Tag Archives: Apple

Apple’s Tim Cook leads different

Ketil:

Spend your Easter holiday to read about the World`s greatest leader here at shinybull.com. It is a long story, so take your time. This story is from the April 1, 2015 issue of Fortune. Enjoy!

Originally posted on Fortune:

Tim Cook assumed he was ready forthe harsh glare that shines on Apple’s [fortune-stock symbol=”AAPL”] CEO. He had, after all, filled in for Jobs three times during the Apple founder’s medical leaves of absence. Cook ultimately became the company’s chief executive six weeks before Jobs died, in October 2011.

What Cook found out instead is that there is no preparation for the scrutiny that comes with succeeding a legend. “I have thick skin,” he says, “but it got thicker. What I learned after Steve passed away, what I had known only at a theoretical level, an academic level maybe, was that he was an incredible heat shield for us, his executive team. None of us probably appreciated that enough because it’s not something we were fixated on. We were fixated on our products and running the business. But he really took any kind of spears that were thrown. He…

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Alibaba in Jerusalem

The Chinese Giant Alibaba that pulled off one of the biggest IPO`s in Wall Street`s history last year is partnering with Israeli venture capital firm JVP (Jerusalem Venture Partners). It is so much negative talk about Israel in the media, so why are Alibaba doing this?

This year it is 70 years since the Holocaust and the first genocide since the world war II was found in Bosnia in 1992. Thousands of Bosnian Muslim men and boys were killed, and it was «ethnic cleansing.» U.S Assistant Secretary of State Richard Holbrooke called Bosnia «the greatest failure of the West since the 1930`s.» It`s too much hate in Europe today.

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The Chinese people has another sight. They see human capital. They see talents. More Chinese people are seen in Iran as well as in Africa at the moment. The Chinese people are not killing them, but collaborate with them. They are friends.

The Chinese giant Alibaba is partnering with JVP which have $1 billion under management, attracted Alibaba`s attention with several of its recent «wins», exits for companies like security firm CyberArk and CyActive.

CyActie was recently bought by Paypal for $60 million and CyberArk was listed on Nasdaq in 2014. Some 20 JVP-invested firms have achieved exits since the company was established in 1993. In 2012, JVP was ranked as one of the top ten VC`s in the world.

JVP has had other notable successes, including early support and investment for XtremIO, which was sold to EMC in 2012 for close to $500b.

Alibaba has already invested $5 million in Visualead which is an Israel start-up that develops QR code technology. The investment with JVP will give Alibaba entrèe to the heart of the top technologies being developed in Israel today.

Israel`s most important tech industries is the cyber-security field and the world-wide market for cyber-security products, services and technologies was currently worth about $80 billion annually and rising, and Israel had about 10% of that. That makes Israel a power in cyber-security with great talents and great resources.

Accompanying the Alibaba executives who closed the deal with JVP is a group of Chinese investors and corporate executives, including Jason Lu, VP and Chief Risk Officer of Alipay, a subsidiary of Alibaba and one of China`s largest online payment firms.

Many of the world`s biggest companies are looking to Israel. Apple, which began operations in Israel in 2012 has about 700 employees in Israel, but work with more than 6,000 Israelis. Apple`s Herzliya R&D center is the second-largest in the world.

Along with hiring more Arabs, Israel has been encouraging tech companies to hire more woman and ultra-Orthodox Israelis. Increasing diversity in the workplace was a lesson Israel could learn from Apple. Keep in mind that Steve Job`s father was an Arab, born in Syria. Steve Jobs died in 2011, at the age of 56.

«True innovation can only result from full access to education for all, regardless of race, religion, or sex,» the president Rivlin said. Diversity is also an important issue to Cook himself.

Apple is one of the few companies that publishes a statistical breakdown of the gender and ethnic background of employees. Looking at diversity as «going far beyond the traditional categories of race, gender and ethnicity.

“It includes personal qualities that usually go unmeasured, like sexual orientation, veteran status, and disabilities. Who we are, where we come from, and what we’ve experienced influence the way we perceive issues and solve problems. We believe in celebrating that diversity and investing in it,” Tim Cook said.

Israel is very important to Apple and Tim Cook said that «Apple is in Israel because the engineering talent here is incredible. You guys are incredibly important to everything that we do and to all the products that we build.»

With multi-million dollar acquisitions and investments Indian companies also hope to tap into Israel`s flourishing innovation and start-up ecosystem. India`s industrial corporations are also increasingly looking to Israel for their innovation and technology needs.

India`s Tata Group is the lead investor in Tel Aviv University`s Technology Innovation Momentum Fund worth $20 million. The Indian Wipro has set up a Venture Capital arm with a war-chest of $100 million.

The Indian IT-giant Infosys announced the acquisitions of Panaya. An Israeli automation technology provider for estimated $200 million. Infosys is a global leader in IT-consulting and outsourcing. Their market cap is 41,01B.

They are looking for innovations that would give the company an edge over other global competitors. They reported a revenue of $8,25 billion in 2014 and shored up its existing start-up fund to $500 million.

War is stupid.

Human Capital and Team Work is the future.

 

 


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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Kodak has a new strategy

The new economy is here and the new economy will intensify. Old giants drop like stones, but how can companies foresight their competitors next move? Take a look at the good old giant Kodak. What have happened to them?

Kodak`s annual sales 25 years ago was $19 billion, but that was then. Now, it`s all turned up side down. Their workforce has been cut from 145,000 to only 8,000, and their annual sales today is only $2 billion. A sharp drop for the New York City company Kodak.

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When you hear the name Kodak, you probably think film, but another film-company was not the reason why Kodak plummeted. The film-company Kodak was losing market shares because of the new mobile phone revolution.

Today, many of the pictures is taken by a mobile phone. A cell phone. How many pictures do you think is taken only with the iPhone worldwide? And how could the dominant brand in photography see that coming?

Kodak tried to make some things to participate in the shift in the market, but as photography started to move from analog film to digital, Kodak were largely left behind. When film went from «essential» to «nostalgic» the film giant Kodak did never recover.

Not only the film-company disappeared, but also the retailers in the same business. No one is delivering their film to the retailer anymore. Not only Kodak lost on this shift, but the retailers was also hardly hit by the new economy.

You all know what the dominant camera is today. Kodak is and was not a phone company and that`s probably why they didn`t make a new phone, because that`s the product that really killed the film giant.

What should Kodak do?

It`s difficult for a company to make the right decisions when the revenues is plummeting, but it can be easy for other to look back and say you should do this and that. In my opinion, there is big opportunities for everyone. For example, Steve Jobs built and rebuilt Apple, but they were not the first phone maker on the market.

Take a look at the finnish multinational communications and information technology company Nokia. The worlds biggest phone maker a few years ago. Nokia`s history started in 1865 when mining engineer Fredrik Idestam established a ground wood pulp mill on the banks of the Tammerkoski rapids in the town of Tampere, Finland (then part of the Russian Empire).

The predecessors of the modern Nokia were the Nokia Company, Finnish Rubber Works Ltc and Finnish Cable Works Ltd. In 2014, Nokia employed 61,656 people across 120 countries with annual revenue of around €12,73 billion. It is the world`s 27th-largest company.

The Finnish business and Nokia`s founder and leader Eduard Polòn founded Finnish rubber Works. A manufacturer of galoshes and other rubber products. He decided to use the name «Nokia» (the town) as a brand name for his products to differentiate his products from Russian competitors.

The legacy of Suomen Gummitehdas lives on in Nokian Tyres.

The electronics section of the cable division was founded in 1960. In the 1970`s, Nokia became more involved in the telecommunications industry by developing the Nokia DX 200, a digital switch for telephone exchanges. Nokia was a key developer of GSM (2G) (Global System for Mobile Communications), the second-generation mobile technology that could carry data as well as voice traffic.

NMT (Nordic Mobile Telephony), the world`s first mobile telephony standard to allow international roaming, provided expertise for Nokia in developing GSM, which was adopted in 1987 as the new European standard for digital mobile technology.

One year later, in 1988, Nokian Tyres, manufacturer of tyres, split from Nokia Corporation.

In the 1980s under CEO Kari Kairamo, Nokia expanded into new fields, mostly by acquisitions. In the late 1980s and early 1990s, the corporation ran into serious financial problems, partly due to heavy losses in its television manufacturing division.

Kairamo committed suicide in 1988. After Kairamo’s death, Simo Vuorilehto became Nokia’s chairman and CEO. In 1990–1993, Finland underwent a severe recession which also struck Nokia.

Probably the most important strategic change in Nokia`s history was made in 1992, when the new CEO Jorma Ollila made a crucial strategic decision to concentrate solely on telecommunications.

As late as 1991, more than a quarter of Nokia`s turnover came from sales in Finland. However, after the strategic change of 1992, Nokia sales to North America, South America and Asia became significant.

The worldwide popularity of mobile telephones, beyond even Nokia`s most optimistic predictions, created a logistical crises in the mid-1990`s, prompting Nokia to overhaul its entire supply chain.

By 1998, Nokia`s focus on telecommunications and its early investment in GSM technologies had made the company the world`s largest mobile phone manufacturer, a position it held until 2012.

Between 1996 and 2001, Nokia`s turnover increased almost fivefold from 6,5 billion euros to 31 billion euros. Nokia acquired Smartphone, a company making Smartphone OS. Sybian was Nokia`s main smartphone operating system until 2011.

Apple`s iPhone, originally launched in 2007, was initially still outsold by Nokia smartphones, most notably the Nokia N95 for some time. Symbian had a dominating 62,5% market share as of Q4 2007, ahead of Microsoft`s Windows Mobile (11,9%) and RIM (10,9%).

Symbian dropped and Apple and Android grew. On 2 September 2013, Microsoft announced that it would acquire Nokia`s mobile device business in a deal worth €3,79 bn, along with another €1,65 bn to licence Nokia`s portfolio of patents for 10 years; a deal totaling at over €6,5 bn.

Steve Ballmer considered the purchase to be a «bold step into the future» for both companies.

Kodak has a new plan to grow and stay alive. The company is mining its patent library to find new business models. People around the world use their phones to take pictures and Kodak will try to reach the phone market by an old patent.

Kodak need to look for their intellectual property and be innovative in the photography business. They probably have an old patent that can turn talent in optics and chemistry into new money in other industries?

Nokia`s history shows us that everything is possible!

 


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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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All-Time High for Digital Music

As a music lover I`m following the music market closely, and streaming services has increased in value of one-third from 2013. The streaming services is overtaking CD`s for the first time. Pandora, Spotify, Rhapsody and SiriusXM are among the leaders in this business.

Audio streaming and downloads accounts for 64% of the total market, and according to the Recording Industry Association of America (RIAA), sales of digital music formats hit $4,51 billion in 2014.

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Permanent downloads remain the largest source of revenue at 37 percent.

Streaming services is up $1,87 billion in 2014 and paid subscriptions earned $7,7 million last year. Retail revenue value came in at $6,97 billion last year.

The figure is slightly down from the previous year and points to a flat revenue picture for the industry, which has long worried about revenue decline from digital music piracy and the obsolescence of physical formats like CD`s.

Apple`s acquisition of Beats Electronics will change the streaming business. Apple`s iTunes revenue has plummeted and that`s why they bought Beats. They want to compete with one of the biggest in this business; the Swedish brand Spotify.

Apple is planning to sell the music cheaper than it is today. Is that good for the music industry?

The problem in the music tech industry right now is that the ecosystem is broken and has been broken for many years now. If Apple sells the music cheaper, then the others will follow. Apple and Spotify will earn on it, but I don`t really care about them.

The most important thing in the music industry is that the money goes to the producers and artists of the music. Not to the distributors. The music industry need a new business model for music tech companies and change the copyright reforms.

Spotify is used by more than 50 million people but is it profitable for the artists? Taylor Swift`s decision to yank her music off of Spotify is one of the latest episode in the battle over the music industry`s diminishing profits.

Spotify`s payout range is $0,006 to $0,0084 per stream. With 46,3 million streams, Taylor Swift`s payout is $280k – $390k for her chart-toppin single «Shake it off».

Apple already have their own market and is poised to be a big winner, but Spotify will be difficult to break. Rdio and Deezer need to kick ass to still be in the market, and Facebook has been in bed with Spotify for years now, so Spotify will remain strong.

Artists can earn money from other arenas like the live concert subscription service Jukely. People can see all the concerts they want for only $25 a month. Live.ly failed but a similar product is up and running right now. Maybe they will succeed with their new Set.FM.

YouTube is planning to debut an analytical tool that will provide geographical viewer information to help artists route tours and that one is similar to Pandora`s Amp. Facebook inches closer to YouTube`s traffic with 3 billion views a day.

Clean Bandit`s megahit «Rather Be» is the most streamed song of 2014, the Official Chart Company can reveal. The song was streamed 39,7 million times. 15 billion songs were streamed in 2014, and the number is almost double of that in 2013, where 7,5 billion tracks were streamed.

«Rather be» fends off competition from Pharrell Williams’ monster hit Happy, which takes second place with 35 million streams. Close to Happy is John Legend`s «All of me» with 34,9 million streams.

This is a big jump in music streaming in only one year, but this is just the beginning. The massive growth means that streaming now accounts for 12,6 percent of all music consumed in the UK, compared to only 6,2 percent in 2013.

What do you think will happen with new services including Apple`s Beats and Google`s YouTube Music Key set to launch later this year? The platform`s growth will skyrocket in the next 12 months as it cements its position at the heart of mainstream music consumption.

 


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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Apple & First Solar

Apple has been one of my absolute favorite stock for over ten-year now, and the company has right now become the first U.S company to close with a market cap of more than $700 billion. Market cap today is 720,14 billion.

Apple is now twice as valuable as Microsoft ($349,6 billion), and has nearly doubled the market cap to the previous worlds biggest company Exxon Mobile ($379,01 billion). Exxon is not a green company, but Apple is and that`s where the future is.

Apple solar

Apple`s CEO Tim Cook told investors a year ago that they need to «get out of the stock» if they only care about profits because what he really cares about is the climate change. Tim Cook said yesterday that the climate change is real. He also said;

«Our view is that the time for talk has passed, and the time for action is now. We`ve shown that with what we`ve done.»

All of Apple`s data centers are now powered by renewables.

Wind power has long been cheaper than solar, but solar power is the future. According to IEA (International Energy Agency), solar will become the biggest single source of electricity by 2050. The price of solar has been declining much faster than wind, and once the solar is cheap enough it will become mainstream.

Some investors have a 12-month average target price of $132,56 and the highest target was $165. If Apple continue to rise in market value it would exceed $960 billion. Investor Carl Ichan said the stock price for Apple is cheap and expect it to grow further. The stock is now trading at $123,89, up 1,54%.

Apple is the most popular luxury brand in China, and what do you think will happen when the brand goes mainstream?

First Solar is trading at $48,89, up 0,70%. Many investors have a hold on that stock now. Revenues fell 29,7% and that`s faster than the average of 9,8%. That hurt the bottom line and decreasing earnings per share.

Cash flow is also down by 112,5% and debt-to-equity is 0,05 which is also lower than the average. It doesn`t look good right now for First solar. Their return on equity is also below its industry average. it`s below S&P 500 too.

The stock was gaining in after-hours trading yesterday and increased nearly 2% on heavy volume after Apple`s solar power announcement. Price earnings is 18,43. EPS: 2,66.

It`s panels are still far behind that of their competitor SunPower (SPWR). First Solar is cost-competitive compared to the rest of the industry and they have made a huge breakthrough. They said in an announcement;

“it has set yet another world record for cadmium telluride (CDTE) photovoltaic (PV) research cell conversion efficiency, achieving 21.5 percent efficiency certified at the Newport Corporation’s Technology and Applications Center (NYSE: TAC) PV Lab.”

This makes First Solar as a clear industry leader in cadmium telluride PV technology.

 

 


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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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