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- Abercrombie... ANF
- Aeropostale ARO
- Amazon AMZN
- American Ea... AEO
- Best Buy BBY
- Caterpillar CAT
- CBS CBS
- Coach COH
- Costco COST
- Electronic... EA
- GameStop GME
- Gap Inc. GPS
- General Ele... GE
- Google GOOG
- Johnson & J... JNJ
- JPMorgan Ch... JPM
- Merck MRK
- NYSE Eurone... NYX
- Pandora P
- Pfizer PFE
- Prudential... PRU
- Salesforce.... CRM
- SAP SAP
- Sirius XM R... SIRI
- Urban Outfi... URBN
- Wal-Mart WMT
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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.
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Comment on iPhone Pricing
Comment on iPhone Pricing
Android commoditization will be faster than anticipated as A) Android is closing the quality gap with iOS and B) the operators are gaining leverage over Apple and hence hurting Apple's pricing power. The innovation cycle in mobile is slowing so Apple's 'innovation advantage' is reduced, especially without Jobs to push the envelope. Therefore, Apple will either lower price in order to maintain share or they'll hold price and lose share. I'm betting on the former - especially as BOM comes down so they can afford to reduce price. [ less... ]
Android commoditization will be faster than anticipated as A) Android is closing the quality gap with iOS and B) the operators are gaining leverage over Apple and hence hurting Apple's pricing power. The innovation cycle in mobile is slowing so Apple's 'innovation advantage' is reduced, especially without Jobs to push the envelope. Therefore, Apple will either lower price in order to maintain share or they'll hold price and lose share. I'm betting on the former - especially as BOM comes down so they can afford to reduce price. [ less... ]
Comment on iPhone Pricing
Android commoditization will be faster than anticipated as A) Android is closing the quality gap with iOS and B) the operators are gaining leverage over Apple and hence hurting Apple's pricing power. The innovation cycle in mobile is slowing so Apple's 'innovation advantage' is reduced, especially without Jobs to push the envelope. Therefore, Apple will either lower price in order to maintain share or they'll hold price and lose share. I'm betting on the former - especially as BOM comes down so they can afford to reduce price.