Daniel Ives: We Believe Reaching 100MM Subs In The Medium Term Is A Realistic Goal
Daniel Ives: For the First Time In The Modern iPhone Era The Company Is Struggling to Find The Answer To Turn This Narrative Around
Christopher Svezia on DKS: There Still Needs To Be Improved Visibility Toward Sustainable Positive Comps
Moshe Katri: (MercadoLibre) Will Provide Paypal With a Massive Launching Pad to Latin America
Michael Pachter: Any Action To Break Up A Company On These Grounds Would Have To Prove That It Held Monopoly Power
Daniel Ives: The MacBook Redesign Is Going To Finally Give Many Consumers What They Want With a 16-inch to 17-inch Screen
Christopher Svezia: Weakness in Under Armour, the Hunting Category, and Alight Comp Growth, in Neutral Rating Reiteration
Daniel Ives: Apple Video Service Could Hit 100MM Subscribers
Michael James: After The Weakness In The Markets Last Week, Things Have Gotten A Little Bit Oversold
Daniel Ives: This Year The Spending Trend Was Much More Pronounced, Specifically Around The Move To The Cloud