These 2 Errors? (FB)

Exclusive: Gilt Groupe to Shutter Park & Bond, Cut Back on Groceries

allthingsd.com
Gilt Groupe, the luxury e-commerce and flash sales site, is announcing a restructuring today that will cut back on some of its unprofitable businesses as it prepares to file for a public offering sometime next year. As part of the restructuring, Gilt’s President Andy Page said, it is eliminating the company’s...
Exclusive: Gilt Groupe to Shutter Park & Bond, Cut Back on Groceries

iOS Continues to Hold Significant Lead over Android in Developer Interest

www.macrumors.com
Flurry Analytics today released a new report highlighting developer interest in iOS and Android as measured by downloads of Flurry's tools for integrating analytics into apps. With a new high of over 18,000 SDK downloads by developers during the first quarter of 2012, Flurry found that iOS continues to hold...
iOS Continues to Hold Significant Lead over Android in Developer Interest
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