Tag Archives: Apple

Office 365 and Azure cloud-computing made Microsoft a winner and investors sent the stock up over 50% last year

Microsoft is expected to report earnings on Wednesday 29, and along with Apple, Amazon and Facebook, their earnings can make or break the stock market. Apple has gone straight up since January last year, followed by the Space X equity Tesla. Rocket-shared both of them.

Now, its time for Microsoft with shares risen nearly 20% since their last report on October last year. That`s more than twice as much as the S&P 500 which is impressive for that tech giant. Wall Street analysts predict that Microsoft will report $35,7 billion of revenue and earnings of $1,32 per share.

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Microsoft continue to benefit from their cloud business and in addition they have $20 billion annual buybacks/dividends. This is a major reason why they outperformed the market last year. Office 365 and Azure cloud-computing made the stock a winner and investors sent the stock up over 50% last year.

Consensus revenue estimate would represent 9,8% growth compared to the same quarter a year ago. Windows, search ads, Surface and gaming boosted the company`s revenue with $11,13 billion. Cloud computing service Azure and Windows Server, SQL Server, System Center, GitHub and consulting saw $10,85 billion in revenue.

Research firm CFRA estimates that revenue from cloud-based services hit 50% of total revenue in the company`s fiscal Q4, and investors are postive to Microsoft at the moment. The company changed its strategy and are competetive to Amazon in the cloud sector as well.

The stock declined to $162,28 per share on Tuesday, down -1,67%, but Microsoft is the most valuable U.S company after Apple which is number one on the list. Microsoft`s valuation after the drop on Tuesday is $1,24 trillion, while Apple is valued at $1,35 trillion.

Microsfot signed a military cloud contract with Pentagon worth $10 billion. They won the contract in October last year after a long battle with its competitors like Amazon, Oracle and IBM. Earnings strength is very strong and looks good for future earnings growth.

Microsoft is expected to report earnings on Wednesday 29 after the market close.

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Apple to visit CES for the first time since 1992 to talk about Privacy

Apple is back at CES (Consumer Electronic Show) in Las Vegas for the first time since 1992. But the tech giant isnt`t joining the CES show because it has a new innovative product. Apple is in Las Vegas to talk about Privacy which is a hot topic this year.

Former CEO John Sculley came from Pepsi to Apple and debuted at CES in 1992 with the Newton personal digital assistant. It was a disaster and it didn`t take long before Steve Jobs went back to the job again. I read Sculley`s book and that story is very interesting.

Now, CEO Tim Cook is running the company. And he wants to talk about something very important; Privacy.

Privacy is a fundamental human right. At Apple, it`s also one of our core values, they say on their web site. Your divices are important to so many parts of your life. What you share from those experiences, and who you share it with, should be up to you.

We design Apple products to protect your privacy and give you control over your information. It`s not always easy. But that`s the kind of innovation Apple believe in.

Well, let`s think about it. The phones we have today is called; Smart phones. Oh yeah?! How smart is it to have a smart phone actually? So far, it isnt smart at all. It is the most stupid thing you can have. Is that why they called it smart phone?

We know that people have been hacked, and information and pictures have been stolen and distributed in social media. It is still happening today. Someone can also tap your phone. They can listen to your conversations, and have a look at you on your camera.

The phones they produced in the 80`s and 90`s was much safer, because it was difficult, if not impossible to hack. Nor was it camera on it. Not as good as the phones are today, but much more safer. Until now. Fortunately.

Apple have developed a Privacy Policy that covers how they collect, use, disclose, transfer, and store your personal information. In addition to this Privacy Policy, they provide data and privacy information imbedded in their products connected with their Data & Privacy icon for certain features that ask to use your personal information.

This is what Apple will talk about at CES along with Facebook, Procter and Gamble and officials from the Federal Trade Commission (FTC) to discuss how they can establish privacy protections in terms of size, regulation, and consumer demand.

Tech innovation seems to take much longer time than anticipated and there isn`t so much new innovative products to see at the CES 2020 this time. But in addition to Apple`s talk about privacy, they will be showing off its homekit smart home platform. A smilar product will be launched by competitor Google to add more capabilities to their IoT-powered divices.

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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Qualcomm will receive IP royalties even if the company face competition from Apple in the future

Qualcomm skyrocketed after they announced an agreement with Apple. CEO Tim Cook was asked about the agreement with Qualcomm during Tuesday`s earnings call and he said Apple is satisfied with the resolution.

Qualcomm is the world`s leading chip designer for wireless technologies, including 3G and 4G/LTE, and the company wants to be the leader in 5G as well. The agreement means that Apple could offer a 5G iPhone as early as spring 2020.

“Were glad to put the litigation behind us and all the litigation around the world has been dismissed and settled. Were very happy to have a multi-year supply agreement and we`re happy that we have a direct license arrangement with Qualcomm that was important for both companies. We feel good about the resolution,”┬áTim Cook said on Tuesday.

The settlement also included a chipset supply agreement, and Qualcomm is expected to provide the 5G chips that Apple will need to introduce 5G connectivity in its 2020 iPhones. After the agreement, Intel said that they are dropping out of the smart phone modem chip market entirely, and they have no plans to manufacture 5G chips.

Apple will be licensing 5G IP from Qualcomm and other license holders under the Fair, reasonable, And Non-discriminatory (FRAND) terms established by ETSI throughout the 5th generation of wireless technology.

If Apple develops and integrates its own modem technology in the future, Qualcomm will not lose on that, but still receive IP royalties even if the company face competition from Apple. So, licensing for the 6th generation will depend on Apple`s participation in future standards efforts.

Qualcomm does not have its own manufacturing facilities like Intel and Samsung. Their chips are produced by contract manufacturers such as Taiwan semiconductor Manufacturing Company (TSMC), or provide licenses to produce and use its intellectual property in smartphones.

Qualcomm has been on the market for a long time. So have Taiwan semiconductor manufacturing Company. TSMC was the world`s first dedicated semiconductor foundry and has long been the leading company in its field.

Qualcomm was created in July 1985 and have 35,400 employees. Net income last year was US$4,86 billion. The company is expected to report earnings on 01 May, 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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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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Huawei launched the world`s fastest 5G foldable phone Mate X on Monday

Samsung wont be alone on the market for foldable phones. Yesterday, Huawai launched the worlds fastest foldable 5G phone and the price for this awesome product is $2,600. Its a stiff price but its worth it.

You can supercharge the foldable phone called Huawei Mate X for 85 percent battery time in only 30 minutes, and so far Mate X looks like a better phone than Samsungs Galaxy Fold. It is thinner with the Folcon Wing design and have a bigger screen. Samsung will start selling Galaxy Fold on April 26, while Huaweis Mate X will be on the market in the middle of 2019.

Samsung and Huawai will not be the only one on the foldable market as we already know that other Chinese companies are on the way with their version of a brand new foldable phone. Huawei is a leading global provider of information and communications technology (ICT) infrastructure and smart devices and they are building a fully connected, intelligent world.

The synergy with a phone and tablet unlocks future potential to enhance your life everyday. Mate X has many sophisticated cameras and incredible power. You will have more power to work on projects, watch movies and play all your favorite games.

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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