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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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  • commented 11/12/15
  • tags: P SIRI
  • Missing from all of this discussion is the fact that Pandora just bought a young startup in the Festival Ticketing arena, Ticketfly. This is a potential shift in how artists are compensated and even promoted. There are deals not mentioned in your analysis such as the one with Naxos in the classical music space. Ticketfly gels seamlessly with AMP, which gives artists information on their songs' streaming activity and, more importantly, delivers audio messages to their most active listeners" says Billboard.com about the acquisition. (see- http://www.billboard.com/articles/business/6721955/pandora-ticketfly-purchase-analysis?mobile_redirection=false) [ less... ]
    Missing from all of this discussion is the fact that Pandora just bought a young startup in the Festival Ticketing arena, Ticketfly. This is a potential shift in how artists are compensated and even promoted. There are deals not mentioned in your analysis such as the one with Naxos in the classical music space. Ticketfly gels seamlessly with AMP, which gives artists information on their songs' streaming activity and, more importantly, delivers audio messages to their most active listeners" says Billboard.com about the acquisition. (see- http://www.billboard.com/articles/business/6721955/pandora-ticketfly-purchase-analysis?mobile_redirection=false)
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