Category Archives: Stocks

by | April 29, 2019 · 8:18 pm

Apple`s growth from other products and services jumped 19% YoY

Apple Inc is expected to report earnings on Tuesday 30 April 2019, and the earnings is expected to come in lower than for the same quarter last year. It came in at $2,73 last year and they need more than iPhones to lift that number in the future.

The stock have jumped straight up so far this year and have a good momentum. More buybacks will make the stock go higher. We will probably hear more about that on Tuesday. Another issue is their revenue due to the drop in prices.

Analysts are expecting a 6,1% revenue decline and the street call for revenue of $57,44 billion with an EPS of $2,36. The earnings will be strongly helped by Apple`s massive buyback. But what about innovation?

Is it too early for Apple to talk about new foldable phones? We know that the iPhone sales dropped 15% YoY, but we also know that there is a strong growth for other products and services which jumped 19% YoY.

The iPhone account for 61,6% of the entire revenue but that wont last for ever. In addition, they have huge competition from Chinese companies on market that is changing very fast. Apples earnings at $2,36 would represent a 14% drop YoY.

Investors are positive and optimistic about Apple`s outlook in the long run, and they are looking at a 20% growth in their strategic shift to the service segment. Apple Inc is expected to report earnings on Tuesday 30 April 2019 after market close.

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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by | April 26, 2019 · 9:01 pm

Waymo can increase Alphabet`s revenue in the future

Alphabet Inc is expected to report earnings on Monday 29 April 2019. Many people doesn`t know what Alphabet Inc is, but the all know what Google is. On August 10, 2015, Google Inc announced plans to create a new public holding company called Alphabet Inc.

Alphabet would be created to restructure Google by moving subsidiaries from Google to Alphabet, narrowing Google`s scope. The company would consist of Google as well as other businesses including X, Capital G, GV, Sundar Pichai and so on.

When Larry Page announced his plans to create the new holding company he described the planned holding company as follows;

Alphabet is mostly a collection of companies. The largest of which, of course, is Google. This newer Google is a bit slimmed down, with the companies that are pretty far afield of our main internet products contained in Alphabet instead. Fundamentally, we believe his allows us more management scale, as we can run things independently that aren`t very related.

The FANG stocks have mixed results since the last earnings. Facebook is up 11%, while Amazon is down 4% and Netflix is down 2%. What about Alphabet on Monday?

They have a great momentum and can beat earnings expectations also this time. Alphabet Inc were beating Wall Streets earnings consensus in all four quarters last year. alphabet Class A and C shares is up 15,5% and 15,4% last 12 months. Thats nearly twice as much as the S&P 500.

In Q4 last year, revenue grew 21,5% to $39,28 billion and EPS skyrocketed 31,6% to $12,77.

The reported earnings will be negative effected by a 1,5 billion euro, or $1,7 billion, fine imposed by the European Commission earlier this year. The European Commission said that Google engaged in anticompetitive practices related to agreements it had in place with Adsense for Search Partners.

Expect Google to appeal the ruling as it has done is similar cases.

Googles ad business is important for Alphabet Inc. It accounts for about 83% of Alphabets total revenue. But that will change very soon because they will earn money from other growth businesses like Vaymo and Google Cloud, their hardware and Google Play.

In January this year, they said in their press release that they will build «the world`s first factory 100% dedicated to the mass production of L4 autonomous vehicles.» L4 vehicle is a vehicle that can drive itself, and to reach that goal they have partnered with Magna International.

Waymos self-drivning systems into vehicles will include the Jaguar I-Pace. Thats something to really look forward to.

Alphabet Inc will report earnings on Monday 29 April after market close.

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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by | April 24, 2019 · 7:47 pm

Google`s Alphabet gets first FAA clearance for drone transportation

Your next burrito can be delivered by a drone. Google`s drone delivery service gets a “thumbs up” from FAA, and that means they can start delivering food and drinks to households. Right in front of your door.

Earlier this month, Wing, which is one of the many companies belonging to the tech giant Alphabet (Google), got a “thumbs up” from CASA in Australia. The company has been making trial deliveries by drones for the last year and a half in Canberra without making any mistakes.

CASA gave its approval after testing the safety of the drones, its traffic management system, maintenance, the drone pilot training and operational plans. «There are no risks to pedestrians, real estate or other aircraft,» the test concluded.

This is good for businesses because the cost of the delivery will be dramatically reduced. Google is first on the market but others will follow very soon. Amazon will come. So will Lyft, Uber, UPS and FedEx to name a few. The Game of Drones in on.

The transportation of goods has also added to the increase of CO2 gases emitted into the atmosphere. In the U.S alone, 27% of greenhouse gas emissions come from transportation.

Project Wing is an autonomous delivery drone service aiming to increase access to goods, reduce traffic congestion in cities, and help ease the CO2 emissions attributable to the transportation of goods.

Wing is also developing an unmanned traffic management platform that will allow unmanned aircraft to navigate around other drones, manned aircraft, and other obstacles like trees, buildings and power lines.

Light energy-efficient design enables the drones to fly up to 120 km/h, driven entirely by an all-electric power system with zero carbon emissions.

Wing has conducted tens of thousands of test flights both in the U.S and in Australia over the past six years. The team learned that integration into emergency medical services was it own huge task. Developing safe and reliable drone technology was a challenge unto itself.

So, they hones their focus on redesigning the system to transport small packages, across many everyday situations, where the speed of delivery was a significant factor. In 2016, the team delivered burritos to students at Virginia Tech in what was, at the time, the largest and longest drone delivery test on U.S soil.

Food is a great test case for drone delivery technology because it`s fragile and temperature sensitive and therefore needs to be delivered quickly and carefully.

Wing is developing a new method of transporting goods thats faster, cheaper, and more environmentally friendly that whats possible today on the ground. The Game of drones is on.

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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by | March 19, 2019 · 7:25 pm

Google introduced its streaming gaming platform at the 2019 Game Developers Conference on Tuesday

Google launched a new gaming platform at the Game Developers Conference (GDC) in San Francisco earlier today. The company has moved into the gaming industry with its new gaming platform called Stadia.

That platform allows everybody who are online to play the game without any gaming controller. There are more than 200 million people watching game-related content on YouTube and Stadia makes many of those games playable with just a press of a button.

It is Google`s global network of data centres and the combination with YouTube that makes this cloud gaming possible. Their goal is to make games available at high-resolution and 60 frames per second with surround sound.

Google CEO Sundar Pichai said in a speech earlier today that Stadia is a platform for everyone. He said Googles ambitions is to stream games to all types of devices which means all the games will be streamable across laptops, TVs, desktops, phones and tablets.

Its all in the cloud so you dont have to download or install any of the games. Stadia is launched alongside a new controller called Stadia Controller that will power the game streaming service. The only thing you have to do is to connect it directly through Wi-Fi to link it to a game session in the cloud.

Google will build a custom GPU for its data centers with help from its partner AMD. That chip will deliver 10,7 teraflops of power and that is more than the 4,2 teraflops of the PS4 Pro and the 6 teraflops of power on the Xbox One X.

The first game to be launched by Google`s Stadia will be Doom Eternal. The date is not clear yet, but it will be available on PC, Switch, Xbox One, PS4 and Nintendo. Stadia will also embrace full cross-platform play, so developers can enable cross-platform multiplayer and game saves and progression.

More than 50 billion hours of gaming content was watched on YouTube during 2018. Maybe that number will increase in 2019?

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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by | March 18, 2019 · 9:15 pm

Lyft is kicking off its IPO road show and expects to raise as much as $2,1 billion

A lot of unicorns are coming into the market and Lyft is the next to go public. It is an on-demand transportation company primarily providing ride-haling services like Uber. The company was launched in June 2012 and operates in approximately 300 U.S cities.

Lyft is kicking off its IPO road show this month and their goal is to get on the public market in April. The valuation is about $23 billion for Lyft and thats way beyond Ubers valuation of $150 billion. Lyft will be listed on Nasdaq under the ticker LYFT:

Lyft expects to raise as much as $2,1 billion through the sale of stock in a price range between $62 and $68. Not all of their shares will be sold to the public and they will hold less than half the votes among shareholders. So far, Lyft has collected about $5 billion in total private equity investment to date.

Revenue last year came in at $2,2 billion and their growth have skyrocketed by about 500 percent since 2016. Their losses are also skyrocketing while the loss last year reached $911,3 million. Lyft lose twice as much as their competitor Uber.

The venture capitalists have so far funded the company and now it is the publics turn. And Lyft need cash now. The companys cash and cash equivalents fell 53 percent to about $518 million during the course of 2018.

Lyft is like Uber disrupting the taxi industry but also the way people move around. The taxi industry as we know it today will change dramatically. Lyft and Uber`s business model will change the way people think about a vehicle and how they move around.

Not only that. We are not far away from self-driving cars, and that will be a huge game changer. And when that day comes, what will be the difference between Lyft and Uber? On top of that; they will face a lot of competition from established automakers.

You can imagine how it will be in the market if automakers like Tesla are joining the business by selling people rides to the people instead of selling them cars? What car do you prefer on your ride?

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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