Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
Name (Required)
Email (Required, but never displayed)
* Companies:
Google Logo
  • commented 11/23/12
  • tags: MSFT SSNLF GOOG RIMM AAPL NOK
  • As an Android developer, I can tell you that the Android platform is in a dominant position going into 2013. I work alongside a lot of cross-platform devs who also attest to the strength of Android and the shifting profitability momentum between between Android and iOS. I use Airpush, which is an Android mobile ad network, and there's no comparison to the CPMs I'm getting with Airpush, which is both a compliment to this ad network but also to the broader Android platform. There used to be this suspicion that iOS was the only place to make money either as a developer or mobile advertiser. This is no longer true. In fact, iOS will soon have to convince Android devs why they should go back, because a ton of them have left for Android and are planning to stay put. [ less... ]
    As an Android developer, I can tell you that the Android platform is in a dominant position going into 2013. I work alongside a lot of cross-platform devs who also attest to the strength of Android and the shifting profitability momentum between between Android and iOS. I use Airpush, which is an Android mobile ad network, and there's no comparison to the CPMs I'm getting with Airpush, which is both a compliment to this ad network but also to the broader Android platform. There used to be this suspicion that iOS was the only place to make money either as a developer or mobile advertiser. This is no longer true. In fact, iOS will soon have to convince Android devs why they should go back, because a ton of them have left for Android and are planning to stay put.
    Name (Required)
    Email (Required, but never displayed)